Survey of Service Industries: Book Publishers, 2012

If necessary, please make address label corrections in the boxes below.

• 1: Legal name
• 2: Business name
• 3: Title of contact
• 4: First name of contact
• 5: Last name of contact
• 6: Address (number and street)
• 7: City
• 8: Province/territory or state
• 9: Country
• 10: Postal code/ zip code

What is your language of preference?

• 1: English
• 2: French

B - Main business activity - Question identifier:1.

Please describe the nature of your business.

B - Main business activity - Question identifier:2.

Please check the one main activity which most accurately represents your main source of revenue?

• 1: Book publishers: Firm or organization primarily engaged in carrying out various design, editing and marketing activities necessary for producing and distributing books of all kinds, such as textbooks; technical, scientific and professional books; and mass market paperback books. These books may be published in print, audio or electronic form. Includes self-publishers, vanity publishers and print-on-demand publishers.
• 2: Exclusive agent: Distributes and sells works published by another firm acting as its sole representative. The exclusive agent is generally responsible for expenses incurred in the selling of titles to retailers.
• 3: None of the above - Please call the contact telephone number on the cover page for further instructions.

C - Reporting period information - Question identifier:1.

Please report information for your fiscal year (normal business year) ending between April 1, YYYY and March 31, YYYY. Please indicate below the period covered by this questionnaire.

• 1: Date from (YYYY MM DD) to (YYYY MM DD)

C - Reporting period information - Question identifier:2.

If the reporting period does not cover a full year, please check the reason(s) below:

• 1: seasonal operations
• 2: new business
• 3: change of fiscal year
• 4: change of ownership
• 5: ceased operations
• 6: temporarily inactive

D - Revenue - Question identifier:1.

Sales of goods and services (e.g., rental and leasing income, commissions, fees, admissions, services revenue) Report net of returns and allowances.

D - Revenue - Question identifier:2.

Grants, subsidies, donations and fundraising

D - Revenue - Question identifier:3.

Royalties, rights, licensing and franchise fees

D - Revenue - Question identifier:4.

Investment income (dividends and interest)

D - Revenue - Question identifier:5.

Other revenue
(please specify):

D - Revenue - Question identifier:6.

Total revenue (sum of questions 1 to 5)

E - Expenses - Question identifier:1.

Salaries and wages of employees who have been issued a T4 statement

E - Expenses - Question identifier:2.

Employer portion of employee benefits (include employer contributions to pension, medical/life insurance plans, employment insurance, etc.)

E - Expenses - Question identifier:3.

Commissions paid to non-employees

E - Expenses - Question identifier:4.

Professional and business services fees (e.g., legal, accounting)

E - Expenses - Question identifier:5.

Subcontract expenses (include contract labour, contract work and custom work) (also include contract printing, fulfillment services and design)

E - Expenses - Question identifier:6.

Charges for services provided by your head office

E - Expenses - Question identifier:7.

Cost of goods sold, if applicable (purchases plus opening inventory minus closing inventory) (include materials for in-house printing such as pre-press, paper and ink)

E - Expenses - Question identifier:8.

Office supplies

E - Expenses - Question identifier:9.

Rental and leasing (include rental of premises, equipment, motor vehicles, etc.)

E - Expenses - Question identifier:10.

Repair and maintenance (e.g., property, equipment, vehicles)

E - Expenses - Question identifier:11.

Insurance (include professional liability, motor vehicles, etc.)

E - Expenses - Question identifier:12.

Advertising, marketing and promotions (report charitable donations at question 22)

E - Expenses - Question identifier:13.

Travel, meals and entertainment

E - Expenses - Question identifier:14.

Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)

E - Expenses - Question identifier:15.

Property and business taxes, licences and permits

E - Expenses - Question identifier:16.

Royalties, rights, licensing and franchise fees

E - Expenses - Question identifier:17.

Delivery, warehousing, postage and courier

E - Expenses - Question identifier:18.

Financial services fees

E - Expenses - Question identifier:19.

Interest expenses

E - Expenses - Question identifier:20.

Amortization and depreciation of tangible and intangible assets

E - Expenses - Question identifier:21.

Bad debts

E - Expenses - Question identifier:22.

All other expenses
(please specify):

E - Expenses - Question identifier:23.

Total expenses (sum of questions 1 to 22)

E - Expenses - Question identifier:24.

Corporate taxes, if applicable

E - Expenses - Question identifier:25.

Gains (losses) and other items (see reporting guide)

E - Expenses - Question identifier:26.

Net profit/loss after tax and other items (see reporting guide)

Sources of revenue

Unless otherwise requested, please report revenue from all activities of this business unit.

F - Industry characteristics - Question identifier:1.

Sales of own and agency titles (net of returns) ( book sales only)

F - Industry characteristics - Question identifier:2.

Sales of all other goods and services produced

F - Industry characteristics - Question identifier:a)

Periodical publishing and wholesaling

F - Industry characteristics - Question identifier:b)

Printing services for others

F - Industry characteristics - Question identifier:c)

Book wholesaling

F - Industry characteristics - Question identifier:d)

Book retailing

F - Industry characteristics - Question identifier:e)

Marketing and fulfillment services (e.g., warehousing, shipping, data processing)

F - Industry characteristics - Question identifier:f)

Other sales
(please specify) :

F - Industry characteristics - Question identifier:3.

Grants (exclude tax credits; please report them at question 4 below)

F - Industry characteristics - Question identifier:a)

Federal

F - Industry characteristics - Question identifier:b)

Provincial / territorial

F - Industry characteristics - Question identifier:c)

Other sources (e.g., municipal, corporate)
(please specify) :

F - Industry characteristics - Question identifier:4.

Tax credit programs

F - Industry characteristics - Question identifier:5.

Total revenue from publishing and related activities, grants and tax credits (sum of questions 1 to 4)

F - Industry characteristics - Question identifier:6.

Dollar value of book returns for the reporting year

Net sales value of titles sold in Canada by customer category

Exclude sale of rights

Customer category

F - Industry characteristics - Question identifier:7.

Exclusive agents, distributors or wholesalers

F - Industry characteristics - Question identifier:8.

Direct to retail

F - Industry characteristics - Question identifier:a)

Bookstores (include campus bookstores)

F - Industry characteristics - Question identifier:b)

Other trade sales

F - Industry characteristics - Question identifier:9.

Library sales, direct and wholesale (include educational libraries)

F - Industry characteristics - Question identifier:10.

Educational institutions

F - Industry characteristics - Question identifier:11.

General public

F - Industry characteristics - Question identifier:12.

Other

F - Industry characteristics - Question identifier:13.

Total sales by customer category (sum of questions 7 to 12)

Cost of titles sold

Report costs of own titles, agency titles and other published material.

F - Industry characteristics - Question identifier:14.

Opening inventory

F - Industry characteristics - Question identifier:15.

Purchases (include freight-in, customs and brokerage)

F - Industry characteristics - Question identifier:16.

Direct costs related to publishing (include amortized pre-publication costs, i.e., editorial and design)

F - Industry characteristics - Question identifier:a)

Production employee salaries, wages and benefits

F - Industry characteristics - Question identifier:b)

Contract printing service fees (e.g., printing, binding and paper)

F - Industry characteristics - Question identifier:c)

All other production costs (include materials for in-house printing such as pre-press, paper and ink)

F - Industry characteristics - Question identifier:17.

Closing inventory (less obsolescence or decrease in value)

F - Industry characteristics - Question identifier:18.

Total cost of titles sold (sum of questions 14, 15 and 16 minus question 17)

Number of copies sold by commercial category

For each category, report Total number of copies sold and the number of copies sold for 1. Textbooks, 2. Children's Books, 3. Tradebooks (other trade, all formats), 4. Reference, and 5. Scholarly, professional and technical.

F - Industry characteristics - Question identifier:19.

Own titles, all sales

F - Industry characteristics - Question identifier:20.

Exclusive agency, all sales

Sales information, questions 21 to 28

Please complete the grid on the following pages for question 21 to 28. For these questions, please report for books only, in all formats (not any other published material that your firm produces). Please refer to Section F of the Reporting Guide for definitions.

For each of the following categories, report sales in each area.

First is a list categories that need to be reported for. Followed by the areas for each category.

Commercial Category
Sum of these rows must equal totals reported in Column 1 or 100% of Column 1 totals. Please indicate if you are reporting in either Canadian dollars or percentages.

• 1: Textbooks (see inclusions below)
• 2: Children's books
• 3: Tradebooks (other trade, all formats)
• 4: Reference
• 5: Scholarly, professional and technical

Language
Sum of these rows must equal totals reported in Column 1 or 100% of Column 1 totals. Please indicate if you are reporting in either Canadian dollars or percentages.

• 1: English
• 2: French
• 3: Other

Authorship
Sum of these rows must equal totals reported in Column 1 or 100% of Column 1 totals. Please indicate if you are reporting in either Canadian dollars or percentages.

• 1: Canadian authors
• 2: Foreign authors

Here are the areas to report for each Commercial category, Language and Authorship mentioned above:

Own titles

F - Industry characteristics - Question identifier:21.

In Canada

F - Industry characteristics - Question identifier:22.

Exports

F - Industry characteristics - Question identifier:23.

Other foreign sales

F - Industry characteristics - Question identifier:24.

Total - Own titles

Exclusive agency

F - Industry characteristics - Question identifier:25.

In Canada

F - Industry characteristics - Question identifier:26.

Exports and other foreign sales

F - Industry characteristics - Question identifier:27.

Total - Exclusive agency

F - Industry characteristics - Question identifier:28.

Total - Own titles and exclusive agency

Commercial Category

These categories are used to designate the target market of a title. The five categories are:

Textbooks - Titles published that are mainly used as educational material for students and teachers including elementary-secondary level (ELHI) and postsecondary level (college, university). Include workbooks, readers and teachers manuals.

Children's books - Titles published for children and young adult markets. Include picture-books and texts which are not primarily intended as textbooks. Exclude colouring books.

Tradebooks - Titles published for consumption by the adult public at large. Include mass market paperbacks, trade paperbacks and trade hardcovers.

Reference - Titles designed primarily for general reference purposes aimed at a diversified public (e.g., dictionaries, encyclopaedias, thesauruses).

Scholarly, professional and technical - Titles aimed at the academic community, usually published by university presses, research institutes and learned societies or publications containing reference material aimed at a specific group of individuals, such as accountants, lawyers or electricians.

Titles information, question 29 to 31

For each question, report the total number of titles with a breakdown of the total for each commercial category:

• 1: Textbooks (see inclusions below)
• 2: Children's books
• 3: Tradebooks (other trade, all formats)
• 4: Reference
• 5: Scholarly, professional and technical

Titles published

F - Industry characteristics - Question identifier:29.

Canadian authors

F - Industry characteristics - Question identifier:30.

Foreign authors

F - Industry characteristics - Question identifier:31.

Total - Titles published

Commercial Category

These categories are used to designate the target market of a title. The five categories are:

Textbooks - Titles published that are mainly used as educational material for students and teachers including elementary-secondary level (ELHI) and postsecondary level (college, university). Include workbooks, readers and teachers manuals.

Children's books - Titles published for children and young adult markets. Include picture-books and texts which are not primarily intended as textbooks. Exclude colouring books.

Tradebooks - Titles published for consumption by the adult public at large. Include mass market paperbacks, trade paperbacks and trade hardcovers.

Reference - Titles designed primarily for general reference purposes aimed at a diversified public (e.g., dictionaries, encyclopaedias, thesauruses).

Scholarly, professional and technical - Titles aimed at the academic community, usually published by university presses, research institutes and learned societies or publications containing reference material aimed at a specific group of individuals, such as accountants, lawyers or electricians.

G - Personnel - Question identifier:1.

Number of partners and proprietors, non-salaried (if salaried, report at question 2 below)

G - Personnel - Question identifier:2.

Paid employees

G - Personnel - Question identifier:a)

Average number of paid employees during the reporting period (see reporting guide)

G - Personnel - Question identifier:b)

Percentage of paid employees (from question 2a) who worked full time

G - Personnel - Question identifier:3.

Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)

Please provide a percentage breakdown of your sales by type of client.

H - Sales by type of client - Question identifier:1.

Clients in Canada

H - Sales by type of client - Question identifier:a)

Businesses

H - Sales by type of client - Question identifier:b)

Individuals and households

H - Sales by type of client - Question identifier:c)

Governments, not-for-profit organizations and public institutions (e.g., hospitals, schools)

H - Sales by type of client - Question identifier:2.

Clients outside Canada

Total: 100%

J - International transactions

Exports - Question identifier:1.

Did you receive revenue from clients outside Canada for the export of goods, services, royalties, rights, licensing or franchise fees?

• 1: yes, complete questions 2, 3 and 4
• 2: no, go to question 5

J - International transactions

Exports - Question identifier:2.

Please report revenue received from exports. (Please report in Canadian dollars)

J - International transactions

Exports - Question identifier:3.

Please provide a percentage breakdown of exports by:

• a): goods
• b): services
• c): royalties, rights, licensing and franchise fees

Total: 100%

J - International transactions

Exports - Question identifier:4.

Please provide a percentage breakdown of exports by country:

• a): United States
• b): Mexico
• c): other countries (please specify):

Total: 100%

Imports - Question identifier:5.

Did you make payments to suppliers outside Canada for the import of goods, services, royalties, rights, licensing or franchise fees?

• 1: yes, complete questions 6, 7 and 8
• 2: no, go to next section

Imports - Question identifier:6.

Please report payments made for imports. (Please report in Canadian dollars)

Imports - Question identifier:7.

Please provide a percentage breakdown of imports by:

• a): goods
• b): services
• c): royalties, rights, licensing and franchise fees

Total: 100%

Imports - Question identifier:8.

Please provide a percentage breakdown of imports by country:

• a): United States
• b): Mexico
• c): other countries (please specify):

Total: 100%

Name of person to contact about this questionnaire:

• 1: Mr.
• 2: Mrs.
• 3: Miss
• 4: Ms

• 1: Last name
• 2: First name
• 3: Title
• 4: Telephone number
• 5: Extension number
• 6: Fax number
• 7: E-mail address
• 8: Website address

I certify that the information contained herein is complete and correct to the best of my knowledge.

• 1: yyyy mm dd

We invite your comments below. Please be assured that we review all comments with the intent of improving the survey.