Finding 1213581 (2025-001)

Material Weakness Repeat Finding
Requirement
P
Questioned Costs
-
Year
2025
Accepted
2026-05-04
Audit: 400478

AI Summary

  • Core Issue: The Organization holds cash over federal insurance limits in a bank that doesn't meet HUD guidelines.
  • Impacted Requirements: HUD mandates that cash must be in institutions with minimum GNMA ratings when exceeding insurance limits.
  • Recommended Follow-Up: Transfer funds to a compliant financial institution to align with HUD requirements.

Finding Text

Criteria: HUD guidelines require cash to be maintained in financial institutions, which meet minimum Government National Mortgage Association (GNMA) ratings, when balances exceed federal insurance limits. Condition: The Organization maintains cash balances in excess of federally insured limits in a financial institution that does not meet HUD guidelines. Questioned Costs: None. Context: The cash balance at December 31, 2025 was approximately $1,400,000, held in two financial institutions, one of which had an approximate balance of $1,200,000, which exceeded federal insurance limits by approximately $950,000. Effect: No negative effect was discovered during the audit. Cause: The Organization's cash balances held at two financial institutions exceed the federal insurance limits. Repeat Finding: Yes, prior year finding 2024-001. Recommendation: The Organization should transfer all funds to a financial institution that meets HUD guidelines.

Corrective Action Plan

Name of contact person: Jennifer Santerre, Chief Financial Officer Corrective Action: The Organization is a community based non-profit and considers supporting local businesses, including a bank, a worthwhile business practice. The Organization is currently in the process of reviewing its banking relationships, and looking at other scenarios which would involve transferring funds to another institution. Proposed Completion Date: No later than December 31, 2026.

Categories

HUD Housing Programs

Other Findings in this Audit

  • 1213582 2025-002
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.129 MORTGAGE INSURANCE NURSING HOMES, INTERMEDIATE CARE FACILITIES, BOARD AND CARE HOMES AND ASSISTED LIVING FACILITIES $16.69M