Audit 338530

FY End
2023-12-31
Total Expended
$14.01M
Findings
12
Programs
4
Year: 2023 Accepted: 2025-01-16

Organization Exclusion Status:

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Findings

ID Ref Severity Repeat Requirement
519520 2023-001 Material Weakness - P
519521 2023-001 Material Weakness - P
519522 2023-001 Material Weakness - P
519523 2023-002 Material Weakness Yes P
519524 2023-002 Material Weakness Yes P
519525 2023-002 Material Weakness Yes P
1095962 2023-001 Material Weakness - P
1095963 2023-001 Material Weakness - P
1095964 2023-001 Material Weakness - P
1095965 2023-002 Material Weakness Yes P
1095966 2023-002 Material Weakness Yes P
1095967 2023-002 Material Weakness Yes P

Programs

ALN Program Spent Major Findings
10.427 Rural Rental Assistance Payments $679,867 - 0
14.871 Section 8 Housing Choice Vouchers $636,522 - 0
10.415 Rural Rental Housing Loans $329,249 - 0
10.438 Section 538 Rural Rental Housing Guaranteed Loans $59,563 Yes 2

Contacts

Name Title Type
Z4SKW4PLUJT7 Shelby Garcia Auditee
5058210193 Bret Berry Auditor
No contacts on file

Notes to SEFA

Title: 1.       Basis of Presentation Accounting Policies: Expenditures reported 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: The Organization has not elected to use the 10-percent 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 the Organization under programs of the federal government for the year ended December 31, 2023. The information in the Schedule is presented in accordance with the requirements of the 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, changes in net assets, or cash flows of the Organization.
Title: 1.       Summary of Significant Accounting Policies Accounting Policies: Expenditures reported 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: The Organization has not elected to use the 10-percent de minimis indirect cost rate allowed under the Uniform Guidance. Expenditures reported 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.
Title: 1.       Indirect Cost Rate Accounting Policies: Expenditures reported 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: The Organization has not elected to use the 10-percent de minimis indirect cost rate allowed under the Uniform Guidance. The Organization has not elected to use the 10-percent de minimis indirect cost rate allowed under the Uniform Guidance.
Title: 1.       Outstanding Loan Balances Accounting Policies: Expenditures reported 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: The Organization has not elected to use the 10-percent de minimis indirect cost rate allowed under the Uniform Guidance. Loan and Loan Subsidy Programs as of December 31, 2023: Section 515 loans (ALN 10.415) $ 5,217,970 Section 538 loans (ALN 10.438) 6,317,929 $ 11,535,899 Loan Guarantee Programs as of December 31, 2023: Section 538 (90% Guaranteed – ALN 10.438) $ 549,000 $ 549,000

Finding Details

Improve Procedures over the Preparation of the Schedule of Expenditure of Federal Awards (Material Weakness) As part of our audit procedures, we audit the completeness and the accuracy of the Schedule of Expenditures of Federal Awards. Management is responsible for the preparation of the Schedule of Expenditures of Federal Awards in accordance with the requirements of the Uniform Guidance. This schedule is an integral component of the Organization’s reporting in accordance with the Uniform Guidance as it identifies total federal awards expended for each individual federal program and it serves as the primary basis for the auditor’s major program determination. During our audit, we became aware of evidence which indicated that in a prior year loans that had been thought to be forgiven by USDA were in fact repurchased by USDA. The debt should have been reflected on the Schedule of Expenditures of Federal Awards under the Section 538 program. The Schedule of Expenditures of Federal Awards was corrected during the audit; however, it appears the errors were made due to a lack of sufficient internal controls over the preparation of the Schedule of Expenditures of Federal Awards. Recommendation - We recommend that the Organization implement adequate procedures, including staff training and a formal review and verification process by supervisory personnel, as part of its annual process to prepare the Schedule of Expenditures of Federal Awards in order to ensure its accuracy. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future proper reporting of federal awards in the Schedule of Expenditures of Federal Awards. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Improve Procedures over the Preparation of the Schedule of Expenditure of Federal Awards (Material Weakness) As part of our audit procedures, we audit the completeness and the accuracy of the Schedule of Expenditures of Federal Awards. Management is responsible for the preparation of the Schedule of Expenditures of Federal Awards in accordance with the requirements of the Uniform Guidance. This schedule is an integral component of the Organization’s reporting in accordance with the Uniform Guidance as it identifies total federal awards expended for each individual federal program and it serves as the primary basis for the auditor’s major program determination. During our audit, we became aware of evidence which indicated that in a prior year loans that had been thought to be forgiven by USDA were in fact repurchased by USDA. The debt should have been reflected on the Schedule of Expenditures of Federal Awards under the Section 538 program. The Schedule of Expenditures of Federal Awards was corrected during the audit; however, it appears the errors were made due to a lack of sufficient internal controls over the preparation of the Schedule of Expenditures of Federal Awards. Recommendation - We recommend that the Organization implement adequate procedures, including staff training and a formal review and verification process by supervisory personnel, as part of its annual process to prepare the Schedule of Expenditures of Federal Awards in order to ensure its accuracy. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future proper reporting of federal awards in the Schedule of Expenditures of Federal Awards. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Improve Procedures over the Preparation of the Schedule of Expenditure of Federal Awards (Material Weakness) As part of our audit procedures, we audit the completeness and the accuracy of the Schedule of Expenditures of Federal Awards. Management is responsible for the preparation of the Schedule of Expenditures of Federal Awards in accordance with the requirements of the Uniform Guidance. This schedule is an integral component of the Organization’s reporting in accordance with the Uniform Guidance as it identifies total federal awards expended for each individual federal program and it serves as the primary basis for the auditor’s major program determination. During our audit, we became aware of evidence which indicated that in a prior year loans that had been thought to be forgiven by USDA were in fact repurchased by USDA. The debt should have been reflected on the Schedule of Expenditures of Federal Awards under the Section 538 program. The Schedule of Expenditures of Federal Awards was corrected during the audit; however, it appears the errors were made due to a lack of sufficient internal controls over the preparation of the Schedule of Expenditures of Federal Awards. Recommendation - We recommend that the Organization implement adequate procedures, including staff training and a formal review and verification process by supervisory personnel, as part of its annual process to prepare the Schedule of Expenditures of Federal Awards in order to ensure its accuracy. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future proper reporting of federal awards in the Schedule of Expenditures of Federal Awards. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Submission of Single Audit Reports (Material Weakness) (Repeat Finding 2022-001) Federal Agency: U.S. Department of Agriculture (“USDA”) Program Title: Section 538 Rural Rental Housing Loans Assistance Listing Number: 10.438 Federal Award Source: Direct Funding Pass-Through Entity: N/A Pass-Through Identifying Number: N/A 2023-002: Submission of Single Audit Reports (Material Weakness) (continued) Criteria – Section 200.512 of the Uniform Guidance states that the single audit shall be completed and the data collection form and reporting package shall be submitted within the earlier of 30 calendar days after receipt of the auditor’s report, or nine months after the end of the audit period. Condition and Context – The Organization did not complete its single audit and submit its data collection form and reporting package for the year ended December 31, 2023 by the required deadline. Cause and Effect - Due to a delay in the finalization of the Schedule of Expenditures of Federal Awards and the compiling of records and supporting documentation related to the financial statement audit and compliance audit, the Organization was late in completing its single audit and submitting its data collection form and reporting package to the Federal Audit Clearinghouse. Questioned Costs – None noted. Recommendation – We recommend that the Organization improve its financial reporting close process in order to complete its annual single audit and submit the data collection form and reporting package to the Federal Audit Clearinghouse by the required deadline. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future timely submission of our single audit reports. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Submission of Single Audit Reports (Material Weakness) (Repeat Finding 2022-001) Federal Agency: U.S. Department of Agriculture (“USDA”) Program Title: Section 538 Rural Rental Housing Loans Assistance Listing Number: 10.438 Federal Award Source: Direct Funding Pass-Through Entity: N/A Pass-Through Identifying Number: N/A 2023-002: Submission of Single Audit Reports (Material Weakness) (continued) Criteria – Section 200.512 of the Uniform Guidance states that the single audit shall be completed and the data collection form and reporting package shall be submitted within the earlier of 30 calendar days after receipt of the auditor’s report, or nine months after the end of the audit period. Condition and Context – The Organization did not complete its single audit and submit its data collection form and reporting package for the year ended December 31, 2023 by the required deadline. Cause and Effect - Due to a delay in the finalization of the Schedule of Expenditures of Federal Awards and the compiling of records and supporting documentation related to the financial statement audit and compliance audit, the Organization was late in completing its single audit and submitting its data collection form and reporting package to the Federal Audit Clearinghouse. Questioned Costs – None noted. Recommendation – We recommend that the Organization improve its financial reporting close process in order to complete its annual single audit and submit the data collection form and reporting package to the Federal Audit Clearinghouse by the required deadline. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future timely submission of our single audit reports. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Submission of Single Audit Reports (Material Weakness) (Repeat Finding 2022-001) Federal Agency: U.S. Department of Agriculture (“USDA”) Program Title: Section 538 Rural Rental Housing Loans Assistance Listing Number: 10.438 Federal Award Source: Direct Funding Pass-Through Entity: N/A Pass-Through Identifying Number: N/A 2023-002: Submission of Single Audit Reports (Material Weakness) (continued) Criteria – Section 200.512 of the Uniform Guidance states that the single audit shall be completed and the data collection form and reporting package shall be submitted within the earlier of 30 calendar days after receipt of the auditor’s report, or nine months after the end of the audit period. Condition and Context – The Organization did not complete its single audit and submit its data collection form and reporting package for the year ended December 31, 2023 by the required deadline. Cause and Effect - Due to a delay in the finalization of the Schedule of Expenditures of Federal Awards and the compiling of records and supporting documentation related to the financial statement audit and compliance audit, the Organization was late in completing its single audit and submitting its data collection form and reporting package to the Federal Audit Clearinghouse. Questioned Costs – None noted. Recommendation – We recommend that the Organization improve its financial reporting close process in order to complete its annual single audit and submit the data collection form and reporting package to the Federal Audit Clearinghouse by the required deadline. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future timely submission of our single audit reports. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Improve Procedures over the Preparation of the Schedule of Expenditure of Federal Awards (Material Weakness) As part of our audit procedures, we audit the completeness and the accuracy of the Schedule of Expenditures of Federal Awards. Management is responsible for the preparation of the Schedule of Expenditures of Federal Awards in accordance with the requirements of the Uniform Guidance. This schedule is an integral component of the Organization’s reporting in accordance with the Uniform Guidance as it identifies total federal awards expended for each individual federal program and it serves as the primary basis for the auditor’s major program determination. During our audit, we became aware of evidence which indicated that in a prior year loans that had been thought to be forgiven by USDA were in fact repurchased by USDA. The debt should have been reflected on the Schedule of Expenditures of Federal Awards under the Section 538 program. The Schedule of Expenditures of Federal Awards was corrected during the audit; however, it appears the errors were made due to a lack of sufficient internal controls over the preparation of the Schedule of Expenditures of Federal Awards. Recommendation - We recommend that the Organization implement adequate procedures, including staff training and a formal review and verification process by supervisory personnel, as part of its annual process to prepare the Schedule of Expenditures of Federal Awards in order to ensure its accuracy. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future proper reporting of federal awards in the Schedule of Expenditures of Federal Awards. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Improve Procedures over the Preparation of the Schedule of Expenditure of Federal Awards (Material Weakness) As part of our audit procedures, we audit the completeness and the accuracy of the Schedule of Expenditures of Federal Awards. Management is responsible for the preparation of the Schedule of Expenditures of Federal Awards in accordance with the requirements of the Uniform Guidance. This schedule is an integral component of the Organization’s reporting in accordance with the Uniform Guidance as it identifies total federal awards expended for each individual federal program and it serves as the primary basis for the auditor’s major program determination. During our audit, we became aware of evidence which indicated that in a prior year loans that had been thought to be forgiven by USDA were in fact repurchased by USDA. The debt should have been reflected on the Schedule of Expenditures of Federal Awards under the Section 538 program. The Schedule of Expenditures of Federal Awards was corrected during the audit; however, it appears the errors were made due to a lack of sufficient internal controls over the preparation of the Schedule of Expenditures of Federal Awards. Recommendation - We recommend that the Organization implement adequate procedures, including staff training and a formal review and verification process by supervisory personnel, as part of its annual process to prepare the Schedule of Expenditures of Federal Awards in order to ensure its accuracy. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future proper reporting of federal awards in the Schedule of Expenditures of Federal Awards. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Improve Procedures over the Preparation of the Schedule of Expenditure of Federal Awards (Material Weakness) As part of our audit procedures, we audit the completeness and the accuracy of the Schedule of Expenditures of Federal Awards. Management is responsible for the preparation of the Schedule of Expenditures of Federal Awards in accordance with the requirements of the Uniform Guidance. This schedule is an integral component of the Organization’s reporting in accordance with the Uniform Guidance as it identifies total federal awards expended for each individual federal program and it serves as the primary basis for the auditor’s major program determination. During our audit, we became aware of evidence which indicated that in a prior year loans that had been thought to be forgiven by USDA were in fact repurchased by USDA. The debt should have been reflected on the Schedule of Expenditures of Federal Awards under the Section 538 program. The Schedule of Expenditures of Federal Awards was corrected during the audit; however, it appears the errors were made due to a lack of sufficient internal controls over the preparation of the Schedule of Expenditures of Federal Awards. Recommendation - We recommend that the Organization implement adequate procedures, including staff training and a formal review and verification process by supervisory personnel, as part of its annual process to prepare the Schedule of Expenditures of Federal Awards in order to ensure its accuracy. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future proper reporting of federal awards in the Schedule of Expenditures of Federal Awards. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Submission of Single Audit Reports (Material Weakness) (Repeat Finding 2022-001) Federal Agency: U.S. Department of Agriculture (“USDA”) Program Title: Section 538 Rural Rental Housing Loans Assistance Listing Number: 10.438 Federal Award Source: Direct Funding Pass-Through Entity: N/A Pass-Through Identifying Number: N/A 2023-002: Submission of Single Audit Reports (Material Weakness) (continued) Criteria – Section 200.512 of the Uniform Guidance states that the single audit shall be completed and the data collection form and reporting package shall be submitted within the earlier of 30 calendar days after receipt of the auditor’s report, or nine months after the end of the audit period. Condition and Context – The Organization did not complete its single audit and submit its data collection form and reporting package for the year ended December 31, 2023 by the required deadline. Cause and Effect - Due to a delay in the finalization of the Schedule of Expenditures of Federal Awards and the compiling of records and supporting documentation related to the financial statement audit and compliance audit, the Organization was late in completing its single audit and submitting its data collection form and reporting package to the Federal Audit Clearinghouse. Questioned Costs – None noted. Recommendation – We recommend that the Organization improve its financial reporting close process in order to complete its annual single audit and submit the data collection form and reporting package to the Federal Audit Clearinghouse by the required deadline. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future timely submission of our single audit reports. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Submission of Single Audit Reports (Material Weakness) (Repeat Finding 2022-001) Federal Agency: U.S. Department of Agriculture (“USDA”) Program Title: Section 538 Rural Rental Housing Loans Assistance Listing Number: 10.438 Federal Award Source: Direct Funding Pass-Through Entity: N/A Pass-Through Identifying Number: N/A 2023-002: Submission of Single Audit Reports (Material Weakness) (continued) Criteria – Section 200.512 of the Uniform Guidance states that the single audit shall be completed and the data collection form and reporting package shall be submitted within the earlier of 30 calendar days after receipt of the auditor’s report, or nine months after the end of the audit period. Condition and Context – The Organization did not complete its single audit and submit its data collection form and reporting package for the year ended December 31, 2023 by the required deadline. Cause and Effect - Due to a delay in the finalization of the Schedule of Expenditures of Federal Awards and the compiling of records and supporting documentation related to the financial statement audit and compliance audit, the Organization was late in completing its single audit and submitting its data collection form and reporting package to the Federal Audit Clearinghouse. Questioned Costs – None noted. Recommendation – We recommend that the Organization improve its financial reporting close process in order to complete its annual single audit and submit the data collection form and reporting package to the Federal Audit Clearinghouse by the required deadline. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future timely submission of our single audit reports. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.
Submission of Single Audit Reports (Material Weakness) (Repeat Finding 2022-001) Federal Agency: U.S. Department of Agriculture (“USDA”) Program Title: Section 538 Rural Rental Housing Loans Assistance Listing Number: 10.438 Federal Award Source: Direct Funding Pass-Through Entity: N/A Pass-Through Identifying Number: N/A 2023-002: Submission of Single Audit Reports (Material Weakness) (continued) Criteria – Section 200.512 of the Uniform Guidance states that the single audit shall be completed and the data collection form and reporting package shall be submitted within the earlier of 30 calendar days after receipt of the auditor’s report, or nine months after the end of the audit period. Condition and Context – The Organization did not complete its single audit and submit its data collection form and reporting package for the year ended December 31, 2023 by the required deadline. Cause and Effect - Due to a delay in the finalization of the Schedule of Expenditures of Federal Awards and the compiling of records and supporting documentation related to the financial statement audit and compliance audit, the Organization was late in completing its single audit and submitting its data collection form and reporting package to the Federal Audit Clearinghouse. Questioned Costs – None noted. Recommendation – We recommend that the Organization improve its financial reporting close process in order to complete its annual single audit and submit the data collection form and reporting package to the Federal Audit Clearinghouse by the required deadline. View of Responsible Officials - We agree with the finding. We have implemented procedures to ensure future timely submission of our single audit reports. See our Corrective Action Plan for the fiscal year ended December 31, 2023 for additional detail.