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HomeMy WebLinkAboutFY26 Proposed Tax RateFiscal Year 2026 Proposed Tax Rate October 1, 2025 – September 30, 2026 August 7, 2025 1 1 Table of Contents Items To Review Tax Rate Background Information Comparison of Assessed Value FY26 Proposed Tax Rates Effective Tax Revenue to the City FY26 Important Budget Dates Up Next August 7, 2025 2 2 Tax Rate Background Information The No New Revenue and Voter Approval Property Tax Rates have been received from Jefferson and Orange County tax assessors. No New Revenue Tax Rate (Previously Effective Tax Rate) The tax rate needed to generate the same amount of taxes as last year Voter Approval Tax Rate (Previously Rollback Rate) The highest tax rate a taxing unit can adopt without holding an election New legislation in 2021 created a modification of formula used for the M&O rate Change in maximum rate from 8% to 3.5% increase without requiring an automatic election Certified Values have been received from the Appraisal Districts and reflect a 7.55% increase over last year. Property Tax Revenues are expected to increase approximately 4.86% for operations. Due to increase in property values, there is a decrease from the current tax rate of $0.626272 per $100. August 7, 2025 3 3 Comparison of Assessed Value Certified Certified Percentage (in Billions) FY2025 FY2026 Inc/(Dec) Inc/(Dec) Total Market Value $6,400 $6,884 $483 7.55% Less Caps & Exemptions $1,960 $2,026 $065 3.36% 1st Taxable Value $4,440 $4,858 $418 9.40% Minus Other Adjustments $ 249 $ 337 $ 88 Adj Taxable Value $4,191 $4,521 $330 7.86% August 7, 2025 4 4 FY26 Proposed Tax Rates Calculated: FY2025 FY2026 Inc/(Dec) No-New Revenue Tax Rate .585995 .582863 (0.53%) Voter Approved Tax Rate .626272 .615724 (1.68%) Proposed: M&O Rate .376099 .365624 (2.79%) Debt Rate .250173 .250100 (0.03%) Total Proposed Tax Rate .626272 .615724 (1.68%) Homestead taxable value Tax Tax FY2025 FY2026 $250,000 $1,567 $1,539 August 7, 2025 5 5 Effective Tax Revenue to the City Truth in Taxation Taxable Worksheet Values: (in billions) FY2025 FY2026 Inc/(Dec) % Assessed Value $4.191 $4.521 $.330 7.86% (in millions) M&O Revenue $15.8 $16.5 $0.766 4.86% Debt Revenue $10.4 $11.3 $0.821 Total Revenue $26.2 $27.8 $1.587M August 7, 2025 6 6 FY26 Important Budget Dates Aug 7 Thursday City Council Hold record vote on the proposed tax rate via resolution Aug 19 Tuesday City Council Proposed Budget Workshop Aug 26 Tuesday City Council Proposed Budget Workshop Sep 23 Tuesday Public Hearing on Tax Rate, Adopt Budget, Tax Roll and Tax Rate August 7, 2025 7 7 Up Next… Hold record vote on the proposed tax rate via resolution, set public comment hearing on proposed Fiscal Year 2025-2026 Budget August 7, 2025 8 8