Audit 321380

FY End
2024-06-30
Total Expended
$6.62M
Findings
8
Programs
1
Organization: Ahepa 371 Ii, Inc. (MI)
Year: 2024 Accepted: 2024-09-26

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
498662 2024-001 Significant Deficiency - N
498663 2024-001 Significant Deficiency - N
498664 2024-002 Significant Deficiency - N
498665 2024-002 Significant Deficiency - N
1075104 2024-001 Significant Deficiency - N
1075105 2024-001 Significant Deficiency - N
1075106 2024-002 Significant Deficiency - N
1075107 2024-002 Significant Deficiency - N

Programs

ALN Program Spent Major Findings
14.157 Supportive Housing for the Elderly $251,459 Yes 2

Contacts

Name Title Type
ML5EBAE9AXA1 Ryan Bessert Auditee
8107674890 Trent Wilson Auditor
No contacts on file

Notes to SEFA

Title: Note 1: 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 schedule of expenditures of federal awards is prepared on the accrual basis of accounting.
Title: Note 2: 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 Corporation has elected to not use the 10% de minimis cost rate.
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 202 Capital Advance at June 30, 2024 is $6,366,001.

Finding Details

Finding reference number: 2024-001 Assistance Listing (Federal award identification number and year): Section 202 Supportive Housing for the Elderly (Project identification number 044-EE057 and 2001) Auditor non-compliance code: N- Reserve for Replacements Deposits Finding resolution status: Outstanding Universe population size: The universal 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: $14,357 Statement of condition 2024-001: At June 30, 2024, deposits to the reserve for replacements account of $14,357 had not been made. Criteria: Pursuant to the regulatory agreement, the Property is required to make monthly deposits to the reserve for replacements fund as required by HUD. At June 30, 2024, $14,357 of the required deposits had not been made. Effect: The Corporation is not in compliance with the regulatory agreement. The reserve for replacements is underfunded by $14,357 at June 30, 2024. Cause: The Corporation did not make the required deposits to the reserve for replacements in order to manage the Property's operating cash flow. Recommendation: Management should transfer $14,357 to the reserve for replacements. Management's response: Agree. Management will transfer $14,357 to the reserve for replacements once the Property has sufficient operating cash to make the required transfer.
Finding reference number: 2024-001 Assistance Listing (Federal award identification number and year): Section 202 Supportive Housing for the Elderly (Project identification number 044-EE057 and 2001) Auditor non-compliance code: N- Reserve for Replacements Deposits Finding resolution status: Outstanding Universe population size: The universal 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: $14,357 Statement of condition 2024-001: At June 30, 2024, deposits to the reserve for replacements account of $14,357 had not been made. Criteria: Pursuant to the regulatory agreement, the Property is required to make monthly deposits to the reserve for replacements fund as required by HUD. At June 30, 2024, $14,357 of the required deposits had not been made. Effect: The Corporation is not in compliance with the regulatory agreement. The reserve for replacements is underfunded by $14,357 at June 30, 2024. Cause: The Corporation did not make the required deposits to the reserve for replacements in order to manage the Property's operating cash flow. Recommendation: Management should transfer $14,357 to the reserve for replacements. Management's response: Agree. Management will transfer $14,357 to the reserve for replacements once the Property has sufficient operating cash to make the required transfer.
Finding reference number: 2024-002 Assistance Listing (Federal award identification number and year): Section 202 Supportive Housing for the Elderly (Project identification number 044-EE057 and 2001) Auditor non-compliance code: N- Unauthorized distribution of project assets Finding resolution status: Outstanding Universe population size: The universal 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: $14,210 Statement of condition 2024-001: During the year ended June 30, 2024, the Corporation made additional principal payments on the note payable of $33,799, which was in excess of surplus cash calculated at June 30, 2023 by $14,210. Criteria: In accordance with HUD approval for the note payable, dated April 15, 2016, the Corporation may only make monthly payments of $3,627.34 and additional payments based on surplus cash calculated annually. Any unauthorized payments shall be returned to the Corporation. Effect: The Corporation is not in compliance with the HUD requirements. At June 30, 2024, the Property's operating account is underfunded by $14,210. This amount has been considered in the computation of surplus cash, distributions and residual receipts at June 30, 2024. Cause: Management inadvertently made payments on the note based on surplus cash calculated in prior years. Recommendation: AHEPA 371, Inc. should reimburse the Property's operating account in the amount of $14,210. Management's response: Agree. AHEPA 371, Inc. will reimburse the Property's operating account.
Finding reference number: 2024-002 Assistance Listing (Federal award identification number and year): Section 202 Supportive Housing for the Elderly (Project identification number 044-EE057 and 2001) Auditor non-compliance code: N- Unauthorized distribution of project assets Finding resolution status: Outstanding Universe population size: The universal 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: $14,210 Statement of condition 2024-001: During the year ended June 30, 2024, the Corporation made additional principal payments on the note payable of $33,799, which was in excess of surplus cash calculated at June 30, 2023 by $14,210. Criteria: In accordance with HUD approval for the note payable, dated April 15, 2016, the Corporation may only make monthly payments of $3,627.34 and additional payments based on surplus cash calculated annually. Any unauthorized payments shall be returned to the Corporation. Effect: The Corporation is not in compliance with the HUD requirements. At June 30, 2024, the Property's operating account is underfunded by $14,210. This amount has been considered in the computation of surplus cash, distributions and residual receipts at June 30, 2024. Cause: Management inadvertently made payments on the note based on surplus cash calculated in prior years. Recommendation: AHEPA 371, Inc. should reimburse the Property's operating account in the amount of $14,210. Management's response: Agree. AHEPA 371, Inc. will reimburse the Property's operating account.
Finding reference number: 2024-001 Assistance Listing (Federal award identification number and year): Section 202 Supportive Housing for the Elderly (Project identification number 044-EE057 and 2001) Auditor non-compliance code: N- Reserve for Replacements Deposits Finding resolution status: Outstanding Universe population size: The universal 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: $14,357 Statement of condition 2024-001: At June 30, 2024, deposits to the reserve for replacements account of $14,357 had not been made. Criteria: Pursuant to the regulatory agreement, the Property is required to make monthly deposits to the reserve for replacements fund as required by HUD. At June 30, 2024, $14,357 of the required deposits had not been made. Effect: The Corporation is not in compliance with the regulatory agreement. The reserve for replacements is underfunded by $14,357 at June 30, 2024. Cause: The Corporation did not make the required deposits to the reserve for replacements in order to manage the Property's operating cash flow. Recommendation: Management should transfer $14,357 to the reserve for replacements. Management's response: Agree. Management will transfer $14,357 to the reserve for replacements once the Property has sufficient operating cash to make the required transfer.
Finding reference number: 2024-001 Assistance Listing (Federal award identification number and year): Section 202 Supportive Housing for the Elderly (Project identification number 044-EE057 and 2001) Auditor non-compliance code: N- Reserve for Replacements Deposits Finding resolution status: Outstanding Universe population size: The universal 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: $14,357 Statement of condition 2024-001: At June 30, 2024, deposits to the reserve for replacements account of $14,357 had not been made. Criteria: Pursuant to the regulatory agreement, the Property is required to make monthly deposits to the reserve for replacements fund as required by HUD. At June 30, 2024, $14,357 of the required deposits had not been made. Effect: The Corporation is not in compliance with the regulatory agreement. The reserve for replacements is underfunded by $14,357 at June 30, 2024. Cause: The Corporation did not make the required deposits to the reserve for replacements in order to manage the Property's operating cash flow. Recommendation: Management should transfer $14,357 to the reserve for replacements. Management's response: Agree. Management will transfer $14,357 to the reserve for replacements once the Property has sufficient operating cash to make the required transfer.
Finding reference number: 2024-002 Assistance Listing (Federal award identification number and year): Section 202 Supportive Housing for the Elderly (Project identification number 044-EE057 and 2001) Auditor non-compliance code: N- Unauthorized distribution of project assets Finding resolution status: Outstanding Universe population size: The universal 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: $14,210 Statement of condition 2024-001: During the year ended June 30, 2024, the Corporation made additional principal payments on the note payable of $33,799, which was in excess of surplus cash calculated at June 30, 2023 by $14,210. Criteria: In accordance with HUD approval for the note payable, dated April 15, 2016, the Corporation may only make monthly payments of $3,627.34 and additional payments based on surplus cash calculated annually. Any unauthorized payments shall be returned to the Corporation. Effect: The Corporation is not in compliance with the HUD requirements. At June 30, 2024, the Property's operating account is underfunded by $14,210. This amount has been considered in the computation of surplus cash, distributions and residual receipts at June 30, 2024. Cause: Management inadvertently made payments on the note based on surplus cash calculated in prior years. Recommendation: AHEPA 371, Inc. should reimburse the Property's operating account in the amount of $14,210. Management's response: Agree. AHEPA 371, Inc. will reimburse the Property's operating account.
Finding reference number: 2024-002 Assistance Listing (Federal award identification number and year): Section 202 Supportive Housing for the Elderly (Project identification number 044-EE057 and 2001) Auditor non-compliance code: N- Unauthorized distribution of project assets Finding resolution status: Outstanding Universe population size: The universal 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: $14,210 Statement of condition 2024-001: During the year ended June 30, 2024, the Corporation made additional principal payments on the note payable of $33,799, which was in excess of surplus cash calculated at June 30, 2023 by $14,210. Criteria: In accordance with HUD approval for the note payable, dated April 15, 2016, the Corporation may only make monthly payments of $3,627.34 and additional payments based on surplus cash calculated annually. Any unauthorized payments shall be returned to the Corporation. Effect: The Corporation is not in compliance with the HUD requirements. At June 30, 2024, the Property's operating account is underfunded by $14,210. This amount has been considered in the computation of surplus cash, distributions and residual receipts at June 30, 2024. Cause: Management inadvertently made payments on the note based on surplus cash calculated in prior years. Recommendation: AHEPA 371, Inc. should reimburse the Property's operating account in the amount of $14,210. Management's response: Agree. AHEPA 371, Inc. will reimburse the Property's operating account.