Finding 565133 (2023-002)

Material Weakness
Requirement
P
Questioned Costs
-
Year
2023
Accepted
2025-06-17
Audit: 359065
Organization: The Baltimore Station, Inc. (MD)

AI Summary

  • Core Issue: Timely bank reconciliations and financial reports were not prepared, increasing risks of errors and fraud.
  • Impacted Requirements: Management must ensure proper internal controls and timely reporting to the Board for effective oversight.
  • Recommended Follow-Up: Implement a plan for timely reconciliations and ensure the Board reviews and documents financial reports regularly.

Finding Text

Internal Control Material Weakness - Financial Reporting, Closing & Board Oversight Criteria: Management is responsible for implementing proper internal controls surrounding the financial reporting and closing process on a monthly and annual basis. The reconciliation of bank balances to the accounting system is the most basic and primary control process performed. Failure to complete accurate and timely reconciliations may allow for accounting errors, theft, and or fraud to occur without timely detection. Additionally, failure to provide financial reports to the Board for review in a timely manner results in ineffective monitoring controls. Condition: During our audit, we noted the monthly bank reconciliations and monthly financials were not prepared or reviewed in a timely manner, which led to some transactions not being properly accrued in the correct accounting period. Cause: The Station experienced turnover with personnel responsible for preparing and reviewing financial reports. No backup or contingency plan was in place to ensure financial reporting packages were delivered to the Board timely for review. Effect: Failure to complete reconciliations monthly increases the possibility that the Station will not be able to analyze, classify and record its transactions correctly. Further, the lack of accurate monthly reporting and review by the Board increases the risk of theft or fraud over the cash cycle and could lead to inaccurate reporting within the financial statements. Recommendation: The Station should prepare monthly bank (and other trial balance account) reconciliations on a timely basis. Any variances should be investigated, documented and corrected. In addition, the Board should review the monthly financials, including monthly bank reconciliations, and document the completion of their review and approval. Management's Response: See Corrective Action Plan

Corrective Action Plan

Corrective Action Plan: 1. Standardize financial reporting procedures: • Accountant and ED will meet bi-weekly to review revenue and expenses • Accountant will meet with Donor Operations Manager monthly to confirm fund development revenue and expenses are properly allocated to the correct GL code • Accountant will send monthly financials to ED first for review • Once approved, ED will send monthly financials to Finance Committee Chair and BOD President • Finance Committee Chair will send to full board • Any questions will be addressed to the Finance Committee Chair • Budget will be reviewed at monthly leadership meetings • Regularly assess and refine, as applicable, financial reporting and closing processes to improve efficiency and accuracy 2. Finance Committee • Effective 9/2023, the finance committee was re-instituted to review financials and to implement stronger financial safeguards for TBS • Monthly meetings are held where financial performance and reports are reviewed in depth • Any anticipated risks will be reviewed • Finance Committee prepares annual budget with input from ED and BOD President 3. Board reporting • BOD members will receive monthly financial packet from Finance Committee Chair for review • Any questions will be directed to the Finance Committee Chair • Each quarterly board meeting will include a budget review highlighting projections and actuals vs budgeted • First board meeting of year will include comprehensive review of previous year Anticipated completion date: 1. Ongoing 2. Ongoing 3. Ongoing

Categories

Reporting Internal Control / Segregation of Duties Subrecipient Monitoring Material Weakness

Other Findings in this Audit

Programs in Audit

ALN Program Name Expenditures
64.024 Va Homeless Providers Grant and Per Diem Program $1.19M
64.024 Va Safe Haven Program $142,876
14.231 Emergency Solutions Grant Program $111,591
64.024 Va Capital Grant $85,566