Finding 1162592 (2023-001)

Material Weakness Repeat Finding
Requirement
AB
Questioned Costs
-
Year
2023
Accepted
2025-11-18

AI Summary

  • Core Issue: The organization failed to maintain proper documentation for reconciling government grant revenue, leading to potential misstatements in financial records.
  • Impacted Requirements: This violates 2 CFR § 200.302(a), which mandates effective financial management systems to track expenditures and ensure compliance with federal regulations.
  • Recommended Follow-Up: Strengthen policies for reconciling grant revenue to expenses, create financial reports from reconciled data, and establish clear documentation procedures for expense allocation.

Finding Text

Finding 2023-001, Expense Allocations - Financial Management (Assistance Listings 93.567 and 93.576) Criteria: Per 2 CFR § 200.302(a) (Financial Management), all recipient and subrecipient financial management systems must be sufficient to track expenditures and establish that funds have been used in accordance with federal statutes, regulations, and the terms and conditions of the federal award. Condition and Context: The Organization’s documentation related to reconciliation of government grant revenue claimed and received to the actual revenue earned were not maintained. The lack of regular reconciliations increased the risk of misstatements in the financial records and delayed the financial reporting process. Cause: Internal controls over government grant revenue were not operating efficiently or designed properly. Effect: This resulted to significant amount of time required by both Management and the Auditors in order to analyze and adjust grant revenue, accounts receivables and deferred revenue balances accurately. Identification as a Repeat Finding: No. Questioned Costs: None. Recommendation: We recommend that the Organization strengthen its policies and procedures for reconciling the grant revenue earned to the related expenses. Financial reports and claims should be created from the reconciled general ledger. Additionally, management should establish clear documentation procedures to support the proper allocation of expenses in the general ledger and ensure compliance with federal regulations.

Corrective Action Plan

Finding 2023-001 Assistance Listings: 93.567 & 93.576 Issue: Expense allocations lacked sufficient grant-level detail. We respectfully agree with your finding of deficiency in internal controls and are working through the process to correct this. Root Cause Rapid program expansion outpaced existing finance capacity and procedures. Corrective Actions 1. Finance Team Expansion – Hired full-time CFO, staff accountant, and external consultant (Jan 2025). 2. Policy & Procedure Overhaul – New written procedures (completed Mar 2025) referencing 2 CFR 200 Subpart E. 3. Tri-System Documentation – All expenses now recorded and cross-referenced in FundEZ (accounting), Apricot (program), and a reconciliation workbook. 4. Monthly Reconciliations – Accounting staff prepare grant-by-grant reconciliations; Program Director and CFO jointly sign off during month-end close. Responsible Official: Renee Carroll, CFO Implementation Date: Fully operational as of January 2025; monthly review ongoing.

Categories

Subrecipient Monitoring Allowable Costs / Cost Principles Reporting Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1162588 2023-001
    Material Weakness Repeat
  • 1162589 2023-002
    Material Weakness Repeat
  • 1162590 2023-003
    Material Weakness Repeat
  • 1162591 2023-004
    Material Weakness Repeat
  • 1162593 2023-002
    Material Weakness Repeat
  • 1162594 2023-003
    Material Weakness Repeat
  • 1162595 2023-004
    Material Weakness Repeat
  • 1162596 2023-005
    Material Weakness Repeat
  • 1162597 2023-005
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.567 REFUGEE AND ENTRANT ASSISTANCE VOLUNTARY AGENCY PROGRAMS $997,527
93.576 REFUGEE AND ENTRANT ASSISTANCE DISCRETIONARY GRANTS $872,576
19.510 U.S. REFUGEE ADMISSIONS PROGRAM $238,159
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $80,537
93.044 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART B, GRANTS FOR SUPPORTIVE SERVICES AND SENIOR CENTERS $11,137