Finding 1186605 (2025-005)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2026-03-25
Audit: 394300
Organization: Summit Academy Oic (MN)

AI Summary

  • Core Issue: The Academy failed to return credit balances to students within the required 14-day timeframe.
  • Impacted Requirements: Non-compliance with 34 CFR 668.164(h)(1) regarding timely refunds of credit balances.
  • Recommended Follow-Up: Implement a process to ensure timely refunds to comply with Department of Education regulations.

Finding Text

2025 – 005: Special Testing - Credit Balances Federal Agency: Department of Education Federal Program Title: Student Financial Aid Cluster – Various Assistance Listing Numbers: Various Federal Award Identification Number and Year: Various Pass-Through Agency: N/A Pass-Through Number: N/A Award Period: July 1, 2024, through June 30, 2025 Type of Finding: • Significant Deficiency in Internal Control Over Compliance • Other Matters Criteria or specific requirement: The Code of Federal Regulations, 34 CFR 668.164(h)(1), A title IV, HEA credit balance must be paid directly to the student or parent as soon as possible, but no later than (i) Fourteen (14) days after the balance occurred if the credit balance occurred after the first day of class of a payment period; or (ii) Fourteen (14) days after the first day of class of a payment period if the credit balance occurred on or before the first day of class of that payment period. Condition: During our testing, we noted 3 out of the 5 students tested had credit balances that were not returned to the student or parent within 14 days of the credit balance occurring. Questioned costs: None Context: During our testing, it was noted the Academy does not have a process in place to ensure timeliness of funds being returned to the student based on the regulations set forth by the Department of Education. Cause: The Academy did not have a process in place to ensure the refunds are completed timely. Effect: The Academy is not in compliance with Department of Education requirements that state the credit balance must be returned no later than 14 days. Repeat finding: No Recommendation: We recommend that the Academy implement a process to ensure credit balances are returned timely based on the regulations set forth by the Department of Education. Views of responsible officials: There is no disagreement with the audit finding.

Corrective Action Plan

Student Financial Assistance Cluster – Assistance Listing No. Various Recommendation: We recommend that the Academy implemented a process to ensure credit balances are returned timely based on the regulations set forth by the Department of Education. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: Financial Aid Coordinators have been instructed to run the credit balance report more frequently after aid has been posted to identify students with a credit balance. Also, once a request has been made to rectify the credit balance, it will become top priority to ensure its completion is within 10 days. Name(s) of the contact person(s) responsible for corrective action: Rachael Farnell Planned completion date for corrective action plan: 07/01/2025 If the Department of Education has questions regarding this plan, please call Rachael Farnell at (612-278-5271)

Categories

Student Financial Aid Significant Deficiency Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1186591 2025-001
    Material Weakness Repeat
  • 1186592 2025-002
    Material Weakness Repeat
  • 1186593 2025-003
    Material Weakness Repeat
  • 1186594 2025-004
    Material Weakness Repeat
  • 1186595 2025-005
    Material Weakness Repeat
  • 1186596 2025-001
    Material Weakness Repeat
  • 1186597 2025-002
    Material Weakness Repeat
  • 1186598 2025-003
    Material Weakness Repeat
  • 1186599 2025-004
    Material Weakness Repeat
  • 1186600 2025-005
    Material Weakness Repeat
  • 1186601 2025-001
    Material Weakness Repeat
  • 1186602 2025-002
    Material Weakness Repeat
  • 1186603 2025-003
    Material Weakness Repeat
  • 1186604 2025-004
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.063 FEDERAL PELL GRANT PROGRAM $1.66M
17.289 COMMUNITY PROJECT FUNDING/CONGRESSIONALLY DIRECTED SPENDING $773,653
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $35,410
84.033 FEDERAL WORK-STUDY PROGRAM $12,727