Monticello School Board Discusses Tax Levy Impact and Enrollment Challenges

The Monticello School Board meeting on December 1st focused on critical fiscal matters, including the implications of the operating levy, enrollment trends, and financial transparency. The discussion centered around the recent voter-approved levy increase, enrollment projections, and policy amendments in response to new state legislation.

A significant portion of the meeting was dedicated to the discussion of the school district’s tax levy, particularly the differences between voter-approved and non-voter-approved levies. The board delved into the complexities of the levy, emphasizing that the voter-approved levy is determined by formulas related to enrollment and eligible expenses. The recent increase in the general fund levy was attributed to a voter-approved question that had been passed, reflecting changes in the district’s financial landscape.

Concerns were raised regarding the impact of the levy on taxpayers, with discussions highlighting potential refunds or deferrals available to those affected by substantial increases in property taxes. The levy adjustment was influenced by a 3.9% decrease in adjusted pupil units, causing a decline in many levies tied to enrollment. Despite these changes, the average fluctuation in the school tax levy since 2018 remained around 2%, balancing the effects of inflation and other financial pressures.

Public comments revealed a need for transparency and clarity in the board’s financial decisions. Lisa Latalo, a community member, questioned whether the levy in question was specific to 2026 or would extend beyond that time frame. She highlighted the importance of understanding how the funds would be allocated, specifically whether they would support classroom education or extracurricular activities. The board clarified that the levy was intended to maintain existing programs rather than expand them, emphasizing the necessity of the increase to sustain the district’s financial health.

During the meeting, a speaker raised concerns about the legality of the ballot language used in a recent referendum. They questioned the use of “revoke and replace” wording, noting its absence in state statutes and challenging its inclusion on ballots. The speaker also addressed broader constitutional issues regarding property taxes, urging the board to consider the implications of property tax requirements on citizens’ rights.

The meeting also addressed enrollment trends, with a presentation highlighting a decline in student numbers across various grades. The district’s enrollment projections for the current year were overestimated by 54 students, particularly in kindergarten, which faced an unexpected shortfall. The presentation underscored the importance of using reliable data sources for accurate projections, especially given the district’s co-op arrangements involving student transitions.

In addition to fiscal discussions, the board reviewed amendments to the employee handbook in anticipation of the Minnesota Paid Family Leave Act’s implementation on January 1. The amendments formalized procedures related to this act and clarified protocols for employee absences exceeding two consecutive days. These changes were swiftly approved by the board.

Further policy reviews included updates on instructional materials, homeschooling regulations, community education, and visitor management. The board acknowledged the preparatory work involved in these policy evaluations, emphasizing the importance of maintaining a robust review cycle to ensure compliance with state standards and legislative updates.

Note: This meeting summary was generated by AI, which can occasionally misspell names, misattribute actions, and state inaccuracies. This summary is intended to be a starting point and you should review the meeting record linked above before acting on anything you read. If we got something wrong, let us know. We’re working every day to improve our process in pursuit of universal local government transparency.
Superintendent:
Eric Olson
School Board Officials:

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