Audit 359639

FY End
2022-06-30
Total Expended
$776,670
Findings
20
Programs
13
Organization: School District of Monticello (WI)
Year: 2022 Accepted: 2025-06-24

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
565980 2022-001 Material Weakness Yes P
565981 2022-002 Material Weakness Yes P
565982 2022-001 Material Weakness Yes P
565983 2022-002 Material Weakness Yes P
565984 2022-001 Material Weakness Yes P
565985 2022-002 Material Weakness Yes P
565986 2022-001 Material Weakness Yes P
565987 2022-002 Material Weakness Yes P
565988 2022-001 Material Weakness Yes P
565989 2022-002 Material Weakness Yes P
1142422 2022-001 Material Weakness Yes P
1142423 2022-002 Material Weakness Yes P
1142424 2022-001 Material Weakness Yes P
1142425 2022-002 Material Weakness Yes P
1142426 2022-001 Material Weakness Yes P
1142427 2022-002 Material Weakness Yes P
1142428 2022-001 Material Weakness Yes P
1142429 2022-002 Material Weakness Yes P
1142430 2022-001 Material Weakness Yes P
1142431 2022-002 Material Weakness Yes P

Contacts

Name Title Type
EJ3DL2KH3B31 Allen Brokopp Auditee
6089384194 Jay Bennett Auditor
No contacts on file

Notes to SEFA

Title: Reporting Entity Accounting Policies: The accounting records for the grant programs are maintained on the modified accrual basis of accounting. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in preparation of the financial statements. The information in these schedules 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) and the State Single Audit Guidelines. De Minimis Rate Used: N Rate Explanation: The District does not use an indirect cost rate. The accompanying schedules of expenditures of federal and state awards include the federal and state grant activity of the Monticello School District.
Title: Special Education and School Age Parents Program Accounting Policies: The accounting records for the grant programs are maintained on the modified accrual basis of accounting. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in preparation of the financial statements. The information in these schedules 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) and the State Single Audit Guidelines. De Minimis Rate Used: N Rate Explanation: The District does not use an indirect cost rate. 2021-2022 eligible costs under the State Special Education Program are $443,150. The 2022-2023 estimated special education aid is $119,651.
Title: Food Distribution Accounting Policies: The accounting records for the grant programs are maintained on the modified accrual basis of accounting. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in preparation of the financial statements. The information in these schedules 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) and the State Single Audit Guidelines. De Minimis Rate Used: N Rate Explanation: The District does not use an indirect cost rate. Nonmonetary assistance is reported in the schedule at the fair value of the commodities received and disbursed ($15,009).
Title: Medical Assitance Accounting Policies: The accounting records for the grant programs are maintained on the modified accrual basis of accounting. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in preparation of the financial statements. The information in these schedules 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) and the State Single Audit Guidelines. De Minimis Rate Used: N Rate Explanation: The District does not use an indirect cost rate. Expenditures presented for the Medicaid SBS Benefit represent only the federal funds for the program that the District receives from DHS. District records should be consulted to determine the total amount expended for this program.
Title: Subrecipients Accounting Policies: The accounting records for the grant programs are maintained on the modified accrual basis of accounting. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in preparation of the financial statements. The information in these schedules 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) and the State Single Audit Guidelines. De Minimis Rate Used: N Rate Explanation: The District does not use an indirect cost rate. No amounts were passed through to subrecipients.

Finding Details

Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.
Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.
Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.
Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.
Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.
Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.
Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.
Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.
Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.
Finding #2022-001 – Lack of Segregation of Duties Condition: The limited size of the District’s staff prevents the ideal separation of functions. The bookkeeper prints accounts payable checks, has access to the password to print electronic signatures and performs bank reconciliations. The bookkeeper also performed all payroll functions during the year. Effect: Because of the lack of segregation of duties, errors or irregularities could occur and not be detected on a timely basis. Cause: Limited number of personnel. Criteria: Internal controls should be in place that provides adequate segregation of duties. Recommendation: Procedures should be implemented segregating duties among different employees. Management should continue to maintain a working knowledge of matters relating to the District’s operations. Response: We agree with this finding but do not believe it is cost effective to increase the office staff in an attempt to bring about a more effective segregation of duties. The board reviews and approves all expenditures on a monthly basis prior to mailing accounts payable checks.
Finding #2022-002 – Material Audit Adjustments Condition: The District does not have management personnel with the necessary expertise to prepare the financial statements and related notes in accordance with generally accepted accounting principles. Due to limited resources, management has decided to accept certain risks relevant to financial reporting and relies on the auditors to assist with the preparation of the District’s financial statements, including the recording of material audit adjustments. During their audit procedures, the auditors proposed audit adjustments that, if not made, would have resulted in the financial statements being materially misstated. Effect: The District’s system of internal control may not prevent, detect, or correct misstatements in the financial statements. Cause: The District does not prepare the financial statements and related notes. Criteria: Proper financial closing and year-end reconciliation procedures should be in place to identify and adjust the financial records to ensure the financial statements are fairly stated. Recommendation: The auditor will continue to work with the District, providing information and training where needed, to make the District’s personnel more knowledgeable about its responsibility for the financial statements. The auditor recommends that the District review the various yearend processes and transactions necessary to close the financial records. Response: The District acknowledges their responsibility for the financial statements and recording of current year activity. Going forward, the District will work with its bookkeeper to verify that all activity is completely and accurately recorded in the financial records and reflected on the financial statements.