Finding 1224902 (2025-002)

Material Weakness Repeat Finding
Requirement
AB
Questioned Costs
-
Year
2025
Accepted
2026-07-29

AI Summary

  • Core Issue: Inaccurate or unreviewed year-end cash reconciliations led to uncorrected financial misstatements.
  • Impacted Requirements: Internal controls over financial reporting were not effectively maintained, violating compliance with cost principles.
  • Recommended Follow-Up: Implement stronger close procedures by designating individuals for preparation and review of reconciliations, ensuring documentation of the review process.

Finding Text

Finding Number: 2025-002 Repeat Finding: No Type of Finding: Material Weakness in Internal Control Over Financial Reporting Description: Account Reconcilations Major Program: Aging Cluster Questioned Costs: None How the questioned costs were computed: N/A Compliance Requirement: Activities Allowed or Unallowed and Allowable Costs, Cost Principles Condition: During our review of cash accounts and related reconciliations, we noted that certain year-end reconciliations were inaccurate or had not been reviewed. These conditions resulted in uncorrected misstatements, as summarized in the attached schedule. Criteria: Management is responsible for establishing and maintaining effective internal control over financial reporting to provide reasonable assurance that financial information is accurate, complete, and available on a timely basis. Effective internal controls include timely and accurate reconciliation of cash and other key balance sheet accounts, together with documented review and approval by an individual separate from the preparer. Cause: The Agency’s month-end and year-end close procedures did not consistently require reconciliations for cash and other key balance sheet accounts to be prepared accurately, completed timely, and reviewed by a separate individual. In addition, evidence of review, including the date of review and follow-up on reconciling items or unusual balances, was not consistently documented. Effect: As a result, errors in cash and related balance sheet accounts were not prevented or detected and corrected on a timely basis, resulting in uncorrected misstatements. Inaccurate or unreviewed reconciliations increase the risk that financial information provided to management and those charged with governance may be incomplete, inaccurate, or not available timely for decision-making and financial reporting purposes. Recommendation: We recommend that the Agency strengthen its month-end and year-end close procedures by requiring a designated individual to prepare reconciliations for cash and other key balance sheet accounts and requiring a separate individual to review and approve those reconciliations. Evidence of review should be documented, including the date of review and any follow-up performed on reconciling items or unusual balances. View of Responsible Officials: Management agrees with the finding and has developed a written corrective action plan.

Corrective Action Plan

Finding 2025-002: Account Reconciliations Type of Finding: Material Weakness in Internal Control Over Financial Reporting and Internal Control Over Compliance Corrective Action Narrative: Spectrum Generations will strengthen the balance sheet reconciliation process and supervisory review controls across significant accounts. Planned Corrective Actions: Controller will prepare monthly reconciliations for all significant balance sheet accounts, including cash, AR, prepaid expenses, refundable advances, deferred revenue, notes payable and other material accounts. Each reconciliation will include the general ledger balance, supporting detail, reconciling items, preparer name, and date prepared. CFO will perform and document secondary review, including date of review and follow-up on unresolved items. A standardized reconciliation template and balance sheet close checklist will be used agency-wide. Responsible Officials: Controller and CFO Expected Outcome: Formal monthly reconciliations and documented supervisory review will improve financial reporting accuracy and strengthen compliance oversight.

Categories

Allowable Costs / Cost Principles Material Weakness Reporting

Other Findings in this Audit

  • 1224900 2025-002
    Material Weakness Repeat
  • 1224901 2025-002
    Material Weakness Repeat
  • 1224903 2025-003
    Material Weakness Repeat
  • 1224904 2025-003
    Material Weakness Repeat
  • 1224905 2025-003
    Material Weakness Repeat
  • 1224906 2025-004
    Material Weakness Repeat
  • 1224907 2025-004
    Material Weakness Repeat
  • 1224908 2025-004
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.045 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART C, NUTRITION SERVICES $1.14M
93.044 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART B, GRANTS FOR SUPPORTIVE SERVICES AND SENIOR CENTERS $591,562
93.052 NATIONAL FAMILY CAREGIVER SUPPORT, TITLE III, PART E $212,530
93.667 SOCIAL SERVICES BLOCK GRANT $181,919
93.734 EMPOWERING OLDER ADULTS AND ADULTS WITH DISABILITIES THROUGH CHRONIC DISEASE SELF-MANAGEMENT EDUCATION PROGRAMS – FINANCED BY PREVENTION AND PUBLIC HEALTH FUNDS (PPHF) $147,212
93.324 STATE HEALTH INSURANCE ASSISTANCE PROGRAM $137,600
93.053 NUTRITION SERVICES INCENTIVE PROGRAM $101,435
93.912 RURAL HEALTH CARE SERVICES OUTREACH, RURAL HEALTH NETWORK DEVELOPMENT AND SMALL HEALTH CARE PROVIDER QUALITY IMPROVEMENT $86,556
93.071 MEDICARE ENROLLMENT ASSISTANCE PROGRAM $74,172
93.791 MONEY FOLLOWS THE PERSON REBALANCING DEMONSTRATION $67,827
93.048 SPECIAL PROGRAMS FOR THE AGING, TITLE IV, AND TITLE II, DISCRETIONARY PROJECTS $43,050
10.565 COMMODITY SUPPLEMENTAL FOOD PROGRAM $38,849
93.495 COMMUNITY HEALTH WORKERS FOR PUBLIC HEALTH RESPONSE AND RESILIENT $36,817
93.043 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART D, DISEASE PREVENTION AND HEALTH PROMOTION SERVICES $34,021
10.576 SENIOR FARMERS MARKET NUTRITION PROGRAM $20,000
97.024 EMERGENCY FOOD AND SHELTER NATIONAL BOARD PROGRAM $7,138