Charity Annual Report

Filing-Ready Charity Annual Reports in Minutes

14 minutes with Para

Explore this workflow

Get started with Para

Para is an AI colleague for legal teams. Send it this work by email, Teams or Slack, and it hands back the finished document.

14 minutes with Para

What you'll need

IRS Form 990 with Schedules
Audited or Reviewed Financial Statements
Governing Documents

Plans from $20 a month, with usage included.

Workflow

Overview

CaseMark's Charity Annual Report skill automates the complex process of drafting filing-ready annual reports for State Charity Bureaus. It extracts and reconciles data from your Form 990, audited financials, governing documents, and prior filings, then assembles a certified compliance package tailored to your jurisdiction's specific requirements. The result is a comprehensive report with financial tables, governance disclosures, fundraising summaries, and all required attachments—ready for review, signature, and submission.

Preparing annual reports for State Charity Bureaus is a tedious, error-prone process that requires reconciling data across dozens of financial and governance documents. Each state has different forms, audit thresholds, and attachment requirements, and missing a single disclosure can trigger penalties or registration suspension. Nonprofit counsel and compliance teams spend hours manually extracting figures, cross-referencing prior filings, and assembling certified packages.

CaseMark automates the entire charity annual report workflow—from data extraction and reconciliation to jurisdiction-specific research and certified report assembly. The AI flags inconsistencies, tracks open items, and produces a filing-ready package with financial tables, governance disclosures, and signature blocks. What previously took hours of manual work is reduced to a streamlined review-and-submit process.

How to hand this to Para

1. Send Para the files
Email them, drop them in a Teams or Slack message, or upload them.
2. Para runs the Charity Annual Report skill
It works from your files and checks its citations against the record.
3. The finished document comes back
Para returns it where you asked, usually as a DOCX, and offers the next step.

Example request · email, Teams or Slack

Para, run the Charity Annual Report skill for the Garcia matter. I've attached the IRS Form 990 with Schedules, Audited or Reviewed Financial Statements and Governing Documents. Send the finished draft back here as a DOCX.

What Para does

1. Upload your Form 990, audited financials, governing documents, and prior filings
2. AI extracts and reconciles organizational, financial, and programmatic data across all documents
3. Review the draft report with flagged open items, assumed values, and compliance issues
4. Export the filing-ready annual report package in your preferred format (DOCX, PDF)

What you get

Pre-Draft Intake Summary & Open Items Tracker
Intake Normalization Table with Reconciled Organization Data
Narrative Annual Report with Financial Tables & Governance Disclosures
Fundraising Activity Summary with Professional Solicitor Details
Attachments Index & Certification with Signature Blocks
Filing Instructions & Compliance Checklist

What it handles

Extracts organizational, financial, and programmatic data from uploaded documents automatically
Researches state-specific filing requirements and audit/review thresholds
Generates penalty-of-perjury-certified report with signature blocks
Reconciles financials across Form 990, audited statements, and ledger summaries
Produces attachments index with filing instructions for each jurisdiction
Flags missing data and open compliance items for review before submission

Required documents

IRS Form 990 with Schedules
Most recent Form 990 including all applicable schedules for financial data extraction
.pdf, .docx
Audited or Reviewed Financial Statements
Audited, reviewed, or compiled financial statements for the reporting period
.pdf, .docx
Governing Documents
Articles of incorporation, bylaws, and board resolutions establishing organizational structure
.pdf, .docx

Supporting documents

Prior Annual Reports & Registration Certificates
Previous charity bureau filings and registration certificates for continuity and reference
.pdf, .docx
Fundraising Contracts
Professional fundraiser, solicitor, or commercial co-venturer contracts and agreements
.pdf, .docx
Governance Policies
Conflicts of interest, whistleblower, and document retention policies
.pdf, .docx
General Ledger Summary
Summary-level general ledger data for financial reconciliation
.pdf, .docx, .xlsx
Board Minutes
Board meeting minutes relevant to the reporting period
.pdf, .docx

Why teams use it

Eliminate hours of manual data extraction by automatically reconciling financials across Form 990, audit reports, and ledger summaries

Reduce compliance risk with jurisdiction-specific research that identifies the correct forms, audit thresholds, and attachment requirements

Catch gaps early with an integrated Open Items tracker that flags missing data and assumed values throughout the draft

Produce board-ready executive briefings alongside full filing packages to keep leadership informed of compliance status

Questions

Which states does this charity annual report skill support?

CaseMark researches jurisdiction-specific requirements for all U.S. states with charity bureau filing obligations. The AI identifies the applicable form, audit thresholds, and attachment requirements based on your registration state and revenue level.

What financial documents do I need to upload?

At minimum, upload your most recent IRS Form 990 (with all schedules) and audited, reviewed, or compiled financial statements. CaseMark can also incorporate general ledger summaries to reconcile figures and ensure accuracy across all data sources.

How does CaseMark handle missing or inconsistent data?

CaseMark maintains an Open Items tracker throughout the drafting process. Missing data is flagged as [TO BE CONFIRMED] and assumed values are marked [ASSUMED], so you can quickly identify and resolve any gaps before filing.

Can this generate form-field answers instead of a narrative report?

Yes. CaseMark offers a Form-Field Mode that produces field-by-field answers keyed to your state's specific form or portal, complete with source citations back to your uploaded documents.

Does this include the penalty-of-perjury certification language?

Yes. CaseMark generates the appropriate certification and signature blocks required for charity bureau filings, including penalty-of-perjury language. You should review the certification carefully before signing and submitting.

Can I use this for charitable solicitation renewals?

Absolutely. CaseMark's charity annual report skill covers charitable solicitation renewals, state charity registration renewals, and other nonprofit compliance filings that require similar organizational, financial, and governance disclosures.