What happened
Sibley said the debt service fund balance is the excess of prior year debt service tax collections.
“The funds that were above and beyond what was required to service the bond principal and interest payments in any given year, that surplus was put into a fund balance,” Sibley said.
He added the estimated amount is $25 million, but $10 million of that, which is 25% of the maximum bond payment, is the amount that the district’s financial advisers recommend the district have on hand to help pay the first bond payment of the fiscal year. It’s also there to soften any blows due to an economic downturn. Sibley said following that recommendation, the estimated surplus is $15 million.
The details
Sibley said by law, the district has three options when it comes to spending that surplus:
- Using the funds to prepay the existing bond principal
- Using the funds to subsidize the tax rate impact on future bond issues
- Holding funds as cash reserves
Sibley said the district has prepaid bonds 10 times since 2008, totaling $73.7 million worth of bond principal, saving district taxpayers $47.1 million worth of interest payments.
Moving forward
To show how a prepayment might impact future bond payments, Sibley gave an example of a potential May 2024 bond election with the following numbers:
- $35 million in short-term projects
- $130 million in long-term projects
- A 25-year bond repayment timeline
- A 5% interest rate on bonds
- Property value growth of 6% for three years
Sibley’s presentation to the board was for information only, and no action was taken.