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Dana Park · Thursday 9 April

Phases	Current holder	Due date	Actual / budget	Actions
FieldworkTrellis Academy · FY2025 school audit	Dana Park	15 May	59.0 / 79.0 h
PlanningHarbor Light Community Services · FY2025 nonprofit audit	Dana Park	15 May	0.0 / 122.0 h
Report draftingWexford Diocese Schools · FY2025 agreed-upon procedures	Dana Park	15 Jun	33.5 / 37.0 h

Projects	Current holder	Due date	Actual / budget	Actions
FY2025 foundation auditBeckett Family FoundationFieldwork	Jonah Reyes	15 May	35.5 / 49.0 h
FY2025 nonprofit auditHarbor Light Community ServicesPlanning	Dana Park	15 May	0.0 / 122.0 h
FY2025 school auditTrellis AcademyFieldwork	Dana Park	15 May	59.0 / 79.0 h
FY2025 agreed-upon proceduresWexford Diocese SchoolsReport drafting	Dana Park	15 Jun	33.5 / 37.0 h
FY2025 401(k) plan auditBrighton Dental PartnersFieldwork	Priya Shah	31 Jul	68.0 / 64.0 h

Tasks	Employee	Due date	Status	Actions
Minimum distribution requirementBeckett Family Foundation · FY2025 foundation audit	Dana Park	9 Apr	Open
Draft the procedures and findingsWexford Diocese Schools · FY2025 agreed-upon procedures	Dana Park	10 Apr	Open
Time-and-effort certificationsTrellis Academy · FY2025 school audit	Dana Park	10 Apr	Open
Agree the findings with the school officesWexford Diocese Schools · FY2025 agreed-upon procedures	Dana Park	15 Apr	Open
Subsequent events reviewBrighton Dental Partners · FY2025 401(k) plan audit	Dana Park	20 Apr	Open
Board communication draftBeckett Family Foundation · FY2025 foundation audit	Dana Park	22 Apr	Open
Management representation letterBrighton Dental Partners · FY2025 401(k) plan audit	Dana Park	22 Apr	Open
Schedule of expenditures of federal awardsTrellis Academy · FY2025 school audit	Dana Park	22 Apr	Open

Form instances	Authority	Due date	Status
Form 990Trellis Academy · FY2025 school audit	Internal Revenue Service	15 MayNot extended	Open
Form 990Harbor Light Community Services · FY2025 nonprofit audit	Internal Revenue Service	15 MayNot extended	Open
Form 990-PFBeckett Family Foundation · FY2025 foundation audit	Internal Revenue Service	15 MayNot extended	Open
AUP report to the dioceseWexford Diocese Schools · FY2025 agreed-upon procedures	Diocese of Wexford	15 JunNot extended	Open
Form 5500Brighton Dental Partners · FY2025 401(k) plan audit	Department of Labor	31 JulNot extended	Open
Form 8955-SSABrighton Dental Partners · FY2025 401(k) plan audit	Internal Revenue Service	31 JulNot extended	Open
Data Collection Form SF-SACTrellis Academy · FY2025 school audit	Federal Audit Clearinghouse	30 SeptNot extended	Open