Finding 33302 (2022-001)

Material Weakness
Requirement
N
Questioned Costs
-
Year
2022
Accepted
2023-09-07
Audit: 29586
Organization: Rescue, INC (VT)

AI Summary

  • Core Issue: Ineffective internal controls over financial reporting led to material weaknesses, increasing the risk of misstatements in federal award expenditures.
  • Impacted Requirements: Non-compliance with 2 CFR §200.303, which mandates effective internal controls and compliance with federal statutes and regulations.
  • Recommended Follow-Up: Hire an outside consultant for stronger internal controls and establish a formal policy for month and year-end accounting procedures.

Finding Text

Finding Number: 2022-001 Federal Agency: U.S. Department of Health and Human Services Pass-through Agency: State of Vermont, Department of Health Program: Immunization - COVID-19 CARES Assistance Listing Number: 93.268 Award Number: 43382 Award Year: 2022 Finding: Internal controls over financial reporting Prior Year Finding: N/A Type of Finding: Material Weakness Criteria In accordance with 2 CFR ?200.303, the non-federal entity must: (1) Establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. These internal controls should be in compliance with guidance in ?Standards for Internal Control in the Federal Government? issued by the Comptroller General of the United States or the ?Internal Control Integrated Framework?, issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). (2) Comply with the U.S. Constitution, federal statutes, regulations, and the terms and conditions of the federal awards. (3) Evaluate and monitor the non-federal entity?s compliance with statutes, regulations, and the terms and conditions of the federal awards. (4) Take prompt action when instances of noncompliance are identified including noncompliance identified in audit findings. (5) Take reasonable measures to safeguard protected personally identifiable information and other information the federal awarding agency or pass-through entity designates as sensitive or the non-federal entity considers sensitive consistent with applicable federal, state, local, and tribal laws regarding privacy and responsibility over confidentiality. Condition Management did not have effective internal controls over financial reporting. A large number of material audit adjustments were required, beginning balances were not correct and prior audit entries were not made. The creates a higher risk of material misstatement of federal award expenditures. Cause It appears that this was caused by this the COVID-19 pandemic using up a lot of the Organization?s staff in order to fulfill the services they were required to perform under federal award contracts. Also, this fiscal year being a first-year single audit most likely also contributed to the cause. Effect Poor internal controls over financial reporting create the opportunity for fraud or abuse and can cause the financial statements or the schedule of federal expenditures to be materially misstated. Whether Sampling was Statistically Valid The sample was not intended to be, and was not, a statistically valid sample. Questioned Costs: None Recommendation: We recommend that the Organization hire an outside consultant to help implement stronger internal controls over financial reporting and to help with the fiscal year end accounting close process. We also recommend that the Organization adopts a formal policy for month and year end accounting. View of Responsible Officials from the Auditee: Management agrees with finding and recommendation. The Organization is going to hire an outside bookkeeper to help with the month end close process. This person will reconcile all bank accounts in a timely manner and help with any accruals that need to be made. The Organization will formulate a comprehensive checklist of all month and year end accounting procedures to ensure that none are missed or overlooked. Also, a depreciation schedule will be kept and updated regularly to help with depreciation journal entries. Management will establish and perform a review process of all of these procedures to ensure they are being done in accordance with company policy.

Corrective Action Plan

TIMELY BANK RECONCILIATIONS: Bank statements were not being reconciled in a timely manner sometimes it was several months later that the statements were reviewed. We will hire an outside bookkeeper to facilitate bank reconciliations, which was completed at the beginning of FY23. We will also grant access for bookkeeper to Rescue, Inc.'s online bank statements. This eliminates the extra step of the bookkeeper requesting statements as they can log into the bank account and pull the statements themselves when they are ready to work on them. This was also completed in June 2023. YEAR-END ACCRUALS AND ADJUSTING ENTRIES: Year-end adjustments were not made in the prior year. This was a result of the previous auditor not completing them in a timely manner. Due to deadlines, the FY22 audit was started before the FY21 audit was completed. We will formulate a comprehensive checklist for year-end activities to ensure all accruals and adjustments are made properly. QUARTERLY TRIAL BALANCE REVIEW: Balances were not accurate as the auditor had to make many audit adjusting entries. We will schedule quarterly trial balance reviews to identify any discrepancies or anomalies. We will also document findings from the trial balance reviews and develop an action plan to address identified issues. DEPRECIATION POLICIES AND SCHEDULE: Purchased items that met capital policy guidelines were expensed. We will implement a consistent monthly schedule for maintaining and recording depreciation. We will also set up a recurring entry in QuickBooks so that the depreciation entry is made automatically monthly. The depreciation schedule will be updated promptly whenever new assets are acquired. MONTHLY ENTRIES FOR INVESTMENTS, PREPAID EXPENSES, AND DEFERRED REVENUE: Entries for these financial items were not done properly and at best, were done quarterly. We will develop clear policies for entering investment activity, prepaid expense adjustments, and deferred revenue adjustments. Also, any entries related to these accounts will be done monthly to ensure timely reflection in the financial statements.

Categories

Subrecipient Monitoring Material Weakness Reporting Matching / Level of Effort / Earmarking Internal Control / Segregation of Duties

Other Findings in this Audit

  • 609744 2022-001
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
93.268 Immunization Cooperative Agreements $6.23M
93.323 Epidemiology and Laboratory Capacity for Infectious Diseases (elc) $300,000
93.074 Hospital Preparedness Program (hpp) and Public Health Emergency Preparedness (phep) Aligned Cooperative Agreements $12,110