Finding 634868 (2022-003)

Significant Deficiency
Requirement
P
Questioned Costs
-
Year
2022
Accepted
2023-03-30
Audit: 55905
Organization: Lutheran Seniorlife (PA)

AI Summary

  • Core Issue: St. John Lutheran Care Center lacked an approved management agreement with Lutheran SeniorLife, violating HUD requirements.
  • Impacted Requirements: The absence of an updated management contract means compliance with regulatory agreements is not met.
  • Recommended Follow-Up: St. John should finalize and submit the necessary paperwork to obtain HUD approval for the updated management agreement.

Finding Text

2022-003 Federal agency: U.S. Department of Housing and Urban Development Federal program title: Mortgage Insurance ? Nursing Homes, Intermediate Care Facilities, Board and Care Homes, and Assisted Living Facilities Assistance Living Number: 14.129 Award Period: Year Ended June 30, 2022 Type of Finding: ? Significant Deficiency in Internal Control over Compliance ? Other Matters Criteria or specific requirement: Failure to Maintain Approved Management Agreements Condition: St. John Lutheran Care Center (St. John) was charged a management fee by Lutheran SeniorLife, its parent but did not have an approved management contract meeting the requirements of the regulatory agreement. Questioned costs: $0. Context: St. John did not have an approved management agreement. Cause: St. John?s existing management agreement was with Lutheran Affiliated Services (LAS) from 1992 and had not been updated to reflect the current management fee charged by the successor to LAS, Lutheran SeniorLife. Effect: The management agreement was not approved by HUD and did not contain the provisions required by the regulatory agreement. Recommendation: St. John should enter into an approved management agreement with Lutheran SeniorLife.Views of Responsible Officials and Planned Corrective Actions: St. John updated internal agreements to reflect the change from Lutheran Affiliated Services to Lutheran SeniorLife, but neglected to complete the process with HUD. St John will submit the paperwork to obtain a certified HUD approved management agreement. While the organization was operating without this agreement in place, management fees charged were only to reimburse costs incurred in performing these management functions. During Fiscal Year 2021, St John entered into a refinancing plan with a lender in order to facilitate a repositioning of the facility and to enable facility improvements that were identified. The closing on the refinancing of the existing HUD loan took place on July 8, 2021.

Categories

HUD Housing Programs Significant Deficiency Internal Control / Segregation of Duties Special Tests & Provisions Matching / Level of Effort / Earmarking

Other Findings in this Audit

  • 58426 2022-003
    Significant Deficiency
  • 58427 2022-004
    Significant Deficiency
  • 58428 2022-001
    Significant Deficiency Repeat
  • 58429 2022-002
    Significant Deficiency
  • 634869 2022-004
    Significant Deficiency
  • 634870 2022-001
    Significant Deficiency Repeat
  • 634871 2022-002
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
14.129 Mortgage Insurance_nursing Homes, Intermediate Care Facilities, Board and Care Homes and Assisted Living Facilities $9.29M
10.766 Community Facilities Loans and Grants $2.65M
93.498 Provider Relief Fund $1.20M