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20170411 TIRZ ANNUAL REPORTTown of Prosper TIRZ No. 1 and TIRZ No. 2. Board Meetings April 11, 2017 “a place where everyone matters” Town of Prosper TIRZ No. 1 (Gates of Prosper) “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters”TIRZ FUND Financial Statement CAPITAL DEBT PROJECTS SERVICE TOTAL Beginning Balance: October 1, 2015 ($7,500) $ 0 ($7,500) Revenues: Property Tax $ 0 $ 0 $ 0 Impact Fees: Water Impact Fees $18,627 0 $18,627 Wastewater Impact Fees $52,886 0 $52,886 Thoroughfare Impact Fees $512,298 0 $512,298 Interest $ 0 $ 0 $ 0 TOTAL REVENUES $ 583,811 $ 0 $ 583,811 Expenditures: Land Purchases $ 0 $ 0 $ 0 Professional Services $ 0 $ 0 $ 0 Construction/Improvements $ 0 $ 0 $ 0 TOTAL EXPENDITURES $ 0 $ 0 $ 0 Ending Balance: September 30, 2016 * $576,311 $ 0 $576,311 * Revenues reported as of September 30, 2016 is not reflected in the audited financial report. This will be reported as a prior period adjustment in the FY ending September 30, 2017 audited financial report. Town of Prosper “a place where everyone matters” Town of Prosper, Texas Tax Increment Reinvestment Zone #1 As of September 30, 2016 1. Amount and source of revenue in the tax increment fund established for the zone: $576,311 Total Revenue 2. Amount and purpose of expenditures from the fund: $0 Financing plan update. 3. Amount of Principal and Interest due on outstanding indebtedness is as follows: A. Contributions /Advances from developers— $6,978,626.72. B. Bonds issued and payment schedule to retire bonds— none. 4. Tax Increment base and current captured appraised value retained by the zone: Taxing Jurisdiction Net Taxable Value Fiscal Year 2015-2016 Base Year* Value (with AG) Jan. 1, 2008 Captured App. Value Fiscal Year 2015-2016 Town of Prosper $32,655,287 $4,507,850 $28,147,437 Collin County $32,655,287 $4,507,850 $28,147,437 5. Captured appraised value by the municipality and other taxing units, the total amount of the tax increment received, and any additional information necessary to demonstrate compliance with the tax increment-financing plan adopted by the governing body of the municipality. A. Captured appraised value shared by the municipality and other participating taxing jurisdictions received in Fiscal Year 2015-2016: Taxing Jurisdiction Participation Per $100/Value Amount of Fiscal Year 2015-2016 Increment Town of Prosper (70%) $ 0.520000 $ 102,457 Collin County (50%) $ 0.208395 $ 29,329 Total $ 0.728395 $ 131,786 B. Amount of tax increment received in 2016 from the municipality and the other taxing jurisdictions based on 2015 valuations: $ 0 C. Other information: None * Base Year Value as of January 1, 2008, is for Fiscal Year 2007-2008. Town of Prosper TIRZ No. 2 (Matthews Southwest) “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” Town of Prosper “a place where everyone matters” TIRZ FUND Financial Statement CAPITAL DEBT PROJECTS SERVICE TOTAL Beginning Balance: October 1, 2015 $ 0 $ 0 $ 0 Revenues: Property Tax $ 0 $ 0 $ 0 380 Impact Fees: Thoroughfare Impact Fees $178,628.50 $0 $178,628.50 Interest $0 $ 0 $ 0 TOTAL REVENUES $ 178,628.50 $ 0 $ 178,628.50 Expenditures: Land Purchases $ 0 $ 0 $ 0 Professional Services $ 0 $ 0 $ 0 Construction/Improvements $ 0 $ 0 $ 0 TOTAL EXPENDITURES $ 0 $ 0 $ 0 Ending Balance: September 30, 2016* $ 178,628.50 $ 0 $ 178,628.50 * Revenues reported as of September 30, 2016 is not reflected in the audited financial report. This will be reported as a prior period adjustment in the FY ending September 30, 2017 audited financial report. Town of Prosper “a place where everyone matters” Town of Prosper, Texas Tax Increment Reinvestment Zone #2 As of September 30, 2016 1. Amount and source of revenue in the tax increment fund established for the zone: $178.628.50 Total Revenue 2. Amount and purpose of expenditures from the fund: $0 Total Expenditures 3. Amount of Principal and Interest due on outstanding indebtedness is as follows: A. Contributions /Advances from developers— $1,355,274.39 B. Bonds issued and payment schedule to retire bonds— none. 4. Tax Increment base and current captured appraised value retained by the zone: Taxing Jurisdiction Net Taxable Value Fiscal Year 2015-2016 Base Year* Value (with AG) Jan. 1, 2014 Captured App. Value Fiscal Year 2014 - 2015 Town of Prosper $24,786 $29,413 $ 0 Collin County $24,786 $29,413 $ 0 5. Captured appraised value by the municipality and other taxing units, the total amount of the tax increment received, and any additional information necessary to demonstrate compliance with the tax increment financing plan adopted by the governing body of the municipality. A. Captured appraised value shared by the municipality and other participating taxing jurisdictions received in Fiscal Year 2014-2015: Taxing Jurisdiction Participation Per $100/Value Amount of Fiscal Year 2014-2015 Increment Town of Prosper (70%) $ 0.520000 $ 0 Collin County (50%) $ 0.208395 $ 0 Total $ 0.728395 $ 0 B. Amount of tax increment received in 2016 from the municipality and the other taxing jurisdictions based on 2015 valuations: $ 0 C. Other information: None * Base Year Value as of January 1, 2013, is for Fiscal Year 2012-2013.