Charities File "On Board" 2009 Survey

Are you a member of a small or rural charity? Do you need help with filling out your annual return to the Canada Revenue Agency? If so, tell us what you need!
Thank you!

This will take only 2-3 minutes!

1. Has your charitable organization successfully completed the T3010A/B?

Has your charitable organization successfully completed the T3010A/B? Yes

If no, please explain why

2. Has your charitable organization successfully submitted the T3010A/B to the CRA on time?

Has your charitable organization successfully submitted the T3010A/B to the CRA on time? Yes

If no, please explain why

3. Does your charitable organization have an understanding of what the CRA requires for proper filing of the T3010A/B?

Does your charitable organization have an understanding of what the CRA requires for proper filing of the T3010A/B? Yes

4. Does your charitable organization maintain proper accounting records to ensure accurate completion of the T3010A/B?

Does your charitable organization maintain proper accounting records to ensure accurate completion of the T3010A/B? Yes

5. Who in your organization is responsible for completing the T3010A/B?

Who in your organization is responsible for completing the T3010A/B? Treasurer

President

Vice President

Secretary

Paid staff member

Volunteer

Accounting Professional

Other (please specify)

6. The CRA has compiled a list of common compliance issues that small and rural charities face when completing the T3010A/B.
Does your charitable organization face any of these problems? Please check all that apply.

The CRA has compiled a list of common compliance issues that small and rural charities face when completing the T3010A/B. Does your charitable organization face any of these problems? Please check all that apply. The technical language of the CRA form is difficult to understand

Some areas are left blank because we are unsure of their meaning (i.e. revenue, expenditures)

Cannot obtain personal information about our Board of Directors to put on the form (such as birth date)

We are unsure about Income Tax deadlines

The form is complex and difficult to understand

We do not have adequate records to allow us to fill out the forms

The board does not see filing as a priority

Other (please specify)

7. Where do you turn for help with completing the T3010A/B? Please check all that apply.

Where do you turn for help with completing the T3010A/B? Please check all that apply. CRA (website, published materials, telephone help system)

Current treasurer

Former treasurer

Auditors

National office of your charity

Online materials

Other (please specify)

8. My Board and I would prefer: (Please check all the apply)

My Board and I would prefer: (Please check all the apply) Web based learning (a lecture or workshop that is transmitted over the internet)

Tele learning (a lecture or workshop conducted over the telephone)

Help line (a toll free number)

E-learning modules (online reading materials with self quizzes)

Pod casts (audio information posted on a website; you can listen online or download to an Ipod® or mp3 player)

Mentorship/peer learning (matched with a person in another charitable organization who has experience in completing the T3010A/B)

In person training

Written resources sent to us in the mail

Other (please specify)

9. If the Charities File "On Board" offered tele learning or webinars what topics would you like to see covered? Please check all that apply.

If the Charities File "On Board" offered tele learning or webinars what topics would you like to see covered? Please check all that apply. Engaging my board to help complete the T3010A/B

Explaining step by step instructions for completing the T3010A/B

Explanation of terms used by the CRA (i.e. qualified donees, fair market value, disbursement quota etc.)

Accounting and bookkeeping issues

Fundraising and receipting

A guide to finding online resources to aid in completing the T3010A/B

Where to find in person or over the telephone help

Checklists for my board

Meeting the deadline for submission

Other (please specify) or comment

10. Would you like to register to receive updates and educational opportunities offered by the Charities File "On Board"? If so, please provide your contact information.

Would you like to register to receive updates and educational opportunities offered by the Charities File "On Board"? If so, please provide your contact information. Name:
Charitable Organization:
Address:
Address 2:
City/Town:
Province :
ZIP/Postal Code:
Country:
Email Address:
Phone Number:

1. The Charities File "On Board" Survey

1. Has your charitable organization successfully completed the T3010A/B?

2. Has your charitable organization successfully submitted the T3010A/B to the CRA on time?

3. Does your charitable organization have an understanding of what the CRA requires for proper filing of the T3010A/B?

4. Does your charitable organization maintain proper accounting records to ensure accurate completion of the T3010A/B?

5. Who in your organization is responsible for completing the T3010A/B?

6. The CRA has compiled a list of common compliance issues that small and rural charities face when completing the T3010A/B. Does your charitable organization face any of these problems? Please check all that apply.

7. Where do you turn for help with completing the T3010A/B? Please check all that apply.

8. My Board and I would prefer: (Please check all the apply)

9. If the Charities File "On Board" offered tele learning or webinars what topics would you like to see covered? Please check all that apply.

10. Would you like to register to receive updates and educational opportunities offered by the Charities File "On Board"? If so, please provide your contact information.

6. The CRA has compiled a list of common compliance issues that small and rural charities face when completing the T3010A/B.
Does your charitable organization face any of these problems? Please check all that apply.