Projects/Trellis Academy/Audit

FY2025 school audit

Year ended 31 December 2025 · a single audit under the Uniform Guidance · the reporting package is due nine months after the year end

Where we areFieldwork, day 11Hours59.0 / 79.0 h 20.0 h leftNext filing15 May 2026 · Form 990 · 2 open

Trellis Academy

Transfer FY2025 school audit to Priya Shah?

Priya Shah holds Wrap-up from today, and it lands on their day.

One entry is proposed for you on today at your own role, with the hours blank. You can change the role it is coded to or discard it before you confirm.

Forms

FormFiled withDueExtensionStatusAction
Form 990Return of organization exempt from income tax. Extended once on Form 8868.Internal Revenue Service15 May 2026Not extended · 1 availableopen
Data Collection Form SF-SACThe single-audit reporting package. Nine months after the year end, and there is no extension of it.Federal Audit Clearinghouse30 Sept 2026Cannot be extendedopen

Phases

Phase / taskAssigneeDatesHours in itStatusAction
Planning2 of 2 tasks doneDana Park16 Feb – 27 Feb · took 12 days11.5 hcompleteCompleted
Fieldwork0 of 5 tasks doneDana Parkopened 30 Mar · day 1147.5 hin progress

Trellis Academy

Transfer FY2025 school audit to Priya Shah?

Priya Shah holds Wrap-up from today, and it lands on their day.

One entry is proposed for you on today at your own role, with the hours blank. You can change the role it is coded to or discard it before you confirm.

Federal award testing · Title IJonah Reyesdue 8 Apr20.0 hworked onNo action
Enrolment and attendance recordsMilo Renarddue 9 Apr18.0 hworked onNo action
Time-and-effort certificationsDana Parkdue 10 Apr4.5 hworked on
Cash and investmentsPriya Shahdue 13 Apr3.5 hworked onNo action
State grant complianceMilo Renarddue 15 Apr—openNo action
Wrap-up0 of 1 tasks donePriya Shahplanned 20 Apr – 24 Apr—not startedNot yet
Detail reviewno tasksAvery Morganplanned 27 Apr – 1 May—not startedNot yet
Processing0 of 1 tasks doneWren Hallidayplanned 4 May – 8 May—not startedNot yet

Notes

DP

Type @ to name somebody on this project. The note lands on their Home; nothing is emailed.

DP

Dana Park6 Apr, 09:15

Fieldwork is a week in. Title I testing is Jonah's and the attendance records are Milo's; I have kept the time-and-effort certifications because the business manager will only sit with a manager.

DP

Dana Park27 Feb, 16:10

Planning closed on the date. Two federal programs are major this year where one was last year, so fieldwork carries more testing than the budget was built on. Flagged to the partner rather than absorbed quietly.