# U.S. Nonprofit Form 990 Schedule B Redaction

> Create donor-redaction policies, public-copy checklists, and state attorney general disclosure matrices for U.S. nonprofit Form 990 Schedule B handling.



Tags: Nonprofit, Form 990, Schedule B, Donor Privacy, Compliance


## Example Prompts

- Prepare the public-copy redaction checklist before we post our Form 990
- Build a Schedule B handling policy for IRS, public, and state AG copies
- Review whether our fundraising states need an unredacted Schedule B copy

URL: https://rakenne.app/skills/us-nonprofit-form-990-schedule-b-redaction/index.md

Try this skill: https://rakenne.app/a/?skill=us-nonprofit-form-990-schedule-b-redaction



## 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.

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# 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.

<!-- /excerpt -->

## 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.



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