TL;DR: have someone on your team fill out Part A (this part is 2 questions long). If possible, also fill out Part B. Each part should be filled out only once per team.
I’ve been thinking a lot about @saikiranra’s excellent sustainability report. Team financial health came up in that report in a number of places, yet the FRC community has little-to-no data on this topic. These surveys about team finances will help us get the data we need to paint a clearer sustainability picture. Each survey should be filled out only once per team.
- 2021 Financial Health Survey, Part A: 2 questions long, estimated 3 mins to complete. Sensitive opinion questions. Uses a randomized response procedure to maximize privacy and ensure plausible deniability. This makes it so I can only learn information about teams in aggregate.
- 2021 Financial Health Survey, Part B: 18 questions long, estimated 30 mins to complete. Designed to capture information similar to what would recorded on an IRS Form 990 (flied by US-based 501(c)(3) nonprofit organizations) or a CRA Form T3010 (filed by registered charities in Canada). Because these forms are public records, this survey does not use a special response procedure to maximize privacy or ensure plausible deniability.
This survey is for the 2021 year. Why are you collecting this information now?
Many organizations use a January-December fiscal year and are filing this information with the IRS/CRA in the coming weeks and months.
Will you make a survey for 2022 team finances?
Towards the end of 2022/beginning of 2023, I intend to release a second set of surveys that focus on 2022.
Will you share survey results with the community?
Assuming sufficient response rates, I will prepare a report and share it on Chief Delphi. Survey data may be released in aggregate and/or anonymized form.
What if my team doesn’t file IRS Form 990/CRA Form T3010?
I recognize that not every team backed by a US 501(c)(3) actually files these forms with the IRS (there’s a revenue exemption that applies to most US FRC teams), so Part B may be impossible to fill out. Similar exemptions may exist in Canada. Teams that don’t have to file a Form 990 or T3010 may feel uncomfortable responding to some of the questions, and that’s OK. If any of these apply, just don’t fill out Part B.
What is the randomized response method you use in Part A?
To answer a question on Part A, toss a coin (if you don’t have a physical coin, you can use this link) and do not share the result. If heads, answer yes. If tails, answer truthfully.
How does the randomized response method you use make my answers more private?
In Part A, all questions are phrased such that “yes” answers are more sensitive. Because only you know if the coin was heads or tails, someone (like me) who sees a “yes” answer does not know if you answered because it was heads (i.e., you were required via the response procedure) or if it was tails (i.e., a truthful response). In aggregate, the randomness can be statistically corrected to estimate the true proportion of yes/no responses.