Finding 1215726 (2025-003)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2026-05-28
Audit: 402402
Organization: Baldwin Care Center, Inc. (WI)
Auditor: WIPFLI LLP

AI Summary

  • Core Issue: The Facility's debt service coverage ratio is 1.14, falling short of the required 1.25 ratio as of December 31, 2025.
  • Impacted Requirements: This noncompliance violates the debt agreement with Compeer Financial, which mandates maintaining a minimum ratio based on audited financial statements.
  • Recommended Follow-Up: Management should assess the resident mix and increase resident days while managing expenses to improve profitability and meet the required ratio.

Finding Text

Finding 2025-003 - Noncompliance with Required Debt Covenant Financial Ratio Condition: As of December 31, 2025, the Facility’s debt service coverage ratio was 1.14, which is below the Facility’s required ratio under their debt agreement covenant of at least 1.25 to 1.00. Criteria: Under the terms of the Facility’s October 1, 2012, debt indenture agreement for the loan with Compeer Financial Agricultural Credit Association that is a USDA guaranteed loan, the Facility is required to maintain a debt service coverage ratio of at least 1.25 to 1.00 measured annually based upon the audited financial statements. Cause: The Facility’s level of revenue in excess of expenses for the year ended December 31, 2025, compared to current future debt payments resulted in not meeting the debt service coverage ratio debt covenant requirement of at least 1.25 to 1.00 as of December 31, 2025. Effect: The Facility’s debt service coverage ratio as of December 31, 2025, was below the required level. Recommendation: We recommend management put processes into place to evaluate the Facility’s resident mix and increase resident days, while continuing to contain related variable and fixed expenses to increase the Facility’s profitability. View of responsible Officials: Management will continue to evaluate the Facility’s resident mix and manage resident days while continuing to contain related variable and fixed expenses to increase the Facility’s profitability.

Corrective Action Plan

2025-003 – Noncompliance with Required Debt Covenant Financial Ratio Federal Agency: U.S. Department of Agriculture, Rural Development, CFDA #10.766 Community Facilities Loans and Grants Cluster Corrective Action Plan: Management will continue to evaluate the Facility’s resident mix and manage resident days while continuing to contain related variable and fixed expenses to increase the Facility’s profitability. Responsible Party: Mariah Voeltz, Administrator Estimated completion date: June 30, 2026

Categories

Matching / Level of Effort / Earmarking

Other Findings in this Audit

  • 1215725 2025-003
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
10.766 COMMUNITY FACILITIES LOANS AND GRANTS $2.28M