Finding 1165230 (2025-001)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2025-12-17
Audit: 375591
Organization: CommCare St. Tammany (LA)

AI Summary

  • Core Issue: A distribution of $20,898 was made to CommCare Corporation without meeting HUD's compliance requirements.
  • Impacted Requirements: The Residual Receipts account must have at least six months of required debt service before any distributions can occur.
  • Recommended Follow-Up: Management should review the HUD Healthcare Regulatory Agreement to ensure future compliance with program requirements.

Finding Text

Finding 2025-001 Significant Deficiency – Internal Control over Distributions to Owners Compliance U.S. Department of Housing and Urban Development – Mortgage Insurance Nursing Homes, Intermediate Care Facilities, Board and Care Homes and Assisted Living Facilities – ALN #14.129 – Program Year 2024 Criteria: The HUD Consolidated Audit Guide, Chapter 3. Multifamily Housing Programs, Section 3-5 Compliance Requirements and Audit Areas, Part F. Distributions to Owners states that “the allowable distribution for limited distribution owners is further restricted…as described in the regulatory agreement…with the balance of surplus cash required to be deposited in a residual receipts account.” Part II, Section 16 of the Project’s Regulatory Agreement dated September 1, 2024 also states that “if a Non-Profit Borrower has been permitted to take Distributions… such Non-Profit Borrower may make Distributions of such Surplus Cash, upon the following conditions… the balance of the Residual Receipts account remains equal to no less than six months of the Borrower’s required debt service.” Condition: There was one distribution paid during the year which was paid to CommCare Corporation (Owner) in the amount of $20,898. The distribution was not in compliance with the HUD regulatory requirements. The balance of the Residual Receipts account was $0 as of June 30, 2025, which is less than six months of the Borrower’s required debt service in order for distributions to be paid to the Owner. Cause: The distribution was made to CommCare Corporation (Owner) without a Residual Receipts account balance that is equal to no less than six months of the Borrower’s required debt service and without obtaining HUD approval. Effect: An improper distribution of Project funds was made, which could lead to the potential of immediate or accelerated repayment of the loan balance. Questioned costs: $20,898 Recommendation: CRI recommends that management review the HUD Healthcare Regulatory Agreement to understand the Program compliance requirements and prevent future noncompliance.

Corrective Action Plan

Finding 2025-001 – Significant Deficiency – Internal Control over Distributions to Owners Compliance Status: Completed. Planned Corrective Action: CommCare Corporation will return the $20,989 distribution to CommCare St. Tammany. CommCare St. Tammany will deposit this amount into a residual receipts account within the required 90 days after year-end. Management will review the HUD Regulatory Agreement to understand the Program compliance requirements and prevent future noncompliance. Person(s) Responsible: Alec Lundberg, CFO Estimated Completion Date: August 18, 2025

Categories

HUD Housing Programs

Programs in Audit

ALN Program Name Expenditures
14.129 MORTGAGE INSURANCE NURSING HOMES, INTERMEDIATE CARE FACILITIES, BOARD AND CARE HOMES AND ASSISTED LIVING FACILITIES $10.11M