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Finance Documents
- Annual Financial Reports
- Audit Reports
- Capital Improvements Program
- City Budget
- Quarterly Financial Updates
- Other Documents
The City is required to file an annual financial report with the State of Montana’s Department of Administration by December 31st of each year, or six months after each fiscal year end. The provided annual financial reports have not been audited, but do provide supplementary information that is not included in the City’s audited financial statements.
Most Recent Report
Review the most recent Annual Finance Report (PDF).
Previous Reports
Gather more information by viewing the Annual Financial Reports archive.
Audited Financials
Every year an auditor certifies that the city financial statements meet the requirements of generally accepted accounting principles (GAAP) and the Governmental Accounting Standards Board (GASB). An auditor can have an unqualified opinion, in which he or she agrees with how the city’s prepared the statements, or a qualified opinion, in which he or she states which aspects of the company’s statements he or she does not agree with.
Most Recent and Previous Audits
View the financial audits of past fiscal years and the most recent audit in the Audit Reports archive.
The Capital Improvements Program (CIP) identifies needed investments to capital facilities and equipment maintained by the City of Whitefish over the next five years.
The CIP is not an appropriation or approval of a specific project, but rather a planning document that communicates to citizens and the development community the City’s intent to preserve, improve and expand facilities. To effectively respond to changing circumstances and economic factors, the CIP must be a flexible plan.
Current Capital Improvements Program
View the approved Capital Improvements Program for Fiscal Years 2023 to 2027 (PDF).
Proposed Capital Improvements Program
View the approved Capital Improvements Program for Fiscal Years 2024-2028 (PDF)
The annual budget allocates and controls the cities financial resources to achieve the City’s priorities and services. The final budget is not adopted until August each year.
Current Budget
View the current approved FY24 Preliminary Budget (PDF) /documentcenter/view/1885 .
Past Approved Budgets
Access the approved budgets of past fiscal years in the City Budget archive.
A quarterly financial update is prepared and presented to the Mayor and City Council. This update highlights trends, and larger variances from the budget.
Most Recent
View the most recent Quarterly Financial Report (PDF).
Previous Reports
To review previous reports, access the Financial Updates archive.