Finding 970079 (2023-004)

Material Weakness
Requirement
A
Questioned Costs
$1
Year
2023
Accepted
2024-04-17

AI Summary

  • Core Issue: The Agency is using Housing Choice Voucher funds to cover losses in the Management program, leading to a deficit of $4,808.90.
  • Impacted Requirements: Funds from the Housing Choice Voucher program must only support its own activities, and transferring these funds to other programs is not allowed.
  • Recommended Follow-Up: The Agency should work with its fee accountant to create separate financial reports for each program or maintain distinct general ledgers to better monitor financial health and identify cost-cutting opportunities.

Finding Text

Finding 2023-004: Allowable Activities Housing Choice Voucher – 14.871 Material Weakness/Noncompliance – Activities Allowed or Unallowed Questioned Costs: $4,808.90 Criteria: In the Housing Choice Voucher program, accumulated administrative fees post fiscal year 2003 may only be used to support the Housing Choice Voucher program. Further, the transfers of HAP and associated administrative fees, even temporarily, to support another program or use are not allowed and could be considered a breach of the annual contributions contract. Condition: The Agency shares one checking account for which all bills are paid from and expenses are allocated between the Housing Choice Voucher program and the Management program. The Management program had a decrease in its unrestricted net position of $3,082.66 during the fiscal year ending September 30, 2022 which left a balance of $580.05. During the year ending September 30, 2023, unrestricted net position decreased $5,388.95 and now has a deficit balance of $4,808.90. The deficit means the Management program used Housing Choice Voucher funds to cover its expenses. The revenue source for the Management program is limited and the management fee it earns is established by USDA Rural Development as it is providing management services to Rural Rental Housing programs so any significant increase in revenue is not likely. Significant expenses would need to be cut in the Management program to make the program profitable for the deficit unrestricted net position to be funded. Cause: The Agency is not adequately monitoring its financial condition. The Agency utilizes a single general ledger to account for all of the Agency’s activities but each programs activities are accounted for in a unique account number so the Housing Choice Voucher program and Management program are not comingled into one account. However, the monthly income statement generated has all the activity listed together and does show a separate bottom line for both programs and does not allow the Agency to monitor each program separately. Effect or Potential Effect: The Housing Choice Voucher program is funding the Management programs losses and related deficit. Recommendation: The Agency should review with its fee accountant to see if a new income statement report could be generated to show each program individually. If this is not possible, the Agency should consider having separate general ledgers maintained for each program. Doing this would allow the Agency to see each programs financial condition monthly. The Agency should review areas to cut costs as both programs are losing money. The Agency must maintain a system of fairly allocating expenses between each program. View of the Responsible Officials of the Auditee: The auditee’s management agrees with the finding.

Categories

Questioned Costs Subrecipient Monitoring HUD Housing Programs Material Weakness

Other Findings in this Audit

  • 393637 2023-004
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
14.871 Section 8 Housing Choice Vouchers $753,239
14.896 Family Self-Sufficiency Program $49,277