Overview
Create donor-redaction policies, public-copy checklists, and state attorney general disclosure matrices for U.S. nonprofit Form 990 Schedule B handling.
What It Covers
- IRS filing copy, public inspection copy, state regulator copy, internal board copy, and reviewer copy separation.
- Donor-identifying information controls for names, addresses, contribution details, noncash descriptions, and indirect identifiers.
- Publication hold points before website posting, public-copy distribution, and charity regulator submission.
- Handoffs to gift acceptance, charitable solicitation registration, and cross-document consistency review workflows.
Example Conversation
You: We have a Form 990 draft and Schedule B contributor list. Before we post the public copy, can you help us make sure donor information is handled correctly?
Agent: I will separate the IRS filing copy, public inspection copy, and any state regulator copies, then prepare a public-copy checklist with review hold points. I will not expose donor names in the chat response.
You: We also solicit in California, New York, and Florida.
Agent: I will add those states to a state AG disclosure matrix and mark any copy-handling questions for current state-specific review before submission.
Sample Output Excerpt
The skill produces a controlled policy and checklist package for donor privacy review.
Public Copy Redaction Checklist
| Check | Status | Evidence | Reviewer |
|---|---|---|---|
| IRS filing copy preserved separately from public inspection copy | Pending | Draft return package | CPA |
| Donor names and addresses reviewed for public-copy handling | Pending | Schedule B contributor report | Counsel |
| State AG copy requirements identified by fundraising state | Pending | Fundraising footprint | State registration specialist |
Publication Hold Points
- Do not post the public copy until the officer, CPA, and counsel review steps are complete.
- Confirm state-specific Schedule B handling before uploading annual charity filings.
- Route unclear jurisdictions to state registration review rather than guessing.
Extension Tools
This skill does not include an extension tool. It relies on structured workflow instructions, source references, and output templates so a reviewer can adapt the Schedule B handling matrix to the relevant tax year and fundraising states.
Validation focuses on required output files, metadata, JSON eval files, sync checks, and boundary adherence: no full Form 990 drafting, no state registration preparation, and no donor-identifying details in ordinary chat output.
Getting Started
Start with the nonprofit organization profile, fundraising footprint, gift acceptance context, draft Form 990 package, and Schedule B contributor report. The skill will create the redaction policy, public-copy checklist, and state AG disclosure matrix, then route filing and legal review questions to the right downstream workflow.