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Matter SJUSD-54141-2153173

2. Annual Report of Measure Y Parcel Tax Oversight Committee (ACTION)

Budget & Finance Board of Education
1 Document on file 932 KB · 1 extracted · 1 AI summary
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SJUSD-54141-2153173
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21 May 2026 · 02:24

The papers

01 932 KB

2025 Measure Y PTOC Annual Report

932 KB Extracted AI Summary
file 2025 Measure Y PTOC Annual Report.pdf sha 9f4d9716a7ff source Open source document ↗
Generated summary AI-assisted

The 2025 Measure Y Parcel Tax Oversight Committee (PTOC) Annual Report presents an overview of the expenditure of Measure Y Parcel Tax funds for the fiscal year ending June 30, 2025. The report confirms that taxpayer money has been properly expended according to voter-approved purposes. Measure Y, passed in November 2016, allows the San José Unified School District (SJUSD) to levy a parcel tax for eight years, generating approximately $5 million annually. The report details budgeted and actual expenditures, noting that funds were primarily used for employee retention bonuses and library services. The PTOC concludes that the District has adhered to the intent of the ballot statement and expresses satisfaction with the management of the Measure Y program.

Key points
  • The PTOC is responsible for reviewing and reporting on the expenditure of Measure Y funds.
  • Measure Y was passed by voters in November 2016 and allows SJUSD to levy a parcel tax for eight years.
  • The report covers the fiscal year ending June 30, 2025.
  • Total tax proceeds collected during this fiscal year were $4,789,910.16.
  • Funds were used for employee retention bonuses and library services, with no funds used for core academic programming.
  • The PTOC encourages the District to evaluate the effectiveness of retention bonuses.
  • The performance audit concluded that funds were expended in accordance with the Measure Y ballot statement.
Limitations
  • The report contains unresolved placeholders and blank fields.
  • Specific dates for certain events and meetings are mentioned but not fully detailed.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 10,051 chars
“) Committee Members Christopher Russell, Chair Nicole Erb, Vice Chair Jill Kieslich, Secretary Catherine Graham Dan McSweeney Chazzerrina Pono Michael Smith San José Unified School District Measure Y Parcel Tax Oversight Committee 2025 Annual Report February 23, 2026 Dear Residents of the San José Unified School District, On behalf of the Measure Y Parcel Tax Oversight Committee (PTOC or Committee), I am pleased to present the seventh Annual Report on the expenditure of San José Unified School District (SJUSD or District) Measure Y Parcel Tax funds. This report provides an overview of the Measure Y program and PTOC activities for the fiscal year ending June 30, 2025, and documents our agreement that taxpayers’ money has been properly expended in accordance with voter-approved purposes. About Measure Y Measure Y, which was passed by voters on November 8, 2016 with 67.1% of the vote, authorizes SJUSD to levy a qualified special (parcel) tax beginning on July 1, 2017 and continuing for a period of eight years at the annual rate of $72 per parcel of taxable real property within the District boundaries, with an exemption available for any parcel that is owner-occupied as the...