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State Charity Annual Report

Draft State Charity 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 / 990-EZ / 990-PF
  • Financial Statements

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

Workflow

Overview

CaseMark's State Charity Annual Report skill automates the preparation of filing-ready annual reports for state charitable solicitation regulators across the United States. It researches state-specific requirements, extracts data from your IRS Form 990 and financial statements, and produces a complete compliance package with report sections, financial tables, attachments index, certification language, and filing instructions.

Preparing state charity bureau annual reports is a tedious, error-prone process that requires researching jurisdiction-specific requirements, manually extracting data from IRS filings and financial statements, and assembling multi-section reports with precise certification language. For organizations registered in multiple states, this burden multiplies, consuming significant staff time and increasing the risk of missed deadlines or compliance gaps.

CaseMark automates the entire state charity annual report workflow by researching current state-specific requirements, extracting and cross-referencing data from your Form 990 and financial statements, and generating a complete filing package with all required sections, schedules, and certifications. The result is a filing-ready report delivered in minutes instead of hours, with a built-in quality-control checklist to ensure accuracy before submission.

How it works

  1. 1. Upload your IRS Form 990, financial statements, and any prior state filings

  2. 2. Specify the filing state, organization details, reporting period, and desired output mode

  3. 3. AI researches state-specific requirements and drafts the complete report package

  4. 4. Review the filing-ready report, attachments index, and certification language

  5. 5. Export in your preferred format (DOCX, PDF) for submission

What you get

  • State-Specific Report Sections

  • Financial Tables and Schedules

  • Board and Officer Roster

  • Fundraising Activity Disclosures

  • Attachments and Exhibits Index

  • Certification and Signature Block

  • Filing Instructions and Deadlines

What it handles

  • State-specific regulatory requirement research and verification

  • Filing-ready report sections with financial tables and exhibits

  • Attachments index with execution and certification language

  • Form-field mode for state portal field-by-field answers

  • Executive briefing mode for board and leadership review

  • Quality-control checklist with filing instructions

Required documents

  • IRS Form 990 / 990-EZ / 990-PF

    The organization's federal information return for the reporting period, used to extract financial data, governance details, and program information

    .pdf, .docx

  • Financial Statements

    Audited, reviewed, or compiled financial statements for the reporting period, including balance sheet and statement of activities

    .pdf, .docx, .xlsx

Supporting documents

  • Prior State Charity Filings

    Previous annual reports or renewal filings submitted to the state charity bureau for reference and continuity

    .pdf, .docx

  • Board and Officer Roster

    Current list of directors, officers, and key employees with titles, terms, and compensation details

    .pdf, .docx, .xlsx

  • Professional Fundraiser Contracts

    Contracts with professional fundraisers, solicitors, or commercial co-venturers active during the reporting period

    .pdf, .docx

  • State Correspondence

    Any correspondence from the state charity bureau, Attorney General, or Secretary of State regarding registration or prior filings

    .pdf, .docx

Why teams use it

Eliminate hours of manual research into state-specific charity filing requirements and thresholds

Reduce errors by automatically cross-referencing Form 990 data with financial statements

Produce board-ready executive briefings alongside filing-ready compliance packages

Streamline multi-state compliance workflows by generating jurisdiction-specific reports on demand

Questions

Which states does this skill support?

CaseMark researches the specific requirements for any U.S. state charity bureau, Attorney General office, or Secretary of State that requires charitable solicitation annual reports. The AI verifies current state-specific rules, thresholds, and form requirements for your filing jurisdiction.

What output formats are available?

CaseMark offers three output modes: a Full Compliance Package with all report sections and filing instructions, a Form-Field Mode that maps answers to specific state form fields for portal entry, and an Executive Briefing for board-level review before filing. All can be exported as DOCX or PDF.

Can this handle multi-state filings?

Each run addresses one filing state in depth. If your organization is registered in multiple states, you can run the skill separately for each jurisdiction. CaseMark will note if your documents indicate registrations in other states that may also require filings.

Does it determine whether my organization needs an audit?

Yes. CaseMark researches the audit and review thresholds for your specific filing state and compares them against your organization's revenue and other relevant metrics. It will flag whether an audit, review, or compilation is required and note the applicable threshold.

What information do I need to provide beyond the uploaded documents?

At minimum, provide the filing state, organization legal name, EIN, charity registration number, reporting period, and principal address. CaseMark will extract most financial and governance data from your Form 990 and financial statements, applying reasonable defaults for anything not specified.

How does CaseMark ensure accuracy in the generated report?

CaseMark cross-references your Form 990 data against your financial statements, verifies state-specific requirements from official sources, runs a quality-control checklist, and clearly labels any assumed defaults so you can verify them before filing.

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