Audit 306902

FY End
2023-12-31
Total Expended
$4.87M
Findings
2
Programs
1
Year: 2023 Accepted: 2024-05-22

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
398235 2023-001 - Yes N
974677 2023-001 - Yes N

Programs

ALN Program Spent Major Findings
14.157 Supportive Housing for the Elderly $238,537 - 0

Contacts

Name Title Type
FCBBXFGR5A37 Td Robinson Auditee
3172818794 Matt Buchmeier Auditor
No contacts on file

Notes to SEFA

Title: Loan/loan guarantee outstanding balances Accounting Policies: 1. BASIS OF PRESENTATION The accompanying schedule of expenditures of federal awards includes the federal grant activity of Farrell-Bell Senior Housing Apartments, Inc., HUD Project No. 073-EE119, 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 (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the basic financial statements. RECOGNITION OF RENTAL REVENUE Residents in this facility are billed a monthly rental charge. These charges are recognized as income when earned. Revenue is recorded for each month a housing unit is available for occupancy. Amounts attributable to employee housing units and vacancies are charged to the appropriate accounts in accordance with HUD provisions. The Corporation also receives housing assistance payments from HUD which are also recognized as income when earned. Rental income from the PRAC agreement (including special claims) totaled $238,537, or 62% of net rental revenue, for the year ended December 31, 2023. De Minimis Rate Used: N Rate Explanation: DE MINIMIS COST RATE The Corporation does not utilize the 10% de minimis cost rate because the guidance under Part 200.414 Indirect Costs does not apply. 2. CAPITAL ADVANCE The Corporation has entered into a Capital Advance Program Mortgage Note (the Note) for a capital advance not to exceed $5,182,600. The note bears no interest, and repayment is not required as long as the housing project remains available for very low-income elderly persons, in accordance with Section 202 of the National Affordable Housing Act of 1990 and the Project Rental Assistance Contract and is operated in accordance with the regulatory agreement and HUD regulations. The Note is secured by the mortgage upon the land, building and equipment and other amounts held by the Corporation. At December 31, 2023, the balance of the Note was $4,635,400.

Finding Details

Finding No. 2023-001 Statement of Condition: The Corporation made an unauthorized withdrawal from the replacement reserve account in a prior year. Criteria: The Corporation is required to receive authorization from HUD prior to withdrawing funds from the reserve account. Questions Costs: $35,000 Effect: The replacement reserve account is underfunded causing non-compliance with the regulatory agreement. Cause: The Corporation withdrew cash from the reserve account to pay for operating expenses due to delays in PRAC being renewed resulting in the account being underfunded. Recommendation: The Corporation should reimburse the replacement reserve account when funds are available. Management Response: Management agrees with the finding and will reimburse the replacement reserve account when funds are available.
Finding No. 2023-001 Statement of Condition: The Corporation made an unauthorized withdrawal from the replacement reserve account in a prior year. Criteria: The Corporation is required to receive authorization from HUD prior to withdrawing funds from the reserve account. Questions Costs: $35,000 Effect: The replacement reserve account is underfunded causing non-compliance with the regulatory agreement. Cause: The Corporation withdrew cash from the reserve account to pay for operating expenses due to delays in PRAC being renewed resulting in the account being underfunded. Recommendation: The Corporation should reimburse the replacement reserve account when funds are available. Management Response: Management agrees with the finding and will reimburse the replacement reserve account when funds are available.