Audit 343628

FY End
2024-06-30
Total Expended
$187.92M
Findings
4
Programs
56
Organization: Loma Linda University (CA)
Year: 2024 Accepted: 2025-02-24

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
524392 2024-001 Material Weakness - AB
524393 2024-002 Material Weakness - L
1100834 2024-001 Material Weakness - AB
1100835 2024-002 Material Weakness - L

Programs

ALN Program Spent Major Findings
84.268 Federal Direct Student Loans $130.83M Yes 0
93.342 Health Professions Student Loans, Including Primary Care Loans/loans for Disadvantaged Students $23.08M Yes 0
93.364 Nursing Student Loans $7.44M Yes 0
84.063 Federal Pell Grant Program $1.98M Yes 0
93.837 Cardiovascular Diseases Research $1.92M Yes 0
84.033 Federal Work-Study Program $1.64M Yes 0
93.516 Public Health Training Centers Program $1.34M Yes 0
93.884 Primary Care Training and Enhancement $1.12M Yes 0
11.028 Connecting Minority Communities Pilot Program $1.09M Yes 2
93.279 Drug Abuse and Addiction Research Programs $1.04M Yes 0
93.732 Mental and Behavioral Health Education and Training Grants $1.03M - 0
93.838 Lung Diseases Research $926,873 Yes 0
93.213 Research and Training in Complementary and Integrative Health $860,896 Yes 0
93.686 Ending the Hiv Epidemic: A Plan for America — Ryan White Hiv/aids Program Parts A and B $705,612 - 0
93.157 Centers of Excellence $690,688 - 0
84.038 Federal Perkins Loan Program $670,950 Yes 0
93.925 Scholarships for Health Professions Students From Disadvantaged Backgrounds $659,006 Yes 0
93.351 Research Infrastructure Programs $584,586 Yes 0
93.394 Cancer Detection and Diagnosis Research $559,744 Yes 0
93.191 Graduate Psychology Education $457,571 - 0
43.003 Exploration $384,349 Yes 0
93.117 Preventive Medicine Residency $373,863 - 0
93.059 Training in General, Pediatric, and Public Health Dentistry $257,359 - 0
93.393 Cancer Cause and Prevention Research $235,202 Yes 0
93.866 Aging Research $229,620 Yes 0
93.924 Ryan White Hiv/aids Dental Reimbursements $227,925 - 0
93.242 Mental Health Research Grants $202,053 Yes 0
93.155 Rural Health Research Centers $136,618 - 0
84.007 Federal Supplemental Educational Opportunity Grants $122,800 Yes 0
93.989 International Research and Research Training $119,647 Yes 0
93.264 Nurse Faculty Loan Program (nflp) $116,045 Yes 0
14.506 General Research and Technology Activity $113,803 Yes 0
93.247 Advanced Education Nursing Grant Program $92,273 - 0
93.121 Oral Diseases and Disorders Research $85,829 Yes 0
93.530 Teaching Health Center Graduate Medical Education Payment $83,979 - 0
93.859 Biomedical Research and Research Training $69,259 Yes 0
93.398 Cancer Research Manpower $68,962 Yes 0
93.889 National Bioterrorism Hospital Preparedness Program $64,366 Yes 0
93.867 Vision Research $60,525 Yes 0
10.001 Agricultural Research Basic and Applied Research $54,589 Yes 0
93.853 Extramural Research Programs in the Neurosciences and Neurological Disorders $42,099 Yes 0
93.307 Minority Health and Health Disparities Research $37,930 Yes 0
93.110 Maternal and Child Health Federal Consolidated Programs $25,161 Yes 0
81.RD Flash X-Ray Radiography (fxr) Accelerator Experiments and Dosimetry $20,591 Yes 0
93.243 Substance Abuse and Mental Health Services Projects of Regional and National Significance $20,052 - 0
93.145 Aids Education and Training Grants $17,997 Yes 0
93.RD Pediatric Trial Network $17,449 Yes 0
93.310 Trans-Nih Research Support $16,790 Yes 0
93.847 Diabetes, Digestive, and Kidney Diseases Extramural Research $15,821 Yes 0
15.645 Marine Turtle Conservation Fund $11,556 Yes 0
93.865 Child Health and Human Development Extramural Research $5,980 Yes 0
93.286 Discovery and Applied Research for Technological Innovations to Improve Human Health $4,717 Yes 0
93.395 Cancer Treatment Research $4,126 Yes 0
43.007 Space Operations $3,816 Yes 0
93.399 Cancer Control $3,500 Yes 0
93.397 Cancer Centers Support Grants $892 Yes 0

Contacts

Name Title Type
SZAKFNU35ZX5 Andrew Ray Auditee
9096514878 Scott Enos Auditor
No contacts on file

Notes to SEFA

Title: 1. Summary of Significant Accounting Policies Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards (SEFA) includes the federal grant activity of Loma Linda University and is presented on the accrual basis of accounting. The information in the SEFA 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 Requirement for Federal Awards (Uniform Guidance). The SEFA does not include payments received under the traditional Medicare and Medicaid reimbursement programs, as these programs are outside the scope of the Uniform Guidance. There were no donated goods and personal protective equipment received from federal sources that required recognition or disclosure in the notes to the SEFA. De Minimis Rate Used: N Rate Explanation: Loma Linda University uses their negotiated indirect cost rate or the rate in the grant agreement. Basis of Accounting: The accompanying Schedule of Expenditures of Federal Awards (SEFA) includes the federal grant activity of Loma Linda University and is presented on the accrual basis of accounting. The information in the SEFA 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 Requirement for Federal Awards (Uniform Guidance). The SEFA does not include payments received under the traditional Medicare and Medicaid reimbursement programs, as these programs are outside the scope of the Uniform Guidance. There were no donated goods and personal protective equipment received from federal sources that required recognition or disclosure in the notes to the SEFA.
Title: 2. Indirect Costs Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards (SEFA) includes the federal grant activity of Loma Linda University and is presented on the accrual basis of accounting. The information in the SEFA 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 Requirement for Federal Awards (Uniform Guidance). The SEFA does not include payments received under the traditional Medicare and Medicaid reimbursement programs, as these programs are outside the scope of the Uniform Guidance. There were no donated goods and personal protective equipment received from federal sources that required recognition or disclosure in the notes to the SEFA. De Minimis Rate Used: N Rate Explanation: Loma Linda University uses their negotiated indirect cost rate or the rate in the grant agreement. Loma Linda University does not use the 10 percent de minimis indirect cost rate provided for in the Uniform Guidance.
Title: 3. Federal Student Loan Programs Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards (SEFA) includes the federal grant activity of Loma Linda University and is presented on the accrual basis of accounting. The information in the SEFA 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 Requirement for Federal Awards (Uniform Guidance). The SEFA does not include payments received under the traditional Medicare and Medicaid reimbursement programs, as these programs are outside the scope of the Uniform Guidance. There were no donated goods and personal protective equipment received from federal sources that required recognition or disclosure in the notes to the SEFA. De Minimis Rate Used: N Rate Explanation: Loma Linda University uses their negotiated indirect cost rate or the rate in the grant agreement. The federal student loan programs listed subsequently are administered directly by Loma Linda University and balances and transactions relating to these programs are included in Loma Linda University’s combined financial statements. The outstanding loan balances at July 1, 2023, and the loans awarded for the fiscal year ended June 30, 2024, are considered current year federal expenditures. These amounts are reported in the SEFA. The balance of loans outstanding at June 30, 2024, consists of: See the Notes to the SEFA for table. During the fiscal year ended June 30, 2024, Loma Linda University processed $130,830,745 of new loans under the Federal Direct Student Loans program (Assistance Listing Number 84.268). Since these loan programs are administered by outside financial institutions, new loans made in the fiscal year ended June 30, 2024, relating to these programs are considered current year federal expenditures, whereas the outstanding loan balances are not. The new loans made in the fiscal year ended June 30, 2024, are reported in the SEFA. The calculation for Federal Direct Student Loans awarded during the fiscal year takes the total disbursements made during the fiscal year including loan activity posted outside the current fiscal year that is related to the current fiscal year. Time period for the subsequent period reviewed was based on Loma Linda University’s accounting policy. This methodology is utilized to capture loan activity pertaining to the current fiscal year.
Title: 4. Assistance Listing Numbers Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards (SEFA) includes the federal grant activity of Loma Linda University and is presented on the accrual basis of accounting. The information in the SEFA 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 Requirement for Federal Awards (Uniform Guidance). The SEFA does not include payments received under the traditional Medicare and Medicaid reimbursement programs, as these programs are outside the scope of the Uniform Guidance. There were no donated goods and personal protective equipment received from federal sources that required recognition or disclosure in the notes to the SEFA. De Minimis Rate Used: N Rate Explanation: Loma Linda University uses their negotiated indirect cost rate or the rate in the grant agreement. Research and Development programs included in the SEFA are presented by federal agency. Pass-through awards have been presented by pass-through entity, Assistance Listing Number, and sponsor’s award number, when available. In accordance with instruction distributed by the Federal Audit Clearinghouse, when Assistance Listing Numbers are not available, the federal awards are presented by agency and the suffix “U” followed by a two-digit number (e.g., U01, U02, etc.) for the federal identification numbers. If the federal program is part of the research and development cluster and the Assistance Listing Number is unknown, the federal awards are presented by agency and the suffix “RD” in the Assistance Listing three-digit extension field.

Finding Details

Finding 2024-001: Internal control deficiency and noncompliance over Activities Allowed or Unallowed and Allowable Costs/Cost Principles related to payroll expenditures. Identification of the federal program: Assistance Listing Number 11.028 • Connecting Minority Communities Pilot Program • U.S. Department of Commerce • Federal award identification number: 06-09-C13050 • Federal award year: January 15, 2023 through January 14, 2025 Criteria or specific requirement (including statutory, regulatory or other citation): Title 2, Subtitle A, Chapter II, Part 200, Subpart D, 200.303 – Internal controls. The recipient and subrecipient must: (a) Establish, document, and maintain effective internal control over the Federal award that provides reasonable assurance that the recipient or subrecipient is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should align with the guidance in “Standards for Internal Control in the Federal Government” issued by the Comptroller General of the United States or the “Internal Control-Integrated Framework” issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). Title 2, Subtitle A, Chapter II, Part 200, Subpart E, 200.400 – Policy guide. The application of these cost principles is based on the fundamental premises that: (b) The recipient and subrecipient are responsible for administering Federal funds in a manner consistent with Federal statutes, regulations, and the terms and conditions of the Federal award. Title 2, Subtitle A, Chapter II, Part 200, Subpart E, 200.403 – Factors affecting allowability of costs. Except where otherwise authorized by statute, costs must meet the following criteria to be allowable under Federal awards: (d) Be accorded consistent treatment. For example, a cost must not be assigned to a Federal award as a direct cost if any other cost incurred for the same purpose in like circumstances has been allocated to the Federal award as an indirect cost. (e) Be adequately documented. Condition: During our testing over the Activities Allowed or Unallowed and Allowable Costs/Cost Principles compliance requirement, we observed management did not have effective internal controls in place to ensure salaries, fringe benefits, and indirect costs were correctly allocated to the Federal award. Cause: Management did not have effective internal controls in place over the compliance requirement as stated in the criteria or specific requirement section above. Effect or potential effect: Management overstated the salaries, fringe benefits, and indirect costs that was charged and reimbursed from the grantor. Without effective internal controls, other overstatements of salaries, fringe benefits, and indirect costs could occur in the future. Questioned costs: $23,159: • Assistance Listing Number 11.028 • Federal Award Identification Number – 06-09-C13050 Questioned costs were computed by taking the difference between the salaries, fringe benefits, and indirect costs charged and reimbursed by the grantor in the amount of $150,695 and the calculated salaries, fringe benefits, and indirect costs for each employee taking the employee’s hourly rate multiplied by the hours worked and time and effort percentage and fringe benefit percentage and indirect cost percentage in the amount of $127,536. Context: During our testing over Activities Allowed or Unallowed and Allowable Costs/Cost Principles, we obtained a listing of 31 salaries and fringe benefits expenditures and selected a sample of 5. The total value of the 5 salaries and fringe benefits expenditures was $107,639 with the associated indirect costs expenditures was $43,056 out of the total population of $539,696. The hourly rate used to calculate salaries for each employee included the fringe benefit percentage which was also applied to the calculated salaries which resulted in an overstatement of salaries, fringe benefits, and indirect costs. Identification as a repeat finding, if applicable: No. Recommendation: We recommend management refund the questioned costs to the grantor and develop and implement effective internal controls to ensure salaries, fringe benefits, and indirect costs were correctly allocated to the Federal award. Views of responsible officials: Management has adjusted for the incorrect allocation with the grantor (i.e., refunded the questioned costs) and will implement an additional review control of the allocation and final calculation of salaries, fringe benefits, and indirect costs.
Finding 2024-002: Internal control deficiency and noncompliance over Reporting related to performance reports. Identification of the federal program: Assistance Listing Number 11.028 • Connecting Minority Communities Pilot Program • U.S. Department of Commerce • Federal award identification number: 06-09-C13050 • Federal award year: January 15, 2023 through January 14, 2025 Criteria or specific requirement (including statutory, regulatory or other citation): Title 2, Subtitle A, Chapter II, Part 200, Subpart D, 200.303 – Internal controls. The recipient and subrecipient must: (a) Establish, document, and maintain effective internal control over the Federal award that provides reasonable assurance that the recipient or subrecipient is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should align with the guidance in “Standards for Internal Control in the Federal Government” issued by the Comptroller General of the United States or the “Internal Control-Integrated Framework” issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). The terms and conditions of the Federal award requires the following: Pursuant to 47 C.F.R. 302.9(b)(1), each award recipient will be required to submit a technical progress report on a semi-annual and annual basis for the periods ending March 31 and September 30 of each year. Semi-annual performance reports will be due within 30 days after the end of the reporting period. Technical progress reports shall contain information as prescribed in 2 C.F.R. § 200.329 and Department of Commerce Financial Assistance Standard Terms and Conditions dated November 12, 2020, Section A.01. Condition: During our testing over the Reporting compliance requirement, we observed management did not have effective internal controls in place to ensure performance reports were submitted by the deadline and completed correctly. Cause: Management did not have effective internal controls in place over the compliance requirement as stated in the criteria or specific requirement section above. Effect or potential effect: Management did not submit the required performance reports by the deadline and certain key line items were not completed correctly. Without effective internal controls, other reports could be submitted after the deadline and/or completed incorrectly in the future. Questioned costs: None. Context: During our testing over Reporting, we obtained a listing of two performance reports and tested both performance reports. We observed the following: • Management did not submit the required performance reports by the deadline. The entity is required to submit a semi-annual performance report with deadlines of April 30 and October 30 of each year. We observed all reports were submitted after the deadline. • The April 30, 2024 performance report key line items related to the budgeted amounts were from the original financial assistance award signed on January 11, 2023 versus the amendment to the financial assistance award signed on June 29, 2023. • The April 30, 2024 performance report key line items related to the personnel and fringe benefits costs were calculated entirely based on the latest fringe benefit rate of 44% versus using the prior year rate of 35% for the time period in effect which resulted in a misclassification between personnel and fringe benefits costs of $6,054. Identification as a repeat finding, if applicable: No. Recommendation: We recommend that management develop and implement effective internal controls to ensure performance reports were submitted by the deadline and completed correctly. Views of responsible officials: Management will meet with the Principal Investigator and provide additional training emphasizing the importance of timely submission and accuracy of grant documentation and reports. In addition, management will monitor submission deadlines and follow-up with the Principal Investigator to ensure timely filing.
Finding 2024-001: Internal control deficiency and noncompliance over Activities Allowed or Unallowed and Allowable Costs/Cost Principles related to payroll expenditures. Identification of the federal program: Assistance Listing Number 11.028 • Connecting Minority Communities Pilot Program • U.S. Department of Commerce • Federal award identification number: 06-09-C13050 • Federal award year: January 15, 2023 through January 14, 2025 Criteria or specific requirement (including statutory, regulatory or other citation): Title 2, Subtitle A, Chapter II, Part 200, Subpart D, 200.303 – Internal controls. The recipient and subrecipient must: (a) Establish, document, and maintain effective internal control over the Federal award that provides reasonable assurance that the recipient or subrecipient is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should align with the guidance in “Standards for Internal Control in the Federal Government” issued by the Comptroller General of the United States or the “Internal Control-Integrated Framework” issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). Title 2, Subtitle A, Chapter II, Part 200, Subpart E, 200.400 – Policy guide. The application of these cost principles is based on the fundamental premises that: (b) The recipient and subrecipient are responsible for administering Federal funds in a manner consistent with Federal statutes, regulations, and the terms and conditions of the Federal award. Title 2, Subtitle A, Chapter II, Part 200, Subpart E, 200.403 – Factors affecting allowability of costs. Except where otherwise authorized by statute, costs must meet the following criteria to be allowable under Federal awards: (d) Be accorded consistent treatment. For example, a cost must not be assigned to a Federal award as a direct cost if any other cost incurred for the same purpose in like circumstances has been allocated to the Federal award as an indirect cost. (e) Be adequately documented. Condition: During our testing over the Activities Allowed or Unallowed and Allowable Costs/Cost Principles compliance requirement, we observed management did not have effective internal controls in place to ensure salaries, fringe benefits, and indirect costs were correctly allocated to the Federal award. Cause: Management did not have effective internal controls in place over the compliance requirement as stated in the criteria or specific requirement section above. Effect or potential effect: Management overstated the salaries, fringe benefits, and indirect costs that was charged and reimbursed from the grantor. Without effective internal controls, other overstatements of salaries, fringe benefits, and indirect costs could occur in the future. Questioned costs: $23,159: • Assistance Listing Number 11.028 • Federal Award Identification Number – 06-09-C13050 Questioned costs were computed by taking the difference between the salaries, fringe benefits, and indirect costs charged and reimbursed by the grantor in the amount of $150,695 and the calculated salaries, fringe benefits, and indirect costs for each employee taking the employee’s hourly rate multiplied by the hours worked and time and effort percentage and fringe benefit percentage and indirect cost percentage in the amount of $127,536. Context: During our testing over Activities Allowed or Unallowed and Allowable Costs/Cost Principles, we obtained a listing of 31 salaries and fringe benefits expenditures and selected a sample of 5. The total value of the 5 salaries and fringe benefits expenditures was $107,639 with the associated indirect costs expenditures was $43,056 out of the total population of $539,696. The hourly rate used to calculate salaries for each employee included the fringe benefit percentage which was also applied to the calculated salaries which resulted in an overstatement of salaries, fringe benefits, and indirect costs. Identification as a repeat finding, if applicable: No. Recommendation: We recommend management refund the questioned costs to the grantor and develop and implement effective internal controls to ensure salaries, fringe benefits, and indirect costs were correctly allocated to the Federal award. Views of responsible officials: Management has adjusted for the incorrect allocation with the grantor (i.e., refunded the questioned costs) and will implement an additional review control of the allocation and final calculation of salaries, fringe benefits, and indirect costs.
Finding 2024-002: Internal control deficiency and noncompliance over Reporting related to performance reports. Identification of the federal program: Assistance Listing Number 11.028 • Connecting Minority Communities Pilot Program • U.S. Department of Commerce • Federal award identification number: 06-09-C13050 • Federal award year: January 15, 2023 through January 14, 2025 Criteria or specific requirement (including statutory, regulatory or other citation): Title 2, Subtitle A, Chapter II, Part 200, Subpart D, 200.303 – Internal controls. The recipient and subrecipient must: (a) Establish, document, and maintain effective internal control over the Federal award that provides reasonable assurance that the recipient or subrecipient is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should align with the guidance in “Standards for Internal Control in the Federal Government” issued by the Comptroller General of the United States or the “Internal Control-Integrated Framework” issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). The terms and conditions of the Federal award requires the following: Pursuant to 47 C.F.R. 302.9(b)(1), each award recipient will be required to submit a technical progress report on a semi-annual and annual basis for the periods ending March 31 and September 30 of each year. Semi-annual performance reports will be due within 30 days after the end of the reporting period. Technical progress reports shall contain information as prescribed in 2 C.F.R. § 200.329 and Department of Commerce Financial Assistance Standard Terms and Conditions dated November 12, 2020, Section A.01. Condition: During our testing over the Reporting compliance requirement, we observed management did not have effective internal controls in place to ensure performance reports were submitted by the deadline and completed correctly. Cause: Management did not have effective internal controls in place over the compliance requirement as stated in the criteria or specific requirement section above. Effect or potential effect: Management did not submit the required performance reports by the deadline and certain key line items were not completed correctly. Without effective internal controls, other reports could be submitted after the deadline and/or completed incorrectly in the future. Questioned costs: None. Context: During our testing over Reporting, we obtained a listing of two performance reports and tested both performance reports. We observed the following: • Management did not submit the required performance reports by the deadline. The entity is required to submit a semi-annual performance report with deadlines of April 30 and October 30 of each year. We observed all reports were submitted after the deadline. • The April 30, 2024 performance report key line items related to the budgeted amounts were from the original financial assistance award signed on January 11, 2023 versus the amendment to the financial assistance award signed on June 29, 2023. • The April 30, 2024 performance report key line items related to the personnel and fringe benefits costs were calculated entirely based on the latest fringe benefit rate of 44% versus using the prior year rate of 35% for the time period in effect which resulted in a misclassification between personnel and fringe benefits costs of $6,054. Identification as a repeat finding, if applicable: No. Recommendation: We recommend that management develop and implement effective internal controls to ensure performance reports were submitted by the deadline and completed correctly. Views of responsible officials: Management will meet with the Principal Investigator and provide additional training emphasizing the importance of timely submission and accuracy of grant documentation and reports. In addition, management will monitor submission deadlines and follow-up with the Principal Investigator to ensure timely filing.