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Annual Report for State Charity Bureau

州慈善局年度报告

Charity bureau annual filings carry perjury certifications and jurisdiction-specific deadlines, audit thresholds, oath language, attachments, and fee schedules. This skill produces a source-documented filing package ensuring internal consistency between the 990, financial statements, and state disclosures.
慈善局年度申报包含伪证处罚声明、司法管辖区特有的截止日期、审计阈值、宣誓措辞、附件和费用表。本技能可生成来源可查的申报包，确保Form 990、财务报表和州披露文件之间的内容一致性。

Quick Start

快速入门

  1. Gather intake (state, period, revenue, fundraiser use, output mode)
  2. Normalize entity data and flag source conflicts
  3. Research state-specific requirements from official sources
  4. Draft report sections with cross-referenced tables
  5. Assemble filing package with exhibits, certification, and instructions
  6. Run post-draft alignment check
  1. 收集录入信息（州、周期、收入、筹款方使用情况、输出模式）
  2. 标准化实体数据并标记来源冲突
  3. 从官方渠道查询对应州的专属要求
  4. 起草包含交叉引用表格的报告章节
  5. 组装申报包，包含附件、证明文件和申报说明
  6. 运行起草后对齐校验

Pre-Draft Intake

起草前信息收集

Gather before drafting (skip only if user says "use defaults"):
  1. Filing state and year
  2. Reporting period (start/end, fiscal year end)
  3. Total revenue (determines audit/review thresholds)
  4. Professional fundraiser/solicitor/co-venturer use
  5. Output mode: 
    full-compliance
    (default), 
    form-field
    , or 
    executive-briefing
Request documents: articles/charter, bylaws, board minutes, Form 990 + schedules, financial statements (audited/reviewed/compiled), contracts, fundraising records, registration correspondence.
Defaults when user is silent (label each 
[ASSUMED]
): annual renewal/solicitation report; last completed 12-month period; audit threshold per state rule; no professional fundraisers unless documents indicate otherwise.
起草前收集以下信息（仅当用户说明「使用默认值」时可跳过）：
  1. 申报所在州和年份
  2. 报告周期（起止时间、财年结束时间）
  3. 总收入（用于确定审计/审查阈值）
  4. 专业筹款方/募资人/合作方使用情况
  5. 输出模式：
    full-compliance
    （默认）、
    form-field
    或
    executive-briefing
需申请的文件：公司章程/宪章、内部细则、董事会会议记录、Form 990及附表、财务报表（审计/审查/汇编版）、合同、筹款记录、注册往来函件。
用户未明确说明时的默认值（每项标注
[ASSUMED]
）：年度续期/募资报告；最近完成的12个月周期；按州规定执行审计阈值；除非文件另有说明，否则默认未使用专业筹款方。

Step 1 — Intake Normalization

步骤1 — 录入信息标准化

Build a normalization table tracking each field's value, source document, and conflicts:
FieldValueSourceConflict / Note
Legal name
EIN
State charity reg. number
Fiscal year end
Reporting period
State of filing
Revenue basis
Fundraiser use
Flag cross-source discrepancies (e.g., 990 revenue vs. audited financials) with 
[CONFLICT — VERIFY WITH COUNSEL]
.
构建标准化表格，跟踪每个字段的取值、来源文档和冲突情况：
字段取值来源冲突/备注
法定名称
EIN
州慈善机构注册号
财年结束时间
报告周期
申报所在州
收入核算基础
筹款方使用情况
标记跨来源差异（例如Form 990收入与审计财务报表不一致），标注
[CONFLICT — VERIFY WITH COUNSEL]
。

Step 2 — State-Requirements Research

步骤2 — 州级要求调研

Use official sources only: agency website, statute, admin code, filing instructions, fee schedule, portal guidance. Record URL + publish date for each source. Mark unverified details 
[TO BE CONFIRMED]
.
Requirements matrix:
TopicRequirementSourceApplies?Status
Filing form/portal
Deadline
Fees / payment method
Audit/review/compilation thresholds
Mandatory attachments
Required signatories
Oath language
Notarization / signature method
Fundraiser disclosure fields
仅使用官方来源：机构官网、法规、行政代码、申报说明、费用表、门户指南。记录每个来源的URL和发布日期，未经验证的细节标注
[TO BE CONFIRMED]
。
要求矩阵：
主题要求来源是否适用状态
申报表单/门户
截止日期
费用/支付方式
审计/审查/汇编阈值
强制附件
要求签字人
宣誓措辞
公证/签名方式
筹款方披露字段

Step 3 — Draft Report Sections

步骤3 — 起草报告章节

Draft in this order unless the state form dictates otherwise:
  1. Organizational Identity — legal name, DBA, EIN, reg. number, addresses, solicitation channels, reporting period, material changes
  2. Governance — board roster with roles, terms, compensation, relationship disclosures
  3. Financial Position — comparative financial summary, variance analysis, ratios
  4. Programs and Impact — descriptions, geography, beneficiaries, outputs, outcomes, expenses
  5. Fundraising and Compliance — disclosures by method, professional fundraiser schedule if applicable
  6. Attachments and Filing Execution — exhibits index, certification block, filing instructions
除非州表单另有要求，否则按以下顺序起草：
  1. 组织身份信息 — 法定名称、DBA、EIN、注册号、地址、募资渠道、报告周期、重大变更
  2. 治理信息 — 董事会成员名单及角色、任期、薪酬、关联关系披露
  3. 财务状况 — 对比财务摘要、差异分析、比率
  4. 项目与影响力 — 项目描述、覆盖地域、受益方、产出、成果、支出
  5. 筹款与合规 — 按募资方式分类披露、适用时提供专业筹款方明细表
  6. 附件与申报执行 — 附件索引、证明模块、申报说明

Output Tables

输出表格

Governance Roster
NameRoleTerm startTerm endCompensationRelationship/disclosure
Financial Summary (comparative)
Line itemCurrent yrPrior yrVariance $Variance %Source
Contributions and grants
Program service revenue
Investment income
Special events net
Total revenue
Program expenses
Management/general
Fundraising
Total expenses
Change in net assets
Total assets / liabilities / net assets
Financial Ratios
MetricFormulaOutputNote
Program expense ratioProgram exp. / total exp.
Fundraising efficiencyFundraising exp. / total contributions
Operating reserves (months)Unrestricted net assets / (total exp. / 12)
Fundraising Disclosures
MethodGross raisedDirect costsNet proceedsState-required notes
Professional Fundraiser Schedule (if applicable)
EntityRoleContract datesAmount paidAmount raisedReg. IDAttached?
治理成员名单
姓名角色任期开始任期结束薪酬关联关系/披露内容
财务摘要（对比版）
行项目本年度上一年度差异金额差异率来源
捐赠与拨款
项目服务收入
投资收益
特别活动净收入
总收入
项目支出
管理/通用支出
筹款支出
总支出
净资产变动
总资产/负债/净资产
财务比率
指标公式计算结果备注
项目支出比率项目支出/总支出
筹款效率筹款支出/总捐赠额
运营储备（月）无限制净资产/(总支出/12)
筹款披露
募资方式募资总额直接成本净收益州要求备注
专业筹款方明细表（适用时）
主体角色合同有效期支付金额募资总额注册号是否已附

Step 4 — Assemble Filing Package

步骤4 — 组装申报包

Attachments index:
ExhibitDescriptionRequired by stateIncludedCitation
AForm 990 + schedules
BAudit/review/compilation report
CFundraiser/solicitor contracts
DBoard resolution
EOther state-required docs
Certification block: Use exact statutory oath language when available; flag 
[VERIFY]
otherwise. Default: "I declare under penalty of perjury under the laws of [STATE] that I have examined this report and attachments and believe them true, correct, and complete."
Filing instructions table:
ItemDetail
Filing method
Deadline
Fee
Extension process
Originals/copies required
Notarization requirement
附件索引：
附件编号描述州要求是否需要是否包含引用来源
AForm 990及附表
B审计/审查/汇编报告
C筹款方/募资人合同
D董事会决议
E其他州要求文件
证明模块： 尽可能使用法定原文宣誓措辞，否则标注
[VERIFY]
。默认内容："我根据[STATE]法律在伪证处罚的前提下声明，我已核查本报告及附件，确认其真实、准确、完整。"
申报说明表：
项目详情
申报方式
截止日期
费用
延期流程
要求原件/复印件数量
公证要求

Step 5 — Mode-Specific Output

步骤5 — 分模式输出

ModeContent
Full Compliance Package (default)Narrative + all tables + exhibits index + signatures + filing instructions
Form-Field ModeField-by-field responses matching state form/portal with linked source evidence
Executive BriefingLeadership summary of filing posture, risks, and open items
模式内容
完整合规包（默认）叙述内容 + 全部表格 + 附件索引 + 签字页 + 申报说明
表单字段模式逐字段匹配州表单/门户要求的回复，附关联来源证明
高管简报面向管理层的申报情况、风险和待办事项摘要

Post-Draft Alignment

起草后对齐校验

After delivering the package, confirm with user:
  1. Do financial figures match records? Any 990-vs-financial-statement discrepancies?
  2. Are board members/officers current? Any compensation or relationship updates?
  3. Need additional output mode (form-field or executive briefing)?
  4. Any professional fundraiser contracts or amendments not yet provided?
交付申报包后，向用户确认以下内容：
  1. 财务数据是否与记录一致？是否存在Form 990与财务报表的差异？
  2. 董事会成员/高管信息是否最新？是否有薪酬或关联关系更新？
  3. 是否需要其他输出模式（表单字段或高管简报）？
  4. 是否有尚未提供的专业筹款方合同或修正案？

Quality Checks

质量校验

  • Values consistent across all tables and narrative; conflicts flagged 
    [CONFLICT — VERIFY WITH COUNSEL]
  • Every gap marked 
    [OPEN]
    , 
    [ASSUMED]
    , or 
    [TO BE CONFIRMED]
  • Deadline, fee, and extension verified from official source
  • Audit/review threshold applied correctly for revenue level
  • Oath language matches statutory requirements or flagged 
    [VERIFY]
  • Fundraiser disclosures complete if professional fundraisers used
  • Attachments index cross-referenced against requirements matrix
  • Financial ratios computed correctly from stated figures
  • No fabricated filing rules, deadlines, fee tiers, or audit requirements
  • 所有表格和叙述内容取值一致，冲突标注
    [CONFLICT — VERIFY WITH COUNSEL]
  • 所有空缺标注
    [OPEN]
    、
    [ASSUMED]
    或
    [TO BE CONFIRMED]
  • 截止日期、费用和延期信息已通过官方来源验证
  • 审计/审查阈值适配收入水平，应用正确
  • 宣誓措辞符合法定要求，否则标注
    [VERIFY]
  • 如使用专业筹款方，披露内容完整
  • 附件索引与要求矩阵交叉核对一致
  • 财务比率基于声明数值计算正确
  • 未编造申报规则、截止日期、费用等级或审计要求

Guardrails

边界规则

  • Use official state/legal sources only — never infer legal obligations
  • Reconcile or flag any cross-table inconsistencies
  • Preserve board/officer identities and compensation exactly as sourced
  • Include jurisdiction caveat when state rules vary by year or filing type
  • Mark uncertain legal statements 
    [VERIFY]
  • Output requires attorney or compliance officer review before filing
Required disclaimer on every output:
THIS FILING PACKAGE REQUIRES INDEPENDENT VERIFICATION OF ALL DEADLINES, THRESHOLDS, AND LEGAL REQUIREMENTS BY A QUALIFIED ATTORNEY OR CPA BEFORE SUBMISSION, AND DOES NOT CONSTITUTE LEGAL ADVICE.
  • 仅使用官方州/法律来源，绝不推断法律义务
  • 协调或标记所有跨表格不一致内容
  • 完全按照来源保留董事会/高管身份和薪酬信息
  • 当州规则随年份或申报类型变化时，添加司法管辖区说明
  • 不确定的法律声明标注
    [VERIFY]
  • 输出内容需经律师或合规官审核后才可申报
每份输出必须附带的免责声明：
本申报包提交前需由合格律师或注册会计师对所有截止日期、阈值和法律要求进行独立验证，不构成法律建议。