| name | state-charity-annual-report |
| title | State Charity Bureau Annual Report |
| description | Drafts U.S. state charity bureau annual report packages for nonprofit charitable solicitation compliance. Use when preparing a state charitable solicitation annual report or renewal, charity bureau financial report, AG annual report (e.g., Form RRF-1), or when converting a filing into form-field answers or an executive compliance briefing. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/state-charity-annual-report |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | nonprofit |
| language | en |
State Charity Bureau Annual Report
Produces a filing-ready annual report for state charitable solicitation regulators with verified state-specific requirements, attachments index, certification language, and filing instructions.
Prerequisites
Gather before starting:
- Filing state and regulator (charity bureau / AG / Secretary of State)
- Reporting period start/end and fiscal year end
- Organization legal name, EIN, charity registration number, principal address
- IRS Form 990/990-EZ/990-PF and financial statements for the period
- Board/officer roster with titles, terms, and compensation
- Fundraising methods and any professional fundraiser/solicitor/co-venturer contracts
- Prior state charity filings and correspondence (if available)
Quick Start
- Confirm filing state, org identity, reporting period, and output mode
- Research state-specific requirements from official sources
- Draft report sections using org data and 990/FS
- Assemble attachments index and execution package
- Run quality-control checklist before delivery
Output Modes
| Mode | Use When | Delivers |
|---|
| Full Compliance Package | Default | Report sections, tables, exhibits index, certification, signatures, filing instructions |
| Form-Field Mode | State form or portal requires field-by-field answers | Field answers with citations and optional narrative addendum |
| Executive Briefing | Board/leadership review before filing | 2-3 page compliance summary and open items |
Intake Defaults
Apply these defaults when the user has not specified. Label each as [ASSUMED] in output.
- Filing type: Annual charitable solicitation renewal report
- Reporting period: Most recent completed 12-month fiscal year
- Accounting basis: Accrual if 990/FS indicate accrual; otherwise as provided
- Professional fundraisers: None
- Multi-state: Address only requested state; note if others indicated
- Audit threshold: Determine via state research; label
[TO BE CONFIRMED]
Core Workflow
1. Resolve Open Items
Before drafting, confirm these with the user. Track each as , , or :
