Audit 18368

FY End
2022-06-30
Total Expended
$6.15M
Findings
10
Programs
3
Organization: YWCA Apartments, Inc. (CA)
Year: 2022 Accepted: 2022-10-19

Organization Exclusion Status:

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Findings

ID Ref Severity Repeat Requirement
22662 2022-001 Material Weakness - P
22663 2022-002 - - N
22664 2022-003 Material Weakness - N
22665 2022-004 - - N
22666 2022-005 Material Weakness - N
599104 2022-001 Material Weakness - P
599105 2022-002 - - N
599106 2022-003 Material Weakness - N
599107 2022-004 - - N
599108 2022-005 Material Weakness - N

Contacts

Name Title Type
XVADDWFMEZJ3 Ann Marie Pate Auditee
4082954011 Courtney Sharp Auditor
No contacts on file

Notes to SEFA

Title: Loan/loan guarantee outstanding balances Accounting Policies: NOTE A - BASIS OF PRESENTATION The accompanying schedule of expenditures of federal awards includes the federal award activity of YWCA Apartments, Inc. and is presented on the accrual basis of accounting. The information in this schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of YWCA Apartments, Inc., it is not intended to and does not present the financial position, changes in net assets, or cash flows of YWCA Apartments, Inc.NOTE B - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIESExpenditures reported in the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in Uniform Guidance, where certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate. MORTGAGE INSURANCE FOR THE PURCHASE OR REFINANCING OF EXISTING MULTIFAMILY HOUSING PROJECTS (14.155) - Balances outstanding at the end of the audit period were 3929032.

Finding Details

Finding # 2022-001 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Financial Statement Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: Internal controls over financial reporting should be designed and operating sufficient to prevent and/or detect material misstatement to the financial statements. Statement of Condition: A material audit adjustment was proposed to have the financial statements be reasonably stated in accordance with generally accepted accounting principles in the United States of America. Cause: Internal controls over financial reporting were insufficient to prevent and/or detect material misstatement to the financial statements. Effect or Potential Effect: The unadjusted financial statements were not reasonably stated in accordance with generally accepted accounting principles in the United States of America. Auditor Non-Compliance Code: S - Internal Control Deficiencies Questioned Costs: N/A Reporting Views of Responsible Officials: Management disagrees that a material audit adjustment is indicative of a material weakness in internal controls. Context: During testing of commercial rents, it was noted that the Corporation had assigned their interest in the commercial leases to YWCA GGSV however, these amounts should be deposited into the operating account of the project. Recommendations: We recommend that management evaluate internal controls over financial reporting to ensure the existence of adequate processes and procedures to prevent and/or detect material misstatements to the financial statements. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management disagrees that a material audit adjustment is indicative of a material weakness in internal controls. Response Indicator: Disagree Completion Date: 12/31/2022 Response: See Corrective Action Plan
Finding # 2022-002 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Federal Award Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: The Corporation entered into a regulatory agreement with HUD dated January 1, 2013 on form HUD-92466M (Rev. 04/11). Section VI. Paragraph 36. f. states the Corporation shall not without prior written approval of HUD convey, assign or transfer any right to receive the Rents of the Mortgaged Property, except as provided in the Security Instrument. Statement of Condition: The Corporation entered into an Assignment of Leases with YWCA Golden Gate Silicon Valley (YWCA GGSV) on March 1, 2021. Cause: The Assignment of Leases constitutes an unauthorized distribution of project assets to an affiliate organization. Effect or Potential Effect: The Corporation is not in compliance with the HUD regulatory agreement dated January 1, 2013 Section VI Paragraph 36. f. Auditor Non-Compliance Code: H - Unauthorized Distribution of Project Assets Questioned Costs: $161,786 Reporting Views of Responsible Officials: Management agrees with finding. Context: During testing of commercial rents, it was noted that the Corporation had assigned their interest in the commercial leases to YWCA GGSV. Recommendations: We recommend the Corporation terminate the Assignment of Leases agreement with YWCA GGSV and that the commercial rents due under the leases be paid to the Corporation. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management agrees with finding. Response Indicator: Agree Completion Date: 12/31/2022 Response: See Corrective Action Plan
Finding # 2022-003 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Federal Award Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: The Corporation entered into a regulatory agreement with HUD dated January 1, 2013 on form HUD-92466M (Rev. 04/11). Section VI. Paragraph 36. f. states the Corporation shall not without prior written approval of HUD convey, assign or transfer any right to receive the Rents of the Mortgaged Property, except as provided in the Security Instrument. Statement of Condition: The Corporation entered into an Assignment of Leases with YWCA Golden Gate Silicon Valley (YWCA GGSV) on March 1, 2021. Cause: The Corporation had insufficient controls in place to identify material noncompliance with HUD regulatory requirements. Effect or Potential Effect: The Corporation is not in compliance with the HUD regulatory agreement dated January 1, 2013 Section VI. Paragraph 36. f. Auditor Non-Compliance Code: S - Internal Control Deficiencies Questioned Costs: N/A Reporting Views of Responsible Officials: Management disagrees that material noncompliance is indicative of a material weakness in internal controls. Context: During testing of internal controls over compliance with compliance requirements, it was noted that controls were not sufficient to prevent or detect material instances of noncompliance. Recommendations: We recommend management evaluate internal controls over compliance with compliance requirements to ensure the existence of adequate processes and procedures to prevent and/or detect material instances of noncompliance. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management disagrees that material noncompliance is indicative of a material weakness in internal controls. Response Indicator: Disagree Completion Date: 12/31/2022 Response: See Corrective Action Plan
Finding # 2022-004 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Federal Award Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: HUD Handbook 4381.5 REV-2. paragraph 2.6 states that the management agent may assume management responsibility only after: a. The HUD Loan/Asset Management staff has issued a letter approving the agent proposed by the owner; and b. The Owner and agent have executed and submitted the appropriate Management Certification form (Form HUD-9839a). Statement of Condition: The Corporation entered into a Property Management Agreement with YWCA Golden Gate Silicon Valley (YWCA GGSV) on March 1, 2021. The Corporation did not obtain a letter of approval from HUD and did not execute or submit Form HUD-9839a. Cause: The Corporation did not comply with HUD Handbook 4381.5 REV-2. paragraph 2.6. Effect or Potential Effect: The Corporation is not in compliance with the HUD regulatory agreement dated January 1, 2013 paragraph 21. Auditor Non-Compliance Code: J - Unauthorized Management Fees Questioned Costs: $161,786 Reporting Views of Responsible Officials: Management agrees with finding. Context: During testing of compliance requirements with the HUD regulatory agreement, we noted management had not complied with HUD Handbook 4381.5 REV-2. paragraph 2.6. Recommendations: We recommend that the Corporation obtain a letter from HUD approving the appointment of YWCA GGSV as management agent and that the Corporation execute a Form HUD-9839a. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management agrees with finding. Response Indicator: Agree Completion Date: 12/31/2022 Response: See Corrective Action Plan
Finding # 2022-005 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Federal Award Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: HUD Handbook 4381.5 REV-2. paragraph 2.6 states that the management agent may assume management responsibility only after: a. The HUD Loan/Asset Management staff has issued a letter approving the agent proposed by the owner; and b. The Owner and agent have executed and submitted the appropriate Management Certification form (Form HUD-9839a). Statement of Condition: The Corporation entered into a Property Management Agreement with YWCA Golden Gate Silicon Valley (YWCA GGSV) on March 1, 2021. The Corporation did not obtain a letter of approval from HUD and did not execute or submit Form HUD-9839a. Cause: The Corporation had insufficient controls in place to identify material noncompliance with HUD regulatory requirements. Effect or Potential Effect: The Corporation is not in compliance with the HUD regulatory agreement dated January 1, 2013 paragraph 21. Auditor Non-Compliance Code: S - Internal Control Deficiencies Questioned Costs: N/A Reporting Views of Responsible Officials: Management disagrees that material noncompliance is indicative of a material weakness in internal controls. Context: During testing of internal controls over compliance with compliance requirements, it was noted that controls were not sufficient to prevent or detect material instances of noncompliance. Recommendations: We recommend management evaluate internal controls over compliance with compliance requirements to ensure the existence of adequate processes and procedures to prevent and/or detect material instances of noncompliance. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management disagrees that material noncompliance is indicative of a material weakness in internal controls. Response Indicator: Disagree Completion Date: 12/31/2022 Response: See Corrective Action Plan
Finding # 2022-001 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Financial Statement Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: Internal controls over financial reporting should be designed and operating sufficient to prevent and/or detect material misstatement to the financial statements. Statement of Condition: A material audit adjustment was proposed to have the financial statements be reasonably stated in accordance with generally accepted accounting principles in the United States of America. Cause: Internal controls over financial reporting were insufficient to prevent and/or detect material misstatement to the financial statements. Effect or Potential Effect: The unadjusted financial statements were not reasonably stated in accordance with generally accepted accounting principles in the United States of America. Auditor Non-Compliance Code: S - Internal Control Deficiencies Questioned Costs: N/A Reporting Views of Responsible Officials: Management disagrees that a material audit adjustment is indicative of a material weakness in internal controls. Context: During testing of commercial rents, it was noted that the Corporation had assigned their interest in the commercial leases to YWCA GGSV however, these amounts should be deposited into the operating account of the project. Recommendations: We recommend that management evaluate internal controls over financial reporting to ensure the existence of adequate processes and procedures to prevent and/or detect material misstatements to the financial statements. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management disagrees that a material audit adjustment is indicative of a material weakness in internal controls. Response Indicator: Disagree Completion Date: 12/31/2022 Response: See Corrective Action Plan
Finding # 2022-002 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Federal Award Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: The Corporation entered into a regulatory agreement with HUD dated January 1, 2013 on form HUD-92466M (Rev. 04/11). Section VI. Paragraph 36. f. states the Corporation shall not without prior written approval of HUD convey, assign or transfer any right to receive the Rents of the Mortgaged Property, except as provided in the Security Instrument. Statement of Condition: The Corporation entered into an Assignment of Leases with YWCA Golden Gate Silicon Valley (YWCA GGSV) on March 1, 2021. Cause: The Assignment of Leases constitutes an unauthorized distribution of project assets to an affiliate organization. Effect or Potential Effect: The Corporation is not in compliance with the HUD regulatory agreement dated January 1, 2013 Section VI Paragraph 36. f. Auditor Non-Compliance Code: H - Unauthorized Distribution of Project Assets Questioned Costs: $161,786 Reporting Views of Responsible Officials: Management agrees with finding. Context: During testing of commercial rents, it was noted that the Corporation had assigned their interest in the commercial leases to YWCA GGSV. Recommendations: We recommend the Corporation terminate the Assignment of Leases agreement with YWCA GGSV and that the commercial rents due under the leases be paid to the Corporation. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management agrees with finding. Response Indicator: Agree Completion Date: 12/31/2022 Response: See Corrective Action Plan
Finding # 2022-003 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Federal Award Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: The Corporation entered into a regulatory agreement with HUD dated January 1, 2013 on form HUD-92466M (Rev. 04/11). Section VI. Paragraph 36. f. states the Corporation shall not without prior written approval of HUD convey, assign or transfer any right to receive the Rents of the Mortgaged Property, except as provided in the Security Instrument. Statement of Condition: The Corporation entered into an Assignment of Leases with YWCA Golden Gate Silicon Valley (YWCA GGSV) on March 1, 2021. Cause: The Corporation had insufficient controls in place to identify material noncompliance with HUD regulatory requirements. Effect or Potential Effect: The Corporation is not in compliance with the HUD regulatory agreement dated January 1, 2013 Section VI. Paragraph 36. f. Auditor Non-Compliance Code: S - Internal Control Deficiencies Questioned Costs: N/A Reporting Views of Responsible Officials: Management disagrees that material noncompliance is indicative of a material weakness in internal controls. Context: During testing of internal controls over compliance with compliance requirements, it was noted that controls were not sufficient to prevent or detect material instances of noncompliance. Recommendations: We recommend management evaluate internal controls over compliance with compliance requirements to ensure the existence of adequate processes and procedures to prevent and/or detect material instances of noncompliance. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management disagrees that material noncompliance is indicative of a material weakness in internal controls. Response Indicator: Disagree Completion Date: 12/31/2022 Response: See Corrective Action Plan
Finding # 2022-004 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Federal Award Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: HUD Handbook 4381.5 REV-2. paragraph 2.6 states that the management agent may assume management responsibility only after: a. The HUD Loan/Asset Management staff has issued a letter approving the agent proposed by the owner; and b. The Owner and agent have executed and submitted the appropriate Management Certification form (Form HUD-9839a). Statement of Condition: The Corporation entered into a Property Management Agreement with YWCA Golden Gate Silicon Valley (YWCA GGSV) on March 1, 2021. The Corporation did not obtain a letter of approval from HUD and did not execute or submit Form HUD-9839a. Cause: The Corporation did not comply with HUD Handbook 4381.5 REV-2. paragraph 2.6. Effect or Potential Effect: The Corporation is not in compliance with the HUD regulatory agreement dated January 1, 2013 paragraph 21. Auditor Non-Compliance Code: J - Unauthorized Management Fees Questioned Costs: $161,786 Reporting Views of Responsible Officials: Management agrees with finding. Context: During testing of compliance requirements with the HUD regulatory agreement, we noted management had not complied with HUD Handbook 4381.5 REV-2. paragraph 2.6. Recommendations: We recommend that the Corporation obtain a letter from HUD approving the appointment of YWCA GGSV as management agent and that the Corporation execute a Form HUD-9839a. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management agrees with finding. Response Indicator: Agree Completion Date: 12/31/2022 Response: See Corrective Action Plan
Finding # 2022-005 Federal Grantor: Department of Housing and Urban Development AL # / Program : 14.155 - Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects Type of Finding: Federal Award Finding Finding Resolution Status: Unresolved Information on Universe Population Size: The universe population size is not applicable to the finding. Sample size information: The sample size information is not applicable to the finding. Criteria: HUD Handbook 4381.5 REV-2. paragraph 2.6 states that the management agent may assume management responsibility only after: a. The HUD Loan/Asset Management staff has issued a letter approving the agent proposed by the owner; and b. The Owner and agent have executed and submitted the appropriate Management Certification form (Form HUD-9839a). Statement of Condition: The Corporation entered into a Property Management Agreement with YWCA Golden Gate Silicon Valley (YWCA GGSV) on March 1, 2021. The Corporation did not obtain a letter of approval from HUD and did not execute or submit Form HUD-9839a. Cause: The Corporation had insufficient controls in place to identify material noncompliance with HUD regulatory requirements. Effect or Potential Effect: The Corporation is not in compliance with the HUD regulatory agreement dated January 1, 2013 paragraph 21. Auditor Non-Compliance Code: S - Internal Control Deficiencies Questioned Costs: N/A Reporting Views of Responsible Officials: Management disagrees that material noncompliance is indicative of a material weakness in internal controls. Context: During testing of internal controls over compliance with compliance requirements, it was noted that controls were not sufficient to prevent or detect material instances of noncompliance. Recommendations: We recommend management evaluate internal controls over compliance with compliance requirements to ensure the existence of adequate processes and procedures to prevent and/or detect material instances of noncompliance. Auditor's Summary of the Auditee's Comments on the Findings and Recommendations: Management disagrees that material noncompliance is indicative of a material weakness in internal controls. Response Indicator: Disagree Completion Date: 12/31/2022 Response: See Corrective Action Plan