Finding 563854 (2024-002)

Significant Deficiency
Requirement
P
Questioned Costs
-
Year
2024
Accepted
2025-06-04

AI Summary

  • Core Issue: There is a significant deficiency in internal controls over financial reporting at School District 12 Education Foundation.
  • Impacted Requirements: The foundation failed to implement necessary policies for accurate accounting of transactions per US GAAP.
  • Recommended Follow-Up: Review and enhance year-end financial reporting procedures to ensure effective accrual basis reporting.

Finding Text

2024-002 – Internal Control Over Financial Reporting– Significant Deficiency Criteria: Management is responsible for the design and implementation of internal controls over year-end financial reporting, including controls over procedures used to enter transaction in the general ledger and record recurring and nonrecurring adjustments to the financial statements on an accrual basis. Condition: During the course of the audit, journal entries were required to reconcile accounts receivable, accrued expenses, and accrued PTO from a cash basis to an accrual basis, which indicate a lack of operating effectiveness of internal controls over the financial reporting process. Cause: School District 12 Education Foundation (dba Five Star Education Foundation) had not implemented policies or procedures, to the degree necessary, to ensure that all transactions are properly accounted for in accordance with US GAAP. Effect: Lack of operating effectiveness of internal controls over financial reporting resulted in significant adjustments in financial reporting. Questioned Costs: None noted. Repeat Finding: Not a repeat finding. Recommendation: We recommend School District 12 Education Foundation (dba Five Star Education Foundation) review their policies and procedures related to the yearend financial reporting process and the related controls are properly implemented to ensure accrual basis financial reporting can be achieved. View of Responsible Officials: School District 12 Education Foundation (dba Five Star Education Foundation) agrees with the finding and recommendation and has put together a corrective action plan that is included in this report.

Corrective Action Plan

Finding 2024-002: Internal Control Over Financial Reporting– Significant Deficiency Audit Finding: Management is responsible for the design and implementation of internal controls over year-end financial reporting, including controls over procedures used to enter transaction in the general ledger and record recurring and nonrecurring adjustments to the financial statements on an accrual basis. During the course of the audit, journal entries were required to reconcile accounts receivable, accrued expenses, and accrued PTO from a cash basis to an accrual basis, which indicate a lack of operating effectiveness of internal controls over the financial reporting process. Audit Recommendation: We recommend School District 12 Education Foundation (dba Five Star Education Foundation) review policies and procedures related to the year-end financial reporting process and controls should be implemented to ensure accrual basis financial reporting can be achieved. Management’s Response and Corrective Action Plan: School District 12 Education Foundation (dba Five Star Education Foundation) agrees with the finding and recommendation. These transactions were proactively shared with the auditor at the commencement of the audit and discussed. Actions were already taken to fix these processes. In 2023 an outside professional was hired to mitigate these circumstances and ensure adherence to GAAP accounting. Management is hiring new accountants to alleviate future issues in this space. Management is in the process of implementing enhanced processes and procedures to achieve the proper recording of transactions on an accrual basis. A year-end checklist will be used to ensure that all accruals are booked in accounts receivable and payables. Contact and Completion Date: Shannon Hancock, 720-972-4342, shannon.hancock@5starfoundation.org, is the primary contact, and the Executive Director at School District 12 Education Foundation (dba Five Star Education Foundation). The corrective action is expected to be resolved before the end of the next fiscal year-end of December 31, 2025.

Categories

Reporting Significant Deficiency Internal Control / Segregation of Duties

Other Findings in this Audit

  • 563849 2024-001
    Significant Deficiency
  • 563850 2024-001
    Significant Deficiency
  • 563851 2024-001
    Significant Deficiency
  • 563852 2024-001
    Significant Deficiency
  • 563853 2024-001
    Significant Deficiency
  • 563855 2024-002
    Significant Deficiency
  • 563856 2024-002
    Significant Deficiency
  • 563857 2024-002
    Significant Deficiency
  • 563858 2024-002
    Significant Deficiency
  • 1140291 2024-001
    Significant Deficiency
  • 1140292 2024-001
    Significant Deficiency
  • 1140293 2024-001
    Significant Deficiency
  • 1140294 2024-001
    Significant Deficiency
  • 1140295 2024-001
    Significant Deficiency
  • 1140296 2024-002
    Significant Deficiency
  • 1140297 2024-002
    Significant Deficiency
  • 1140298 2024-002
    Significant Deficiency
  • 1140299 2024-002
    Significant Deficiency
  • 1140300 2024-002
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
21.027 Coronavirus State and Local Fiscal Recovery Funds $30,097