Audit 75441

FY End
2022-06-30
Total Expended
$3.42M
Findings
2
Programs
4
Organization: Ohio Living and Subsidiaries (OH)
Year: 2022 Accepted: 2023-03-30

Organization Exclusion Status:

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Contacts

Name Title Type
J4CMJGRP7A43 Bob Stillman Auditee
8006867800 Jason Rees Auditor
No contacts on file

Notes to SEFA

Accounting Policies: The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal grant activity of Ohio Living and Subsidiaries (the Corporation) under programs of the federal government for the year ended June 30, 2022. The information in the 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 (the Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the Corporation, it is not intended to and does not present the financial position, changes in net assets, or cash flows of the Corporation. Expenditures reported in the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, wherein certain types of expenditures are not allowable or are limited as to reimbursement, except for expenditures related to Assistance Listing Number 93.498, Provider Relief Fund (PRF) and American Rescue Plan Rural Distribution. PRF does not apply the cost principles contained in Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, but rather applies the U.S. Department of Health and Human Services (HHS) guidance and frequently asked questions as outlined in the Compliance Supplement. For the PRF program, HHS has indicated that the amounts on the schedule should be reported in correspondence with reporting requirements of the HHS PRF Portal. As disclosed in the schedule of findings and questioned costs, $1,271,104 of funds were not reported in accordance with this requirement. Payments from HHS for PRF are assigned to one of five payment received periods based upon the date each payment from PRF was received. Each period has a specified period of availability and timing of reporting requirements. The pass-through entity identifying numbers are presented where available. The Corporation has elected not to use the 10 percent de minimis indirect cost rate to recover indirect costs, as allowed under the Uniform Guidance.Quaker Heights, LLC (Quaker), a not-for-profit subsidiary of the Corporation, had total federal expenditures of $10,245,034 during the year ended June 30, 2022. These amounts are excluded from the schedule of expenditures of federal awards due to Quaker having a separate audit on compliance for its major federal program in accordance with the Uniform Guidance for the year ended June 30, 2022, which included this amount on Quaker's individual schedule of expenditures of federal awards. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate.

Finding Details

2022 002 Assistance Listing Number, Federal Agency, and Program Name 93.498, Department of Health and Human Services, Provider Relief Fund and American Rescue Plan Rural Distribution Federal Award Identification Number and Year N/A Pass through Entity N/A Finding Type Significant deficiency Repeat Finding No Criteria Per 2 CFR 200.508(b), an auditee must prepare appropriate financial statements, including the schedule of expenditures of federal awards, in accordance with 200.510 financial statements. Per 2 CFR 200.510(b), the auditee must also prepare a schedule of expenditures of federal awards for the period covered by the auditee's financial statements, which must include the total federal awards expended, as determined in accordance with 200.502 basis for determining federal awards expended. Additionally, per the frequently asked questions published by HRSA, and in conjunction with the compliance supplement issued by the office of management and budget, recipients with fiscal year ends of June 30, 2021 should report the total expenditures from the Period 1 provider relief fund portal submission on the SEFA. Condition The Corporation did not prepare a complete and accurate SEFA for the year ended June 30, 2021. Questioned Costs N/A Identification of How Questioned Costs Were Computed N/A Context The Corporation's SEFA was understated for the year ended June 30, 2021 by $1,271,104. Management has acknowledged the SEFA was understated for 2021. The SEFA for June 30, 2022 is complete and accurate. Cause and Effect Management of the Corporation misunderstood guidance regarding preparation of the SEFA for the year ended June 30, 2021, resulting in the SEFA being incomplete for the year ended June 30, 2021. The $1,271,104 of funds not reported on the 2021 SEFA have been included on the SEFA for the year ended June 30, 2022. Recommendation Management should continue to monitor the SEFA reporting requirements issued by OMB and ensure all federal funding received is properly included on the SEFA in the proper period. Views of Responsible Officials and Corrective Action Plan While technically considered a significant deficiency and audit finding in accordance with CFR guidance for federal award audit compliance purposes, management considers this finding to be an isolated incident. Management had prepared and provided a SEFA summary that properly identified all federal funding, including all of the CARES Act funding, received as of June 30, 2021. Management also prepared and provided information regarding amounts of the CARES Act funding expended and recognized as revenue within the financial statements for the years ended June 30, 2020 and 2021. However, there was interpretation that the amount that was supposed to be reported for the CARES Act funding on the SEFA for the period ended June 30, 2021, should be the amount expended and recognized as revenue as of the financial statements ended June 30, 2020, to align with the Period 1 portal reporting. As such, the amount reported for the final SEFA used for the June 30, 2021 compliance audit excluded $1,271,104 that was appropriately reported as deferred grant revenue liability as of June 30, 2020. The amount of CARES Act funding for the Period 1 portal reporting correctly included the $1,271,104. There was a significant amount of collective confusion regarding the Period 1 CARES Act portal reporting which was for the period ended June 30, 2020, in relation to the SEFA reporting and compliance audit reporting for that same period of time, which was unusually deferred by the federal government from June 30, 2020 to June 30, 2021. The results of the auditors procedures demonstrated that all the information management populated in the CARES Act portal for the June 30, 2020 reporting compliance Period 1 was accurate and that there were no other findings.
2022 002 Assistance Listing Number, Federal Agency, and Program Name 93.498, Department of Health and Human Services, Provider Relief Fund and American Rescue Plan Rural Distribution Federal Award Identification Number and Year N/A Pass through Entity N/A Finding Type Significant deficiency Repeat Finding No Criteria Per 2 CFR 200.508(b), an auditee must prepare appropriate financial statements, including the schedule of expenditures of federal awards, in accordance with 200.510 financial statements. Per 2 CFR 200.510(b), the auditee must also prepare a schedule of expenditures of federal awards for the period covered by the auditee's financial statements, which must include the total federal awards expended, as determined in accordance with 200.502 basis for determining federal awards expended. Additionally, per the frequently asked questions published by HRSA, and in conjunction with the compliance supplement issued by the office of management and budget, recipients with fiscal year ends of June 30, 2021 should report the total expenditures from the Period 1 provider relief fund portal submission on the SEFA. Condition The Corporation did not prepare a complete and accurate SEFA for the year ended June 30, 2021. Questioned Costs N/A Identification of How Questioned Costs Were Computed N/A Context The Corporation's SEFA was understated for the year ended June 30, 2021 by $1,271,104. Management has acknowledged the SEFA was understated for 2021. The SEFA for June 30, 2022 is complete and accurate. Cause and Effect Management of the Corporation misunderstood guidance regarding preparation of the SEFA for the year ended June 30, 2021, resulting in the SEFA being incomplete for the year ended June 30, 2021. The $1,271,104 of funds not reported on the 2021 SEFA have been included on the SEFA for the year ended June 30, 2022. Recommendation Management should continue to monitor the SEFA reporting requirements issued by OMB and ensure all federal funding received is properly included on the SEFA in the proper period. Views of Responsible Officials and Corrective Action Plan While technically considered a significant deficiency and audit finding in accordance with CFR guidance for federal award audit compliance purposes, management considers this finding to be an isolated incident. Management had prepared and provided a SEFA summary that properly identified all federal funding, including all of the CARES Act funding, received as of June 30, 2021. Management also prepared and provided information regarding amounts of the CARES Act funding expended and recognized as revenue within the financial statements for the years ended June 30, 2020 and 2021. However, there was interpretation that the amount that was supposed to be reported for the CARES Act funding on the SEFA for the period ended June 30, 2021, should be the amount expended and recognized as revenue as of the financial statements ended June 30, 2020, to align with the Period 1 portal reporting. As such, the amount reported for the final SEFA used for the June 30, 2021 compliance audit excluded $1,271,104 that was appropriately reported as deferred grant revenue liability as of June 30, 2020. The amount of CARES Act funding for the Period 1 portal reporting correctly included the $1,271,104. There was a significant amount of collective confusion regarding the Period 1 CARES Act portal reporting which was for the period ended June 30, 2020, in relation to the SEFA reporting and compliance audit reporting for that same period of time, which was unusually deferred by the federal government from June 30, 2020 to June 30, 2021. The results of the auditors procedures demonstrated that all the information management populated in the CARES Act portal for the June 30, 2020 reporting compliance Period 1 was accurate and that there were no other findings.