Finding 1210857 (2025-002)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2026-04-29
Audit: 400188
Organization: Cornelia House (MN)
Auditor: WIPFLI LLP

AI Summary

  • Core Issue: The Project has $26,714 in receivables from related parties, which exceeds authorized distribution limits.
  • Impacted Requirements: Funds can only be distributed for management fees, reimbursements, or allowable surplus cash, making excess amounts unauthorized.
  • Recommended Follow-Up: The Project should seek repayment from affiliates and strictly adhere to distribution guidelines to avoid regulatory violations.

Finding Text

Condition: The Project has receivables, totaling $26,714, from related parties at year end. Criteria: The Project may only distribute funds to affiliates up to the amount required for management fees, as reimbursement for payroll, benefits, and operating expenses, or from allowable distributions of surplus cash taken only after the semiannual or annual surplus cash calculations. Amounts in excess are unauthorized distributions. Cause: Management oversight. Effect: The Project is in violation of its regulatory agreement. Recommendation: The Project should request the affiliates repay the amounts due and ensure payments to affiliates are only for management fees, as reimbursement for payroll, benefits, and operating expenses, or from allowable distributions of surplus cash taken only after the semiannual or annual surplus cash calculations. View of Responsible Officials: Management is aware of the related party receivable and reconciles these balances to be reimbursed timely. The Project will request repayment from the affiliates and will continue to monitor related party activity to ensure the Project does not pay reimbursements or advances to affiliates in excess of allowed expenditures or allowable distributions of surplus cash.

Corrective Action Plan

View of Responsible Officials: Management is aware of the related party receivable and reconciles these balances to be reimbursed timely. The Project will request repayment from the affiliates and will continue to monitor related party activity to ensure the Project does not pay reimbursements or advances to affiliates in excess of allowed expenditures or allowable distributions of surplus cash. Responsible Party: Collyn Iblings, CFO Estimated Completion: Resolved. Related party receivable was properly refunded in April 2026.

Categories

Cash Management Internal Control / Segregation of Duties

Programs in Audit

ALN Program Name Expenditures
14.135 MORTGAGE INSURANCE_RENTAL AND COOPERATIVE HOUSING FOR MODERATE INCOME FAMILIES AND ELDERLY, MARKET INTEREST RATE $3.06M