Finding 1214686 (2025-001)

Material Weakness Repeat Finding
Requirement
J
Questioned Costs
-
Year
2025
Accepted
2026-05-14

AI Summary

  • Core Issue: There is a material weakness in internal controls over compliance related to financial management for the CDBG program, leading to significant discrepancies in accounts.
  • Impacted Requirements: The Organization failed to meet the compliance requirement of maintaining accurate financial management systems as mandated by 2 CFR §200.302.
  • Recommended Follow-Up: Implement formal monthly reconciliation procedures for cash and grant accounts, assign responsibilities, and enhance oversight to prevent errors and ensure timely corrections.

Finding Text

2025-001: Material Weakness in Internal Control over Compliance – Financial Management Federal Program: Community Development Block Grant (CDBG) Cluster – CFDA No. 14.218 Federal Agency: U.S. Department of Housing and Urban Development (HUD) Assistance Listing Number: 14.218 Compliance Requirement: Financial Management Type of Finding: Material Weakness in Internal Control over Compliance Criteria: In accordance with 2 CFR §200.302, non-federal entities must maintain financial management systems that provide accurate, current, and complete disclosure of financial results and include effective control over and accountability for all funds, including cash and grant-related balances. Condition: The Organization did not perform timely reconciliations of grant revenue, receivable, and cash accounts, resulting in material discrepancies at year-end. Audit procedures identified material adjustments to grant-related accounts across multiple federal programs, as well as several large adjustments to cash balances due to duplicate and erroneous entries that were not identified through the Organization’s internal control processes. These adjustments were subsequently identified and recorded with the assistance of an external CPA firm after year-end; however, the corrections were not made in a timely manner and were not part of the Organization’s established internal control procedures, contributing to delays in the completion of the audit. Although the CDBG program did not have current-year activity, this control deficiency is entity-wide and affects the Organization’s ability to accurately account for federal awards, including the CDBG program. Cause: The condition appears to be due to insufficient internal controls over financial reporting, including lack of timely reconciliations, inadequate review of transactions, and insufficient oversight of cash activity. A contributing factor to these control deficiencies was significant staffing changes during the year, including the loss of key personnel and the death of the Organization’s founder, which impacted the Organization’s ability to maintain consistent financial management processes over federal awards. Effect: A material weakness in internal control over compliance existed, as there is a reasonable possibility that material noncompliance with federal financial management requirements would not be prevented or detected and corrected on a timely basis. Questioned Costs: None identified. Context: Material discrepancies were identified in grant-related accounts across multiple federal programs and in cash accounts, requiring audit adjustments to properly state balances. Recommendation: We recommend implementation of formal reconciliation procedures for all significant accounts, including monthly reconciliations of cash and grant-related accounts, assignment of responsibility, and documented supervisory review. Management should also implement controls to identify and prevent duplicate or erroneous entries. Views of Responsible Officials: Management has acknowledged the condition and has taken corrective actions, including engaging an external CPA firm, hiring new key accounting personnel, and implementing enhanced reconciliation and review procedures to strengthen internal controls.

Corrective Action Plan

Year Ended June 30, 2025 Finding Number: 2025-001 Finding Title: Material Weakness in Internal Control over Financial Reporting and Compliance Name of Contact Person: Beverly Smith, COO Corrective Action Plan: The Organization has engaged an external CPA firm subsequent to year-end to assist with reconciling grant revenue, receivable, and cash accounts and to support improvements in financial reporting processes. Management acknowledges that these corrections occurred after year-end and were not part of the Organization’s internal control process and contributed to delays in the completion of the audit. In addition, the Organization has hired new key accounting personnel to strengthen internal financial reporting capacity and oversight. Going forward, the Organization will implement formal procedures requiring monthly reconciliation of all significant accounts, including cash and grant-related accounts. Responsibilities for preparation and review of reconciliations will be clearly assigned, and all reconciliations will be documented and reviewed by management in a timely manner. In addition, the Organization will implement enhanced controls over cash activity and journal entries, including review procedures designed to identify and prevent duplicate or erroneous entries. Management will also increase oversight of the financial reporting process to ensure that account balances are accurate and supported throughout the year. Anticipated Completion Date: June 30, 2026

Categories

Internal Control / Segregation of Duties

Programs in Audit

ALN Program Name Expenditures
14.239 HOME INVESTMENT PARTNERSHIPS PROGRAM $4.04M
14.218 COMMUNITY DEVELOPMENT BLOCK GRANTS/ENTITLEMENT GRANTS $3.86M
93.600 HEAD START $2.18M
14.228 COMMUNITY DEVELOPMENT BLOCK GRANTS/STATE'S PROGRAM AND NON-ENTITLEMENT GRANTS IN HAWAII $460,024
17.258 WIOA ADULT PROGRAM $113,024
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $88,784
93.959 BLOCK GRANTS FOR PREVENTION AND TREATMENT OF SUBSTANCE ABUSE $14,291