Audit 366005

FY End
2023-12-31
Total Expended
$11.13M
Findings
10
Programs
2
Year: 2023 Accepted: 2025-09-10

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
576097 2023-001 Material Weakness - P
576098 2023-002 Material Weakness - P
576099 2023-003 Significant Deficiency - L
576100 2023-004 Material Weakness - N
576101 2023-005 Material Weakness - B
1152539 2023-001 Material Weakness - P
1152540 2023-002 Material Weakness - P
1152541 2023-003 Significant Deficiency - L
1152542 2023-004 Material Weakness - N
1152543 2023-005 Material Weakness - B

Programs

ALN Program Spent Major Findings
10.569 Emergency Food Assistance Program (food Commodities) $10.15M Yes 1
10.568 Emergency Food Assistance Program (administrative Costs) $979,411 Yes 4

Contacts

Name Title Type
KCE1QFLKJ515 Betsaida Pantoja Auditee
7874228882 Lyhonel J Gonzalez Hernandez Auditor
No contacts on file

Notes to SEFA

Title: Note -1 GENERAL Accounting Policies: The schedule was prepared following the accrual basis of accounting, De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate since all costs are charged directly to the federal awards. The accompanying schedule of expenditures of Federal Awards presents the expenditures of the year ended December 31, 2023, of all the federal assisted programs of the Organization.
Title: Note 2 - ACCOUNTING BASIS Accounting Policies: The schedule was prepared following the accrual basis of accounting, De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate since all costs are charged directly to the federal awards. The schedule was prepared following the accrual basis of accounting, which is further explained in Note 1 of the financial statements of the Organization
Title: NOTE 3 – MAJOR PROGRAMS Accounting Policies: The schedule was prepared following the accrual basis of accounting, De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate since all costs are charged directly to the federal awards. The OMB Compliance Supplement requires the auditor to use a risk-based approach to determine major programs. The OMB also provides an exemption to this approach on the first year of implementation of the circular and when there is a change in auditors. The auditors went through the required procedures of the risk-based approach to select the Organization’s major programs for the year ended December 31, 2023.
Title: Note 4 - Funds to Subreciepients Accounting Policies: The schedule was prepared following the accrual basis of accounting, De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate since all costs are charged directly to the federal awards. The Credit Union did not disburse funds to subrecipients for the year ended December 31, 2023.
Title: NOTE 5 - DE MINIMIS INDIRECT COST RATE Accounting Policies: The schedule was prepared following the accrual basis of accounting, De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate since all costs are charged directly to the federal awards. The Organization did not elect to use the 10% de minimis indirect cost rate
Title: NOTE 6 – RECONCILIATION OF RESTRICTED EXPENSES BETWEEN FEDERAL AND STATE AWARDS Accounting Policies: The schedule was prepared following the accrual basis of accounting, De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate since all costs are charged directly to the federal awards. The Organization incurred restricted program services expenses related to both federal and state awards during the year ended December 31, 2023. These expenses are reflected in the Statement of Activities, Functional Expenses, and Changes in Net Assets. The reconciliation is as follow

Finding Details

Section II – Financial Statements Findings Finding No. 2023-001 Material Weakness on Internal Controls over Financial Reporting Requirements Inaccurate and Incomplete Accounting Records Criteria 20 CFR 200.510 requires auditees to prepare financial statements that reflect its financial position, results of operations and changes in net assets for the fiscal year audited. Also, the accounting system established should be designed to reflect or provide complete and clear information related to the agency's financial results of operations. It should also provide accurate reports that act as a basis for the preparation and support of the budget needs and for the control and proper monitoring of the budget. 29 CFR, Part 97, Subpart C, Section 97.20 "Standards for financial management systems", establishes the following: (a) A State must expand and account for grant funds in accordance with State laws and procedures for expending and accounting for its own funds. Fiscal control and accounting procedures of the State, as well as its sub-grantees and cost-type contractors, must be sufficient to (1) Permit preparation of reports required by this part and the statutes authorizing the grant, and (2) Permit the tracing of funds to a level of expenditures adequate to establish that such funds have not been used in violation of the restrictions and prohibitions of applicable statutes; (b) The financial management systems of other grantees and sub-grantees must meet the following standards: (1) Financial reporting. Accurate, current, and complete disclosure of the financial results of financially assisted activities must be made in accordance with the financial reporting requirements of the grant or sub-grant; (2) Accounting records. Statement of Condition The entity has no established policies and procedures to ensure that financial statements are prepared with accurate and reliable information on a timely basis. No adequate and timely recording procedures are performed in the general ledger accounts. The accounting records were not properly closed, and significant adjustments were made to the general ledger accounts. The financial information is not reviewed, analyzed and reconciled on a monthly basis by management. Management provided an incomplete and inaccurate trial balance resulting in several audit adjustments. The significant audit adjustments were as follows; 1. Understatement of deferred revenue in the amount of $2.5 million. 2. Adjustment of inventory by $875 thousand. 3. Liability to an agency not recognized in the amount of $220 thousand. 4. Overstatement of accounts receivable by $481 thousand. 24 Section II – Financial Statements Findings (Continued) We can conclude that these situations represent a systemic material weakness in the accounting records that increase the risks that errors may occur and not be detected in a timely manner. The adjustments were made to the audited financial statements presented on this report. Cause of Condition Management did not perform an accounting closing analysis to assure that all transactions and adjusting entries are recognized in the financial statements. Lack of adequate accounting procedures for reconciliation and analysis of the financial transactions recorded during the year. Effect of Condition The entity may not be able to detect errors or irregularities on a timely basis. Financial statements may not present its financial position and results for operations. Recommendation The Organization should establish policies and procedures to perform monthly preparation of its financial statements with complete and accurate information. The adjustments and analysis of accounts should be improved to obtain financial statements on time for the decision-making process. Management should analyze the balances and transactions periodically throughout the year to accelerate the accounts analysis and effectively monitor and perform the year-end closing process. Management Response Management concurs with the findings. The closing process will be improved to perform detailed reviews of the closing process and to obtain reliable and complete general ledger. Responsible Officials Mr. Marcos Rivera CEO
Section II – Financial Statements Findings (Continued) Finding No. 2023-002 Type of Finding: Material Weakness on Internal Controls over Financial Reporting Requirements Deficiencies in Physical Inventory and Documentation for TEFAP Criteria In accordance with federal program specific requirements, accurate and complete records must be maintained with respect to the receipt, distribution/use, and inventory of USDA Foods, including end products processed from USDA Foods in TEFAP. Failure to maintain records required by 7 CFR section 250.19 is considered prima facie evidence of improper distribution or loss of USDA Foods, and the agency processor or entity is liable for the value of the food or replacement of the food in kind (7 CFR sections 250.16 and 250.19(a)). Failure to maintain records required by 7 CFR section 250.19 is considered prima facie evidence of improper distribution or loss of USDA Foods, and the agency processor or entity is liable for the value of the food or replacement of the food in kind (7 CFR sections 250.16 and 250.19(a)). Statement of Condition During the audit process, we found that physical inventory was not presented for our review, and we were unable to obtain alternate supporting documentation to perform audit procedures or to perform analytical procedures or ascertain the validity of the required annual physical inventory. This causes inventory presented in financial statement date were not audited. Also, management did not present evidence of the uses/distribution of USDA Foods. Cause of Condition Management did not comply with the physical inventory at year end or maintained supporting documents for those procedures to validate the amount presented for inventory its financial statements. Effect of Condition The overall effect is that complete and accurate financial information is not available to support a significant amount of its financial statements. Recommendation Management should ensure that the physical inventory is taken at the year end, compare and reconcile such amount to the financial statements, make the corresponding adjustments and corrections to present complete and accurate information of its financial statements. Also, supporting documentation for the uses/distribution of inventory should be maintained. 26 Section II – Financial Statements Findings (Continued) Management Response Management concurs with the findings. We will establish procedures to take and document a physical annual inventory and to maintain support for inventory distributions. Responsible Officials Mr. Marcos Rivera CEO
Section III - Major Federal Award Program Findings and Questioned Costs Finding No. 2023-003 Federal Agency: United States Department of Agriculture Federal Program Title and ALN: All Federal Programs Compliance Requirement: Reporting (Single Audit Report) Type of Finding: Significant Deficiency (SD) and Instance of Noncompliance (NC) Criteria The Uniform Guidance 2 CFR Section 200.512(a) requires the audit to be completed, and the reporting package and data collection form be submitted to the Federal Audit Clearinghouse (“FAC”) within the earlier of 30-day after the receipt of the auditor’s reports or nine months after the end of the audit period. Statement of Condition The Data Collection Form and the Reporting Package for the year ended December 31, 2023, was not timely submitted to the federal government. The Data Collection Form and the Reporting Package must be submitted by the auditee within the earlier of 30-day after the receipt of the auditor’s reports or nine (9) months after the end of the audit period, unless a longer period is agreed to in advance by the cognizant or oversight agency for audit. No extension from the cognizant or oversight agency was noted. Cause of Condition The Organization has not been able to provide the necessary information for the preparation of the single audit report on a timely basis in order to complete its reporting requirement for the fiscal year ended on December 31, 2023. Effect of Condition The Organization is not complying with the reporting requirements set forth by federal regulations, which could affect the future of its federal grants. Recommendation The Organization should adopt policies and procedures to ensure that the annual audit is performed and submitted in a timely manner. 28 Section III - Major Federal Award Program Findings and Questioned Costs (Continued) Management Response Management concurs with the findings. External auditors were contracted to update the financial statements for 2023, 2024 and 2025 is in process to prepare the single audit report in a timely manner. Responsible Officials Mr. Marcos Rivera CEO
Finding No. 2023-004 Federal Agency: United States Department of Agriculture Compliance Requirement: Special Tests and Provisions Type of Finding: Material Weakness in Internal Control (MW). Instance of Noncompliance (NC) Criteria Refer to finding 2023-002 Statement of Condition Physical Inventory for TEFAP (The Emergency Food Administration Program) As discussed in Finding 2023-002, the Organization has several deficiencies regarding internal control about inventory of foods, lack of perform physical inventory as required by federal program and alternate procedures were not applied to validate the inventory at year end. Also, records are not in place to document or support the distribution of foods, as required by the federal program. We were unable to determine question costs due the fact that we were unable to test the transactions for distribution of foods for its compliance. Cause of Condition Refer to finding 2023-02 Effect of Condition Refer to finding 2023-02 Recommendation Refer to finding 2023-002 Questioned Costs Undetermined questioned costs. Management Response Management concurs with the findings. The closing process will be improved; physical inventory will be taking and improvements for documentation will be made. Responsible official Mr. Marcos Rivera CEO
Finding No. 2023-005 Federal Agency: United States Department of Agriculture Compliance Requirement: Allowable Cost Type of Finding: Material Weakness in Internal Control (MW). Instance of Noncompliance (NC) Unallowable Costs Criteria Article 7 CFR 251.8(e)(1) establishes the Allowable administrative costs. State agencies and eligible recipient agencies may use funds made available under this part to pay the direct expenses associated with the distribution of USDA Foods and foods secured from other sources to the extent that the foods are ultimately distributed by eligible recipient agencies which have entered into agreements in accordance with § 251.2. Direct expenses include the following, regardless of whether they are charged to TEFAP as direct or indirect costs: i. The intrastate and interstate transport, storing, handling, repackaging, processing, and distribution of foods (including donated wild game); except that for interstate expenditures to be allowable, the foods must have been specifically earmarked for the particular State or eligible recipient agency which incurs the cost; ii. Costs associated with determinations of eligibility, verification, and documentation; iii. Costs of providing information to persons receiving USDA Foods concerning the appropriate storage and preparation of such foods; iv. Costs involved in publishing announcements of times and locations of distribution; and v. Costs of recordkeeping, auditing, and other administrative procedures required for program participation. Statement of Condition The entity used federal program funds from The Emergency Food Assistance Program (TEFAP) to acquire items that are not considered allowable administrative costs under 7 CFR § 251.8(e)(1). Specifically, printing machine, a food truck, and a tractor were purchased using TEFAP funds. These expenditures were identified as unallowable costs in a monitoring procedure by ADSEF (Administración de Desarrollo Socioeconómico de la Familia). As a result, the entity has entered into a repayment agreement with ADSEF to reimburse the disallowed amount. The unallowable costs amount to $219,875. Cause of Condition Internal monitoring procedures are not established to assure that all disbursements are made in accordance with programs requirements. Section III - Major Federal Award Program Findings and Questioned Costs (Continued) Effect of Condition The Organization incurred a financial liability resulting from the improper use of TEFAP funds, as determined by ADSEF. The Organization was required to reimburse the disallowed amount and has reflected the obligation in its financial statements. This situation also represents noncompliance with federal program requirements and increases the risk of future funding restrictions. Recommendation The Organization should strengthen its internal review procedures and ensure that all expenditures charged to federal programs are reviewed for allowability based on applicable regulations. Personnel responsible for procurement and program management should receive training on TEFAP guidelines, and purchases of capital assets should be pre-approved and funded through allowable sources only. Questioned Costs $219,875 Management Response Management acknowledges the finding and has entered into a formal repayment agreement with ADSEF to reimburse the disallowed amount through monthly payments of $5,000. The Organization is in the process of updating its procurement and expenditure approval procedures and will implement training for staff involved in managing federally funded programs. Responsible official Mr. Marcos Rivera CEO
Section II – Financial Statements Findings Finding No. 2023-001 Material Weakness on Internal Controls over Financial Reporting Requirements Inaccurate and Incomplete Accounting Records Criteria 20 CFR 200.510 requires auditees to prepare financial statements that reflect its financial position, results of operations and changes in net assets for the fiscal year audited. Also, the accounting system established should be designed to reflect or provide complete and clear information related to the agency's financial results of operations. It should also provide accurate reports that act as a basis for the preparation and support of the budget needs and for the control and proper monitoring of the budget. 29 CFR, Part 97, Subpart C, Section 97.20 "Standards for financial management systems", establishes the following: (a) A State must expand and account for grant funds in accordance with State laws and procedures for expending and accounting for its own funds. Fiscal control and accounting procedures of the State, as well as its sub-grantees and cost-type contractors, must be sufficient to (1) Permit preparation of reports required by this part and the statutes authorizing the grant, and (2) Permit the tracing of funds to a level of expenditures adequate to establish that such funds have not been used in violation of the restrictions and prohibitions of applicable statutes; (b) The financial management systems of other grantees and sub-grantees must meet the following standards: (1) Financial reporting. Accurate, current, and complete disclosure of the financial results of financially assisted activities must be made in accordance with the financial reporting requirements of the grant or sub-grant; (2) Accounting records. Statement of Condition The entity has no established policies and procedures to ensure that financial statements are prepared with accurate and reliable information on a timely basis. No adequate and timely recording procedures are performed in the general ledger accounts. The accounting records were not properly closed, and significant adjustments were made to the general ledger accounts. The financial information is not reviewed, analyzed and reconciled on a monthly basis by management. Management provided an incomplete and inaccurate trial balance resulting in several audit adjustments. The significant audit adjustments were as follows; 1. Understatement of deferred revenue in the amount of $2.5 million. 2. Adjustment of inventory by $875 thousand. 3. Liability to an agency not recognized in the amount of $220 thousand. 4. Overstatement of accounts receivable by $481 thousand. 24 Section II – Financial Statements Findings (Continued) We can conclude that these situations represent a systemic material weakness in the accounting records that increase the risks that errors may occur and not be detected in a timely manner. The adjustments were made to the audited financial statements presented on this report. Cause of Condition Management did not perform an accounting closing analysis to assure that all transactions and adjusting entries are recognized in the financial statements. Lack of adequate accounting procedures for reconciliation and analysis of the financial transactions recorded during the year. Effect of Condition The entity may not be able to detect errors or irregularities on a timely basis. Financial statements may not present its financial position and results for operations. Recommendation The Organization should establish policies and procedures to perform monthly preparation of its financial statements with complete and accurate information. The adjustments and analysis of accounts should be improved to obtain financial statements on time for the decision-making process. Management should analyze the balances and transactions periodically throughout the year to accelerate the accounts analysis and effectively monitor and perform the year-end closing process. Management Response Management concurs with the findings. The closing process will be improved to perform detailed reviews of the closing process and to obtain reliable and complete general ledger. Responsible Officials Mr. Marcos Rivera CEO
Section II – Financial Statements Findings (Continued) Finding No. 2023-002 Type of Finding: Material Weakness on Internal Controls over Financial Reporting Requirements Deficiencies in Physical Inventory and Documentation for TEFAP Criteria In accordance with federal program specific requirements, accurate and complete records must be maintained with respect to the receipt, distribution/use, and inventory of USDA Foods, including end products processed from USDA Foods in TEFAP. Failure to maintain records required by 7 CFR section 250.19 is considered prima facie evidence of improper distribution or loss of USDA Foods, and the agency processor or entity is liable for the value of the food or replacement of the food in kind (7 CFR sections 250.16 and 250.19(a)). Failure to maintain records required by 7 CFR section 250.19 is considered prima facie evidence of improper distribution or loss of USDA Foods, and the agency processor or entity is liable for the value of the food or replacement of the food in kind (7 CFR sections 250.16 and 250.19(a)). Statement of Condition During the audit process, we found that physical inventory was not presented for our review, and we were unable to obtain alternate supporting documentation to perform audit procedures or to perform analytical procedures or ascertain the validity of the required annual physical inventory. This causes inventory presented in financial statement date were not audited. Also, management did not present evidence of the uses/distribution of USDA Foods. Cause of Condition Management did not comply with the physical inventory at year end or maintained supporting documents for those procedures to validate the amount presented for inventory its financial statements. Effect of Condition The overall effect is that complete and accurate financial information is not available to support a significant amount of its financial statements. Recommendation Management should ensure that the physical inventory is taken at the year end, compare and reconcile such amount to the financial statements, make the corresponding adjustments and corrections to present complete and accurate information of its financial statements. Also, supporting documentation for the uses/distribution of inventory should be maintained. 26 Section II – Financial Statements Findings (Continued) Management Response Management concurs with the findings. We will establish procedures to take and document a physical annual inventory and to maintain support for inventory distributions. Responsible Officials Mr. Marcos Rivera CEO
Section III - Major Federal Award Program Findings and Questioned Costs Finding No. 2023-003 Federal Agency: United States Department of Agriculture Federal Program Title and ALN: All Federal Programs Compliance Requirement: Reporting (Single Audit Report) Type of Finding: Significant Deficiency (SD) and Instance of Noncompliance (NC) Criteria The Uniform Guidance 2 CFR Section 200.512(a) requires the audit to be completed, and the reporting package and data collection form be submitted to the Federal Audit Clearinghouse (“FAC”) within the earlier of 30-day after the receipt of the auditor’s reports or nine months after the end of the audit period. Statement of Condition The Data Collection Form and the Reporting Package for the year ended December 31, 2023, was not timely submitted to the federal government. The Data Collection Form and the Reporting Package must be submitted by the auditee within the earlier of 30-day after the receipt of the auditor’s reports or nine (9) months after the end of the audit period, unless a longer period is agreed to in advance by the cognizant or oversight agency for audit. No extension from the cognizant or oversight agency was noted. Cause of Condition The Organization has not been able to provide the necessary information for the preparation of the single audit report on a timely basis in order to complete its reporting requirement for the fiscal year ended on December 31, 2023. Effect of Condition The Organization is not complying with the reporting requirements set forth by federal regulations, which could affect the future of its federal grants. Recommendation The Organization should adopt policies and procedures to ensure that the annual audit is performed and submitted in a timely manner. 28 Section III - Major Federal Award Program Findings and Questioned Costs (Continued) Management Response Management concurs with the findings. External auditors were contracted to update the financial statements for 2023, 2024 and 2025 is in process to prepare the single audit report in a timely manner. Responsible Officials Mr. Marcos Rivera CEO
Finding No. 2023-004 Federal Agency: United States Department of Agriculture Compliance Requirement: Special Tests and Provisions Type of Finding: Material Weakness in Internal Control (MW). Instance of Noncompliance (NC) Criteria Refer to finding 2023-002 Statement of Condition Physical Inventory for TEFAP (The Emergency Food Administration Program) As discussed in Finding 2023-002, the Organization has several deficiencies regarding internal control about inventory of foods, lack of perform physical inventory as required by federal program and alternate procedures were not applied to validate the inventory at year end. Also, records are not in place to document or support the distribution of foods, as required by the federal program. We were unable to determine question costs due the fact that we were unable to test the transactions for distribution of foods for its compliance. Cause of Condition Refer to finding 2023-02 Effect of Condition Refer to finding 2023-02 Recommendation Refer to finding 2023-002 Questioned Costs Undetermined questioned costs. Management Response Management concurs with the findings. The closing process will be improved; physical inventory will be taking and improvements for documentation will be made. Responsible official Mr. Marcos Rivera CEO
Finding No. 2023-005 Federal Agency: United States Department of Agriculture Compliance Requirement: Allowable Cost Type of Finding: Material Weakness in Internal Control (MW). Instance of Noncompliance (NC) Unallowable Costs Criteria Article 7 CFR 251.8(e)(1) establishes the Allowable administrative costs. State agencies and eligible recipient agencies may use funds made available under this part to pay the direct expenses associated with the distribution of USDA Foods and foods secured from other sources to the extent that the foods are ultimately distributed by eligible recipient agencies which have entered into agreements in accordance with § 251.2. Direct expenses include the following, regardless of whether they are charged to TEFAP as direct or indirect costs: i. The intrastate and interstate transport, storing, handling, repackaging, processing, and distribution of foods (including donated wild game); except that for interstate expenditures to be allowable, the foods must have been specifically earmarked for the particular State or eligible recipient agency which incurs the cost; ii. Costs associated with determinations of eligibility, verification, and documentation; iii. Costs of providing information to persons receiving USDA Foods concerning the appropriate storage and preparation of such foods; iv. Costs involved in publishing announcements of times and locations of distribution; and v. Costs of recordkeeping, auditing, and other administrative procedures required for program participation. Statement of Condition The entity used federal program funds from The Emergency Food Assistance Program (TEFAP) to acquire items that are not considered allowable administrative costs under 7 CFR § 251.8(e)(1). Specifically, printing machine, a food truck, and a tractor were purchased using TEFAP funds. These expenditures were identified as unallowable costs in a monitoring procedure by ADSEF (Administración de Desarrollo Socioeconómico de la Familia). As a result, the entity has entered into a repayment agreement with ADSEF to reimburse the disallowed amount. The unallowable costs amount to $219,875. Cause of Condition Internal monitoring procedures are not established to assure that all disbursements are made in accordance with programs requirements. Section III - Major Federal Award Program Findings and Questioned Costs (Continued) Effect of Condition The Organization incurred a financial liability resulting from the improper use of TEFAP funds, as determined by ADSEF. The Organization was required to reimburse the disallowed amount and has reflected the obligation in its financial statements. This situation also represents noncompliance with federal program requirements and increases the risk of future funding restrictions. Recommendation The Organization should strengthen its internal review procedures and ensure that all expenditures charged to federal programs are reviewed for allowability based on applicable regulations. Personnel responsible for procurement and program management should receive training on TEFAP guidelines, and purchases of capital assets should be pre-approved and funded through allowable sources only. Questioned Costs $219,875 Management Response Management acknowledges the finding and has entered into a formal repayment agreement with ADSEF to reimburse the disallowed amount through monthly payments of $5,000. The Organization is in the process of updating its procurement and expenditure approval procedures and will implement training for staff involved in managing federally funded programs. Responsible official Mr. Marcos Rivera CEO