2014 Sonoma County First Quarter Transient Occupancy Tax Report

2014 Sonoma County First Quarter Transient Occupancy Tax Report

Transient Occupancy Tax Report 2014
First Quarter Quarter 2014
SONOMA COUNTY
EDB
ECONOMIC DEVELOPMENT BOARD
SONOMA
COUNTY
Table of Contents
SONOMA COUNTY
EDB
ECONOMIC DEVELOPMENT BOARD
2
Executive Summary
3
City & Unincorporated Data
5
Annual TOT Trends
8
Historical Comparison
11
TOT Data Table
15
Industry Development
A calendar year runs from January to December. Each quarter contains three months of the year,
beginning with January, February and March for the first quarter. Please note that this report
contains data updated through the first quarter (January, February, March) of 2014.
Transient Occupancy Tax Report
First Quarter 2014
August 2014
The Sonoma County Economic Development Board (EDB), in partnership with Sonoma County
Tourism (SCT), is pleased to bring you the 2014 first quarter calendar year (CY) Transient
Occupancy Tax (TOT) Report. The analysis drafter by the Sonoma County EDB is based on
reports from each jurisdiction within the county.
The report covers the county’s TOT revenus, compard with Sonoma County’s historical CY
numbers, as well as the accommodation development for January, February and March of
2014.
Highlights from the First Quarter Transient Occupancy Tax Report include:
•
Sonoma County’s revenues for first quarter 2014 increased 13% over first quarter 2013.
First quarter 2014 TOT revenues are the highest first quarter revenues since 2008, and
in many cases the best that have ever been recorded.
•
All Sonoma County Cities except Sonoma experienced increased year-over-year TOT
revenue for first quarter 2014. Petaluma had the largest first quarter increase at 53%;
Cloverdale had the second largest quarter-over-quarter increase at 48%. These jumps in
TOT revenues can be explained due to the possibility of increased reporting, as well as
increased travel.
•
Cloverdale and Petaluma are the most recent cities to record
their best first quarter TOT
•
revenues to date. This reflects improving economic conditions and highlights Sonoma
County’s growing popularity as a tourist destination.
•
TOT Assessment by City:
County - 9%
Cloverdale - 10%
Healdsburg - 12%
Petaluma - 10%
Rohnert Park - 12%
Santa Rosa - 9%
Sebastopol - 10%
Sonoma - 10%
Windsor - 12%
As always, if you have any questions, please feel free to contact us at (707) 565-7170.
Sincerely,
Ben Stone
Executive Director
SONOMA COUNTY
EDB
ECONOMIC DEVELOPMENT BOARD
All information contained within this report was obtained from sources believed to be accurate, but Sonoma
County Tourism (SCT) and the Economic Development Board (EDB) do not guarantee that it is accurate or
complete. This report is intended for informational purposes only and does not represent an endorsement
of any proposed project by the SCT or EDB or any of their employees, affiliates, or members. This
quarter’s report was prepared by Tourism Research Project Coordinator, Dominic Wiggam.
Seasonally Adjusted TOT Revenues
By Calendar Year Quarter 2004 - 2014
Seasonally Adjusted TOT Revenues
By (CY) Quarter
Q1 2004 - Q1 2014
(Millions of dollars)
$7.0
$6.5
$6.0
$5.5
$5.0
$4.5
$4.0
$3.5
$3.0
$2.5
$2.0
$1.5
$1.0
$0.5
$0.0
'04
'05
'06
Total
'07
'08
'09
'10
Cities
'11
'12
'13
'14
Unincorporated
This section analyzes the quarterly TOT trends for the aggregated city and unincorporated areas
from first quarter calendar year (CY) 2004 through first quarter (CY) 2014.
Summary of Findings:
 TOT revenues grew steadily with significant increase between 2005 and 2007.
Revenues decreased in 2008 and continued to do so into fourth quarter 2009. TOT
revenues started to show growth in first quarter 2010 and show consistent increasing
trends through first quarter 2014.
 The general trend in TOT revenues since 2004 reflects Sonoma County’s popularity
as a tourist destination and the strength of local lodging properties’ average daily and
occupancy rates. Recent growth rates are continue to exceed those from 2005-2008,
prior to the economic downturn.
 The significant dips in TOT revenues between 2008 and 2009 and between 2011 and
2012 can be attributed to decreased tourism worldwide in response to a weakening
economy and/or reactions to specific events such as the global recession in 2011.
www.sonomaedb.org
3
TOT Revenues by Quarter
Cities, Unincoporated, & Total County
Quarter Two
TOT Revenues - 2003-2013
(CY) April, May, June
(Millions of dollars)
Quarter One
TOT Revenues - 2003-2014
(CY) January, February, March
(Millions of dollars)
$4.5
$7.0
$4.0
$6.0
$3.5
$5.0
$3.0
$2.5
$4.0
$2.0
$3.0
$1.5
$2.0
$1.0
$0.5
$1.0
'03 '04 '05 '06 '07 '08 '09 '10 '11 12 '13 '14
Total
City
'03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13
Unincorporated
Total
Quarter Three
TOT Revenues - 2003-2013
(CY) July, August, September
(Millions of dollars)
Unincorporated
Quarter Four
TOT Revenues - 2003-2013
(CY) October, November, December
(Millions of dollars)
$10.0
$7.0
$9.0
$6.0
$8.0
$7.0
$5.0
$6.0
$4.0
$5.0
$4.0
$3.0
$3.0
$2.0
$2.0
$1.0
City
$1.0
'03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13
Total
City
'03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13
Unicorporated
Total
www.sonomaedb.org
4
City
Unincorporated
Annual TOT Trends
Annual percent change 2012 - 2013 (Calendar Year)
TOT Revenue Percent Change
2012 - 2013 (Calendar Year)
11.0%
15.0%
6.0%
5%
10.0%
10.0%
10%
15.0%
13.0%
19.0%
15%
20.0%
20%
a
R
oh
ne
rt
Pa
rk
m
no
So
C
lo
ve
rd
al
e
H
ea
ld
sb
ur
g
Sa
nt
a
R
os
U
a
ni
nc
or
po
ra
te
d
Se
ba
st
op
ol
or
ds
W
in
Pe
t
al
um
a
0%
This section shows the annual percentage change in TOT revenues based on the most recent
annual data (calendar year).
Summary of findings:
 From 2012 - 2013, all cities and unincorporated areas of Sonoma County experienced
positive growth in annual TOT revenue. Each city, and the county overall experienced
higher growth rates in 2013 than in 2012. The overall growth rate for the entire county for
2012 over 2011 was 14%. This would indicate that overnight travel is returning to
Sonoma County.
www.sonomaedb.org
5
TOT Trends by Quarter
TOT Revenue percent change - quarter over quarter
Quarter One 2013 - 2014
TOT Revenue % Annual Change
(CY) - January, February, March
Quarter Two 2012 - 2013
TOT Revenue % Annual Change
(CY) - April, May, June
30%
-3.0%
0.0%
po
l
no
ma
W
ind
so
Un r
inc
.
sa
So
Se
ba
sto
k
ar
Sa
nta
Ro
a
hn
er
tP
g
um
Ro
Pe
tal
ur
da
er
He
ov
Cl
ald
c.
ov
er
He dale
ald
sb
Pe urg
tal
u
Ro
hn ma
er
tP
Sa
a
nta rk
Ro
Se
sa
ba
sto
So pol
no
m
W a
ind
so
r
Un
in
sb
le
0%
-5%
17.0%
19.0%
19.0%
12.0%
5%
12%
16%
-10%
10%
13.0%
32.0%
12%
29.0%
7%
15%
19.0.%
20%
Cl
15%
10%
5%
0%
-5%
-10%
-15%
27.0%
25%
53%
48%
55%
50%
45%
40%
35%
30%
25%
20%
Quarter Three 2012 - 2013
TOT Revenue % Annual Change
(CY) - July, August, September
70%
20%
60%
50%
40%
3.0%
6.0%
11.0%
6.0%
33.0%
14.0%
H
C
lo
ve
ea rda
ld le
sb
Pe urg
t
R
oh alum
ne
a
r
Sa t P
nt ark
a
Se R
ba osa
st
o
So pol
no
m
W
a
in
ds
o
U r
ni
nc
.
ea
lo
v
er
0%
H
C
10%
da
-5%
ld le -6.0%
sb
Pe urg
R tal
oh um
ne
r a
Sa t Pa
nt rk
a
Se R
ba osa
st
o
So pol
no
W ma
in
ds
o
U r
ni
nc
.
20%
21.0%
2.0%
30%
0%
-10%
53.0%*
17.0%
10.0%
5%
10.0%
8.0%
10%
16.0%
14.0%
15%
20.0%
25%
64.0%*
Quarter Four 2012 - 2013
TOT Revenue % Annual Change
(CY) - October, November, December
*High % annual change can be explained by low reporting in Q4 2012 in addition to
increased traffic to these cities.
www.sonomaedb.org
6
Annual City & Unincorporated TOT Receipts
Total City & Unincorporated TOT Receipts 2011 - 2013
Total City and Unincorporated TOT Receipts
(CY) - 2011-2013
(Millions of dollars)
$11
2013
$10
2012
$9
2011
$8
$7
$6
$5
$4
$3
$2
d
o
rp
co
U
n
in
a
S
ra
o
R
ta
n
o
S
te
sa
a
m
n
o
P
rt
h
o
R
H
e
a
n
e
ld
ta
sb
lu
u
a
rg
a
m
r
e
d
in
W
st
a
b
e
S
P
p
o
a
rd
ve
lo
C
so
o
le
l
$0
rk
$1
This section analyzes the year-over-year TOT revenue trends for each city and the
unincorporated areas from calendar year (CY) 2011 - 2013.
Summary of Findings:
 The county as a whole experienced significant growth in year over year TOT revenues in 2013.
County TOT revenues experienced a 13% growth from $23.63 million in 2012 to $27.05 million in
2013. This 13% growth is the largest single year growth since the downturn in 2008-2009.
 Rohnert Park experienced the greatest growth with a 17% increase from $2.06 million in 2012 to
$2.5 million in 2012. However, the unincorporated areas and Santa Rosa had the highest revenues
at $10.8 million and $4.4 million, respectively.
 It is important to note that travel to Sonoma County is cyclical and third quarter (July, August,
September) provides a disproportionate share of Sonoma County’s TOT revenues.
www.sonomaedb.org
7
TOT Historical Comparison by City
Cloverdale, Healdsburg, Petaluma, Rohnert Park
Cloverdale
TOT Revenues
(CY) 2004-2014
(Thousands of dollars)
Healdsburg
TOT Revenues
(CY) 2004-2014
(Thousands of dollars)
$80
$900
$70
$800
$60
$700
$50
$600
$40
$500
$30
$400
$20
$300
$10
$200
$0
Q1
2004
2007
2010
Q2
2005
2008
2011
Q3
2006
2009
2012
Q4
$100
2013
2014
Q1
Petaluma
TOT Revenues
(CY) 2004-2014
(Thousands of dollars)
2004
2007
2010
Q2
2005
2008
2011
Q3
2006
2009
2012
Q4
2013
2014
Rohnert Park
TOT Revenues
(CY) 2004-2014
(Thousands of dollars)
$700
$850
$600
$750
$650
$500
$550
$400
$450
$300
$350
$200
$100
$250
Q1
2004
2007
2010
Q2
2005
2008
2011
Q3
2006
2009
2012
$150
Q4
2013
2014
www.sonomaedb.org
8
Q1
2004
2007
2010
Q2
2005
2008
2011
Q3
2006
2009
2012
Q4
2013
2014
TOT Historical Comparison by City
Santa Rosa, Sebastopol, Sonoma, Windsor
Sebastopol
TOT Revenues
(CY) 2004-2014
(Thousands of dollars)
Santa Rosa
TOT Revenues
(CY) 2004-2014
(Thousands of dollars)
$1500
$1300
$1400
$1300
$1100
$1200
$1100
$900
$1000
$900
$800
$700
$700
$600
$500
$500
$400
$300
Q1
2004
2007
2010
Q2
2005
2008
2011
Q3
2006
2009
2012
$300
Q4
2013
2014
Sonoma
TOT Revenues
(CY) 2004-2014
(Thousands of dollars)
$1200
Q1
2004
2007
2010
Q2
2005
2008
2011
Q3
2006
2009
2012
Q4
2013
2014
Windsor
TOT Revenues
(CY) 2004-2014
(Thousands of dollars)
$525
$450
$1000
$375
$800
$300
$225
$600
$150
$400
$200
$75
Q1
Q2
2004
2007
2010
Q3
2005
2008
2011
$0
Q4
2006
2009
2012
Q1
Q2
2004
2007
2010
2013
2014
www.sonomaedb.org
9
Q3
2005
2008
2011
Q4
2006
2009
2012
2013
2014
TOT Historical Comparison
Unincorporated Area
Unincorporated Area
TOT Revenues
(CY) 2004-2014
(Thousands of dollars)
$4500
$4000
$3500
$3000
$2500
$2000
$1500
$1000
$500
Q1
2004
2007
2010
Q2
2005
2008
2011
www.sonomaedb.org
10
Q3
2006
2009
2012
Q4
2013
2014
Data Table
Historical TOT Figures
U n in c o rp .
C lo v e rd a le
H e a ld s b u rg
P e ta lu m a
R o h n e rt
P a rk
S a n ta R o sa
S e b a sto p o l
Sonoma
W in d s o r
1s t Q T R .
$ 9 2 8 ,2 7 3
$ 2 3 ,6 2 1
$ 18 6 ,2 3 6
$ 2 6 3 ,5 4 4
$ 3 0 4 ,4 8 9
$ 6 6 3 ,5 9 4
$ 4 7 ,5 4 3 .7 0
$ 3 6 7 ,8 3 7
$ 10 0 ,3 9 9
2nd Q TR.
$ 1,7 3 2 ,9 9 6
$ 4 0 ,8 6 4
$ 3 5 4 ,2 8 9
$ 3 7 4 ,8 0 5
$ 4 5 7 ,2 10
$ 9 7 5 ,4 0 0
$ 6 2 ,6 5 8 .3 8
$ 6 6 3 ,7 5 5
$ 16 9 ,10 6
3 rd Q T R .
$ 2 ,7 4 3 ,3 0 8
$ 4 2 ,6 2 9
$ 5 2 3 ,3 10
$ 4 7 1,4 5 2
$ 5 7 3 ,8 5 0
$ 1,2 3 0 ,2 3 0
$ 9 9 ,0 2 8 .6 1
$ 7 9 7 ,13 8
$ 2 0 3 ,9 9 5
4 th Q T R .
$ 1,5 7 6 ,5 0 8
$ 3 1,6 2 6
$ 3 7 0 ,5 3 9
$ 3 18 ,5 7 3
$ 3 7 9 ,17 2
$ 8 6 4 ,0 0 1
$ 8 8 ,6 5 5 .18
$ 5 5 8 ,3 7 1
$ 16 5 ,7 2 5
TO TAL
$ 6 ,9 8 1,0 8 6
$ 13 8 ,7 4 0
$ 1,4 3 4 ,3 7 4
$ 1,4 2 8 ,3 7 4
$ 1,7 14 ,7 2 1
$ 3 ,7 3 3 ,2 2 5
$ 2 9 7 ,8 8 6
$ 2 ,3 8 7 ,10 1
$ 6 3 9 ,2 2 5
2006
2007
1s t Q T R .
$ 1,111,8 5 7
$ 2 1,5 8 0
$ 2 7 4 ,8 7 8
$ 2 5 4 ,0 4 1
$ 3 2 5 ,2 4 0
$ 6 8 0 ,0 12
$ 5 1,9 0 1.10
$ 3 7 5 ,8 6 6
$ 14 6 ,2 3 7
2nd Q TR.
$ 2 ,0 3 1,4 7 0
$ 4 3 ,15 7
$ 4 6 7 ,0 9 6
$ 4 0 2 ,6 0 9
$ 4 8 4 ,7 6 5
$ 1,0 4 5 ,13 2
$ 7 5 ,6 7 3 .0 4
$ 6 9 2 ,3 7 5
$ 19 0 ,3 4 6
3 rd Q T R .
$ 2 ,8 5 8 ,8 9 7
$ 5 5 ,4 8 3
$ 5 9 0 ,14 7
$ 5 0 8 ,19 4
$ 5 7 1,5 2 0
$ 1,3 0 9 ,6 8 5
$ 110 ,5 4 9 .2 8
$ 8 6 6 ,0 7 4
$ 2 3 1,4 10
4 th Q T R .
$ 1,8 0 7 ,3 10
$ 3 2 ,3 5 8
$ 4 3 3 ,8 8 3
$ 34 0 ,2 7 4
$ 3 9 3 ,9 3 2
$ 9 0 2 ,5 4 6
$ 8 7 ,3 3 2 .3 3
$ 6 0 3 ,7 3 2
$ 18 1,14 3
TO TAL
$ 7 ,8 0 9 ,5 3 4
$ 15 2 ,5 7 8
$ 1,7 6 6 ,0 0 4
$ 1,5 0 5 ,118
$ 1,7 7 5 ,4 5 7
$ 3 ,9 3 7 ,3 7 5
$ 3 2 5 ,4 5 6
$ 2 ,5 3 8 ,0 4 7
$ 7 4 9 ,13 6
1s t Q T R .
$ 1,2 8 9 ,8 7 4
$ 2 8 ,0 2 2
$ 3 11,5 2 6
$ 2 4 9 ,7 6 2
$ 3 5 3 ,18 9
$ 7 3 3 ,2 7 6
$ 5 1,9 9 2
$ 4 0 0 ,3 13
$ 15 9 ,14 3
2nd Q TR.
$ 2 ,0 14 ,3 7 5
$ 4 8 ,4 2 2
$ 5 2 6 ,9 9 8
$ 3 8 3 ,8 8 4
$ 5 4 4 ,8 4 6
$ 1,0 2 7 ,0 3 1
$ 7 2 ,6 11
$ 7 4 2 ,9 7 8
$ 18 0 ,8 7 3
3 rd Q T R .
$ 2 ,8 7 2 ,8 9 0
$ 5 7 ,3 0 6
$ 6 2 0 ,0 6 8
$ 4 6 9 ,8 3 8
$ 6 3 4 ,5 6 7
$ 1,2 2 1,17 0
$ 10 6 ,4 4 0
$ 8 5 8 ,0 7 5
$ 2 3 8 ,9 5 0
4 th Q T R .
$ 1,6 13,7 9 5
$ 4 1,4 7 2
$ 4 0 8 ,4 2 2
$ 2 8 2 ,0 3 8
$ 3 9 3 ,0 0 8
$ 7 6 1,2 2 7
$ 6 7 ,5 5 8
$ 5 4 6 ,3 2 6
$ 18 9 ,4 0 0
TO TAL
$ 7 ,7 9 0 ,9 3 4
$ 17 5 ,2 2 2
$ 1,8 6 7 ,0 14
$ 1,3 8 5 ,5 2 2
$ 1,9 2 5 ,6 11
$ 3 ,7 4 2 ,7 0 4
$ 2 9 8 ,6 0 0
$ 2 ,5 4 7 ,6 9 2
$ 7 6 8 ,3 6 6
$ 2 17 ,9 7 4
$ 3 3 6 ,119
$ 2 9 6 ,2 9 0
$ 5 4 4 ,7 4 3
$ 3 3 ,8 4 7
$ 2 6 6 ,2 13
$ 2 0 9 ,4 9 3
$ 4 3 2 ,0 15
$ 7 9 1,3 16
$ 5 1,7 8 3
$ 5 2 8 ,7 19
$ 2 6 4 ,2 5 5
2008
2009
1s t Q T R .
$ 9 4 5 ,5 9 8
$ 2 4 ,6 5 8
$ 2 4 2 ,4 5 5
2nd Q TR.
$ 1,9 18 ,16 5
$ 4 1,4 7 2
$ 3 9 8 ,12 6
3 rd Q T R .
$ 2 ,7 2 5 ,7 3 0
$ 4 7 ,2 5 2
$ 5 18 ,8 4 1
$ 4 0 3 ,13 3
$ 5 2 8 ,7 12
$ 1,0 0 6 ,0 6 2
$ 7 6 ,4 4 3
$ 6 7 8 ,3 7 2
$ 3 2 1,7 7 9
4th Q T R .
$ 1,4 6 6 ,0 8 0
$ 3 4 ,7 0 7
$ 3 8 0 ,8 4 6
$ 2 3 7 ,5 6 6
$ 3 4 6 ,5 3 2
$ 7 0 3 ,5 5 9
$ 6 1,8 3 9
$ 5 17 ,4 2 5
$ 2 4 3 ,10 8
TO TAL
$ 7 ,0 5 5 ,5 7 3
$ 14 8 ,0 9 0
$ 1,5 4 0 ,2 6 7
$ 1,19 4 ,7 9 2
$ 1,6 0 3 ,5 5 0
$ 3 ,0 4 5 ,6 8 0
$ 2 2 3 ,9 12
$ 1,9 9 0 ,7 2 9
$ 1,0 3 8 ,6 3 5
2 0 10
1s t Q T R .
$ 1,0 2 5 ,7 2 9
$ 19 ,19 1
$ 2 4 0 ,2 6 8
$ 18 5 ,0 2 0
$ 2 8 4 ,4 7 3
$ 5 3 1,5 0 1
$ 3 9 ,19 4
$ 2 6 1,7 8 3
$ 2 0 0 ,4 7 8
2nd Q TR.
$ 2 ,0 6 6 ,7 6 8
$ 4 1,5 3 2
$ 4 5 5 ,4 0 3
$ 3 2 8 ,6 0 7
$ 4 7 7 ,9 0 2
$ 8 19 ,7 0 5
$ 6 5 ,8 9 2
$ 5 2 1,6 0 3
$ 3 0 2 ,6 4 8
$ 3 7 0 ,9 8 5
3 rd Q T R .
$ 2 ,9 14 ,8 9 7
$ 5 2 ,2 8 1
$ 6 3 7 ,5 5 0
$ 4 5 8 ,6 0 6
$ 6 0 8 ,5 5 1
$ 1,0 9 5 ,2 3 9
$ 9 0 ,8 5 0
$ 7 3 5 ,17 5
4 th Q T R .
$ 1,6 9 8 ,113
$ 3 5 ,2 9 0
$ 4 4 9 ,9 6 9
$ 2 7 8 ,113
$ 3 8 0 ,6 5 0
$ 7 6 5 ,4 13
$ 6 1,0 3 9
$ 5 5 1,7 5 5
$ 2 7 1,7 6 9
TO TAL
$ 7 ,7 0 5 ,5 0 6
$ 14 8 ,2 9 3
$ 1,7 8 3 ,19 0
$ 1,2 5 0 ,3 4 6
$ 1,7 5 1,5 7 6
$ 3 ,2 11,8 5 8
$ 2 5 6 ,9 7 5
$ 2 ,0 7 0 ,3 16
$ 1,14 5 ,8 7 9
$ 2 2 3 ,2 3 1
2 0 11
1s t Q T R .
$ 1,2 4 5 ,7 8 6
$ 18 ,5 18
$ 2 7 9 ,7 0 8
$ 2 12 ,9 2 2
$ 3 16 ,0 4 1
$ 5 7 7 ,3 9 4
$ 4 3 ,0 10
$ 3 5 2 ,8 8 2
2nd Q TR.
$ 2 ,2 4 8 ,5 3 5
$ 3 8 ,8 7 2
$ 5 6 0 ,7 6 7
$ 3 7 1,6 8 3
$ 4 7 6 ,0 3 7
$ 8 5 7 ,8 15
$ 7 4 ,9 3 8
$ 5 7 1,4 8 1
$ 3 4 3 ,14 3
3 rd Q T R .
$ 3 ,3 4 6 ,9 0 2
$ 5 4 ,7 4 2
$ 7 3 5 ,3 7 3
$ 4 8 6 ,115
$ 6 4 3 ,12 0
$ 1,2 17 ,6 0 2
$ 10 1,0 7 9
$ 9 0 8 ,5 9 1
$ 4 6 1,0 11
4 th Q T R .
$ 1,9 5 1,8 5 5
$ 3 0 ,3 2 8
$ 5 14 ,16 5
$ 3 0 2 ,3 6 8
$ 4 0 4 ,3 15
$ 7 7 4 ,8 2 2
$ 6 2 ,6 7 9
$ 5 4 5 ,7 17
$ 2 8 3 ,5 9 6
TO TAL
$ 8 ,7 9 3 ,0 7 7
$ 14 2 ,4 6 1
$ 2 ,0 9 0 ,0 13
$ 1,3 7 3 ,0 8 8
$ 1,8 3 9 ,5 13
$ 3 ,4 2 7 ,6 3 3
$ 2 8 1,7 0 7
$ 2 ,3 7 8 ,6 7 0
$ 1,3 10 ,9 8 1
2 0 12
1s t Q T R .
$ 1,2 0 8 ,6 12
$ 2 0 ,4 5 1
$ 3 5 2 ,7 8 2
$ 2 6 8 ,8 11
$ 3 6 5 ,17 2
$ 6 3 9 ,2 2 5
$ 4 7 ,9 7 8
$ 3 7 6 ,2 6 6
$ 2 4 1,5 12
2nd Q TR.
$ 2 ,3 9 1,8 9 7
$ 3 8 ,6 9 5
$ 6 0 6 ,7 9 0
$ 4 13 ,8 8 0
$ 5 2 8 ,7 3 5
$ 9 7 4 ,8 6 5
$ 8 9 ,2 0 1
$ 6 7 7 ,5 5 5
$ 3 3 3 ,0 9 4
$ 4 8 7 ,3 0 6
3 rd Q T R .
$ 3 ,3 6 9 ,0 3 2
$ 7 1,9 9 3
$ 7 9 3 ,36 1
$ 5 4 5 ,14 5
$ 6 9 5 ,3 6 5
$ 1,3 2 7 ,7 17
$ 113 ,5 5 0
$ 8 9 5 ,7 5 5
4 th Q T R .
$ 2 ,3 7 0 ,8 2 8
$ 3 0 ,6 4 3
$ 5 5 3 ,8 0 3
$ 3 3 7 ,9 0 4
$ 4 6 6 ,7 7 6
$ 9 0 2 ,0 0 2
$ 5 5 ,5 6 3
$ 6 8 3 ,0 2 4
$ 3 5 2 ,8 3 1
TO TAL
$ 9 ,3 4 0 ,3 6 9
$ 16 1,7 8 1
$ 2 ,3 0 6 ,7 3 6
$ 1,5 6 5 ,7 4 0
$ 2 ,0 5 6 ,0 4 8
$ 3 ,8 4 3 ,8 0 9
$ 3 0 6 ,2 9 1
$ 2 ,6 3 2 ,6 0 0
$ 1,4 14 ,7 4 4
$ 2 7 2 ,4 0 3
2 0 13
1s t Q T R .
$ 1,4 4 2 ,8 4 8
$ 18 ,8 7 6
$ 3 8 8 ,10 0
$ 2 2 0 ,116
$ 4 0 9 ,6 0 4
$ 7 3 0 ,2 0 3
$ 5 0 ,4 0 3
$ 5 3 8 ,17 2
2nd Q TR.
$ 2 ,7 9 1,13 8
$ 4 3 ,4 7 4
$ 6 8 3 ,0 7 9
$ 4 13 ,8 8 1
$ 6 3 1,6 7 7
$ 1,16 6 ,6 9 1
$ 8 6 ,19 2
$ 8 0 4 ,5 8 3
$ 4 2 2 ,6 9 0
3 rd Q T R .
$ 4 ,0 3 9 ,2 5 6
$ 6 7 ,8 9 1
$ 8 5 4 ,9 8 5
$ 6 19 ,4 7 5
$ 8 0 8 ,10 8
$ 1,4 5 9 ,4 2 7
$ 12 5 ,10 5
$ 1,0 5 1,8 4 6
$ 4 9 4 ,6 3 3
4 th Q T R .
$ 2 ,4 5 2 ,3 8 6
$ 4 7 ,0 3 2
$ 6 3 1,13 7
$ 4 0 8 ,17 5
$ 6 2 2 ,3 2 5
$ 1,0 0 4 ,4 0 2
$ 9 1,0 11
$ 7 2 6 ,3 2 9
$ 3 7 2 ,4 9 6
TO TAL
$ 10 ,7 2 5 ,6 2 8
$ 17 7 ,2 7 4
$ 2 ,5 5 7 ,3 0 2
$ 1,6 6 1,6 4 7
$ 2 ,4 7 1,7 14
$ 4 ,3 6 0 ,7 2 3
$ 3 5 2 ,7 11
$ 3 ,12 0 ,9 3 1
$ 1,5 6 2 ,2 2 1
$ 1,6 12 ,3 3 9
$ 2 8 ,0 2 3
$ 4 13 ,7 7 3
$ 3 3 5 ,8 5 8
$ 5 2 9 ,3 4 8
$ 8 18 ,3 7 4
$ 6 6 ,4 14
$ 4 8 6 ,9 8 8
$ 3 16 ,5 8 5
$ 1,6 12 ,3 3 9
$ 2 8 ,0 2 3
$ 4 13 ,7 7 3
$ 3 3 5 ,8 5 8
$ 5 2 9 ,34 8
$ 8 18 ,3 7 4
$ 6 6 ,4 14
$ 4 8 6 ,9 8 8
$ 3 16 ,5 8 5
2 0 14
1s t Q T R .
2nd Q TR.
3 rd Q T R .
4 th Q T R .
TO TAL
www.sonomaedb.org
11
TOT Historical Percentage Breakdown by Area
Breakdown by Area for Past Four Quarters
TOT Percentage Breakdown by Area
First Quarter 2014 - January, February, March
TOT Percentage Breakdown by Area
Second Quarter 2013 - April, May June
6.87%
6.0%
1.44%
1.22%
10.57%
34.99%
39.65%
16.52%
17.76%
8.97%
8.98%
11.49%
11.43%
9.7%
0.61%
0.62%
5.88%
7.29%
Windsor (6.87%)
Rohnert Park (11.49%)
Windsor (6.0%)
Rohnert Park (8.97%)
Sebastopol (1.44%)
Petaluma (7.29%)
Sebastopol (1.22%)
Petaluma (5.88%)
Santa Rosa (17.76%)
Healdsburg (8.98%)
Santa Rosa (16.52%)
Healdsburg (9.7%)
Sonoma (10.57%)
Cloverdale (0.61%)
Sonoma (11.43%)
Cloverdale (0.62%)
Unincorporated (39.65%)
Unincorporated (34.99%)
TOT Percentage Breakdown by Area
Third Quarter 2013 - July, August, September
TOT Percentage Breakdown by Area
Fourth Quarter 2013 - October, November, December
5.86%
5.20%
1.31%
11.05%
1.43%
11.43%
42.43%
15.33%
38.59%
15.8%
8.49%
9.79%
8.98%
6.51%
0.71%
6.42%
9.93%
0.74%
Windsor (5.20%)
Rohnert Park (8.49%)
Windsor (5.86%)
Rohnert Park (9.79%)
Sebastopol (1.31%)
Petaluma (6.51%)
Sebastopol (1.43%)
Petaluma (6.42%)
Santa Rosa (15.33%)
Healdsburg (8.98%)
Santa Rosa (15.8%)
Healdsburg (9.93%)
Sonoma (11.05%)
Cloverdale (0.71%)
Sonoma (11.43%)
Cloverdale (0.74%)
Unincorporated (38.59%)
Unincorporated (42.43%)
www.sonomaedb.org
12
Sonoma County TOT Spending
Fiscal year 2012 - 2013 (July - June)
County of Sonoma TOT Budget Breakdown by Spending Area
3.10%
6.07%
24.06%
21.64%
19.13%
5.26%
17.67%
1.58%
1.49%
Regional Parks
Maint & Ops (21.64%)
Agricultural Promotion
(1.49%)
Economic Development (17.67%)
Tourism (19.13%)
Community Impacts
(1.58%)
Cultural & Art Events (5.26%)
Collection &
Administration (6.07%)
Affordable Housing (3.10%)
Transfer to General Fund (24.06%)
 TOT tax revenues are derived from a 9.0% tax on the rental of hotel and motel rooms,
inn beds, and campgrounds in the unincorporated areas. ( Revenues derived from this
tax are subject to the Proposition 4 limit.)
 The proposed budget reflects the continuation of the Board of Supervisor’s policy that
75% of the tax proceeds be allocated to the advertising fund and 25% of the proceeds
be allocated to the county general fund.
www.sonomaedb.org
13
TOT Spending Breakdown by City
Cloverdale, Santa Rosa, Sebastopol, Sonoma
& Windsor, 2012-2013
TOT Budget Breakdown
Healdsburg, 2012-2013
TOT Budget Breakdown
17%
100%
83%
General Fund (17%)
General Fund (100%)
Community Services (83%)
Rohnert Park, 2012-2013
100%
TOT Budget
Breakdown
Petaluma, 2012-2013
TOT Budget Breakdown
12.5%
2.9%
93.2%
87.5%
3.9%
Program Administration/Reserves (93.2%)
Transfer to General Fund (87.5%)
Arts/Culture/Historical Organizations (2.9%)
Program Expenditures (12.5%)
City Parks and Maintenance Operations (3.9%)
•
The General Fund provides funding for a wide range of city needs, including:
Fire, Police, Planning & Building, Public Works, Administration, and Community
Services.
•
TOT Budget Breakdown by city is provided by each respective city’s finance
representative.
www.sonomaedb.org
14
Industry Development
City Industry Development Update
This section provides information on current expansions and new lodging developments occurring in
Sonoma County. All data contained within this section is sourced from the city planners of each
jurisdiction.
Summary of Findings:
 Sonoma County currently has 25 lodging property applications in the approval process.
 When completed, current construction will add between 1,415 and 1,465 rooms to Sonoma
County.
First Quarter 2014
Industry Development Table - By City
Project Name
Lodging
Classifications
Address/Location
Alexander Valley Resort
Full Service
Southeast Cloverdale
New
Saggio Hill
New
New
New
Development Type
Rooms
Completion
Proposed Year (Est.)
City of Cloverdale
New
100-150
2012
Luxury/Resort/Spa 91 Acres in N. Hbg.
130
2015
Garden Court Inn
The Wheelman House
Limited Service
Limited Service
146 Healdsburg Ave
223 Center Street
23
3
N/A
Unknown
The Kessler Collection
Luxury Hotel
230 Healdsburg Ave
75
Unknown
City of Healdsburg
City of Petaluma
New
Silk Mill Hotel
Full Service
450 Jefferson St
95
N/A
New
The Petaluman
Boutique Luxury
2 Petaluma Blvd S.
53
2015
New
Petaluma Riverfront Hotel
Focused Service
120
2016
City of Santa Rosa
Expansion
Fountaingrove Inn
Full Service
3586 Mendocino Ave
22
N/A
New
Fairfield Inn
Full Service
111 Commercial Court
108
N/A
Holiday Inn Express Hotel
Limited Service
3745 Airway Drive
143
N/A
New
and suites
City of Sebastopol
New
French Garden Inn
Limited Service
8050 Bodega Avenue
18
N/A
New
Barlow Hotel
Full Service
200 Morris Street
50
N/A
Anderson Hotel
Full Service
541 First St. West
59
2017
Holiday Inn
Full Service
8755 Old Redwood Highway
City of Sonoma
New
City of Windsor
New
100
New Room Totals: 1099-1149
The city of Rohnert Park and the city of Cotati did not report any new development or expansion through the first quarter
(January, February, March) calendar year 2014.
The above lodging properties are in various stages of completion. This report is meant to merely provide a 'snapshot' of their
current status during the time this report was produced. The EDB and SCT will continue to update this information, quarterly,
based on information from each jurisdiction.
www.sonomaedb.org
15
2015
Industry Development
Unincorporated Area Industry Development Update
Development Type/ Project
Name
New
Fourth Quarter 2013
Unincorporated Area Development Table
Lodging Classifications
Sonoma Country Inn
(Graywood Ranch)
Luxury/Resort
Guernewood Park Resort Luxury/Resort
Thiessen- Forestville Plaza Limited Service
Be Here
Nature Retreat
Expansion
Sea Ranch Lodge
Vintner's Inn
Bodega Coast Inn
Ocean Song (Campsites)
Kenwood Inn
Farmhouse Inn
Luxury/Resort
Luxury/Resort
Limited Service
Environmental Center
Limited Service
Luxury/Resort
Rooms
Proposed
Completion Year (Est.)
50
120
18
9
Completion date unknown
Completion date unknown
Completion date unknown
2016
40
36
12
25
6
7
New Room Totals: 323
Completion date unknown
Completion date unknown
Completion date unknown
Completion date unknown
Completion date unknown
2015
Address/Location
7945 Highway 12, Kenwood
17155 Highway 116, Guerneville
Front St. & Hwy 116, Forestville
3770 Langtry Road, Santa Rosa
60 Sea Walk Dr, Sea Ranch
4300 Barnes Rd, Santa Rosa
521 Highway 1, Bodega Bay
19999 Coleman Valley Rd, Bodega Bay
10400 Hwy 12, Kenwood
7871 River Road
The above lodging properties are in various stages of completion. This report is meant to merely provide a 'snapshot' of their
current status during the time this report was produced. The EDB and SCTB will continue to update this information, quarterly,
based on information from the Permit & Resource Management Department.
www.sonomaedb.org
16
SONOMA COUNTY
EDB
ECONOMIC DEVELOPMENT BOARD
Economic Development Board
141 Stony Circle, Ste 110
Santa Rosa, CA 95401
(707) 565-7170
www.sonomaedb.org