Finding 1191677 (2025-002)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2026-03-28
Audit: 395527
Organization: M. Carter Plaza (OR)

AI Summary

  • Core Issue: The organization failed to deposit surplus cash into the residual receipts reserve account within the required sixty days after the fiscal year end, violating the Regulatory Agreement with HUD.
  • Impacted Requirements: This noncompliance is a significant deficiency and affects the accuracy of the organization’s operating cash position.
  • Recommended Follow-Up: Ensure timely deposits by improving month-end processes and hiring experienced staff to meet compliance deadlines.

Finding Text

Finding number: 2025-002 Finding type: Federal award finding Federal Assistance Listing No: 14.139 Program name: Mortgage Insurance Rental Housing in Urban Renewal Areas Federal agency: U.S. Department of Housing and Urban Development Pass-through entity: n/a Grant number: n/a Federal award year: 2025 Control deficiency type: Significant deficiency over compliance Instance of noncompliance: Yes Compliance requirement: Special Tests and Provisions Questioned costs: n/a Repeat finding: Yes Criteria: In accordance with the Regulatory Agreement with HUD, the organization is required to make annual deposits of surplus cash to the residual receipts reserve account within sixty days following the end of the fiscal year. Condition: The organization had surplus cash that was not deposited in the residual receipts reserve account within sixty days following the fiscal year end. Cause: The required deposit was not made. Effect: The organization was not in compliance with the Regulatory Agreement. In addition, by not making the required deposits, the organization’s operating cash position may be inaccurate and misleading at times. The organization may base decisions on the operating cash balances when, in fact, the cash balances would be less had the organization made the required deposits. Audit Recommendation: We recommend that the residual receipt deposit be made within sixty days following the end of the fiscal year as required by the Regulatory Agreement. Controls should be implemented to ensure compliance with this requirement. Management Response: We agree with the finding and the recommendation. The failure to make this required deposit was caused by the timing of the completion of the audit, which is used to determine the amount that is required to make the deposit. Improving month and year-end close processes and the hiring of more experienced staff will allow the audit to be completed on schedule and, consequently, the required residual reserve deposit to be completed by the required deadline.

Corrective Action Plan

Finding no.: 2025-002 Contact person(s) responsible: Kymberly Horner, Executive Director for PCRI and Matthew Wrigley, Accounting Financial and Audit Manager for Cascade Management Corrective action planned: The improvements in processes mentioned in the plan to address Fining no. 2025-001 will serve to accelerate closing procedures and help the audit to be completed on schedule allowing for the required calculation and deposit of the residual receipt reserve funds within the required time frame. Anticipated completion date: October 2026

Categories

HUD Housing Programs Special Tests & Provisions

Other Findings in this Audit

  • 1191676 2025-001
    Material Weakness Repeat
  • 1191678 2025-003
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.139 MORTGAGE INSURANCE RENTAL HOUSING IN URBAN RENEWAL AREAS $1.28M
14.195 PROJECT-BASED RENTAL ASSISTANCE (PBRA) $404,811