Finding 8024 (2023-001)

Significant Deficiency Repeat Finding
Requirement
P
Questioned Costs
-
Year
2023
Accepted
2024-01-09
Audit: 10518
Organization: Independent School District 701 (MN)
Auditor: Sterle & CO LTD

AI Summary

  • Core Issue: There is inadequate segregation of duties in key accounting processes, increasing the risk of errors and fraud.
  • Impacted Requirements: Internal controls are insufficient to ensure compliance with financial accounting policies, as one individual often handles multiple critical tasks.
  • Recommended Follow-Up: Management should consider reassigning duties, enhancing oversight, and possibly hiring additional staff to improve controls.

Finding Text

Inadequate segregation of duties within a significant account or process - Significant Deficiency Condition: Due to the limted number of District staff, appropriate segregation of duties is not feasible for all accounting and reporting functions. Specific examples include: (a) The District places the authority over the year end financial reporting process, including all controls over procedures used to enter transaction totals into the general ledger; initiate, authorize, record, and process journal entries into the general ledger; and record recurring and nonrecurring adjustments to the financial statements with one individual (the business manager). (b) The District has several staff that have duties involving both processing and recording transactions into the general ledger. Such duties are involved in the district's cash receipting, disbursing, and payroll functions. Several employees have access to the intitial processing of the information as well as subsequent recording into the general ledger. These same staff are also responsible for reconciliation of related cash accounts. (c) The District has several departments that are responsible for the collection of fees charted to students and the general public. The departments are responsible for the collection, processing and reporting to the business office. In most instances, one individual in each department performs these duties. Criteria: Internal controls should be in place to provide adequate segregation of duties to provide reasonable assurance of compliance with District financial accounting controls and policies. Cause: Generally, the lack of segrgation is due to the limited funding available to add additional staff to appropriately divide related duties. Effect: The lack of segregation of duties creates a control deficiency because the design and operation of the control does not allow management or employees, in the normal course of performing their assigned functions to prevent or detect misstatements on a timely basis creating a more than remot likelihood that a misstatement in the Distirct's financial statements that is more than inconsequential will not be prevented or detected by the District's internal control. Many of the staff reconcile their own work. Context: The lack of segregation of duties exists within the district as a whole over all of its accounting and reporting functions. This is a common circumstance in districts of similar size. Recommendation: The District's managment needs to be cognizant of this situation which may include re-assigning duties, adding additional reconciling features, or providing appropriate oversight responsibility. Views of Responsible Officials and Planned Corrective Actions: The District is aware of the situation and will monitor as it deems appropriate. Monitoring will include educating program managers to provide additional oversight for the interim and year end reporting. Repeat Finding: Yes - prior year finding noted as 2022-001

Categories

Internal Control / Segregation of Duties Subrecipient Monitoring

Other Findings in this Audit

  • 8023 2023-001
    Significant Deficiency Repeat
  • 8025 2023-001
    Significant Deficiency Repeat
  • 584465 2023-001
    Significant Deficiency Repeat
  • 584466 2023-001
    Significant Deficiency Repeat
  • 584467 2023-001
    Significant Deficiency Repeat

Programs in Audit

ALN Program Name Expenditures
84.010 Title I Grants to Local Educational Agencies $488,693
10.553 School Breakfast Program $138,457
10.555 National School Lunch Program $98,327
84.367 Improving Teacher Quality State Grants $82,427
84.027 Special Education_grants to States $57,583
84.424 Student Support and Academic Enrichment Program $37,923
84.048 Career and Technical Education -- Basic Grants to States $33,072
84.060 Indian Education_grants to Local Educational Agencies $18,433
10.582 Fresh Fruit and Vegetable Program $17,574
21.027 Coronavirus State and Local Fiscal Recovery Funds $15,914
84.181 Special Education-Grants for Infants and Families $14,652
84.425 Education Stabilization Fund $7,940
84.173 Special Education_preschool Grants $6,989
10.558 Child and Adult Care Food Program $1,148
10.649 Pandemic Ebt Administrative Costs $628
10.559 Summer Food Service Program for Children $567