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7.1 SR 12-02-2024The Elk River Vision A welcoming community with revolutionary and spirited resourcefulness, exceptional service, and community engagement that encourages and inspires prosperity Request for Action To City Council Item Number 7.1 Meeting Date December 2, 2024 Prepared By Lori Stich, Finance Manager Item Description 2025 Budget and Tax Levy Resolution 24-73 Reviewed by Lori Stich Joe Stremcha Cal Portner Tina Allard Action Requested ▪ Approve, by motion, the 2025 General, Special Revenue, and Enterprise Fund budgets. ▪ Adopt, by motion, Resolution 24-73 authorizing the property tax levy for collection in 2025. Background/Discussion In May, staff began the budgeting process by developing their 2025 department goals and budget requests. Over numerous work sessions, the City Council and staff reviewed in detail each department’s operating budget and the property tax levy. In September, the Council approved the preliminary tax levy that was used to calculate the proposed property tax notice that was mailed to each property owner. General Fund Budget The 2025 General Fund budget is $22,210,100, compared to $21,570,600 in 2024. The largest portion of the city’s General Fund operating budget is dedicated to public safety programs and services, with general government, public works, and parks and recreation making up the balance. Because city government is primarily a service industry, 77% of the operating budget is for personal service expenditures. Tax Levy On September 16, the City Council adopted the preliminary tax levy of $17,232,183. Since then, additional reductions of $388,000 have been made for a proposed tax levy of $16,844,183 for 2025. The county estimates the city’s Net Tax Capacity (NTC) will increase by about 1.7%, attributable to new growth and market value increases. The final NTC may change slightly as the county continues to update property values before calculating property taxes in early 2025. Based on the current NTC values, the proposed tax rate is 38.903%, an increase from last year’s rate of 37.895%. The Minnesota legislature increased the Homestead Market Value Exclusion limit for 2025 from $413,800 to $517,200. Excluding over $100,000 of NTC from many residential properties increases the tax rate required for the levy. The city accounts for about 38% of a homeowner’s total property tax bill. The remainder is attributed to the Page 178 of 211 county (36%), the school district (24%), and other jurisdictions (2%). For businesses, the city’s share is about 28% of the total. Primarily, the property tax levy (93%) funds city services such as police, fire, street maintenance, parks and recreation, and general government. The remaining 7% pays for debt service, tax abatement, and library operations. Special Revenue Fund Budget The FT Center budget is undergoing further revisions based on several changes for 2025 to be reviewed by the Multipurpose Facility Advisory Commission (MFAC) on December 9, 2024. The MFAC will recommend an amended budget for Council approval on December 16, 2024. Factors for 2025 changes include: ▪ Use of federal ARPA funds as revenue replacement with the sole purpose of those dollars funding hard surface improvement including concrete flooring, sportcourt, and turf alterations to enable the turf to be rolled and replaced seasonally for peak utilization periods. ▪ Revised revenue and expense projections for the Overlook Lounge using current market trends and established hours of operation. ▪ Revised revenue projections based on approved rates and projected facility rentals. Financial Impact Below is a summary of the proposed budgets Council has reviewed and to be approved: Mission/Policy/Goal Responsible for every dollar - good stewards. Attachments 1. 2025 Final levy resolution 2. 2025 Budget Presentation Page 179 of 211 City of Elk River City Council Resolution 24-____ A Resolution of the City Council of the City of Elk River Adopting the Preliminary Property Tax Levy for Taxes Payable in 2025 WHEREAS,the Elk River City Council has reviewed the City’s anticipated expenditures for all funds in 2025; and, WHEREAS,the Elk River City Council has considered projected revenues for all funds in 2025; and, WHEREAS,revenues from sources other than property taxes are not sufficient to meet anticipated expenditures of all funds; and, WHEREAS,debt levies have been adjusted or cancelled based on revenue collections and projections. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Elk River, Minnesota, as follows: The following amounts are the maximum to be levied as property taxes payable in 2025: Passed and adopted this _____ day of _______ 2025. John J. Dietz, Mayor ATTEST: Tina Allard, City Clerk Le vy General Fund $15,626,050 Library 79,000 2020A GO CIP Bond 604,771 2021A GO CIP/Equipment Bond 394,123 Economi c Deve lopment Tax Abate ment 140,239 Total Tax Le vy $16,844,183 Page 180 of 211 City Council Truth in Taxation – 2025 Budget Page 181 of 211 Purpose of Meeting §Review 2025 Budgets: Ø General Fund Ø Special Revenue Funds Ø Enterprise Funds §Property Tax Levy Overview §Receive Public Comment §Approve 2025 Budgets §Adopt City Tax Levy Truth in Taxation Public Hearing Page 182 of 211 2025 General Fund Budget Summary Page 183 of 211 General Fund Expenditures – by Function General Government 25% Public Safety 49% Public Works 13% Parks & Recreation 12% Page 184 of 211 General Fund Expenditures – by Category Personal Services 77% Supplies 6% Service Charges 17% Page 185 of 211 General Fund Revenues – by Source Transfers In 13% Property Taxes 70% Other Taxes 1% Licenses/ Permits 5% Intergovt 3% Charges for Services 6% Fines 1% Other Revenues 2% Page 186 of 211 General Fund Budget History 2016201720182019202020212022202320242025$0 $4,000,000 $8,000,000 $12,000,000 $16,000,000 $20,000,000 $24,000,000 Capital Service Charges Supplies Personal Services Avg. - 5% Page 187 of 211 Other Budgets – Special Revenue Funds FT Center Budget §Undergoing further revisions based on several changes for 2025 to be reviewed by the Multipurpose Facility Advisory Commission (MFAC) on December 9, 2024. §The MFAC will recommend an amended budget for Council approval on December 16, 2024. Page 188 of 211 Other Budgets – Enterprise Funds Page 189 of 211 Your Property Tax: Who Determines It? State Legislature Establishes property classes/class rates, determines the levels of state aid, levies state business tax, and sets levy limits County Assessor Determines market value and assigns property class Taxing Jurisdictions Determines levy amount (Overall budget amount and the portion to be raised through property taxes) Page 190 of 211 PROPOSED TAXES 2025 2024 2025 $340,000 $6,640 N/A $333,360 RES HMSTD $263,000 $13,570 N/A $249,430 RES HMSTD Estimated Market Value: Homestead Exclusion: Other Exclusion/Deferrals: Taxable Market Value: Property Classification: Taxes Payable Year Market Value Questions? §Contact Sherburne County Assessor §Attend Local Board of Review Public Hearing (Spring 2025) Property Tax Valuation Example Estimated Market Value Increased by 30% Homestead Exclusion Rate Reduced by 51% Taxable Market Value Increased by 34% Page 191 of 211 City Tax Levy Page 192 of 211 Tax Levy by Use General Govt. 23% Public Safety 46% Public Works 12% Parks & Recreation 11% Library 0% Debt Service 6%Econ. Develop. 1% Page 193 of 211 Municipal Liquor Reduces Our Tax Levy Impact §100% of all proceeds are reinvested into our community and this reduces our tax levy. §In 2025, our liquor operations will provide $1,100,000 in governmental fund transfers. §In 2022, Elk River was ranked #8 out of 176 municipal liquor operations gross sales. The 2023 Minnesota Municipal Liquor Store Report will be published December 2024. Page 194 of 211 Tax Capacity Rates **City, county, and school comparison are estimates only. Page 195 of 211 Property Tax Dollar Distribution City $0.37 County $0.37 School $0.24 Other $.02 Page 196 of 211 Tax Levy - Tax Rate History Page 197 of 211 Estimated City Tax Impact Page 198 of 211 Tax Rate Impact on Taxable Market ValuePROPOSED TAXES 2025 2024 2025 $340,000 $6,640 N/A $333,360 RES HMSTD $263,000 $13,570 N/A $249,430 RES HMSTD Estimated Market Value: Homestead Exclusion: Other Exclusion/Deferrals: Taxable Market Value: Property Classification: Taxes Payable Year Page 199 of 211 City Council Next Steps Receive public comment regarding budget/levy Approve 2025 General, Special Revenue, and Enterprise Fund budgets Adopt 2025 City Property Tax Levy Questions? Page 200 of 211