Finding 1214503 (2024-001)

Material Weakness Repeat Finding
Requirement
P
Questioned Costs
-
Year
2024
Accepted
2026-05-12
Audit: 401203
Organization: Home Start INC (CA)
Auditor: LEAF & COLE LLP

AI Summary

  • Core Issue: Personnel turnover led to vacant critical positions, disrupting the segregation of duties in financial and program oversight.
  • Impacted Requirements: Internal control principles require clear separation of responsibilities to minimize errors and irregularities.
  • Recommended Follow-Up: Management should assess staffing and controls, implement compensating measures like supervisory reviews and cross-training to ensure oversight continuity.

Finding Text

Finding 2024-001: Segregation of Duties and Staffing Continuity Condition During the fiscal period covered by the audit, Home Start, Inc. experienced personnel turnover that resulted in certain critical positions within the program and finance functions being vacant for periods of time. The turnover created gaps in key roles responsible for the processing, oversight, and monitoring of program funding. As a result, appropriate segregation of duties was not consistently maintained, and there was limited continuity in responsibilities for financial processing and program funding oversight during portions of the fiscal year. Criteria Effective internal control requires that duties be appropriately segregated to reduce the risk of errors or irregularities. Internal control principles established in the COSO Internal Control Framework, which is referenced in Government Auditing Standards (Yellow Book), 2018 Revision, Paragraph 6.04, emphasize the importance of assigning responsibilities to ensure that no single individual has control over all phases of a transaction. Cause Personnel turnover during the fiscal year resulted in vacancies in key positions responsible for financial and program oversight. During these periods, responsibilities were redistributed among remaining personnel, which limited the Organization’s ability to maintain consistent segregation of duties and continuity of oversight functions. Effect The lack of consistent segregation of duties and staffing continuity increased the risk that errors or irregularities in the processing and monitoring of program funding could occur and not be detected in a timely manner. Recommendation We recommend that management evaluate staffing levels and internal control procedures to ensure that key financial and program oversight responsibilities remain appropriately segregated, even during periods of personnel transition. Management should consider implementing compensating controls, such as documented supervisory reviews, cross-training of personnel, and clearly defined backup responsibilities for critical functions. Establishing these procedures will help maintain effective internal control over program funding and financial processing during periods of staff turnover.

Corrective Action Plan

Management acknowledges that personnel turnover during the fiscal year resulted in temporary gaps in segregation of duties and continuity of financial oversight. Since September 2024, the accounting team has achieved stability in key positions, significantly improving consistency in financial processes and oversight. In addition, the Organization is implementing Blackbaud Financial Edge in FY2027, which will enhance internal controls through system-based workflows, role-based permissions, and audit trails. These system improvements, combined with stabilized staffing, will strengthen segregation of duties and reduce reliance on manual compensating controls. Management is committed to maintaining appropriate staffing levels, cross-training team members, and clearly defining backup responsibilities to ensure continuity of financial operations and compliance with internal control standards. Actions Taken - Stabilized accounting and finance team staffing beginning September 2024 - Implemented cross-training and defined backup roles for key financial functions - Increased supervisory review and oversight during periods of transition - Initiated implementation of Blackbaud Financial Edge with enhanced internal control capabilities (go-live planned for FY2027)

Categories

Internal Control / Segregation of Duties Subrecipient Monitoring

Other Findings in this Audit

  • 1214497 2024-001
    Material Weakness Repeat
  • 1214498 2024-002
    Material Weakness Repeat
  • 1214499 2024-003
    Material Weakness Repeat
  • 1214500 2024-001
    Material Weakness Repeat
  • 1214501 2024-002
    Material Weakness Repeat
  • 1214502 2024-003
    Material Weakness Repeat
  • 1214504 2024-002
    Material Weakness Repeat
  • 1214505 2024-003
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.248 COMMUNITY DEVELOPMENT BLOCK GRANTS SECTION 108 LOAN GUARANTEES $653,602
14.267 CONTINUUM OF CARE PROGRAM $590,298
93.569 COMMUNITY SERVICES BLOCK GRANT $539,705
16.575 CRIME VICTIM ASSISTANCE $475,515
93.671 FAMILY VIOLENCE PREVENTION AND SERVICES/DOMESTIC VIOLENCE SHELTER AND SUPPORTIVE SERVICES $384,898
14.218 COMMUNITY DEVELOPMENT BLOCK GRANTS/ENTITLEMENT GRANTS $289,720
93.556 MARYLEE ALLEN PROMOTING SAFE AND STABLE FAMILIES PROGRAM $221,179
93.550 TRANSITIONAL LIVING FOR HOMELESS YOUTH $170,887
10.561 STATE ADMINISTRATIVE MATCHING GRANTS FOR THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM $50,515
21.009 VOLUNTEER INCOME TAX ASSISTANCE (VITA) MATCHING GRANT PROGRAM $44,317
93.778 GRANTS TO STATES FOR MEDICAID $8,077