Audit 302489

FY End
2023-06-30
Total Expended
$878,798
Findings
4
Programs
2
Year: 2023 Accepted: 2024-04-03

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
392250 2023-001 Significant Deficiency - P
392251 2023-002 Significant Deficiency - N
968692 2023-001 Significant Deficiency - P
968693 2023-002 Significant Deficiency - N

Contacts

Name Title Type
WEPUUFWH7KC8 Rodney Ludwig Auditee
5749689267 Brandon Harshman Auditor
No contacts on file

Notes to SEFA

Title: Note 3 Accounting Policies: The schedule of expenditures of federal awards is prepared on the accrual basis of accounting. De Minimis Rate Used: N Rate Explanation: The Corporation has elected to not use the 10% de minimis cost rate. The balance of the HUD Section 207 pursuant to Section 223(f) mortgage note payable at June 30, 2023 is $703,911.

Finding Details

Assistance Listing (Federal award identification number and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects, Assistance Listing 14.155 (073- 11337-REFI and 2007) Auditor non-compliance code: B-Failure to make required residual receipt deposit Finding resolution status: Cleared Universe population size: N/A Sample size information: N/A Statistically valid sample: N/A Name of Federal agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: $6,157 Statement of condition 2023-001: The required deposit per the June 30, 2022 Computation of Surplus Cash, Distributions and Residual Receipts was not deposited to the residual receipts fund within 90 days after the fiscal year end. Criteria: Pursuant to Section 2(c) of the Regulatory Agreement surplus cash is required to be deposited into a separate residual receipts fund within 90 days after the fiscal year end. Effect: The Community is not in compliance with the terms of the Regulatory Agreement. Cause: Due to an oversight by the management agent, the surplus cash deposit was not made until June 6, 2023. Recommendation: Management should ensure that surplus cash is deposited to the residual receipts account within 90 days after the fiscal year end. Management's response: Agree. On June 6, 2023, the management agent transferred $6,157 from operating cash to the residual receipts account. No further action is required.
Assistance Listing (Federal award identification number and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects, Assistance Listing 14.155 (073- 11337-REFI and 2007) Auditor non-compliance code: G - Unauthorized loans from project funds Finding resolution status: Cleared Universe population size: N/A Sample size information: N/A Statistically valid sample: N/A Name of Federal agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: $12,960 Statement of condition 2023-002: During the year ended June 30, 2023, the Community paid for payroll expenditures on behalf of other communities managed by the Agent totaling $12,960. Criteria: Pursuant to Section 9(b) of the Regulatory Agreement, neither the Community nor its agents shall make any payments for services, supplies or materials unless such services are actually rendered for the community or such supplies or materials are delivered to the Community and are reasonably necessary for its operation. Effect: The Corporation is not in compliance with the Regulatory Agreement. The Community's operating account has been reduced by $12,960. Cause: The Community paid payroll expenditures on behalf of other communities managed by the Agent due to a payroll processing error. Recommendation: The other communities managed by the Agent should reimburse the Community in the amount of $12,960. Management's response: Agree. On September 6, 2023, the Agent has issued a credit to the Community of $12,960.
Assistance Listing (Federal award identification number and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects, Assistance Listing 14.155 (073- 11337-REFI and 2007) Auditor non-compliance code: B-Failure to make required residual receipt deposit Finding resolution status: Cleared Universe population size: N/A Sample size information: N/A Statistically valid sample: N/A Name of Federal agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: $6,157 Statement of condition 2023-001: The required deposit per the June 30, 2022 Computation of Surplus Cash, Distributions and Residual Receipts was not deposited to the residual receipts fund within 90 days after the fiscal year end. Criteria: Pursuant to Section 2(c) of the Regulatory Agreement surplus cash is required to be deposited into a separate residual receipts fund within 90 days after the fiscal year end. Effect: The Community is not in compliance with the terms of the Regulatory Agreement. Cause: Due to an oversight by the management agent, the surplus cash deposit was not made until June 6, 2023. Recommendation: Management should ensure that surplus cash is deposited to the residual receipts account within 90 days after the fiscal year end. Management's response: Agree. On June 6, 2023, the management agent transferred $6,157 from operating cash to the residual receipts account. No further action is required.
Assistance Listing (Federal award identification number and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects, Assistance Listing 14.155 (073- 11337-REFI and 2007) Auditor non-compliance code: G - Unauthorized loans from project funds Finding resolution status: Cleared Universe population size: N/A Sample size information: N/A Statistically valid sample: N/A Name of Federal agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: $12,960 Statement of condition 2023-002: During the year ended June 30, 2023, the Community paid for payroll expenditures on behalf of other communities managed by the Agent totaling $12,960. Criteria: Pursuant to Section 9(b) of the Regulatory Agreement, neither the Community nor its agents shall make any payments for services, supplies or materials unless such services are actually rendered for the community or such supplies or materials are delivered to the Community and are reasonably necessary for its operation. Effect: The Corporation is not in compliance with the Regulatory Agreement. The Community's operating account has been reduced by $12,960. Cause: The Community paid payroll expenditures on behalf of other communities managed by the Agent due to a payroll processing error. Recommendation: The other communities managed by the Agent should reimburse the Community in the amount of $12,960. Management's response: Agree. On September 6, 2023, the Agent has issued a credit to the Community of $12,960.