ADvancing States

EIN: 396095459

UEI: UPY5V57UJDV3

Data as of August 26, 2026

ADvancing States7 audit years6 findings2 repeat
7
Audit Years
6
Total Findings
2
Repeat Findings

FY 2019-06-30

Management decision deadline — for entities that funded this organization

The FAC accepted this audit on February 27, 2020. 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 August 27, 2020 (2190 days ago).

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2019-002
Other
MATERIAL WEAKNESS

During the audit, material audit adjustments were recorded in order to reconcile grant expenses and grant revenue to actual. As a result, the SEFA was updated to reflect actual expenditures incurred in accordance with Uniform Guidance ?200.502. Cause: Controls were not adequately in place to ensure proper reporting and proper reconciling of grant activity and balances. Effect: Audit procedures detected the error and audit adjustments were recorded which decreased the change in net assets by approximately $167,000. Recommendation: We recommend procedures be reviewed and updated to ensure all grant supported projects are reconciled to properly indicate whether the project has related receivables or federal grant revenue but not both.

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Finding 2019-001 ? Material Audit Adjustments ? Material Weakness Criteria: Management is responsible for establishing and maintaining internal controls over the financial reporting including preparation of the Schedule of Federal Expenditures (SEFA). Condition: During the audit, material audit adjustments were recorded in order to reconcile grant expenses and grant revenue to actual. As a result, the SEFA was updated to reflect actual expenditures incurred in accordance with Uniform Guidance ?200.502. Cause: Controls were not adequately in place to ensure proper reporting and proper reconciling of grant activity and balances. Effect: Audit procedures detected the error and audit adjustments were recorded which decreased the change in net assets by approximately $167,000. Recommendation: We recommend procedures be reviewed and updated to ensure all grant supported projects are reconciled to properly indicate whether the project has related receivables or federal grant revenue but not both.

Corrective Action Plan

Corrective action: ADvancing States contracted with an outsourced accounting and finance company, Halt, Buzas & Powell (HBP), to handle our accounting and financial operations for the organization. During the first year of the outsourced engagement (FY18), we received an unqualified opinion from our audit company and received monthly financial statements on a timely basis throughout the year. In FY19, HBP changed their point of contact with the Association multiple times. As a result of these external staffing changes, many of the processes and internal controls that ADvancing States had diligently worked to establish were not maintained by the outsourced accounting company, including failure to meet with project and Executive Team members to review monthly financial statements and reconciliations. ADvancing States? Executive Team met with HBP leadership throughout the year, but ultimately HBP was not fulfilling their obligation to the Association. The Board of Directors and Finance Committee of ADvancing States were regularly updated on the issues with the outsourced accounting company. In December 2019, ADvancing States? leadership determined that it would be best to hire an in-house Director of Finance. That position was filled in late December. ADvancing States is now also conducting a search for a new firm to consult in the CFO capacity to replace the former company that did not meet its fiduciary responsibilities to the Association. ADvancing States foresees hiring a consulting firm as business advisors to assist the organization in continuing to develop and maintain an improved internal control environment and to ensure best practices are utilized. ADvancing States will also review its internal processes and internal controls to include: ? A monthly closing checklist for all tasks necessary to issue monthly financial statements. Any large reconciliations will be reported and reviewed by the Finance Committee, the Executive Team, and the project manager. ? A financial reporting cycle/schedule to ensure that distribution of the month-end financial statements to the Executive Team and Board of Directors by the 20th of each following month. The Executive Director and Deputy Director of Operations will also review the month-end closings with the Director of Finance and the programmatic staff on the 20th of each month. The Finance Committee will be given monthly updates on the third Thursday of each month to review the organization?s financial results with the Director of Finance and the Executive Team.

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2019-003
Reporting

During our audit, we noted that the ADvancing States did not have a consistent mechanism in place to ensure that all required financial and programmatic reports were completed, reviewed, and submitted to the appropriate agencies in a timely manner. Questioned Cost: None noted. Context: During our audit, we noted two instances of quarterly progress reports and one instance of a final report that was not filed timely by the Advancing States. Cause: Lack of specific controls and procedures to ensure compliance for the reporting requirement. Effect: Without proper controls in place to ensure accurate and timely submission of the required reports, the Association is at risk of making a disallowed expenditure for expenditures incurred. Recommendation: We recommend that the ADvancing States establish controls and procedures to ensure that all required reports are submitted accurately and timely.

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Finding 2019-003 ? Documentation of Review of Grant Reports; Reporting ? Significant Deficiency CFDA: 93.631 Criteria: Management is responsible for designing and implementing proper controls over the process of preparing and submitting required grant reports. Condition: During our audit, we noted that the ADvancing States did not have a consistent mechanism in place to ensure that all required financial and programmatic reports were completed, reviewed, and submitted to the appropriate agencies in a timely manner. Questioned Cost: None noted. Context: During our audit, we noted two instances of quarterly progress reports and one instance of a final report that was not filed timely by the Advancing States. Cause: Lack of specific controls and procedures to ensure compliance for the reporting requirement. Effect: Without proper controls in place to ensure accurate and timely submission of the required reports, the Association is at risk of making a disallowed expenditure for expenditures incurred. Recommendation: We recommend that the ADvancing States establish controls and procedures to ensure that all required reports are submitted accurately and timely.

Corrective Action Plan

Corrective action: ADvancing States recognizes the need to have well documented policies and procedures related to federal award tracking and reporting. Management believes that the previously noted corrective action plans to improve the reconciliation and closing processes and the federal award processes will result in timely filing and reporting of the Data Collection Form and federal grant reports. ADvancing States will also update the process for reviewing and submitting project reports to ensure accuracy and timely submissions. The following process will be implemented: 1. Project managers with responsibility for project reports will submit their draft reports to their supervisor 2 weeks prior to the deadline for their submission. 2. Supervisors will review the project report and submit to the Executive Team 7 days prior to the deadline for submission. 3. The Executive Team will review and send to the Deputy Director of Operations no later than 2 days prior to submission. 4. The Deputy Director of Operations will submit the report no later than one day prior to the deadline to ensure that it is submitted in a timely fashion. 5. The Deputy Director of Operations will send a copy of the receipt of filing to the Executive Team and the project manager. ADvancing States will review these procedures with staff on a quarterly basis. In addition, ADvancing States staff will continue to attend annual training on 2 CFR Part 200 ? Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (Uniform Guidance).

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FY 2016-06-30

FAC accepted this audit on March 28, 2017 — management decision was due September 28, 2017.

2016-001
Activities Allowed or Unallowed
MATERIAL WEAKNESS

GSA_MIGRATION

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GSA_MIGRATION

Corrective Action Plan

GSA_MIGRATION

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2016-003
Activities Allowed or Unallowed

GSA_MIGRATION

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GSA_MIGRATION

Corrective Action Plan

GSA_MIGRATION

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2016-004
Activities Allowed or Unallowed
REPEAT

GSA_MIGRATION

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GSA_MIGRATION

Corrective Action Plan

GSA_MIGRATION

Prior Finding References

2015-001

About Activities Allowed or Unallowed →
2016-006
Cash Management
REPEAT

GSA_MIGRATION

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GSA_MIGRATION

Corrective Action Plan

GSA_MIGRATION

Prior Finding References

2015-005

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Data source: This information comes from the Federal Audit Clearinghouse, the official repository of Single Audit data. All data is public domain. Verify this organization's audit history at fac.gov.

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