Loretto O’Brien Road Housing Development Fund Company, Inc.

EIN: 161594409

UEI: TH8GVFQE7FY1

Data as of August 23, 2026

Loretto O’Brien Road Housing Development Fund Company, Inc.10 audit years5 findings1 repeat
10
Audit Years
5
Total Findings
1
Repeat Findings

FY 2023-03-31

Management decision deadline — for entities that funded this organization

The FAC accepted this audit on December 5, 2023. Under 2 CFR 200.521(d), a pass-through entity that provided federal funds to this organization for this audit period must issue a management decision on these findings by June 5, 2024 (809 days ago).

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2023-001
Special Tests & Provisions
REPEAT

The reserve for replacements account was underfunded by $1,400 (one month’s payment) as of March 31, 2023. Context: We reviewed the deposits into the reserve for replacements during the year. Cause: O’Brien Road Senior Apartments lacked adequate cash flow in 2023 to make all required deposits as the HUD tenant assistance payments were delayed with the renewal of the Project Rental Assistance Contract. Effect: O’Brien Road Senior Apartments was not in compliance with the regulatory agreement. Recommendation: We recommend that O’Brien Road Senior Apartments make the remaining $1,400 deposit into the reserve for replacements when cash flow is sufficient. Views of management and planned corrective action: O’Brien Road Senior Apartments agrees with the finding and the required payment was made in April 2023.

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Finding 2023-001: Supportive Housing for the Elderly (Section 202), Federal Assistance Listing Number 14.157 Criteria: Per the regulatory agreement, O’Brien Road Senior Apartments is required to make monthly deposits of $1,400 into a reserve fund for replacements. Condition: The reserve for replacements account was underfunded by $1,400 (one month’s payment) as of March 31, 2023. Context: We reviewed the deposits into the reserve for replacements during the year. Cause: O’Brien Road Senior Apartments lacked adequate cash flow in 2023 to make all required deposits as the HUD tenant assistance payments were delayed with the renewal of the Project Rental Assistance Contract. Effect: O’Brien Road Senior Apartments was not in compliance with the regulatory agreement. Recommendation: We recommend that O’Brien Road Senior Apartments make the remaining $1,400 deposit into the reserve for replacements when cash flow is sufficient. Views of management and planned corrective action: O’Brien Road Senior Apartments agrees with the finding and the required payment was made in April 2023.

Corrective Action Plan

U.S. Department of Housing and Urban Development Loretto O’Brien Road Housing Development Fund Company, Inc. (O’Brien Road Senior Apartments), HUD Project No. 014-EE262/NY06-S061-007 respectfully submits the following corrective action plan for the year ended March 31, 2023. Name and address of independent public accounting firm: Bonadio & Co., LLP 432 North Franklin Street #60 Syracuse, New York 13204 Audit period: April 1, 2022 – March 31, 2023 The findings from the 2023 schedule of findings and questioned costs are discussed below. The findings are numbered consistently with the numbers assigned in the schedule. FINDINGS – FINANCIAL STATEMENT AUDIT None FINDINGS – FEDERAL AWARD PROGRAM AUDIT Finding 2023-001: Supportive Housing for the Elderly (Section 202), Federal Assistance Listing Number 14.157 Recommendation: Our auditors recommended that we make the remaining $1,400 deposit into the reserve for replacements when cash flow was sufficient. Action Taken: O’Brien Road Senior Apartments made the required payment in April 2023. Name of Contact Person Responsible for Corrective Action: Kyle Lyskawa, CFO, (315) 424-1821. Completion Date: April 2023

Prior Finding References

2022-001

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FY 2022-03-31

FAC accepted this audit on November 15, 2022 — management decision was due May 15, 2023.

2022-001
Special Tests & Provisions

The reserve for replacements account was underfunded by $1,400 (one month?s payment) as of March 31, 2022. Context: We reviewed the deposits into the reserve for replacements during the year. Cause: O?Brien Road Senior Apartments lacked adequate cash flow in 2022 to make all required deposits as the HUD tenant assistance payments were delayed with the renewal of the Project Rental Assistance Contract. Effect: O?Brien Road Senior Apartments was not in compliance with the regulatory agreement. Recommendation: We recommend that O?Brien Road Senior Apartments make the remaining $1,400 deposit into the reserve for replacements when cash flow is sufficient. Views of management and planned corrective action: O?Brien Road Senior Apartments agrees with the finding and the required payment was made in April 2022.

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Full finding narrative

Finding 2022-001: Supportive Housing for the Elderly (Section 202), Federal Assistance Listing Number 14.157 Criteria: Per the regulatory agreement, O?Brien Road Senior Apartments is required to make monthly deposits of $1,400 into a reserve fund for replacements. Condition: The reserve for replacements account was underfunded by $1,400 (one month?s payment) as of March 31, 2022. Context: We reviewed the deposits into the reserve for replacements during the year. Cause: O?Brien Road Senior Apartments lacked adequate cash flow in 2022 to make all required deposits as the HUD tenant assistance payments were delayed with the renewal of the Project Rental Assistance Contract. Effect: O?Brien Road Senior Apartments was not in compliance with the regulatory agreement. Recommendation: We recommend that O?Brien Road Senior Apartments make the remaining $1,400 deposit into the reserve for replacements when cash flow is sufficient. Views of management and planned corrective action: O?Brien Road Senior Apartments agrees with the finding and the required payment was made in April 2022.

Corrective Action Plan

Finding 2022-001: Supportive Housing for the Elderly (Section 202), Federal Assistance Listing Number 14.157 Recommendation: Our auditors recommended that we make the remaining $1,400 deposit into the reserve for replacements when cash flow was sufficient. Action Taken: O?Brien Road Senior Apartments made the required payment in April 2022. Name of Contact Person Responsible for Corrective Action: Kyle Lyskawa, CFO, (315) 424-1821. Completion Date: April 2022

About Special Tests and Provisions →

FY 2021-03-31

FAC accepted this audit on June 13, 2021 — management decision was due December 13, 2021.

2021-001
Special Tests & Provisions

The required deposit of surplus cash of $1,395 as of March 31, 2020 to the residual receipts reserve account was not made within the required 60 days following the statement of financial position date. b. Criteria: O?Brien Road Senior Apartments is required to determine surplus cash requirements annually. If surplus cash exists, the amount must be transferred from the operating account to the residual receipts account within 60 days of the project?s fiscal year-end. c. Effect of Condition: The project was not in compliance with the HUD Regulatory Agreement as it relates to the management of the residual receipts reserve. d. Cause of Condition: The deposit was made 6 days late due to an oversight by the managing agent. e. Recommendation: O?Brien Road Senior Apartments should deposit the required funds in the future into the residual receipts reserve account within the 60-day requirement. f. Views of Responsible Officials and Planned Corrective Actions: O?Brien Road Senior Apartments agrees with the finding and the auditor?s recommendations have been adopted.

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Full finding narrative

a. Statement of Condition: The required deposit of surplus cash of $1,395 as of March 31, 2020 to the residual receipts reserve account was not made within the required 60 days following the statement of financial position date. b. Criteria: O?Brien Road Senior Apartments is required to determine surplus cash requirements annually. If surplus cash exists, the amount must be transferred from the operating account to the residual receipts account within 60 days of the project?s fiscal year-end. c. Effect of Condition: The project was not in compliance with the HUD Regulatory Agreement as it relates to the management of the residual receipts reserve. d. Cause of Condition: The deposit was made 6 days late due to an oversight by the managing agent. e. Recommendation: O?Brien Road Senior Apartments should deposit the required funds in the future into the residual receipts reserve account within the 60-day requirement. f. Views of Responsible Officials and Planned Corrective Actions: O?Brien Road Senior Apartments agrees with the finding and the auditor?s recommendations have been adopted.

Corrective Action Plan

Statement of Condition: The required deposit of surplus cash of $1,395 as of March 31, 2020 to the residual receipts reserve account was not made within the required 60 days following the statement of financial position date. Recommendation: O?Brien Road Senior Apartments should deposit the required funds in the future into the residual receipts reserve account within the 60-day requirement. Action Taken: O?Brien Road Senior Apartments agrees with the finding and going forward will make every effort to make the surplus cash deposit within the required 60-day period following the fiscal year-end.

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FY 2017-03-31

FAC accepted this audit on August 8, 2017 — management decision was due February 8, 2018.

2017-001
Eligibility

GSA_MIGRATION

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GSA_MIGRATION

Corrective Action Plan

GSA_MIGRATION

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2017-002
Eligibility

GSA_MIGRATION

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GSA_MIGRATION

Corrective Action Plan

GSA_MIGRATION

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