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Page 1: TAX ROLL OVERVIEWstcharlesassessor.azurewebsites.net/app/clientpages/stcharles/Annu… · Other Personal Property Inventory Real Estate February 21-(PUSH AS NEEDED)- Internal pitch
Page 2: TAX ROLL OVERVIEWstcharlesassessor.azurewebsites.net/app/clientpages/stcharles/Annu… · Other Personal Property Inventory Real Estate February 21-(PUSH AS NEEDED)- Internal pitch

St. Charles Parish’s 2017 tax roll — which includes all taxable property within

the parish — saw a substantial increase due to the addition of new property

at major refineries and chemical manufacturers. Although inventory values

continued to decline for the third consecutive year, new construction has

increased steadily with further construction on the horizon.

The total 2017 tax roll represents the most valuable tax roll in St.

Charles Parish’s history. Commercial and industrial properties continue

to represent the vast majority — over 87% — of all taxes paid.

TAX ROLL OVERVIEW

School District

School District

School District No. 1 Bonds

School District No. 1 Bonds

School District No. 1 Bonds

School District Regular*

911 Emergency Telephone System

ARC

Council on Aging PW

Fire Protection Dist Facil/Equip

General Alimony*

Health Unit Facilities

Library

Mosquito Control Program

Recreation Facility & Programs

Road Lighting District

Roads & Bridges Parish Wide

Sewerage System Bond

Wastewater Facilities

Law Enforcement District*

Law Enforcement District*

Lafourche Basin Levee District* (Westbank)

Levees & Flood Protection

Pontchartrain Levee District*(Eastbank)

Hospital District

Hospital District Bond

Hospital District Bond

Hospital District Bond

Hospital District Bond

Assessment District*

4.77

41.86

1.2

2.2

1.61

4.12

0.97

0.67

0.96

1.45

3.17

0.61

4.35

1.08

2.96

1.01

5.9

1.11

1.09

17.80

3.78

3.74

4.07

3.52

2.48

1.03

0.44

0.85

0.84

1.41

2027

2027

2021

2032

2034

N/A

2020

2024

2027

2019

N/A

2019

2020

2021

2027

2020

2019

2019

2044

N/A

N/A

N/A

2044

N/A

2025

2023

2027

2028

2031

N/A

$6,048,483.65

$53,079,576.50

$1,521,633.16

$2,789,661.40

$2,041,524.72

$5,224,271.44

$1,229,983.82

$849,579.73

$1,217,305.42

$1,838,635.01

$4,019,642.78

$773,494.29

$5,515,904.76

$1,369,466.80

$3,753,359.52

$1,277,388.02

$7,481,352.46

$1,407,506.23

$1,382,149.42

$22,570,862.69

$4,793,137.64

$2,356,768.12

$5,160,869.68

$2,175,111.12

$3,144,703.90

$1,306,063.82

$557,930.56

$1,077,826.12

$1,065,143.29

$1,787,912.80

Education $70,705,150.87

Public Services $32,115,768.26

Law Enforcement $27,364,000.33

Levees $9,692,748.92

Healthcare $7,151,667.69

Assessment District $1,787,912.80

Change in Assessed Value

0

200

400

600

800

1,000

1,200

1,400

MI

LL

IO

NS

$1,256,097,921 $1,233,690,797

2015 2016 2017

Real EstateInventoryOther Personal Property

February 21-(PUSH AS NEEDED)- Internal pitch and critique of �rst draft (Joe and/or Matt)February 28- presents �rst draft to SCPAO

$1,268,026,118

4 7 . 5 1 %

2 1 . 5 8 %

1 8 . 3 9 %

6 . 5 1 %

4 . 8 1 %

1 . 2 %

YOUR TAX DOLLARS AT WORK: ABOUT AD VALOREM TAXES

L A W E N F O R C E M E N T

L E V E E S

P U B L I C S E R V I C E S

P RO P E RT Y TA X E SM I L L S E X P. Y E A R SN A M E

E D U C A T I O N

A S S E S S M E N T D I S T R I C T

H E A L T H C A R E

The Assessor has the responsibility of

discovery, listing, and valuation of all property

within St. Charles Parish. All taxable property

valued by the Assessor is then taxed ad

valorem, or “according to value” by each of

the various taxing districts listed to the right.

Each taxing district levies these rates during

yearly public meetings.

Each of these tax rates is expressed as a

millage, based on a Latin word that means

“thousandth.” Each millage listed represents

the total taxes levied per $1,000 of taxable

assessed value. In 2017, the Parish Council

and the Parish President reduced the overall

public services millage resulting in the total

millage rates listed below:

Eastbank: 117.31 Westbank: 117.53

$ 1 4 8 , 8 1 7 , 2 4 8 . 8 7 TOTA L

2017 Taxable Assessed Value: Selected Parishes

East Baton Rouge

Orleans

Jefferson

St. Tammany

St. Charles

Ascension

$4,179,707,697

$3,779,022,670

$3,639,502,387

$2,021,346,077

$1,268,026,118

$1,219,303,978 * Millage has no expiration date

— Tab Troxler St. Charles Parish Assessor

Citizens of St. Charles Parish, I would like to sincerely thank you for allowing me to serve as your Assessor. The previous year saw continued growth and expansion, a healthy residential real estate market, and an overall reduction in tax rates that was enjoyed by all homeowners and business owners. Within our office, modernization and training have continued to be our focus. In addition to professional and fair auditing of business personal property, we continue to introduce industry-leading technologies to increase efficiency within our residential and commercial departments.

My staff and I hope this annual report continues to inform the citizens of St. Charles Parish. Please feel free to contact us with any feedback or questions so that our office can better serve you.

2017 Tax Roll Composition

Taxable Property$1,268,026,118

Industrial Exemption$1,008,770,391

Other Exemptions$4,520,093

Homestead Exemption$99,078,168

[$0 Taxes Due] [$148,817,249 Taxes Due]

Page 3: TAX ROLL OVERVIEWstcharlesassessor.azurewebsites.net/app/clientpages/stcharles/Annu… · Other Personal Property Inventory Real Estate February 21-(PUSH AS NEEDED)- Internal pitch

The primary function of our office is to assess property at market value, and evaluating the details of the real estate market

is critical to maintaining fair assessments. We believe that sharing our office’s data with citizens in our annual report is an

important public service to both buyers and sellers alike.

The St. Charles Parish real estate market continues to demonstrate increasing property value and robust sales activity. Existing

home prices have continued a multi-year climb. Four new subdivisions currently under development across the parish will

bolster new home sales in the near future.

The vast majority of the taxable value (87%) in St. Charles Parish takes the form of personal property. In St. Charles,

business personal property encompasses assets from a retail cash register to a large refining unit. Unlike residential

property, which is valued every four years, personal property must be valued each year.

Our staff undertakes the yearly task of appraising the various movable assets of nearly 1,600 separate businesses,

including watercraft, inventories, and even aircraft.

PERSONAL PROPERTY REPORTING AND AUDITING

0

$50,000

$100,000

$150,000

$200,000

$300,000

$250,000

2013 2014 2015 2016 2017

70030 70039 70031 7008070057 70070

W E S T B A N K M E D I A N H O M E P R I C E

Real Estate Market Trends by Zip Code (MLS Data)

New Construction by Year

0 20 40 60 80 100 120 140

2012 9 1

2013 1 1 4

2014 1 0 2

2015 1 2 2

2016 1 3 1

2017 1 2 0

0

$50,000

$100,000

$150,000

$200,000

$300,000

$250,000

2013 2014 2015 2016 2017

E A S T B A N K M E D I A N H O M E P R I C E

70087 7007970068 70047

MOVING WITH THE MARKET

To ensure fair appraisals and accurate reporting of assets, our office began

conducting personal property audits in 2015. While the majority of taxpayers

are found to be in compliance, our office’s personal property audits have

discovered and added more than $11M of market value to the tax rolls.

Beginning in 2017, our commercial taxpayers now have the ability to file

all necessary personal property reports online, simplifying the process

for our office and small business owners. This secure, cloud-based

system will allow previous year’s returns to be at the fingertips of small

business owners so they may accurately compare old returns to current

asset lists. For more information, visit www.stcharlesassessor.com or

call our commercial department.

$11M+discoveredassets

Page 4: TAX ROLL OVERVIEWstcharlesassessor.azurewebsites.net/app/clientpages/stcharles/Annu… · Other Personal Property Inventory Real Estate February 21-(PUSH AS NEEDED)- Internal pitch

Under the leadership of an experienced, Louisiana-Certified Assessor, we make it our mission to ensure that we

are the most capable and well-trained assessment team in Louisiana. Our staff continues to seek training and best

practices of assessment. Through hard work, dedication, and an experienced assessment team, we are able to improve

our efficiency and provide more services each and every year.

COMMITTED TO OUR TEAM & BEST PRACTICES

Eligible taxpayers may apply for various special assessment levels, or “freezes,” for their homesteads. The special

assessment level will “freeze” the taxpayer’s primary residence at its current value, if the homeowner remains eligible.

If you qualify for any of the special assessment levels listed below, please apply by bringing the required documents to

the Assessor’s Office between 8:30 AM and 4:00 PM, Monday through Friday.

SPECIAL ASSESSMENT LEVELS

65+Age 65 Freeze

Additional Benefits for Veterans

Disability Freeze

In the last year, the office has implemented quarterly monitoring of sales ratios to ensure compliance

with state law. Additionally, our appraisal and field staff work to evaluate each sale of property,

correcting property characteristics so that future reassessments are conducted with the highest

degree of fairness.

In keeping with our goal of transparency and complete reporting standards, we have outlined a summary of our

office’s budget for the last two years below.

• At least one owner of the home must be age 65 or older.

• Adjusted Gross Income, combined for all owners, cannot exceed $73,851 per year.

• Required Documents: » Driver’s License or Birth Certificate, Federal Tax Return

• Owner of the home must be permanently and totally disabled.

• Adjusted Gross Income, combined for all owners, cannot exceed $73,851 per year.

• Required Documents: » Disability Awards Letter, Driver’s License or Birth Certificate, Federal Tax Return

• Members of the Armed Forces who were KIA, or who were MIA/POW for a period

exceeding 90 days.

• Please call our office for details and requirements.Revenues

Ad Valorem Taxes & Other Revenue

Expenses

Personal Services & Related Benefits

Contracted Services

Operation & Maintenance

Capital

Total Expenses

St. Charles Parish Assessor’s Office Budget Summary: 2017 and 2018

a 2017 - Amended Amount b 2018 - Adopted Budget

2017a

1,863,488

1,614,645

105,343

163,917

32,057

1,915,962

2018b

1,863,148

1,616,705

133,000

161,950

29,000

1,940,655

We look forward to continuing our service to the citizens of St. Charles Parish in the years to come. Our mission is to improve the

ways in which we serve you, the residents of our parish. We are confident that, through our combined efforts, we can continue to

improve the quality of life in our community and maintain St. Charles Parish as a “Parish of Plenty.” Thank you so much.WE WORK FOR YOU

DisabledVeterans Freeze

Disabled Veterans Additional Homestead

Exemption

+

• Owner of the home must have a service-connected disability with a 50% or higher

disability rating.

• Adjusted Gross Income, combined for all owners, cannot exceed $73,851 per year.

• Required Documents: » Disability Awards Letter, Driver’s License or Birth Certificate, Federal Tax Return

• Owner of the home must be a veteran with a 100% service-connected disability

rating, or the surviving spouse of a veteran with a 100% service-connected disability

rating.

• Required Documents: » Disability Awards Letter, Driver’s License or Birth Certificate

• Please call our office for eligibility requirementsMilitary and

Emergency Responder Unmarried Surviving

Spouse Exemption

KIA/POW/MIA Freeze

Page 5: TAX ROLL OVERVIEWstcharlesassessor.azurewebsites.net/app/clientpages/stcharles/Annu… · Other Personal Property Inventory Real Estate February 21-(PUSH AS NEEDED)- Internal pitch

Parish Courthouse | 15045 River Rd

P.O. Box 303 | Hahnville, LA 70057

P 985.783.6281 | F 985.783.6593 | E [email protected]

stcharlesassessor.com