Finding 1190813 (2025-011)

Material Weakness Repeat Finding
Requirement
C
Questioned Costs
-
Year
2025
Accepted
2026-03-27
Audit: 395082
Organization: Wheeling Jesuit University INC (WV)
Auditor: BDO USA PC

AI Summary

  • Core Issue: The University failed to properly reconcile cash draws to expenditures, leading to duplicate draws for the same costs.
  • Impacted Requirements: This situation violates 2 CFR §200.305(b)(1), which mandates that advance payments must align closely with actual cash needs.
  • Recommended Follow-Up: The University should improve internal controls to ensure accurate reconciliations and prevent duplicate cash draws, minimizing the time between draws and expenditures.

Finding Text

Finding 2025-011 – C. Cash Management Information on Federal Program(s) – Research and Development Cluster (ALN 43.009, ALN 93.859) Criteria or Specific Requirement - 2 CFR §200.305(b)(1) indicates that advance payments to a non-Federal entity must be limited to the minimum amounts needed and be timed to be in accordance with actual, immediate cash requirements of the non-Federal entity in carrying out the purpose of the approved program or project. The timing and amount of advance payments must be as close as administratively feasible to the actual disbursements by the non-Federal entity for direct program or project costs and the proportionate share of any allowable indirect costs. Condition – The University was not able to provide reconciliations of funds drawn to expenditures incurred for certain funds drawn down during the current year that reconciled the amounts properly. Additionally, as formal draw down to expenditure reconciliations were not properly performed for certain draw dawns, instances were identified in which the University drew down funds twice for the same expenditure. The combination of the above also resulted in the University not minimizing the time between the date of drawdowns and the date the funds were used. Cause - Administrative oversight and insufficient internal controls. Effect or Potential Effect – The University was not in compliance with cash management requirements. Questioned Costs – None. Context – For 9 of 28 cash draws, the University did not properly perform formal reconciliations of funds drawn to expenditures. Additionally, 3 of 28 cash draws included certain expenditures for which funds were previously drawn, resulting in duplicative cash draws for the same expenditures. The above resulted in excess cash being drawn during the year ended June 30, 2025. Indication of Repeat Finding – No similar finding identified in the prior year. Recommendation – We recommend that the University enhance its procedures and internal controls over compliance to ensure that cash draws are properly reconciled to expenditures, that cash draws are only made once for each expenditure, and that time is minimized between cash draws and payment of expenditures incurred. Views of Responsible Officials – The University acknowledges that the internal controls surrounding the cash draws during fiscal year 2025 were lacking and needed to be reinforced for future fiscal years. With the hire of the new CFO and Senior Accountant post June 30, 2025 – these enhanced controls and processes have been put in place.

Corrective Action Plan

FINDING 2025-011 Name of Responsible Individual: Lisa Simon, CPA, CFO Corrective Action: The University acknowledges that the internal controls surrounding the cash draws during fiscal year 2025 were lacking and needed to be reinforced for future fiscal years. With the hire of the new CFO and Senior Accountant post June 30, 2025 – these enhanced controls and processes have been put in place. Anticipated Completion Date: Completed Fall 2025 and Ongoing

Categories

Cash Management

Other Findings in this Audit

  • 1190791 2025-002
    Material Weakness Repeat
  • 1190792 2025-002
    Material Weakness Repeat
  • 1190793 2025-003
    Material Weakness Repeat
  • 1190794 2025-003
    Material Weakness Repeat
  • 1190795 2025-004
    Material Weakness Repeat
  • 1190796 2025-005
    Material Weakness Repeat
  • 1190797 2025-005
    Material Weakness Repeat
  • 1190798 2025-005
    Material Weakness Repeat
  • 1190799 2025-005
    Material Weakness Repeat
  • 1190800 2025-006
    Material Weakness Repeat
  • 1190801 2025-007
    Material Weakness Repeat
  • 1190802 2025-007
    Material Weakness Repeat
  • 1190803 2025-008
    Material Weakness Repeat
  • 1190804 2025-009
    Material Weakness Repeat
  • 1190805 2025-009
    Material Weakness Repeat
  • 1190806 2025-009
    Material Weakness Repeat
  • 1190807 2025-009
    Material Weakness Repeat
  • 1190808 2025-009
    Material Weakness Repeat
  • 1190809 2025-009
    Material Weakness Repeat
  • 1190810 2025-010
    Material Weakness Repeat
  • 1190811 2025-010
    Material Weakness Repeat
  • 1190812 2025-011
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.268 FEDERAL DIRECT STUDENT LOANS $5.37M
84.063 FEDERAL PELL GRANT PROGRAM $1.25M
43.009 MISSION SUPPORT $354,544
93.859 BIOMEDICAL RESEARCH AND RESEARCH TRAINING $177,029
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $146,582
84.033 FEDERAL WORK-STUDY PROGRAM $95,761
84.379 TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANTS (TEACH GRANTS) $16,974
84.038 FEDERAL PERKINS LOAN PROGRAM_FEDERAL CAPITAL CONTRIBUTIONS $0