How does it handle different state requirements?

The skill builds a Requirements Matrix by researching official sources like state Attorney General websites to identify specific forms, fees, and revenue-based audit thresholds.

Is the output ready for legal filing?

While the skill produces a high-quality draft including required certification language, all reports should be reviewed by counsel as they are typically signed under penalty of perjury.

What documents are required to use this skill?

To generate an accurate report, you should provide IRS Form 990, audited or reviewed financial statements, governing documents (bylaws/articles), and any professional fundraiser contracts.

Does it calculate financial ratios for the report?

Yes, it automatically computes key metrics including the program expense ratio, fundraising efficiency, and months of operating reserves based on extracted data.

Can it help with manual portal entries?

Yes, the skill features a 'Form-Field Mode' which provides field-by-field answers keyed to specific state forms to make manual data entry into government portals easier.

Charity Annual Report Drafter

Name: Charity Annual Report Drafter
Author: lev-os

bylev-os

•

Productivity & Workflow

Drafts state-compliant charity annual reports by extracting data from financial documents and researching jurisdiction-specific filing requirements.

The Charity Annual Report Drafter skill automates the complex process of preparing filing-ready annual reports for state charity bureaus. It extracts financial, programmatic, and governance data from uploaded documents like IRS Form 990 and audit reports, reconciles inconsistencies across sources, and researches specific state requirements to ensure full compliance. This tool is ideal for nonprofit legal teams and compliance officers needing to manage charitable solicitation renewals and state registrations efficiently while maintaining high accuracy for penalty-of-perjury certifications.

Key Features

01Automated data extraction from IRS Form 990, audits, and governing documents

022 GitHub stars

03Multi-mode output for form-field mapping or executive board briefings

04Generation of full compliance packages including narrative reports and exhibits

05Audit/review tier verification based on organization revenue thresholds

06Real-time research of state-specific charity bureau filing rules and fees

Use Cases

01Preparing annual charitable solicitation renewals for state Attorney General offices

02Mapping organizational financial data to state-specific online filing portals

03Creating executive summaries of compliance status and financial health for board review

Key Features

01Automated data extraction from IRS Form 990, audits, and governing documents

022 GitHub stars

03Multi-mode output for form-field mapping or executive board briefings

04Generation of full compliance packages including narrative reports and exhibits

05Audit/review tier verification based on organization revenue thresholds

06Real-time research of state-specific charity bureau filing rules and fees

Use Cases

01Preparing annual charitable solicitation renewals for state Attorney General offices

02Mapping organizational financial data to state-specific online filing portals

03Creating executive summaries of compliance status and financial health for board review