Financial Statement update 11-7-2024

AID 1717593 · View on Simbli

Agenda Item

3. Financial Audit Updates

Summary: Presented by: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance
                                                                        Mr. Diijon DaCosta Sr., Board Chair
                                                                         Mrs. Deirdre P. Pierce, Vice Chair
                                                                                            Mrs. Anna Hill
                                                                                   Mrs. Whitney McGinniss
                                                                                       Ms. Allyson Gevertz
                                                                                      Mrs. Vickie B. Turner
Dr. Devon Q. Horton, Superintendent                                                      Dr. Joyce Morley




                                           November 11, 2024

Attn: Audit Committee
Re: (1) Mauldin & Jenkins FY2023 Financial Statement Audit & (2) FY2024 Audit Readiness

    (1) Mauldin & Jenkins FY2023 Financial Statement Audit
 Audit Area               Requested    Outstanding Notes
 Financial Audit          109          1             Audit letter Swift Curry – instructed to return
                                                     no later than 11/8 to M&J
 Single Audit - ESSER     12           0
 Single Audit - ECF       8            0*            Internal Control Memo - Submitted
 Single Audit – T1        24           0*            Internal Control Memo - Submitted
 Single Audit - CNC       14           2             USDA Commodities - Submitted / Issues Noted
                                                     Expenditure Sample Supporting Documents
 Census – TRS             N/A          N/A
 Census – ERS             6            0
 Census - OPEB            7            2             Internal Control Memo
                                                     Detail support for Dec. 22 & May 23 vouchers




Potential Audit Issues –
1.   Financial Statement Timeliness
2.   Delinquent Property Taxes – not recorded to ledger
3.   Equity Allocation and Restatement of Prior Year Fund Balance
4.   USDA donated commodities – errors with journals that overstate revenue and expenses
5.   SFN unearned revenue for lunch deposits on hand.

Timeline – 2% remaining
1. Financial Audit – all financial requests fulfilled, awaiting M&J
2. Single Audit – Internal control memos, expenditure sample support from SFN




Robert R. Freeman Administrative Complex
1701 Mountain Industrial Blvd. | Stone Mountain, GA 30083
678.676.1200 | www.dekalbschoolsga.org
   (2) FY2024 Audit Readiness

       Not started / started / rough draft completed / finalized

           a. Georgia Department of Audits & Accounts (DOAA) & Georgia Department of Audits and
              Accounts (GaDOE) Required Submissions:
                   i. FY24 CS-1 (Salary & Travel Detail) – submitted to DOAA prior to 8/15/2024
                  ii. FY24 DE-046B (Final Budget) – submitted to GaDOE before 8/30/2024
                 iii. FY24 DE-046A (Actual) submitted to GaDOE prior to 9/30/2024
                 iv. FY24 TIGA (Transparency in Government) submitted to DOAA before 10/1/2024
                  v. FY24 P-Card detail submitted to DOAA prior to 10/1/2024
                 vi. FY25 DE-046B (Initial Budget) – Due to GaDOE before 10/31/2024
           b. FY24 year-end close (YEC) and general ledger lock successfully completed within Munis
              10/3/2024.
           c. FY24 DeKalb County Schools Financial Statements – prepared internally, awaiting rough
              FY23 rough draft from M&J in order to finalize FY24.
                   i. Management Discussion and Analysis
                  ii. Exhibits
                         1. Full Accrual
                                 a. Exhibit A – Statement of Net Position
                                 b. Exhibit B – Statement of Activities
                         2. Modified Accrual
                                 a. Exhibit C – Balance Sheet
                                 b. Exhibit E – Statement of Revenues, Expenditures, and Changes in
                                     Fund Balances
                         3. Reconciliations
                                 a. Exhibit D – Reconciliation of “A” to “C”
                                 b. Exhibit F – Reconciliation of “B” to “E”
                 iii. Notes to the Financial Statements
                 iv. Schedules
                         1. TRS - Schedule of Proportionate Share of the Net Pension Liability
                         2. TRS – Schedule of Contributions
                         3. ERS - Schedule of Proportionate Share of the Net Pension Liability
                         4. ERS – Schedule of Contributions
                         5. PSERS - Schedule of Proportionate Share of the Net Pension Liability
                         6. OPEB - Schedule of Proportionate Share of the Net Pension Liability
                         7. OPEB – Schedule of Contributions
                         8. Notes to the Required Supplementary Information
                         9. General Fund Budget and Actual
                         10. Schedule of Expenditures of Federal Awards (SEFA)
                         11. Schedule of State Revenue
                         12. Schedule of Approved Local Option Sales Tax Projects



Robert R. Freeman Administrative Complex
1701 Mountain Industrial Blvd. | Stone Mountain, GA 30083
678.676.1200 | www.dekalbschoolsga.org