Discuss with Arete Advisory GroupANNUAL IMPACT REPORTING
The first reporting period is October 3–December 31, 2026. A completed financial report follows year-end reconciliation; no revenue or spending totals are invented before the records are available.
| Field | Supporting evidence |
|---|---|
| Arete revenue received | Revenue ledger and receipt reconciliation, excluding school-owned funds and taxes |
| Refunds | Refund records matched to receipts |
| 10% allocation | 10% of the reconciled Arete revenue base |
| Cash spent | Approved invoices, payments, and school-support purposes |
| Remaining allocation | Allocated amount less qualifying cash spending |
| Donated hours and discounts | Separate non-cash schedule, not counted as cash spending |
TC reviews the supporting records and approves the reconciled report before publication. Pending amounts are described as unverified, never as zero. Recipient-school details are shared only with permission.
A January 2027 reminder will request the ledger and supporting records, prepare the reconciliation, and identify any remaining gaps.