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HomeMy WebLinkAbout2021-01-27 City Conference Board PacketOFFICE OF THE IOWA CITY ASSESSOR JOHNSON COUNTY ADMINISTRATION BUILDING BRAD COMER ASSESSOR MARTY BURKLE CHIEF DEPUTY MARY PAUSTIAN DEPUTY 913 SOUTH DUBUQUE STREET  IOWA CITY IOWA 52240 TELEPHONE 319-356-6066 January 27, 2021 Dear Conference Board Member: The annual meeting of the Iowa City Conference Board for the consideration of the Iowa City Assessor’s FY 2022 budget is scheduled for Tuesday, February 2, 2021 at 5:00 P.M. through the Zoom meeting platform. Enclosed for your review before the meeting are: 1. The Agenda. 2. A copy of the February 18, 2020 minutes. 3. The Proposed Budget. 4. Annual performance review responses provided to the Assessor Evaluation Committee (completed by the Assessor) 5. A salary survey. 6. A Board of Review Application. 7. The 2020 Iowa City Assessor’s Annual Report. There is an increase in the amount to be raised by the Assessment Expense Fund from last year’s amount. The increase consists of: a. $ 14,768 for a 2.50 percent increase in salaries b. $ 10,629 for merit increases. c. $ 1,944 for an increase in FICA. d. $ 2,397 for an increase in IPERS. e. $ 13,646 for an increase in health insurance. f. $ 300 for an increase to publications & subscriptions. g. $ 2,100 for a first time expense to Johnson County Human Resources to pay for services. h. $ 4,000 for an increase to the auto replacement reserve fund. $ 49,784 Total Increase This increase is offset by the following decrease: i. $ 5,600 to decrease postage, an alternate year expense j. $ 2,500 to decrease printing, an alternate year expense k. $ 300 to decrease dues. $ 8,400 Total Decrease $ 41,384 Net Increase 2 The Assessment Expense Fund levy rate will change from 0.25979 to 0.25664. The increase for salaries is based on a 2.50 percent adjustment within the range that Johnson County uses, similar to a cost of living increase. The enclosed salary survey indicates that our salaries fall below those of the most comparable assessment jurisdictions in Iowa. The City Assessor Evaluation Committee met on January 7, 2021 to review the performance of the Assessor and the proposed budget. Merit increases allow step increases similar to the pay plans used by the city, the county and the schools. The increases above are also reflected in FICA and IPERS. Health insurance was increased due to a projected increase in rates for the next fiscal year. An increase to publications & subscriptions was offset by a similar decrease to dues. These changes were made to reflect the actual expenses in each category. Postage and printing were decreased, because 2022 will not be a reassessment year and we will not be mailing assessment rolls to all property owners. There is a new $2,100 expense to pay the Johnson County Human Resources office for their services provided. This expense is similar in theory to the fee that is paid to the County Information Technology Department for data processing services. The auto replacement reserve fund was increased by $4,000. This account builds each year and carries over until a new car is needed. Please feel free to contact me if you have questions about individual items or wish to see any of the supporting documents for this budget. Sincerely, Brad Comer Iowa City Assessor bcomer@johnsoncountyiowa.gov (319) 356-6066 JOHNSON COUNTY IOWA CITY IOWA CITY BOARD OF SUPERVISORS CITY COUNCIL COMMUNITY SCHOOL BOARD The Conference Board votes as three voting units, with a majority of the members present for each unit determining the unit’s vote. At least two members of a voting unit must be present in order to vote. A quorum is reached when at least two members from two units are present. Iow a City Conference Board Ag enda Electronic Tuesday, February 2, 2021 – 5:00 PM Zoom Meeting Platform Electronic Meeting (Pursuant to Iowa Code section 21.8) An electronic meeting is being held because a meeting in person is impossible or impractical due to concerns for the health and safety of Board members, staff and the public presented by COVID-19. You can watch the meeting on cable channel 4 (118.2 QAM) in Iowa City, or you can watch it online at any of the following websites:  https://citychannel4.com/live  https://www.youtube.com/user/citychannel4/live  https://facebook.com/CityofIowaCity The meeting can also be view ed by going to: ********zoom.us/webinar/register/WN_lRYWRs2ZSa6ABCgFXWZosg to visit the Zoom meeting’s registration page and submit the required information. Once approved, you will receive an email message with a link to join the meeting. If you are asked for a meeting or webinar ID, enter the ID number found in the email. If you have no computer or smartphone, or a computer without a microphone, you can call in by phone by dialing (312) 626-6799 and entering the meeting ID 915 1173 0561 when prompted. Providing comment in person is not an option. A. Call meeting to order by the Chairperson (Mayor). B. Roll call by taxing body. C. Motion to approve minutes of February 18, 2020 Conference Board meeting. Action: ___________________ JOHNSON COUNTY IOWA CITY IOWA CITY BOARD OF SUPERVISORS CITY COUNCIL COMMUNITY SCHOOL BOARD The Conference Board votes as three voting units, with a majority of the members present for each unit determining the unit’s vote. At least two members of a voting unit must be present in order to vote. A quorum is reached when at least two members from two units are present. D. FY 22 Budget Comment The purpose of this meeting is to set a date for a public hearing on the Iowa City Assessor’s proposed budget for FY 2022. 1. Assessor presents proposed budget (included in packet) 2. Discuss proposed budget. (Possible closed session, pursuant to Iowa Code Section 21.5(1)(i), to evaluate the professional competency of individuals whose appointment, hiring, performance, or discharge is being considered. A motion must be made to adjourn to executive session.) 3. Motion to approve publication on proposed budget. Action: ___________________ E. Motion to set date for public hearing. (Suggested date: March 2, 2021) Action: ___________________ F. Present Board of Review applications 1. Appoint Board of Review member Action: ____________________ H. Board comments I. Adjournment. Action: ____________________ IOWA CITY CONFERENCE BOARD MINUTES February 18, 2020 Cit y Conference Board: February 18, 2020 at 5:00 P.M. in the Council Chambers at the Iowa City City Hall, Mayor Bruce Teague presiding. Iowa City Council Members Present: Bergus, Mims, Salih, Taylor, Teague, Thomas, and Weiner. Johnson County Supervisors Present: Green-Douglass, Rettig, and Sullivan. Iowa City School Board Members Present: Eastham. Others Present: Burkle, Comer, Paustian, Fruin, Monroe, Dilkes, and Fruehling. Digital Recording: February 18, 2020. Chair Bruce Teague called the meeting to order. Clerk Comer called roll and stated that a quorum was present. The County (Sullivan) moved to accept the minutes of the last conference board meeting, January 21, 2020, the City (Salih) seconded and the motion carried unanimously 2/0. The Iowa Cit y School Board, having only one member present, did not have a vote recorded. Chairman Teague declared the public hearing on the FY 21 Budget open. After no comment from the public, the public hearing was declared closed. At the last conference board meeting, Mims asked whether the City Assessor is audited by an outside firm. Comer read an email from the County Finance Director stating that the City Assessor is technically not included in the county audit that is performed by an outside firm. The county is the fiscal agent for the City Assessor’s Office and they present some limited financial information in their annual financial report that reflects the year-end agency fund financial position and a summary of the changes in the various assets, liabilities and fund balance for the year. Comer also stated that his office does not handle any money. Claims are submitted to the County Auditor who pays them out of the assessor budget after proper documentation has been provided. The City (Mims) moved to accept the proposed budget as published in the Iowa City Press-Citizen on January 31, 2020 and the County (Green-Douglass) seconded. The motion carried unanimously 2/0. There being no further business it was moved by the County (Green-Douglass) and seconded by the City (Salih) to adjourn at 5:05 P.M. Motion carried unanimously 2/0. Brad Comer Clerk, Iowa City Conference Board EMPLOYEE EXPENDITURES FY 2021 FY 2022 INCREASE SALARIES Current Proposed CITY ASSESSOR 121,370 126,225 4.00% CHIEF DEPUTY ASSESSOR 106,196 110,837 4.37% DEPUTY ASSESSOR 98,560 102,867 4.37% OTHER PERSONNEL 264,607 276,201 4.38% MERIT INCREASES (have been added to salaries above)(10,354) (10,629) SUBTOTAL $590,733 $616,130 4.30% Proposed salaries include merit increases and cost of living adjustments. EMPLOYEE BENEFITS EMPLOYER SHARE: FICA 48,340 50,284 4.02% EMPLOYER SHARE: IPERS 59,636 62,033 4.02% HEALTH INSURANCE 178,619 192,265 7.64% SUBTOTAL 286,595 304,582 6.28% TOTAL EMPLOYEE COST $877,328 $920,712 4.94% OTHER EXPENDITURES LEAVE CONTINGENCY $20,000 $20,000 0.00% BOARDS BOARD OF REVIEW 21,000 21,000 0.00% BOARD OF REVIEW EXPENSES 200 200 0.00% CONFERENCE BOARD 0 0 EXAMINING BOARD 30 30 0.00% SUBTOTAL $21,230 $21,230 0.00% OFFICE EXPENSES MILEAGE & AUTO 4,500 4,500 0.00% OFFICE SUPPLIES 3,500 3,500 0.00% POSTAGE 8,000 2,400 -70.00% TELEPHONE 1,300 1,300 0.00% PUBLICATIONS & SUBSCRIPTIONS 700 1,000 42.86% PRINTING 4,000 1,500 -62.50% INSURANCE 5,000 5,000 0.00% EQUIPMENT PURCHASE 3,400 3,400 0.00% EQUIPMENT MAINTENANCE 200 200 0.00% UNEMPLOYMENT 2,000 2,000 0.00% DATA PROCESSING SERVICES 18,000 18,000 0.00% HUMAN RESOURCE SERVICES - 2,100 NEW SOFTWARE MAINTENANCE 18,000 18,000 0.00% BONDS & W ORKER'S COMPENSATION 1,900 1,900 0.00% COMPUTER REPLACEMENT 2,500 2,500 0.00% SUBTOTAL $73,000 $67,300 -7.81% PROFESSIONAL EXPENSES SCHOOLS & CONFERENCES 13,500 13,500 0.00% DUES 2,300 2,000 -13.04% SUBTOTAL $15,800 $15,500 -1.90% TECHNICAL SERVICES LEGAL FEES & EXPERT W ITNESSES 75,000 75,000 0.00% AERIAL PHOTOGRAPHY 10,000 10,000 0.00% APPRAISAL SERVICE 1,000 1,000 0.00% SUBTOTAL $86,000 $86,000 0.00% TOTAL OTHER EXPENDITURES $216,030 $210,030 -2.78% SUBTOTAL EXPENDITURES $1,093,358 $1,130,742 RESERVES AUTO REPLACEMENT 19,000 23,000 TOTAL RESERVES 19,000$ 23,000$ TOTAL ASSMT EXPENSE FUND BUDGET $1,112,358 $1,153,742 3.72% UNASSIGNED BALANCE $38,401 $70,156 82.69% TO BE RAISED BY TAXATION $1,073,957 $1,083,586 0.90% IOWA CITY ASSESSOR'S OFFICE ITEM IZED BUDGET - ASSESSMENT EXPENSE FUND MAXIMUM ASSESSMENT EXPENSE FUND 4,222,203,857 X .000675 $2,849,987 IPERS & FICA FUNDS $112,317 UNEMPLOYMENT COMPENSATION & TORT LIABILITY $4,000 MAXIMUM ALLOW ED W ITHOUT STATE APPROVAL $2,966,304 MAXIMUM EMERGENCY FUND 4,222,203,857 X .00027 $1,139,995 (requires State Appeal Board approval) MAXIMUM THAT COULD BE RAISED BY TAXATION FOR FY 2022 $4,106,299 ASSESSMENT EXPENSE FUND TOTAL LEVY FY AMOUNT LEVIED LEVY RATE AMOUNT LEVIED LEVY RATE 1996-97 319,513 0.20450 17,000 0.01088 0.21538 1997-98 318,270 0.19946 52,834 0.03311 0.23257 1998-99 318,699 0.19269 184,357 0.11146 0.30415 1999-00 341,910 0.19784 352,508 0.20398 0.40182 2000-01 359,341 0.19823 180,293 0.09946 0.29769 2001-02 396,829 0.20636 6,442 0.00335 0.20971 2002-03 403,136 0.20694 4,426 0.00227 0.20921 2003-04 412,379 0.20818 10,051 0.00507 0.21325 2004-05 470,398 0.22926 15,728 0.00767 0.23693 2005-06 472,050 0.22525 25,995 0.01240 0.23765 2006-07 529,702 0.23164 0 0 0.23164 2007-08 603,916 0.25868 4,792 0.00205 0.26073 2008-09 611,955 0.24917 1,540 0.00063 0.24980 2009-10 600,013 0.23848 0 0 0.23848 2010-11 621,785 0.23147 8,730 0.00325 0.23472 2011-12 680,786 0.24538 2,608 0.00094 0.24632 2012-13 700,997 0.24164 8,384 0.00289 0.24453 2013-14 769,744 0.25873 N/A N/A 0.25873 2014-15 732,073 0.23866 N/A N/A 0.23866 2015-16 754,689 0.24325 N/A N/A 0.24325 2016-17 804,099 0.24339 N/A N/A 0.24339 2017-18 859,971 0.25141 N/A N/A 0.25141 2018-19 838,975 0.23187 N/A N/A 0.23187 2019-20 743,518 0.19747 N/A N/A 0.19747 2020-21 1,073,957 0.25979 N/A N/A 0.25979 2021-22 1,083,586 0.25664 N/A N/A 0.25664 IOWA CITY ASSESSOR'S OFFICE MAXIMUM LEVY ALLOWED PRIOR YEARS LEVIES AND RATES SPECIAL APPRAISERS FUND 2020 SALARY SURVEY JURISDICTION 01 02 SALARY 11 12 SALARY 12 13 SALARY 13 14 SALARY 14 15 SALARY 15 16 SALARY 16 17 SALARY 17 18 SALARY 18 19 SALARY 19 20 SALARY 20 21 SALARY % RAISE 1 YEAR % RAISE 5 YEAR % RAISE 19 YEAR 1ST DEPUTY AMES 79,959 113,938 116,662 120,322 123,943 127,668 131,300 137,770 143,302 150,472 156,208 3.81%22.35%95.36%124,982 POLK COUNTY 93,867 122,330 122,330 125,157 127,974 131,493 135,437 138,822 142,639 146,204 149,859 2.50%13.97%59.65%139,829 POTTAWATTAMIE 74,764 104,919 108,067 111,307 115,087 118,155 123,526 127,868 131,609 135,613 139,474 2.85%18.04%86.55%118,966 CEDAR RAPIDS 74,378 109,328 114,015 117,171 120,083 122,484 125,546 128,057 130,618 134,521 138,556 3.00%13.12%86.29%119,711 JOHNSON 63,500 99,455 101,616 106,976 111,297 114,640 117,506 122,206 127,094 132,178 136,141 3.00%18.76%114.40%115,206 STORY 69,300 102,435 104,485 106,575 108,705 111,670 116,150 123,000 126,690 130,490 135,710 4.00%21.53%95.83%108,570 DALLAS 57,200 87,150 88,904 91,572 93,403 102,650 105,730 112,074 118,747 124,738 130,931 4.96%27.55%128.90%108,018 SIOUX CITY 68,294 84,840 86,537 91,000 93,730 96,073 98,955 101,429 122,990 126,672 130,146 2.74%35.47%90.57%104,117 LINN 65,472 91,477 93,581 95,764 99,563 102,550 105,622 109,685 122,000 125,660 129,430 3.00%26.21%97.69%116,728 DAVENPORT 67,836 97,648 97,189 98,160 100,756 104,453 106,135 107,842 109,998 125,399 128,664 2.60%23.18%89.67%116,039 IOWA CITY 63,340 91,510 94,970 99,010 103,340 100,000 104,500 108,680 112,755 116,983 121,370 3.75%21.37%91.62%106,196 WOODBURY 63,600 87,050 89,660 94,080 97,840 95,000 97,850 100,790 105,000 105,150 115,180 9.54%21.24%81.10%100,206 DUBUQUE CITY 66,083 87,317 89,937 92,635 95,414 98,276 101,224 106,295 108,430 111,683 115,033 3.00%17.05%74.07%95,477 CLINTON CO 102,478 146,017 146,525 150,188 152,790 154,341 157,640 161,730 110,000 112,200 114,725 2.25%-25.67%11.95%88,651 BLACKHAWK 66,200 88,630 90,420 92,457 95,004 97,854 100,790 103,813 106,928 110,136 113,440 3.00%15.93%71.36%79,408 BOONE 45,000 90,000 88,000 93,380 95,719 100,724 102,990 105,305 107,674 110,097 112,300 2.00%11.49%149.56%67,550 MUSCATINE 66,432 89,309 91,540 94,280 96,166 99,060 102,280 105,200 108,360 108,360 110,100 1.61%11.14%65.73%76,677 DUBUQUE COUNTY 62,500 83,410 85,912 88,489 91,144 93,878 100,413 100,079 103,081 106,173 109,358 3.00%16.49%74.97%90,767 SCOTT 62,666 91,486 93,316 95,183 97,087 99,890 96,000 98,100 101,100 106,500 108,850 2.21%8.97%73.70%68,580 WARREN 55,000 72,263 73,800 75,046 76,500 80,413 86,600 88,332 91,000 93,275 95,609 2.50%18.90%73.83%76,787 Iowa City Rank 15 8 8 7 7 12 10 9 10 11 11 5 7 7 10 MEDIAN 66,142 91,482 93,449 95,474 98,702 101,637 105,061 108,261 111,378 120,861 125,017 3.00%18.40%86.42%105,157 2001-02 JOHNSON AND IOWA CITY HAD NEW ASSESSORS STARTING WITH A SIMILAR RATE 2020-21 JOHNSON AND IOWA CITY ASSESSORS HAVE A 12.17% DIFFERENCE CLINTON COUNTY COMBINED CITY AND COUNTY ASSESSORS FOR THE 2018-19 YEAR. LINN CO AND SIOUX CITY BOTH HIRED NEW ASSESSORS FROM OUTSIDE OF THEIR OFFICE IN THE PAST 3 YEARS WHICH RESULTED IN LARGE INCREASES. POTTAWATTAMIE, CEDAR RAPIDS & MUSCATINE HIRED A NEW ASSESSOR FROM WITHIN THEIR OFFICE IN THE PAST 3 YEARS. 2020 COMPARISON OF OFFICES JURISDICTION STAFF 2019 Taxable Value Taxable Value Per Employee Taxes Budgeted 2019 Budget Per Employee Population of Jurisdiction Population Per Employee 2020-21 Assessment Expense Levy Taxes Per Capita Residential COD 2019 Commercial COD 2019 Yrs in Office Appraisal Experience AMES 8 $3,107 388$ 1,307,379$ 163,422$ 66,258 8,282 0.34504 $19.73 9.63 38.55 14 33 POLK COUNTY 38 $26,271 691$ 6,977,214$ 183,611$ 490,161 12,899 0.24836 $14.23 15.71 22.99 6 40 POTTAWATTAMIE 13 $5,106 393$ 1,801,459$ 138,574$ 93,206 7,170 0.35575 $19.33 20.58 26.94 3 32 CEDAR RAPIDS 15 $6,957 464$ 2,327,340$ 155,156$ 133,562 8,904 0.27311 $17.43 12.62 30.06 2 22 JOHNSON 10 $4,695 470$ 1,548,273$ 154,827$ 76,010 7,601 0.28010 $20.37 8.17 18.73 5 29 STORY 7 $1,966 281$ 948,112$ 135,445$ 30,859 4,408 0.44753 $30.72 10.68 17.30 42 47 DALLAS 11 $6,427 584$ 1,868,186$ 169,835$ 93,453 8,496 0.24430 $19.99 8.16 65.25 17 27 SIOUX CITY 9 $3,078 342$ 1,251,836$ 139,093$ 82,651 9,183 0.38116 $15.15 16.91 29.34 18 27 LINN 13 $4,888 376$ 1,886,971$ 145,152$ 93,144 7,165 0.27103 $20.26 10.23 29.89 12 27 DAVENPORT 12 $4,790 399$ 1,648,046$ 137,337$ 101,590 8,466 0.26758 $16.22 16.86 23.70 6 29 IOWA CITY 7 $4,174 596$ 1,093,358$ 156,194$ 75,130 10,733 0.25979 $14.55 6.87 16.87 6 25 WOODBURY 5 $1,718 344$ 823,772$ 164,754$ 20,456 4,091 0.47953 $40.27 19.12 39.73 5.5 27 DUBUQUE CITY 6 $2,585 431$ 825,294$ 137,549$ 57,882 9,647 0.24949 $14.26 16.86 21.74 2 14 CLINTON CO 6 $2,383 397$ 1,402,544$ 233,757$ 46,429 7,738 0.38085 $30.21 25.13 41.54 6 13 BLACKHAWK 14 $5,657 404$ 1,630,937$ 116,496$ 131,228 9,373 0.22095 $12.43 18.62 33.73 6 20 BOONE 7 $1,615 231$ 827,211$ 118,173$ 26,234 3,748 0.44300 $31.53 20.41 42.42 14 32 MUSCATINE 5 $2,063 413$ 687,476$ 137,495$ 42,664 8,533 0.34500 $16.11 16.74 17.65 2 23 DUBUQUE CO.8 $2,457 307$ 871,597$ 108,950$ 39,429 4,929 0.30756 $22.11 13.58 27.62 15 40 SCOTT 9 $4,589 510$ 1,082,800$ 120,311$ 71,353 7,928 0.17432 $15.18 10.64 22.59 4.5 16.5 WARREN 7 $2,364 338$ 877,500$ 125,357$ 51,466 7,352 0.49501 $17.05 13.24 16.60 4 19 Iowa City Rank 13 10 2 9 15 10 2 6 4 1 2 8 13 MILLIONS MILLIONS YEARS MEDIAN 8.5 3,641$ $398 $1,279,608 $138,833 63,889 8,105 0.29383 $18.38 14.65 27.28 6 27 IOWA CITY ASSESSOR'S OFFICE HAS HAD THE LOWEST RESIDENTIAL COD IN THE STATE FOR 7 CONSECUTIVE YEARS. TAXES BUDGETED FOR THE OFFICE DIVIDED BY 2019 POPULATION SHOWS IOWA CITY AT THE 4TH LOWEST AMOUNT. IOWA CITY RANKS 2ND TO POLK COUNTY IN TAXABLE VALUE/STAFF AND POPULATION/STAFF WHICH REFLECTS OUR OFFICE EFFICIENCY. POPULATION NUMBERS ARE BASED ON 2019 ESTIMATES FROM WWW.CENSUS.GOV NOTICE THE CITY CONFERENCE BOARD IS CONSIDERING APPOINTMENT TO THE FOLLOW ING BOARD: BOARD OF REVIEW One vacancy – Six-Year Term January 1, 2021 - December 31, 2026  It is the duty of members of the Board of Review to: equalize assessments by raising or lowering the individual assessments of real property, including new buildings, personal property or monies and credits made by the Assessor;  to add to the assessed rolls any taxable property which has been omitted by the Assessor. Members of the Board of Review shall be residents of the Assessor’s jurisdiction. Iowa City-appointed mem bers of boards and commissions must be 18 years of age. The City of Iowa City encourages diversity in the appointment of citizens to boards and commissions Applications must be received by 5:00 p.m., Tuesday, December 1, 2020. An application can be completed and submitted on the City of Iowa City website at www.icgov.org or by contacting the City Clerk’s office Questions about the Iowa City Board of Review should be directed to Brad Comer at 356-6066. 20 21 bcomer@johnsoncountyiowa.gov IOWA CITY ASSESSOR 01/01/2021 IOWA CITY ASSESSOR’S OFFICE 2020 ANNUAL REPORT Iowa City Assessor’s Office 2020 Annual Report 1 C o n t e n t s 2020-2021 IOW A CITY CONFERENCE BOARD ................................................................. 2 IOW A CITY CITY COUNCIL ............................................................................................. 2 IOW A CITY COMMUNITY SCHOOL BOARD ................................................................... 2 JOHNSON COUNTY BOARD OF SUPERVISORS .......................................................... 2 IOW A DEPARTMENT OF REVENUE AND FINANCE ......................................................... 2 OTHER BOARDS AND SUPPORT STAFF ......................................................................... 3 IOW A CITY ASSESSOR’S OFFICE STAFF ..................................................................... 3 IOW A CITY BOARD OF REVIEW ..................................................................................... 3 IOW A CITY EXAMINING BOARD ..................................................................................... 3 LEGAL COUNSEL ............................................................................................................ 3 ANNUAL REPORT ............................................................................................................... 4 MISSION STATEMENT .................................................................................................... 4 GOALS .............................................................................................................................. 4 OBJECTIVES .................................................................................................................... 4 VALUATIONS ................................................................................................................... 5 COURT CASES ................................................................................................................ 5 PROPERTY ASSESSMENT APPEAL BOARD ................................................................ 5 BOARD OF REVIEW ........................................................................................................ 6 EQUITY VERSUS MARKET IN ASSESSMENT ............................................................... 6 WEB PAGE ....................................................................................................................... 6 ROLLBACKS ..................................................................................................................... 6 NEW LEGISLATION ......................................................................................................... 7 CONTINUING EDUCATION ............................................................................................. 8 ASSESSMENT DATA .......................................................................................................... 9 2020 ABSTRACT OF ASSESSMENTS FOR IOW A CITY ................................................ 9 EXEMPT PROPERTY IN IOW A CITY FOR 2020 ............................................................. 9 VALUE COMPARISONS W ITH ROLLBACKS APPLIED ................................................ 10 COMPARISON OF RESIDENTIAL, COMMERCIAL AND INDUSTRIAL VALUES TO TOTAL ASSESSED AND TOTAL TAXABLE VALUE ................................................... 12 2019 TOP REAL ESTATE TAXPAYERS ........................................................................ 13 COMPARISON OF TAX RATES TO CITIES WITH A CITY ASSESSOR ....................... 14 PERFORMANCE MEASUREMENTS ................................................................................ 14 RESIDENTIAL SALES STATISTICAL ANALYSIS .......................................................... 14 COMMERCIAL SALES STATISTICAL ANALYSIS ......................................................... 16 HISTORICAL COMMERCIAL SALES STATISTICS ....................................................... 16 Iowa City Assessor’s Office 2020 Annual Report 2 2020-2021 IOWA CITY CONFERENCE BOARD IOW A CITY CITY COUNCIL 2021 Council 2020 Council Bruce Teague, Mayor Bruce Teague, Mayor Mazahir Salih, Mayor Pro Tem Mazahir Salih, Mayor Pro Tem Laura Bergus Laura Bergus Susan Mims Susan Mims Pauline Taylor Pauline Taylor John Thomas John Thomas Janice W einer Janice Weiner IOW A CITY COMMUNITY SCHOOL BOARD 2020-21 School Board 2019-20 School Board Shawn Eyestone, President Janet Godwin, President *Ruthina Malone, Vice President Shawn Eyestone, Vice President J.P. Claussen J.P. Claussen Dromi Etsey *Charlie Eastham Janet Godwin Ruthina Malone Lisa Williams *Paul Roesler *Charlie Eastham Lisa W illiams *Conference Board Designee JOHNSON COUNTY BOARD OF SUPERVISORS 2021 Board 2020 Board Pat Heiden, Chairperson Rod Sullivan, C hairperson Royceann Porter, Vice chairperson Pat Heiden, Vice Chairperson Lisa Green-Douglass Lisa Green-Douglass Janelle Rettig Royceann Porter Rod Sullivan Janelle Rettig IOW A DEPARTMENT OF REVENUE AND FINANCE Kraig Paulsen – Director, Iowa Department of Revenue and Finance Iowa City Assessor’s Office 2020 Annual Report 3 OTHER BOARDS AND SUPPORT STAFF IOW A CITY ASSESSOR’S OFFICE STAFF Brad Comer – Iowa City Assessor Date of Employment: 14 Jan, 2002 Appointed 2015 thru 2019 (remainder of prior assessor’s appointment) Re-appointed: 2020 thru 2025 Marty Burkle – Chief Deputy Assessor Date of Employment: 01 Feb, 2006 Hired as Chief Deputy 9 Mar, 2015 Mary Paustian – Deputy Assessor Date of Employment: 05 Jan, 2011 Hired as Deputy 8 June, 2015 Mark Fedler – Appraiser/Clerk Date of Employment: 20 Jun, 1994 Diane Campbell – Accounting Clerk Date of Employment: 16 Feb, 1998 Todd Kruse – Real Estate Clerk Date of Employment: 14 May, 2001 Bruce Sodahl – Appraiser Date of Employment: 29 May, 2018 IOW A CITY BOARD OF REVIEW Ernie Galer Appointed 2018 through 2023 Mike Hahn Appointed 2019 through 2024 Ryan O’Leary Appointed 2020 through 2025 Sara Meierotto Appointed 2016 through 2021 Phoebe Martin, Appointed 2015 through 2020 IOW A CITY EXAMINING BOARD Karin Franklin for Iowa City Appointed 2018 through 2023 Mike Kennedy for Johnson County Appointed 2017 through 2022 Chace Ramey for Iowa City Schools Appointed 2019 through 2024 LEGAL COUNSEL Eleanor Dilkes – City Attorney Eric Goers – Assistant City Attorney Iowa City Assessor’s Office 2020 Annual Report 4 ANNUAL REPORT To: Members of the Iowa City Assessor’s Conference Board From: Brad Comer – Iowa City Assessor Subject: 2020 Annual Report – Issued December 31, 2020 The following report covers the activities of this office from January 1, 2020 to date of issue. MISSION STATEMENT The purpose of the Iowa City Assessor’s Office is to find, list and value for tax purposes, all real property in Iowa City and maintain records for all parcels in Iowa City. GOALS To establish values according to Iowa law on all commercial, industrial, agricultural, residential and multi-residential property within the City of Iowa City; to achieve equitable assessments across all classes of property based on actual physical aspects of the property and all pertinent sales data available; to improve the efficiency by which these assessments are made; to provide prompt and courteous response to all inquiries for information. OBJECTIVES 1. Receive calls and inquiries and dispense information efficiently and in a timely manner. 2. Complete all daily record changes and related duties as they are received. 3. On a quarterly basis, inspect and review all new construction and demolition, and make final review of said construction and demolition by January 1 every year. 4. Notify all new homeowners of potential eligibility for the homestead and military credits by July 1 every year. 5. Notify all owners of commercial and industrial property of potential eligibility for the business property tax credit (BPTC) by July 1 every year. 6. Remove all homestead exemptions, military credits and business property tax credits from the permanent file for those who are no longer eligible to receive the credit by July 1 every year. 7. Efficiently process all other new and routine annual filings, making sure they are in compliance with all laws and rules, and filed by their statutory dates. 8. Send out assessment notices to all properties requiring assessment notices, by April 1 st every year. 9. Accept formal written protests for the Board of Review from April 2nd to April 30th, inclusive, every year and coordinate the Board of Review meetings during the month of May. 10. Receive and review tentative equalization orders from the State Department of Revenue and Finance in August of reassessment years. 11. Receive final equalization orders by October 1 of reassessment years. 12. Accept formal written protests for the Board of Review Special Session from October 9 thru October 31 inclusive of reassessment year and coordinate the Board of Review Special Session from October 10 to November 15 of reassessment years, if needed. 13. Prepare and distribute the annual report by December 31 every year. 14. Hold preliminary Conference Board and public hearings to adopt the annual budget by March 15 every year. 15. Prepare and submit annual abstract to the Department of Revenue & Finance by July 1 every year. Iowa City Assessor’s Office 2020 Annual Report 5 16. Maintain assessment information on website at http://iowacity.iowaassessors.com and make improvements based on input from the public. The site went online February 15, 2001 and has over 2 million hits since that time. 17. Provide online access to application forms for Homestead Credits, Military Exemptions, Commercial Property Tax Credits, Charitable Exemptions, Business Property Tax Credits, and Board of Review petition forms which are available on our Johnson County website at **********.johnsoncountyiowa.com . 18. Review sales as they occur and compare selling price to assessments. 19. Review selling price/assessment ratios by neighborhood, age, size, building type and other relevant criteria. 20. Make adjustments to assessed value as indicated by the sales review and land value review at least every 2 years. 21. Physically inspect properties with selling price-to-assessment ratios outside acceptable standards. 22. Utilize GIS for quality control of assessment data and analysis of valuation. 23. Update recording information (book & page) on our website for older sales. 24. Maintain in-house re-appraisal of all Commercial properties in Iowa City. 25. Annually inspect/re-appraise 10% of residential properties in Iowa City. 26. Continue to cross-train employees for tasks or skills that are outside their specific job descriptions. VALUATIONS Although 2020 was not a real estate revaluation year, some revaluation occurs each year as part of our ongoing reassessment efforts, especially in residential property. Residential new construction added approximately $114 million and revaluation about $33 million. Commercial new construction added approximately $26 million and revaluation added about $5 million. There was $11 million of Multi-residential new construction and $3 million of revaluation. 1015 residential deed sales in 2020 give us a median ratio (assessed value/sale price) of 93.27% compared to 95.22% for 1034 sales in 2019 at the time of sale. This tells us that the selling prices of homes have increased since last year and the number of sales has remained stable. The number of sales above does not include new construction completed during the past year. When including new construction there were 1098 sales. It should be kept in mind that when a jurisdiction is at the State mandated sales ratio level of 100%, a full one-half of home sales will be for less than the assessed value. Sales for less than the assessed value tend to result in appeals to the Board of Review. COURT CASES There are six active District Court appeals that were filed in 2019 and one that was filed in 2020. PROPERTY ASSESSMENT APPE AL BOARD There were 13 commercial properties and 1 residential property appealed to PAAB for 2020. The residential property has been settled. Eight commercial parcels that appealed to PAAB for 2018 and 2019 are still active. Iowa City Assessor’s Office 2020 Annual Report 6 BOARD OF REVIEW The Board of Review was in session from May 1 through June 12, the day of adjournment. 397 protests were filed, with 21 being upheld and 376 denied. The total value of real estate being protested was $157,227,510. The Board allowed a total reduction of $9,056,340. EQUITY VERSUS MARKET IN ASSESSMENT It is difficult to be both equitable among assessments and in tune with the market. Similar properties do not always sell for similar prices, so the market is not always equitable and sometimes a long way from it. Most assessors would lean toward equity if they could choose between the two. Our first priority is equity since it is not always possible to have every assessment match the selling price. Our statistics show that we are doing a good job in this regard. WEB PAGE The Iowa City Assessor’s web page went online during the spring of 2001. Internet availability of comparable sales and comparable assessments has been very helpful to taxpayers concerned about the fairness of their assessments. Links are also provided to the Johnson County Treasurer for tax information and to the Johnson County GIS for online maps and aerial photography. We continue to look for ways to get more of our information accessible online and to increase the ability to query our data. In recent years, historical property record cards were added to our website. All of this has, and continues to reduce traffic at our counter, and frees up personnel to focus on our core function of equitable assessment of property. There have been over 2 million hits on our web site since it went online. It can be seen at *******iowacity.iowaassessors.com. We also have an internet presence through the Johnson County website at http://www.johnsoncountyiowa.gov . Electronic forms for the Homestead Credit, Military Exemption, Business Property Tax Credit, Charitable Exemptions, and Board of Review appeals are available to the public on this web page site. ROLLBACKS The residential rollback will increase from 55.0743%, for the current taxes, to 56.4094% for taxes payable in 2021-2022. The rollback for agricultural property will increase from 81.4832% to 84.0305%. The commercial rollback will stay at 90% for the foreseeable future. Multi-Residential is a newer class of property that started with the 2015 assessment year (taxes payable 2016-2017). This class of property will have a rollback of 67.50% for the 2020 assessment year (taxes payable 2021-2022) and continue to decrease until the 2022 assessment year, when it will equal the residential rollback. Iowa City Assessor’s Office 2020 Annual Report 7 NEW LEGISLATION The 2020 Iowa Legislative Session produced two property tax law changes. HF 2641 – This bill gives the Director of Revenue the power to deny an assessor’s appointment. Does not allow an assessor or deputy to personally assess their property or property of an immediate family member. Requires the assessor to receive approval from city or county counsel in order to get outside counsel to assist the city or county attorney in assessment matters. HF 2382 – This bill relates to the confidentiality concerning individuals allowed a disabled veteran tax credit and military tax exemption. This act provides that the name and address of an individual allowed a Disabled Veteran Tax Credit or a military property tax exemption maintained by the county recorder, county assessor, city assessor, or other entity are confidential. However, the Act allows the sharing of this information upon request to a county veteran’s service officer for purposes of providing information on veterans’ benefits. Iowa City Assessor’s Office 2020 Annual Report 8 CONTINUING EDUCATION Continuing education is a requirement for the assessor and deputies for re-appointment to their positions. Over a six-year term, assessors must complete one hundred-fifty hours of classroom instruction, including at least ninety hours from courses requiring a test. Deputies must complete ninety hours of classroom instruction, including at least sixty tested hours over their six-year terms. It is also beneficial for other employees to attend classes so they can update their skills and stay current with assessment practices. The Assessor attended the following courses and conferences during 2020: ISAC Spring School of Instruction (Iowa State Association of Counties ) 5.5 C.E. Hrs. IAAO Annual Conference on Assessment Administration – webinar (International Association of Assessing Officers ) 12 C.E. Hrs. ISAA Annual School of Instruction - webinar (Iowa State Association of Assessors) 2.00 C.E. Hrs. Iowa Assessment and Taxation Review 18.50 C.E. Hrs. (Tested) The Chief Deputy attended the following courses and conferences during 2019: ISAA Annual School of Instruction - webinar 2.00 C.E. Hrs. The Second Deputy attended the following courses and conferences during 2019: ISAA Annual School of Instruction - webinar 2.00 C.E. Hrs. ISAC Annual Conference 5.50 C.E. Hrs. Other staff attended classes and seminars related to operation and maintenance of various third party software utilized by the assessor’s office. ACKNOWLEDGMENTS My staff and I would like to thank the Conference Board, the Board of Review, the City Attorney and her assistants, and the City Staff along with Johnson County and the Iowa City School Board for their assistance, cooperation and confidence during the past year. I would also like to recognize and thank my staff at this time for their part in establishing and maintaining the professional standards of the office. Iowa City Assessor’s Office 2020 Annual Report 9 ASSESSMENT DAT A 2020 ABSTRACT OF ASSESSMENTS FOR IOWA CITY Value of Agricultural Land and Structures $1,738,200 Value of Residential Dwellings on Agricultural Realty $806,690 Value of Residential Lots and Buildings $5,142,332,820 Value of Commercial Lots and Buildings $1,119,633,176 Value of Multi-Residential Lots and Buildings $549,493,092 Value of Industrial Lots and Buildings $80,001,410 Actual Value of All Real Estate* $6,894,005,388 *All of the above values are based on the 2020 abstract as reported to the Iowa Department of Revenue on August 7, 2020. The values for Railroad and Utility Property are supplied to the Auditor by the Iowa Department of Revenue. The taxable (post roll- back) value of utilities and railroads in Iowa City for 2020 is $48,537,117. EXEMPT PROPERTY IN IOWA CITY FOR 2020 Religious Institutions $115,037,580 Literary Societies & Educational Institutions $7,197,240 Low Rent Housing $6,263,790 Associations of War Veterans $633,141 Charitable and Benevolent Societies $189,795,861 Forest and Fruit Tree $1,383,870 Partial Industrial, Urban Revitalization, Recycling, Mobile Home Storm Shelter, Public TV & New Jobs, Geothermal, Historical $5,414,375 Sub-Total $325,725,857 University of Iowa (As Reported by U of I as of 4/30/2020) $4,331,287,369 TOTAL EXEMPT $4,657,013,226 Iowa City Assessor’s Office 2020 Annual Report 10 VALUE COMP ARISONS WITH ROLLBACKS APPLIED STATE STATE ADJUSTED YEAR ORDER TYPE VALUE ROLLBACK VALUE 2020 Agricultural 1,738,200 84.0305 1,460,619 Ag Dwelling 806,690 56.4094 455,049 Residential $5,142,332,820 56.4094 2,900,759,090 Commercial $1,119,633,176 **90.0000 1,007,669,858 Multi-Res $549,493,092 67.5000 310,157,837 Industrial $80,001,410 **90.0000 72,001,269 TOTAL $6,894,005,388 $4,292,503,722 2019* Agricultural 1,758,220 81.4832 1,432,654 Ag Dwelling 806,690 55.0743 444,279 Residential 4,997,152,490 55.0743 2,752,146,754 Commercial 1,108,642,407 **90.0000 997,778,166 Multi-Res 548,235,541 71.2500 390,617,823 Industrial 80,669,700 **90.0000 72,602,730 TOTAL $6,737,265,048 $4,215,022,406 2018 Agricultural 2,541,960 56.1324 1,426,863 Ag Dwelling 765,530 56.9180 435,724 Residential 4,432,353,660 56.9180 2,522,807,056 Commercial 1,001,176,523 **90.0000 901,058,871 Multi-Res 502,245,262 75.0000 376,683,947 Industrial 79,351,860 **90.0000 71,416,674 TOTAL $6,018,434,795 $3,873,829,135 2017* -10% Agricultural 2,949,150 54.5580 1,608,997 Ag Dwelling 1,019,410 55.6209 567,005 Residential 4,280,031,980 55.6209 2,380,592,307 Commercial 966,669,459 **90.0000 870,002,513 Multi-Res 482,528,656 78.7500 379,991,316 Industrial 74,023,380 **90.0000 66,621,042 TOTAL $5,807,222,035 $3,699,383,180 2016 Agricultural 3,484,890 47.4996 1,655,309 Ag Dwelling 1,015,050 56.9391 577,960 Residential 4,012,070,900 56.9391 2,284,437,062 Commercial 879,281,368 **90.0000 791,353,231 Multi-Res 420,708,451 82.5000 347,084,472 Industrial 79,489,600 **90.0000 71,540,640 TOTAL $5,396,050,259 $3,496,648,674 2015* Agricultural 3,814,000 46.1068 1,758,513 Ag Dwelling 1,120,840 55.6259 623,477 Residential 3,893,910,250 55.6259 2,166,022,622 Commercial 859,076,798 **90.0000 773,169,118 Multi-Res 415,794,401 86.2500 358,622,670 Industrial 80,349,550 **90.0000 72,314,595 TOTAL $5,254,065,839 $3,372,510,995 Iowa City Assessor’s Office 2020 Annual Report 11 VALUE COMP ARISONS WITH ROLLBACKS APPLIED - CONTINUED STATE STATE ADJUSTED YEAR ORDER TYPE VALUE ROLLBACK VALUE 2014 Agricultural 3,784,570 44.7021 1,691,782 Ag Dwelling 1,202,940 55.7335 670,440 Residential 3,616,765,260 55.7335 2,015,749,866 Commercial 1,158,203,990 **90.0000 1,042,383,591 Industrial 78,113,470 **90.0000 70,302,123 TOTAL $4,858,070,230 $3,130,797,802 2013* Agricultural 3,708,350 43.3997 1,609,413 Ag Dwelling 1,190,610 54.4002 647,694 Residential 3,494,886,480 54.4002 1,901,225,235 Commercial 1,160,168,050 **95.0000 1,102,159,648 Industrial 80,897,070 **95.0000 76,852,217 M & E 0 0 TOTAL $4,740,850,560 $3,082,494,207 2012 Agricultural 2,743,540 59.9334 1,644,297 Ag Dwelling 1,190,610 52.8166 628,840 Residential 3,371,349,260 52.8166 1,780,632,053 Commercial 1,122,041,780 1.000000 1,122,041,780 Industrial 78,576,040 1.000000 78,576,040 M & E 0 1.000000 0 TOTAL $4,575,901,230 $2,983,523,010 2011* +6.1% Agricultural 2,566,040 57.5411 1,476,528 Ag Dwelling 1,313,570 50.7518 666,660 Residential 3,264,269,180 50.7518 1,656,675,366 Commercial 1,182,516,370 1.000000 1,182,516,370 Industrial 80,153,050 1.000000 80,153,050 M & E 0 1.000000 0 TOTAL $4,530,818,210 $2,921,487,974 2010 Agricultural 2,317,426 69.0152 1,599,376 Ag Dwelling 1,256,350 48.5299 609,705 Residential 3,182,677,000 48.5299 1,544,549,965 Commercial 1,170,960,470 1.000000 1,170,960,470 Industrial 81,786,730 1.000000 81,786,730 M & E 0 1.000000 0 TOTAL $4,438,997,976 $2,799,506,246 The adjusted values given are not exact but are meant to give a representation of the growth of Iowa City’s tax base. * Reassessment Year ** Commercial and Industrial Rollback Loss is to be replaced by the State of Iowa, based on 2014 replacement amounts. Iowa City Assessor’s Office 2020 Annual Report 12 Total Assessed Value over time and Year to Year change in Total Assessed Value COMPARISON OF RESIDENTIAL, COMMERCIAL AND INDUSTRIAL VALUES TO TOTAL ASSESSED AND TOTAL TAXABLE VALUE ASSESSED VALUES Year Residential % Commercial % Multi-Res % Industrial % AG % 2020 5,143,139,510 74.6 1,119,633,176 16.2 549,493,092 8.0 80,001,410 1.2 1,738,200 <0.03 2019 4,998,894,480 74.2 1,108,642,407 16.5 548,235,541 8.1 80,669,700 1.2 1,758,220 <0.03 2018 4,433,119,190 73.7 1,001,176,523 16.6 502,245,262 8.3 79,351,860 1.3 2,541,960 <0.05 2017 4,281,051,390 73.7 966,669,459 16.6 482,528,656 8.3 74,023,380 1.3 2,949,150 <0.1 2016 4,013,085,950 74.4 879,281,368 16.3 420,708,451 7.8 79,489,600 1.5 3,484,890 <0.1 2015 3,895,031,090 74.1 859,076,798 16.3 415,794,401 7.9 80,349,550 1.5 3,814,000 0.1 2014 3,617,968,200 74.5 1,158,203,990 23.8 NA 78,113,470 1.6 3,784,570 0.1 2013 3,496,077,090 73.7 1,160,168,050 24.5 NA 80,897,070 1.7 3,708,350 0.1 2012 3,372,539,870 73.7 1,122,041,780 24.5 NA 78,576,040 1.7 2,743,540 0.1 2011 3,265,582,750 72.1 1,182,516,370 26.1 NA 80,153,050 1.7 2,566,040 0.1 TAXABLE VALUES 2020 2,901,214,139 67.6 1,007,669,858 23.5 310,157,837 7.2 72,001,269 1.7 1,460,619 <0.04 2019 2,752,591,033 65.3 997,778,166 23.7 390,617,823 9.3 72,602,730 1.7 1,432,654 <0.04 2018 2,523,242,780 65.1 901,058,871 23.3 376,683,947 9.7 71,416,674 1.8 1,426,863 <0.04 2017 2,381,159,312 64.4 870,002,513 23.5 379,991,316 10.3 66,621,042 1.8 1,608,997 <0.05 2016 2,285,015,022 65.3 791,353,231 22.6 347,084,472 9.9 71,540,640 2.1 1,655,309 <0.1 2015 2,166,646,099 64.2 773,169,118 22.9 358,622,670 10.6 72,314,595 2.2 1,758,513 0.1 2014 2,016,420,307 64.4 1,042,383,591 33.3 NA 70,302,123 2.2 1,691,782 0.1 2013 1,901,872,929 61.7 1,102,159,648 35.7 NA 76,852,217 2.5 1,609,413 0.1 2012 1,781,260,893 59.7 1,122,041,780 37.6 NA 78,576,040 2.6 1,644,297 0.1 2011 1,657,342,026 56.7 1,182,516,370 40.4 NA 80,153,050 2.8 1,476,527 0.1 Commercial-Industrial Rollback Loss is to be replaced by State of Iowa at FY 2017 levels. $157 $719 $211 $412 $142 $396 $117 $165 $45 $92 $59 $59 $105 $325 $119 $505 $107 $243 $62 $241 $106 $193 $61 $180 $55 $285 $60 $198 $40 $137 $34 $68 $17 $34 $20 $73 $48 $157 $- $100 $200 $300 $400 $500 $600 $700 $800 $- $1 $2 $3 $4 $5 $6 $7 MillionsBillionsTotal Abstract Value Total Change In Value (Millions) Iowa City Assessor’s Office 2020 Annual Report 13 Percentage of Taxable and Assessed Value – Past 15 Years 2019 TOP REAL ESTATE TAXPAYERS (Excluding Utilities & Credit Unions Assessed by the State) Rank Contract or Title holder 2018 Assessed Value # of Parcels Actual 2018 Taxes 1 ACT INC $50,293,630 18 $1,730,916 2 RISE AT RIVERFRONT CROSSING OWNER LLC $55,704,910 332 $1,182,556 3 BBCS-HAWKEYE HOUSING LLC (Apartments) $50,166,360 522 $1,064,952 4 MIDWESTONE BANK $26,711,670 6 $932,736 5 TAILWIND IOWA CITY, LLC (The Quarters) $42,542,070 352 $903,210 6 ANN S GERDIN REVOCABLE TRUST (Warehouses) $25,349,770 4 $873,512 7 GRADUATE IOWA CITY OWNER, LLC (Sheraton) $22,750,680 1 $830,216 8 DEALER PROPERTIES IC LLC (Billion Auto) $22,802,690 4 $785,148 9 RIVERFRONT CROSSING HOSPITALITY OWNER LLC $19,755,190 3 $685,346 10 PROCTER & GAMBLE HAIR CARE LLC $18,627,320 3 $643,258 11 NATIONAL COMPUTER SYSTEMS INC $18,602,980 2 $642,412 12 IOWA CITY HOTEL ASSOCIATES LLC (Hilton Garden Inn) $17,305,550 1 $628,400 13 WEBBER-IOWA LLC (Apartments/Condos) $28,279,210 120 $600,368 14 VESPER IOWA CITY LLC (Hawks Ridge Apartments) $27,604,980 201 $586,116 15 ALPLA INC $15,664,760 2 $540,480 16 FSC HEALTHCARE IV DST $15,368,720 1 $530,210 17 WAL-MART REAL ESTATE BUSINESS TRUST $14,486,400 1 $499,602 18 MENARD INC $13,844,970 1 $477,348 19 MCLAUGHLIN, MICHAEL T (Retail/Apartments) $20,662,140 77 $449,428 20 OC GROUP LC (Old Capitol Town Center) $12,297,880 2 $445,660 21 CORE SYCAMORE TOWN CENTER LLC $12,392,400 1 $426,956 22 CHRISTIAN RETIREMENT SERVICES INC (Oaknoll) $18,854,380 15 $401,330 23 MERCY FACILITIES INC $11,504,440 8 $393,190 24 PLAZA TOWERS LLC $11,553,230 66 $381,634 25 THE CHAUNCEY LLC $11,032,811 73 $374,222 * Utilities and railroads actual taxes billed for the 2019 assessment year were $1,965,854. * If MidAmerican Energy were included, it would rank 2 nd with $1,436,211 Taxes Billed. ** These figures do not include the money state has paid to the county for the BPTC. 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Residential Assessed Commercial, Multi-Res, & Industrial Assessed Residential Taxable Commercial, Multi-Res, & Industrial TaxablePercentage of Total Value Iowa City Assessor’s Office 2020 Annual Report 14 COMPARISON OF TAX RATES TO CITIES WITH A CITY ASSESSOR (Sorted by Assessor levy - Low to High) City 18-19 Assessor Levy 19-20 Assessor Levy 20-21 Assessor Levy 19-20 Total Levy 20-21 Total Levy DUBUQUE .27535 .27080 .24949 32.66554 32.29306 IOWA CITY .23187 .19747 .25979 38.60077 38.54661 DAVENPORT .32800 .31997 .26758 39.41990 39.44684 CEDAR RAPIDS .29933 .25546 .27311 37.86961 39.00813 AMES .29989 .35032 .34504 31.52258 31.48724 SIOUX CITY .31049 .42948 .38116 39.67376 36.98537 MASON CITY .40998 .38530 .45811 35.54903 36.16948 PERFORMANCE MEASUREMENTS The median sales ratio (median) is the middle sales ratio and a measure of the percent of our assessment to the actual sales prices. The coefficient of dispersion (C.O.D.) is a measure of assessment uniformity based on the degree to which individual sales ratios vary from the median sales ratio. The goal of the Iowa City Assessor is to keep this C.O.D. below 10. A C.O.D. of 10 is considered excellent. RESIDENTIAL SALES STATISTICAL ANALYSIS The following statistics are for Residential sales, and below are tables of the ranking of Iowa City in comparison to the other 106 assessing jurisdictions in Iowa. For brevity, only the top 10 are shown. Data is for 2019 sales which is the last complete year available. These tables show that Iowa City is still one of only a few jurisdictions in Iowa with a C.O.D. of less than 10. Iowa City also has a large number of sales as could be expected by its size and mobile population. SORTED BY COD Rank Jurisdiction Mean Median W eighted C O D PRD 1 IOWA CITY 95.22% 95.27% 95.81% 6.87% 99.4% 2 DALLAS 95.13% 94.92% 91.13% 8.16% 104.4% 3 JOHNSON 93.37% 93.36% 92.67% 8.17% 100.7% 4 AMES CITY 95.22% 94.69% 88.43% 9.63% 107.7% 5 LINN 94.97% 93.23% 93.85% 10.23% 101.2% 6 SCOTT 94.56% 93.00% 94.52% 10.64% 100.0% 7 STORY 94.65% 94.95% 93.60% 10.68% 101.1% 8 BREMER 96.57% 94.36% 94.22% 11.94% 102.5% 9 CEDAR RAPIDS 97.22% 93.95% 93.98% 12.62% 103.5% 10 CHEROKEE 95.00% 93.49% 91.22% 12.84% 104.1% Iowa City Assessor’s Office 2020 Annual Report 15 The Regression Index, also known as the Price Related Differential (PRD), is an indicator of the degree to which high value properties are over or under assessed in relationship to low value properties. An index of 100 indicates no difference in assessments of high value properties in comparison to low value properties based upon that year’s sales. An index over 100 indicates that high value properties are under assessed in relation to low value properties. As you can see in the following table, Iowa City’s regression index is still close to the ideal 100 level. For brevity, only the top 15 are shown. SORTED BY REGRESSION INDEX (URBAN RESIDENTIAL) Rank Jurisdiction Mean Median W eighted C O D PRD 1 SCOTT 94.56% 93.00% 94.52% 10.64% 100.0% 2 IOWA CITY 95.22% 95.27% 95.81% 6.87% 99.4% 3 JOHNSON 93.37% 93.36% 92.67% 8.17% 100.7% 4 STORY 94.65% 94.95% 93.60% 10.68% 101.1% 5 LINN 94.97% 93.23% 93.85% 10.23% 101.2% 6 SIOUX 95.62% 93.29% 93.39% 13.94% 102.4% 7 SIOUX CITY 91.98% 88.35% 89.79% 16.91% 102.4% 8 BREMER 96.57% 94.36% 94.22% 11.94% 102.5% 9 DAVIS 94.52% 93.65% 92.07% 17.95% 102.7% 10 WARREN 94.61% 92.31% 92.12% 13.24% 102.7% 11 CHICKASAW 93.89% 93.87% 91.31% 17.41% 102.8% 12 CLAY 96.09% 94.70% 93.44% 15.30% 102.8% 13 DUBUQUE (COUNTY) 96.21% 93.65% 93.35% 13.58% 103.1% 14 GRUNDY 98.55% 95.68% 95.55% 18.72% 103.1% 15 DUBUQUE (CITY) 96.86% 92.61% 93.92% 14.77% 103.1% Below is a tabulation of year by year sales statistics for Iowa City Residential Property over time. Year Median C.O.D # Of Sales Average Sale Price Total Price Estimate #2020 93.27 7.90 1015 271,887 275,965,305 #2019 95.22 6.87 1034 275,980 285,363,320 #2018 88.73 7.84 1020 266,715 272,049,300 #2017 91.35 7.60 1069 246,289 263,282,941 2016 92.44 7.69 1064 224,879 239,271,256 *2015 94.20 7.30 999 219,886 219,666,114 2014 92.62 7.49 974 209,633 204,182,923 *2013 95.18 6.72 937 204,632 191,740,184 2012 96.55 8.02 826 195,585 161,553,210 *2011 97.57 7.32 740 191,701 141,858,740 2010 95.92 9.99 745 182,635 136,062,994 *2009 95.42 8.29 796 191,459 152,401,156 2008 95.92 7.92 833 188,873 157,331,213 *2007 95 7.88 856 192,294 164,603,799 2006 88.70 9.67 665 197,878 131,588,850 *2005 90.50 8.61 717 186,437 133,675,410 2004 84.50 9.57 751 176,136 132,277,978 *2003 88.30 7.93 809 159,766 129,250,592 2002 94.32 8.03 777 152,219 118,274,003 *2001 94.60 7.83 682 144,912 98,830,294 2000 89 9.16 675 137,725 92,964,467 *1999 93.30 9.38 691 134,200 92,732,093 1998 91.60 8.24 699 129,556 90,559,435 * All odd numbered years are re-Assessment year # - Starting in 2017 avg sale price includes new construction. Previously did not include new construction. Iowa City Assessor’s Office 2020 Annual Report 16 COMMERCIAL SALES STATISTICAL ANALYSIS The Coefficient of Dispersion for Commercial properties varies from 3.88 to 189.20 with a median of 28.46 for all Iowa jurisdictions while Residential C.O.D.’s vary from 6.87 to 43.79 with a median of 21.06. Commercial properties are typically more difficult to appraise than residential properties because of the wide variety of building types and fewer comparable sales. For this reason, only jurisdictions with at least 10 sales are included in table below. COMMERCIAL SALES SORTED BY C O D (2019 Sales Analysis) No Jurisdiction # of Sales Mean Median C O D PRD 1 CHEROKEE 12 98.76% 99.75% 15.77% 108.8% 2 JASPER 11 80.49% 80.56% 16.49% 101.1% 3 WARREN 13 79.78% 87.50% 16.60% 111.3% 4 IOWA CITY 22 91.28% 94.05% 16.87% 105.1% 5 DICKINSON 68 95.48% 94.83% 17.01% 110.1% 6 STORY 11 112.20% 124.40% 17.30% 105.6% 7 MUSCATINE 21 93.00% 96.20% 17.65% 105.4% 8 JOHNSON 31 93.50% 91.04% 18.73% 98.0% 9 HARDIN 10 82.48% 74.83% 20.58% 106.0% 10 SIOUX 17 95.44% 98.37% 20.78% 101.5% 11 CITY OF DUBUQUE 37 91.50% 94.16% 21.74% 130.0% 12 SCOTT 24 90.59% 93.03% 22.59% 103.8% 13 POLK 130 92.60% 93.38% 22.99% 106.1% 14 DAVENPORT 37 97.57% 98.59% 23.70% 120.1% 15 WASHINGTON 15 106.80% 104.30% 24.34% 121.7% 16 MASON CITY 21 96.77% 95.22% 25.61% 132.8% 17 POTTAWATTAMIE 30 86.99% 88.38% 26.94% 119.9% 18 BUTLER 10 83.45% 76.27% 28.52% 92.3% 19 BUENA VISTA 14 86.15% 85.89% 29.18% 91.1% 20 SIOUX CITY 49 105.40% 96.86% 29.34% 119.4% HISTORICAL COMMERCIAL S ALES STATISTICS Below is a tabulation of year by year sales statistics for Iowa City commercial properties. Because of the small number of sales, one or two bad sales can greatly influence the performance measurements, therefore creating greater fluctuation in the numbers. See data above to illustrate this and to show Iowa City’s standing Year Median C.O.D. # of Sales Year Median C.O.D. # of Sales Estimate 2020 94.90 18.86 11 1999 87.50 14.14 33 2019 91.28 16.87 22 1998 89.10 11.68 25 2018 78.88 14.13 9 1997 87.80 11.57 21 2017 95.25 12.03 6 1996 89.50 15.78 24 2016 92.54 21.77 19 1995 90.10 12.76 22 2015 90.67 13.13 12 1994 87.90 12.44 24 2014 90.82 15.39 12 1993 90.35 14.24 26 2013 92.98 18.15 20 1992 89.90 14.86 21 2012 93.51 12.84 14 1991 87.85 8.38 8 2011 90.83 27.99 18 1990 89.60 19.53 13 2010 97.77 12.82 29 1989 94.40 13.81 13 2009 89.21 13.60 29 1988 95.40 19.77 20 2008 95.29 21.32 36 1987 87.65 17.27 16 2007 91.80 23.24 35 1986 98.20 14.21 15 2006 87.55 17.05 26 1985 82 12.63 16 2005 85.65 15.52 34 1984 76.80 18.30 13 2004 80.90 17.82 17 1983 87.85 10.58 26 2003 89.22 15.08 39 1982 78 10.25 8 2002 92.40 16.81 17 1981 87.55 10.07 14 2001 93.50 15.04 23 1980 80.85 22.69 12 2000 96.85 14.99 28 1979 78 16.66 15 Iowa City Assessor’s Office 2020 Annual Report 17 MULTIRESIDENTIAL SALES STATISTICAL ANALYSIS The Coefficient of Dispersion for Multiresidential properties varies from 1.95 to 164.50 with a median of 20.53 for all Iowa jurisdictions. Only jurisdictions with at least 5 sales are included in table below. MULTIRESIDENTIAL SALES SORTED BY C O D (2019 Sales Analysis) No Jurisdiction # of Sales Mean Median C O D PRD 1 POTTAWATTAMIE 12 80.02% 81.00% 10.84% 103.4% 2 IOWA CITY 7 87.90% 88.81% 10.87% 101.4% 3 MARION 9 87.93% 82.26% 14.12% 101.3% 4 DES MOINES 7 84.99% 79.63% 17.49% 101.2% 5 MARSHALL 11 80.63% 76.77% 17.63% 119.0% 6 MUSCATINE 5 79.35% 81.27% 17.76% 126.2% 7 DUBUQUE CO. 14 79.64% 69.62% 18.02% 95.4% 8 SCOTT 20 84.61% 79.44% 19.13% 105.1% 9 POLK 56 84.12% 84.96% 19.50% 124.9% 10 JOHNSON 9 95.08% 94.11% 20.20% 94.0% 11 CLAY 8 98.87% 94.41% 20.40% 108.5% 12 CITY OF DUBUQUE 30 98.54% 93.63% 21.56% 127.4% 13 STORY 6 96.92% 88.51% 22.37% 72.7% 14 SIOUX CITY 27 95.24% 93.57% 22.77% 125.3% 15 PLYMOUTH 7 68.74% 65.79% 23.31% 103.5% 16 CLAYTON 5 80.72% 77.87% 24.66% 115.3% 17 WAPELLO 6 72.70% 67.37% 25.14% 85.8% 18 LINN 16 92.48% 85.12% 25.74% 160.2% 19 WEBSTER 6 63.50% 68.53% 25.95% 213.4% 20 CEDAR RAPIDS 27 92.95% 86.91% 26.90% 127.8% HISTORICAL COMMERCIAL S ALES STATISTICS Below is a tabulation of year by year sales statistics for Iowa City commercial properties. Because of the small number of sales, one or two bad sales can greatly influence the performance measurements, therefore creating greater fluctuation in the numbers. See data above to illustrate this and to show Iowa City’s standing Year Median C.O.D. # of Sales Estimate 2020 100.55 8.12 14 2019 87.90 10.87 7 2018 77.42 9.93 6 2017 80.47 15.87 8 2016 84.69 14.01 9 2015 86.46 14.16 8