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

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 & tasks

Click a field to edit. Drag the grip to reorder.

Budget = task estimates in hours; separate from the project budget.

Phase / taskAssigneeDatesBudgetActualStatusActions
Planning2 of 2 tasks done
Dana Park16 Feb – 27 Feb—11.5 h

Phase actions

0 of 5 tasks done
—47.5 h

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20.0 h

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18.0 h

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4.5 h

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3.5 h

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0 of 1 tasks done
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no tasks
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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.