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Presentation on Impact of Proposed Iowa Property Tax BillsCity of Dubuque City Council ACTION ITEMS # 2. Copyrighted February 16, 2026 ITEM TITLE: Presentation on Impact of Proposed Iowa Property Tax Bills SUMMARY: Chief Financial Officer Jennifer Larson will make a presentation on the impact of the proposed Iowa property tax bills, which include Senate Study Bill 3001, the Governor's bill Senate Study Bill 3004, and House Study Bill 596. SUGGUESTED Receive and File; Presentation DISPOSITION: ATTACHMENTS: 1. MVM Memo - Presentation on Proposed Iowa Property Tax Bills_MVM Memo 2. Iowa_Property_Tax_BiIIs_Impact _Presentation (1) 3. Tax Increment Financing in Dubuque - Jan 29 2026 4. TIF 15-Year Impact - State 5. Property Tax Handout 2026 Page 1031 of 1214 THE CITY OF DUBE Masterpiece on the Mississippi TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Presentation on Impact of Proposed Iowa Property Tax Bills DATE February 12, 2026 Dubuque AI WIN av 2007-2012.2013 2017*2019 Chief Financial Officer Jennifer Larson will make a presentation on the impact of the proposed Iowa property tax bills, which include Senate Study Bill 3001, the Governor's bill Senate Study Bill 3004, and House Study Bill 596. I respectfully recommend you receive and file the presentation. k�4 Mic ael C. Van Milligen MCVM:jml Attachment cc: Crenna Brumwell, City Attorney Cori Burbach, Assistant City Manager Jennifer Larson, Chief Financial Officer Page 1032 of 1214 Senate Study Bill (SSB) 3004 (Governor's Bill) Senate Study Bill (SSB) 3001 House Study Bill (HSB) 596 Key Terms: Levy — Tax rate applied to property value; TIF — Tax Increment Financing for development projects. Page 1033 of 1214 • SSB 3004 Governor's Bill: Caps levies, limits reserve, changes assessments, restricts TIF • SSB 3001: General Fund Levy cap formulas, rollback phase -out, homestead exemptions, LOST increase, Gas Excise Tax CPI increase • HSB 596: Caps levies, adds exemption, Taxpayer Budget Statement improvements,, voter approval for bonds Key Terms: Rollback — Percentage reducing taxable value; Homestead Exemption — Deduction from taxable value for primary residence. CPI — Consumer Price Index for inflation adjustments. Page 1034 of 1214 • Property Tax Growth Cap: Max levy = 102% of prior year + new valuation growth • Reserve Limit: 10% cap • Assessment Changes: Rollback threshold raised, homestead exemption replaces credit • Urban Renewal Restrictions: TIF limited to infrastructure/demolition & new TIF areas 20 years Key Terms: Property Tax Growth Cap — Limit on annual levy increase; Reserve Limit — Max 10% of general fund; TIF — Restricted to infrastructure/demolition. Page 1035 of 1214 F SSB 3004 Current SSB 3004 Current Category FY28 FY28 Diff FY28 FY39 FY39 Diff FY39 Avg Residential $968 $1,007 -$38 $929 $1,094 -$164 a Avg Multiresidential $1,751 $1,915 -$164 $1,680 $2,054 -$374 Avg Commercial $4,511T $5,422 -$911 $5.378 $6.877 -$1,499 Avg Industrial $5,473 $6,473 -$11000 $5,606 $7,218 -$11611 City Tax Revenue (Million) $32.2 $36.1 -$3.8 $42.3 $60.0 -$17.7 TIF Revenue (Million) $16.11 $19.6 -$3.41 $19.21 $29.9 -$10.7 Key Terms: FY — Fiscal Year; TIF Revenue — Taxes diverted for development; Avg — Average tax per property class. Page 1036 of 1214 • Levy Cap Formulas: Formula A (2% growth), Formula B (0.5% increase) • Assessment Changes: Commercial/industrial at 100%, residential rollback phases out • Homestead Exemptions: 25%-50% over time • 65+ No Mortgage Exemption: 25%-100% over 4 years • LOST Increase: Up to 1.5 • CPI on Gas Excise Taxes Key Terms: Levy Cap — Formula limiting tax growth; Homestead Exemption — Percentage of home value exempt; LOST — Local Option Sales Tax. Page 1037 of 1214 ISSB 3001 1 Current SSB 3001 Current Category FY28 FY28 Diff FY28 FY39 FY39 Diff FY39 Avg Residential $943 $1,006 -$63 $938 $1,219 -$281 Avg Multiresidential $2,273 $1,915 $358 $3,390 $2,290 $1,100 Avg Commercial $5,267 $5,422 -$155 $5,086 $6,217 -$1,131 Avg Industrial $6,1671 $6,4731 -$3061 $6,437I $8,0461 -$1,609 City Tax Revenue (Million) $36.0 $36.1 -$0.1 $55.0 $54.2 +$0.8 TIF Revenue (Million) $18.3 $19.6 -$1.3 $24.2 $29.9 -$5.7 Key Terms: BAF — Budget Adjustment Factor tied to CPI; CPI — Consumer Price Index for inflation adjustments. Page 1038 of 1214 • All Levies Cap: 102% limit • Residential Exemption: $25,,000 taxable value • Taxpayer Budget Statement improvements • Bond Restrictions: 60% voter approval for General Corporate Purpose Key Terms: Exemption — Fixed amount deducted from taxable value; Debt Service — Levy for bond repayment; Voter Approval — 60% required for bonds. Page 1039 of 1214 Category vg Residential vg Multiresidential vg Commercial vg Industrial City Tax Revenue (Million) TIF Revenue (Million) HSB596 FY28 $734 $1,919 $5,433 $6,486 Current FY28 $1,007 $1,915 $5,422 $6,473 Diff FY28 -$272 HSB596 FY39 $722 Current FY39 $89 Diff FY39 -$175 $4 $1,754 $1,709 $45 $10 $5,583 $4,885 $698 $12 $5,938 $5,834 $276 $32.2, $36.11 -$3.91 $42.71 $54.21 -$11.5 $17.81 $19.61 -$1.81 $18.7 $29.9 -$11.2 Key Terms: Tax Levy — Rate applied to assessed value; TIF — Tax Increment Financing revenue. Page 1040 of 1214 Comparison of Iowa Property Tax Bills Feature Tax Levy Limitation Taxpayer Budget Statement General Obligation Bonds General Fund Reserve Limit Assessment Changes 65+ Homestead Exemptions Revenue Increases TIF Restrictions erms: HOm HSB 596 102% cap on all levies (excludes debt service) Revises mailed property tax info; consults Iowa League of Cities & [SAC Special election required for general corporate purpose bonds (fire stations, parking) 60% for None $25,000 homestead exemption in addition to homestead credit None None SSB 3004 Governor's SSB 3001 102% cap on all levies (excludes debt service) Not addressed 102% cap on general fund levy, budget adjustment factor if taxable value growth >102% Allows online posting of taxpayer budget statement No bonds for general operations. No bonds for general operations. 10% of current year general fund None expenditures Commercial/Industrial tier 1 Residential and Multiresidential rollback threshold increases from rollback phases out 70% in FY28 to $150K to $250K. Homestead credit 100% by FY39.Eliminates becomes an exemption. Homestead Credit. Phases in Assessment cycle changes from Homestead Exemption 25% & cap every two years to every three of $175k in FY28, rising to 50% & years cap of $300K in FY38. Eliminates 65+ Homestead $6500 exemption. None None Only street & demolition allowed; New TIF areas limited to 20 years ad Ueditvs Lxemption — Credit reduces tax owe Exemption reduces LOST — Local Option Sales Tax. Creates additional exemption for 65+ with no mortgage. FY28: 25% of remaining taxable value, increasing to 100% in FY31 LOST cap from 1% to 1.5%. CPI on Gas Excise Tax None xaoie value; Page 1041 of 1214 TAX INCREMENT FINANCING Creating and retaining jobs and facilitating growth in Dubuque, Iowa Greater Dubuque DEVELOPMENT CORP. THE CITY OF DUB E Masterpiece on the Mississippi TV FAe 1042 of 1214 "Would the last person to leave Dubuque please turn off the lights?" Commonly repeated, residents used this dark humor to help deal with Dubuque's dire unemployment rate which hit 23% in January 1982. High school and college graduates left for more prosperous cities and states, taking their talent with them. Enter Tax Increment Financing. In 1985, the Iowa State Legislature amended urban renewal law to allow cities to use Tax Increment Financing (TIF) for economic development purposes. This tool simply directs the increase in property tax generated from property improvements to the city, which can use this increment as a financial incentive to companies that invest and create jobs in the urban renewal area. This is how the City of Dubuque built over 1,400 acres of industrial parks, now home to 56 businessses, including 47 local businesses that needed a place to expand. TIF is the only meaningful local economic incentive available to Iowa cities and Dubuque's responsible use of TIF has created a nationally -recognized transformation. Dubuque has been ranked by Forbes, Kiplinger, the U.S. Conference of Mayors, the National Civic League, and the Milken Institute as one of the best cities in the United States to live, work, and play. TIF Incentives 2010 - 2026: $95,138,429 Leveraged Private Investment: $863,296,204 Employment Impact 2010 - 2026: 4,204 jobs retained 866 jobs created Housing Creation 2010 - 2026: 1,461 units created (Totals as of jonuary 2026) From small, local companies to global brands, over 70 projects in our community have benefitted from tax increment financing since 2001, including • Advanced Data -Comm • Andersen Window & Door • Art's Way Manufacturing • AY McDonald Manufacturing • Cottingham & Butler • Dubuque Screw Products • Dupaco Community Credit Union • E91 (formerly Entegee) • FEH Design • Geisler Brothers Company • Giese Manufacturing • Green Industrial Supply • Hartig Drug • Heartland Financial Services • Hodge Companies • Hormel/Progressive Processing • ITC Midwest • Kendall -Hunt Publishing • Klauer Manufacturing • Kunkel Ex Associates • McCoy Group • McGraw-Hill • Medline Industries • Nordstrom • Prairie Farms • Rite -Hite 7/no PROJECTS • Rockfarm Holdings • Rousselot, Inc. • Sedgwick CMS • Simmons Pet Food Inc. • Spahn & Rose Lumber Co. • Theisen's Supply • Tri-State Industries • Tri-State Quality Metals • Unison Solutions • Universal Tank • Vanguard Industries • Verena Street Coffee • Woodward Communications Frage 1043 of 1214 D U PACO COMMUNITY CREDIT UNION _1 TIF Investment: 15 years of TIF rebates Project Investment: �Ir` �- 1, � $38,000,000� a Employment Impact: 40 new jobs More QualityJobs Where Employees Can Live, Work, and Play Dupaco Community Credit Union is a not -for -profit financial cooperative owned and controlled by more than 112,000 members, most of whom live in Dubuque and the Tri-State area. The credit union was founded in 1948 by 10 employees of the Dubuque Packing Company Dupaco redeveloped 82,800 square feet of office space in a five -story building on Jackson St. in Dubuque's Historic Millwork District. The project was completed in 2022. As part of the project's development agreement, Dupaco agreed to expand its operation in Dubuque from 150 operations employees by at least 40 new full-time employees prior to October 1, 2023. An additional component of the agreement is the required collaboration between the City, Dupaco, and other stakeholders in the area regarding the uses of existing infrastructure and transportation needs. Ongoing communication in the form of monthly meetings and annual reports highlight the ability for these types of agreements to bring the community together. SIMMONS PET FOOD National company chooses Dubuque and expands within 2 years Simmons Pet Food, Inc., a family -owned business based in Arkansas, is the leading North American private -label and contract manufacturer of wet pet food with three locations in the US and one in Canada. Simmons purchased a vacant existing manufacturing facility in Dubuque in summer 2021. By summer 2022, they already expanded, introduced a second pet food line at the location, and hired additional employees. In spring 2023, they partnered with a local developer on a new $25.5 million warehouse project, also supported by 10 years of TIF rebates. The original and subsequent development agreements with Simmons required them to provide a total of 281 jobs but, as of February 2025, they had provided over400 new jobs in Dubuque! TIF Investment: 10 years of TIF rebates Project Investment: $71,000,000 Employment Impact: 441 new jobs XMy'a'� ,� - Expansion Afterjust Four Years in Dubuque Progressive Processing, LLC, a subsidiary of Hormel Foods Corporation, has a processing plant located in the Dubuque Industrial Center West. In 2014, the company expanded operations at its Dubuque location, moving the production of its bacon topping products and Spam line to the facility. The original project, completed in 2014, created 91 new jobs and had a capital investment of $34.4 million in new HORMEL /PROGRESSIVE PROCESSING TIF Investment: 5 years of TIF rebates Project Investment: $123,400,000 Employment Impact: 381 new jobs equipment and building improvements. This expansion followed Progressive Processing's 2010 investment of $89 million to construct the new facility at the site and create 196 jobs. An additional $13 million investment in machinery and building improvements in 2019 allowed Hormel to increase production capacity and add two additional product lines to this facility, as well as another 58 new jobs. Today, Progressive Processing reports 381 jobs at its Dubuque facility. TRI-STATE QUALITY METALS TIF Investment: 10 years of TIF rebates Project Investment: $5,150,000 Employment Impact: 10 new employees Fabricator Finds New Home for Growth Tri-State Quality Metals, LLC is a locally owned sheet metal fabrication manufacturer formed in 2010 in Peosta, Iowa. The company performs laser cutting of sheet metal, as well as plasma cutting, bending, drilling, tapping, sawing, and welding to create customized parts. Tri-State Quality Metals also provides services including plating, machining, sheering, and painting that are outsourced to other area manufacturers. The company has grown from a local customer base to one that is regional, serving manufacturers in eastern Iowa, northwestern Illinois, and southwestern Wisconsin. The largest customer, Rite -Hite, sells products to worldwide markets. In addition, Tri-State Quality Metals produces parts for companies that ultimately sell to international manufacturers such as John Deere, Caterpillar, and Volvo. In 2014, the Tri-State Quality Metals constructed a new $3.4 million, 44,000 square -foot production facility in the Dubuque Industrial Center South. The expansion allowed the company to add 10 new employees, bringing its total number of employees to 23. In 2023, the Tri-State Quality Metals constructed a $1.75 million, 31,500 square -foot expansion to their facility. This expansion did not require additional TIF but was made possible by the original TIF support. Page 1045 of 1214 ROASTING SOLUTIONS /VERENA STREET COFFEE TIF Investment: 10 years of TIF rebates Project Investment: $10,200,000 Employment Impact: 20 new jobs New Facility Meets Needs of Coffee Roaster's Growing Market Roasting Solutions/Verena Street Coffee opened their new state -of -the art production facility and national headquarters in the Dubuque Industrial Center South in 2016. The locally owned 34,000 square -foot facility is nearly five times larger than its previous facility. Roasting Solutions invested over $10.2 million on the project which created 10 new jobs. RITE H ITE ALWAYS LOOKING AHEAD Roasting Solutions is a privately -held, family -owned organization founded in 2010. The company roasts and packages its coffees at its Dubuque facility. Verena Street coffee can currently be found in over 750 grocery stores, club stores, warehouse stores, and mass merchandisers in Iowa, Illinois, Wisconsin, Minnesota, Nebraska, surrounding areas, and online. RITE-H ITE TIF Investment: 10 years of TIF rebates Project Investment: $8,900,000 Employment Impact: 138 new jobs Project Creates Operational Efficiencies for Manufacturer Rite -Hite manufactures doors, seals and shelters, barrier systems, and other aftermarket products at its Dubuque production facility at 4343 Chavenelle Drive in the Dubuque Industrial Center. The company is a longtime Dubuque corporate citizen of and employs 270 at its Dubuque location where it completed an $8.9 million expansion project in 2017 to add 138,000 square feet of manufacturing space and 24 new employees. In addition to the new production space, the project included a partial remodel of offices, and approximately $420,000 for new machinery and equipment. The project improved productivity and operational efficiencies and expanded research and development capabilities. Today, Rite Hite employs 407 employees at its expanded facility. Page 1046 of 1214 THEISEN SUPPLY INC. Family -Owned Company Invests in Distribution Center A local company whose owner is very generous with non-profit agencies across the state was looking to expand for the second time in a five-year period. A consultant advised Theisen Supply to relocate its proposed distribution center outside of Dubuque, closer to a major US interstate highway. Jim Theisen, then president and CEO, credited programs like TIF with helping make the decision to stay in Dubuque. The $2.8 million investment is located in Dubuque's Industrial Center West —helping the company maintain 48 full-time positions and create 32 additional positions to date. The 160,000 square -foot distribution center supplies Theisen's 22 stores in Iowa and two in Wisconsin —up from 15 stores in 2007. The extra space allows the company to maximize its buying potential and offer the lowest prices and best selection of products to their loyal customers ... a definite win for Iowans! TIF Investment: 5 years of TIF rebates Project Investment: $4,800,000 Employment Impact: 117 jobs GREEN INDUSTRIAL SUPPLY Dubuque -Based Supplier Expands Local Footprint In 2022, Green Industrial Supply, Inc. announced plans to expand its operations including the construction of a 97,000 sq. ft. building addition. Originally founded in 1971, Green Industrial Supply, Inc. is locally owned and headquartered in Dubuque and offers services such as competitive parts sourcing, quality inspection, knitting, assembly, and packaging. The company's use of innovative technology allows customers the opportunity to lower overhead costs and make better use of human and capital resources. Green Industrial Supply's expansion projects included a capital investment of approximately $7.8 million dollars, the retention of 61 full time positions, and the creation of 10 new full-time positions. TIF Investment: 10 years of TIF rebates Project Investment: $7,800,000 Employment Impact: 10 new jobs Page 1047 of 1214 zzk ROSHEK BUILDING History Meets High Tech From a posh department store built in the 1930s, to a tired office building that had suffered from "urban ' renewal" in the 1970s, the Roshek Building was given new life in 2009 in the form of a $40 million historic rehabilitation. The 250,000 square -foot, LEED Platinum rehab project now houses offices for Cottingham & Butler, UMB Bank, RSM, Community Foundation of Greater Dubuque, and other local firms —with retail on the first floor catering to the needs of the building's employees. The rehabilitation of this downtown icon has enabled local businesses to expand their downtown employment base while maintaining 1,144 jobs. TIF Investment: 10 years of TIF rebates Project Investment: $40,000,000 Employment Impact: 32 new jobs KU N KEL &t ASSOCIATES Making Iowa Competitive a TIN L3 TA El I li ii@D TA TA :A aaq «:. hiAlMmi � 711 A Project Accolades • Excellence in Economic Development in Historic Preservation -Led Strategies Award - Iowa Economic Development Authority • Excellence in Economic Development Award in the Category of Public -Private Partnerships - International Economic Development Council • J. Timothy Anderson Award - National Housing & Rehabilitation Association • National Preservation Honor Award - National Trust for Historic Preservation • Platinum LEED Certification - Leadership in Energy and Environmental Design Core and Shell Platinum - U.S. Green Building Council • Best Development Award - 1000 Friends of Iowa • Outstanding Total Building Rehabilitation Award - Dubuque Main Street • Best Total Building Rehabilitation Award - Main Street Iowa • Preservation Award - Dubuque County Historical Society Locally owned Kunkel a Associates announced plans to relocate from Wisconsin to Dubuque in 2006. The company provides insurance consulting, commercial and personal insurance, employee benefits, claim consulting, and patient advocate services. The company invested $1.8 million and built a 10,000 square -foot office complex in the Dubuque Technology Park, initially bringing 24 newjobs to Iowa. The facility also serves as the company's corporate headquarters. In 2015, Kunkel & Associates expanded its operation and invested over $2.5 million to double their office space to 20,000 square feet. Along with the expansion, the company hired 16 new employees. The most recentjob reporting showed Kunkel & Associates bringing their total employment to 76. TIF Investment: 10 years of TIF rebates Project Investment: $1,800,000 Employment Impact: 76 new job: HOW IT WORKS When a TIF district is created, a "base" valuation of the property value is established. The base valuation accounts for assessed values prior to the TIF designation. The tax revenue from this base value remains with all taxing authorities. Increases in the assessed value over time over and above the base are called the "increment." The TIF authority (in this case, the City of Dubuque) may access the tax revenue generated by the increment, to fulfill the designated purpose of the district. TIF is typically used by cities to fund public improvement projects or private project - based financial assistance, in conjunction with developing or redeveloping different parts of a city. This may include upgrading areas of the city suffering from slum and blight, helping residential development efforts, and enhancing economic development activities. Depending on the size of the project, cities may use the annual increment to provide project funding or may need to incur debt to finance an improvement, such as installing infrastructure. $1,000 1 l $100 TODAY TIME END OFTIF TIF FOR DUBUQUE HOUSING CREATION: 2010-2025 $34.5 million in TIF spread across 60 projects leveraged $326 million in private investments to create nearly 1,500 housing units within the city. Projects are located throughout the community and range in size from 2 units to 201 units, with individual TIF grants ranging from $15,000 to nearly $7 million. Multiple housing studies have shown Dubuque needs thousands of additional housing units to address the need. Housing TIF has been a critical tool to support private housing creation of all types to address the housing gap. By state law, when TIF is used for housing development, approximately 38 percent of the future tax increment revenues from the project must be used to provide housing assistance to low- and moderate -income families whose incomes are no greater than 80 percent of the median income anywhere in the city. This is starter housing for Dubuque's current and future workforce, and our most vulnerable residents, the elderly and disabled. V 1 i r.. CONTACT US City of Dubuque Economic Development www.cityofdubuque.org/econdev ED009-01262026 563-589-4393 Page 1049 of 1214 Tax Increment Financing in Dubuque: 2010m2025 $95 million in TIF has leveraged $836 million in private investment in 91 projects. Private investment to TIF ratio = 9:7 Tax increment financing (TIF) is the only meaningful local economic incentive available to Iowa cities. It is an important and flexible tool used in communities for three main purposes: promoting economic development, eliminating slum and blight, and facilitating housing development. The ability to use TIF to assist private economic development projects in urban renewal districts is an essential ingredient of the City of Dubuque's nationally recognized success, providing financing and incentives for private investment. TIF directs the increase in property tax generated from property improvements to the city, which can use this increment as a financial incentive to the private sector to invest in and create jobs in TIF for Dubuque Job Creation: 2010-2025 TIF supported 35 companies in retaining or creating 5,000 jobs. $38 million in TIF leveraged $348 million in private investments From small, local companies to global brands, TIF has supported a variety of Dubuque employers over the last 15 years, including: • Andersen Window & Door, • AY McDonald Manufacturing, • Cottingham & Butler, • Dubuque Screw Products, • Dupaco Community Credit Union, • Geisler Brothers, - • Giese Manufacturing, • Green Industrial Supply, lubuque Screw Products • Hormel, • Klauer Manufacturing, • McCoy Group, • Prairie Farms, -' •� �`� ��• • Rite Hite, • Rousselot, - • Simmons Pet Food, • Theisen's Supply, / • Tri-State Quality Metals, THE CITY OF • Unison Solutions, • Universal Tank, DUB • Vanguard Industries, and • Woodward Communications. Masterpiece on the Mississippi Page 1050 of 1214 TIF for Dubuque Housing Creation:2010-2025 $34.5 million in TIF spread across 60 projects leveraged $326 million in private investments to create nearly 1,500 housing units within the city. Projects are located throughout the community and ranged in size from 2 units to 201 units, with individual TIF grants ranging from $15,000 to nearly $7 million. When a TIF district is created, a "base" valuation of the property value is established. The base valuation accounts for assessed values prior to the TIF designation. The tax revenue from this base value remains with all taxing authorities. Increases in the assessed value over time over and above the base are called the "increment." The TIF authority (in this case, the City of Dubuque) may access the tax revenue generated by the increment, to fulfill the designated purpose of the district. By state law, when TIF is used for housing development, approximately 38 percent of the future tax increment revenues from the project must be used to provide housing assistance to low- and moderate -income families whose incomes are no greater than 80 percent of the median income anywhere in the city. This is starter housing for Dubuque's current and future workforce, and our most vulnerable residents, the elderly and disabled. TIF is typically used by cities to fund public improvement projects or private project - based financial assistance, in conjunction with developing or redeveloping different parts of a city. This may include upgrading areas of the city suffering from slum and blight, helping residential development efforts, and enhancing economic development activities. Depending on the size of the project, cities may use the annual increment to provide project funding or may need to incur debt to finance an improvement, such as installing infrastructure. Requested Action • Support efforts to maintain Tax Increment Financing as an economic development financing tool. • Oppose restrictions on use of TIF for public infrastructure and oppose the "sunsetting" of TIF districts. Page 1051 of 1214 Page 1052 of 1214 THE CITY OF DUB E Masterpiece on the Mississippi The property tax system in Iowa is a key revenue source for local governments, including cities, counties, school districts, and other taxing districts. Where Do Dubuque Property Taxes Go? FY2026 Consolidated Rate of $30.37767 per $7,000 assessed value NICC 3.1% Other 2.2% How Does the City of Dubuque Use Property Taxes? blic Safety - 42.8% :ulture & Recreation -18.8% General Government - 16.2% Public Works - 9.7% Community & Economic Development - 6.4% Other - 4.5% Health & Social Services - 1.2% Capital Projects - 0.3% >ebt Service - 0.1% Local governments set property tax rates to deliver essential services residents want and need. This flexibility is crucial for several reasons: ■ Meeting Local Needs Communities have unique needs, and a one -size -fits -all tax rate wouldn't address these differences. ■ Maintaining Fiscal Freedom Local freedom to use local dollars enables governments to respond to local residents' needs and community -specific challenges. It allows local governments to be more self-reliant and less dependent on state or federal funding, which can fluctuate or come with restrictive conditions. ■ Encouraging Community Investment When property taxes are effectively used for visible, high - quality services, residents are more likely to see value in their tax contributions. This investment in the community can encourage long-term growth, retain existing residents and attract new residents, circulate money in the local economy, and increase property values over time. Dubuque has the lowest property tax rate of the 11 cities in Iowa with a population over 50,000. In 2023, Moody's Investor Services upgraded the City's bond rating to the third - highest rating possible. Valuation of Property • Assessment: Property is assessed by the county assessor every odd - numbered year (e.g., 2021, 2023, 2025). The assessor estimates the market value of the property, which is essentially what it would likely sell for under current market conditions. • Classification: Properties are classified as residential, agricultural, commercial, industrial, or multi -residential. Each classification can have different assessment rates, as well as tax credits and exemptions. Calculation of Property Taxes Taxable Value Calculation: Once the rollback is applied, the property's taxable value is determined. Then, each taxing authority's levy rate is applied to calculate the actual tax owed. Rollback and State Equalization • Rollback: The Iowa Department of Revenue applies a "rollback" rate to certain property classes. In the current year, residential property owners only pay taxes on 47.4% of the assessed value of their property. • Equalization: Every two years, the Iowa Department of Revenue conducts an equalization process to adjust property valuations across counties. This helps to standardize assessment levels statewide and prevent wide disparities. This is based on actual land sales. Levy Rates • Levy Rates: Property taxes in Iowa are determined by applying a levy rate to the taxable value of the property. Local governments, school districts, and other taxing authorities each set a levy rate according to their funding needs. Tax Credits and Exemptions Iowa offers property tax credits and exemptions that can reduce the tax burden. Key programs include: • Homestead Credit: Provides tax relief for Iowa residents who own and occupy their homes. • Homestead Exemption for 65+: Provides additional tax relief for Iowa residents age 65 and over who own and occupy their homes. • Military Exemption: Offers a property tax exemption for eligible veterans. • Agricultural Land Tax Credit: Provides tax relief for farmland. Appeals Process If a property owner disagrees with the assessment, they may appeal to their local Board of Review, typically in April or May. If the owner disagrees with the Board of Review's decision, further appeals can be made to the Property Assessment Appeal Board or through district court. DUBUQUE EXAMPLE Assessed Value of the Average Residential Property: $196,508 Taxable Value of the Average Residential Property After Rollback: $93,207 CITY PORTION of FY2026 Average Residential Property Tax Bill: $889.20 with homestead tax credit TOTAL FY2026 Average Residential Property Tax Bill: $2,678.77 with homestead tax credit FINANCIAL TRANSPARENCY Budget Adoption Process • Multiple public input meetings and input opportunities as recommended budget is developed • City Council holds public hearing to set the maximum property tax levy • City Council holds series of 7 public meetings as recommended budget is considered. • City Council holds public hearing to adopt the budget Open Budget Portal cityofdubuque.org/budget • Explore and visually interact with the City's operation and capital budgets Open Expenses Portal cityofdubuque.org/finance • Interactive "checkbook" to view all City payments to vendors ° 0 0 0 0 0 0 0°°' '0 0 0 0 0 0 0 0 0° > 0 0 0 0 0 0 0 0 0°.