Audit 317758

FY End
2019-12-31
Total Expended
$2.24M
Findings
10
Programs
2
Year: 2019 Accepted: 2024-08-22

Organization Exclusion Status:

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Findings

ID Ref Severity Repeat Requirement
484837 2019-001 Material Weakness - P
484838 2019-002 Material Weakness - C
484839 2019-003 Material Weakness - C
484840 2019-004 Material Weakness - P
484841 2019-005 Material Weakness - P
1061279 2019-001 Material Weakness - P
1061280 2019-002 Material Weakness - C
1061281 2019-003 Material Weakness - C
1061282 2019-004 Material Weakness - P
1061283 2019-005 Material Weakness - P

Contacts

Name Title Type
LB5BNE6J4Q19 Mark Owsley Auditee
4024901907 Jeff Lathrop 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 auditee did not use the de minimis cost rate. The balance of the HUD mortgage as of December 31, 2019, under Section 207, pursuant to Section 223(f) of the National Housing Act is $1,825,064.

Finding Details

Finding reference number: 2019-001 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: Z - Other Finding resolution status: Resolved Universe population size: The universe population size is not applicable to the finding Sample size information: The sample size information is not applicable to the finding Statistically valid sample: N/A Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: N/A Statement of condition 2019-001: For the year ended December 31, 2019, the Corporation did not submit audited financial statements to HUD within the required time period. Criteria: Pursuant to the Regulatory Agreement, the Corporation is required to electronically submit audited financial statements to HUD in accordance with HUD guidance. Effect or potential effect: The Corporation is not in compliance with the Regulatory Agreement. Cause: Due to administrative delays caused by the transition in management agents, the Corporation failed to submit audited financial statements to HUD within the time period required. Recommendation: The Corporation should submit audited financial statements to HUD within the time period required. Reporting views of responsible officials: Management agrees with the recommendation and submitted the audited financial statements to HUD. No further action is required.
Finding reference number: 2019-002 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: B - Failure to make required residual receipt deposit Finding resolution status: In process Universe population size: One required deposit to the residual receipts account Sample size information: One required deposit to the residual receipts account Statistically valid sample: Yes Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: $33,820 Statement of condition 2019-002: The Corporation did not make the required deposit to the residual receipts fund in the amount of $33,820. Criteria: Pursuant to the Regulatory Agreement, PY surplus cash must be deposited into the residual receipts fund within 90 days after the end of the prior year. Effect or potential effect: At December 31, 2019, the residual receipts account is underfunded by $33,820. Cause: The Corporation did not make the required deposit to the residual receipts fund. Recommendation: As of December 31, 2019, the Property has positive surplus cash of $76,571, which includes the required deposits and unauthorized withdrawals not made as illustrated in the 2018 and 2017 audit reports. Management should deposit $76,571 to a segregated residual receipts account in the name of the Corporation. Completion Date: 12/31/2024 Reporting views of responsible officials: Management agrees with the recommendation and will fund the residual receipts account during 2024.
Finding reference number: 2019-003 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: M - Security deposits Finding resolution status: In process Universe population size: The universe population size is not applicable to the finding Sample size information: The sample size information is not applicable to the finding Statistically valid sample: N/A Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: $10,891 Statement of condition 2019-003: As of December 31, 2019, there was no segregated security deposit account and the liability of $10,891 was not properly funded. Criteria: Pursuant to item 6(g) of the Regulatory Agreement, resident security deposits should be funded in a separate account in an amount not less than the amount of security deposits received from residents at all times. Effect or potential effect: The Corporation is not in compliance with the Regulatory Agreement. Failure to fund security deposits could result in the inability of the Corporation to return security deposits to residents upon termination of the resident's lease. Cause: Upon transition from prior management, a security deposit account was not established. Recommendation: Management should fund the security deposit account and ensure that the liability is funded at all times. Completion Date: 12/31/2024 Reporting views of responsible officials: Management agrees with the recommendation and will fund the security deposit account in 2024.
Finding reference number: 2019-004 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: Z - Other Finding resolution status: Resolved Universe population size: The universe population size is not applicable to the finding Sample size information: The sample size information is not applicable to the finding Statistically valid sample: N/A Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: N/A Statement of condition 2019-004: For the year ended December 31, 2018, the Corporation did not submit Data Collection Form to FAC within the required time period. Criteria: Pursuant to the Regulatory Agreement, the Corporation is required to electronically submit Data Collection Form to FAC in accordance with HUD guidance. Effect or potential effect: The Corporation is not in compliance with the Regulatory Agreement. Cause: Due to administrative delays caused by the transition in management agents, the Corporation failed to submit Data Collection Form to FAC within the time period required. Recommendation: The Corporation should submit Data Collection Form to FAC within the time period required. Completion Date: 12/31/2024 Reporting views of responsible officials: Management agrees with the recommendation and submitted the Data Collection Form to FAC. No further action is required.
Finding reference number: 2019-005 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: Z - Other Finding resolution status: Resolved Universe population size: 469 invoices Sample size information: 25 invoices Statistically valid sample: 1 invoices Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: N/A Statement of condition 2019-005: At December 31, 2019, the management agent was unable to provide supporting invoices for 1 disbursement. Criteria: Pursuant to paragraph 9(c) of the Regulatory Agreement, the mortgaged property, equipment, buildings, plans, offices, apparatus, devices, books, contracts, records, documents, and other papers relating thereto shall at all times be maintained in reasonable condition for proper audit. The books and records of the Corporation are required to be kept in accordance with HUD Financial Operations and Accounting Procedures for Insurance Handbook (4370.2) Chapter 2: Financial Operations and Accounting (Section 2-3 Maintenance of Books and Records), which requires the records to be complete and accurate. Effect or potential effect: The Corporation is not in compliance with the Regulatory Agreement. Cause: Due to the delay in requesting an audit be performed, invoices were placed into storage and were not able to be located. Recommendation: Management should retain all invoices for disbursements in the future in order for its records to be complete and accurate. Completion Date: 12/31/2024 Reporting views of responsible officials: Management agrees with the recommendation. Policies and procedures have been updated to make sure records are complete and accurate.
Finding reference number: 2019-001 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: Z - Other Finding resolution status: Resolved Universe population size: The universe population size is not applicable to the finding Sample size information: The sample size information is not applicable to the finding Statistically valid sample: N/A Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: N/A Statement of condition 2019-001: For the year ended December 31, 2019, the Corporation did not submit audited financial statements to HUD within the required time period. Criteria: Pursuant to the Regulatory Agreement, the Corporation is required to electronically submit audited financial statements to HUD in accordance with HUD guidance. Effect or potential effect: The Corporation is not in compliance with the Regulatory Agreement. Cause: Due to administrative delays caused by the transition in management agents, the Corporation failed to submit audited financial statements to HUD within the time period required. Recommendation: The Corporation should submit audited financial statements to HUD within the time period required. Reporting views of responsible officials: Management agrees with the recommendation and submitted the audited financial statements to HUD. No further action is required.
Finding reference number: 2019-002 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: B - Failure to make required residual receipt deposit Finding resolution status: In process Universe population size: One required deposit to the residual receipts account Sample size information: One required deposit to the residual receipts account Statistically valid sample: Yes Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: $33,820 Statement of condition 2019-002: The Corporation did not make the required deposit to the residual receipts fund in the amount of $33,820. Criteria: Pursuant to the Regulatory Agreement, PY surplus cash must be deposited into the residual receipts fund within 90 days after the end of the prior year. Effect or potential effect: At December 31, 2019, the residual receipts account is underfunded by $33,820. Cause: The Corporation did not make the required deposit to the residual receipts fund. Recommendation: As of December 31, 2019, the Property has positive surplus cash of $76,571, which includes the required deposits and unauthorized withdrawals not made as illustrated in the 2018 and 2017 audit reports. Management should deposit $76,571 to a segregated residual receipts account in the name of the Corporation. Completion Date: 12/31/2024 Reporting views of responsible officials: Management agrees with the recommendation and will fund the residual receipts account during 2024.
Finding reference number: 2019-003 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: M - Security deposits Finding resolution status: In process Universe population size: The universe population size is not applicable to the finding Sample size information: The sample size information is not applicable to the finding Statistically valid sample: N/A Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: $10,891 Statement of condition 2019-003: As of December 31, 2019, there was no segregated security deposit account and the liability of $10,891 was not properly funded. Criteria: Pursuant to item 6(g) of the Regulatory Agreement, resident security deposits should be funded in a separate account in an amount not less than the amount of security deposits received from residents at all times. Effect or potential effect: The Corporation is not in compliance with the Regulatory Agreement. Failure to fund security deposits could result in the inability of the Corporation to return security deposits to residents upon termination of the resident's lease. Cause: Upon transition from prior management, a security deposit account was not established. Recommendation: Management should fund the security deposit account and ensure that the liability is funded at all times. Completion Date: 12/31/2024 Reporting views of responsible officials: Management agrees with the recommendation and will fund the security deposit account in 2024.
Finding reference number: 2019-004 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: Z - Other Finding resolution status: Resolved Universe population size: The universe population size is not applicable to the finding Sample size information: The sample size information is not applicable to the finding Statistically valid sample: N/A Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: N/A Statement of condition 2019-004: For the year ended December 31, 2018, the Corporation did not submit Data Collection Form to FAC within the required time period. Criteria: Pursuant to the Regulatory Agreement, the Corporation is required to electronically submit Data Collection Form to FAC in accordance with HUD guidance. Effect or potential effect: The Corporation is not in compliance with the Regulatory Agreement. Cause: Due to administrative delays caused by the transition in management agents, the Corporation failed to submit Data Collection Form to FAC within the time period required. Recommendation: The Corporation should submit Data Collection Form to FAC within the time period required. Completion Date: 12/31/2024 Reporting views of responsible officials: Management agrees with the recommendation and submitted the Data Collection Form to FAC. No further action is required.
Finding reference number: 2019-005 Assistance Listing title and number (federal award identification and year): Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects; Assistance Listing No. 14.155, for the year ended December 31, 2019. Auditor non-compliance code: Z - Other Finding resolution status: Resolved Universe population size: 469 invoices Sample size information: 25 invoices Statistically valid sample: 1 invoices Name of Federal Agency: U.S. Department of Housing and Urban Development Pass-through entity: N/A Questioned costs: N/A Statement of condition 2019-005: At December 31, 2019, the management agent was unable to provide supporting invoices for 1 disbursement. Criteria: Pursuant to paragraph 9(c) of the Regulatory Agreement, the mortgaged property, equipment, buildings, plans, offices, apparatus, devices, books, contracts, records, documents, and other papers relating thereto shall at all times be maintained in reasonable condition for proper audit. The books and records of the Corporation are required to be kept in accordance with HUD Financial Operations and Accounting Procedures for Insurance Handbook (4370.2) Chapter 2: Financial Operations and Accounting (Section 2-3 Maintenance of Books and Records), which requires the records to be complete and accurate. Effect or potential effect: The Corporation is not in compliance with the Regulatory Agreement. Cause: Due to the delay in requesting an audit be performed, invoices were placed into storage and were not able to be located. Recommendation: Management should retain all invoices for disbursements in the future in order for its records to be complete and accurate. Completion Date: 12/31/2024 Reporting views of responsible officials: Management agrees with the recommendation. Policies and procedures have been updated to make sure records are complete and accurate.