Coconino County achieves audit success and recovers $40K for client exploitation case

In a recent special session held by the Coconino County Board of Supervisors, significant discussions centered around the accomplishments and ongoing challenges faced by the county's public fiduciary office. The meeting, which took place on May 6, 2025, highlighted the office's successful navigation of complex audits and legal challenges, as well as the pressing need for additional staffing to maintain compliance with statutory requirements.

One of the key achievements presented was the successful completion of two audits by the Social Security Administration, which the office passed without any findings. This accomplishment is particularly noteworthy given the challenges posed by the pandemic, which delayed the audits. The office's robust policies and procedures were credited for this success, reflecting a commitment to high standards in managing public funds.

Additionally, the office reported a significant legal victory in a case of exploitation involving one of its clients. The perpetrators, who had manipulated the client's assets, were convicted, and the office successfully recovered $40,000 in restitution. This case marked a milestone for the office, as it was the first time in 18 years that such a recovery was achieved, underscoring the importance of diligent advocacy for vulnerable clients.

However, the meeting also underscored the ongoing challenges faced by the office, particularly regarding staffing. The office currently operates with a limited number of staff members, and the need for an additional benefit specialist was emphasized. The existing staff is overwhelmed with the volume of cases, which could jeopardize compliance with essential reporting deadlines. The county manager has recommended extending the limited-term position for another year, a move that the board is urged to consider seriously.

The discussion also touched on the demographics of the clients served by the office, many of whom reside in group homes or assisted living facilities. The lack of local placements has forced a significant number of clients to seek care in the Phoenix area, highlighting a broader issue of resource availability in Coconino County.

In conclusion, the Coconino County Board of Supervisors' meeting revealed both commendable achievements and critical challenges within the public fiduciary office. As the board considers the budget for the upcoming fiscal year, the need for adequate staffing and resources remains a pressing concern, essential for ensuring that vulnerable populations receive the support and protection they require. The board's decisions in the coming weeks will be pivotal in shaping the future of these vital services in the community.