Finding 1165304 (2024-003)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2024
Accepted
2025-12-18
Audit: 375855
Organization: Winslow Village II INC (MA)
Auditor: CBIZ CPAS PC

AI Summary

  • Core Issue: Winslow Village II, Inc. failed to make required deposits into the replacement reserve account, resulting in a shortfall of $65,380.
  • Impacted Requirements: Noncompliance with HUD regulations regarding timely deposits and maintenance of the replacement reserve.
  • Recommended Follow-Up: Management should review and adjust the budget to ensure compliance with HUD funding requirements for the replacement reserve.

Finding Text

2024-003 - SPECIAL TESTS AND PROVISIONS Significant Deficiency/Other Noncompliance Criteria In accordance with HUD regulations, Owners shall establish and maintain a replacement reserve to aid in funding extraordinary maintenance and repair and replacement of capital items. The replacement reserve funds must be deposited in a federally insured depository in an interest-bearing account. All earnings including interest on the reserve must be added to the reserve. An amount as required by HUD will be deposited monthly in the reserve fund (Regulatory Agreement, item 5 A). All disbursements from the reserve must be approved by HUD (24 CFR sections 891.405 and 891.605). Condition Winslow Village II, Inc. did not make the additional deposits into the replacement reserve account required to meet project’s capital needs based on its December 31, 2023 financial statements. In addition, the Organization did make all of the required monthly deposits into the replacement reserve account. The Organization has delinquent deposits to reserve for replacement account in the amount of $65,380. Cause Sufficient controls were not in place which resulted in failure to deposits the required funds into the replacements reserve account in a timely manner. Effect The Organization’s reserve for replacement account is not sufficiently funded. Prior Year Finding None noted. Recommendation Management should review the Organization’s budget to ensure that the replacement reserve is funded in accordance with HUD regulations. Views of Responsible Officials See corrective action plan.

Corrective Action Plan

2024-003 - SPECIAL TESTS AND PROVISIONS Auditee’s Response and Planned Corrective Action Post the 2023 audit it was determined that we would fund an internal reserve at the property level. The internal reserve was to be funded, and accounts were opened to reflect that however since the implementation of the software conversion did not complete in a timely fashion it was not reflected in the 2024 transaction. Planned Implementation Date of Corrective Action: In progress Person Responsible for Corrective Action: Marianne Correia, General Manager

Categories

Special Tests & Provisions HUD Housing Programs Significant Deficiency

Other Findings in this Audit

  • 1165303 2024-002
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.188 HOUSING FINANCE AGENCIES (HFA) RISK SHARING $1.50M
14.195 PROJECT-BASED RENTAL ASSISTANCE (PBRA) $479,521