Ehlers & Associates, Inc.
Lakeville School District

Property Tax Information Site
Lakeville Area Public Schools ISD No. 194

This site provides information for taxpayers of the Lakeville School District regarding how the district's proposed referendum will affect their property taxes. The site was prepared by the school district's financial advisors, Ehlers, in cooperation with the school district. If you have questions about the information on this site, you may call Ehlers at the numbers listed below.

To skip directly to the tax impact calculator for homeowners, click here.

About the Referendum

The district will be holding a special election on November 3, 2015, seeking voter approval of two referendum questions.

Question 1 would authorize a capital project (technology) levy of approximately $2 million per year for 10 years, beginning with taxes payable in 2016 (revenue for fiscal year 2016-17). The district plans to use these funds to support use of technology for school safety and security systems and instructional programs, including equipment for STEM (Science, Technology, Engineering, and Math) programs.

Question 2 would increase the district's existing operating referendum authority by $100 per pupil. The proposed new authority would increase each year by the rate of inflation and be applicable for 10 years, beginning with taxes payable in 2016. If approved, this would increase the district's general fund revenue by approximately $1.1 million per year, beginning with fiscal year 2016-17. The district plans to use these funds to reduce teacher-to-student ratios and add elementary art teachers and fifth grade band.

For additional information on how the funds would be used, click on the "Return to School District Website" button above.

Impact on Property Taxes

Both Questions would cause an increase in taxes for 10 years, beginning with taxes payable in 2016. To determine the estimated impact of the proposed referendum on your 2016 taxes, follow the steps below.

Step 1. Determine the 2015 Payable 2016 Estimated Market Value of your property. Estimated Market Value (EMV) is a figure used by your county to calculate property taxes. It is usually less than the fair market value or the actual price if you were to sell your property.

The tax impact of the referendum will begin with taxes payable in 2016, which will be based on the 2015 EMV of your property. The "Notice of Valuation and Classification" forms containing your 2015 EMV were mailed in March of 2015.

If you don't have the 2015 notice, you may call your county and ask for the 2015 Estimated Market Value of your property for purposes of taxes payable in 2016 or find the information online by following the instructions below.

Dakota County
Property Information Center - (651) 438-4576

Instructions to view your property records online

Scott County
Customer Service - (952) 496-8150

Instructions to view your property records online

Step 2. Verify what type of property you own. If your property is an owner-occupied home, your Property Tax Statement and your Notice of Valuation and Classification will list the Property Classification as "Residential Homestead" or "Res. Hstd." If this is the case, go to step 3. If you own any other type of property, skip to step 5.

Step 3. For residential homestead property only, enter the 2015 Estimated Market Value below to see the estimated tax increase for your property.

Step 4. Review the information below regarding how various state and federal programs may affect the property tax increases.

  1. Minnesota Property Tax Refund.

    If your adjusted gross income is less than approximately $107,150, you may qualify for the Minnesota Property Tax Refund (also known as the "Circuit Breaker" refund). This program, which has existed since the 1970s, is intended to reduce tax burdens for homeowners with relatively low incomes and relatively high property tax burdens. Some important facts about this program are summarized below.

    • Available to all owners of residential homestead and agricultural homestead property with incomes of less than $107,150
    • Refund is on a sliding scale, based on your income and your total property tax burden
    • Applies only to the taxes attributable to the house, garage, and one acre on agricultural homestead property
    • The maximum refund is $2,620
    • To determine eligibility and refund amounts, complete Minnesota tax form M1PR (available online at www.taxes.state.mn.us).

    If you qualify for this program, you may receive an additional refund of up to 80 percent of the amount of the property tax increase caused by the proposed referendum. For example, if the referendum increases your property taxes by $100 per year, your refund may cover up to $80 of this increase..

  2. Special Property Tax Refund

    If your total property taxes increase by more than 12 percent and more than $100 from one year to the next, you may qualify for a state refund equal to a portion of the increase. There is no income limit for this refund. To determine eligibility and refund amounts complete Minnesota tax form M1PR (available online at www.taxes.state.mn.us).

  3. Deductibility of Property Taxes for State and Federal Income Taxes

    If you itemize deductions for federal income taxes, you may deduct all property taxes paid. Therefore, any increase in property taxes resulting from the proposed referendum will reduce your income tax liability. The reduction in income taxes may be as much as 42 percent of the increase in property taxes, depending on your total income and other credits and deductions.

  4. Senior Citizen Property Tax Deferral

    If you are 65 years or older and have a household income of $60,000 or less, you may be eligible to defer a portion of the property taxes on your home, through the Senior Citizen Property Tax Deferral Program. Some basic facts about this program are summarized below.

    • It limits the maximum amount of property tax you pay to 3 percent of your total household income, and
    • It provides predictability; the amount of tax you pay will not change for as long as you participate in this program.

    For more information go to: http://www.revenue.state.mn.us/propertytax/ . Under the General Information heading, click on Fact Sheets and then click on Senior Citizen Property Tax Deferral.

Step 5: For all other types of property (other than residential homestead), follow these steps.

If your property is not classified as residential homestead, there are two methods you may use to obtain estimates of the tax impact of the referendum.

Method A. Use the table of sample properties below.

Find your type of property in the table below, find the sample value that is closest to your property's 2015 Estimated Market Value (EMV), and look up the projected tax impact for that example. If your EMV is between two different values shown in the table, you can estimate the tax impact by interpolating between them.

To view the tax impact table, click here.

Method B. Contact Ehlers

If your type of property is not shown in the table, or if you would like a more precise estimate, contact Ehlers. If you own agricultural homestead property, we recommend that you use this method.

  1. Find the Property I.D. number(s) for all parcels of property that you own. This number is normally shown in the upper left corner of your property tax statement.
  2. Either call or e-mail Ehlers
    1. Call Ehlers (see phone numbers below) during regular business hours and ask to speak to any member of the Education Team. Tell the Ehlers representative that you are calling about the tax impact of the Lakeville School District referendum and provide the Property I.D. number(s) for your parcels.
    2. Send an e-mail message to mnschools@ehlers-inc.com. Include the following information in your message: your name, a daytime phone number, your school district name, the property I.D. number(s) for all parcels of property you own within the school district, and the county or counties in which the property is located.
  3. An Ehlers representative will contact your county to find the value and classification of your property, calculate the tax impact, and either call or e-mail you with the results. Please allow 1-3 days for a response.

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