Finding 1174733 (2024-004)

Material Weakness Repeat Finding
Requirement
P
Questioned Costs
-
Year
2024
Accepted
2026-02-20

AI Summary

  • Core Issue: The Schedule of Expenditures of Federal Awards (SEFA) was not aligned with the Organization's financial records, leading to potential misstatements.
  • Impacted Requirements: SEFA preparation must be based on total expenditures, not just cash drawdowns, to ensure accuracy and compliance.
  • Recommended Follow-Up: Ensure SEFA is prepared by a knowledgeable employee and reviewed by another party for accuracy to strengthen internal controls.

Finding Text

Preparation of the Schedule of Expenditures of Federal Awards. Federal Program Information: Coronavirus State and Local Fiscal Recovery Funds (FAL #21.027) Condition and Criteria: The Schedule of Expenditures of Federal Awards (SEFA) is prepared using source information other than the financial reports generated by the accounting system. As a result, the Organization's internally prepared SEFA did not agree to the Organization's financial records. Prior Year Audit Finding: N/A Cause and Effect: The SEFA was prepared and reconciled to the amount of cash drawdowns for the year rather than total expenditures incurred for the year. This could result in a material misstatement in the SEFA. Context: This represents a systemic problem. Questioned Costs: None. Recommendation: The SEFA should be prepared and reconciled to the general ledger by an employee knowledgeable of the grant activity for the year. Someone other than the preparer should review the SEFA for accuracy and completeness to identify any errors and maintain proper internal controls over the preparation of the SEFA. Management’s Response: Healing Transitions acknowledges the findings noted in the Schedule of Findings and Questioned Costs. Management reviewed the matters identified and addressed them during the audit process in coordination with the auditors. Corrective actions included updating accounting treatments and disclosures related to capital assets, contributed property, and supporting schedules, as well as strengthening internal review procedures around complex or non-routine transactions. All necessary adjustments have been recorded, and management believes these actions adequately address the items noted. Management does not believe the issues identified resulted in material misstatements of the financial statements and will continue to refine internal processes to support accurate and timely financial reporting.

Corrective Action Plan

2024-004 Preparation of the Schedule of Expenditures of Federal Awards. Recommendation: The SEFA should be prepared and reconciled to the general ledger by an employee knowledgeable of the grant activity for the year. Someone other than the preparer should review the SEFA for accuracy and completeness to identify any errors and maintain proper internal controls over the preparation of the SEFA. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: The Organization has contracted with Ascend Nonprofit Solutions to provide outsourced financial accounting services beginning November 1, 2025 through Ascend’s Finance Shared Services model. The Organization will implement dual controls over preparation of the SEFA. The SEFA will be prepared by an employee knowledgeable of the grant activity for the year. Ascend will then review the SEFA for accuracy and completeness in accordance with the financial records prior to submission. Name(s) of the contact person(s) responsible for corrective action: Chris Budnick, Executive Director Planned completion date for corrective action plan: April 2026

Categories

Reporting

Other Findings in this Audit

  • 1174722 2024-001
    Material Weakness Repeat
  • 1174723 2024-001
    Material Weakness Repeat
  • 1174724 2024-001
    Material Weakness Repeat
  • 1174725 2024-002
    Material Weakness Repeat
  • 1174726 2024-002
    Material Weakness Repeat
  • 1174727 2024-002
    Material Weakness Repeat
  • 1174728 2024-003
    Material Weakness Repeat
  • 1174729 2024-003
    Material Weakness Repeat
  • 1174730 2024-003
    Material Weakness Repeat
  • 1174731 2024-004
    Material Weakness Repeat
  • 1174732 2024-004
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.959 BLOCK GRANTS FOR PREVENTION AND TREATMENT OF SUBSTANCE ABUSE $311,038
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $247,123
14.231 EMERGENCY SOLUTIONS GRANT PROGRAM $81,399
97.024 EMERGENCY FOOD AND SHELTER NATIONAL BOARD PROGRAM $78,139
14.218 COMMUNITY DEVELOPMENT BLOCK GRANTS/ENTITLEMENT GRANTS $49,500