The Montana Board of Housing staff annually reviews and updates the investment policy under which all Board investments are made. The investment policy is review and approved by the Board. The most current approved policy can be obtained here.
The Montana Board of Housing fiscal year runs from July 1 to June 30. Financial statements are prepared based on the fiscal year. The three most recent audited financial statements are:
Fiscal Year 2019
Fiscal Year 2018
Fiscal Year 2017
Prior year financial statements are available from the Legislative Audit Division. Please visit the Legislative Audit Reports BY Year and search for the desired year and filter for “Housing” to obtain prior Board of Housing audited financial statements.
Information on outstanding bonds is available on the Electronic Municipal Market Access website or by clicking on the link for each series.