📊Template
HOA Annual Financial Report Template
A three-document year-end package for self-managed HOA boards: an income statement (actual vs. budget with prior-year comparison), a balance sheet with operating and reserve funds stated separately, and a plain-language cover letter explaining the results to homeowners. Includes statutory distribution deadlines for CA, FL, TX, AZ, and NC.
Best for: HOA Treasurers · HOA Boards · Board Secretaries
📬
Access this free resource instantly
Enter your name and email — we'll also send you a copy so you can reference it later. No spam, no newsletters.
Manage your HOA the modern way.
Hivepoint gives your board a complete platform — dues tracking, violation management, document storage, resident portal, and more.
Get started free →