casemark/charity-annual-report
skills/legal/charity-annual-report/SKILL.md
Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments. Extracts organizational, financial, and programmatic data from uploaded documents, researches state-specific filing requirements, and produces a penalty-of-perjury-certified report. Use when drafting charity bureau annual reports, nonprofit compliance filings, charitable solicitation renewals, or state charity registration renewals.
$ install --global
skillsauthnpx skillsauth add casemark/skills charity-annual-reportInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: May 25, 2026, 3:31 AM16.7s1 file scanned
SKILL.md
- name:
- charity-annual-report
- language:
- en
- description:
- Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments. Extracts organizational, financial, and programmatic data from uploaded documents, researches state-specific filing requirements, and produces a penalty-of-perjury-certified report. Use when drafting charity bureau annual reports, nonprofit compliance filings, charitable solicitation renewals, or state charity registration renewals.
Annual Report for State Charity Bureau
Produces a state-compliant charity annual report by extracting data from uploaded documents, researching jurisdiction-specific requirements, and assembling a certified filing package.
Prerequisites
- Governing documents — articles of incorporation, bylaws, board resolutions, minutes
- Prior filings — previous annual reports, charity bureau correspondence, registration certificates
- Financial records — IRS Form 990 (all schedules), audited/reviewed/compiled financials, general ledger summary
- Fundraising records — gross/net by method, professional fundraiser/solicitor/co-venturer contracts
- Governance policies — conflicts of interest, whistleblower, document retention
Output Modes
| Mode | Description | |---|---| | Full Compliance Package (default) | Narrative report with tables, attachments index, signature blocks, certification, filing instructions | | Form-Field Mode | Field-by-field answers keyed to state form/portal with source citations | | Executive Briefing | 2–3 page summary of filing status, key financials, and compliance issues for board review |
Workflow
1. Pre-Draft Intake
Confirm or apply defaults. Mark unconfirmed values [ASSUMED] and missing data [TO BE CONFIRMED].
- Filing state (from registration docs)
- Reporting period (most recent completed fiscal year)
- Form requirement (narrative unless state form identified)
- Total revenue (determines audit/review tier)
- Professional fundraisers (none unless contracts found)
- Output mode (Full Compliance Package)
Maintain an Open Items tracker throughout; resolve or flag each before finalizing.
2. Source Extraction
Build an Intake Normalization Table reconciling across all uploads: legal name, DBA(s), EIN, state charity registration number, addresses, FYE, date of incorporation, tax-exempt status, current and prior year revenue.
Check for: short fiscal year, mid-year name/address changes, merged/successor entities.
3. State Requirements Research
Research rules from official sources only (charity bureau/AG website, statutes, admin code). Record source URL and publication date for every requirement.
Build a Requirements Matrix covering:
- Form number, deadline, extension rules, filing method, fee
- Audit/review/compilation revenue thresholds
- Required attachments (990, audit report, contracts, etc.)
- Professional fundraiser disclosure fields
- Certification/oath language (verbatim if prescribed), signatories, notarization
- Governance policy attestations
- Special disclosures (related-party transactions, name changes, litigation)
- Multi-state notes (URS accepted?)
Mark conflicting sources [CONFLICT — VERIFY WITH COUNSEL].
4. Draft Core Sections
Organizational Identity: Legal name, DBA(s), EIN, registration number, addresses, solicitation channels, reporting period, material mid-year changes, affiliated entities.
Governance: Board/officer roster with name, title, term dates, compensation, independence status. Confirm compliance with state minimums. Note mid-year changes, bylaw amendments, policy adoptions.
Financials: Comparative (current vs. prior year) revenue and expense table on identified accounting basis (accrual/cash). Categories: contributions/grants, program service revenue, investment income, special events, other revenue; program expenses, management/general, fundraising. Include change in net assets and balance sheet totals. Compute program expense ratio (target ≥75%), fundraising efficiency, months of operating reserves.
Programs & Impact: Per major program: charitable purpose, populations served, geography, quantifiable outcomes, program expenses, volunteer hours.
Fundraising & Compliance: Fundraising by method (gross/costs/net). Professional fundraiser table (entity, role, contract dates, amounts, state registration ID). Registration status, audit compliance, governance attestation. Format each requirement as: legal requirement → compliance status.
5. Attachments Index
Build exhibit list (990, audit report, fundraiser contracts, board resolution, articles/amendments). Cross-check every exhibit against the Requirements Matrix.
6. Execution Package
- Certification: Insert verbatim state-prescribed oath. If unavailable, use penalty-of-perjury placeholder flagged
[TO BE CONFIRMED] - Signature blocks: Per state requirements and bylaws (President/Chair, Treasurer/CFO typical). Notarization block only if required
- Filing instructions: Deadline, extension process, method, fee, signature requirements
7. Refinement
Offer: convert to Form-Field Mode, strengthen program narrative, adjust financial presentation, expand fundraiser disclosures, add multi-state appendix, produce Executive Briefing, generate cover letter.
Quality Checklist
- [ ] All unconfirmed values labeled
[ASSUMED]or[TO BE CONFIRMED] - [ ] Requirements Matrix complete with official citations
- [ ] Filing deadline correctly calculated from FYE
- [ ] Audit/review tier matches organization's revenue
- [ ] Legal name, EIN, registration number consistent across all sections
- [ ] Revenue/expense totals reconcile to financials and Form 990
- [ ] Functional expense categories align with 990 Part IX
- [ ] Financial ratios arithmetically verified
- [ ] All required attachments indexed and cross-referenced
- [ ] Certification language is state-correct (verbatim where required)
- [ ] Correct signatories identified per state law and bylaws
- [ ] Notarization requirement confirmed or ruled out
- [ ] No unmarked placeholder text remains
Critical Rules
- Never guess — report is certified under penalty of perjury; flag every data gap
- Official sources only — AG/charity bureau websites, statutes, admin code for state requirements
- Reconcile across documents — name, EIN, financials must match between 990, audit, and narrative
- State-specific — never assume one state's rules apply to another
- Professional fundraiser scrutiny — primary enforcement focus; verify contract compliance
- Multi-state awareness — if evidence suggests solicitation in other states, note registration obligations
Related Skills
casemark/medical-records-gap-analysis
tools
VerifiedTrustedCommunity
Audits the complete in-scope medical-record universe in a litigation matter and produces an attorney-facing, Bates-cited analysis of treatment gaps, missing records or providers, baseline coverage, material billing or production mismatches, and complaint evolution. Use when asked to find missing medical records, analyze treatment gaps or first-care timing, identify absent providers, assess whether a production is complete, or prepare a records-request target list. Use medical-record-chronology instead when the primary request is a chronological clinical narrative.
40SKILL.mdUpdated Sep 3, 2026
casemark/private-placement-memo
development
VerifiedTrustedCommunity
Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.
40SKILL.mdUpdated Apr 17, 2026
casemark/privacy-law-updates
data-ai
VerifiedTrustedCommunity
Generates structured privacy and data protection law briefings across US, EU, UK, and other jurisdictions. Organizes by jurisdiction with compliance deadlines, enforcement actions, and legislative changes. Use when preparing privacy law briefings, compliance updates, regulatory change summaries, or data protection landscape reviews.
40SKILL.mdUpdated Apr 17, 2026
casemark/prior-art-summary
testing
VerifiedTrustedCommunity
Generates structured summaries of prior art references for patent prosecution, validity analysis, and freedom-to-operate assessments. Maps disclosures to claim elements with precise citations. Use when summarizing prior art, analyzing patent landscapes, mapping references to claims, or preparing office action responses.
40SKILL.mdUpdated Apr 17, 2026