Finding 1225079 (2026-002)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2026
Accepted
2026-07-30
Audit: 408236
Organization: Orlando Rehabilitation Group (FL)

AI Summary

  • Core Issue: ORG advanced $2,675,000 to not-for-profit entities without HUD's written consent, violating program requirements.
  • Impacted Requirements: Unauthorized loans of project funds are prohibited, and funds can only be used for operating expenses and necessary repairs.
  • Recommended Follow-Up: ORG must seek HUD's approval for the advances and prepare for potential repayment if not authorized.

Finding Text

Information on the Federal Program: Assistance Listing number: 14.129 Program Title: Insurance - Nursing Home, Intermediate Care Facilities, Board and Care Homes, and Assisted Living Facilities Agency: United States Department of Housing and Urban Development Finding Year: 2026 Criteria or Specific Requirement: Unauthorized Loans of Project Funds Owners shall not, without written consent of HUD, assign, transfer, dispose of or encumber a personal property of the project, including rents, or pay out any funds except for reasonable operating expenses and necessary repairs. Condition: During 2025, ORG made cash advances approximating $2,675,000 to not-for-profit entities that provide skilled nursing services, which share a common board chair with ORG, which was not authorized by HUD. As of March 31, 2026 the amount outstanding was $1,950,000. HUD approval is still pending. Cause: Funds were advanced without prior written approval from HUD. Effect or Potential Effect: By advancing funds without HUD authorization, there is potential that HUD will not approve the advance and require the funds to be repaid in a manner that was different from what ORG originally planned on. Questioned Costs: N/A. Identification as a Repeat Finding: Yes – Finding 2025-001 Recommendation: ORG should request written approval from HUD on the allowability of the $2,675,000 advances to other not-for-profit entities that provide skilled nursing services. In the event that HUD does not approve the advances, ORG should seek repayment of such advances. Views of Responsible Officials and Planned Corrective Actions: See attached for management’s correction action plan.

Corrective Action Plan

To Whom it May Concern, Orlando Rehabilitation Group, Inc. has a $2.7 million dollar advance on their balance sheet. These advances were made to unaffiliated not-for-profit healthcare organizations. These advances are to be repaid by these organizations. Orlando Rehabilitation Group, Inc., was unaware that such an advance was not permitted to be made. Kane Financial Services was also unaware. The plan to correct it includes the following action steps:  Seeking approval from HUD for the $2.7M advance.  If the advance is not approved, then the repayment will occur by the organizations over an 18 month period beginning in October 2025. It is understood that such advances will not be made going forward without prior HUD approval. The contact information for oversight of the plan is: Susan Shain Executive Vice President of Finance, Kane Financial Services Email: SShain@kanefs.com Phone: 561-223-4161

Categories

HUD Housing Programs Matching / Level of Effort / Earmarking

Other Findings in this Audit

  • 1225078 2026-001
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.129 MORTGAGE INSURANCE NURSING HOMES, INTERMEDIATE CARE FACILITIES, BOARD AND CARE HOMES AND ASSISTED LIVING FACILITIES $27.05M