Neziskový sektor v mezinárodním srovnání Přednáška č. 3 Identifikace srovnávacího projektu: l The Johns Hopkins Comparative Nonprofit Sector Project is a systematic effort to analyze the scope, structure, financing, and role of the private nonprofit sector in a cross-section of countries around the world in order to improve our knowledge and enrich our theoretical understanding of this sector, and to provide a sounder basis for both public and private action towards it. l The project utilizes a comparative, empirical approach that relies heavily on a team of local associates in the target countries and involves a network of local advisory committees. Center for Civil Society Studies Institute for Policy Studies The Johns Hopkins University 3400 N. Charles Street Baltimore, MD 21218-2688, USA Phone: 410-516-5463 Fax: 410-516-7818 E-mail: cnp@jhu.edu Web site: www.jhu.edu/~ccss Kterých zemí se projekt týká... ...a kterých typů organizací: l * Organizations, i.e., they have an institutional presence and structure; l * Private, i.e., they are institutionally separate from the state; l * Not profit distributing, i.e., they do not return profits to their managers or to a set of "owners"; l * Self-governing, i.e., they are fundamentally in control of their own affairs; l Voluntary, i.e., membership in them is not legally required and they attract some level of voluntary contribution of time or money. ...a jakých aktivit: 4 typy zdrojů dat Hlavní zjištění projektu l Five major findings emerge from this work on the scope, structure, financing, and l role of the civil society sector in the broad range countries for which we have now assembled data. 1. Neziskový sektor jako významná ekonomická síla l In the first place, in addition to its social and political importance, the civil society sector turns out to be a considerable economic force, accounting for a significant share of national expenditures and employment. More specifically, in just the 35 countries for which we have collected information: l A $1.3 trillion industry. The civil society sector had aggregate expenditures of l US$1.3 trillion as of the late 1990s, with religious congregations included. This l represents 5.1 percent of the combined gross domestic product (GDP) of these l countries. l * The world's seventh largest economy. To put these figures into context, if the l civil society sector in these countries were a separate national economy, its l expenditures would make it the seventh largest economy in the world, ahead of l Italy, Brazil, Russia, Spain, and Canada and just behind France and the U.K. l * A major employer. The civil society sector in these 35 countries is also a major l employer, with a total workforce of 39.5 million full-time equivalent workers l including religious congregations. Kdyby byl neziskový sektor samostatnou ekonomikou: Kdyby byl neziskový sektor samostatnou ekonomikou: 1995 Kdyby byl neziskový sektor samostatnou ekonomikou -- zaměstnanost: Neziskový sektor - zaměstnanost 2. Rozdíly mezi zeměmi l In the first place, countries vary greatly in the overall scale of their civil society workforce. l Thus, as Figure 3 makes clear, the civil society sector workforce---volunteer and paid---varies from a high of 14 percent of the economically active population in the Netherlands to a low of 0.4 percent in Mexico. Rozvinuté vs. rozvojové a tranzitivní ekonomiky l Developed vs. developing and transitional countries. Civil society sector is relatively larger in the more developed countries. In fact, the civil society organization workforce in the developed countries is proportionally more than three times larger than that in the developing countries (7.4 percent vs. 1.9 percent of the economically active population, respectively). l This is so, moreover, even when account is taken of volunteer labor and not just paid employment. l The relatively limited presence of civil society organizations in the developing countries does not, of course, necessarily mean the absence of helping relationships in these countries. l To the contrary, many of these countries have strong traditions of familial, clan, or village networks that perform many of the same functions as civil society institutions. What is more, there are considerable differences in the scale of civil society activity even among the less developed countries. Rozdíly v zapojení dobrovolníků 3. NS není jen poskytovatelem služeb l Service functions involve the delivery of direct services such as education, health, housing, economic development promotion, and the like. l Expressive functions involve activities that provide avenues for the expression of cultural, religious, professional, or policy values, interests, and beliefs. Included here are cultural institutions, recreation groups, religious worship organizations, professional associations, advocacy groups, community organizations and the like. ---The distinction between expressive and service functions is far from perfect, of course, and many organizations are engaged in both. ... i tak lze říci, že: Service functions dominate in scale. From the evidence available, it appears that the service functions of the civil society sector clearly absorb the lion's share of the activity. Excluding religious worship, for which we have insufficient data, an average of over 60 percent of the total paid and volunteer full-time equivalent workforce of the civil society sector in the 32 countries for which we have activity data work for organizations primarily engaged in service functions. A ještě ke službám: l Education and social services are the dominant service functions. Among the service activities of the civil society sector, education and social services clearly absorb the largest share. !Over 40 percent of the nonprofit workforce---paid and volunteer---is engaged in these two service functions on average. Rozdělení zaměstnanosti v NS dle typu aktivity Dobrovolníci a typy aktivit Odchylky od obecných vzorců l The first of these relates to the Nordic countries of Finland, Norway, and Sweden. l The second relates to the countries of Central and Eastern Europe (the Czech Republic, Hungary, Slovakia, and, to a slightly lesser extent, Poland). ! In both of these groups of countries organizations primarily engaged in expressive activities absorb a larger share of the civil society workforce than do those engaged in the service functions. As we will note more fully below, the most likely explanation for this is that in both groups of countries the state assumed a dominant position in both the financing and delivery of social welfare services, leaving less room for private, civil society organizations. To se týká nás... l In Central Europe this was a product of the imposition of a Soviet-style regime in the aftermath of World War II. While this regime concentrated social welfare services in the hands of the state and discouraged, or prohibited, the emergence of independent civil organizations, it did sanction the limited creation of professional and recreational organizations, many of which survived into the post-Communist era. A tohle Seveřanů: l In the Nordic countries, by contrast, a robust network of grassroots labor and social-movement organizations took shape during the late nineteenth century and pushed through a substantial program of social welfare protections financed and delivered by the state. This limited the need for active civil society involvement in service provision but left behind a vibrant heritage of citizen-based civil society activity in advocacy, recreation, and related expressive fields. Co dodat: l While the structure of the civil society sector in these two groups of countries is similar, however, the scale of the sector differs widely. ! In particular, the civil society sector in the Central and Eastern European countries remained quite small nearly a decade after the overthrow of the Soviet-type regimes. ! By contrast, in the Nordic countries, a sizable civil society sector remains in existence today, though it is largely staffed by volunteers and engaged in a variety of cultural, recreational, and expressive functions. 4. Zajímavá struktura příjmů Platby a poplatky l Fees are the dominant source of revenue. !In the 32 countries on which revenue data are available,23 over half (53 percent) of civil society organization income comes, on average, not from private philanthropy but from fees and charges for the services that these organizations provide and the related commercial income they receive from investments and other commercial sources, including dues. Veřejné zdroje l Significant public sector support. l Nor is philanthropy the second largest source of civil society organization revenue internationally. That distinction belongs, rather, to government or the public sector. ! An average of 35 percent of all civil society organization revenue comes from public sector sources, either through grants and contracts or reimbursement payments made by governmental agencies or quasi-nongovernmental organizations such as publicly financed social security and health agencies. Omezená role filantropie l Limited role of private philanthropy. ! Private giving from all sources---individuals, foundations, and corporations---accounts for a much smaller 12 percent of total civil society organization revenue in the countries we have examined, or one-third as much as government and less than one-fourth as much as fees and charges. Srovnání zemí podle typů zdrojů 5. Regionální vzorce Regionální vzorce - Central and Eastern Europe l ...Notable, perhaps, is the extremely small scale of the civil society sector in these countries---engaging only one-fourth as large a proportion of the economically active population as the overall 35-country average. ! Indeed, the civil society sector in these countries is smaller than in any of the other regions we examined, including the developing countries of Africa and Latin America. Also notable is the relatively large presence of expressive activity within what little civil society sectors exist in these countries. Regionální vzorce - Central and Eastern Europe l This is likely a reflection of the social welfare policies of the Soviet-era governments, which relied on direct provision of the most important social services by the "workers' state" and discouraged reliance on private voluntary groups, including those affiliated with religious groups. ! An embryonic civil society sector was tolerated in these countries, but largely for social, recreational, and professional purposes, and even then at least partly as vehicles for state control. In the aftermath of the collapse of the state socialist regimes, a number of these sanctioned organizations were able to make the transition into nonprofit status, often with the aid of captured state resources (buildings, equipment, and occasionally subsidies), and their relatively sizable presence is reflected in the data. Regionální vzorce - Central and Eastern Europe l One particularly ironic byproduct of this peculiar history of civil society development in Central and Eastern Europe is the relatively high level of reliance on philanthropic support on the part of the region's civil society organizations. ! Ironically, despite its socialist past, philanthropy constitutes a larger share of the revenues of civil society organizations in this region than in any other region (20 percent vs. an all-country average of 12 percent). l One explanation for this may be that when state enterprises were transformed into private firms, they spun off into nonprofit organizations many of the health and recreational services they previously provided to their workers free of cost, but they continued some degree of financial or in-kind support to these activities. Since these state enterprises became private firms, however, this support shows up in our data as private charity.