Audit 305794

FY End
2023-06-30
Total Expended
$2.27M
Findings
12
Programs
21
Year: 2023 Accepted: 2024-05-08

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
396164 2023-001 Material Weakness - P
396165 2023-002 Material Weakness - P
396166 2023-003 - - P
396167 2023-004 - - L
396168 2023-005 - - B
396169 2023-006 - - L
972606 2023-001 Material Weakness - P
972607 2023-002 Material Weakness - P
972608 2023-003 - - P
972609 2023-004 - - L
972610 2023-005 - - B
972611 2023-006 - - L

Contacts

Name Title Type
V18SGFEFKK66 Tracy Forck Auditee
3096790634 Jenny Blocker Auditor
No contacts on file

Notes to SEFA

Title: Non cash assistance Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards includes the federal grant activity of Pleasant Valley School District #62 and is presented on the cash basis of accounting. The information in this schedule is presented in accordance with the requirements of the Office of Management and Budget Uniform Administrative Requirement, Cost Principles, and Audit Requirements for Federal Awards. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the general purpose financial statements. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate. See table in the Notes to SEFA for information.

Finding Details

The District is required to complete accurate and timely bank reconciliations. The District lacks adequate procedures for monthly bank reconciliations within their general ledger system and between the bookkeeper's cash reports and the treasurer's reports.
The District is responsible for preparation of accurate financial statements. Material audit adjustments were identified during the fiscal year 2023 financial audit. Several adjustments were needed in order to properly report certain items of revenue and expense in accordance with the provisions of the Illinois School Code and Illinois Program Accounting Manual (IPAM).
One or more custodians of funds failed to comply with the bonding requirements of the Illinois School Code. The treasurer's bond in force was not sufficeint to meet the bonding requirement for at least one month during fiscal year 2023. The Illinois School Code requires the activity fund custodian to be bonded for at least 25% of the total funds in his or her custody.
Expenditure reports are required to be submitted to ISBE on a timely basis each quarter. The 9/30/22 Title I- Low Income, Title IV, IDEA Pre-K, IDEA Flow Through, and Title II expenditure reports and the 6/30/23 Title I - Low Income and Title IV expenditure reports were not filed within the required timeframe. In addition, the grant year 2022, 9/30/22 for Other State - AD, Title I - School Improvement & Accountability, Title IV, IDEA Flow Through, ARP IDEA Preschool, McKinney Vento Homeless, ESSER I, Digital Equity II and ESSER III expenditure reports were filed late.
The District is required to file an accurate expenditure report. The final Title I - School Improvement and Title I - Low Income expenditure reports reflect expenditures that were not supported by the District's documentation of the programs for fiscal year 2023.
Interfund loans must be properly approved by the Board of Education. A deficit cash position in the Transportation Fund resulted in an unauthorized interfund loan at year end in the District's commingled bank account.
The District is required to complete accurate and timely bank reconciliations. The District lacks adequate procedures for monthly bank reconciliations within their general ledger system and between the bookkeeper's cash reports and the treasurer's reports.
The District is responsible for preparation of accurate financial statements. Material audit adjustments were identified during the fiscal year 2023 financial audit. Several adjustments were needed in order to properly report certain items of revenue and expense in accordance with the provisions of the Illinois School Code and Illinois Program Accounting Manual (IPAM).
One or more custodians of funds failed to comply with the bonding requirements of the Illinois School Code. The treasurer's bond in force was not sufficeint to meet the bonding requirement for at least one month during fiscal year 2023. The Illinois School Code requires the activity fund custodian to be bonded for at least 25% of the total funds in his or her custody.
Expenditure reports are required to be submitted to ISBE on a timely basis each quarter. The 9/30/22 Title I- Low Income, Title IV, IDEA Pre-K, IDEA Flow Through, and Title II expenditure reports and the 6/30/23 Title I - Low Income and Title IV expenditure reports were not filed within the required timeframe. In addition, the grant year 2022, 9/30/22 for Other State - AD, Title I - School Improvement & Accountability, Title IV, IDEA Flow Through, ARP IDEA Preschool, McKinney Vento Homeless, ESSER I, Digital Equity II and ESSER III expenditure reports were filed late.
The District is required to file an accurate expenditure report. The final Title I - School Improvement and Title I - Low Income expenditure reports reflect expenditures that were not supported by the District's documentation of the programs for fiscal year 2023.
Interfund loans must be properly approved by the Board of Education. A deficit cash position in the Transportation Fund resulted in an unauthorized interfund loan at year end in the District's commingled bank account.