Audit 22421

FY End
2022-12-31
Total Expended
$993,825
Findings
8
Programs
2
Organization: Immune Deficiency Foundation (MD)
Year: 2022 Accepted: 2023-06-20

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
22780 2022-002 Material Weakness - L
22781 2022-003 Material Weakness - L
22782 2022-002 Material Weakness - L
22783 2022-003 Material Weakness - L
599222 2022-002 Material Weakness - L
599223 2022-003 Material Weakness - L
599224 2022-002 Material Weakness - L
599225 2022-003 Material Weakness - L

Programs

ALN Program Spent Major Findings
93.110 Maternal and Child Health Federal Consolidated Programs $17,202 Yes 2
93.855 Allergy, Immunology and Transplantation Research $288 - 0

Contacts

Name Title Type
N67GERM42483 Sarah Rose Auditee
4103216647 Wanda K. Lynn, CPA Auditor
No contacts on file

Notes to SEFA

Title: Basis of presentation Accounting Policies: Expenditures reported on the schedule of expenditures of federal awards are reported on the accrual basis of accounting. Federal 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 auditee did not use the de minimis cost rate. The accompanying schedule of expenditures of federal awards includes the federal award activity of the Foundation under programs of the federal government for the year ended December 31, 2022. 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 the Foundation, is is not intended to, and does not, present the financial position, changes in net assets or cash flows of the Foundation.

Finding Details

Finding reference: 2022-002 Federal Agency: Department of Health and Human Services Federal Program: 93.110 Maternal and Child Health Federal Consolidated Programs Requirement: Reporting Type of Finding: Material weakness in internal control over major program; Noncompliance Criteria: Any obligation to a subrecipient over $25,000 is required to be reported under the Federal Funding Accountability and Transparency Act (FFATA) requirements. Condition: First tier subawards were not entered into the Federal Funding Accountability and Transparency Act Subaward Reporting System (FSRS) portal during the audit period. Cause: Management does not have procedures in place to ensure subrecipients meeting the reporting requirement are entered into the FSRS portal. Effect: First tier subrecipients may not be reported in the FSRS portal, causing noncompliance with the FFATA. Context: There was one subrecipient agreement that met the requirements of a first tier subaward during the audit period. This subaward was not reported in the FSRS portal during the year under audit. A summarization of transactions tested, as well as questioned costs, are below. "See schedule of findings and questioned costs for chart/table" Recommendation: The Foundation should make the first-tier subaward determination when funds are awarded to subrecipients and promptly enter qualifying subawards into the FSRS portal. Brown Schultz Sheridan & Fritz (BSSF) recommends that one individual is responsible for entering the subaward into the portal and another individual is responsible for checking the portal before the deadline (one month after the subaward obligation was made). Adding this additional review of the portal would ensure that qualifying subawards are appropriately reported. Views of Responsible Officials and Planned Corrective Actions: See corrective action plan.
Finding reference: 2022-003 Federal Agency: Department of Health and Human Services Federal Program: 93.110 Maternal and Child Health Federal Consolidated Programs Requirement: Reporting Type of Finding: Material weakness in internal control over major program Criteria: The Foundation is required to complete annual reporting for the grant on Form SF-425, Federal Financial Report. Per SF-425 instructions, the federal share of expenditures line (10e) should include, ??the sum of cash disbursements for direct charges for property and services; the amount of indirect expense incurred; and the net increase or decrease in the amounts owed by the recipient for (1) goods and other property received; (2) services performed by employees, contractors, subrecipients, and other payees; and (3) programs for which no current services or performance are required.? The SF-425 instructions state that if an indirect cost rate is utilized, the grantee must report the type of rate (i.e. provisional, predetermined, final or fixed). The SF-425 instructions state that cumulative amounts from the date of inception of the award through the reporting period end date should be reported. Condition: Expenditures incurred by the Foundation, but not yet billed to the Department of Health and Human Services, were not included in the amounts reported for federal share of expenditures. The indirect cost rate type reported did not match the type in the indirect cost rate plan approved by the Department of Health and Human Services. The Base (line 11d) and Federal Share (line 11f) of indirect expenses reported on the annual SF-425 were not cumulative. Cause: Management has not implemented adequate controls to ensure amounts reported match the requirements of the SF-425. Effect: Misreporting of information required by the federal government may lead to federal inquiries of those charged with governance. Context: The federal share of expenditures reported totaled $5,147,866. Actual expenditures incurred totaled $5,465,447. Amounts were underreported by $317,581. The Foundation reported their indirect rate type as fixed when it is provisional. The indirect cost base reported totaled $153,241 which was limited to the base for the budget period (August 1, 2021 to July 31, 2022). The actual cumulative base for the grant was $836,269. Amounts were underreported by $683,028. The federal share of indirect costs reported totaled $92,404 which was for the budget period previously stated. The actual cumulative federal share of indirect costs was $504,270. Amounts were underreported by $411,866. Recommendation: Instructions for required reporting should be read before preparing reports to ensure accurate amounts are presented. A review of the SF-425 should be done by a different individual than the preparer to catch any reporting errors. Views of Responsible Officials and Planned Corrective Actions: See corrective action plan
Finding reference: 2022-002 Federal Agency: Department of Health and Human Services Federal Program: 93.110 Maternal and Child Health Federal Consolidated Programs Requirement: Reporting Type of Finding: Material weakness in internal control over major program; Noncompliance Criteria: Any obligation to a subrecipient over $25,000 is required to be reported under the Federal Funding Accountability and Transparency Act (FFATA) requirements. Condition: First tier subawards were not entered into the Federal Funding Accountability and Transparency Act Subaward Reporting System (FSRS) portal during the audit period. Cause: Management does not have procedures in place to ensure subrecipients meeting the reporting requirement are entered into the FSRS portal. Effect: First tier subrecipients may not be reported in the FSRS portal, causing noncompliance with the FFATA. Context: There was one subrecipient agreement that met the requirements of a first tier subaward during the audit period. This subaward was not reported in the FSRS portal during the year under audit. A summarization of transactions tested, as well as questioned costs, are below. "See schedule of findings and questioned costs for chart/table" Recommendation: The Foundation should make the first-tier subaward determination when funds are awarded to subrecipients and promptly enter qualifying subawards into the FSRS portal. Brown Schultz Sheridan & Fritz (BSSF) recommends that one individual is responsible for entering the subaward into the portal and another individual is responsible for checking the portal before the deadline (one month after the subaward obligation was made). Adding this additional review of the portal would ensure that qualifying subawards are appropriately reported. Views of Responsible Officials and Planned Corrective Actions: See corrective action plan.
Finding reference: 2022-003 Federal Agency: Department of Health and Human Services Federal Program: 93.110 Maternal and Child Health Federal Consolidated Programs Requirement: Reporting Type of Finding: Material weakness in internal control over major program Criteria: The Foundation is required to complete annual reporting for the grant on Form SF-425, Federal Financial Report. Per SF-425 instructions, the federal share of expenditures line (10e) should include, ??the sum of cash disbursements for direct charges for property and services; the amount of indirect expense incurred; and the net increase or decrease in the amounts owed by the recipient for (1) goods and other property received; (2) services performed by employees, contractors, subrecipients, and other payees; and (3) programs for which no current services or performance are required.? The SF-425 instructions state that if an indirect cost rate is utilized, the grantee must report the type of rate (i.e. provisional, predetermined, final or fixed). The SF-425 instructions state that cumulative amounts from the date of inception of the award through the reporting period end date should be reported. Condition: Expenditures incurred by the Foundation, but not yet billed to the Department of Health and Human Services, were not included in the amounts reported for federal share of expenditures. The indirect cost rate type reported did not match the type in the indirect cost rate plan approved by the Department of Health and Human Services. The Base (line 11d) and Federal Share (line 11f) of indirect expenses reported on the annual SF-425 were not cumulative. Cause: Management has not implemented adequate controls to ensure amounts reported match the requirements of the SF-425. Effect: Misreporting of information required by the federal government may lead to federal inquiries of those charged with governance. Context: The federal share of expenditures reported totaled $5,147,866. Actual expenditures incurred totaled $5,465,447. Amounts were underreported by $317,581. The Foundation reported their indirect rate type as fixed when it is provisional. The indirect cost base reported totaled $153,241 which was limited to the base for the budget period (August 1, 2021 to July 31, 2022). The actual cumulative base for the grant was $836,269. Amounts were underreported by $683,028. The federal share of indirect costs reported totaled $92,404 which was for the budget period previously stated. The actual cumulative federal share of indirect costs was $504,270. Amounts were underreported by $411,866. Recommendation: Instructions for required reporting should be read before preparing reports to ensure accurate amounts are presented. A review of the SF-425 should be done by a different individual than the preparer to catch any reporting errors. Views of Responsible Officials and Planned Corrective Actions: See corrective action plan
Finding reference: 2022-002 Federal Agency: Department of Health and Human Services Federal Program: 93.110 Maternal and Child Health Federal Consolidated Programs Requirement: Reporting Type of Finding: Material weakness in internal control over major program; Noncompliance Criteria: Any obligation to a subrecipient over $25,000 is required to be reported under the Federal Funding Accountability and Transparency Act (FFATA) requirements. Condition: First tier subawards were not entered into the Federal Funding Accountability and Transparency Act Subaward Reporting System (FSRS) portal during the audit period. Cause: Management does not have procedures in place to ensure subrecipients meeting the reporting requirement are entered into the FSRS portal. Effect: First tier subrecipients may not be reported in the FSRS portal, causing noncompliance with the FFATA. Context: There was one subrecipient agreement that met the requirements of a first tier subaward during the audit period. This subaward was not reported in the FSRS portal during the year under audit. A summarization of transactions tested, as well as questioned costs, are below. "See schedule of findings and questioned costs for chart/table" Recommendation: The Foundation should make the first-tier subaward determination when funds are awarded to subrecipients and promptly enter qualifying subawards into the FSRS portal. Brown Schultz Sheridan & Fritz (BSSF) recommends that one individual is responsible for entering the subaward into the portal and another individual is responsible for checking the portal before the deadline (one month after the subaward obligation was made). Adding this additional review of the portal would ensure that qualifying subawards are appropriately reported. Views of Responsible Officials and Planned Corrective Actions: See corrective action plan.
Finding reference: 2022-003 Federal Agency: Department of Health and Human Services Federal Program: 93.110 Maternal and Child Health Federal Consolidated Programs Requirement: Reporting Type of Finding: Material weakness in internal control over major program Criteria: The Foundation is required to complete annual reporting for the grant on Form SF-425, Federal Financial Report. Per SF-425 instructions, the federal share of expenditures line (10e) should include, ??the sum of cash disbursements for direct charges for property and services; the amount of indirect expense incurred; and the net increase or decrease in the amounts owed by the recipient for (1) goods and other property received; (2) services performed by employees, contractors, subrecipients, and other payees; and (3) programs for which no current services or performance are required.? The SF-425 instructions state that if an indirect cost rate is utilized, the grantee must report the type of rate (i.e. provisional, predetermined, final or fixed). The SF-425 instructions state that cumulative amounts from the date of inception of the award through the reporting period end date should be reported. Condition: Expenditures incurred by the Foundation, but not yet billed to the Department of Health and Human Services, were not included in the amounts reported for federal share of expenditures. The indirect cost rate type reported did not match the type in the indirect cost rate plan approved by the Department of Health and Human Services. The Base (line 11d) and Federal Share (line 11f) of indirect expenses reported on the annual SF-425 were not cumulative. Cause: Management has not implemented adequate controls to ensure amounts reported match the requirements of the SF-425. Effect: Misreporting of information required by the federal government may lead to federal inquiries of those charged with governance. Context: The federal share of expenditures reported totaled $5,147,866. Actual expenditures incurred totaled $5,465,447. Amounts were underreported by $317,581. The Foundation reported their indirect rate type as fixed when it is provisional. The indirect cost base reported totaled $153,241 which was limited to the base for the budget period (August 1, 2021 to July 31, 2022). The actual cumulative base for the grant was $836,269. Amounts were underreported by $683,028. The federal share of indirect costs reported totaled $92,404 which was for the budget period previously stated. The actual cumulative federal share of indirect costs was $504,270. Amounts were underreported by $411,866. Recommendation: Instructions for required reporting should be read before preparing reports to ensure accurate amounts are presented. A review of the SF-425 should be done by a different individual than the preparer to catch any reporting errors. Views of Responsible Officials and Planned Corrective Actions: See corrective action plan
Finding reference: 2022-002 Federal Agency: Department of Health and Human Services Federal Program: 93.110 Maternal and Child Health Federal Consolidated Programs Requirement: Reporting Type of Finding: Material weakness in internal control over major program; Noncompliance Criteria: Any obligation to a subrecipient over $25,000 is required to be reported under the Federal Funding Accountability and Transparency Act (FFATA) requirements. Condition: First tier subawards were not entered into the Federal Funding Accountability and Transparency Act Subaward Reporting System (FSRS) portal during the audit period. Cause: Management does not have procedures in place to ensure subrecipients meeting the reporting requirement are entered into the FSRS portal. Effect: First tier subrecipients may not be reported in the FSRS portal, causing noncompliance with the FFATA. Context: There was one subrecipient agreement that met the requirements of a first tier subaward during the audit period. This subaward was not reported in the FSRS portal during the year under audit. A summarization of transactions tested, as well as questioned costs, are below. "See schedule of findings and questioned costs for chart/table" Recommendation: The Foundation should make the first-tier subaward determination when funds are awarded to subrecipients and promptly enter qualifying subawards into the FSRS portal. Brown Schultz Sheridan & Fritz (BSSF) recommends that one individual is responsible for entering the subaward into the portal and another individual is responsible for checking the portal before the deadline (one month after the subaward obligation was made). Adding this additional review of the portal would ensure that qualifying subawards are appropriately reported. Views of Responsible Officials and Planned Corrective Actions: See corrective action plan.
Finding reference: 2022-003 Federal Agency: Department of Health and Human Services Federal Program: 93.110 Maternal and Child Health Federal Consolidated Programs Requirement: Reporting Type of Finding: Material weakness in internal control over major program Criteria: The Foundation is required to complete annual reporting for the grant on Form SF-425, Federal Financial Report. Per SF-425 instructions, the federal share of expenditures line (10e) should include, ??the sum of cash disbursements for direct charges for property and services; the amount of indirect expense incurred; and the net increase or decrease in the amounts owed by the recipient for (1) goods and other property received; (2) services performed by employees, contractors, subrecipients, and other payees; and (3) programs for which no current services or performance are required.? The SF-425 instructions state that if an indirect cost rate is utilized, the grantee must report the type of rate (i.e. provisional, predetermined, final or fixed). The SF-425 instructions state that cumulative amounts from the date of inception of the award through the reporting period end date should be reported. Condition: Expenditures incurred by the Foundation, but not yet billed to the Department of Health and Human Services, were not included in the amounts reported for federal share of expenditures. The indirect cost rate type reported did not match the type in the indirect cost rate plan approved by the Department of Health and Human Services. The Base (line 11d) and Federal Share (line 11f) of indirect expenses reported on the annual SF-425 were not cumulative. Cause: Management has not implemented adequate controls to ensure amounts reported match the requirements of the SF-425. Effect: Misreporting of information required by the federal government may lead to federal inquiries of those charged with governance. Context: The federal share of expenditures reported totaled $5,147,866. Actual expenditures incurred totaled $5,465,447. Amounts were underreported by $317,581. The Foundation reported their indirect rate type as fixed when it is provisional. The indirect cost base reported totaled $153,241 which was limited to the base for the budget period (August 1, 2021 to July 31, 2022). The actual cumulative base for the grant was $836,269. Amounts were underreported by $683,028. The federal share of indirect costs reported totaled $92,404 which was for the budget period previously stated. The actual cumulative federal share of indirect costs was $504,270. Amounts were underreported by $411,866. Recommendation: Instructions for required reporting should be read before preparing reports to ensure accurate amounts are presented. A review of the SF-425 should be done by a different individual than the preparer to catch any reporting errors. Views of Responsible Officials and Planned Corrective Actions: See corrective action plan