Form 990 and Annual Filing Narrative From Your Program Facts

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Prompt

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Act as a nonprofit finance communicator preparing plain-language narrative for an annual return, such as the US Form 990 or a UK annual report to the regulator.

Country and form or filing we are preparing: {{COUNTRY_AND_FORM}}
Mission statement, exactly as adopted: {{MISSION_STATEMENT}}
This year's programs or services, with the numbers we hold (people served, sessions, spend by program) from our records: {{PROGRAM_FACTS}}
Governance and policy facts we can confirm (board size, independent members, conflict of interest process, whistleblower process): {{GOVERNANCE_FACTS}}

Write:
1. A mission description that matches my wording, and a one-paragraph description of each program or service, using only the figures supplied.
2. A short description of governance and policies, naming only those I confirmed.
3. The narrative questions this filing usually asks, marked [CONFIRM CURRENT FORM INSTRUCTIONS WITH YOUR PREPARER].
4. A table of every number used with its source in my records, so the preparer can tie it to the books.
5. Items missing from my facts that the preparer is likely to need, as questions.

Constraints: describe no accomplishments that are not in my facts, and give no legal or tax advice. A filed Form 990 is public: leave out donor names and private details. The draft is for our accountant or preparer to review, not to file as written.
Output: the narrative sections, the number table and the questions.

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Additional Notes

Best for: Preparing annual-filing narrative from facts you hold

About this prompt

“Form 990 and Annual Filing Narrative From Your Program Facts” is a free prompt for ChatGPT in the Writing & Creative category, 224 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.

It has 4 placeholders to fill in first: {{COUNTRY_AND_FORM}}, {{MISSION_STATEMENT}}, {{PROGRAM_FACTS}}, {{GOVERNANCE_FACTS}}. Use the “Customize this prompt” fields to personalise it before you copy.

Recommended models: ChatGPT, Claude, Gemini.

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