Audit 362739

FY End
2023-09-30
Total Expended
$5.07M
Findings
10
Programs
5
Organization: Helena Indian Alliance (MT)
Year: 2023 Accepted: 2025-07-22
Auditor: Jccs PC

Organization Exclusion Status:

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Findings

ID Ref Severity Repeat Requirement
571729 2023-001 Material Weakness Yes P
571730 2023-002 Significant Deficiency - P
571731 2023-003 Significant Deficiency - P
571732 2023-004 Significant Deficiency - L
571733 2023-005 Material Weakness - P
1148171 2023-001 Material Weakness Yes P
1148172 2023-002 Significant Deficiency - P
1148173 2023-003 Significant Deficiency - P
1148174 2023-004 Significant Deficiency - L
1148175 2023-005 Material Weakness - P

Contacts

Name Title Type
JDJAPEVA1HS6 Todd Wilson Auditee
4064429244 Tiffany Stemple Auditor
No contacts on file

Notes to SEFA

Accounting Policies: The accounting policies used to prepare the Schedule of Expenditures of Federal Awards are based on the accrual basis of accounting in accordance with U.S. generally accepted accounting principles, except the reported Federal expenditures include purchases of fixed assets, which are capitalized as assets and not reported as expenses in the financial statements. The information included in this schedule is presented in accordance with the requirements of the Uniform Guidance and OMB Circular A-122, Cost Principles for Non-profit Organizations. Some amounts may differ from amounts presented in, or used in the preparation of, the basic financial statements. Reported Federal expenditures include only expenditures paid with Federal funds or reportable program income. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate.

Finding Details

Finding 2023-001: Year-End Close and Review - Condition and Criteria: Under GAAP, expenses and related liabilities should be recorded in the period in which they are incurred, regardless of when the invoice is received or paid. During our audit procedures over year-end accounts payable, we identified $416,492 in invoices related to the fiscal year ended September 30, 2023 that were not recorded until the subsequent fiscal year. This resulted in a material understatement of liabilities and fixed assets as of year-end.
Finding 2023-002: Federal Expenditures Reported Under Incorrect Assistance Listing Number (ALN) - Condition and Criteria: The SEFA must accurately identify all federal awards expended during the year, including the correct Assistance Listing Number (ALN) for each program. Our review of the SEFA for the year ended September 30, 2023, identified misclassifications in ALNs and reported expenditures that exceeded actual revenue received for several programs.
Finding 2023-003: Overstatement of Gross Revenue and Contractual Allowances in the General Ledger - Condition and Criteria: GAAP require that revenue and related deductions such as contractual allowances be recorded accurately and supported by underlying records. During our testing of patient service revenue, we noted that both gross revenue and contractual allowances were overstated in the general ledger. Although the net patient service revenue was ultimately stated correctly, the individual components were not accurately supported by the billing or patient accounting system.
Finding 2023-004: Late Submission of the Single Audit Reporting Package to the Federal Audit Clearinghouse - Condition and Criteria: The audit for the current year ended September 30, 2023 was not submitted to the Federal Audit Clearinghouse within the statutory deadline of the earlier of nine months after the end of the fiscal year or thirty days after the date of the auditors' report. Internal controls should be in place to provide reasonable assurance that accounting records and information pertaining to the audit process are finalized and made available to allow adequate time to complete the audit prior to the statutory deadline.
Finding 2023-005: Restricted Net Assets Restatement - Condition and Criteria: The Organization must maintain accurate records and internal controls to ensure that financial statements are free of material misstatement, including the proper classification of net assets. During the audit, material adjustments were required to correct restricted net assets for prior years. The adjustments were necessary due to contributions and/or grant funds that had been incorrectly classified as unrestricted rather than donor-restricted. This misstatement resulted in a material errors in previously issued financial statements.
Finding 2023-001: Year-End Close and Review - Condition and Criteria: Under GAAP, expenses and related liabilities should be recorded in the period in which they are incurred, regardless of when the invoice is received or paid. During our audit procedures over year-end accounts payable, we identified $416,492 in invoices related to the fiscal year ended September 30, 2023 that were not recorded until the subsequent fiscal year. This resulted in a material understatement of liabilities and fixed assets as of year-end.
Finding 2023-002: Federal Expenditures Reported Under Incorrect Assistance Listing Number (ALN) - Condition and Criteria: The SEFA must accurately identify all federal awards expended during the year, including the correct Assistance Listing Number (ALN) for each program. Our review of the SEFA for the year ended September 30, 2023, identified misclassifications in ALNs and reported expenditures that exceeded actual revenue received for several programs.
Finding 2023-003: Overstatement of Gross Revenue and Contractual Allowances in the General Ledger - Condition and Criteria: GAAP require that revenue and related deductions such as contractual allowances be recorded accurately and supported by underlying records. During our testing of patient service revenue, we noted that both gross revenue and contractual allowances were overstated in the general ledger. Although the net patient service revenue was ultimately stated correctly, the individual components were not accurately supported by the billing or patient accounting system.
Finding 2023-004: Late Submission of the Single Audit Reporting Package to the Federal Audit Clearinghouse - Condition and Criteria: The audit for the current year ended September 30, 2023 was not submitted to the Federal Audit Clearinghouse within the statutory deadline of the earlier of nine months after the end of the fiscal year or thirty days after the date of the auditors' report. Internal controls should be in place to provide reasonable assurance that accounting records and information pertaining to the audit process are finalized and made available to allow adequate time to complete the audit prior to the statutory deadline.
Finding 2023-005: Restricted Net Assets Restatement - Condition and Criteria: The Organization must maintain accurate records and internal controls to ensure that financial statements are free of material misstatement, including the proper classification of net assets. During the audit, material adjustments were required to correct restricted net assets for prior years. The adjustments were necessary due to contributions and/or grant funds that had been incorrectly classified as unrestricted rather than donor-restricted. This misstatement resulted in a material errors in previously issued financial statements.