Finding 1182267 (2025-002)

Material Weakness Repeat Finding
Requirement
B
Questioned Costs
-
Year
2025
Accepted
2026-03-24

AI Summary

  • Core Issue: The School Corporation lacks effective internal controls and documentation for $273,534 in expenditures related to the COVID-19 Education Stabilization Fund, leading to questioned costs.
  • Impacted Requirements: Compliance with federal cost principles and internal control standards under 2 CFR 200.303 and 200.403 is not met, risking future federal funding.
  • Recommended Follow-Up: Management should implement a robust internal control system and establish clear policies for documenting costs and adjustments to ensure compliance.

Finding Text

FINDING 2025-002 Subject: COVID-19 - Education Stabilization Fund - Allowable Costs/Cost Principles Federal Agency: Department of Education Federal Program: COVID-19 - Education Stabilization Fund Assistance Listings Number: 84.425D Federal Award Number and Year (or Other Identifying Number): S425D210013 Pass-Through Entity: Indiana Department of Education Compliance Requirement: Allowable Costs/Cost Principles Audit Findings: Material Weakness, Modified Opinion INDIANA STATE BOARD OF ACCOUNTS 17 PENN-HARRIS-MADISON SCHOOL CORPORATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS (Continued) Repeat Finding This is a repeat finding from the immediately prior audit report. The prior audit finding number was 2023-004. Condition and Context The Elementary and Secondary School Emergency Relief (ESSER) Fund provided funding to states and school districts to combat the effects of the coronavirus pandemic, help safely reopen and sustain the safe operation of schools, and to address the impact of the coronavirus pandemic on the nation's students. States were required to subgrant a portion of its ESSER allocation to local educational agencies (LEA). Prior to the LEAs receiving their respective subgrants, the LEAs were required to complete an application for ESSER funding, which was submitted to the Indiana Department of Education, the passthrough entity, for approval. The application included a district level budget identifying how the LEA intended to spend program funds. Per the School Corporation's approved application, program funding was budgeted for salaries and respective benefits, counseling services, and supplies. An effective internal control system was not in place at the School Corporation over adjustments into the ESSER II (CRRSA) fund to ensure compliance with requirement related to the grant agreement and the Allowable Costs/Cost Principles compliance requirement. The School Corporation transferred a total of $273,534 of expenditures made up of vendor, payroll, and related benefit payments into grant funds; however, adequate supporting documentation was not provided to determine where the expenditures were originally paid, to whom the original payment was made, and at what amount the original payment was made. The $273,534 was determined to be questioned costs. As a result, the School Corporation was unable to verify the total expenditures requested for reimbursement for the COVID-19 - Education Stabilization Fund grant. The School Corporation requested $273,534, which resulted in an over reimbursement for the COVID-19 - Education Stabilization Fund grant. The lack of internal controls and supporting documentation was isolated to the adjustments noted above. Criteria 2 CFR 200.303 states in part: "The non-Federal entity must: (a) Establish and maintain effective internal control over the Federal award that provides reasonable assurance that the non-Federal entity is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should be in compliance with guidance in 'Standards for Internal Control in the Federal Government' issued by the Comptroller General of the United States or the 'Internal Control Integrated Framework', issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). . . ." 2 CFR 200.403 states in part: "Except where otherwise authorized by statute, costs must meet the following general criteria in order to be allowable under Federal awards: INDIANA STATE BOARD OF ACCOUNTS 18 PENN-HARRIS-MADISON SCHOOL CORPORATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS (Continued) (a) Be necessary and reasonable for the performance of the Federal award and be allocable thereto under these principles. (b) Conform to any limitations or exclusions set forth in these principles or in the Federal award as to types or amount of cost items. . . . (g) Be adequately documented. . . ." 34 CFR 76.700 states: "A State and a subgrantee shall comply with § 76.500, the State plan, applicable statutes, regulations, and approved applications, and shall use Federal funds in accordance with those statutes, regulations, plan, and applications." Indiana Department of Education ESSER III Application Walk Through states in part: ". . . Please budget the appropriate items in the district budget. Be sure to include all requested items or activities in the budgeted total and include sufficient detail in the narrative boxes below. Be sure to provide sufficient detail for IDOE to determine the reasonableness, allowability, and necessity of the proposed activity. You may include additional documentation in the Attachments section of the Summary Page. . . ." Cause A proper system of internal controls was not designed by management of the School Corporation for adjustments. Additionally, proper documentation was not maintained to support adjustments. Effect Without the proper implementation of an effectively designed system of internal controls, the internal control system cannot be capable of effectively preventing, or detecting and correcting, material noncompliance. Additionally, without maintaining proper supporting documentation it is not possible to determine if the underlying costs are an allowable cost to the federal program. As a result, costs were reimbursed that did not have adequate documentation to ensure compliance with the compliance requirement. Noncompliance with the provisions of federal statutes, regulations, and the terms and conditions of the federal award could result in the loss of future federal funding to the School Corporation. Questioned Costs We identified $273,534 in known questioned costs as noted above in the Condition and Context. Recommendation We recommended that management of the School Corporation establish a proper system of internal controls and develop policies and procedures to ensure costs and adjustments are adequately documented. Views of Responsible Officials For the views of responsible officials, refer to the Corrective Action Plan that is part of this report.

Corrective Action Plan

FINDING 2025-002 Finding Subject: COVID-19 - Education Stabilization Fund - Allowable Costs/Cost Principles Contact Person Responsible for Corrective Action: Zac Quiett, Chief Financial Officer Contact Phone Number and Email Address: (574) 259-7941 zquiett@phm.k12.in.us Views of Responsible Officials: We concur with the finding. Description of Corrective Action Plan: To address the material weakness regarding grant fund adjustments and questioned costs, the School Corporation is implementing a specific protocol for Journal Entry Adjustments: Adjustment Substantiation: Future transfers of expenditures into grant funds (adjustments) will require a complete "Adjustment Packet" before processing. This packet must include the original source documentation (vendor invoice or original payroll distribution report) proving where the expenditure was originally paid and the amount. Certification: The Grant Manager and Chief Financial Officer will review the Adjustment Packet to verify the expenditure is allowable under the grant terms. Both will physically sign the packet to authorize the transfer. Retention: This signed packet will be attached to the Journal Entry in the financial system to serve as the permanent audit trail, ensuring that the "who, what, and where" of every adjustment is preserved for future verification. Anticipated Completion Date: February 1, 2026

Categories

Allowable Costs / Cost Principles

Programs in Audit

ALN Program Name Expenditures
84.027 SPECIAL EDUCATION GRANTS TO STATES 2025 $2.83M
10.555 NATIONAL SCHOOL LUNCH PROGRAM 2024 $2.74M
10.555 NATIONAL SCHOOL LUNCH PROGRAM 2025 $2.62M
84.010 TITLE I GRANTS TO LOCAL EDUCATIONAL AGENCIES 2025 $1.22M
84.010 TITLE I GRANTS TO LOCAL EDUCATIONAL AGENCIES 2024 $999,903
84.027 SPECIAL EDUCATION GRANTS TO STATES 2024 $597,784
10.553 SCHOOL BREAKFAST PROGRAM 2024 $505,585
10.553 SCHOOL BREAKFAST PROGRAM 2025 $492,308
84.367 SUPPORTING EFFECTIVE INSTRUCTION STATE GRANTS (FORMERLY IMPROVING TEACHER QUALITY STATE GRANTS) 2025 $236,831
84.367 SUPPORTING EFFECTIVE INSTRUCTION STATE GRANTS (FORMERLY IMPROVING TEACHER QUALITY STATE GRANTS) 2024 $207,452
93.778 MEDICAL ASSISTANCE PROGRAM 2025 $175,295
84.425 EDUCATION STABILIZATION FUND 2025 $160,490
93.778 MEDICAL ASSISTANCE PROGRAM 2024 $131,505
10.559 SUMMER FOOD SERVICE PROGRAM FOR CHILDREN 2025 $123,460
10.559 SUMMER FOOD SERVICE PROGRAM FOR CHILDREN 2024 $110,004
84.173 SPECIAL EDUCATION PRESCHOOL GRANTS 2025 $82,335
84.424 STUDENT SUPPORT AND ACADEMIC ENRICHMENT PROGRAM 2025 $71,048
84.424 STUDENT SUPPORT AND ACADEMIC ENRICHMENT PROGRAM 2024 $69,374
84.173 SPECIAL EDUCATION PRESCHOOL GRANTS 2024 $47,359
84.365 ENGLISH LANGUAGE ACQUISITION STATE GRANTS 2025 $42,406
84.365 ENGLISH LANGUAGE ACQUISITION STATE GRANTS 2024 $36,841
84.425 EDUCATION STABILIZATION FUND 2024 $36,083
10.582 FRESH FRUIT AND VEGETABLE PROGRAM 2025 $26,160
84.196 EDUCATION FOR HOMELESS CHILDREN AND YOUTH 2025 $9,767