building upon a foundation draft proportionality. campus staff • adoption of school staffing...

Building Upon a FoundationAPRIL 12, 2018 | BOARD BRIEFING

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2

Entry Plan Fall 2015

Re-Entry Questions:What is the most important expectation that you have of me as superintendent?

If you were in my shoes, what would you focus on first?

What do we need to do to make Dallas a premier urban district?

Responses:

1. Morale

2. Board Relations

3. Pull Everyone Together

4. Restore Calm

5. Communications

6. Professional Development

7. Stop the Churn

8. Support

9. Teacher Excellence Initiative

10. Build Trust

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3

Entry Plan Fall 2015

Re-Entry Question:What three things happened in the last three years that you are most excited about?

Responses:

1. Teacher Excellence Initiative

2. Early Childhood Initiative

3. Culture of High Expectations

4. Principal Evaluation

5. Executive Director Structure

6. Instructional Focus

7. Public School Choice

8. Strong Cabinet

9. Compensation

10.Career and Tech

11.Autonomy

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4

Vision: To be a Premier Urban School District

Strategic Initiatives

• Strategic Compensation• Early Learning• Public School Choice• Collegiate Academies

Focus

• Theory of Action• School Performance

Framework (SPF)• Racial Equity• Market Share• Culture – Customer

Service• Retention of Teachers

Student Outcome Goals

Four goals focused on student achievement and participation in extracurricular and co-curricular activities

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5

Key Milestones – Laying the Foundation DRAFT

TBD = Pending TEA cut points

2015-16 2016-17 2017-18 2018-19

Student Outcome Goal 1 66 67



Student Outcome Goal 4 31.5 59.0 70.6 -

Facilities Passage of $1.6B BondRenovations and

additions throughout the district

Developing Long Range Facilities Plan

Early Learning Enrollment 10,413 11,503 12,429 12,930 est.

TEI Avg. Salary Increase $2,73971%$1,553

57%$1,652

90%$1,80195-98%

New Teachers Hired 1,927 1,723 1,200 (As of September 2017) 1,000 (est.)

IR Campuses 37 21 13Less than 5 (anticipated)

ACE 1.0 – 7 schools 2.0 – 6 schools13 totalACE 3.0

ISN 1.0 – 7 schools 2.0 – 7 schools

Pending TEA Cut Points

6

Key Milestones – Laying the Foundation DRAFTv2015-16 2016-17 2017-18 2018-19

Collegiate Academies 3 ECHS 8 23 25

Two-way Dual Language

• 27 elementary• 4 middle• 1 high




New Schools(Choice)

• Innovation, Design, Entrepreneurship Academy

• Solar Prep for Girls• Young Men’s

Leadership School• Young Women’s

STEAM Academy

• City Lab • Ignite• TAG Two-Way Dual

Language• Sudie Williams TAG• Hernandez Montessori• Sam Houston

Personalized Learning

New Initiatives • Social Emotional Learning

• After 8 to Educate• Frazier House• District-wide

Technology Plan• Office of Racial Equity• Building

Comprehensive Curriculum

Financial Stewardship

• Audit Financial Statements – unqualified opinion

• **FIRST - Superior


• **FIRST - Superior


• **FIRST- Superior

** F.I.R.S.T – Financial Integrity Rating System of Texas

7

Overview – Recruitment and Retention of Students/Texas

The Why• To meet the demand for the district’s

programs

• To be the premier district of choice for all families

• To recruit and retain students in our communities

• To develop a long-term strategy for fiscal sustainability

Landscape of Dallas ISD

• Gentrification (e.g. Ross Avenue)

• Charter Schools

• Birth Rates

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8

Texas Urban Council

DistrictTED

EnrollmentFY 18

TEDEnrollment

FY 17Difference

Houston 214,175 216,106 -1,931

Dallas 156,832 157,886 -1,054

Fort Worth 86,234 87,428 -1,194

Austin 81,650 83,067 -1,417

Aldine 67,331 69,768 -2,437

El Paso 58,236 59,424 -1,188

San Antonio 50,683 52,514 -1,831

Brownsville 45,578 46,880 -1,302

Ysleta 41,240 41,536 -296

Corpus Christi 38,014 38,327 -313

Source: TED (Texas Education Directory)

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9

Fiscal Assumptions

Assumptions 2017-18 2018-19 (est.)

Enrollment 156,832 (actual) 155,089

Average Daily Attendance (ADA) 143,982 (est.) 142,278

Weighted Average Daily Attendance (WADA) 202,917 (est.) 201,829

Per Capita $206 (actual) $447(TEA estimate)

Changes in Property Values 7% (actual) 7%

Note: Without any Fiscal Notes / Exceptional Items

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10

Recapture ProjectionsTransformation, Innovation, and Magnet Campuses

** New OTI schools proposed for 2018-2019

Seats Summary (18-19 Open Seats)

Program Original Open SeatsAdded Seats

Total Seats

Recapture +Projections

OTI 869 169 1,038 400

Magnets 5,624 527 6,151 600

ECHS 2,444 301 2,745 301

**OTI –Solar Prep for Boys at Kennedy 0 330 330 100

**OTI –Personalized DREAM Prep at Sam Houston

0 225 225 50

**OTI - K-8 Montessori at Hernandez 0 264 264 75

Total 8,937 1,816 10,753 1,526

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PresenterPresentation NotesNote – Example – More seats are open at Townview so the freshman class in 18/19 will accept more studentsRosie Sorrels has less students interested in applying; therefore, those seats will be opened for the more popular programs (ie: SEM & TAG)

11

2018-19 Preliminary Budget ScenarioExpenditure Revenue Description

$1,440,452,911 Expenditure Budget 2017-2018, as of October 31, 2017

$1,433,424,919 Revenue Budget 2017-18, as of February 28, 2018

($37,420,773) Non-Reoccurring Revenue (One time revenue)

($39,674,243)TEA Summary of Finance Template –Recapture

($75,991,374) TEA Summary of Finance Template –Decrease in Foundation

$75,591,072 Increase in M & O Taxes –7% Increase in Property Values

$33,950,162 TEA Summary of Finances –Increase in Per Capita

$1,440,452,911 $1,389,879,763

Difference $50,573,148 *Staffing adjustments and reductions in Central Staff – ~37M

Projected Difference for FY 19 Budget – ~ 13M

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12

Proportionality

Campus Staff• Adoption of school staffing formulas

• 477 teachers identified in excess – 5%

• Teachers identified for positions in different locations

Central Staff• Identification of 7% projected reduction in non-campus support staff – total of 121 positions

• Vacancies identified to be eliminated

• Reduction of positions

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13

State School Funds Comparison

Foundation Funds Per Capita Funds 2013-14 313,688,762$ 38,204,925$

2014-15 318,545,206 38,742,312

2015-16 304,357,334 26,621,330

2016-17 183,921,104 56,864,414

2017-18 132,528,597 29,881,757

2018-19 78,789,231 63,831,938

Dallas Independent School District


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Sheet1



Foundation FundsPer Capita Funds

2013-14$ 313,688,762$ 38,204,925

2014-15318,545,20638,742,312

2015-16304,357,33426,621,330

2016-17183,921,10456,864,414

2017-18132,528,59729,881,757

2018-1978,789,23163,831,938

&8Budget Services-LTSoource: TEA&F&8&D

14

Chapter 41 Eligibility Calculation

2013-14 2014-15 2015-16 2016-17 2017-18 2018-19

WADA 205,125 207,281 206,107 204,581 202,917 201,829

DPV (T2) $ 75,006,290,709 78,702,347,962$ 82,881,241,992$ 90,936,843,690$ 100,195,091,348$ 108,671,484,153$ DPV (T4) 89,181,137,701$ 98,286,786,394$ 106,498,054,470$ Wealth (T2) 365,662$ 379,688$ 402,126$ 444,504$ 493,774$ 538,433$ Wealth (T4) 435,922$ 484,369$ 527,665$

Note: If the wealth per weighted average daily student exceeds $514,000 for 2018-19, it will put Dallas ISD in the position of paying some recapture. Starting in 2016-17, TEA changed the property value that is used for calculating Chapte 41 status to recognize 50% of the optional homestead property exemption. However, this shift is being disputed by property poor (Chapter 42) districts and a hearing is scheduled for March.

Dallas Independent School DistrictChapter 41 Eligibility Calculation

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Sheet1


Chapter 41 Eligibility Calculation

2013-142014-152015-162016-172017-182018-19

WADA205,125207,281206,107204,581202,917201,829

DPV (T2)$ 75,006,290,709$ 78,702,347,962$ 82,881,241,992$ 90,936,843,690$ 100,195,091,348$ 108,671,484,153

DPV (T4)$ 89,181,137,701$ 98,286,786,394$ 106,498,054,470

Wealth (T2)$ 365,662$ 379,688$ 402,126$ 444,504$ 493,774$ 538,433

Wealth (T4)$ 435,922$ 484,369$ 527,665

Note: If the wealth per weighted average daily student exceeds $514,000 for 2018-19, it will put Dallas ISD in the position of paying some recapture.

Starting in 2016-17, TEA changed the property value that is used for calculating Chapte 41 status to recognize 50% of the optional homestead

property exemption. However, this shift is being disputed by property poor (Chapter 42) districts and a hearing is scheduled for March.

Budget Services-LTSource: TEA &F&9&D

15

4-Year Budget ForecastDallas ISD Budget Plan

2017-18 2018-19 2019-20 2020-21 2021-22

Beginning Unassigned Fund Balance 133,385,186$ 137,623,689$ 197,699,317$ 192,899,399$ 179,520,931$

Revenue 7% PV Growth 7% PV Growth 5% PV Growth 4% PV GrowthTaxes-Current Year 1,071,872,467 1,299,896,481 1,390,878,534 1,460,422,460 1,533,443,583 Other Local Revenue 37,102,284 37,102,284 37,102,284 37,102,284 37,102,284

State-Foundation 132,528,597 78,789,231 74,126,137 70,268,457 66,892,113 State-Per Capita 29,881,757 63,831,938 29,389,797 51,220,080 29,389,797 TRS On-Behalf 56,000,000 56,000,000 56,000,000 56,000,000 56,000,000 Additional Other State Revenue 728,426 728,426 728,426 728,426 728,426

Sch Health & Related 35,000,000 35,000,000 35,000,000 35,000,000 35,000,000 ServicesInterest Subsidy 25,762,201 25,762,201 25,762,201 25,762,201 25,762,201 ROTC 1,300,000 1,300,000 1,300,000 1,300,000 1,300,000 Indirect Costs 1,776,605 1,776,605 1,776,605 1,776,605 1,776,605 Additional State Aid 2,405,668 2,405,668 2,405,668 2,405,668 2,405,668

For Homestead Exemption

Other Financial Resources 37,420,773

Total Revenues 1,431,778,778 1,602,592,834 1,654,469,652 1,741,986,181 1,789,800,677


Four Year Forecast

General Fund

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Sheet1


Four Year Forecast

General Fund

2017-182018-192019-202020-212021-22

Beginning Unassigned Fund Balance$ 133,385,186$ 137,623,689$ 197,699,317$ 192,899,399$ 179,520,931139,958,908

Revenue7% PV Growth7% PV Growth5% PV Growth4% PV Growth

Taxes-Current Year1,071,872,4671,299,896,4811,390,878,5341,460,422,4601,533,443,5831,533,443,583

Other Local Revenue37,102,28437,102,28437,102,28437,102,28437,102,28437,102,284

State-Foundation132,528,59778,789,23174,126,13770,268,45766,892,11366,892,113

State-Per Capita29,881,75763,831,93829,389,79751,220,08029,389,79729,389,797

TRS On-Behalf56,000,00056,000,00056,000,00056,000,00056,000,00056,000,000

Additional

Other State Revenue728,426728,426728,426728,426728,426728,426

Sch Health & Related35,000,00035,000,00035,000,00035,000,00035,000,00035,000,000

Services

Interest Subsidy25,762,20125,762,20125,762,20125,762,20125,762,20125,762,201

ROTC1,300,0001,300,0001,300,0001,300,0001,300,0001,300,000

Indirect Costs1,776,6051,776,6051,776,6051,776,6051,776,6051,776,605

Additional State Aid 2,405,6682,405,6682,405,6682,405,6682,405,6682,405,668


Other Financial Resources37,420,773

Total Revenues1,431,778,7781,602,592,8341,654,469,6521,741,986,1811,789,800,6771,789,800,677

2017-182018-192019-202020-212021-22

Expenditures

11-Instruction828,533,106828,533,106828,533,106828,533,106828,533,106828,533,106

12-Instructional Resources19,217,76719,217,76719,217,76719,217,76719,217,76719,217,767

13-C and I Staff Development14,758,14314,758,14314,758,14314,758,14314,758,14314,758,143

21-Instructional Leadership35,744,30235,744,30235,744,30235,744,30235,744,30235,744,302

23-School Leadership91,939,33491,939,33491,939,33491,939,33491,939,33491,939,334

31-Health Services55,560,34855,560,34855,560,34855,560,34855,560,34855,560,348

32-Social Work Services2,045,9802,045,9802,045,9802,045,9802,045,9802,045,980

33-Health Services19,826,48119,826,48119,826,48119,826,48119,826,48119,826,481

34-Student Trans.52,127,55252,127,55252,127,55252,127,55252,127,55252,127,552

36-Co-Curricular Activities32,463,13532,463,13532,463,13532,463,13532,463,13532,463,135

41-General Administration50,182,23350,182,23350,182,23350,182,23350,182,23350,182,233

51 Plant Maint. and Operation151,141,048151,141,048151,141,048151,141,048151,141,048151,141,048

52-Security Services22,867,76422,867,76422,867,76422,867,76422,867,76422,867,764

53-Data Processing Services32,848,88132,848,88132,848,88132,848,88132,848,88132,848,881

61-Community Services3,784,7063,784,7063,784,7063,784,7063,784,7063,784,706

71-Debt Services8,377,2378,377,2378,377,2378,377,2378,377,2378,377,237

81-Facility Acquisition13,728,501

and Construction

91- Chapter 41 Payment79,706,058169,427,508238,491,673312,489,724312,489,724

95-JJAEP Payment86,30086,30086,30086,30086,30086,300

97-Tax Increment Fund65,67365,67365,67365,67365,67365,673

99-Other Gov't. Payment5,074,7845,074,7845,074,7845,074,7845,074,7845,074,784

Other Uses7,167,000

Total Expenditures1,447,540,2751,506,350,8321,596,072,2821,665,136,4471,739,134,4981,739,134,498

2017-182018-192019-202020-212021-22

Adjustments to Rev & Exp Actuals20,000,000-

TEI @ 2%-16,960,00016,960,00016,960,00016,960,00016,960,000

PEI 3%, API 3%, Ed 3%-15,106,37415,106,37415,106,37415,106,37415,106,374

Nurses 3%, Counselors 3%,

Librarians 3% , all other staff 3%-

OTI * 1,000,0001,000,0001,000,0001,000,0003,000,000

Racial Equity *** 2,000,000

Early Learning ****-3,100,0003,100,0003,100,0003,100,0005,123,000

TEI @ 2%- 16,960,00016,960,00016,960,00016,960,000

PEI 2%, API 2%, Ed 2%10,070,91410,070,91410,070,91410,070,914

Nurses 2%, Counselors 2%,-


-

TEI @ 2%16,960,00016,960,00016,960,000

PEI 2%, API 2%, Ed 2%10,070,91410,070,91410,070,914


Librarians 2% , all other staff 2%16,960,000

Changes to Budget20,000,00036,166,37463,197,28890,228,20290,228,202113,211,202

Ending Unassigned Fund Balance137,623,689197,699,317192,899,399179,520,931139,958,90877,413,885

* OTI receive their funding from the base GF budget. This $1.0 mil. Is for new OTI campuses.

** Racial Equity has $2.0 mil. in the base GF budget.

*** Early Learning has an additional $2.0 in the base GF budget.

&8Budget Services-LTSource: TEA, DCAD&F&P of &N&8&T &D

16

4-Year Budget Forecast Cont.Dallas ISD Budget Plan

2017-18 2018-19 2019-20 2020-21 2021-22Expenditures

11-Instruction 828,533,106 828,533,106 828,533,106 828,533,106 828,533,106 12-Instructional Resources 19,217,767 19,217,767 19,217,767 19,217,767 19,217,767 13-C and I Staff Development 14,758,143 14,758,143 14,758,143 14,758,143 14,758,143 21-Instructional Leadership 35,744,302 35,744,302 35,744,302 35,744,302 35,744,302 23-School Leadership 91,939,334 91,939,334 91,939,334 91,939,334 91,939,334 31-Health Services 55,560,348 55,560,348 55,560,348 55,560,348 55,560,348 32-Social Work Services 2,045,980 2,045,980 2,045,980 2,045,980 2,045,980 33-Health Services 19,826,481 19,826,481 19,826,481 19,826,481 19,826,481 34-Student Trans. 52,127,552 52,127,552 52,127,552 52,127,552 52,127,552 36-Co-Curricular Activities 32,463,135 32,463,135 32,463,135 32,463,135 32,463,135 41-General Administration 50,182,233 50,182,233 50,182,233 50,182,233 50,182,233 51 Plant Maint. and Operation 151,141,048 151,141,048 151,141,048 151,141,048 151,141,048 52-Security Services 22,867,764 22,867,764 22,867,764 22,867,764 22,867,764 53-Data Processing Services 32,848,881 32,848,881 32,848,881 32,848,881 32,848,881 61-Community Services 3,784,706 3,784,706 3,784,706 3,784,706 3,784,706 71-Debt Services 8,377,237 8,377,237 8,377,237 8,377,237 8,377,237 81-Facility Acquisition 13,728,501 and Construction91- Chapter 41 Payment 79,706,058 169,427,508 238,491,673 312,489,724 95-JJAEP Payment 86,300 86,300 86,300 86,300 86,300 97-Tax Increment Fund 65,673 65,673 65,673 65,673 65,673 99-Other Gov't. Payment 5,074,784 5,074,784 5,074,784 5,074,784 5,074,784

Other Uses 7,167,000

Total Expenditures 1,447,540,275 1,506,350,832 1,596,072,282 1,665,136,447 1,739,134,498

DRAFT

Sheet1


Four Year Forecast

General Fund

2017-182018-192019-202020-212021-22






State-Per Capita29,881,75763,831,93829,389,79751,220,08029,389,79729,389,797

TRS On-Behalf56,000,00056,000,00056,000,00056,000,00056,000,00056,000,000

Additional



Services


ROTC1,300,0001,300,0001,300,0001,300,0001,300,0001,300,000

Indirect Costs1,776,6051,776,6051,776,6051,776,6051,776,6051,776,605




Total Revenues1,431,778,7781,602,592,8341,654,469,6521,741,986,1811,789,800,6771,789,800,677

2017-182018-192019-202020-212021-22

Expenditures

11-Instruction828,533,106828,533,106828,533,106828,533,106828,533,106828,533,106





31-Health Services55,560,34855,560,34855,560,34855,560,34855,560,34855,560,348


33-Health Services19,826,48119,826,48119,826,48119,826,48119,826,48119,826,481

34-Student Trans.52,127,55252,127,55252,127,55252,127,55252,127,55252,127,552







71-Debt Services8,377,2378,377,2378,377,2378,377,2378,377,2378,377,237


and Construction

91- Chapter 41 Payment79,706,058169,427,508238,491,673312,489,724312,489,724

95-JJAEP Payment86,30086,30086,30086,30086,30086,300



Other Uses7,167,000


2017-182018-192019-202020-212021-22


TEI @ 2%-16,960,00016,960,00016,960,00016,960,00016,960,000

PEI 3%, API 3%, Ed 3%-15,106,37415,106,37415,106,37415,106,37415,106,374



OTI * 1,000,0001,000,0001,000,0001,000,0003,000,000


Early Learning ****-3,100,0003,100,0003,100,0003,100,0005,123,000

TEI @ 2%- 16,960,00016,960,00016,960,00016,960,000

PEI 2%, API 2%, Ed 2%10,070,91410,070,91410,070,91410,070,914



-

TEI @ 2%16,960,00016,960,00016,960,000

PEI 2%, API 2%, Ed 2%10,070,91410,070,91410,070,914





* OTI receive their funding from the base GF budget. This $1.0 mil. Is for new OTI campuses.




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4-Year Budget Forecast Cont.Dallas ISD Budget Plan

2017-18 2018-19 2019-20 2020-21 2021-22Adjustments to Rev & Exp Actuals 20,000,000 - TEI @ 2% - 16,960,000 16,960,000 16,960,000 16,960,000 PEI 3%, API 3%, Ed 3% - 15,106,374 15,106,374 15,106,374 15,106,374 Nurses 3%, Counselors 3%,Librarians 3% , all other staff 3% - OTI * 1,000,000 1,000,000 1,000,000 1,000,000 Racial Equity *** Early Learning **** - 3,100,000 3,100,000 3,100,000 3,100,000

TEI @ 2% - 16,960,000 16,960,000 16,960,000 PEI 2%, API 2%, Ed 2% 10,070,914 10,070,914 10,070,914 Nurses 2%, Counselors 2%, - Librarians 2% , all other staff 2% - - TEI @ 2% 16,960,000 16,960,000 PEI 2%, API 2%, Ed 2% 10,070,914 10,070,914 Nurses 2%, Counselors 2%,Librarians 2% , all other staff 2%

Changes to Budget 20,000,000 36,166,374 63,197,288 90,228,202 90,228,202

Ending Unassigned Fund Balance 137,623,689 197,699,317 192,899,399 179,520,931 139,958,908

* OTI receive their funding from the base GF budget. This $1.0 mil. is for new OTI campuses.** Racial Equity has $2.0 mil. in the base GF budget.*** Early Learning has an additional $2.0 in the base GF budget.

DRAFT

Sheet1


Four Year Forecast

General Fund

2017-182018-192019-202020-212021-22






State-Per Capita29,881,75763,831,93829,389,79751,220,08029,389,79729,389,797

TRS On-Behalf56,000,00056,000,00056,000,00056,000,00056,000,00056,000,000

Additional



Services


ROTC1,300,0001,300,0001,300,0001,300,0001,300,0001,300,000

Indirect Costs1,776,6051,776,6051,776,6051,776,6051,776,6051,776,605




Total Revenues1,431,778,7781,602,592,8341,654,469,6521,741,986,1811,789,800,6771,789,800,677

2017-182018-192019-202020-212021-22

Expenditures

11-Instruction828,533,106828,533,106828,533,106828,533,106828,533,106828,533,106





31-Health Services55,560,34855,560,34855,560,34855,560,34855,560,34855,560,348


33-Health Services19,826,48119,826,48119,826,48119,826,48119,826,48119,826,481

34-Student Trans.52,127,55252,127,55252,127,55252,127,55252,127,55252,127,552







71-Debt Services8,377,2378,377,2378,377,2378,377,2378,377,2378,377,237


and Construction

91- Chapter 41 Payment79,706,058169,427,508238,491,673312,489,724312,489,724

95-JJAEP Payment86,30086,30086,30086,30086,30086,300



Other Uses7,167,000


2017-182018-192019-202020-212021-22


TEI @ 2%-16,960,00016,960,00016,960,00016,960,00016,960,000

PEI 3%, API 3%, Ed 3%-15,106,37415,106,37415,106,37415,106,37415,106,374



OTI * 1,000,0001,000,0001,000,0001,000,0003,000,000


Early Learning ****-3,100,0003,100,0003,100,0003,100,0005,123,000

TEI @ 2%- 16,960,00016,960,00016,960,00016,960,000

PEI 2%, API 2%, Ed 2%10,070,91410,070,91410,070,91410,070,914



-

TEI @ 2%16,960,00016,960,00016,960,000

PEI 2%, API 2%, Ed 2%10,070,91410,070,91410,070,914





* OTI receive their funding from the base GF budget. This $1.0 mil. is for new OTI campuses.




18

Percentage of Taxable Value

Category Parcels % of Total Parcels Taxable Value % of Taxable ValueResidential 265,367 75% 44,939,988,730 41%

Commercial/BPP 87,857 25% 63,542,815,179 59%

Total 353,224 108,482,803,909$

41%59%

Properties by Category Percentage of Taxable Value

Residential Commercial/BPP

DRAFT

Parcels

CategoryParcels% of Total ParcelsTaxable Value% of Taxable Value

Residential265,36775%44,939,988,73041%

Commercial/BPP87,85725%63,542,815,17959%

Total353,224$ 108,482,803,909

&"-,Bold"&16Properties by Category&G

&8Budget ServicesSource: DCAD Certification Reports &8Created: April 2, 2018

Properties by Category

Percentage of Taxable Value

% of Taxable Value

ResidentialCommercial/BPP0.414259100158376970.58574089984162303Parcels

ResidentialCommercial/BPP26536787857% of Total Parcels

ResidentialCommercial/BPP0.751271148053359930.2487288519466401Taxable Value

ResidentialCommercial/BPP4493998873063542815179

Exemptions

ExemptionsResidential Commercial/BPPTotal Exemptions% of Total Exemptions

Homestead150,102125150,22752.2%

Capped Value Loss76,9565177,00726.8%

Over-6550,3175350,37017.5%

Disabled Persons7,64577,6522.7%

Disabled Veterans1,951211,9720.7%

100% Disabled Veterans534- 05340.2%

Disabled Vet Donated Home- 0- 0- 00.0%

&"-,Bold"&16Taxpayer Exemptions&G

Source: DCAD Certification Reports&P of &NCreated: April 2, 2018

Properties by Category

Percentage of Total Exemptions

% of Total Exemptions

HomesteadCapped Value LossOver-65Disabled PersonsDisabled Veterans100% Disabled VeteransDisabled Vet Donated Home0.522052946532203690.267606563757549650.175040484845115062.6591419297892008E-26.8528853705492731E-31.8557001966903206E-30Residential

HomesteadCapped Value LossOver-65Disabled PersonsDisabled Veterans100% Disabled VeteransDisabled Vet Donated Home1501027695650317764519515340Commercial/BPP

HomesteadCapped Value LossOver-65Disabled PersonsDisabled Veterans100% Disabled VeteransDisabled Vet Donated Home125515372100Total Exemptions

HomesteadCapped Value LossOver-65Disabled PersonsDisabled Veterans100% Disabled VeteransDisabled Vet Donated Home1502277700750370765219725340

19

Tax Exemption Information DRAFT

Sheet1


Tax Exemption Information

ParcelsExemption NotePercent Exemption of Total Taxable Value

Jurisdiction Total353,224108,482,803,909

Totally Exempt

Totally Exempt11,013

Prorated Total Exempt390

Partial Exemptions

Homestead150,227State $25,000 on Residence Homestead; 10% Local Optional Homestead28.2%30,643,560,715

Capped Value Loss77,0079.9%10,781,758,838

Over -6550,370State Mandated $10,000 and $35,000 Local Optional8.1%8,817,268,581

Disabled Persons7,652State Mandated $10,000 and $35,000 Local Optional0.3%274,129,400

Disabled Veterans1,972Based on Veterans Affairs Disability Rating: $5,000 - 10%-29% Disability$7,500 - 30% - 49% Disability$10,000 - 50% - 69% Disability$12,000 - 70% - 100% Disability0.2%220,043,240

0.0%1,917,461

100% Disabled Veterans534

&8Budget Services-LTSource Dallas Central Appraisal District&F&8&D

20

Home Value $50,000 $100,000

Tax Rate Annual Monthly AnnualIncreaseMonthly Increase Annual Monthly

AnnualIncrease

Monthly Increase

$1.17 $585 $49 $65 $6 $1,170 $98 $130 $11

Homeowner Impact DRAFT

Home Value $184,574 $200,000


AnnualIncrease

Monthly Increase

$1.17 $2,160 $180 $240 $20 $2,340 $195 $260 $22

Home Value $300,000 $400,000


AnnualIncrease

Monthly Increase

$1.17 $3,510 $293 $390 $33 $4,680 $390 $520 $43

21

TRE Data for Surrounding DistrictsDallas, Collin, Denton and Tarrant

Dallas County Collin County Denton County Tarrant CountyEco.Disc.

Tax Rate

Eco.Disc.

Tax Rate

Eco.Disc.

Tax Rate

Eco.Disc.

Tax Rate

Carrollton-FarmersBranch 65% Allen 15% 1.17 Argyle 8% 1.17 Arlington 69%Cedar Hill * 68% Anna 41% 1.17 Aubrey 29% Azle 46%Coppell 9% 1.17 Blue Ridge 50% 1.17 Denton 42% 1.17 Birdville 57% Dallas 88% Celina 24% 1.17 Krum 36% 1.17 Carroll * 1%Desoto 72% 1.17 Community 45% 1.17 Lake Dallas 40% 1.17 Castleberry 80% 1.17Duncanville * 76% Farmersville 52% 1.17 Lewisville * 32% Crowley 58% 1.17Grand Prarie 76% 1.17 Frisco* 11% Little Elm 43% 1.17 Eagle Mt. Saginaw 43% 1.17Highland Park 0% Lovejoy 3% 1.17 Northwest 18% Everman 91% 1.17Irving 78% 1.17 McKinney 30% 1.17 Pilot Point 54% 1.17 Fort Worth 77% 1.06Lancaster 87% Melissa 16% 1.17 Ponder 40% Grapevine-Colleyville 23%Mesquite 75% Plano 29% 1.17 Sanger 43% 1.17 HEB 52%Richarson 54% Princeton 58% 1.17 Keller * 24%Sunnyvale 15% Prosper 6% 1.17 Kennedale 39% 1.17

Wylie 26% 1.17 Lake Worth 80% 1.17Mansfield 40%White Settlement 55%

Subtotal - 4/13 13/14 7/11 7/16Total Districts--54Total Ratified Elections--31Not Ratified - *M&O only not I&S


TRE's Ratified

DRAFT

Sheet1


TRE's Ratified

Dallas CountyCollin CountyDenton CountyTarrant County

Eco.Disc.Tax RateEco.Disc.Tax RateEco.Disc.Tax RateEco.Disc.Tax Rate

Carrollton-FarmersBranch65%Allen15%1.17Argyle8%1.17Arlington69%

Cedar Hill *68%Anna41%1.17Aubrey29%Azle46%

Coppell9%1.17Blue Ridge50%1.17Denton42%1.17Birdville57%

Dallas 88%Celina24%1.17Krum36%1.17Carroll *1%

Desoto72%1.17Community45%1.17Lake Dallas40%1.17Castleberry80%1.17

Duncanville *76%Farmersville52%1.17Lewisville *32%Crowley58%1.17

Grand Prarie76%1.17Frisco*11%Little Elm43%1.17Eagle Mt. Saginaw43%1.17

Highland Park0%Lovejoy3%1.17Northwest18%Everman91%1.17

Irving78%1.17McKinney30%1.17Pilot Point54%1.17Fort Worth77%1.06

Lancaster87%Melissa16%1.17Ponder40%Grapevine-Colleyville23%

Mesquite75%Plano29%1.17Sanger43%1.17HEB52%

Richarson54%Princeton58%1.17Keller *24%

Sunnyvale15%Prosper6%1.17Kennedale39%1.17

Wylie26%1.17Lake Worth80%1.17

Mansfield40%

White Settlement55%

Subtotal -4/1313/147/117/16

Total Districts--54

Total Ratified Elections--31

Not Ratified - *

M&O only not I&S

&8Budget Services-LTSource: TEA School District Directory&F&11&8&D

22

RecommendationHighlights of Investment

Administration Recommendation:Provide stakeholders the opportunity to vote on a 13 cent TRE

Investment supports:• Attracting and retaining high quality teachers and staff• On-going support for building a strong early learning foundation for

students• Expanding parent and student’s opportunity of public school choice • Ensuring racial equity throughout the district• Being fiscally prudent in building assigned fund balance

DRAFT

Thank you!

Building Upon a FoundationEntry Plan Fall 2015Entry Plan Fall 2015Vision: To be a Premier Urban School DistrictSlide Number 5Slide Number 6Overview – Recruitment and Retention of Students/TexasSlide Number 8Fiscal AssumptionsRecapture ProjectionsSlide Number 11ProportionalityState School Funds ComparisonChapter 41 Eligibility Calculation4-Year Budget Forecast4-Year Budget Forecast Cont.4-Year Budget Forecast Cont.Percentage of Taxable ValueTax Exemption InformationSlide Number 20TRE Data for Surrounding DistrictsRecommendationThank you!

building upon a foundation draft proportionality. campus staff • adoption of school staffing...

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