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All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

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All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

32 tasks · 24 open · 8 complete

FiltersDepartment: Audit

Beckett Family Foundation

7

Prior-year file and board minutes

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·18 Mar 2026·Dana Park·complete

Grants made and approvals

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·8 Apr 2026·Jonah Reyes·open

Minimum distribution requirement

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·9 Apr 2026·Dana Park·open

Investment income and fair value

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·10 Apr 2026·Sana Ellis·open

Excise tax computation

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·14 Apr 2026·Jonah Reyes·open

Board communication draft

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·22 Apr 2026·Dana Park·open

990-PF filing package

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·8 May 2026·Wren Halliday·open

Brighton Dental Partners

11

Acceptance and continuance

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·19 Mar 2026·Dana Park·complete

Independence confirmation

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·22 Mar 2026·Dana Park·complete

Risk identification meeting

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·25 Mar 2026·Avery Morgan·complete

Participant data testing

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·12 Apr 2026·Priya Shah·open

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·13 Apr 2026·Jonah Reyes·open

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·14 Apr 2026·Sana Ellis·open

Investments and fair value

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·15 Apr 2026·Priya Shah·open

Notes to the financial statements

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·16 Apr 2026·nobody·open

Subsequent events review

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·20 Apr 2026·Dana Park·open

Management representation letter

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·22 Apr 2026·Dana Park·open

Form 5500 filing package

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·30 Apr 2026·Wren Halliday·open

Trellis Academy

9

Uniform Guidance risk assessment

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·20 Feb 2026·Dana Park·complete

Major program determination

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·25 Feb 2026·Avery Morgan·complete

Federal award testing · Title I

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·8 Apr 2026·Jonah Reyes·open

Enrolment and attendance records

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·9 Apr 2026·Milo Renard·open

Time-and-effort certifications

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·10 Apr 2026·Dana Park·open

Cash and investments

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·13 Apr 2026·Priya Shah·open

State grant compliance

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·15 Apr 2026·Milo Renard·open

Schedule of expenditures of federal awards

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·22 Apr 2026·Dana Park·open

Data collection form package

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·8 May 2026·Wren Halliday·open

Wexford Diocese Schools

5

Tuition receipts sample

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·20 Mar 2026·Sana Ellis·complete

Fee waiver approvals

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·27 Mar 2026·Sana Ellis·complete

Draft the procedures and findings

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·10 Apr 2026·Dana Park·open

Agree the findings with the school offices

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·15 Apr 2026·Dana Park·open

Bound report package to the diocese

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·30 Apr 2026·Wren Halliday·open