Finding 559253 (2024-001)

Significant Deficiency
Requirement
L
Questioned Costs
-
Year
2024
Accepted
2025-05-05

AI Summary

  • Core Issue: Management is responsible for preparing the financial statements and SEFA, but the audit team also drafts these documents, which may lead to control deficiencies.
  • Impacted Requirements: This affects the reporting compliance for the GEER II program, potentially leading to material misstatements.
  • Recommended Follow-Up: Management should carefully review the draft financial statements and SEFA for accuracy and assess the risks involved in this arrangement.

Finding Text

#2024-001 FINDING: Financial Statement and Schedule of Expenditures of Federal Awards (SEFA) Preparation Federal Program Affected: GEER II, Assistance Listing #84.425c. Compliance Requirement: Reporting. Questioned Costs: None. Condition and Cause: We were requested to draft the audited financial statements, related footnote disclosures, and SEFA as part of our regular audit services. Ultimately, it is management’s responsibility to provide for the preparation of the Foundation’s statements, footnotes, and SEFA, and the responsibility of the auditor to determine the fairness of presentation of those statements. From a practical standpoint, we do both for you at the same time in connection with our audit. This is not unusual for us to do with foundations of your size. Criteria and Effect: This control deficiency could result in a material misstatement to the financial statements or SEFA that would not be prevented or detected by your Foundation’s internal control system. Repeat Finding from Prior Year: N/A – Uniform Guidance not applicable in prior year. Recommendation: We have instructed management to review a draft of the auditor prepared financial statements and SEFA in detail for their accuracy. It is the responsibility of management and those charged with governance to make the decision whether to accept the degree of risk associated with this condition because of cost or other considerations. Response/Corrective Action Plan: See Foundation’s Corrective Action Plan

Corrective Action Plan

#2024-001 FINDING: Financial Statement and Schedule of Expenditures of Federal Awards (SEFA) Preparation Responsible Individuals: Lisa Weyer, Executive Director. Corrective Action Plan: The Foundation has accepted the risk associated with Finding #2024-001 regarding the preparation of the financial statements and SEFA and will continue to have the independent auditor prepare the annual financial statements and SEFA. Anticipated Completion Date: Ongoing.

Categories

Reporting Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1135695 2024-001
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
84.425 Education Stabilization Fund $1.39M