Skip to main content
Menu
HomeMBTA Budgets and Financials

MBTA Budgets and Financials

An angled shot of a T logo sign

If you’re looking for information on how the T is investing in infrastructure and workforce development, communications tools, and more, download any of the documents available below. 

To request a document from before fiscal year 2007, please contact Customer Support. 

Note: The information in this Investor Information section is presented subject to the acknowledgment by readers a disclaimer available here.

Budget Information

MBTA Budget

Download budgeting documents and plans for fiscal years 2009 through today, including Statements of Revenue and Expenses.
Capital Investment Plan

Our rolling five-year Capital Investment Plan (CIP) funds the planning, construction, and capital maintenance of assets across the MBTA. Learn more and download previous CIPs from fiscal year 2009 through today.

Audited Financials

Audited Financial Statements

Download audited financial statements for fiscal years 2001 through today.
A-133 Single Audit Records

Download all Auditor’s Compliance reports for fiscal years 2008 through today.

Major Bonds Programs

Sales Tax Bonds

Download Sales Tax Bonds documents from fiscal years 2000 through today.
Assessment Bonds

Download Assessment Bonds documents from the fiscal years 2000 through today.
Parking

Download documents related to the 2011 Parking Revenue Bonds.
General Transportation System

Download documents related to Series 2000 GTS Bonds.
Commercial Paper Notes

Download documents related to Bond Trust agreements.
Rating Agency Reports

Download documents related to S&P and Moody’s assessments of bonds from 2011 through today.
Sustainability Bond Issuance

Download documents related to the MBTA’s tax-exempt Sustainability Bond, first issued in 2017. 
Investment, Debt, and Derivative Policies

Download policies related to investment, debt issuance and management, and master derivatives.
Municipal Advisor Rule Disclosure

View the entire written disclosure that market participants may rely on for purposes of establishing the independent registered municipal advisor (“IRMA”) exemption to the SEC Municipal Advisor Rule.

MBTA Board of Directors

Board Leadership and Meetings

The MBTA Board of Directors monitors the T’s safety, finances, and workforce. The board's meetings are open to the public and can be watched virtually. Agendas and presentations are available for download after each meeting.

Further Information

MBTA Back on Track

Findings from the Back on Track panel led to the creation of the FMCB. Review documents and commentary submitted to Governor Baker in 2015.
Contact Us

If you would like to view a specific document, and haven’t found it here, please contact Customer Support. 

Legal Disclaimer

THIS WEBSITE DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICITATION OF AN OFFER TO SELL OR BUY ANY SECURITIES.  OFFERS TO PURCHASE BONDS OR NOTES MAY ONLY BE MADE THROUGH A REGISTERED BROKER-DEALER AND THROUGH AN OFFICIAL STATEMENT.

This website is designed to provide the viewer with general information only and no person should make any investment decision in reliance upon the information contained herein. 

Content Disclaimer

The information contained on this website has been included for general informational purposes only and is provided without warranty of any kind and, in particular, no representation or warranty, express or implied, is made or is to be inferred as to the accuracy, reliability, timeliness or completeness of any such information.  The information presented on this website speaks only as of the date the information was prepared and has not been updated since that date. As a result, such information may not address all factors which may be material to an investor and may contain omissions of fact or statements that are not accurate because of the passage of time or changes in facts or circumstance subsequent to the date of such information. Consequently, no person should make any investment decision in reliance upon the information contained on this website.

Links Outside this Section

By clicking on certain links, you will leave the financials section of this website managed by the MBTA Treasurer’s office and enter other external sections of the MBTA website or other websites via links contained in this section of the website.

The viewer acknowledges that the content of these other external sections and other websites have not been prepared or developed and are not maintained by or under the control of the Treasurer’s office. These external sections and other websites have not been checked for accuracy, or otherwise reviewed by the Treasurer’s office and in some cases may not have been viewed by the Treasurer’s office. 

The Treasurer’s office is not responsible for and shall have no liability for the content of any external sections or other websites.

Disclaimer of Endorsement

The MBTA Treasurer’s office does not endorse and makes no representations or warranties as to the accuracy, completeness, finality, timeliness or relevance of any information on any of the external sections or other websites.

By choosing to view the information contained in the financials section of this website, you are acknowledging that you have read and understand this Disclaimer.