Charity Annual Report

Draft Charity Bureau Annual Reports in Minutes

12 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

12 minutes with CaseMark

What you'll need

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

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Charity Annual Report skill automates the complex, time-intensive process of drafting state charity bureau annual reports. It extracts organizational, financial, and programmatic data from your uploaded documents, researches jurisdiction-specific requirements, and assembles a certified, filing-ready compliance package complete with governance disclosures and attachment indices.

Preparing annual reports for state charity bureaus is a painstaking manual process that requires reconciling data across Form 990 filings, audited financials, governing documents, and fundraising records. Each state has unique filing requirements, revenue-based audit thresholds, and attachment mandates, making it easy to miss disclosures or submit inconsistent data that triggers penalties or registration delays.

CaseMark automates the entire annual report drafting workflow by extracting and normalizing data from all uploaded source documents, researching your state's specific filing requirements, and assembling a certified compliance package. The built-in open items tracker ensures nothing falls through the cracks, while multiple output modes let you generate everything from form-field answers to board-ready briefings.

How it works

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. CaseMark researches state-specific filing requirements and assembles a compliant report package
4. Review flagged items, customize disclosures, and export your filing-ready report (DOCX, PDF)

What you get

Pre-Draft Intake Summary with Open Items Tracker
Intake Normalization Table with Reconciled Organizational Data
Certified Financial Tables and Revenue Analysis
Governance and Policy Disclosures
Fundraising Activity Summary
Attachments Index and Filing Instructions
Penalty-of-Perjury Certification and Signature Blocks

What it handles

State-specific filing requirement research and compliance mapping
Automated extraction of financial, organizational, and programmatic data
Certified financials reconciliation across Form 990 and audited statements
Governance disclosure assembly with conflicts of interest and policy tracking
Open items tracker with flagged missing data and assumed values
Multiple output modes: Full Compliance Package, Form-Field, or Executive Briefing

Required documents

IRS Form 990 with Schedules
Most recent Form 990 filing including all applicable schedules for financial data extraction
.pdf, .docx
Audited or Reviewed Financial Statements
CPA-prepared audited, reviewed, or compiled financial statements for the reporting period
.pdf, .docx
Governing Documents
Articles of incorporation, bylaws, and relevant board resolutions or meeting minutes
.pdf, .docx

Supporting documents

Prior Annual Reports
Previously filed charity bureau annual reports and registration certificates for continuity
.pdf, .docx
Professional Fundraiser Contracts
Contracts with professional fundraisers, solicitors, or commercial co-venturers
.pdf, .docx
Governance Policies
Conflicts of interest, whistleblower, and document retention policies
.pdf, .docx
Charity Bureau Correspondence
Any correspondence from the state charity bureau regarding registration or prior filings
.pdf, .docx

Why teams use it

Reduce annual report preparation time from days to minutes with automated data extraction and reconciliation

Minimize compliance risk with state-specific requirement research and built-in open items tracking

Ensure data consistency by reconciling information across Form 990, audited financials, and governing documents

Produce board-ready executive briefings alongside full filing packages for streamlined governance review

Questions

Which states does this skill support?

CaseMark researches filing requirements for all 50 states and applicable territories. The AI identifies your filing jurisdiction from uploaded registration documents and tailors the report to that state's specific form, narrative, and attachment requirements.

Does this replace the need for an audited financial statement?

No. CaseMark extracts and organizes data from your existing audited, reviewed, or compiled financial statements and Form 990. You still need to obtain the appropriate level of financial review required by your filing state based on your revenue tier.

How does CaseMark handle missing or conflicting 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 discrepancies before filing.

Can I generate a board-ready summary instead of the full filing?

Yes. CaseMark offers an Executive Briefing mode that produces a 2–3 page summary of filing status, key financials, and compliance issues designed for board review, in addition to the full compliance package.

Does this skill handle professional fundraiser disclosures?

Yes. CaseMark extracts data from uploaded professional fundraiser, solicitor, and commercial co-venturer contracts and incorporates gross and net fundraising figures by method into the report as required by your filing state.

Is the output ready to file immediately?

CaseMark produces a filing-ready report with signature blocks and penalty-of-perjury certification language. However, you should review all flagged items, confirm assumed values, and obtain authorized signatures before submitting to your state charity bureau.