Finding 1175536 (2025-005)

Material Weakness Repeat Finding
Requirement
L
Questioned Costs
-
Year
2025
Accepted
2026-02-26

AI Summary

  • Core Issue: Lack of segregation of duties in financial reporting increases the risk of errors or fraud.
  • Impacted Requirements: Best practices and internal control frameworks (like COSO) mandate that different individuals handle preparation, review, and submission of financial reports.
  • Recommended Follow-Up: Management should reassign tasks to ensure different people manage each step; if staffing limits this, implement independent reviews as a compensating control.

Finding Text

Segregation of Duties in Financial Reporting Federal agency: U.S. Department of Health and Human Services Federal program title: Social Services Block Grant Assistance Listing Numbers: 93.667 Award Period: January 1, 2024 – June 30, 2027 Type of Finding: • Material Weakness in Internal Control over Compliance Criteria: Best practices and internal control frameworks (ie, COSO) require segregation of duties to ensure that no one individual has control over all aspects of a financial transaction. This reduces the risk of error or fraud going undetected. Condition: During testing of both the annual financial report and the programmatic reports, it was identified that there is no segregation of duties between the individuals preparing the reports and those reviewing and submitting them as required by the grant terms. Questioned costs: No questioned costs Context: While reports were filed timely, there is no segregation of duties to ensure proper preparation and review procedures are performed. Cause: The organization has limited accounting staff, which makes it difficult to separate responsibilities among different employees. Effect: Without adequate segregation of duties, there is an increased risk of material misstatement in the financial statements, whether due to error or fraud. Repeat Finding: No Recommendation: Management should reassign responsibilities so that the preparation, review and submission of required reports is performed by different individuals. If staffing limitations prevent full segregation, compensating controls, such as periodic independent reviews by a supervisor or board member, should be implemented. Views of Responsible Officials of the Auditee: Management agrees with the finding.

Corrective Action Plan

Lack of Segregation of Duties in Financial Reporting - Compliance Recommendation: Management should reassign responsibilities so that the preparation, review and submission of required reports is performed by different individuals. If staffing limitations prevent full segregation, compensating controls, such as periodic independent reviews by a supervisor or board member, should be implemented. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Due to staffing limitations, the organization has not been able to implement the optimal level of oversight. Going forward, all reports prepared by the Accountant will undergo a formal review and approval process by the Treasurer to strengthen internal controls and ensure appropriate oversight. Names of the contact persons responsible for corrective action: Robert Loiseau, Finance Director and Gary Beaulieu, Executive Director

Categories

Internal Control / Segregation of Duties Material Weakness Reporting

Other Findings in this Audit

  • 1175535 2025-004
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.667 SOCIAL SERVICES BLOCK GRANT $550,620
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $220,660
14.267 CONTINUUM OF CARE PROGRAM $99,058
14.231 EMERGENCY SOLUTIONS GRANT PROGRAM $22,409
10.568 EMERGENCY FOOD ASSISTANCE PROGRAM (ADMINISTRATIVE COSTS) $20,000