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City Assessor Assessed and Taxable Valuations PresentationCopyrighted February 2, 2026 City of Dubuque ACTION ITEMS # 1. City Council ITEM TITLE: City Assessor Assessed and Taxable Valuations Presentation SUMMARY: City Assessor Troy Patzner will make a presentation on the 2025 assessed and taxable valuations. SUGGUESTED Receive and File; Presentation DISPOSITION: ATTACHMENTS: 1. Presentation Page 436 of 865 2025 Assessed and Taxably Value Presentateion February 2, 2026 Troy Patmer, Dubuque City Assessor 2/2/2026 Dubuque City Assessor Presentation Page 437 ;f 865 Tax Cycle Timing Jan 1, 2025 -Assessed Values set for changes made to properties in calendar year 2024, including mandatory bi-annual revaluation July 1, 2025, to June 30, 2026 - Ownership and accrual period November 01, 2025 - Assessment Limitations ("Rollback") set for each class by Iowa Dept. of Revenue; Auditors can now calculate Taxable Values January to April 2026 - Budgetary hearings to determine revenue needs, and by extension, levy rates March 15, 2026 -Auditor mails out budgetary statement/public hearings date letter to owners (IA Code 24.2a) April 30, 2026 - Budget Deadline per S.F. 718 (2023) July/August 2026 -Tax bills are calculated, mailed to owners September 2026/March 2027 -1st half / 2nd half taxes due 2/2/2026 Dubuque City Assessor Presentation Page 438 of 865 What Causes Taxes to Change for a Property? Changes in governmental spending needs (levy rates) Changes to credits and/or exemptions Assessed Value changes for parcel(s) including new construction, revaluation, or credit/exemption eligibility Legislature "shifts" tax burden between classes of property Example: Homestead 65+ Exemption Agricultural Reside ntial/Res3+ Commercial Industrial Utilities and Railroads 2/2/2026 Dubuque City Assessor Presentation Page 439 of 865 What Causes Assessment Changes? (Revaluation versus New Construction) Revaluation changes tend to be related to: Bi-annual Equalization process (odd numbered years) Reappraisal review Jurisdiction -wide changes; based on statistics, review, and can be more subjective in nature ("market changes") New Construction changes are typically recent physical changes toa property ("hammer and nails") Legislation mandates the auditor to file a report with the Department of Management indicating if assessed value changes were made due to revaluation or new construction --IA Code 331.510 (4) 2/2/2026 Dubuque City Assessor Presentation Page 440 of 865 Equalization Process Iowa law requires that all real property be reassessed every two years in the odd numbered years. The Iowa Department of Revenue (IDR) compares values to a sales assessment ratio study for residential, residential 3+ and commercial classed properties. The assessment ratio is the assessed value divided by the sales price. If the assessment (by property class) is not between 95%-105% of the median sales ratio, the Iowa Department of Revenue adjusts the assessment with an Equalization Order to reach 100% of actual value. The Dubuque City Assessor's office revalued each of those property classes for 2025 so the median sales ratio would be within the parameters required by law, thus an equalization order by the IDR was not needed. 2/2/2026 Dubuque City Assessor Presentation Page 441 of 865 Residential Properties Residential values increased in the City of Dubuque along with the rest of the state due to a continued strong real estate market. The market adjustments for 2025 were not as high as the 24% average value increases in 2023. Value Changes due to Revaluation ("Market Value") Dubuque City Residential: + 8.4% Dubuque City Residential 3+: + 11.8% z/z/2026 Dubuque City Assessor Presentation Page 442 bf 865 Before Revaluation Dubuque City Assessor Sales Ratio Group Statistics Study Name 2024 Sales Study Date 01/012024-12/312024 Table Basis Historical (VOS) Group Tally Number of sales in group = 713 PDFs 1 Time Adj. None IIUTC 0.000 Deeds: 713: Contracts: 0: Other: 0 Love Assd Value Mean High Assd Value Total Sale Price 37,000 240,833 2,117,091 171,713,798 Land Value 0 0 0 0 Improvement Value 0 0 0 0 Total Assd Value 34,500 215,963 2,236,800 1 153,981,500 Love PIN 1012380005 Statistical Measures High PIN 1022107008 High Ratio 503.43 Love Ratio 44.43 'Neighted Mean 89.67 Mean 91.08 Median 89.86 Coefficient of Dispersion - Median 13.01 Coefficient of Variance - Mean 26.88 Price Related Differential (PRD) 1.02 Price Related Bias (PRB) -0.036 2/2/2026 Dubuque City Assessor Presentation Page 443 of 865 I F-.- -, � Aer Revaluation Dubuque City Assessor Sales Ratio Group Statistics Study Name 2024 Sales PDFs I Study Date 01/01/2024-12/31/2024 Time Adj. None Table Basis Historical (PrYr2025) NUTC 0.000 Group Tally Number of sales in group = 713 Deeds: 713: Contracts: 0: Other: 0 Sale Price 30, 000 240.8 33 2.117.091 171.713.798 Land Value 0 0 0 Improvement Value 0 0 0 Total Assd Value 25,500 239,635 2.524.800 170.859.400 Low PIN 1024127009 Statistical Measures High PIN 1022 107006 High Rati,_ 438-86 Low Ratio 18 14 Weighted Alean 99 50 A1ean 101 80 Aledian 99.77 Coefficient of Dispersion - Aledian 8.61 Coefficient of Variance - Alean 20 96 Price Related Differential (PRD) 1.02 Price Related Bias (PRB) 0.074 2/2/2026 Dubuque City Assessor Presentation Page 444 9f 865 pp 7-7�� Residential Map Areas - A s b Pr'inge 160 i NW Dubuque Dubuque- -113� L 204 111 ' i - 143 110 165 167 212 142 127 112 --r� 166 sburyCore 141 201 144 126 % 162 214 163 140 121 125 122 128 215 216 146 145 161 123 124 East Dubuqu '211 203 151 218 130 DUBUQUE 131 205 150�1_�T`--,-_�------^- ---J r- 153[Zj to ----- SW Dubuque -- — —ABLE MOUND Key West rB� I 2/2/2026 Dubuque City Assessor Presentation Page 445 8f 865 Map Area Before Revaluation r.1- Araa # of Sales % of Total 26 3.65 111 0.900 54 7.57 112 0.890 31 4.35 120 0.970 40 5.61 121 0.850 6 0.84 1_2 0.860 5 0.70 123 0.970 5 0.70 1_4 0.990 2 0.2Y, 125 0.950 24 3.37 126 0.940 27 3.7P 127 0.900 12 168 128 0.880 30 4.21 130 0.980 30 4.21 131 1.000 39 5.47 140 0.980 37 5.19 141 1.000 23 3.23 142 0.940 20 2.81 143 0.920 26 3.65� 144 0.890 4 0.56 145 1.020 46 6.45 146 1.000 11 1.54 150 0.920 9 1.2E 151 0.990 6 0.84 152 0.950 19 2.61� 153 0.940 5 0.70 160 1.000 57 7.99 161 0.970 9 1.26 162 0.960 21 2.95 163 0.980 6 0.84 165 0.930 12 1.6f', 113 0.900 1 •: 2.52 154 0.980 Ill 1.40 Strata Totals ........................................ 713 100.00 Median Ratiom Mean Ratio P.R.D. 94.96 98.61 1.10 88.94 91.74 1.03 90.19 101.00 1.15 85.38. 84.62 0.99 72.53 16.83 77.88 1.08 104.59 1988. 101.23 1.03 92.50 9.92 91.01 1.02 68.63 8.31 68.63 1.01 92.27 8.09 91.40 1.00 92.43 25.84 104.89 1.10 87.55 17.88 85.91 1.03 77.55 1986. 78.30 0.96 85.09 9.46 86.04 1.01 90.60 9.16 89.82 1.01 91.00 10.76 90.85 1.01 88.46 9.63 90.20 0.96 89.13 8.52 91.98 1.01 89.86 5.97 91.01 1.01 94.84 10.66 92.96 1.01 86.13 13.10 87.94 1.01 90.13 9.75 90.06 1.00 88.34 8.88 91.18 1.01 99.76 25.19 114.94 1.16 91.93 5.42 91.81 1.00 93.53 12.49 84.34 0.97 86.90 1209. 92.65 1.03 94.40 6.95 91.09 1.00 89.98 826 90.99 1.00 87.19 9.35 8921 1.01 92.44 8.66 91.441 0.99 94.57 7.75 94.47 1.00 91.18 8.23 89.80 1.02 89.86 13.01 91.081 1.02 2/2/2026 Dubuque City Assessor Presentation Page 446 P865 Map Area After Revaluation # of Sales % of Total ill- 0.830 26 3.65 111 0.900 54 7.57 112 0.890 31 4.35 120 0.970 40 5.61 121 0.850 6 0.84 122 0.860 5 0.70 123 0.970 5 0.70 124 0.990 2 0.28 125 0.950 24 3.37 126 0.940 27 3.79 127 0.900 12 1.68 128 0.880 30 4.21 130 0.980 30 4.21 131 1.000 39 5.47 140 0.980 37 5.19 141 1.000 23 3.23 142 0.940 20 2.81 143 0.920 26 3.65 144 0.890 4 0.56 145 1.020 46 6.45 146 1.000 11 1.54 150 0.920 9 1.26 151 0.990 6 0.84 152 0.950 19 2.66 153 0.940 5 0.70 160 1.000 57 7.99 161 0.970 9 1.26 162 0.960 21 2.95 163 0.980 6 0.84 165 0.930 12 1.68 167 0.910 8 1.12 113 0.900 18 2.52 _`_4 0.900 10 1.40 Strata Totals ........................................ 713 100.00 Median Ratio COD Median Mean Ratio P.R.D. 100.55 15.24 109.33 1.06 99.64 7.26 100.14 101 99.63 22.64 116.29 1.14 100.46 9.93 104.74 1.01 98.34 23.80 116.81 1.11 95.52 15.91 101.47 1.04 98.75 3.92 96.69 1.01 94.00 1.02 94.00 1-00 100.91 11.85 106.76 1.05 100.00 12.97 10627 1.03 99.00 7.49 99.86 1.01 100.23 8.38 97.86 1.00 99.92 5.45 99.62 1.00 99.72 7.59 9761 1.02 100.47 8.68 102.33 1.01 99.00 7.81 100.72 0.96 100.82 6.98 101.98 1.01 100.27 5.76 102.03 1.01 97.25 5.76 97.96 1.01 100.00 7.76 101.37 1.01 100.57 6.44 100.43 1.00 99.49 8.76 97.84 1.02 99.35 10.76 106.79 1.08 100.51 3.70 9929 1.00 100.20 3.10 100.08 1.00 99.94 7.22 102.15 1.01 99.91 4.45 99.29 1.00 99.66 5.41 98.20 1.00 98.83 2.88 100.37 1.00 100.01 5.50 99.00 1.00 95.38 5.74 95.76 1.01 99.16 6.05 97.23 1.00 98.04 5.40 97.48 L00 99.77 8.61 101.80 1.02 2/2/2026 Dubuque City Assessor Presentation Page 447 4865 Total Living Area Strata TI A nr (,RA Strata # of Sales % of Total 0 - --49 1 0.14 =50 - 499 500 - 749 13 1.82 750 - 999 76 10.66 1,000 - 1,249 194 27.21 1, =50 - 1, 499 193 27.07 1,500 - 1,749 102 14.31 1,750 - 1, 999 42 5.89 =, 000 - 2, 249 37 5.19 =, -50 - =, 499 26 3.65 ^, 500 - 2,749 11 1.54 =, 750 - =, 999 2 0.28 3,000 - 3, 249 4 0.56 3, =50 - 3, 499 3 0.42 3,500 - 3,749 1 0.14 3, 750 - 3, 999 3 0.42 4,000 - 4,249 1 0.14 4,=50 - 4,499 4,500 - 4,749 2 0.28 4,750 - 4,999 5,000 - 5,499 5, 500 - 5, 999 1 0.14 Before After Median Ratio Median Ratio IOU 84.51-1 93.03 86,5f 10041 89.1 ,_; 99.01 88.3: 99.34 90.44 99.91 93.8i. 101.99 93.64 101.31 92.11:1 101.28 92.50 98.75 100.9': 17&Y, 92.0-7, 103.39 92.07 99.89 99.41 99.4< 106.51 98.1� 100.14 72.5 95.86 967:�� Ini 1,- 2/2/2026 Dubuque City Assessor Presentation Page 448 ;?865 Rollback — Residential State's Assessment Limitation, or "Rollback", plays a major role in tax calculations, working as a counter -balance to assessment increases by adjusting the percentage of an Assessed Value that becomes Taxable Value. The Rollback limits Taxable Value growth to 3% for the entire state for these classes of properties. The Rollback does not limit value changes on individual properties or by area. 2025 Residential parcels receive a 44.5345% Rollback factor, meaning Taxable Value is 44.53% of the Assessed Value. 2024 Residential rollback was 47.4316%. 2/2/2026 Dubuque City Assessor Presentation Page 449 0865 Residential Property Example (Average Single -Family Home Value) Prior year (2024) Current year (2025) Change % Assessed Value Rollback Taxable Value $184,500 47.43% $87,500 $2001000 44.53% $891100 +8.4% -6.1% +1.8% 2/2/2026 Dubuque City Assessor Presentation Page 450 ;#865 Commercial and Industrial Properties Commercial properties increased 15.6% due to the normal arms length sale transactions in Dubuque during 2024. While no longer Commercial, apartments also saw larger increases based on sales prices versus prior assessments. Per Senate File 619 (2021), the state -reimbursed "backfill" amount is reduced each year until depleted in FY 2029— the estimated backfill payment for FY 2026/27 is $292,705, down from $390,273 in the prior cycle (25% decrease). Two-tier Assessment Limitations —First $150,000 in Assessed Value for Commercial/ Industrial/Railroad properties have the same Rollback as Residential properties (44.53% in 2025). Assessed Value above $150,000 has 90% Rollback for calculating taxable value. 2/2/2026 Dubuque City Assessor Presentation Page 451 ;P865 Commercial & Industrial Property Example Example of a Two-tier Limitation Taxable Value calculation Assessed Value Rollback Calculation Taxable Value Prior year (2024) $300.,000 $150,000 x 47.43% $150,000 x 90.00% Current year (2025) $347,000 $150,000 x 44.53% $197,000 x 90.00% Change % +15.7% $ 71,145 13 5 000 $206,145 $ 66,795 177 300 $ 244,095 2/2/2026 Dubuque City Assessor Presentation Page 452;P865 Assessed Value Added Due to New Construction (Partially -exempt and properties in TIF districts are included) Year City of Dubuque 2025 $42,079,500 2024 $54,492,660 2023 $51,078,360 2022 $33,210,380 2021 $37,978,310 Other Cities $41,695,070 $49,061,135 $58,046,453 $26,2241050 $29,047,403 Rural Areas $45,028,040 $36,382,270 $23,976,498 $52,872,183 $42,285,300 2/2/2026 Dubuque City Assessor Presentation Page 453 W865 2025 Total Assessed Value Changes Classification Residential & Ag Dwlgs Residential 3+ Commercial Industrial Agricultural Land & Bldgs Total All Classes Change + $341,881,,440 +$101,083,721 +$236,896,451 +$ 13,995,850 +$ 11179,472 +$695,036,934 Total $4,362,854,800 $ 468,5411554 $1,757,410,760 $ 1931684,660 $ 5,9631000 $6,788,454,774 2/2/2026 Dubuque City Assessor Presentation Page 454 W865 estions? Troy W. Patzner Dubuque City Assessor 1789 Elm Street, Suite A Dubuque, IA 52001 (563) 589-4416 Troy.Patzner@dubuquecountyiowa.gov 2/2/2026 Dubuque City Assessor Presentation Page 455 P865