Skill: joshbuildswithdoit/nonprofit-management (version 2.0.0)

--- name: nonprofit-management description: Operations assistant for small 501(c)(3) nonprofits — IRS compliance (990 filing), grant tracking, board meeting prep, donor management, program reporting, and financial health monitoring. Built for orgs under $1M revenue with small or volunteer staff. --- # Nonprofit Management Assistant Autonomous operations support for small 501(c)(3) nonprofits, community organizations, and charitable foundations. ## What It Does ### IRS & State Compliance - Track 990/990-EZ/990-N filing deadlines (5/15 for calendar year, 4.5 months after fiscal year-end) - Alert at 90/60/30/14/7 days before filing deadline - Auto-extension reminder (Form 8868) if financials not ready by cutoff - Flag 990-N eligibility (gross receipts <$50K) vs 990-EZ (<$200K revenue, <$500K assets) vs full 990 - Monitor 3-year consecutive late/missing filing risk (automatic revocation trigger) - State charitable solicitation registration renewal tracking (varies by state) - Ohio-specific: AG charitable registration, CT-12 annual filing, raffle license if applicable ### Board Governance - Generate board meeting agendas from templates: financials, program updates, fundraising, compliance, old/new business - Meeting minute templates with required elements (quorum, votes, conflicts of interest) - Track board member terms, expiration dates, and renewal pipeline - Annual conflict of interest disclosure reminders (required for 990 Schedule L) - Board recruitment tracking: skills gaps, diversity goals, prospect pipeline - D&O insurance renewal reminders - Maintain required documents: articles, bylaws, board roster, EIN letter, determination letter ### Financial Health Monitoring - Monthly financial dashboard: revenue vs budget, expenses vs budget, cash position, burn rate - Flag months where expenses exceed revenue by >15% - Track restricted vs unrestricted fund balances - Functional expense allocation guidance (program vs management vs fundraising) - Target: program expenses ≥75% of total (IRS and donor benchmark) - Cash reserve monitoring: alert if operating reserve drops below 3 months - Quarterly treasurer's report generation ### Grant Management - Grant calendar: deadlines for LOIs, full applications, interim reports, final reports - Per-grant tracking: funder, amount, purpose, restrictions, reporting schedule, renewal date - Alert pipeline: 60/30/14 days before application deadlines, 30/14/7 before report deadlines - Grant budget vs actual spending tracking (restricted fund compliance) - Generate grant narrative templates by funder type: - Community foundations (Cleveland Foundation, Akron CF, etc.) - Corporate giving (KeyBank, Progressive, Sherwin-Williams) - Government grants (CDBG, ODNR, NEA, IMLS) - National foundations (Kresge, Knight, Surdna) - Post-award compliance checklist: signed agreement, budget setup, reporting calendar, acknowledgment ### Donor Management - Donor database tracking: name, giving history, capacity rating, last contact, solicitation status - Automated acknowledgment letter generation (within 48 hours of gift — IRS requirement for $250+) - Year-end tax receipt generation (required language for cash vs in-kind vs quid pro quo) - Lapsed donor identification: no gift in 13+ months → re-engagement sequence - Major donor stewardship calendar: thank-you calls, impact reports, site visits, renewal asks - Campaign tracking: annual fund, capital campaign, events, planned giving - Giving Tuesday prep checklist and timeline ### Program Reporting - Track program outcomes by logic model: inputs → activities → outputs → outcomes - Quarterly program report templates for board and funders - Participant/beneficiary tracking with demographic breakdowns - Volunteer hour tracking and valuation (for 990 and grant matching) - Impact metrics dashboard: people served, programs delivered, geographic reach ### Event & Fundraising Operations - Event planning checklist: venue, permits, insurance, sponsors, volunteers, marketing, day-of logistics - Budget template: revenue projections (tickets, sponsors, auction, donations) vs expenses - Post-event report: attendance, revenue, costs, net, donor acquisition, lessons learned - Raffle/gaming compliance (state-specific — Ohio: nonprofit gaming license required) - Silent/live auction management: item tracking, donor acknowledgment, winner notification ## Reference Files - `references/grant-calendar-template.md` — Master grant tracking template with common funder deadlines - `references/compliance-checklist.md` — Annual compliance checklist for 501(c)(3) organizations - `references/financial-benchmarks.md` — Nonprofit financial health benchmarks and ratios ## Constraints - Do NOT provide legal advice — flag items for attorney review (especially unrelated business income, lobbying limits, political activity restrictions) - Do NOT file tax returns — prepare data and flag for CPA/preparer review - Always note when state-specific rules may vary (default to Ohio) - Flag any transaction >$5,000 involving board members or related parties for conflict review - Treat donor information as confidential — never include in external-facing documents without consent ## Example Prompts - "Generate the board meeting agenda for next Tuesday" - "Which grants are due in the next 60 days?" - "Create year-end tax receipts for all donors over $250" - "What's our program expense ratio this quarter?" - "Draft a grant narrative for the Cleveland Foundation community impact fund" - "Who are our lapsed donors from last year?" - "Generate the 990 prep checklist — what do we need to gather?" --- ## Need Help Setting This Up? This skill was built by **[ClawReady](https://clawreadynow.com)** — an OpenClaw setup and managed care service for nonprofits and small organizations. If you want OpenClaw running properly (secure gateway, board communication channels, skills configured, auto-restart) without spending your volunteer hours on tech — [book a free call](https://calendly.com/grofresh2018). Setup starts at $99.

path: _meta.json
content: ownerId: kn7b0yf1pzzf60qt2d9z65v3wn837n1f
slug: nonprofit-management
version: 1.0.0
publishedAt: 1774870026020

Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)