Finding 1163308 (2024-002)

Material Weakness Repeat Finding
Requirement
L
Questioned Costs
-
Year
2024
Accepted
2025-12-02
Audit: 372829
Organization: Heading Home (NM)

AI Summary

  • Core Issue: Heading Home lacks proper controls for timely submission and review of required Project and Expenditure Reports, leading to non-compliance with federal award requirements.
  • Impacted Requirements: Reports were not signed by appropriate individuals, and some were filed two months late, increasing the risk of errors and fraud.
  • Recommended Follow-Up: Implement internal control procedures to ensure reports are reviewed, approved, and submitted on time, with proper documentation maintained for compliance.

Finding Text

Type of Finding: (F) – Significant Deficiency in Internal Control Over Compliance of Federal Awards Funding Agency: U.S. Department of the Treasury Title: COVID-19 - Coronavirus State and Local Fiscal Recovery Funds AL #: 21.027 Award #: 202300279, 202300281, 202300280 Award Period: July 1, 2022 – June 30, 2023 Questioned Costs: None Statement of Condition Heading Home does not appear to have controls in place for the review and timely submittance of the Project and Expenditure Reports that are required to be filed on a recurring basis. Context During our testing of internal controls over compliance we noted the following: • Two of 13 reports reviewed were not signed by an appropriate individual. • Three of 13 reports tested were two months late being filed Criteria Auditors are required to assess the compliance with the reporting requirements for the major program tested. These requirements require a Project and Expenditure Report to be filed on a regular, recurring basis. The reporting frequency and deadlines vary by type of recipient and total allocation amount. Cause Heading Home did not have procedures in place to ensure these required reports were submitted on time and signed by an appropriate individual. Effect Heading Home is not in compliance with Federal Award requirements as they were delinquent in turning in a number of required reports and a few were turned in incomplete. Failing to obtain and document appropriate signatures increases the risk of misstatement and the risk of fraudulent disbursements and disbursements made in error. Failure to submit reports in a timely manner could result in a misstatement going undetected and uncorrected. Recommendation Ensure documentation is organized and readily available to fulfill Federal Award compliance. Develop and implement internal control policies and procedures to ensure that required reports are reviewed and approved prior to filing and that evidence of this approval is maintained. Additionally, ensure timing of filing the report is made a priority. View of Responsible Official and Corrective Action Plan Heading Home management is in agreement with this finding. After years of turnover in key management positions steps have been taken to address staffing challenges and these positions have been successfully staffed with high-quality individuals who bring extensive knowledge and expertise to their roles. These positions include a new Chief Executive Officer, Director of Operations, Chief Financial Officer, and Director of Human Services. To address challenges in accounting and finance Heading Home had contracted with a local CPA firm specializing in nonprofit accounting and financial reporting to assist the CFO with daily accounting tasks, the monthly close, financial reporting to management and the board of directors, and to facilitate and ensure audits are completed timely each year. The new management group is committed to maintaining a skilled and competent team in key financial roles. Due to the backlog of billings at the opening of FY23, the billing submissions and quarterly reports for the first quarter were submitted late. With the new staff and assistance, these billings and quarterly reports were brought current as quickly as possible. They are now current and being submitted in a timely manner. Management’s corrective action plan was fully implemented by June 30, 2025 and anticipate that there will be no further issues. Personnel responsible for ensuring implementation include Connie Chavez, Executive Director, and Debbie Brickman, Chief Financial Officer.

Corrective Action Plan

Heading Home management is in agreement with this finding. After years of turnover in key management positions steps have been taken to address staffing challenges and these positions have been successfully staffed with high-quality individuals who bring extensive knowledge and expertise to their roles. These positions include a new Chief Executive Officer, Director of Operations, Chief Financial Officer, and Director of Human Services. To address challenges in accounting and finance Heading Home had contracted with a local CPA firm specializing in nonprofit accounting and financial reporting to assist the CFO with daily accounting tasks, the monthly close, financial reporting to management and the board of directors, and to facilitate and ensure audits are completed timely each year. The new management group is committed to maintaining a skilled and competent team in key financial roles. Due to the backlog of billings at the opening of FY23, the billing submissions and quarterly reports for the first quarter were submitted late. With the new staff and assistance, these billings and quarterly reports were brought current as quickly as possible. They are now current and being submitted in a timely manner. Management’s corrective action plan was fully implemented by June 30, 2025, and anticipate that there will be no further issues. Personnel responsible for ensuring implementation include Connie Chavez, Executive Director, and Debbie Brickman, Chief Financial Officer.

Categories

Allowable Costs / Cost Principles Reporting Significant Deficiency Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1163296 2024-001
    Material Weakness Repeat
  • 1163297 2024-001
    Material Weakness Repeat
  • 1163298 2024-001
    Material Weakness Repeat
  • 1163299 2024-001
    Material Weakness Repeat
  • 1163300 2024-001
    Material Weakness Repeat
  • 1163301 2024-001
    Material Weakness Repeat
  • 1163302 2024-001
    Material Weakness Repeat
  • 1163303 2024-001
    Material Weakness Repeat
  • 1163304 2024-002
    Material Weakness Repeat
  • 1163305 2024-001
    Material Weakness Repeat
  • 1163306 2024-002
    Material Weakness Repeat
  • 1163307 2024-001
    Material Weakness Repeat
  • 1163309 2024-001
    Material Weakness Repeat
  • 1163310 2024-001
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.218 COMMUNITY DEVELOPMENT BLOCK GRANTS/ENTITLEMENT GRANTS $500,000
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $121,815
14.231 EMERGENCY SOLUTIONS GRANT PROGRAM $88,341
14.231 Emergency Solutions Grant Program $69,381
93.323 EPIDEMIOLOGY AND LABORATORY CAPACITY FOR INFECTIOUS DISEASES (ELC) $35,544
16.838 COMPREHENSIVE OPIOID, STIMULANT, AND OTHER SUBSTANCES USE PROGRAM $28,530
97.024 EMERGENCY FOOD AND SHELTER NATIONAL BOARD PROGRAM $16,000