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2023 Final Levy and Budget PresentationDECEMBER 5, 2022 Truth in Taxation 2023 Tax Levy and Budget Property Taxes Calculation Budget + Debt Budget + Debt –Non property tax revenues = Levy for property tax Assessed value X Rate = Tax Levy for property taxes / tax capacity = rate Tax –credits –refunds = Net Tax Net Tax = Property Tax Total Tax Levy Factors 1.Market Value 2.Tax Capacity 3.Property Class Rates 4.State Aids 5.County Budget/Tax Levy 6.School Operating Levy 7.School District voter Approved Debt Obligations 8.City Budget and Tax Levies 9.Special State Laws; I.e. Credits and Exclusions Reason for tonight’s meeting and only item controlled by City Budget Process Overview Planning (May –Aug.) Review of timelines, key issues and financial outlook Department Budget Requests (June –Aug.) Administration/Finance review of department requests Staff Recommended Budget City Council Review (Aug. –Nov.) Council Workshops Set Preliminary Budget -Council Action (Sept.) •September 6, 2022 City Council approved a preliminary levy of 7.54% Truth in Taxation Notice Final Review and Adoption of Budget (Dec.) Truth-in-Taxation Hearing (proposed levy of 4.99%) Final Budget and Levy -Council Action Budget History $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 Budget 16 Budget 17 Budget 18 Budget 19 Budget 20 Budget 21 Budget 22 Prelim Budget 23 Historical Change in Total Levy (%) Year Total Levy 2012 1.5% 2013 2.0% 2014 2.96% 2015 5.97% 2016 4.98% 2017 2.94% 2018 2.89% 2019 2.99% 2020 4.76% 2021 2.90% 2022 4.99% Prelim 2023 4.99% 2023 Tax Levy 2022 Total Levy $4,532,720 2023 Total Levy $4,758,894 o Operations Levy $2,519,337 o Capital Levy $1,601,861 o Debt Levy $ 637,696 2022 to 2023 Change in Levy (4.99%) o Debt Service Levy Increase -14.96% = $112,212 o General Levy Increase 8.95% = $338,386 o Capital Levy Increase 10.03% = $145,974 o Total Levy Increase 4.99% = $226,174 2022 Budget –Revenue 41.08% 4.29% 12.10% 1.79% 4.22% 26.12% 10.40% Operations Tax Levy Licenses & Permits Intergovernmental Charges for Service Misc. Revenue Capital Tax Levy Debt Levy 2023 Revenue Changes (+/-) Increase Fire Contract: $51,841 Increase Building Permits: $50,000 projection Decrease LGA: (-$64,860) Decrease Cable Franchise: (-$10,000) projection Decrease Interest Earnings: (-$15,000) projection 2023 Expense Changes (+/-) Increase Police Protection: $89,389 Increase Fire Department Operations: $118,607 Increase Capital: $145,974 Where the Tax Dollars Go 10.20% 14.49% 13.11% 0.40% 0.90% 26.91% 8.38%25.62%Debt (Annual General Obligation Bond Payments) General Government (All Other Depts. & Buildings) Public Works (building, streets,lights etc.) Economic Development (taxes) Planning & Zoning Public Safety (Police & Fire, animal control) Culture & Recreation (Parks, Library, Senior Center, etc.) Capital Reserves (set aside for future purchases) 2023 Budget & Levy Summary 2023 Total Budget (with capital) = $5,615,294 2023 Total Levy $4,758,894 Debt Service Levy = $637,696 (decrease of -$112,212) General Operations Levy = $2,519,337 (increase of $192,412) Capital Levy = $1,601,861 (increase $145,947) Total Levy Increase= $226,147 (increase 4.99%)