Audit 23630

FY End
2022-12-31
Total Expended
$3.80M
Findings
8
Programs
2
Organization: Palestine Gardens North, INC (MO)
Year: 2022 Accepted: 2023-07-10

Organization Exclusion Status:

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Findings

ID Ref Severity Repeat Requirement
26172 2022-001 Significant Deficiency - N
26173 2022-002 Significant Deficiency - N
26174 2022-003 Significant Deficiency - N
26175 2022-004 Material Weakness - N
602614 2022-001 Significant Deficiency - N
602615 2022-002 Significant Deficiency - N
602616 2022-003 Significant Deficiency - N
602617 2022-004 Material Weakness - N

Programs

ALN Program Spent Major Findings
14.157 Supportive Housing for the Elderly $3.45M Yes 4
14.195 Section 8 Housing Assistance Payments Program $350,188 - 0

Contacts

Name Title Type
ZWFWJMXDTXC7 Milva Alvarez Auditee
8162469220 Brian Welch Auditor
No contacts on file

Notes to SEFA

Title: Loan/loan guarantee outstanding balances Accounting Policies: Expenditures reported on the Schedule are reported on the GAAP 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. Negative amounts shown on the Schedule represent adjustments or credits made in the normal course of business to amounts reported as expenditures in prior years. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate. SUPPORTIVE HOUSING FOR THE ELDERLY (14.157) - Balances outstanding at the end of the audit period were 3449200.
Title: BASIS OF PRESENTATION Accounting Policies: Expenditures reported on the Schedule are reported on the GAAP 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. Negative amounts shown on the Schedule represent adjustments or credits made in the normal course of business to amounts reported as expenditures in prior years. 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 (the Schedule) includes the federal award activity of Palestine Gardens North, Inc. (the Organization) 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 Requirement, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of 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.

Finding Details

S3800-010: Finding Reference Number 2022-001 (Significant Deficiency) S3800-011: Program Information Federal Program: Supportive Housing for the Elderly ? Section 202 Federal Agency: Department of Housing and Urban Development (HUD) Assistance Listing #: 14.157 Pass-through Entity: None Federal Award Identification Number and Year: N/A Type of Compliance Finding: N ? Special Tests and Provisions S3800-015: Type of Finding Federal Awards S3800-016: Finding Resolution Status Resolved S3800-017: Information on Universe Population Size N/A S3800-018: Sample Size Information N/A S3800-019: Identification of Repeat Finding and Finding Reference Number N/A S3800-020: Criteria The regulatory agreement requires that the Organization deposit $2,000 into the replacement reserve account on a monthly basis. S3800-030: Statement of Condition During our audit of the Organization?s fiscal year ended December 31, 2022 federal award program, we noted the Organization failed to make required monthly deposits into the reserve for replacement account for seven months. Also, there is an additional shortage of $56 in the reserve for replacement account that was not transferred from the predecessor management company to current management company. S3800-032: Cause The Organization overlooked depositing the required monthly amounts into the reserve for replacement account and the $56 discrepancy is unknown. S3800-033: Effect or Potential Effect The Organization was not in compliance with the regulatory agreement requirement to make monthly deposits into the reserve for replacement account. S3800-035: Auditor Non-Compliance Code N ? Reserve for replacements deposits S3800-040: Questioned Costs $14,056 S3800-045: Reporting Views of Responsible Officials Management agrees with the finding. S3800-050: Context The Organization made five months of deposits into the reserve for replacement account during the year ended December 31, 2022. The Organization was required to make twelve timely, monthly deposits during the year. S3800-080: Recommendation The Organization should deposit $14,056 to the replacement reserve account as soon as possible. S3800-090: Auditor?s Summary of the Auditee?s Comments on the Findings and Recommendations Auditee agreed with our recommendation. S3800-130: Response Indicator Agree S3800-140: Completion Date or Proposed Completion Date May 4, 2023 S3800-150: Response See Corrective Action Plan
S3800-010: Finding Reference Number 2022-002 (Significant Deficiency) S3800-011: Program Information Federal Program: Supportive Housing for the Elderly ? Section 202 Federal Agency: Department of Housing and Urban Development (HUD) Assistance Listing #: 14.157 Pass-through Entity: None Federal Award Identification Number and Year: N/A Type of Compliance Finding: N ? Special Tests and Provisions S3800-015: Type of Finding Federal Awards S3800-016: Finding Resolution Status Unresolved S3800-017: Information on Universe Population Size N/A S3800-018: Sample Size Information N/A S3800-019: Identification of Repeat Finding and Finding Reference Number N/A S3800-020: Criteria The regulatory agreement requires that tenant security deposits held should equal or exceed the tenant security deposit liability at all times. S3800-030: Statement of Condition During our audit of the Organization?s fiscal year ended December 31, 2022 federal award program, we tested two months for compliance with this requirement. The tenant security deposit asset account was reconciled for all months tested. However, the tenant security deposit liability account was more than the security deposit asset account on August 31, 2022 and December 31, 2022. S3800-032: Cause The Organization does not have adequate controls in place to determine that it is in compliance with the requirement that the security deposit asset is greater than the liability at all times. S3800-033: Effect or Potential Effect The Organization was not in compliance with the requirement to maintain its tenant security deposit account equal to or in excess of its security deposit liabilities at all times. S3800-035: Auditor Non-Compliance Code M ? Security deposits S3800-040: Questioned Costs $4,793 S3800-045: Reporting Views of Responsible Officials Management agreed with the finding. S3800-050: Context The Organization reconciles the tenant security deposit asset account monthly, but only reconciles the liability account at year-end; therefore, the Organization did not contemporaneously determine its compliance with the regulatory requirement that the tenant security deposit asset must equal or exceed the tenant security deposit liability at all times. We did not increase our sample size as reconciliation of the liability was not performed monthly and therefore, the internal control procedure necessary for this compliance requirement was not in place. S3800-080: Recommendation The tenant security deposit liability exceeded the tenant security deposit asset by $1,707 as of August 31, 2022, when the Organization was managed by the predecessor management company. We do not have a recommendation regarding the period managed by the predecessor management company. The current management company should compare the security deposit liability to the security deposit asset each month as part of the monthly closing process. S3800-090: Auditor?s Summary of the Auditee?s Comments on the Findings and Recommendations Auditee agreed with our recommendation. S3800-130: Response Indicator Agree S3800-140: Completion Date or Proposed Completion Date June 30, 2023 S3800-150: Response See Corrective Action Plan
S3800-010: Finding Reference Number 2022-003 (Significant Deficiency) S3800-011: Program Information Federal Program: Supportive Housing for the Elderly ? Section 202 Federal Agency: Department of Housing and Urban Development (HUD) Assistance Listing #: 14.157 Pass-through Entity: None Federal Award Identification Number and Year: N/A Type of Compliance Finding: N ? Special Tests and Provisions S3800-015: Type of Finding Federal Awards S3800-016: Finding Resolution Status Resolved S3800-017: Information on Universe Population Size 146 S3800-018: Sample Size Information 25 S3800-019: Identification of Repeat Finding and Finding Reference Number N/A S3800-020: Criteria The Management Agent Handbook (4381.5) requires owners of multifamily housing to follow specific guidelines and determine requirements are being met for residents requesting maintenance of property via a work order system in compliance with management?s procedures. S3800-030: Statement of Condition During our audit of the Organization?s fiscal year ended December 31, 2022 federal award program, we noted that HUD requirements related to housing quality standards were not properly followed. We tested a sample of twenty-five work orders and noted that four work orders were not completed in a timely manner. S3800-032: Cause The Organization did not follow HUD required procedures for housing quality standards. S3800-033: Effect or Potential Effect The Organization was not in compliance with the requirements of HUD related to ensuring requirements are being met for residents requesting maintenance of property. S3800-035: Auditor Non-Compliance Code I ? Failure to maintain property / open physical inspection(s) S3800-040: Questioned Costs None S3800-045: Reporting Views of Responsible Officials Management agreed with the finding. S3800-050: Context The Organization is required to maintain the property / open physical inspections. S3800-080: Recommendation The Organization should follow their procedure to ensure tenants requesting maintenance of property via work orders is being maintained properly in the work order system and management is completing maintenance of the property on a timely basis. We noted these non-compliant findings occurred during the period of the predecessor management company. S3800-090: Auditor?s Summary of the Auditee?s Comments on the Findings and Recommendations Auditee agreed with our recommendation. S3800-130: Response Indicator Agree S3800-140: Completion Date or Proposed Completion Date May 4, 2023 S3800-150: Response See Corrective Action Plan
S3800-010: Finding Reference Number 2022-004 (Material Weakness) S3800-011: Program Information Federal Program: Supportive Housing for the Elderly ? Section 202 Federal Agency: Department of Housing and Urban Development (HUD) Assistance Listing #: 14.157 Pass-through Entity: None Federal Award Identification Number and Year: N/A Type of Compliance Finding: N ? Special Tests and Provisions S3800-015: Type of Finding Federal Awards S3800-016: Finding Resolution Status Unresolved S3800-017: Information on Universe Population Size N/A S3800-018: Sample Size Information N/A S3800-019: Identification of Repeat Finding and Finding Reference Number N/A S3800-020: Criteria The HUD Management Agent Handbook 4381.5, REV-2, CHG-2 requires owners of multifamily housing with supportive services for very low-income elderly persons to maintain the mortgaged premises in a decent, safe, sanitary, and good environment. S3800-030: Statement of Condition During our audit of the Organization?s fiscal year ended December 31, 2022 federal award program, we noted that the Organization did not have a current / active elevator operating certificate issued by the City of Kansas City, Missouri (City of KCMO). S3800-032: Cause The Organization?s elevator certificate expired May 2, 2022. The Organization failed to have the elevator inspection conducted by the Registered Elevator Contractor as required by the City of KCMO to renew the elevator certificate. S3800-033: Effect or Potential Effect Safety of all persons on premises. S3800-035: Auditor Non-Compliance Code I ? Failure to maintain property / open physical inspection(s) S3800-040: Questioned Costs None S3800-045: Reporting Views of Responsible Officials Management reported that the failure to obtain the elevator inspection occurred during the period of the predecessor management company. S3800-050: Context The Organization is required to have all of its necessary forms and licenses current and up to date. S3800-080: Recommendation The Organization should obtain the necessary elevator inspection and establish a process to ensure that they keep all necessary forms and licenses current and up to date. S3800-090: Auditor?s Summary of the Auditee?s Comments on the Findings and Recommendations Auditee agreed with our recommendation. S3800-130: Response Indicator Agree S3800-140: Completion Date or Proposed Completion Date June 30, 2023 S3800-150: Response See Corrective Action Plan
S3800-010: Finding Reference Number 2022-001 (Significant Deficiency) S3800-011: Program Information Federal Program: Supportive Housing for the Elderly ? Section 202 Federal Agency: Department of Housing and Urban Development (HUD) Assistance Listing #: 14.157 Pass-through Entity: None Federal Award Identification Number and Year: N/A Type of Compliance Finding: N ? Special Tests and Provisions S3800-015: Type of Finding Federal Awards S3800-016: Finding Resolution Status Resolved S3800-017: Information on Universe Population Size N/A S3800-018: Sample Size Information N/A S3800-019: Identification of Repeat Finding and Finding Reference Number N/A S3800-020: Criteria The regulatory agreement requires that the Organization deposit $2,000 into the replacement reserve account on a monthly basis. S3800-030: Statement of Condition During our audit of the Organization?s fiscal year ended December 31, 2022 federal award program, we noted the Organization failed to make required monthly deposits into the reserve for replacement account for seven months. Also, there is an additional shortage of $56 in the reserve for replacement account that was not transferred from the predecessor management company to current management company. S3800-032: Cause The Organization overlooked depositing the required monthly amounts into the reserve for replacement account and the $56 discrepancy is unknown. S3800-033: Effect or Potential Effect The Organization was not in compliance with the regulatory agreement requirement to make monthly deposits into the reserve for replacement account. S3800-035: Auditor Non-Compliance Code N ? Reserve for replacements deposits S3800-040: Questioned Costs $14,056 S3800-045: Reporting Views of Responsible Officials Management agrees with the finding. S3800-050: Context The Organization made five months of deposits into the reserve for replacement account during the year ended December 31, 2022. The Organization was required to make twelve timely, monthly deposits during the year. S3800-080: Recommendation The Organization should deposit $14,056 to the replacement reserve account as soon as possible. S3800-090: Auditor?s Summary of the Auditee?s Comments on the Findings and Recommendations Auditee agreed with our recommendation. S3800-130: Response Indicator Agree S3800-140: Completion Date or Proposed Completion Date May 4, 2023 S3800-150: Response See Corrective Action Plan
S3800-010: Finding Reference Number 2022-002 (Significant Deficiency) S3800-011: Program Information Federal Program: Supportive Housing for the Elderly ? Section 202 Federal Agency: Department of Housing and Urban Development (HUD) Assistance Listing #: 14.157 Pass-through Entity: None Federal Award Identification Number and Year: N/A Type of Compliance Finding: N ? Special Tests and Provisions S3800-015: Type of Finding Federal Awards S3800-016: Finding Resolution Status Unresolved S3800-017: Information on Universe Population Size N/A S3800-018: Sample Size Information N/A S3800-019: Identification of Repeat Finding and Finding Reference Number N/A S3800-020: Criteria The regulatory agreement requires that tenant security deposits held should equal or exceed the tenant security deposit liability at all times. S3800-030: Statement of Condition During our audit of the Organization?s fiscal year ended December 31, 2022 federal award program, we tested two months for compliance with this requirement. The tenant security deposit asset account was reconciled for all months tested. However, the tenant security deposit liability account was more than the security deposit asset account on August 31, 2022 and December 31, 2022. S3800-032: Cause The Organization does not have adequate controls in place to determine that it is in compliance with the requirement that the security deposit asset is greater than the liability at all times. S3800-033: Effect or Potential Effect The Organization was not in compliance with the requirement to maintain its tenant security deposit account equal to or in excess of its security deposit liabilities at all times. S3800-035: Auditor Non-Compliance Code M ? Security deposits S3800-040: Questioned Costs $4,793 S3800-045: Reporting Views of Responsible Officials Management agreed with the finding. S3800-050: Context The Organization reconciles the tenant security deposit asset account monthly, but only reconciles the liability account at year-end; therefore, the Organization did not contemporaneously determine its compliance with the regulatory requirement that the tenant security deposit asset must equal or exceed the tenant security deposit liability at all times. We did not increase our sample size as reconciliation of the liability was not performed monthly and therefore, the internal control procedure necessary for this compliance requirement was not in place. S3800-080: Recommendation The tenant security deposit liability exceeded the tenant security deposit asset by $1,707 as of August 31, 2022, when the Organization was managed by the predecessor management company. We do not have a recommendation regarding the period managed by the predecessor management company. The current management company should compare the security deposit liability to the security deposit asset each month as part of the monthly closing process. S3800-090: Auditor?s Summary of the Auditee?s Comments on the Findings and Recommendations Auditee agreed with our recommendation. S3800-130: Response Indicator Agree S3800-140: Completion Date or Proposed Completion Date June 30, 2023 S3800-150: Response See Corrective Action Plan
S3800-010: Finding Reference Number 2022-003 (Significant Deficiency) S3800-011: Program Information Federal Program: Supportive Housing for the Elderly ? Section 202 Federal Agency: Department of Housing and Urban Development (HUD) Assistance Listing #: 14.157 Pass-through Entity: None Federal Award Identification Number and Year: N/A Type of Compliance Finding: N ? Special Tests and Provisions S3800-015: Type of Finding Federal Awards S3800-016: Finding Resolution Status Resolved S3800-017: Information on Universe Population Size 146 S3800-018: Sample Size Information 25 S3800-019: Identification of Repeat Finding and Finding Reference Number N/A S3800-020: Criteria The Management Agent Handbook (4381.5) requires owners of multifamily housing to follow specific guidelines and determine requirements are being met for residents requesting maintenance of property via a work order system in compliance with management?s procedures. S3800-030: Statement of Condition During our audit of the Organization?s fiscal year ended December 31, 2022 federal award program, we noted that HUD requirements related to housing quality standards were not properly followed. We tested a sample of twenty-five work orders and noted that four work orders were not completed in a timely manner. S3800-032: Cause The Organization did not follow HUD required procedures for housing quality standards. S3800-033: Effect or Potential Effect The Organization was not in compliance with the requirements of HUD related to ensuring requirements are being met for residents requesting maintenance of property. S3800-035: Auditor Non-Compliance Code I ? Failure to maintain property / open physical inspection(s) S3800-040: Questioned Costs None S3800-045: Reporting Views of Responsible Officials Management agreed with the finding. S3800-050: Context The Organization is required to maintain the property / open physical inspections. S3800-080: Recommendation The Organization should follow their procedure to ensure tenants requesting maintenance of property via work orders is being maintained properly in the work order system and management is completing maintenance of the property on a timely basis. We noted these non-compliant findings occurred during the period of the predecessor management company. S3800-090: Auditor?s Summary of the Auditee?s Comments on the Findings and Recommendations Auditee agreed with our recommendation. S3800-130: Response Indicator Agree S3800-140: Completion Date or Proposed Completion Date May 4, 2023 S3800-150: Response See Corrective Action Plan
S3800-010: Finding Reference Number 2022-004 (Material Weakness) S3800-011: Program Information Federal Program: Supportive Housing for the Elderly ? Section 202 Federal Agency: Department of Housing and Urban Development (HUD) Assistance Listing #: 14.157 Pass-through Entity: None Federal Award Identification Number and Year: N/A Type of Compliance Finding: N ? Special Tests and Provisions S3800-015: Type of Finding Federal Awards S3800-016: Finding Resolution Status Unresolved S3800-017: Information on Universe Population Size N/A S3800-018: Sample Size Information N/A S3800-019: Identification of Repeat Finding and Finding Reference Number N/A S3800-020: Criteria The HUD Management Agent Handbook 4381.5, REV-2, CHG-2 requires owners of multifamily housing with supportive services for very low-income elderly persons to maintain the mortgaged premises in a decent, safe, sanitary, and good environment. S3800-030: Statement of Condition During our audit of the Organization?s fiscal year ended December 31, 2022 federal award program, we noted that the Organization did not have a current / active elevator operating certificate issued by the City of Kansas City, Missouri (City of KCMO). S3800-032: Cause The Organization?s elevator certificate expired May 2, 2022. The Organization failed to have the elevator inspection conducted by the Registered Elevator Contractor as required by the City of KCMO to renew the elevator certificate. S3800-033: Effect or Potential Effect Safety of all persons on premises. S3800-035: Auditor Non-Compliance Code I ? Failure to maintain property / open physical inspection(s) S3800-040: Questioned Costs None S3800-045: Reporting Views of Responsible Officials Management reported that the failure to obtain the elevator inspection occurred during the period of the predecessor management company. S3800-050: Context The Organization is required to have all of its necessary forms and licenses current and up to date. S3800-080: Recommendation The Organization should obtain the necessary elevator inspection and establish a process to ensure that they keep all necessary forms and licenses current and up to date. S3800-090: Auditor?s Summary of the Auditee?s Comments on the Findings and Recommendations Auditee agreed with our recommendation. S3800-130: Response Indicator Agree S3800-140: Completion Date or Proposed Completion Date June 30, 2023 S3800-150: Response See Corrective Action Plan