Audit 365082

FY End
2024-06-30
Total Expended
$1.12M
Findings
0
Programs
9
Organization: Capital Recovery Center (WA)
Year: 2024 Accepted: 2025-08-27

Organization Exclusion Status:

Checking exclusion status...

Findings

No findings recorded

Contacts

Name Title Type
DST8LM5UX2T1 Christie Goodrich Auditee
3603397925 Joe Michalski Auditor
No contacts on file

Notes to SEFA

Title: Nature of Activities Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. The Center is a nonprofit corporation providing avenues for its participants to pursue individualized recovery goals and to be engaged in their community through a peer-to-peer model of support. The Center also has programs that assist individuals with homelessness as well as individuals suffering from opiate use disorders
Title: Classification of Net Assets Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. The Center records contributions for accounting and reporting purposes based on the existence or absence of donor-imposed restrictions. Accordingly, net assets and changes therein are classified and reported as follows: Net Assets Without Donor Restrictions- Net Assets available for use in general operations and not subject to donor (or certain grantor) restrictions. Net Assets With Donor Restrictions - Net assets subject to donor imposed restrictions. Some donor-imposed restrictions are temporary in nature, such as those that will be met by the passage of time or other events specified by the donor. Other donor-imposed restrictions are perpetual in nature, where the donor stipulates those resources be maintained in perpetuity.
Title: Use of Estimates Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. The process of preparing financial statements in conformity with US generally accepted accounting principles requires the use of estimates and assumptions regarding certain types of assets, liabilities, revenues and expenses. Such estimates primarily relate to unsettled transactions and events as of the date of the financial statements. Accordingly, upon settlement, actual results may differ from estimated amounts.
Title: Cash and Equivalents Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. For purposes of the statements of cash flows, the Center considers all unrestricted highly liquid investments with an initial maturity of three months or less to be cash equivalents.
Title: Credit Concentration Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. Cash balances in banks as of June 30, 2024 and 2023, were $267,655 and $184,434 respectively. Federal depository insurance covers $250,000 per tax identification number. Uninsured balances at June 30, 2024 were $17,655
Title: Method of Estimating Allowances for Losses Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. Accounts receivable are evaluated monthly for collectability based on past credit history with customers and their current financial condition. Management determines accounts to be writted off when deemed uncollectible.
Title: PROPERTY AND EQUIPMENT Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. Property and equipment are carried at cost. Depreciation of property and equipment is provided utilizing the straight-line method over estimated useful lives of the assets. Depreciation expense charged to operations was $ 12,001 and $ 11,923 for the years ending June 30, 2024 and 2023. Expenditures for land, building, and equipment in excess of $1,000 with expected useful lives of more than one year are capitalized.
Title: ACCOUNTS RECEIVABLE Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. In 2024, Capital Recovery Center adopted ASU 2016-13, Measurement of Credit Losses on Financial Instruments (Topic 326), the amendments of which replace the incurred loss Impairment methodology under current U.S. GAAP with a methodology that reflects expected losses and requires consideration of a broader range of reasonable and supportable information to inform credit loss estimates. The Center adopted the ASU on July 1, 2023, without a significant impact on the financial statements and disclosures. Receivables are stated at unpaid balances, less an allowance for credit losses. The Center provides for losses on accounts receivable using the allowance method, The allowance is based on its review of current outstanding balances, historical collections, current economic conditions, and reasonable and supportable forecasts. Receivables are considered impaired if full principal payments are not received in accordance with the contractual terms. It is the Center's policy to charge off uncollectible accounts receivable when management determines the receivable will not be collected. As of June 30, 2024 and 2023, management has determined that no allowance for credit losses is considered necessary. Beginning accounts receivable for July 1, 2023, was $ 411,125.
Title: REVENUE RECOGNITION Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. The Center uses ASU No. 2014-09, "Revenue from Contracts with Customers" and the related amendments ("ASC 606" or "the new revenue standard") using the modified retrospective method. Revenue is recognized when control of the promised goods or services is transferred to the Agency's customers, in an amount that reflects consideration we expect to be entitled to in exchange for those good and services. The revenue is recognized net of discounts and refunds. Revenue is recognized using a five-step approach required by Accounting Standards Codification (ASC) Topic 606: Revenue from Contracts with Customers, as follows: • Identification of the contract with a customer. • Identification of the performance obligations in the contract. • Determination of transaction price to the performance obligations in the contract. • Allocation of the transaction price to the performance obligations in the contract. Revenue from contracts with customers consists primarily of client fees and patient services. Client fees and patient services are recognized in the period in which the services are provided. As of June 30, 2024 and 2023, contract assets were $ 450,893 and $ 388,730 respectively. Contributions/grants are recognized when the donor/grantor makes a promise to give to the Center, that is, in substance, unconditional. Contributions that are restricted by the donor/grantor are reported as increases in net assets without donor restrictions if the restrictions expire in the fiscal year in which the contributions/grants are recognized. All other donor-restricted contributions/grants are reported as increases in net assets with donor restrictions depending on the nature of the restrictions. When a restriction expires, net assets with donor restrictions are reclassified to net assets without donor restrictions. Donations of property and equipment are recorded as support at their estimated fair value. Such donations are reported as net assets without donor restrictions unless the donor has restricted the donated asset to a specific purpose or to be used for a specified period of time. Assets donated with explicit restrictions regarding their use and contributions of cash that must be used to acquire property and equipment are reported as restricted support. Absent donor stipulations regarding how long those donated assets must be maintained the Center reports expirations of donor restrictions when the donated or acquired assets are placed in service as instructed by the donor. The Center reclassifies to net assets without donor restrictions at that time. Rental income is recognized when earned. • Recognition of revenue, when, or as, performance obligations are satisfied. Performance Obligations and Significant Judgements - A performance obligation is a promise in a contract to transfer a distinct good or service to a customer. A contract's transaction price is allocated to each performance obligation identified in the arrangement based on the relative standalone price of each distinct good or service and recognized as revenue when, or as, the performance obligation is satisfied. If a distinct good or service does not have an observable standalone selling price, then the primary method used to estimate the standalone selling price is the adjusted market assessment approach, under which we evaluate the market and estimate a price that a customer would be willing to pay for the goods or services we provide.
Title: GIFTS IN KIND Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. In fiscal year 2023, Capital Clubhouse adopted ASU 2020-07, Presentation and Disclosure by Notfor- Profit Entities for Contributed Nonflnancial Assets. The guidance requires nonprofit entities to present contributed nonfinanclal assets as a separate line item in the statement of activities, apart from contributions of cash or other financial assets. The standard also increased the disclosure requirements around contributed nonfinancial assets, including disaggregating by category the types of contributed financial assets a nonprofit entity has received. Adoption of this standard did not have a material effect on the financial statements. Contributed Nonfinancial Assets Clothing, supplies and food Revenue Recognized $ 152,382 in FY24 $ 0 in FY23 Utilization in Programs/Activities Program Use Donor Restrictions No associated donor restrictions Valuation Techniques and Inputs Market Value of items received. 12
Title: INCOME TAX STATUS Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. The Center has qualified for tax exemption under Section 501(c)(3) of the Internal Revenue Code, and accordingly, no provision for income taxes has been recorded in the accompanying financial statements. The Center follows the provisions of "Accounting for Income Taxes" which clarify the accounting for uncertainty in income taxes recognized in an entity's financial statements. The provisions prescribe certain criteria for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. These provisions also provide guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. There were no unrecognized tax benefits at June 30, 2024.
Title: FUNCTIONAL ALLOCATION OF EXPENSES Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. Expenses are charged to the direct program services and supporting program services based on actual time and expense and on estimates made by the Center's management. This allocation of expenses has been summarized in the statement of activities and in the statement of functional expenses. All expenses of the Center have been allocated on this basis
Title: RESTRICTIONS ON NET ASSETS Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. Net assets with donor restrictions include grants received in which expenditures of the proceeds are designated for specific purposes, which amounted to $20,397 at June 30, 2024 and $25,108 at June 30,2023
Title: LEASES Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. Leases are required to recognize for all leases (with the exception of short-term leases) a lease liability, which is a lessee's obligation to make lease payments arising from a lease, measured on a discounted basis and a right-of-use ("ROU") asset, which is an asset that represents the lessee's right to use, or control the use of, a specified asset for the lease term. The Agency calculates operating and financing lease liabilities with a risk-free discount rate, using a comparable period with a lease term. All lease and non-lease components are combined for all leases. We include in the determination of the right-of-use assets and lease liabilities any renewal options when the options are reasonably certain to be exercised. We have elected the short-term lease exemption for all leases with a term of 12 months or less for both existing and ongoing operating leases to not recognize the asset and liability for these leases. Lease payments for short-term leases are recognized on straight-line basis.
Title: OPERATING LEASES Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. Under the terms of an agreement with 1000 Cherry Street, LLC, the Center entered an agreement to lease office space located at 1000 Cherry Street SE, Olympia, WA. The lease commenced in August 2020 at a monthly rental rate of $ 6,700 per month, to increase by 3% annually. The lease term is for 60 months, ending July 2025. The center has the option to extend the lease for two 3-year renewal periods. Under the terms of an agreement with Kelly Connect, the Center entered an agreement to lease copy equipment. The lease commenced in September 2020 at a monthly rental rate of $ 271 per month. The lease term is for 60 months, ending August 2025. Under the terms of an agreement with DM Belfair Investments, LLC, the Center entered an agreement to lease office space located at McLendon Place, 23554 State Route 3, Belfair, WA 98528. The lease commenced in February 2023 at a rental rate of $ 15/sf per year, to increase by 4% annually. The lease term is for 36 months, expiring January 2026. The center has the option to extend the lease for two 3-year renewal periods. Under the terms of an agreement with Miller Munroe Properties, LLC, the Center entered an agreement to lease commercial real estate located at 1011 10th Ave SE, Olympia, WA. The lease commenced in July 2020 at a monthly rental rate $ 6,592, to increase by 2.5% annually. The lease term was for 36 months, expiring June 2023. The Center exercised the option to renew the lease for a term of 36 months. Rent expense for the year ended June 30, 2024 and 2023, was $ 210,511 and $ 222,432. Minimum future rental payments under non-cancelable operating leases have remaining terms in excess of one year as of June 30, 2024, for each of the next five years and in the aggregate are: Year ended June 30, 2025 2026 2027 2028 2029 and thereafter Total minimum future rental payments Less interest Present value of lease payments $ 196,639 109,220 305,859 (19,603) 286.256
Title: OPERATING LEASES ROLLFORWARDS Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. ROU Asset Roll forwards Balance at beginning of year Lease expense amortization Additions Balance at end of year ROU Liability Roll forwards Balance at beginning of year Lease expense interest Payments Additions Balance at end of year $ 449,548 (163,292) $ 449,548 28,755 (192,047) 14
Title: FINANCING LEASES Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. Under the terms of an agreement with Kelly Connect, the Center entered an agreement to lease additional copy equipment. The lease commenced in December 2019 at a monthly rental rate of $ 446 per month. The lease term is for 60 months, expiring September 2025. The Center retains the right to purchase the copy equipment at fair value at lease expiration. Under the terms of an agreement with Kelly Connect, the Center entered an agreement to lease additional copy equipment. The lease commenced in November 2023 at a monthly rental rate of $ 1,034 per month. The lease term is for 60 months, expiring October 2028. The Center retains the right to purchase the copy equipment at fair value at lease expiration. Minimum future lease payments under non-cancellable financing leases with remaining terms in excess of one year as of June 30, 2024 for each of the next five years and in the aggregate are:
Title: SUBLEASE AGREEMENTS Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. The Center subleases approximately 1,200 square feet of the office space located at 1000 Cherry Street SE, Olympia, WA, as outlined in the terms of their lease agreement with 100 Cherry Street, LLC. The Center subleases this space at a monthly rental rate of $ 3,680 per month with lease terms that do not extend in excess of one year from the balance sheet date. The Center is currently engaged in a lease agreement with Thurston County, a municipal corporation, beginning September 2024 and ending February 2025.
Title: LIQUIDITY AND AVAILABILITY Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. The below reflects the Center's financial assets as of June 30, 2024 available for general expenditure, reduced by amounts that are not available for general use due to contractual or donor-imposed restrictions within one year of the statement of financial position date. Total available financial assets without donor or other restrictions limiting their use, within one year of the balance sheet date, comprise the following: Cash $ 244,464 Accounts Receivable 450,893 Total financial assets 695,357 Less those unavailable for general In addition to financial assets available to meet general expenditures over the next 12 months, the Agency operates with a balanced budget and anticipates collecting sufficient revenue to cover general expenditures. The Agency's primary funding sources are grants. As a result, the expenditures are budgeted based on funds available from grants. expenditures within one year, due to: Restricted by donor-imposed restrictions (20,397) (20,397) Total available financial assets $ 674,960
Title: SUBSEQUENT EVENTS Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. Management has evaluated subsequent events through July 16, 2025, which is the date in which the financial statements were available to be issued and noted the following:
Title: RESTATEMENT Accounting Policies: 1. 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 allowed or are limited to reimbursement. 2. Pass-through entity indentifying numbers are presented where available. 3. The Center has not elected to use the 10% de minimus cost rate. De Minimis Rate Used: N Rate Explanation: Auditee used a lower indirect cost rate. During our audit, we discovered an error in the financial statements of Capital Recovery Center that was reported previously as of June 30, 2023, which was corrected and restated. In fiscal year 2023, the calculation of one of the operating right of use assets and liabilities incorrectly included the price per square foot for the entire building rather than the actual square footage the Center leased. This resulted in the net right of use asset and the right of use liability both being overstated by approximately $ 245,000 and the net loss being overstated by approximately $ 17,000. This has been corrected and the comparative 2023 statements.