Audit 52089

FY End
2022-06-30
Total Expended
$1.91M
Findings
6
Programs
9
Year: 2022 Accepted: 2023-08-17
Auditor: Drs CPA PLLC

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
47410 2022-002 Material Weakness - AB
47411 2022-003 Material Weakness - AB
47412 2022-004 Significant Deficiency - L
623852 2022-002 Material Weakness - AB
623853 2022-003 Material Weakness - AB
623854 2022-004 Significant Deficiency - L

Programs

ALN Program Spent Major Findings
84.041 Impact Aid $1.51M Yes 3
84.425 Education Stabilization Fund $165,890 - 0
10.559 Summer Food Service Program for Children $70,879 - 0
84.027 Special Education_grants to States $42,307 - 0
84.060 Indian Education_grants to Local Educational Agencies $21,664 - 0
84.010 Title I Grants to Local Educational Agencies $13,800 - 0
84.358 Rural Education $11,302 - 0
10.555 National School Lunch Program $6,945 - 0
10.542 Pandemic Ebt Food Benefits $614 - 0

Contacts

Name Title Type
QRLJSJRA5JN8 Rocio Humphreys Auditee
9283342226 Dallas Siler Auditor
No contacts on file

Notes to SEFA

Title: ASSISTANCE LISTINGS NUMBERS Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards (SEFA) includes the McNary Elementary School District No. 23's (the District) federal grant activity under federal programs for the year ended June 30, 2022. The information in this schedule 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).Expenditures reported on the schedule are reported on the modified accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the financial statements. Because the Schedule presents only a selected portion of the operations of the School, it is not intended to and does not present the financial position or changes in fund balance or net position of the District. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate. The program titles and assistance listings numbers were obtained from the federal or pass-through grantor or SAM.gov.
Title: NON-CASH ASSISTANCE Accounting Policies: The accompanying Schedule of Expenditures of Federal Awards (SEFA) includes the McNary Elementary School District No. 23's (the District) federal grant activity under federal programs for the year ended June 30, 2022. The information in this schedule 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).Expenditures reported on the schedule are reported on the modified accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the financial statements. Because the Schedule presents only a selected portion of the operations of the School, it is not intended to and does not present the financial position or changes in fund balance or net position of the District. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate. Food donations as reported for the Child Nutrition Cluster represents the amount of donated food used during the fiscal year ended June 30, 2022. Commodities are valued at fair value at the time of donation.

Finding Details

2022-002 Payroll Supporting Documentation CFDA No: 84.041 Program Name: Impact Aid Award Number: N/A Federal Agency: U.S. Department of Education Pass-Through Grantor: N/A Compliance Requirement: Activities Allowed or Unallowed and Allowable Costs/Cost Principles Questioned Costs: N/A Summary of Finding: Material Weakness in internal control over major programs Repeat Finding? No Condition One employee did not have FICA or Medicare withheld during the fiscal year and the District could not provide documentation to support why the required taxes were not withheld. The previous Superintendent received two extra-duty stipends totaling $17,314, as well as a $2,615 payout of leave, however, no documentation of calculation or approval could be located. The previous Business Manager received a $6,000 extra duty stipend of and a $1,490 payroll adjustment, however, no documentation of calculation or approval could be located. For two of twelve employees selected, the District paid hourly employees for 80 hours (40 hours per week), however, the timecards for the two employees indicated the employees only worked for 70.82 and 72.75 hours, resulting in the employees being overpaid $243 for work performed. Criteria Arizona Revised Statutes 15-271 states: "A. The auditor general shall determine the accounting systems, accounting methods and accounting procedures for school districts to use. B. The auditor general in conjunction with the department of education shall prescribe a uniform system of financial records (USFR) for all school districts to use each fiscal year." USFR VI-H Payroll states in part: "Payroll Records - Districts should maintain payroll records for all employees. Records should provide adequate support for payroll expenditures....and serve as a basis for preparing payroll vouchers and reports." and "Payroll Processing - 1. Districts should document changes in payroll such as employment, terminations, and pay/position changes. 2. Attendance records, such as time sheets or timecards, should be prepared each pay period for each employee subject to the Fair Labor Standards Act, approved by the employee and the employee?s supervisor, and retained to support the payroll. Uniform Guidance ?200.333 Retention requirements for records states in part: "Financial records, supporting documents, statistical records, and all other non-Federal entity records pertinent to a Federal award must be retained for a period of three years from the date of submission of the final expenditure report..." Cause Internal controls were not developed to ensure new staff was properly trained to maintain accounting records in a complete manner. In addition, controls were not monitored to ensure complete documentation was retained. Effect Financial information the District uses to make decisions and reports provided to the state for oversight could have been materially misstated throughout the fiscal year. Further, the District could end up being in noncompliance with federal and state laws. Recommendation The District should procure a consultant or modify the organizational chart of the District Finance Office to ensure individuals with the skills, knowledge and expertise prepare, review and retain required source documentation.
2022-003 Nonpayroll Supporting Documentation CFDA No: 84.041 Program Name: Impact Aid Award Number: N/A Federal Agency: U.S. Department of Education Pass-Through Grantor: N/A Compliance Requirement: Activities Allowed or Unallowed and Allowable Costs/Cost Principles Questioned Costs: N/A Summary of Finding: Material Weakness in internal control over major programs Repeat Finding? No Condition For seven out of the 40 expenditures selected, the District did not retain vendor invoices or equivalent documents to support the expenditures. For 10 out of the 40 expenditures selected, the District did retain a written purchase order for the expenditure. Criteria Arizona Revised Statutes 15-271 states: "A. The auditor general shall determine the accounting systems, accounting methods and accounting procedures for school districts to use. B. The auditor general in conjunction with the department of education shall prescribe a uniform system of financial records (USFR) for all school districts to use each fiscal year." USFR VI-B Source documents states in part: "Source documents are used to initiate accounting transactions and should be retained to support each entry recorded in the accounting records." Uniform Guidance ?200.333 Retention requirements for records states in part: "Financial records, supporting documents, statistical records, and all other non-Federal entity records pertinent to a Federal award must be retained for a period of three years from the date of submission of the final expenditure report..." Cause Internal controls were not developed to ensure new staff was properly trained to maintain accounting records in a complete manner. In addition, controls were not monitored to ensure complete documentation was retained. Effect Financial information the District uses to make decisions and reports provided to the state for oversight could have been materially misstated throughout the fiscal year. Recommendation The District should procure a consultant or modify the organizational chart of the District Finance Office to ensure individuals with the skills, knowledge and expertise prepare, review and retain required source documentation. In addition, material transactions of he fiscal year should be reviewed and replacement documentation should be obtained to replace missing invoice information.
2022-004 Single Audit Submission CFDA No: 84.041 Program Name: Impact Aid Award Number: N/A Federal Agency: U.S. Department of Education Pass-Through Grantor: N/A Compliance Requirement: Reporting Questioned Costs: N/A Summary of Finding: Significant Deficiency in internal control over major programs Repeat Finding? No Condition The District did not submit the single audit reporting package and related data collection form by the required deadline. Criteria The Uniform Guidance section 500.512 states: "...The audit must be completed and the data collection form....and reporting package....must be submitted within the earlier of 30 calendar days after receipt of the auditor?s reports, or nine months after the end of the audit period." Cause The District experienced turnover in the key position responsible for overseeing the single audit. Effect The District is not in compliance with the requirements of the Uniform Guidance. Recommendation We recommend that the District monitor federal grant expenditures and if it is expected that expenditures will exceed $750,000, the District procure audit services promptly.
2022-002 Payroll Supporting Documentation CFDA No: 84.041 Program Name: Impact Aid Award Number: N/A Federal Agency: U.S. Department of Education Pass-Through Grantor: N/A Compliance Requirement: Activities Allowed or Unallowed and Allowable Costs/Cost Principles Questioned Costs: N/A Summary of Finding: Material Weakness in internal control over major programs Repeat Finding? No Condition One employee did not have FICA or Medicare withheld during the fiscal year and the District could not provide documentation to support why the required taxes were not withheld. The previous Superintendent received two extra-duty stipends totaling $17,314, as well as a $2,615 payout of leave, however, no documentation of calculation or approval could be located. The previous Business Manager received a $6,000 extra duty stipend of and a $1,490 payroll adjustment, however, no documentation of calculation or approval could be located. For two of twelve employees selected, the District paid hourly employees for 80 hours (40 hours per week), however, the timecards for the two employees indicated the employees only worked for 70.82 and 72.75 hours, resulting in the employees being overpaid $243 for work performed. Criteria Arizona Revised Statutes 15-271 states: "A. The auditor general shall determine the accounting systems, accounting methods and accounting procedures for school districts to use. B. The auditor general in conjunction with the department of education shall prescribe a uniform system of financial records (USFR) for all school districts to use each fiscal year." USFR VI-H Payroll states in part: "Payroll Records - Districts should maintain payroll records for all employees. Records should provide adequate support for payroll expenditures....and serve as a basis for preparing payroll vouchers and reports." and "Payroll Processing - 1. Districts should document changes in payroll such as employment, terminations, and pay/position changes. 2. Attendance records, such as time sheets or timecards, should be prepared each pay period for each employee subject to the Fair Labor Standards Act, approved by the employee and the employee?s supervisor, and retained to support the payroll. Uniform Guidance ?200.333 Retention requirements for records states in part: "Financial records, supporting documents, statistical records, and all other non-Federal entity records pertinent to a Federal award must be retained for a period of three years from the date of submission of the final expenditure report..." Cause Internal controls were not developed to ensure new staff was properly trained to maintain accounting records in a complete manner. In addition, controls were not monitored to ensure complete documentation was retained. Effect Financial information the District uses to make decisions and reports provided to the state for oversight could have been materially misstated throughout the fiscal year. Further, the District could end up being in noncompliance with federal and state laws. Recommendation The District should procure a consultant or modify the organizational chart of the District Finance Office to ensure individuals with the skills, knowledge and expertise prepare, review and retain required source documentation.
2022-003 Nonpayroll Supporting Documentation CFDA No: 84.041 Program Name: Impact Aid Award Number: N/A Federal Agency: U.S. Department of Education Pass-Through Grantor: N/A Compliance Requirement: Activities Allowed or Unallowed and Allowable Costs/Cost Principles Questioned Costs: N/A Summary of Finding: Material Weakness in internal control over major programs Repeat Finding? No Condition For seven out of the 40 expenditures selected, the District did not retain vendor invoices or equivalent documents to support the expenditures. For 10 out of the 40 expenditures selected, the District did retain a written purchase order for the expenditure. Criteria Arizona Revised Statutes 15-271 states: "A. The auditor general shall determine the accounting systems, accounting methods and accounting procedures for school districts to use. B. The auditor general in conjunction with the department of education shall prescribe a uniform system of financial records (USFR) for all school districts to use each fiscal year." USFR VI-B Source documents states in part: "Source documents are used to initiate accounting transactions and should be retained to support each entry recorded in the accounting records." Uniform Guidance ?200.333 Retention requirements for records states in part: "Financial records, supporting documents, statistical records, and all other non-Federal entity records pertinent to a Federal award must be retained for a period of three years from the date of submission of the final expenditure report..." Cause Internal controls were not developed to ensure new staff was properly trained to maintain accounting records in a complete manner. In addition, controls were not monitored to ensure complete documentation was retained. Effect Financial information the District uses to make decisions and reports provided to the state for oversight could have been materially misstated throughout the fiscal year. Recommendation The District should procure a consultant or modify the organizational chart of the District Finance Office to ensure individuals with the skills, knowledge and expertise prepare, review and retain required source documentation. In addition, material transactions of he fiscal year should be reviewed and replacement documentation should be obtained to replace missing invoice information.
2022-004 Single Audit Submission CFDA No: 84.041 Program Name: Impact Aid Award Number: N/A Federal Agency: U.S. Department of Education Pass-Through Grantor: N/A Compliance Requirement: Reporting Questioned Costs: N/A Summary of Finding: Significant Deficiency in internal control over major programs Repeat Finding? No Condition The District did not submit the single audit reporting package and related data collection form by the required deadline. Criteria The Uniform Guidance section 500.512 states: "...The audit must be completed and the data collection form....and reporting package....must be submitted within the earlier of 30 calendar days after receipt of the auditor?s reports, or nine months after the end of the audit period." Cause The District experienced turnover in the key position responsible for overseeing the single audit. Effect The District is not in compliance with the requirements of the Uniform Guidance. Recommendation We recommend that the District monitor federal grant expenditures and if it is expected that expenditures will exceed $750,000, the District procure audit services promptly.