Audit 323854

FY End
2022-12-31
Total Expended
$1.10M
Findings
16
Programs
3
Organization: Isuroon (MN)
Year: 2022 Accepted: 2024-10-04

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
501757 2022-001 Material Weakness - P
501758 2022-001 Material Weakness - P
501759 2022-001 Material Weakness - P
501760 2022-002 Significant Deficiency - P
501761 2022-002 Significant Deficiency - P
501762 2022-002 Significant Deficiency - P
501763 2022-003 Significant Deficiency - L
501764 2022-004 Significant Deficiency - N
1078199 2022-001 Material Weakness - P
1078200 2022-001 Material Weakness - P
1078201 2022-001 Material Weakness - P
1078202 2022-002 Significant Deficiency - P
1078203 2022-002 Significant Deficiency - P
1078204 2022-002 Significant Deficiency - P
1078205 2022-003 Significant Deficiency - L
1078206 2022-004 Significant Deficiency - N

Programs

ALN Program Spent Major Findings
59.008 Disaster Assistance Loans $795,554 Yes 4
93.576 Refugee and Entrant Assistance Discretionary Grants $234,223 - 2
21.023 Emergency Rental Assistance Program $70,833 - 2

Contacts

Name Title Type
PXRBVT33M529 Fartun Weli Auditee
9525641131 Hussein Yassin Auditor
No contacts on file

Notes to SEFA

Title: Significant Accounting Policies Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards includes the federal grant activity of Isuroon (A Nonprofit Organization) under programs of the federal government for the year ended December 31, 2022. The information in the Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of Isuroon, it is not intended to and does not present the financial position, changes in net assets, or cash flows of Isuroon. Expenditures reported on the Schedule of Expenditures of Federal Awards are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: With the recruitment of new financial management team we will work on the improved cost allocation plan , recover cost, and maintain a detailed documentation to use de minimis rates. The accompanying Schedule of Expenditures of Federal Awards includes the federal grant activity of Isuroon (A Nonprofit Organization) under programs of the federal government for the year ended December 31, 2022. The information in the Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of Isuroon, it is not intended to and does not present the financial position, changes in net assets, or cash flows of Isuroon.
Title: Basis of Accounting Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards includes the federal grant activity of Isuroon (A Nonprofit Organization) under programs of the federal government for the year ended December 31, 2022. The information in the Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of Isuroon, it is not intended to and does not present the financial position, changes in net assets, or cash flows of Isuroon. Expenditures reported on the Schedule of Expenditures of Federal Awards are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: With the recruitment of new financial management team we will work on the improved cost allocation plan , recover cost, and maintain a detailed documentation to use de minimis rates. Expenditures reported on the Schedule of Expenditures of Federal Awards are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, wherein certain types of expenditures are not allowable or are limited as to reimbursement.
Title: Indirect Cost Rate Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards includes the federal grant activity of Isuroon (A Nonprofit Organization) under programs of the federal government for the year ended December 31, 2022. The information in the Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of Isuroon, it is not intended to and does not present the financial position, changes in net assets, or cash flows of Isuroon. Expenditures reported on the Schedule of Expenditures of Federal Awards are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: With the recruitment of new financial management team we will work on the improved cost allocation plan , recover cost, and maintain a detailed documentation to use de minimis rates. Isuroon has elected not to use the 10% de minimis indirect cost rate as allowed under the Uniform Guidance.
Title: Loan Program Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards includes the federal grant activity of Isuroon (A Nonprofit Organization) under programs of the federal government for the year ended December 31, 2022. The information in the Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of Isuroon, it is not intended to and does not present the financial position, changes in net assets, or cash flows of Isuroon. Expenditures reported on the Schedule of Expenditures of Federal Awards are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: With the recruitment of new financial management team we will work on the improved cost allocation plan , recover cost, and maintain a detailed documentation to use de minimis rates. The outstanding balance at December 31, 2022, was $1,725,400. A total of $795,554 in expenditures were made in 2022 using the loan proceeds.

Finding Details

Audit adjustments and Oversight of Financial Reporting Process: Material Weakness. Criteria – In accordance with generally accepted accounting principles in the United States of America (GAAP) and best practices for nonprofit organizations, internal controls over financial reporting should be designed to ensure that transactions are recorded in the proper period and properly classified and that the closing process identifies any necessary adjustments. Condition – The closing processes did not identify material audit adjustments that were required to accurately reflect grants receivable and related grant/contribution revenue account, interest expense and related accrual, and depreciation expense. Context – Management is responsible for the recording, processing, summarizing, and review of accounting data (i.e., maintaining books and records) and for making necessary adjustments to those books and records before the audit and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Isuroon has limited staff with knowledge of GAAP standards and insufficient internal controls to analyze and review adjustments to reconcile to GAAP at year-end, and to keep the financial statements from being materially misstated. Effect – Errors in recording transactions to the proper period and general ledger accounts could result in a misstatement of the financial statements. Recommendation – We recommend that Isuroon management implements controls over the financial closing process to ensure all necessary adjustments at fiscal year-end are recorded and reviewed, so the financial statements are free from material misstatements. View of Responsible Officials and Corrective Action Plan – We agree that due to the turnover of finance staff and the lack of consistent leadership in the finance department, we realized the need for strong leadership for our finance team. Consequently, the recruitment of an experienced Finance Director is in process, who has extensive experience working with nonprofit organizations, the U.S. government, and the United Nations. This new hire will ensure the finance department has strong leadership with a deep understanding of GAAP standards and the complexities involved in nonprofit accounting. Additionally, existing staff members will receive comprehensive training on GAAP and other relevant financial procedures to ensure they have the necessary knowledge and skills to perform their duties accurately. This training will be ongoing to keep the staff updated on any changes in accounting standards and practices. Furthermore, Isuroon will engage a certified accounting firm to conduct monthly reviews of its books of accounts. This firm will provide regular feedback and guidance, identifying any discrepancies or areas needing improvement and suggesting best practices to ensure compliance with GAAP and the accuracy of financial reporting. By implementing these measures, we aim to establish robust internal controls over the financial closing process, ensuring all necessary adjustments are recorded and reviewed in a timely manner. This comprehensive approach will mitigate the risk of material misstatements, enhance the reliability of financial statements, and demonstrate a commitment to transparency and accountability in financial management.
Audit adjustments and Oversight of Financial Reporting Process: Material Weakness. Criteria – In accordance with generally accepted accounting principles in the United States of America (GAAP) and best practices for nonprofit organizations, internal controls over financial reporting should be designed to ensure that transactions are recorded in the proper period and properly classified and that the closing process identifies any necessary adjustments. Condition – The closing processes did not identify material audit adjustments that were required to accurately reflect grants receivable and related grant/contribution revenue account, interest expense and related accrual, and depreciation expense. Context – Management is responsible for the recording, processing, summarizing, and review of accounting data (i.e., maintaining books and records) and for making necessary adjustments to those books and records before the audit and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Isuroon has limited staff with knowledge of GAAP standards and insufficient internal controls to analyze and review adjustments to reconcile to GAAP at year-end, and to keep the financial statements from being materially misstated. Effect – Errors in recording transactions to the proper period and general ledger accounts could result in a misstatement of the financial statements. Recommendation – We recommend that Isuroon management implements controls over the financial closing process to ensure all necessary adjustments at fiscal year-end are recorded and reviewed, so the financial statements are free from material misstatements. View of Responsible Officials and Corrective Action Plan – We agree that due to the turnover of finance staff and the lack of consistent leadership in the finance department, we realized the need for strong leadership for our finance team. Consequently, the recruitment of an experienced Finance Director is in process, who has extensive experience working with nonprofit organizations, the U.S. government, and the United Nations. This new hire will ensure the finance department has strong leadership with a deep understanding of GAAP standards and the complexities involved in nonprofit accounting. Additionally, existing staff members will receive comprehensive training on GAAP and other relevant financial procedures to ensure they have the necessary knowledge and skills to perform their duties accurately. This training will be ongoing to keep the staff updated on any changes in accounting standards and practices. Furthermore, Isuroon will engage a certified accounting firm to conduct monthly reviews of its books of accounts. This firm will provide regular feedback and guidance, identifying any discrepancies or areas needing improvement and suggesting best practices to ensure compliance with GAAP and the accuracy of financial reporting. By implementing these measures, we aim to establish robust internal controls over the financial closing process, ensuring all necessary adjustments are recorded and reviewed in a timely manner. This comprehensive approach will mitigate the risk of material misstatements, enhance the reliability of financial statements, and demonstrate a commitment to transparency and accountability in financial management.
Audit adjustments and Oversight of Financial Reporting Process: Material Weakness. Criteria – In accordance with generally accepted accounting principles in the United States of America (GAAP) and best practices for nonprofit organizations, internal controls over financial reporting should be designed to ensure that transactions are recorded in the proper period and properly classified and that the closing process identifies any necessary adjustments. Condition – The closing processes did not identify material audit adjustments that were required to accurately reflect grants receivable and related grant/contribution revenue account, interest expense and related accrual, and depreciation expense. Context – Management is responsible for the recording, processing, summarizing, and review of accounting data (i.e., maintaining books and records) and for making necessary adjustments to those books and records before the audit and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Isuroon has limited staff with knowledge of GAAP standards and insufficient internal controls to analyze and review adjustments to reconcile to GAAP at year-end, and to keep the financial statements from being materially misstated. Effect – Errors in recording transactions to the proper period and general ledger accounts could result in a misstatement of the financial statements. Recommendation – We recommend that Isuroon management implements controls over the financial closing process to ensure all necessary adjustments at fiscal year-end are recorded and reviewed, so the financial statements are free from material misstatements. View of Responsible Officials and Corrective Action Plan – We agree that due to the turnover of finance staff and the lack of consistent leadership in the finance department, we realized the need for strong leadership for our finance team. Consequently, the recruitment of an experienced Finance Director is in process, who has extensive experience working with nonprofit organizations, the U.S. government, and the United Nations. This new hire will ensure the finance department has strong leadership with a deep understanding of GAAP standards and the complexities involved in nonprofit accounting. Additionally, existing staff members will receive comprehensive training on GAAP and other relevant financial procedures to ensure they have the necessary knowledge and skills to perform their duties accurately. This training will be ongoing to keep the staff updated on any changes in accounting standards and practices. Furthermore, Isuroon will engage a certified accounting firm to conduct monthly reviews of its books of accounts. This firm will provide regular feedback and guidance, identifying any discrepancies or areas needing improvement and suggesting best practices to ensure compliance with GAAP and the accuracy of financial reporting. By implementing these measures, we aim to establish robust internal controls over the financial closing process, ensuring all necessary adjustments are recorded and reviewed in a timely manner. This comprehensive approach will mitigate the risk of material misstatements, enhance the reliability of financial statements, and demonstrate a commitment to transparency and accountability in financial management.
Oversight of Financial Reporting Process: Significant Deficiency. Criteria – Bank accounts should be reconciled monthly to general ledger. Condition – January through December 2022 bank reconciliation for one account was not reconciled until May 2024 during audit work. Context – Management is responsible for reviewing accounting data, and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Effect – Journal entries were not recorded timely. Therefore, Isuroon internal financial statements did not accurately reflect its financial position. Recommendation – We recommend that all bank accounts reconciled monthly to the general ledger and all suspicious reconciling items be promptly investigated and adjusted with adequate documentation. View of Responsible Officials and Corrective Action Plan – Isuroon acknowledges the impact of staff turnover and the critical need for strong leadership within the finance team. As outlined in our response to the first finding, we are actively recruiting an experienced Finance Director to provide leadership and expertise in internal control for nonprofit accounting. Additionally, comprehensive training on internal control, financial reporting and other relevant financial procedures will be provided to existing staff members. Furthermore, the engagement of a certified accounting firm to conduct monthly reviews of our financial records will ensure compliance with internal control procedures, providing feedback and guidance as needed. These measures are aimed at reinforcing internal controls, facilitating timely bank reconciliations, and demonstrating our unwavering commitment to transparency and accountability in financial management.
Oversight of Financial Reporting Process: Significant Deficiency. Criteria – Bank accounts should be reconciled monthly to general ledger. Condition – January through December 2022 bank reconciliation for one account was not reconciled until May 2024 during audit work. Context – Management is responsible for reviewing accounting data, and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Effect – Journal entries were not recorded timely. Therefore, Isuroon internal financial statements did not accurately reflect its financial position. Recommendation – We recommend that all bank accounts reconciled monthly to the general ledger and all suspicious reconciling items be promptly investigated and adjusted with adequate documentation. View of Responsible Officials and Corrective Action Plan – Isuroon acknowledges the impact of staff turnover and the critical need for strong leadership within the finance team. As outlined in our response to the first finding, we are actively recruiting an experienced Finance Director to provide leadership and expertise in internal control for nonprofit accounting. Additionally, comprehensive training on internal control, financial reporting and other relevant financial procedures will be provided to existing staff members. Furthermore, the engagement of a certified accounting firm to conduct monthly reviews of our financial records will ensure compliance with internal control procedures, providing feedback and guidance as needed. These measures are aimed at reinforcing internal controls, facilitating timely bank reconciliations, and demonstrating our unwavering commitment to transparency and accountability in financial management.
Oversight of Financial Reporting Process: Significant Deficiency. Criteria – Bank accounts should be reconciled monthly to general ledger. Condition – January through December 2022 bank reconciliation for one account was not reconciled until May 2024 during audit work. Context – Management is responsible for reviewing accounting data, and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Effect – Journal entries were not recorded timely. Therefore, Isuroon internal financial statements did not accurately reflect its financial position. Recommendation – We recommend that all bank accounts reconciled monthly to the general ledger and all suspicious reconciling items be promptly investigated and adjusted with adequate documentation. View of Responsible Officials and Corrective Action Plan – Isuroon acknowledges the impact of staff turnover and the critical need for strong leadership within the finance team. As outlined in our response to the first finding, we are actively recruiting an experienced Finance Director to provide leadership and expertise in internal control for nonprofit accounting. Additionally, comprehensive training on internal control, financial reporting and other relevant financial procedures will be provided to existing staff members. Furthermore, the engagement of a certified accounting firm to conduct monthly reviews of our financial records will ensure compliance with internal control procedures, providing feedback and guidance as needed. These measures are aimed at reinforcing internal controls, facilitating timely bank reconciliations, and demonstrating our unwavering commitment to transparency and accountability in financial management.
Noncompliance with Laws and Regulations: Significant Deficiency. Criteria – Under 2 CFR 200.512, auditee must submit single audit data collection and reporting package to the Federal Audit Clearinghouse within the earlier of thirty (30) calendar days after the receipt of auditor’s report or nine months after the end of audit period. Condition – Accounting records were not complete and not readily available to schedule the audit. The single audit reporting package was submitted nine months after the September 30, 2023, due date. Context – Management is responsible for reviewing accounting data for making necessary adjustments, and preparation of financial statements for timely audit engagement and submission to the Federal Audit Clearinghouse. Cause – Experienced turnover of key staff within the accounting department and management lack of understanding of the extent of Single Audit. Recommendation – We recommend that Isuroon obtain appropriate experienced accounting staff, implement systems and procedures to ensure timely completion of the Single Audit and the submission of the reporting package to the Federal Clearinghouse. View of Responsible Officials and Corrective Action Plan – Isuroon acknowledges the audit finding and has taken proactive steps to implement a comprehensive corrective plan. The ongoing recruitment of an experienced finance director, as outlined, marks a crucial milestone in strengthening leadership and oversight within the finance department. This individual will bring invaluable expertise to ensure that accounting processes adhere to regulatory mandates, including those stipulated in 2 CFR 200.512. Furthermore, the engagement of a certified accounting firm for monthly reviews of the books of accounts underscores Isuroon's proactive approach to enhancing financial controls. This external oversight not only complements the efforts of the finance director but also provides an additional layer of assurance regarding the accuracy and completeness of accounting records throughout the fiscal year. Moreover, the CEO's commitment to closely monitor the accounting department and collaborate closely with the finance team, under the guidance of the new finance director, underscores Isuroon's dedication to timely reporting. The CEO's direct involvement will foster ongoing communication and cooperation, ensuring that periodic reports are promptly disseminated to donors, auditors, the board of directors, and all other relevant stakeholders. By leveraging these resources and fostering a culture of accountability and transparency, Isuroon is well-positioned to address the root causes of the audit findings and establish robust mechanisms for the timely submission of audit reporting packages in the future.
Special Tests and Provisions: Federal Agency: United States Small Business Administration (U.S. SBA).Program Name: Economic Injury Disaster Loan (EIDL). Federal Assistance Listing Number - 59.008. Criteria: U.S. SBA EIDL loan agreement requires that Isuroon must submit financial statements to SBA in such form that SBA may require not later than three (3) months after Isuroon’s fiscal year-end. Condition: During our audit, we noted that internal controls were not sufficient to ensure that financial statements are submitted, as they were never submitted to SBA as outlined in the loan agreement. Cause: Isuroon did not have the proper internal controls in place around loan management to ensure timely filing of its financial reports as part of compliance with the SBA regulations. Effect or Potential Effect: Without proper management of the Isuroon's SBA loan financial reporting requirements, Isuroon risks missing filing reports in their entirety, thus risking its SBA loan and may not be in compliance with the loan agreement. Recommendation – We recommend that Isuroon develop internal controls to ensure that all lenders’ filing requirements are identified and filings made in a timely manner. Additionally, Isuroon should file the required documentation with SBA as soon as feasible. View of Responsible Officials and Corrective Action Plan – To rectify the audit finding concerning the untimely submission of financial statements to the SBA as mandated by the EIDL agreement, Isuroon will prioritize the immediate filing of the required documentation with the SBA to mitigate any potential risks associated with non-compliance. This proactive approach will include a comprehensive review of all SBA filing requirements, enabling Isuroon to develop standardized procedures for prompt and accurate submissions. Additionally, Isuroon will establish robust internal controls tailored to manage obligations with all lenders, banks, and financial institutions, ensuring timely filing of financial reports in accordance with their respective agreements. By addressing these deficiencies and bolstering internal controls, Isuroon aims to safeguard its financial standing and uphold regulatory compliance across all loan agreements.
Audit adjustments and Oversight of Financial Reporting Process: Material Weakness. Criteria – In accordance with generally accepted accounting principles in the United States of America (GAAP) and best practices for nonprofit organizations, internal controls over financial reporting should be designed to ensure that transactions are recorded in the proper period and properly classified and that the closing process identifies any necessary adjustments. Condition – The closing processes did not identify material audit adjustments that were required to accurately reflect grants receivable and related grant/contribution revenue account, interest expense and related accrual, and depreciation expense. Context – Management is responsible for the recording, processing, summarizing, and review of accounting data (i.e., maintaining books and records) and for making necessary adjustments to those books and records before the audit and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Isuroon has limited staff with knowledge of GAAP standards and insufficient internal controls to analyze and review adjustments to reconcile to GAAP at year-end, and to keep the financial statements from being materially misstated. Effect – Errors in recording transactions to the proper period and general ledger accounts could result in a misstatement of the financial statements. Recommendation – We recommend that Isuroon management implements controls over the financial closing process to ensure all necessary adjustments at fiscal year-end are recorded and reviewed, so the financial statements are free from material misstatements. View of Responsible Officials and Corrective Action Plan – We agree that due to the turnover of finance staff and the lack of consistent leadership in the finance department, we realized the need for strong leadership for our finance team. Consequently, the recruitment of an experienced Finance Director is in process, who has extensive experience working with nonprofit organizations, the U.S. government, and the United Nations. This new hire will ensure the finance department has strong leadership with a deep understanding of GAAP standards and the complexities involved in nonprofit accounting. Additionally, existing staff members will receive comprehensive training on GAAP and other relevant financial procedures to ensure they have the necessary knowledge and skills to perform their duties accurately. This training will be ongoing to keep the staff updated on any changes in accounting standards and practices. Furthermore, Isuroon will engage a certified accounting firm to conduct monthly reviews of its books of accounts. This firm will provide regular feedback and guidance, identifying any discrepancies or areas needing improvement and suggesting best practices to ensure compliance with GAAP and the accuracy of financial reporting. By implementing these measures, we aim to establish robust internal controls over the financial closing process, ensuring all necessary adjustments are recorded and reviewed in a timely manner. This comprehensive approach will mitigate the risk of material misstatements, enhance the reliability of financial statements, and demonstrate a commitment to transparency and accountability in financial management.
Audit adjustments and Oversight of Financial Reporting Process: Material Weakness. Criteria – In accordance with generally accepted accounting principles in the United States of America (GAAP) and best practices for nonprofit organizations, internal controls over financial reporting should be designed to ensure that transactions are recorded in the proper period and properly classified and that the closing process identifies any necessary adjustments. Condition – The closing processes did not identify material audit adjustments that were required to accurately reflect grants receivable and related grant/contribution revenue account, interest expense and related accrual, and depreciation expense. Context – Management is responsible for the recording, processing, summarizing, and review of accounting data (i.e., maintaining books and records) and for making necessary adjustments to those books and records before the audit and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Isuroon has limited staff with knowledge of GAAP standards and insufficient internal controls to analyze and review adjustments to reconcile to GAAP at year-end, and to keep the financial statements from being materially misstated. Effect – Errors in recording transactions to the proper period and general ledger accounts could result in a misstatement of the financial statements. Recommendation – We recommend that Isuroon management implements controls over the financial closing process to ensure all necessary adjustments at fiscal year-end are recorded and reviewed, so the financial statements are free from material misstatements. View of Responsible Officials and Corrective Action Plan – We agree that due to the turnover of finance staff and the lack of consistent leadership in the finance department, we realized the need for strong leadership for our finance team. Consequently, the recruitment of an experienced Finance Director is in process, who has extensive experience working with nonprofit organizations, the U.S. government, and the United Nations. This new hire will ensure the finance department has strong leadership with a deep understanding of GAAP standards and the complexities involved in nonprofit accounting. Additionally, existing staff members will receive comprehensive training on GAAP and other relevant financial procedures to ensure they have the necessary knowledge and skills to perform their duties accurately. This training will be ongoing to keep the staff updated on any changes in accounting standards and practices. Furthermore, Isuroon will engage a certified accounting firm to conduct monthly reviews of its books of accounts. This firm will provide regular feedback and guidance, identifying any discrepancies or areas needing improvement and suggesting best practices to ensure compliance with GAAP and the accuracy of financial reporting. By implementing these measures, we aim to establish robust internal controls over the financial closing process, ensuring all necessary adjustments are recorded and reviewed in a timely manner. This comprehensive approach will mitigate the risk of material misstatements, enhance the reliability of financial statements, and demonstrate a commitment to transparency and accountability in financial management.
Audit adjustments and Oversight of Financial Reporting Process: Material Weakness. Criteria – In accordance with generally accepted accounting principles in the United States of America (GAAP) and best practices for nonprofit organizations, internal controls over financial reporting should be designed to ensure that transactions are recorded in the proper period and properly classified and that the closing process identifies any necessary adjustments. Condition – The closing processes did not identify material audit adjustments that were required to accurately reflect grants receivable and related grant/contribution revenue account, interest expense and related accrual, and depreciation expense. Context – Management is responsible for the recording, processing, summarizing, and review of accounting data (i.e., maintaining books and records) and for making necessary adjustments to those books and records before the audit and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Isuroon has limited staff with knowledge of GAAP standards and insufficient internal controls to analyze and review adjustments to reconcile to GAAP at year-end, and to keep the financial statements from being materially misstated. Effect – Errors in recording transactions to the proper period and general ledger accounts could result in a misstatement of the financial statements. Recommendation – We recommend that Isuroon management implements controls over the financial closing process to ensure all necessary adjustments at fiscal year-end are recorded and reviewed, so the financial statements are free from material misstatements. View of Responsible Officials and Corrective Action Plan – We agree that due to the turnover of finance staff and the lack of consistent leadership in the finance department, we realized the need for strong leadership for our finance team. Consequently, the recruitment of an experienced Finance Director is in process, who has extensive experience working with nonprofit organizations, the U.S. government, and the United Nations. This new hire will ensure the finance department has strong leadership with a deep understanding of GAAP standards and the complexities involved in nonprofit accounting. Additionally, existing staff members will receive comprehensive training on GAAP and other relevant financial procedures to ensure they have the necessary knowledge and skills to perform their duties accurately. This training will be ongoing to keep the staff updated on any changes in accounting standards and practices. Furthermore, Isuroon will engage a certified accounting firm to conduct monthly reviews of its books of accounts. This firm will provide regular feedback and guidance, identifying any discrepancies or areas needing improvement and suggesting best practices to ensure compliance with GAAP and the accuracy of financial reporting. By implementing these measures, we aim to establish robust internal controls over the financial closing process, ensuring all necessary adjustments are recorded and reviewed in a timely manner. This comprehensive approach will mitigate the risk of material misstatements, enhance the reliability of financial statements, and demonstrate a commitment to transparency and accountability in financial management.
Oversight of Financial Reporting Process: Significant Deficiency. Criteria – Bank accounts should be reconciled monthly to general ledger. Condition – January through December 2022 bank reconciliation for one account was not reconciled until May 2024 during audit work. Context – Management is responsible for reviewing accounting data, and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Effect – Journal entries were not recorded timely. Therefore, Isuroon internal financial statements did not accurately reflect its financial position. Recommendation – We recommend that all bank accounts reconciled monthly to the general ledger and all suspicious reconciling items be promptly investigated and adjusted with adequate documentation. View of Responsible Officials and Corrective Action Plan – Isuroon acknowledges the impact of staff turnover and the critical need for strong leadership within the finance team. As outlined in our response to the first finding, we are actively recruiting an experienced Finance Director to provide leadership and expertise in internal control for nonprofit accounting. Additionally, comprehensive training on internal control, financial reporting and other relevant financial procedures will be provided to existing staff members. Furthermore, the engagement of a certified accounting firm to conduct monthly reviews of our financial records will ensure compliance with internal control procedures, providing feedback and guidance as needed. These measures are aimed at reinforcing internal controls, facilitating timely bank reconciliations, and demonstrating our unwavering commitment to transparency and accountability in financial management.
Oversight of Financial Reporting Process: Significant Deficiency. Criteria – Bank accounts should be reconciled monthly to general ledger. Condition – January through December 2022 bank reconciliation for one account was not reconciled until May 2024 during audit work. Context – Management is responsible for reviewing accounting data, and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Effect – Journal entries were not recorded timely. Therefore, Isuroon internal financial statements did not accurately reflect its financial position. Recommendation – We recommend that all bank accounts reconciled monthly to the general ledger and all suspicious reconciling items be promptly investigated and adjusted with adequate documentation. View of Responsible Officials and Corrective Action Plan – Isuroon acknowledges the impact of staff turnover and the critical need for strong leadership within the finance team. As outlined in our response to the first finding, we are actively recruiting an experienced Finance Director to provide leadership and expertise in internal control for nonprofit accounting. Additionally, comprehensive training on internal control, financial reporting and other relevant financial procedures will be provided to existing staff members. Furthermore, the engagement of a certified accounting firm to conduct monthly reviews of our financial records will ensure compliance with internal control procedures, providing feedback and guidance as needed. These measures are aimed at reinforcing internal controls, facilitating timely bank reconciliations, and demonstrating our unwavering commitment to transparency and accountability in financial management.
Oversight of Financial Reporting Process: Significant Deficiency. Criteria – Bank accounts should be reconciled monthly to general ledger. Condition – January through December 2022 bank reconciliation for one account was not reconciled until May 2024 during audit work. Context – Management is responsible for reviewing accounting data, and preparation of financial statements. Cause – During the year, Isuroon experienced turnover of key staff within the accounting unit. Effect – Journal entries were not recorded timely. Therefore, Isuroon internal financial statements did not accurately reflect its financial position. Recommendation – We recommend that all bank accounts reconciled monthly to the general ledger and all suspicious reconciling items be promptly investigated and adjusted with adequate documentation. View of Responsible Officials and Corrective Action Plan – Isuroon acknowledges the impact of staff turnover and the critical need for strong leadership within the finance team. As outlined in our response to the first finding, we are actively recruiting an experienced Finance Director to provide leadership and expertise in internal control for nonprofit accounting. Additionally, comprehensive training on internal control, financial reporting and other relevant financial procedures will be provided to existing staff members. Furthermore, the engagement of a certified accounting firm to conduct monthly reviews of our financial records will ensure compliance with internal control procedures, providing feedback and guidance as needed. These measures are aimed at reinforcing internal controls, facilitating timely bank reconciliations, and demonstrating our unwavering commitment to transparency and accountability in financial management.
Noncompliance with Laws and Regulations: Significant Deficiency. Criteria – Under 2 CFR 200.512, auditee must submit single audit data collection and reporting package to the Federal Audit Clearinghouse within the earlier of thirty (30) calendar days after the receipt of auditor’s report or nine months after the end of audit period. Condition – Accounting records were not complete and not readily available to schedule the audit. The single audit reporting package was submitted nine months after the September 30, 2023, due date. Context – Management is responsible for reviewing accounting data for making necessary adjustments, and preparation of financial statements for timely audit engagement and submission to the Federal Audit Clearinghouse. Cause – Experienced turnover of key staff within the accounting department and management lack of understanding of the extent of Single Audit. Recommendation – We recommend that Isuroon obtain appropriate experienced accounting staff, implement systems and procedures to ensure timely completion of the Single Audit and the submission of the reporting package to the Federal Clearinghouse. View of Responsible Officials and Corrective Action Plan – Isuroon acknowledges the audit finding and has taken proactive steps to implement a comprehensive corrective plan. The ongoing recruitment of an experienced finance director, as outlined, marks a crucial milestone in strengthening leadership and oversight within the finance department. This individual will bring invaluable expertise to ensure that accounting processes adhere to regulatory mandates, including those stipulated in 2 CFR 200.512. Furthermore, the engagement of a certified accounting firm for monthly reviews of the books of accounts underscores Isuroon's proactive approach to enhancing financial controls. This external oversight not only complements the efforts of the finance director but also provides an additional layer of assurance regarding the accuracy and completeness of accounting records throughout the fiscal year. Moreover, the CEO's commitment to closely monitor the accounting department and collaborate closely with the finance team, under the guidance of the new finance director, underscores Isuroon's dedication to timely reporting. The CEO's direct involvement will foster ongoing communication and cooperation, ensuring that periodic reports are promptly disseminated to donors, auditors, the board of directors, and all other relevant stakeholders. By leveraging these resources and fostering a culture of accountability and transparency, Isuroon is well-positioned to address the root causes of the audit findings and establish robust mechanisms for the timely submission of audit reporting packages in the future.
Special Tests and Provisions: Federal Agency: United States Small Business Administration (U.S. SBA).Program Name: Economic Injury Disaster Loan (EIDL). Federal Assistance Listing Number - 59.008. Criteria: U.S. SBA EIDL loan agreement requires that Isuroon must submit financial statements to SBA in such form that SBA may require not later than three (3) months after Isuroon’s fiscal year-end. Condition: During our audit, we noted that internal controls were not sufficient to ensure that financial statements are submitted, as they were never submitted to SBA as outlined in the loan agreement. Cause: Isuroon did not have the proper internal controls in place around loan management to ensure timely filing of its financial reports as part of compliance with the SBA regulations. Effect or Potential Effect: Without proper management of the Isuroon's SBA loan financial reporting requirements, Isuroon risks missing filing reports in their entirety, thus risking its SBA loan and may not be in compliance with the loan agreement. Recommendation – We recommend that Isuroon develop internal controls to ensure that all lenders’ filing requirements are identified and filings made in a timely manner. Additionally, Isuroon should file the required documentation with SBA as soon as feasible. View of Responsible Officials and Corrective Action Plan – To rectify the audit finding concerning the untimely submission of financial statements to the SBA as mandated by the EIDL agreement, Isuroon will prioritize the immediate filing of the required documentation with the SBA to mitigate any potential risks associated with non-compliance. This proactive approach will include a comprehensive review of all SBA filing requirements, enabling Isuroon to develop standardized procedures for prompt and accurate submissions. Additionally, Isuroon will establish robust internal controls tailored to manage obligations with all lenders, banks, and financial institutions, ensuring timely filing of financial reports in accordance with their respective agreements. By addressing these deficiencies and bolstering internal controls, Isuroon aims to safeguard its financial standing and uphold regulatory compliance across all loan agreements.