Audit 174625

FY End
2022-06-30
Total Expended
$7.64M
Findings
4
Programs
9
Organization: Great Hearts America - Texas (TX)
Year: 2022 Accepted: 2023-01-12
Auditor: Rsm US LLP

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
205955 2022-001 Material Weakness - P
205956 2022-001 Material Weakness - P
782397 2022-001 Material Weakness - P
782398 2022-001 Material Weakness - P

Programs

ALN Program Spent Major Findings
10.555 National School Lunch Program $2.41M Yes 0
84.425 Education Stabilization Fund $1.01M Yes 1
10.553 School Breakfast Program $381,091 Yes 0
84.010 Title I Grants to Local Educational Agencies $367,225 - 0
93.323 Epidemiology and Laboratory Capacity for Infectious Diseases (elc) $256,182 Yes 0
84.173 Special Education_preschool Grants $253,676 Yes 0
84.367 Improving Teacher Quality State Grants $29,748 - 0
84.027 Special Education_grants to States $14,326 Yes 0
84.365 English Language Acquisition State Grants $1,174 - 0

Contacts

Name Title Type
DCTXDJZTEWM3 Kevin Byrne Auditee
2108889475 Marc Sewell Auditor
No contacts on file

Notes to SEFA

Title: Subrecipients Accounting Policies: The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal grant activity of Great Hearts AmericaTexas (the Organization) under programs of the federal government for the year ended June 30, 2022. The information in this Schedule is presented in accordance with the requirements of the Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (the Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the Organization, it is not intended to and does not present the financial position, changes in net assets, or cash flows of the Organization. Expenditures reported on the Schedule are reported using the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: The Organization has elected to not use the 10% de minimis indirect cost rate allowed under the Uniform Guidance. The Organization did not pass any awards through to subrecipients for the year ended June 30, 2022.
Title: Pre-Award Expenditures Accounting Policies: The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal grant activity of Great Hearts AmericaTexas (the Organization) under programs of the federal government for the year ended June 30, 2022. The information in this Schedule is presented in accordance with the requirements of the Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (the Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the Organization, it is not intended to and does not present the financial position, changes in net assets, or cash flows of the Organization. Expenditures reported on the Schedule are reported using the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: The Organization has elected to not use the 10% de minimis indirect cost rate allowed under the Uniform Guidance. The Organization has reported $1,976,911 in pre-award expenditures related to the Elementary and Secondary School Relief (ESSER I & II) Funds (ALN 84.425U) awarded during the current fiscal year that are related to expenditures actually incurred in the previous fiscal year.

Finding Details

Finding 2022-001 - Schedule of Expenditures of Federal Awards United States Department of Education Pass Through Entity: Texas Education Agency Federal Program: American Rescue Plan ? Elementary and Secondary School Emergency Relief (ARP ESSER) Assistance Listing Number: 84.425U Federal Award Number: S425U210042 Federal Award Year 2022 Repeat Comment: No Type of Finding: Material Weakness Criteria: CFR 200.302(b)(1) requires that the nonfederal entity must identify in its accounts and on the schedule of expenditures of federal awards all federal awards received and expended, as well as the federal programs under which they were received. Federal program and award identification must include, as applicable, the Assistance Listing program title and number, the federal award identification number and year, the name of the federal agency, and the name of the pass-through entity, if any. Condition: When reviewing the net assets released from restriction in the draft financial statements presented to the board, management determined and brought to the attention of the auditors the net assets restricted for pre-award costs for the ESSER federal program ($1,976,911) should have been released from restrictions during fiscal year ending June 30, 2022. The auditor, when tying the draft schedule of expenditures of federal awards to the updated schedules, determined the Organization had not included the pre-award federal expenditures related to the ESSER federal program. As a result, the initial testing of the ESSER major program did not include $1,976,991 in ESSER expenditures. When this was brought to management?s attention, the schedule of expenditures of federal awards was updated and the additional expenditures provided for testing. Cause: The additional $1,976,991 was related to ?pre-award? dollars awarded during fiscal year ended June 30, 2022, where allowable expenditures incurred in the previous year were permitted by the grant to be used for the ESSER funds awarded in the current year. Management was not aware of the requirement to include these amounts on the schedule of expenditures of federal awards. Effect: The excluded amounts from the schedule of expenditures of federal awards resulted in the expenditures not being included in the expenditures initially tested by the auditor. Additional testing was performed once the error was identified. When this matter was brought to the attention of management, they updated the schedule of expenditures of federal awards and provided the population to the auditor to test the additional $1,976,991 of the major program. These expenditures were material to the schedule of expenditures of federal awards and the major program. Questioned Costs: None. Prevalence: This issue appears isolated to the pre-award dollars of the ESSER program. Repeat Finding: No. Recommendation: We recommend management of the Organization strengthen their internal controls to ensure all federal awards are included on the schedule of expenditures of federal awards. Views of Responsible Officials: Management agrees that the issue identified is isolated to the pre-award dollars of the ESSER program and does not anticipate a recurrence of this type of issue in future periods.
Finding 2022-001 - Schedule of Expenditures of Federal Awards United States Department of Education Pass Through Entity: Texas Education Agency Federal Program: American Rescue Plan ? Elementary and Secondary School Emergency Relief (ARP ESSER) Assistance Listing Number: 84.425U Federal Award Number: S425U210042 Federal Award Year 2022 Repeat Comment: No Type of Finding: Material Weakness Criteria: CFR 200.302(b)(1) requires that the nonfederal entity must identify in its accounts and on the schedule of expenditures of federal awards all federal awards received and expended, as well as the federal programs under which they were received. Federal program and award identification must include, as applicable, the Assistance Listing program title and number, the federal award identification number and year, the name of the federal agency, and the name of the pass-through entity, if any. Condition: When reviewing the net assets released from restriction in the draft financial statements presented to the board, management determined and brought to the attention of the auditors the net assets restricted for pre-award costs for the ESSER federal program ($1,976,911) should have been released from restrictions during fiscal year ending June 30, 2022. The auditor, when tying the draft schedule of expenditures of federal awards to the updated schedules, determined the Organization had not included the pre-award federal expenditures related to the ESSER federal program. As a result, the initial testing of the ESSER major program did not include $1,976,991 in ESSER expenditures. When this was brought to management?s attention, the schedule of expenditures of federal awards was updated and the additional expenditures provided for testing. Cause: The additional $1,976,991 was related to ?pre-award? dollars awarded during fiscal year ended June 30, 2022, where allowable expenditures incurred in the previous year were permitted by the grant to be used for the ESSER funds awarded in the current year. Management was not aware of the requirement to include these amounts on the schedule of expenditures of federal awards. Effect: The excluded amounts from the schedule of expenditures of federal awards resulted in the expenditures not being included in the expenditures initially tested by the auditor. Additional testing was performed once the error was identified. When this matter was brought to the attention of management, they updated the schedule of expenditures of federal awards and provided the population to the auditor to test the additional $1,976,991 of the major program. These expenditures were material to the schedule of expenditures of federal awards and the major program. Questioned Costs: None. Prevalence: This issue appears isolated to the pre-award dollars of the ESSER program. Repeat Finding: No. Recommendation: We recommend management of the Organization strengthen their internal controls to ensure all federal awards are included on the schedule of expenditures of federal awards. Views of Responsible Officials: Management agrees that the issue identified is isolated to the pre-award dollars of the ESSER program and does not anticipate a recurrence of this type of issue in future periods.
Finding 2022-001 - Schedule of Expenditures of Federal Awards United States Department of Education Pass Through Entity: Texas Education Agency Federal Program: American Rescue Plan ? Elementary and Secondary School Emergency Relief (ARP ESSER) Assistance Listing Number: 84.425U Federal Award Number: S425U210042 Federal Award Year 2022 Repeat Comment: No Type of Finding: Material Weakness Criteria: CFR 200.302(b)(1) requires that the nonfederal entity must identify in its accounts and on the schedule of expenditures of federal awards all federal awards received and expended, as well as the federal programs under which they were received. Federal program and award identification must include, as applicable, the Assistance Listing program title and number, the federal award identification number and year, the name of the federal agency, and the name of the pass-through entity, if any. Condition: When reviewing the net assets released from restriction in the draft financial statements presented to the board, management determined and brought to the attention of the auditors the net assets restricted for pre-award costs for the ESSER federal program ($1,976,911) should have been released from restrictions during fiscal year ending June 30, 2022. The auditor, when tying the draft schedule of expenditures of federal awards to the updated schedules, determined the Organization had not included the pre-award federal expenditures related to the ESSER federal program. As a result, the initial testing of the ESSER major program did not include $1,976,991 in ESSER expenditures. When this was brought to management?s attention, the schedule of expenditures of federal awards was updated and the additional expenditures provided for testing. Cause: The additional $1,976,991 was related to ?pre-award? dollars awarded during fiscal year ended June 30, 2022, where allowable expenditures incurred in the previous year were permitted by the grant to be used for the ESSER funds awarded in the current year. Management was not aware of the requirement to include these amounts on the schedule of expenditures of federal awards. Effect: The excluded amounts from the schedule of expenditures of federal awards resulted in the expenditures not being included in the expenditures initially tested by the auditor. Additional testing was performed once the error was identified. When this matter was brought to the attention of management, they updated the schedule of expenditures of federal awards and provided the population to the auditor to test the additional $1,976,991 of the major program. These expenditures were material to the schedule of expenditures of federal awards and the major program. Questioned Costs: None. Prevalence: This issue appears isolated to the pre-award dollars of the ESSER program. Repeat Finding: No. Recommendation: We recommend management of the Organization strengthen their internal controls to ensure all federal awards are included on the schedule of expenditures of federal awards. Views of Responsible Officials: Management agrees that the issue identified is isolated to the pre-award dollars of the ESSER program and does not anticipate a recurrence of this type of issue in future periods.
Finding 2022-001 - Schedule of Expenditures of Federal Awards United States Department of Education Pass Through Entity: Texas Education Agency Federal Program: American Rescue Plan ? Elementary and Secondary School Emergency Relief (ARP ESSER) Assistance Listing Number: 84.425U Federal Award Number: S425U210042 Federal Award Year 2022 Repeat Comment: No Type of Finding: Material Weakness Criteria: CFR 200.302(b)(1) requires that the nonfederal entity must identify in its accounts and on the schedule of expenditures of federal awards all federal awards received and expended, as well as the federal programs under which they were received. Federal program and award identification must include, as applicable, the Assistance Listing program title and number, the federal award identification number and year, the name of the federal agency, and the name of the pass-through entity, if any. Condition: When reviewing the net assets released from restriction in the draft financial statements presented to the board, management determined and brought to the attention of the auditors the net assets restricted for pre-award costs for the ESSER federal program ($1,976,911) should have been released from restrictions during fiscal year ending June 30, 2022. The auditor, when tying the draft schedule of expenditures of federal awards to the updated schedules, determined the Organization had not included the pre-award federal expenditures related to the ESSER federal program. As a result, the initial testing of the ESSER major program did not include $1,976,991 in ESSER expenditures. When this was brought to management?s attention, the schedule of expenditures of federal awards was updated and the additional expenditures provided for testing. Cause: The additional $1,976,991 was related to ?pre-award? dollars awarded during fiscal year ended June 30, 2022, where allowable expenditures incurred in the previous year were permitted by the grant to be used for the ESSER funds awarded in the current year. Management was not aware of the requirement to include these amounts on the schedule of expenditures of federal awards. Effect: The excluded amounts from the schedule of expenditures of federal awards resulted in the expenditures not being included in the expenditures initially tested by the auditor. Additional testing was performed once the error was identified. When this matter was brought to the attention of management, they updated the schedule of expenditures of federal awards and provided the population to the auditor to test the additional $1,976,991 of the major program. These expenditures were material to the schedule of expenditures of federal awards and the major program. Questioned Costs: None. Prevalence: This issue appears isolated to the pre-award dollars of the ESSER program. Repeat Finding: No. Recommendation: We recommend management of the Organization strengthen their internal controls to ensure all federal awards are included on the schedule of expenditures of federal awards. Views of Responsible Officials: Management agrees that the issue identified is isolated to the pre-award dollars of the ESSER program and does not anticipate a recurrence of this type of issue in future periods.