Financial Information and Documents
The university's fiscal year begins on July 1 and ends on June 30. The university publishes and makes available certain financial documents. The financial documents and a description of the documents are shown.
The university's annual operating budget is prepared on a modified-cash basis, presented by natural account class and is unaudited. The annual operating budget is produced by the Office of Budget and Financial Planning and approved by the university's Board of Trustees. Download a PDF version of the 2018 Operating Budget. The annual capital budget is approved by the university's Board of Trustees. Faculty and staff can also download a PDF version of the FY 2017 Capital Budget.
The university's financial accounts are maintained in accordance with United States general accepted accounting principles (GAAP). The financial statements are produced by the Controller's Office and audited by an independent auditor. Download a PDF version of the 2017 Financial Report .
Rating Agency Reports
Credit rating agencies provide independent measurements of an issuer's creditworthiness. The university is rated by Moody's Investor Service and Standard & Poor's.
Select a report to download:
The university publishes an Offering Circular whenever it issues bonds in the public market. The Offering Circular provides pertinent information about the university and the terms of the bonds. Use the links below to download the university's Offering Circulars for recent financings:
The Electronic Municipal Market Access system, or EMMA, is a comprehensive, centralized online source for free access to municipal disclosures, market transparency data and educational materials about the municipal securities market. The official statements, financial statements and other continuing disclosure documents for municipal issuers can be found on the EMMA website.
IRS Form 990
The university supplies its IRS Form 990 (tax-exempt return), simultaneously with its filing with the Internal Revenue Service, to Guidestar. Recent Form 990 filings may be found by visiting Guidestar.