Finding 1216161 (2025-004)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2026-05-29
Audit: 402646
Organization: Barton College (NC)

AI Summary

  • Core Issue: The College miscalculated refunds for two students who withdrew, leading to untimely returns of Title IV funds.
  • Impacted Requirements: The College must accurately determine and return unearned Title IV funds within the required timeframe to comply with federal regulations.
  • Recommended Follow-Up: Strengthen internal controls by training staff on Title IV requirements, implementing a secondary review process, and ensuring timely processing of refunds.

Finding Text

Condition: During testing of Return of Title IV Funds calculations, we noted two instances in which the College incorrectly calculated the refund due for a student who withdrew during the payment period. As a result of the incorrect calculation, Title IV funds that should have been returned were not refunded timely. Criteria: For students who withdraw, the College is required to determine the amount of Title IV assistance earned as of the student’s withdrawal date and calculate any unearned Title IV funds that must be returned. Any unearned Title IV funds for which the College is responsible must be returned within the required timeframe. Cause: The College did not maintain effective internal controls over the preparation and review of Return of Title IV Funds calculations to ensure the withdrawal date, percentage earned, and amount of unearned aid subject to return were calculated accurately and that any required refund was processed timely. Effect: Failure to accurately calculate and return unearned Title IV funds may result in noncompliance with federal requirements and could cause the Institution to retain federal funds to which it was not entitled. Questioned Costs: Context: Of the five Return of Title IV Funds calculations tested, two exceptions were identified related to an incorrect calculation that resulted in no refund being issued when a return of funds was required. Recommendation: We recommend the Institution strengthen internal controls over the Return of Title IV Funds process by ensuring personnel performing the calculation are adequately trained on Title IV refund requirements; implementing a documented secondary review of all Return of Title IV Funds calculations; verifying that all required refunds are processed within the prescribed timeframe; and monitoring exceptions to ensure corrective action is taken promptly.

Corrective Action Plan

Ruth Casper has redesigned Barton’s Return to Title IV worksheet designed to eliminate errors. Additionally, Ruth has been assigned specific responsibility of verification and approval controls before initiating a return to Title IV action can occur without infringing upon required reporting timelines. This situation stemmed primarily from the same person who is no longer at Barton College. Management is assured that this situation will not occur under Ruth Casper’s leadership teamed with the revised internal verification and reporting controls.

Categories

Student Financial Aid Subrecipient Monitoring Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1216160 2025-003
    Material Weakness Repeat
  • 1216162 2025-005
    Material Weakness Repeat
  • 1216163 2025-006
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.268 FEDERAL DIRECT STUDENT LOANS $7.72M
84.063 FEDERAL PELL GRANT PROGRAM $3.14M
84.033 FEDERAL WORK-STUDY PROGRAM $209,392
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $146,683