Audit 325559

FY End
2024-06-30
Total Expended
$939,577
Findings
12
Programs
1
Organization: New Visions Housing Corporation (CA)
Year: 2024 Accepted: 2024-10-22

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
503432 2024-001 Material Weakness Yes AB
503433 2024-002 Material Weakness Yes L
503434 2024-003 Significant Deficiency Yes A
503435 2024-001 Material Weakness Yes AB
503436 2024-002 Material Weakness Yes L
503437 2024-003 Significant Deficiency Yes A
1079874 2024-001 Material Weakness Yes AB
1079875 2024-002 Material Weakness Yes L
1079876 2024-003 Significant Deficiency Yes A
1079877 2024-001 Material Weakness Yes AB
1079878 2024-002 Material Weakness Yes L
1079879 2024-003 Significant Deficiency Yes A

Programs

ALN Program Spent Major Findings
14.181 Supportive Housing for Persons with Disabilities $61,384 Yes 3

Contacts

Name Title Type
PENJD8Z2A219 Bonnie Schlachte Auditee
8187081740 John Eusanio Auditor
No contacts on file

Notes to SEFA

Title: 1. Basis of presentation: Accounting Policies: 2. Summary of significant accounting policies: Expenditures on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: 4. Indirect cost rate: The Organization has elected not to use the 10% de minimis indirect cost rate allowed under the Uniform Guidance. The accompanying schedule of expenditures of federal awards (the "Schedule") includes the federal award activity of New Visions Housing Corporation (the "Organization") under programs of the federal government for the year ended June 30, 2024. The information in this 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 the Organization, it is not intended to and does not present the financial position, change in net deficit, or cash flows of the Organization.
Title: 3. U.S. Department of Housing and Urban Development Capital Advance Program: Accounting Policies: 2. Summary of significant accounting policies: Expenditures on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: 4. Indirect cost rate: The Organization has elected not to use the 10% de minimis indirect cost rate allowed under the Uniform Guidance. The Organization has received funding under the U.S. Department of Housing and Urban Development ("HUD") Supportive Housing for Persons with Disabilities (Section 811) Capital Advance Program ("CAP") and Supportive Housing for Persons with Disabilities (Section 811) Project Rental Assistance Contract ("PRAC"), Federal Assistance Listing Number 14.181. The determination of the Supportive Housing for Persons with Disabilities (Section 811) as a Type A ("major") federal financial assistance program is based upon both the balance of the HUD CAP and the HUD PRAC payments received under Section 811 during the period as HUD considers both elements the same program because they fall under the same Federal Assistance Listing Number. The loan balance outstanding at the beginning of the year is included in the federal expenditures presented in the Schedule. The Organization received no additional loans during the year. The balance of the CAP outstanding at June 30, 2024, consisted of the following: Federal Assistance Listing Number Program Name Outstanding Balance - June 30, 2024 14.181 Supportive Housing for Persons with Disabilities (Section 811) $878,193

Finding Details

Finding No. 2024-001: Cash Disbursements and Classifications (Material Weakness) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Allowable costs, Activities allowed or unallowed Statement of condition During the year ended June 30, 2024, the Organization: did not properly classify certain expenditures between expense accounts; did not properly record prepaid expenses; and did not accurately record gross potential rent, vacancy, and due to and from affiliates. Criteria Management should review expenditures for accurate expense account classification and review revenue classifications to the appropriate revenue account recording to ensure proper financial and HUD reporting. Cause Review procedures were not sufficient to ensure expenditures were recorded in accurate expense accounts and properly recorded as prepaid, and that revenue was recorded in the appropriate revenue account and in the appropriate amounts. Effect Inaccurate expenses, improperly recorded prepaid expenses, and revenue over or understatement could result in improper financial and HUD reporting. Recommendation Management should implement an additional period-end review to ensure proper classification, proper recording of prepaid expenses, and accurate recording of revenue, due to and from affiliates, and receivables. Identification of repeat finding The finding is a repeat of Finding No. 2023-002. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-002: Financial Reporting (Material Weakness) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Reporting Statement of condition The lack of appropriate policies, procedures, and internal processes led to inaccurate recording of depreciation, accounts payable and accrued expenses, expenses, and cash, and late filing of required reporting. Certain information technology controls and procedures were not documented, properly designed, or followed appropriately, including, but not limited to: segregation of administrative user roles from the accounting function, user access review, removal of terminated users, complementary user entity controls assessment, backup restoration testing, penetration testing, and cybersecurity awareness training. Criteria The Organization is required to have internal controls and procedures in place in order to timely and accurately report the results of its operations, close its books, and timely file its reports with the applicable federal agencies. These procedures include documenting of levels of review, reconciling accounting records at month-end and year-end close, and maintaining a well-documented, designed, and applied information technology environment. Cause Management did not have sufficient internal controls in place to accurately and timely report the results of the Organization's operations and maintenance and maintain the information technology environment. Effect Insufficient controls, late closing and reconciliation of accounting records, and insufficiently maintained information technology environment could result in accounting errors and theft. A lack of controls over financial reporting can result in untimely filing of required reports or incomplete filings with the regulatory and oversight entities. Recommendation We recommend that management re-evaluate its internal controls, policies and procedures to ensure an appropriate member of management is in place to review the year-end and month-end close processes, as well as journal entries, reconciliations, and other accounting records. Management should appoint an individual to be responsible for the Organization's financial statements and reporting obligations. Management evaluate its controls and procedures over the information technology environment to ensure they are properly documented, designed, and followed, including but not limited to: ensuring segregation of administrative user roles from the accounting function, performing a regular review of user access, ensuring terminated users are removed from all systems and software, performing an assessment of complementary user entity controls for relevant software vendors, performing backup restoration tests and penetration tests, and providing cybersecurity awareness training. Identification of repeat finding The finding is a repeat of Finding No. 2023-003. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-003: Timely Work Order Address (Significant Deficiency) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Activities allowed or unallowed Statement of condition During the year ended June 30, 2024, management was unable to provide supporting documentation regarding timely completion of 27 of 80 work orders selected. Criteria HUD projects are required to complete work orders timely. Cause The Organization did not have sufficient controls in place to ensure the timely completion of work orders as required by HUD. Effect Significant repairs could be delayed and repairs could be falsified or duplicated. Recommendation Management should continue to review and enhance its internal controls and procedures over work orders to ensure they are completed on a timely basis. Identification of repeat finding The finding is a repeat of Finding No. 2023-004. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-001: Cash Disbursements and Classifications (Material Weakness) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Allowable costs, Activities allowed or unallowed Statement of condition During the year ended June 30, 2024, the Organization: did not properly classify certain expenditures between expense accounts; did not properly record prepaid expenses; and did not accurately record gross potential rent, vacancy, and due to and from affiliates. Criteria Management should review expenditures for accurate expense account classification and review revenue classifications to the appropriate revenue account recording to ensure proper financial and HUD reporting. Cause Review procedures were not sufficient to ensure expenditures were recorded in accurate expense accounts and properly recorded as prepaid, and that revenue was recorded in the appropriate revenue account and in the appropriate amounts. Effect Inaccurate expenses, improperly recorded prepaid expenses, and revenue over or understatement could result in improper financial and HUD reporting. Recommendation Management should implement an additional period-end review to ensure proper classification, proper recording of prepaid expenses, and accurate recording of revenue, due to and from affiliates, and receivables. Identification of repeat finding The finding is a repeat of Finding No. 2023-002. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-002: Financial Reporting (Material Weakness) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Reporting Statement of condition The lack of appropriate policies, procedures, and internal processes led to inaccurate recording of depreciation, accounts payable and accrued expenses, expenses, and cash, and late filing of required reporting. Certain information technology controls and procedures were not documented, properly designed, or followed appropriately, including, but not limited to: segregation of administrative user roles from the accounting function, user access review, removal of terminated users, complementary user entity controls assessment, backup restoration testing, penetration testing, and cybersecurity awareness training. Criteria The Organization is required to have internal controls and procedures in place in order to timely and accurately report the results of its operations, close its books, and timely file its reports with the applicable federal agencies. These procedures include documenting of levels of review, reconciling accounting records at month-end and year-end close, and maintaining a well-documented, designed, and applied information technology environment. Cause Management did not have sufficient internal controls in place to accurately and timely report the results of the Organization's operations and maintenance and maintain the information technology environment. Effect Insufficient controls, late closing and reconciliation of accounting records, and insufficiently maintained information technology environment could result in accounting errors and theft. A lack of controls over financial reporting can result in untimely filing of required reports or incomplete filings with the regulatory and oversight entities. Recommendation We recommend that management re-evaluate its internal controls, policies and procedures to ensure an appropriate member of management is in place to review the year-end and month-end close processes, as well as journal entries, reconciliations, and other accounting records. Management should appoint an individual to be responsible for the Organization's financial statements and reporting obligations. Management evaluate its controls and procedures over the information technology environment to ensure they are properly documented, designed, and followed, including but not limited to: ensuring segregation of administrative user roles from the accounting function, performing a regular review of user access, ensuring terminated users are removed from all systems and software, performing an assessment of complementary user entity controls for relevant software vendors, performing backup restoration tests and penetration tests, and providing cybersecurity awareness training. Identification of repeat finding The finding is a repeat of Finding No. 2023-003. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-003: Timely Work Order Address (Significant Deficiency) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Activities allowed or unallowed Statement of condition During the year ended June 30, 2024, management was unable to provide supporting documentation regarding timely completion of 27 of 80 work orders selected. Criteria HUD projects are required to complete work orders timely. Cause The Organization did not have sufficient controls in place to ensure the timely completion of work orders as required by HUD. Effect Significant repairs could be delayed and repairs could be falsified or duplicated. Recommendation Management should continue to review and enhance its internal controls and procedures over work orders to ensure they are completed on a timely basis. Identification of repeat finding The finding is a repeat of Finding No. 2023-004. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-001: Cash Disbursements and Classifications (Material Weakness) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Allowable costs, Activities allowed or unallowed Statement of condition During the year ended June 30, 2024, the Organization: did not properly classify certain expenditures between expense accounts; did not properly record prepaid expenses; and did not accurately record gross potential rent, vacancy, and due to and from affiliates. Criteria Management should review expenditures for accurate expense account classification and review revenue classifications to the appropriate revenue account recording to ensure proper financial and HUD reporting. Cause Review procedures were not sufficient to ensure expenditures were recorded in accurate expense accounts and properly recorded as prepaid, and that revenue was recorded in the appropriate revenue account and in the appropriate amounts. Effect Inaccurate expenses, improperly recorded prepaid expenses, and revenue over or understatement could result in improper financial and HUD reporting. Recommendation Management should implement an additional period-end review to ensure proper classification, proper recording of prepaid expenses, and accurate recording of revenue, due to and from affiliates, and receivables. Identification of repeat finding The finding is a repeat of Finding No. 2023-002. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-002: Financial Reporting (Material Weakness) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Reporting Statement of condition The lack of appropriate policies, procedures, and internal processes led to inaccurate recording of depreciation, accounts payable and accrued expenses, expenses, and cash, and late filing of required reporting. Certain information technology controls and procedures were not documented, properly designed, or followed appropriately, including, but not limited to: segregation of administrative user roles from the accounting function, user access review, removal of terminated users, complementary user entity controls assessment, backup restoration testing, penetration testing, and cybersecurity awareness training. Criteria The Organization is required to have internal controls and procedures in place in order to timely and accurately report the results of its operations, close its books, and timely file its reports with the applicable federal agencies. These procedures include documenting of levels of review, reconciling accounting records at month-end and year-end close, and maintaining a well-documented, designed, and applied information technology environment. Cause Management did not have sufficient internal controls in place to accurately and timely report the results of the Organization's operations and maintenance and maintain the information technology environment. Effect Insufficient controls, late closing and reconciliation of accounting records, and insufficiently maintained information technology environment could result in accounting errors and theft. A lack of controls over financial reporting can result in untimely filing of required reports or incomplete filings with the regulatory and oversight entities. Recommendation We recommend that management re-evaluate its internal controls, policies and procedures to ensure an appropriate member of management is in place to review the year-end and month-end close processes, as well as journal entries, reconciliations, and other accounting records. Management should appoint an individual to be responsible for the Organization's financial statements and reporting obligations. Management evaluate its controls and procedures over the information technology environment to ensure they are properly documented, designed, and followed, including but not limited to: ensuring segregation of administrative user roles from the accounting function, performing a regular review of user access, ensuring terminated users are removed from all systems and software, performing an assessment of complementary user entity controls for relevant software vendors, performing backup restoration tests and penetration tests, and providing cybersecurity awareness training. Identification of repeat finding The finding is a repeat of Finding No. 2023-003. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-003: Timely Work Order Address (Significant Deficiency) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Activities allowed or unallowed Statement of condition During the year ended June 30, 2024, management was unable to provide supporting documentation regarding timely completion of 27 of 80 work orders selected. Criteria HUD projects are required to complete work orders timely. Cause The Organization did not have sufficient controls in place to ensure the timely completion of work orders as required by HUD. Effect Significant repairs could be delayed and repairs could be falsified or duplicated. Recommendation Management should continue to review and enhance its internal controls and procedures over work orders to ensure they are completed on a timely basis. Identification of repeat finding The finding is a repeat of Finding No. 2023-004. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-001: Cash Disbursements and Classifications (Material Weakness) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Allowable costs, Activities allowed or unallowed Statement of condition During the year ended June 30, 2024, the Organization: did not properly classify certain expenditures between expense accounts; did not properly record prepaid expenses; and did not accurately record gross potential rent, vacancy, and due to and from affiliates. Criteria Management should review expenditures for accurate expense account classification and review revenue classifications to the appropriate revenue account recording to ensure proper financial and HUD reporting. Cause Review procedures were not sufficient to ensure expenditures were recorded in accurate expense accounts and properly recorded as prepaid, and that revenue was recorded in the appropriate revenue account and in the appropriate amounts. Effect Inaccurate expenses, improperly recorded prepaid expenses, and revenue over or understatement could result in improper financial and HUD reporting. Recommendation Management should implement an additional period-end review to ensure proper classification, proper recording of prepaid expenses, and accurate recording of revenue, due to and from affiliates, and receivables. Identification of repeat finding The finding is a repeat of Finding No. 2023-002. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-002: Financial Reporting (Material Weakness) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Reporting Statement of condition The lack of appropriate policies, procedures, and internal processes led to inaccurate recording of depreciation, accounts payable and accrued expenses, expenses, and cash, and late filing of required reporting. Certain information technology controls and procedures were not documented, properly designed, or followed appropriately, including, but not limited to: segregation of administrative user roles from the accounting function, user access review, removal of terminated users, complementary user entity controls assessment, backup restoration testing, penetration testing, and cybersecurity awareness training. Criteria The Organization is required to have internal controls and procedures in place in order to timely and accurately report the results of its operations, close its books, and timely file its reports with the applicable federal agencies. These procedures include documenting of levels of review, reconciling accounting records at month-end and year-end close, and maintaining a well-documented, designed, and applied information technology environment. Cause Management did not have sufficient internal controls in place to accurately and timely report the results of the Organization's operations and maintenance and maintain the information technology environment. Effect Insufficient controls, late closing and reconciliation of accounting records, and insufficiently maintained information technology environment could result in accounting errors and theft. A lack of controls over financial reporting can result in untimely filing of required reports or incomplete filings with the regulatory and oversight entities. Recommendation We recommend that management re-evaluate its internal controls, policies and procedures to ensure an appropriate member of management is in place to review the year-end and month-end close processes, as well as journal entries, reconciliations, and other accounting records. Management should appoint an individual to be responsible for the Organization's financial statements and reporting obligations. Management evaluate its controls and procedures over the information technology environment to ensure they are properly documented, designed, and followed, including but not limited to: ensuring segregation of administrative user roles from the accounting function, performing a regular review of user access, ensuring terminated users are removed from all systems and software, performing an assessment of complementary user entity controls for relevant software vendors, performing backup restoration tests and penetration tests, and providing cybersecurity awareness training. Identification of repeat finding The finding is a repeat of Finding No. 2023-003. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process
Finding No. 2024-003: Timely Work Order Address (Significant Deficiency) Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Supportive Housing for Persons with Disabilities (Section 811) Federal Assistance Listing Number: 14.181 Compliance Requirement: Activities allowed or unallowed Statement of condition During the year ended June 30, 2024, management was unable to provide supporting documentation regarding timely completion of 27 of 80 work orders selected. Criteria HUD projects are required to complete work orders timely. Cause The Organization did not have sufficient controls in place to ensure the timely completion of work orders as required by HUD. Effect Significant repairs could be delayed and repairs could be falsified or duplicated. Recommendation Management should continue to review and enhance its internal controls and procedures over work orders to ensure they are completed on a timely basis. Identification of repeat finding The finding is a repeat of Finding No. 2023-004. Auditor non-compliance code S - Internal control deficiencies Questioned costs None Finding resolution status In process