Finding 1222228 (2025-001)

Material Weakness Repeat Finding
Requirement
B
Questioned Costs
-
Year
2025
Accepted
2026-06-30

AI Summary

  • Issue: Expenses were not recorded when they occurred, leading to inaccuracies in financial reporting.
  • Impact: This misalignment overstated the current year’s net position due to improper cash account entries.
  • Recommendation: Establish controls to ensure timely recognition of expenses and ensure financial records match audited statements.

Finding Text

Criteria: Expense was not recognized in accordance with generally accepted accounting principles. Condition and Context: Expense was not properly recognized in the period the expense was incurred. Bank transactions were recorded into another cash account instead of being expensed, which overstated the current year change in net position. Effect: Expense was not recognized in the appropriate period. Management has corrected as a result of the audit. Cause: Accounting records are maintained on a cash basis throughout the year. Control procedures were not implemented to ensure adjustments to recognize activity in the appropriate period. Recommendation: Implement procedures and related controls to ensure transactions are made to recognize activity when expense is incurred. Correcting journal entries, if any, should be made timely and financial records should agree to the audited financial statements. Management Response: Management agrees with finding. Procedures are being implemented to ensure appropriate recognition, see attached corrective action plan.

Corrective Action Plan

The Executive Director and Fiscal Manager will review the month end compilation reports provided for the Housing Authority. Unexpected variances in accounts or new accounts for the month will be main focus of the review. Monthly reports will also be reviewed at bi-monthly board meetings. Implementation date of July 1, 2026 Responsible Party: Jodi Whitmore, Executive Director

Categories

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Programs in Audit

ALN Program Name Expenditures
14.871 SECTION 8 HOUSING CHOICE VOUCHERS $1.74M
93.667 SOCIAL SERVICES BLOCK GRANT $423,453
93.778 GRANTS TO STATES FOR MEDICAID $199,355
93.043 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART D, DISEASE PREVENTION AND HEALTH PROMOTION SERVICES $45,020
93.052 NATIONAL FAMILY CAREGIVER SUPPORT, TITLE III, PART E $43,629
93.053 NUTRITION SERVICES INCENTIVE PROGRAM $22,682
93.324 STATE HEALTH INSURANCE ASSISTANCE PROGRAM $20,416
93.071 MEDICARE ENROLLMENT ASSISTANCE PROGRAM $20,330
93.045 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART C, NUTRITION SERVICES $11,000
93.044 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART B, GRANTS FOR SUPPORTIVE SERVICES AND SENIOR CENTERS $6,208