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City Council Packet 2014 07-08-14 AGENDA CITY COUNCIL MEETING CITY COUNCIL CHAMBERS 7:00 p.m. Tuesday, July 8, 2014 Call to Order: Pledge of Allegiance: Roll Call by Clerk: WARD I WARD II WARD III WARD IV Carlo Colosimo Jackie Milschewski Chris Funkhouser Rose Ann Spears Ken Koch Larry Kot Joel Frieders Diane Teeling Establishment of Quorum: Amendments to Agenda: Presentations: Public Hearings: Citizen Comments on Agenda Items: Consent Agenda: 1. ADM 2014-39 Monthly Treasurer’s Report for May 2014 2. ADM 2014-42 Ordinance Authorizing the Sixth Amendment to the 2013-2014 Fiscal Year Budget - authorize Mayor and City Clerk to execute 3. ADM 2014-43 Ordinance Codifying the Voluntary Payment Doctrine for Payments Made to the City – authorize Mayor and City Clerk to execute 4. ADM 2014-44 Resolution for Establishment of New IMET Account for Game Farm Road Bond Proceeds - authorize Mayor and City Clerk to execute Minutes for Approval: Bills for Payment (Informational): $980,302.50 Mayor’s Report: 1. CC 2014-64 Resolution Approving a Supplemental Financial Services Agreement with Speer Financial 2. CC 2014-65 Ordinance Authorizing the Issuance of General Obligation Bonds (Alternate Revenue Source), of the United City of Yorkville, Kendall County, Illinois in One or More Series in an Aggregate Principal Amount of $8,765,000 3. CC 2014-66 Resolution Approving a Settlement and Release Agreement with American Southern Insurance Company United City of Yorkville 800 Game Farm Road Yorkville, Illinois 60560 Telephone: 630-553-4350 www.yorkville.il.us City Council Agenda July 8, 2014 Page 2 Public Works Committee Report: Economic Development Committee Report: 1. EDC 2014-22 Retail Market Study RFP – Contract Award Public Safety Committee Report: Administration Committee Report: Park Board: Plan Commission: Zoning Board of Appeals: City Council Report: City Clerk’s Report: Community and Liaison Report: Staff Report: Additional Business: Executive Session: Citizen Comments: Adjournment: COMMITTEES, MEMBERS AND RESPONSIBILITIES ADMINISTRATION: July 17, 2014 – 6:30 p.m. – City Hall Conference Room Committee Departments Liaisons Chairman: Alderman Spears Finance Library Vice-Chairman: Alderman Milschewski Administration Committee: Alderman Funkhouser Committee: Alderman Frieders ECONOMIC DEVELOPMENT: August 5, 2014 – 6:00 p.m. – City Hall Conference Room Committee Departments Liaisons Chairman: Alderman Koch Community Development Plan Commission Vice-Chairman: Alderman Teeling Building Safety and Zoning Yorkville Econ. Dev. Corp. Committee: Alderman Colosimo Kendall Co. Plan Commission Committee: Alderman Frieders City Council Agenda July 8, 2014 Page 3 COMMITTEES, MEMBERS AND RESPONSIBILITIES (cont’d): PUBLIC SAFETY: August 7, 2014 – 6:30 p.m. – City Hall Conference Room Committee Departments Liaisons Chairman: Alderman Colosimo Police Human Resource Comm. Vice-Chairman: Alderman Spears School District Committee: Alderman Kot Committee: Alderman Funkhouser PUBLIC WORKS: July 15, 2014 – 6:00 p.m. – City Hall Conference Room Committee Departments Liaisons Chairman: Alderman Teeling Public Works Park Board Vice-Chairman: Alderman Kot Engineering YBSD Committee: Alderman Milschewski Parks and Recreation Committee: Alderman Koch 2014/2015 City Council Goals – City Council Goal Priority Staff “Staffing” 6 All Departments “Vehicles and Small Equipment” 9 All Departments UNITED CITY OF YORKVILLE WORKSHEET CITY COUNCIL Tuesday, July 8, 2014 7:00 PM CITY COUNCIL CHAMBERS ---------------------------------------------------------------------------------------------------------------------------------------- AMENDMENTS TO AGENDA: ---------------------------------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------------------------------------- CITIZEN COMMENTS ON AGENDA ITEMS: ----------------------------------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------------------------------------- CONSENT AGENDA: ----------------------------------------------------------------------------------------------------------------------------------------- 1. ADM 2014-39 Monthly Treasurer’s Report for May 2014 □ Approved: Y ______ N ______ □ Subject to __________________________________________ □ Removed ________________________________________________________________________ □ Notes _____________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ----------------------------------------------------------------------------------------------------------------------------------------- 2. ADM 2014-42 Ordinance Authorizing the Sixth Amendment to the 2013-2014 Fiscal Year Budget □ Approved: Y ______ N ______ □ Subject to __________________________________________ □ Removed ________________________________________________________________________ □ Notes _____________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ----------------------------------------------------------------------------------------------------------------------------------------- 3. ADM 2014-43 Ordinance Codifying the Voluntary Payment Doctrine for Payments Made to the City □ Approved: Y ______ N ______ □ Subject to __________________________________________ □ Removed ________________________________________________________________________ □ Notes _____________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ----------------------------------------------------------------------------------------------------------------------------------------- 4. ADM 2014-44 Resolution for Establishment of New IMET Account for Game Farm Road Bond Proceeds □ Approved: Y ______ N ______ □ Subject to __________________________________________ □ Removed ________________________________________________________________________ □ Notes _____________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ----------------------------------------------------------------------------------------------------------------------------------------- BILLS FOR PAYMENT: ----------------------------------------------------------------------------------------------------------------------------------------- 1. Bills for Payment (Informational) □ Notes _____________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ----------------------------------------------------------------------------------------------------------------------------------------- MAYOR’S REPORT: ----------------------------------------------------------------------------------------------------------------------------------------- 1. CC 2014-64 Resolution Approving a Supplemental Financial Services Agreement with Speer Financial □ Approved: Y ______ N ______ □ Subject to __________________________________________ □ Removed ________________________________________________________________________ □ Notes _____________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ----------------------------------------------------------------------------------------------------------------------------------------- 2. CC 2014-65 Ordinance Authorizing the Issuance of General Obligation Bonds in Aggregate Principal Amount of $8,765,000 □ Approved: Y ______ N ______ □ Subject to __________________________________________ □ Removed ________________________________________________________________________ □ Notes _____________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ----------------------------------------------------------------------------------------------------------------------------------------- 3. CC 2014-66 Resolution Approving a Settlement and Release Agreement with American Southern Insurance Company □ Approved: Y ______ N ______ □ Subject to __________________________________________ □ Removed ________________________________________________________________________ □ Notes _____________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ---------------------------------------------------------------------------------------------------------------------------------------- ECONOMIC DEVELOPMENT COMMITTEE: --------------------------------------------------------------------------------------------------------------------------------------- 1. EDC 2014-22 Retail Market Study RFP – Contract Award □ Approved: Y ______ N ______ □ Subject to __________________________________________ □ Removed ________________________________________________________________________ □ Notes _____________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ---------------------------------------------------------------------------------------------------------------------------------------- ADDITIONAL BUSINESS: ----------------------------------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------------------------------------- CITIZEN COMMENTS: ----------------------------------------------------------------------------------------------------------------------------------------- Have a question or comment about this agenda item? Call us Monday-Friday, 8:00am to 4:30pm at 630-553-4350, email us at agendas@yorkville.il.us, post at www.facebook.com/CityofYorkville, tweet us at @CityofYorkville, and/or contact any of your elected officials at http://www.yorkville.il.us/gov_officials.php Agenda Item Summary Memo Title: Meeting and Date: Synopsis: Council Action Previously Taken: Date of Action: Action Taken: Item Number: Type of Vote Required: Council Action Requested: Submitted by: Agenda Item Notes: Reviewed By: Legal Finance Engineer City Administrator Human Resources Community Development Police Public Works Parks and Recreation Agenda Item Number CA #1 Tracking Number ADM 2014-39 Monthly Treasurer’s Report for May 2014 City Council – July 8, 2014 ADM 6/19/14 Moved to Consent Agenda ADM 2014-39 Majority Approval Rob Fredrickson Finance Name Department Beginning Fund Balance April Revenues YTD Revenues Revenues Budget % of YTD Budget April Expenses YTD Expenses Expenses Budget % of YTD Budget Projected Ending Fund Balance General Fund 01 - General 4,223,820 963,365 13,475,084 13,009,489 104%893,152 13,318,592 13,902,593 96%4,380,312 Special Revenue Funds 15 - Motor Fuel Tax 1,162,506 27,275 837,793 944,000 89%38,038 908,735 1,429,456 64%1,091,564 79 - Parks and Recreation 320,370 160,300 2,282,485 2,228,704 102%135,310 1,987,828 2,199,048 90%615,026 72 - Land Cash 121,420 2,051 106,315 166,500 64%341 70,239 111,000 63%157,497 87 - Countryside TIF 1,572,335 703 809 1,550 52%1,078 2,107,231 2,105,113 100%(534,087) 88 - Downtown TIF 216,937 916 69,155 35,350 196%2,627 42,246 45,350 93%243,846 11 - Fox Hill SSA 15,124 - 3,787 3,786 100%81 7,776 7,500 104%11,134 12 - Sunflower SSA 7,740 - 7,469 7,531 99%81 12,635 14,985 84%2,574 Debt Service Fund 42 - Debt Service 12,046 100 322,226 329,479 98%75 328,953 328,554 100%5,319 Capital Funds 16 - Municipal Building (571,615) 47,335 575,245 573,374 100%- 3,930 - - (300) 25 - Vehicle and Equipment 175,588 16,464 305,497 259,750 118%9,700 321,142 347,462 92%159,942 23 - City-Wide Capital 328,726 225,819 1,435,809 1,780,172 81%10,278 1,065,191 1,462,556 73%699,345 Enterprise Funds 51 - Water 1,526,679 330,768 2,522,917 2,641,091 96%107,914 2,640,779 2,859,595 92%1,408,818 52 - Sewer 2,993,332 283,947 2,388,118 2,355,220 101%41,148 2,492,317 2,570,120 97%2,889,133 80 - Recreation Center (300,420) 41,096 534,505 617,957 86%- 232,881 150,489 155%1,204 Library Funds 82 - Library Operations 446,136 4,396 741,538 778,639 95%68,913 702,111 771,363 91%485,563 83 - Library Debt Service - 21,185 767,719 771,963 99%- 767,719 769,638 100%0 84 - Library Capital 15,689 1,301 53,666 20,020 268%547 41,414 38,850 107%27,941 Total Funds 12,266,413 2,127,022 26,430,135 26,524,575 100%1,309,282 27,051,719 29,113,672 93%11,644,830 Rob Fredrickson, Finance Director/Deputy Treasurer Cash Basis As Deputy Treasurer of the United City of Yorkville, I hereby attest, to the best of my knowledge, that the information contained in this Treasurer's Report is accurate as of the date detailed herein. Further information is available in the Finance Department. UNITED CITY OF YORKVILLE TREASURER'S REPORT - for the period ending April 30, 2014 Have a question or comment about this agenda item? Call us Monday-Friday, 8:00am to 4:30pm at 630-553-4350, email us at agendas@yorkville.il.us, post at www.facebook.com/CityofYorkville, tweet us at @CityofYorkville, and/or contact any of your elected officials at http://www.yorkville.il.us/gov_officials.php Agenda Item Summary Memo Title: Meeting and Date: Synopsis: Council Action Previously Taken: Date of Action: Action Taken: Item Number: Type of Vote Required: Council Action Requested: Submitted by: Agenda Item Notes: Reviewed By: Legal Finance Engineer City Administrator Human Resources Community Development Police Public Works Parks and Recreation Agenda Item Number CA #2 Tracking Number ADM 2014-42 Ordinance Authorizing the Sixth Amendment to the 2013-2014 Fiscal Year Budget City Council – July 8, 2014 ADM 6/19/14 Moved to Consent Agenda ADM 2014-42 Majority Approval See attached memo. Rob Fredrickson Finance Name Department For fiscal year 2014 the majority of all City funds are expected to come in under budget, including all major operating and capital funds (General, Water, Sewer, Parks & Recreation, Library, Motor Fuel Tax, City-Wide Capital, Vehicle & Equipment, etc.). However, some of the City’s smaller funds will exceed their budgetary amounts and should be amended per the recommendation of the City’s auditors to better reflect the changing plans of management/City Council and to avoid auditor comment. Although this may seem a bit “after the fact” to amend the 2014 budget after the fiscal year has ended, not doing so will result in the same audit comment that we received in the 2012 CAFR (please see page 1 in the attached packet). Funds that exceeded their appropriations budget for fiscal year 2014 include:  Countryside TIF (87) Fund – due to the implementation of the 1% business district tax (pass- thru) in the TIF district (please see attached pages 2 - 4);  Debt Service (42) Fund - due to expenditures incurred in connection with the City’s BUILD program (please see attached pages 5 - 7);  Fox Hill SSA (11) Fund – due to higher than expected mowing, maintenance and legal costs associated with this special service area (please see attached pages 8 - 10);  Municipal Building (16) Fund - due to expenditures incurred in connection with the City’s BUILD program (please see attached pages 11 - 13);  Recreation Center (80) Fund – due to rec center lease termination payment of $100,000 (projected in FY 13, actually paid in FY 2014 - please see attached pages 14 – 16). Budget worksheets have been attached for all funds mentioned above, showing the FY 2014 original and proposed budgetary changes (highlighted in yellow). Amended amounts are derived from FY 2014 actual expenditures (unaudited) for each of the respective funds. Memorandum To: Administration Committee From: Rob Fredrickson, Finance Director Date: June 10, 2014 Subject: Fiscal Year 2014 Proposed Budget Amendments Ordinance No. 2014-____ Page 1 Ordinance No. 2014-____ AN ORDINANCE AUTHORIZING THE SIXTH AMENDMENT TO THE ANNUAL BUDGET OF THE UNITED CITY OF YORKVILLE, FOR THE FISCAL YEAR COMMENCING ON MAY 1, 2013 AND ENDING ON APRIL 30, 2014 WHEREAS, the United City of Yorkville (the “City”) is a duly organized and validly existing non-home rule municipality created in accordance with the Constitution of the State of Illinois of 1970 and the laws of the State; and, WHEREAS, pursuant to 65 ILCS 5/8-2-9.4, the City adopted Ordinance No. 2013-20 on April 9, 2013 adopting an annual budget for the fiscal year commencing on May 1, 2013 and ending on April 30, 2014; and, WHEREAS, pursuant to 65 ILCS 5/8-2-9.6, by a vote of two-thirds of the members of the corporate authorities then holding office, the annual budget of the United City of Yorkville may be revised by deleting, adding to, changing or creating sub-classes within object classes and object classes themselves. No revision of the budget shall be made increasing the budget in the event funds are not available to effectuate the purpose of the revision; and, WHEREAS, funds are available to effectuate the purpose of this revision. NOW THEREFORE, BE IT ORDAINED by the Mayor and City Council of the United City of Yorkville, Kendall County, Illinois, as follows: Section 1: That the amounts shown in Schedule A, attached hereto and made a part hereof by reference, increasing and/or decreasing certain object classes and decreasing certain fund balances in the Countryside TIF, Debt Service, Fox Hill SSA, Municipal Building and Recreation Center funds with respect to the United City of Yorkville’s 2013-2014 Budget are hereby approved. Ordinance No. 2014-____ Page 2 Section 2: This ordinance shall be in full force and effect from and after its passage and approval according to law. Passed by the City Council of the United City of Yorkville, Kendall County, Illinois this ________ day of ________, 2014. ______________________________ CITY CLERK CARLO COLOSIMO ________ KEN KOCH ________ JACKIE MILSCHEWSKI ________ LARRY KOT ________ CHRIS FUNKHOUSER ________ JOEL FRIEDERS ________ ROSE ANN SPEARS ________ DIANE TEELING ________ Approved by me, as Mayor of the United City of Yorkville, Kendall County, Illinois, this _____ day of _______________ 2014. ______________________________ MAYOR UNITED CITY OF YORKVILLE, ILLINOIS Notes to the Financial Statements April 30, 2012 27 NOTE 2 – STEWARDSHIP, COMPLIANCE, AND ACCOUNTABILITY –Continued BUDGETARY INFORMATION –Continued The City follows these procedures in establishing the budgetary data reflected in the financial statements: Prior the May 1, the Mayor submits to the City Council the proposed budget for the fiscal year commencing the following May1. The operating budget includes proposed expenditures and the means of financing them. Public hearings are conducted at the City offices to obtain taxpayer comments. Prior to May 1, the budget is legally adopted by a vote of the City Council through passage of an ordinance. The budget officer is authorized to transfer budgeted amounts between departments within any fund; however, any revisions that alter the total expenditures of any fund must be approved by the City Council. EXCESS OF ACTUAL EXPENDITURES OVER BUDGET IN INDIVIDUAL FUNDS The following funds had an excess of actual expenditures over budget as of the date of this report: Fund Fox Hill Special Service Area$860 Land Cash35,836 Countryside TIF42 Municipal Building750 Excess DEFICIT FUND EQUITY The following funds had deficit fund equity as of the date of this report: Fund Land Cash$294,778 Municipal Building 579,374 Recreation Center 220,001 Deficit 1 FY 2014 FY 2014 FY 2011 FY 2012 FY 2013 FY 2013 Adopted Amended Actual Actual Budget Projected Budget Budget Revenue Taxes 6,372 4,188 4,500 0 0 5,000 Investment Earnings 3,134 2,718 2,000 3,100 1,550 1,550 Total Revenue 9,506 6,906 6,500 3,100 1,550 6,550 Expenditures Contractual Services 1,623 1,442 1,375 2,375 1,802,375 1,808,795 Debt Service 307,093 306,143 304,668 304,668 302,738 302,738 Total Expenditures 308,716 307,585 306,043 307,043 2,105,113 2,111,533 Surplus (Deficit)(299,210)(300,679)(299,543)(303,943)(2,103,563)(2,104,983) Ending Fund Balance 2,178,550 1,877,872 1,578,277 1,573,929 (529,634)(531,054) Countryside TIF Fund (87) The Countryside TIF was created in February of 2005, with the intent of constructing a future retail development at Countryside Center. This TIF is located at the northwest corner of US Route 34 and IL Route 47. ($1,000) $0 $1,000 $2,000 $3,000 Th o u s a n d s Fund Balance 2 87 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 87-000-40-00-4070 BUSINESS DISTRICT TAX - - - - - 5,000 87-000-40-00-4087 PROPERTY TAXES - COUNTRYSIDE TIF 6,372 4,188 4,500 - - - 87-000-45-00-4500 3,134 2,718 2,000 3,100 1,550 1,550 United City of Yorkville Countryside TIF Fund $6,906 $6,500Total: COUNTRYSIDE TIF REVENUE $9,506 Investment Earnings INVESTMENT EARNINGS Investment Earnings $3,134Total:$2,718 $2,000 $1,550 $0 $1,550 $5,000 $1,550 $6,550 COUNTRYSIDE TIF FUND REVENUE Description Taxes $3,100 $3,100 $4,188 $4,500 $0$6,372Total:Taxes 3 870 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 87-870-54-00-5420 ADMINISTRATIVE FEES 1,248 1,067 1,000 2,000 2,000 3,420 Legal & TIF Reporting Costs 87-870-54-00-5425 TIF INCENTIVE PAYOUT - - - - 1,800,000 1,800,000 87-870-54-00-5493 BUSINESS DISTRICT REBATE - - - - - 5,000 87-870-54-00-5498 PAYING AGENT FEES 375 375 375 375 375 375 87-870-80-00-8000 PRINCIPLE PAYMENT 170,000 175,000 180,000 180,000 185,000 185,000 87-870-80-00-8050 INTEREST PAYMENT 137,093 131,143 124,668 124,668 117,738 117,738 $304,668 $1,802,375 $2,111,533$307,585 $306,043 $2,105,113$307,043Total: COUNTRYSIDE TIF $308,716 Debt Service - 2005 Bond Total:Debt Service - 2005 Bond $307,093 United City of Yorkville Countryside TIF Fund $1,808,795 $302,738 COUNTRYSIDE TIF FUND EXPENDITURES Description Total:Contractual Services Contractual Services $1,623 $1,442 $1,375 $306,143 $304,668 $302,738 $2,375 4 FY 2014 FY 2014 FY 2011 FY 2012 FY 2013 FY 2013 Adopted Amended Actual Actual Budget Projected Budget Budget Revenue Taxes - 323,350 326,379 324,762 328,179 328,179 Licenses & Permits 1,025 1,375 1,000 3,969 1,000 2,000 Investment Earnings - 283 300 350 300 300 Other Financing Sources 429,404 182,517 99,465 99,465 - - Total Revenue 430,429 507,525 427,144 428,546 329,479 330,479 Expenditures Contractual Services - 749 963 963 375 1,375 Debt Service 429,404 427,919 504,407 504,407 328,179 328,179 Total Expenditures 429,404 428,668 505,370 505,370 328,554 329,554 Surplus (Deficit)1,025 78,857 (78,226) (76,824) 925 925 Ending Fund Balance 8,653 87,510 8,925 10,686 11,611 11,611 Debt Service Fund (42) This fund accumulates monies for payment of the 2005A bonds, which were issued to finance road improvements. $0 $20 $40 $60 $80 $100 Th o u s a n d s Fund Balance 5 42 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 42-000-40-00-4006 PROPERTY TAXES - 2005A BOND - 323,350 326,379 324,762 328,179 328,179 42-000-42-00-4208 RECAPTURE FEES - WATER & SEWER 1,025 1,375 1,000 3,969 1,000 1,000 42-000-42-00-4216 BUILD PROGRAM PERMITS - - - - - 1,000 42-000-45-00-4500 INVESTMENT EARNINGS - 283 300 350 300 300 42-000-49-00-4901 TRANSFER FROM GENERAL 429,404 103,740 99,465 99,465 - - 2004C Debt Service 42-000-49-00-4985 TRANSFER FROM FOX INDUSTRIAL TIF - 78,777 - - - - Final 2002 Debt Service - paid in FY 2013 United City of Yorkville Debt Service Fund $328,179 $2,000 $300 $0 $330,479$507,525 $427,144 $182,517 $99,465 Taxes Total: Total: DEBT SERVICE FUND REVENUE $430,429 Other Financing Sources Total:Other Financing Sources $429,404 $99,465 $428,546 $0 $329,479 $328,179 $1,000 $323,350 $326,379 $1,375 $1,000 $324,762 $3,969 $300 $350 $300 DEBT SERVICE FUND REVENUE Description License & Permits $1,025Total:Licenses & Permits Taxes $0 Investment Earnings Total:Investment Earnings $0 $283 6 420 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 42-420-54-00-5405 BUILD PROGRAM - - - - - 1,000 42-420-54-00-5498 PAYING AGENT FEES - 749 963 963 375 375 42-420-81-00-8000 PRINCIPAL PAYMENT 95,000 95,000 95,000 95,000 - - 42-420-81-00-8050 INTEREST PAYMENT 12,825 8,740 4,465 4,465 - - 42-420-82-00-8000 PRINCIPAL PAYMENT 185,000 195,000 205,000 205,000 215,000 215,000 42-420-82-00-8050 INTEREST PAYMENT 136,579 129,179 121,379 121,379 113,179 113,179 42-420-98-00-8000 PRINCIPAL PAYMENT - - 75,000 75,000 - - 42-420-98-00-8050 INTEREST PAYMENT - - 3,563 3,563 - - United City of Yorkville Debt Service Fund $1,375 $0 $328,179 $0 $329,554$328,554 Debt Service - 2005A Bond Total:Debt Service - 2005A Bond $321,579 Debt Service - 2004C Bond Total: $375 $103,740 $99,465 $0Debt Service - 2004C Bond $107,825 Contractual Services Contractual Services $0 $963 $328,179 DEBT SERVICE FUND EXPENDITURES Description $749 $963 $324,179 $326,379 $99,465 $326,379 $505,370Total: DEBT SERVICE $429,404 $428,668 $505,370 Debt Service - 2002 Fox Industrial TIF Bond $78,563 Total: $0Total:Debt Service - 2002 Bond $0 $0 $78,563 7 FY 2014 FY 2014 FY 2011 FY 2012 FY 2013 FY 2013 Adopted Amended Actual Actual Budget Projected Budget Budget Revenue Taxes 19,894 3,786 3,786 3,786 3,786 3,786 Investment Earnings - 7 - 10 - - Total Revenue 19,894 3,793 3,786 3,796 3,786 3,786 Expenditures Contractual Services 4,178 4,664 4,500 5,476 7,500 7,780 Total Expenditures 4,178 4,664 4,500 5,476 7,500 7,780 Surplus (Deficit)15,716 (871)(714)(1,680)(3,714)(3,994) Ending Fund Balance 17,942 17,071 16,719 15,391 11,677 11,397 Fox Hill SSA Fund (11) This fund was created for the purpose of maintaining the common areas of the Fox Hill Estates (SSA 2004-201) subdivision. Revenues for the fund are derived from property taxes levied on homeowners in the subdivision. -534.828 -2374.704 270.222 -1131.924 -1068.555 ($3,000) ($2,500) ($2,000) ($1,500) ($1,000) ($500) $0 $500 Th o u s a n d s Fund Balance $0 $5 $10 $15 $20 Th o u s a n d s Fund Balance 8 11 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 11-000-40-00-4011 PROPERTY TAXES - FOX HILL SSA 19,894 3,786 3,786 3,786 3,786 3,786 11-000-45-00-4500 INVESTMENT EARNINGS - 7 - 10 - - $3,786 $0 $3,786 United City of Yorkville Fox Hill Special Service Area Fund $3,786 $3,786 $3,796 $0 $10 Investment Earnings Total:Investment Earnings $0 $7 Total: FOX HILL SSA REVENUE Taxes $19,894Total:Taxes $3,786 $3,786$3,786 $0 FOX HILL SSA FUND REVENUE Description $3,786 $19,894 $3,793 9 111 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 11-111-54-00-5466 LEGAL SERVICES - - - - - 190 11-111-54-00-5495 OUTSIDE REPAIR & MAINTENANCE 4,178 4,664 4,500 5,476 7,500 7,590 $7,780 $7,780 United City of Yorkville Fox Hill Special Service Area Fund Total: FOX HILL SSA EXPENDITURES $4,178 $7,500$5,476$4,664 $4,500 $4,664 $4,500$4,178 $7,500Total:Contractual Services FOX HILL SSA EXPENDITURES Description Contractual Services $5,476 10 FY 2014 FY 2014 FY 2011 FY 2012 FY 2013 FY 2013 Adopted Amended Actual Actual Budget Projected Budget Budget Revenue Licenses & Permits 20,700 8,400 5,250 9,150 - 4,000 Other Financing Sources - - - - 573,374 573,374 Total Revenue 20,700 8,400 5,250 9,150 573,374 577,374 Expenditures Contractual Services - 750.00 - 3,150.00 - 4,000 Total Expenditures - 750 - 3,150 - 4,000 Surplus (Deficit)20,700 7,650 5,250 6,000 573,374 573,374 Ending Fund Balance (587,024)(579,374)(575,774)(573,374)0 0 Municipal Building Fund (16) The Municipal Building Fund was used to maintain existing City owned buildings and to fund land acquisition, design and construction of new buildings. This fund will be closed and consolidated into the City-Wide Capital Fund in fiscal year 2014. -534.828 -2374.704 270.222 -1131.924 -1068.555 ($3,000) ($2,500) ($2,000) ($1,500) ($1,000) ($500) $0 $500 Th o u s a n d s Fund Balance ($800) ($600) ($400) ($200) $0 Th o u s a n d s Fund Balance 11 16 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 16-000-42-00-4214 DEVELOPMENT FEES 20,700 7,650 5,250 6,000 - - 16-000-42-00-4216 BUILD PROGRAM PERMIT - 750 - 3,150 - 4,000 16-000-49-00-4901 TRANSFER FROM GENERAL - - - - 573,374 573,374 To Close Out Fund $20,700 Licenses & Permits Total: $9,150 Licenses & Permits $20,700 Other Financing Sources Total:Other Financing Sources $0 $0 $0 $0 $4,000 $573,374 $577,374 United City of Yorkville Municipal Building Fund $9,150 MUNICIPAL BUILDING FUND REVENUE Description $0 $573,374$8,400 $5,250 $8,400 $5,250 $573,374 Total: MUNICIPAL BLDG REVENUE 12 160 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 16-160-54-00-5405 BUILD PROGRAM - 750 - 3,150 - 4,000 Contractual Services $0 $750 $0 $4,000 $4,000 United City of Yorkville Municipal Building Fund MUNICIPAL BUILDING EXPENDITURES Description Contractual Services $3,150 $0 Total: MUNICIPAL BDLG EXPENDITURES $0 $0$0$750 $3,150 Total: 13 FY 2014 FY 2014 FY 2011 FY 2012 FY 2013 FY 2013 Adopted Amended Actual Actual Budget Projected Budget Budget Revenue Charges for Service 608,154 620,489 607,000 498,750 61,000 44,891 Miscellaneous 11,864 14,074 15,500 14,456 - 572 Other Financing Sources - - - - 556,957 489,043 Total Revenue 620,018 634,563 622,500 513,206 617,957 534,506 Expenses Salaries 224,988 201,757 223,000 174,250 20,000 19,795 Benefits 28,603 25,706 29,212 29,179 - 2,148 Contractual Services 384,248 392,972 408,250 476,050 114,250 208,635 Supplies 49,451 39,041 43,171 81,194 16,239 3,508 Total Expenses 687,290 659,476 703,633 760,673 150,489 234,086 Surplus (Deficit)(67,272) (24,913) (81,133) (247,467) 467,468 300,420 Ending Fund Balance Equivalent (195,087) (220,001) (367,521) (467,468) - - -28.4%-33.4%-52.2%-61.5%0.0%0.0% Recreation Center Fund (80) The REC Center is a 38,000 square foot, full-service fitness and recreation facility leased by the City and operated by the Parks and Recreation Department. This fund will be closed out in fiscal year 2014 after the expiration of the lease on June 30, 2013. ($500) ($400) ($300) ($200) ($100) $0 Th o u s a n d s Fund Balance Equivalent 14 80 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 80-000-44-00-4439 PROGRAM FEES 130,565 97,070 100,000 60,000 - 3,409 80-000-44-00-4441 CONCESSION REVENUE 14,692 10,661 12,500 6,500 500 492 80-000-44-00-4444 MEMBERSHIP FEES 418,685 465,488 450,000 400,000 60,000 37,189 80-000-44-00-4445 GUEST FEES 7,072 8,939 7,000 6,500 500 1,136 80-000-44-00-4446 SWIM CLASS FEES 27,013 30,932 25,000 20,000 - 2,275 80-000-44-00-4447 PERSONAL TRAINING FEES 8,055 4,910 10,000 5,000 - 360 80-000-44-00-4448 TANNING SESSION FEES 2,072 2,489 2,500 750 - 30 80-000-48-00-4820 RENTAL INCOME 7,103 13,017 13,000 13,000 - 444 80-000-48-00-4846 SCHOLARSHIPS/DONATIONS 3,170 760 2,000 1,356 - 28 80-000-48-00-4850 MISCELLANEOUS INCOME 1,591 297 500 100 - 100 80-000-49-00-4979 TRANSFER FROM PARK & REC - - - - 556,957 489,043 To Close Out Fund Total: REC CTR REVENUE $620,018 $622,500 $15,500 RECREATION CENTER FUND REVENUE Description Charges for Services Miscellaneous Total:Charges for Services $11,864 $608,154 Other Financing Sources Total:Other Financing Sources $0 $0 $0 $556,957 $607,000 Miscellaneous Total: $44,891 $572 $489,043 $534,506 United City of Yorkville Recreation Center Fund $513,206 $617,957 $61,000 $0 $620,489 $14,074 $634,563 $498,750 $14,456 $0 15 800 FY 2011 FY 2012 FY 2013 FY 2013 FY 2014 FY 2014 Account Actual Actual Budget Projected Adopted Amended 80-800-50-00-5010 SALARIES & WAGES 33,542 29,087 28,000 26,250 - - 80-800-50-00-5015 PART-TIME SALARIES 96,666 88,234 100,000 78,000 20,000 13,006 80-800-50-00-5046 PRE-SCHOOL WAGES 38,362 30,255 35,000 15,000 - - 80-800-50-00-5052 INSTRUCTORS WAGES 56,418 54,181 60,000 55,000 - 6,789 80-800-52-00-5212 RETIREMENT PLAN CONTRIBUTION 11,529 10,213 10,181 10,181 - 624 80-800-52-00-5214 FICA CONTRIBUTION 17,074 15,493 17,708 17,708 - 1,524 80-800-52-00-5216 GROUP HEALTH INSURANCE - - 1,200 1,200 - - 80-800-52-00-5222 GROUP LIFE INSURANCE - - 123 90 - - 80-800-54-00-5415 TRAVEL & LODGING - - 200 - - - 80-800-54-00-5426 PUBLISHING & ADVERTISING 732 192 1,500 - - - 80-800-54-00-5440 TELECOMMUNICATIONS 4,379 3,198 3,600 3,600 720 691 80-800-54-00-5447 SCHOLARSHIPS 389 - - - - - 80-800-54-00-5452 POSTAGE & SHIPPING - - 600 300 60 - 80-800-54-00-5460 DUES AND SUBSCRIPTIONS - 114 200 200 40 - 80-800-54-00-5462 PROFESSIONAL SERVICES 32,851 15,810 20,000 15,000 3,000 1,726 80-800-54-00-5480 UTILITIES 55,117 46,030 55,650 55,650 11,130 3,523 80-800-54-00-5485 RENTAL & LEASE PURCHASE 215,000 223,647 236,000 330,000 38,000 138,274 80-800-54-00-5495 OUTSIDE REPAIR & MAINTENANCE 13,627 37,751 15,000 7,000 1,400 4,402 80-800-54-00-5496 PROGRAM REFUNDS 8,473 4,727 5,500 5,500 1,100 4,129 80-800-54-00-5497 PROPERTY TAX PAYMENT 53,680 61,503 70,000 58,800 58,800 55,890 80-800-56-00-5606 PROGRAM SUPPLIES 11,676 12,125 15,000 7,500 1,500 520 80-800-56-00-5607 CONCESSION SUPPLIES 10,029 6,302 7,000 7,000 1,400 - 80-800-56-00-5610 OFFICE SUPPLIES 1,730 892 2,600 1,500 300 - 80-800-56-00-5620 OPERATING SUPPLIES 4,543 7,039 6,200 3,000 600 1,123 80-800-56-00-5630 SMALL TOOLS & EQUIPMENT 8,525 - - - - - 80-800-56-00-5635 COMPUTER EQUIPMENT & SOFTWARE 3,180 1,000 1,000 1,000 200 - 80-800-56-00-5640 REPAIR & MAINTENANCE 9,768 11,371 11,000 61,000 12,200 1,865 80-800-56-00-5645 BOOKS & PUBLICATIONS - 30 50 194 39 - 80-800-56-00-5695 GASOLINE - 282 321 - - - Total: REC CTR EXPENSES Total:Contractual Services $384,248 Supplies Total:Supplies $49,451 $16,239 $476,050 $703,633 $408,250 $687,290 $43,171 $659,476 $81,194 $3,508 $234,086 Description $0 Salaries Total:Salaries $224,988 $201,757 $25,706Total:Benefits $760,673 $150,489 $392,972 $39,041 United City of Yorkville Recreation Center Fund $19,795 $2,148 $208,635$114,250 Contractual Services $28,603 Benefits $223,000 $29,212 $174,250 $29,179 $20,000 RECREATION CENTER EXPENSES 16 Have a question or comment about this agenda item? Call us Monday-Friday, 8:00am to 4:30pm at 630-553-4350, email us at agendas@yorkville.il.us, post at www.facebook.com/CityofYorkville, tweet us at @CityofYorkville, and/or contact any of your elected officials at http://www.yorkville.il.us/gov_officials.php Agenda Item Summary Memo Title: Meeting and Date: Synopsis: Council Action Previously Taken: Date of Action: Action Taken: Item Number: Type of Vote Required: Council Action Requested: Submitted by: Agenda Item Notes: Reviewed By: Legal Finance Engineer City Administrator Human Resources Community Development Police Public Works Parks and Recreation Agenda Item Number CA #3 Tracking Number ADM 2014-43 Ordinance Codifying the Voluntary Payment Doctrine for Payments Made to the City City Council – July 8, 2014 ADM 6/19/14 Moved to Consent Agenda ADM 2014-43 Majority Approval See attached memo. Rob Fredrickson Finance Name Department The attached ordinance codifies the voluntary payment doctrine, which is a legal doctrine providing that payments made voluntarily to the City cannot be recovered if such payment is due to the negligence of the person paying to not know the ordinances of the City. While infrequent, this situation does occur from time to time, usually when a resident who qualifies for the discounted refuse rate voluntarily pays the regular refuse rate because they are unaware of the City ordinance allowing for a discounted rate (i.e. senior garbage subsidy). Pursuant to the voluntary payment doctrine, when this situation does occur, it has been the past practice of the City to adjust the rate going forward (assuming that the individual proves they qualify) and to not provide any refund of voluntary payments made by the resident due to their unfamiliarity with ordinance. While it is not legally necessary to codify the voluntary payment doctrine (as it is what the law provides), management recommends that it be included in the City Code in order to provide staff with guidance and to serve as a reference point for residents should this situation arise in the future. Memorandum To: Administration Committee From: Rob Fredrickson, Finance Director Date: June 11, 2014 Subject: Ordinance Codifying the Voluntary Payment Doctrine Ordinance No. 2014-____ Page 1 Ordinance No. 2014- _____ AN ORDINANCE OF THE UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS, CODIFYING THE VOLUNTARY PAYMENT DOCTRINE FOR PAYMENTS MADE TO THE CITY WHEREAS, the United City of Yorkville (the “City”) is a duly organized and validly existing non home-rule municipality created in accordance with the Constitution of the State of Illinois of 1970 and the laws of the State; and, WHEREAS, the legal concept know as the voluntary payment doctrine provides that payments voluntarily paid to the City cannot be recovered if such payment is due to the negligence of the person paying to not know the ordinances of the City. NOW, THEREFORE, BE IT ORDAINED by the Mayor and City Council of the United City of Yorkville, Kendall County, Illinois, as follows: Section 1: That Title 1, Chapter 7, Municipal Finances, of the Yorkville City Code, as amended, be and is hereby amended by adding Section 1-7-11 to read as follows: “1-7-11: VOLUNTARY PAYMENT The City shall not refund or credit any payment voluntarily paid to the City without written protest at the time of payment if the person making the payment did not take advantage of the reduced garbage pickup surcharge or other fee reduction established by an ordinance of the City, or if such fee is declared to have been invalidly enacted or unconstitutional by a court of competent jurisdiction.” Section 2: This Ordinance shall be in full force and effect upon its passage, approval, and publication as provided by law. Passed by the City Council of the United City of Yorkville, Kendall County, Illinois this ________ day of ________, 2014. ______________________________ CITY CLERK CARLO COLOSIMO ________ KEN KOCH ________ JACKIE MILSCHEWSKI ________ LARRY KOT ________ CHRIS FUNKHOUSER ________ JOEL FRIEDERS ________ ROSE ANN SPEARS ________ DIANE TEELING ________ Ordinance No. 2014-____ Page 2 Approved by me, as Mayor of the United City of Yorkville, Kendall County, Illinois, this _____ day of _______________ 2014. ______________________________ MAYOR Have a question or comment about this agenda item? Call us Monday-Friday, 8:00am to 4:30pm at 630-553-4350, email us at agendas@yorkville.il.us, post at www.facebook.com/CityofYorkville, tweet us at @CityofYorkville, and/or contact any of your elected officials at http://www.yorkville.il.us/gov_officials.php Agenda Item Summary Memo Title: Meeting and Date: Synopsis: Council Action Previously Taken: Date of Action: Action Taken: Item Number: Type of Vote Required: Council Action Requested: Submitted by: Agenda Item Notes: Reviewed By: Legal Finance Engineer City Administrator Human Resources Community Development Police Public Works Parks and Recreation Agenda Item Number CA #4 Tracking Number ADM 2014-44 Resolution for A New Escrow Account with IMET for Bond Proceeds City Council – July 8, 2014 ADM 6/19/14 Moved to Consent Agenda ADM 2014-44 Majority Approval See attached memo. Rob Fredrickson Finance Name Department In an effort to enhance transparency regarding how the proposed Game Farm Road Project bond proceeds are spent, it is the recommendation of staff that these monies be placed in a separate account at the Illinois Metropolitan Investment Fund (IMET). Money in this new account would be segregated from other City funds held at IMET and balances would be reported on the monthly cash statement in the City-Wide Capital (23) Fund. Currently, the City has two accounts at IMET (General & Escrow) which yield an annualized interest rate of 35 basis points (0.0035%). The resolution proposing the establishment of this new account at IMET has been attached for your review and consideration. Memorandum To: Administration Committee From: Rob Fredrickson, Finance Director Date: June 11, 2014 Subject: New IMET Account for Game Farm Road Bond Proceeds Resolution No. 2014-__ Page 1 RESOLUTION NO. 2014-__ A RESOLUTION OF THE UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS AUTHORIZING THE TRANSFER OF THE PROCEEDS OF THE $4,850,000 GENERAL OBLIGATION (ALTERNATE REVENUE SOURCE) BONDS, SERIES 2014A TO A NEW ESCROW ACCOUNT WITH THE ILLINOIS METROPOLITAN FUND WHEREAS, the United City of Yorkville, Kendall County, Illinois (the “City”) is a non- home rule municipality pursuant to the Illinois Constitution of 1970 and the laws of this state; and WHEREAS, the City shall receive certain bond proceeds from the issuance of $4,850,000 General Obligation (Alternate Revenue Source) Bonds Series 2014A (the “Bonds”) to be used to finance certain roadway improvements after payment of the costs of issuance of the Bonds, which funds should not be comingled with other City funds but placed into a separate escrow account; and WHEREAS, the City Administrator has requested that said proceeds from the Bonds after payment of the costs of issuance be transferred to a new escrow account with the Illinois Metropolitan Fund to prevent any comingling with other City funds. NOW THEREFORE BE IT RESOLVED, by the Mayor and City Council of the United City of Yorkville, Kendall County, Illinois, as follows: Section 1: That the City Administrator is hereby authorized to transfer the proceeds from the issuance of the Bonds after payment of the costs of issuance for the Bonds to a new escrow account with the Illinois Metropolitan Fund. Section 2: That the authorized signatories for the above escrow account shall be the Mayor, City Treasurer, City Administrator and Finance Director and that two (2) signatories shall be required to approve and sign each check for withdrawal from the escrow account. Section 3: This Resolution shall be in full force and effect upon its passage and approval as provided by law. Passed by the City Council of the United City of Yorkville, Kendall County, Illinois this ___ day of _________________, A.D. 2014. ______________________________ CITY CLERK Resolution No. 2014-__ Page 2 CARLO COLOSIMO ________ KEN KOCH ________ JACKIE MILSCHEWSKI ________ LARRY KOT ________ CHRIS FUNKHOUSER ________ JOEL FRIEDERS ________ ROSE ANN SPEARS ________ DIANE TEELING ________ Approved by me, as Mayor of the United City of Yorkville, Kendall County, Illinois, this ___ day of _________________, A.D. 2014. ______________________________ MAYOR Have a question or comment about this agenda item? Call us Monday-Friday, 8:00am to 4:30pm at 630-553-4350, email us at agendas@yorkville.il.us, post at www.facebook.com/CityofYorkville, tweet us at @CityofYorkville, and/or contact any of your elected officials at http://www.yorkville.il.us/gov_officials.php Agenda Item Summary Memo Title: Meeting and Date: Synopsis: Council Action Previously Taken: Date of Action: Action Taken: Item Number: Type of Vote Required: Council Action Requested: Submitted by: Agenda Item Notes: Reviewed By: Legal Finance Engineer City Administrator Human Resources Community Development Police Public Works Parks and Recreation Agenda Item Number Bills for Payment Tracking Number Bills for Payment (Informational): $980,302.50 City Council – July 8, 2014 None – Informational Amy Simmons Finance Name Department       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 8 : 2 6 : 0 2 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 2 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 7 3 G E N E V A G E N E V A C O N S T R U C T I O N E E I E S T . 2 - P R I V A T E 0 6 / 3 0 / 1 4 0 1 K E N D A L L M A R K E T P L A C E 0 1 - 0 0 0 - 2 4 - 0 0 - 2 4 4 0 6 , 1 3 2 . 6 1 0 2 I M P R O V E M E N T S * * C O M M E N T * * IN V O I C E T O T A L : 6 , 1 3 2 . 6 1 * CH E C K T O T A L : 6 , 1 3 2 . 6 1 5 1 7 8 7 4 G E N E V A G E N E V A C O N S T R U C T I O N E E I E S T . 2 - P U B L I C 0 6 / 3 0 / 1 4 0 1 K E N D A L L M A R K E T P L A C E 0 1 - 0 0 0 - 2 4 - 0 0 - 2 4 4 0 4 , 1 3 3 . 8 0 0 2 I M P R O V E M E N T S * * C O M M E N T * * IN V O I C E T O T A L : 4 , 1 3 3 . 8 0 * CH E C K T O T A L : 4 , 1 3 3 . 8 0 5 1 7 8 7 5 O R R K K A T H L E E N F I E L D O R R & A S S O C . 1 4 3 9 1 0 6 / 1 7 / 1 4 0 1 M I S C . C I T Y L E G A L M A T T E R S 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 5 6 4 , 3 3 4 . 7 1 0 2 C O U N T R Y H I L L S L E G A L M A T T E R S 9 0 - 0 6 6 - 6 6 - 0 0 - 0 0 1 1 7 1 9 . 2 9 0 3 H E A R T L A N D M E A D O W S L E G A L 9 0 - 0 6 4 - 6 4 - 0 0 - 0 0 1 1 8 0 7 . 5 0 0 4 M A T T E R S * * C O M M E N T * * 0 5 P R E S T W I C K L E G A L M A T T E R S 9 0 - 0 5 5 - 5 5 - 0 0 - 0 0 1 1 9 5 . 0 0 0 6 M E E T I N G S 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 5 6 1 , 0 0 0 . 0 0 0 7 G A M E F A R M R D L E G A L M A T T E R S 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 5 6 9 0 2 . 5 0 IN V O I C E T O T A L : 7 , 8 5 9 . 0 0 * CH E C K T O T A L : 7 , 8 5 9 . 0 0 5 1 7 8 7 6 R 0 0 0 1 3 4 0 M A T T & B R A N D I G O S S E T T 2 0 1 3 0 5 0 3 - B U I L D 0 6 / 3 0 / 1 4 0 1 1 4 8 9 C O R N E R S T O N E B L D P R O G R A M 2 3 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 2 , 3 9 0 . 0 0 0 2 1 4 8 9 C O R N E R S T O N E B L D P R O G R A M 4 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 5 0 . 0 0 0 3 1 4 8 9 C O R N E R S T O N E B L D P R O G R A M 5 1 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 7 , 1 6 0 . 0 0 0 4 1 4 8 9 C O R N E R S T O N E B L D P R O G R A M 5 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 4 0 0 . 0 0 IN V O I C E T O T A L : 1 0 , 0 0 0 . 0 0 * CH E C K T O T A L : 1 0 , 0 0 0 . 0 0 TO T A L A M O U N T P A I D : 2 8 , 1 2 5 . 4 1 Page 1 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 8 : 5 2 : 1 0 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 7 7 A N I R I A N I R I L L C 0 4 3 0 1 4 - S T R E B A T E 0 6 / 2 7 / 1 4 0 1 J A N - A P R 2 0 1 4 D A I R Y Q U E E N 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 9 2 8 3 4 . 1 2 0 2 S A L E S T A X R E B A T E * * C O M M E N T * * IN V O I C E T O T A L : 8 3 4 . 1 2 * CH E C K T O T A L : 8 3 4 . 1 2 5 1 7 8 7 8 B A N K N Y T H E B A N K O F N E W Y O R K 0 4 3 0 1 4 - S T R E B A T E 0 6 / 2 7 / 1 4 0 1 J A N - A P R 2 0 1 4 S A L E S T A X R E B A T E 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 9 2 1 4 5 , 9 1 0 . 7 7 IN V O I C E T O T A L : 1 4 5 , 9 1 0 . 7 7 * CH E C K T O T A L : 1 4 5 , 9 1 0 . 7 7 5 1 7 8 7 9 B O O M B A H B O O M B A H 0 4 3 0 1 4 - S T R E B A T E 0 6 / 2 7 / 1 4 0 1 J A N - A P R 2 0 1 4 S A L E S T A X R E B A T E 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 9 2 2 , 6 8 0 . 0 0 IN V O I C E T O T A L : 2 , 6 8 0 . 0 0 * CH E C K T O T A L : 2 , 6 8 0 . 0 0 5 1 7 8 8 0 I M S A P E X I N D U S T R I A L A U T O M A T I O N L L C 1 0 7 6 7 9 0 0 4 / 2 4 / 1 4 0 1 A C P A R T S 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 5 6 2 5 0 . 4 1 IN V O I C E T O T A L : 2 5 0 . 4 1 * CH E C K T O T A L : 2 5 0 . 4 1 5 1 7 8 8 1 M C K I R G N R A N D Y M C K I R G A N 7 6 7 1 4 0 3 / 0 3 / 1 4 0 1 O I L 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 2 8 1 , 0 2 4 . 1 0 IN V O I C E T O T A L : 1 , 0 2 4 . 1 0 * 7 6 7 4 5 0 3 / 0 6 / 1 4 0 1 D I E S E L F U E L 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 9 5 6 9 2 . 4 9 0 2 D I E S E L F U E L 5 1 - 5 1 0 - 5 6 - 0 0 - 5 6 9 5 6 9 2 . 4 9 Page 2 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 8 : 5 2 : 1 0 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 8 1 M C K I R G N R A N D Y M C K I R G A N 7 6 7 4 5 0 3 / 0 6 / 1 4 0 3 D I E S E L F U E L 5 2 - 5 2 0 - 5 6 - 0 0 - 5 6 9 5 6 9 2 . 4 8 IN V O I C E T O T A L : 2 , 0 7 7 . 4 6 * CH E C K T O T A L : 3 , 1 0 1 . 5 6 5 1 7 8 8 2 M E N I N C M E N A R D S I N C 0 4 3 0 1 4 - S T R E B A T E 0 6 / 2 7 / 1 4 0 1 J A N - A P R 2 0 1 4 S A L E S T A X R E B A T E 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 9 2 4 9 , 8 5 6 . 5 8 IN V O I C E T O T A L : 4 9 , 8 5 6 . 5 8 * CH E C K T O T A L : 4 9 , 8 5 6 . 5 8 5 1 7 8 8 3 R A T O S J R A T O S , J A M E S 0 4 3 0 1 4 - S T R E B A T E 0 6 / 2 7 / 1 4 0 1 J A N - A P R 2 0 1 4 S A L E S T A X R E B A T E 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 9 2 8 , 3 7 7 . 7 9 IN V O I C E T O T A L : 8 , 3 7 7 . 7 9 * CH E C K T O T A L : 8 , 3 7 7 . 7 9 5 1 7 8 8 4 T U C K E R T U C K E R D E V E L O P M E N T C O R P . 0 4 3 0 1 4 - S T R E B A T E 0 6 / 2 7 / 1 4 0 1 J A N - A P R 2 0 1 4 S A L E S T A X R E B A T E 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 9 2 4 7 , 4 5 3 . 3 1 IN V O I C E T O T A L : 4 7 , 4 5 3 . 3 1 * CH E C K T O T A L : 4 7 , 4 5 3 . 3 1 TO T A L A M O U N T P A I D : 2 5 8 , 4 6 4 . 5 4 Page 3 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 8 5 A A C V B A U R O R A A R E A C O N V E N T I O N 0 5 3 1 1 4 - A L L 0 6 / 2 7 / 1 4 0 1 M A Y 2 0 1 4 A L L S E A S O N S H O T E L T A X 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 8 1 2 9 . 1 0 IN V O I C E T O T A L : 2 9 . 1 0 * 0 5 3 1 1 4 - H A M P T O N 0 6 / 2 7 / 1 4 0 1 H A M P T O N I N N M A Y 2 0 1 4 H O T E L T A X 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 8 1 4 , 0 8 4 . 2 5 IN V O I C E T O T A L : 4 , 0 8 4 . 2 5 * 0 5 3 1 1 4 - S U P E R 0 6 / 2 7 / 1 4 0 1 M A Y 2 0 1 4 S U P E R 8 H O T E L T A X 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 8 1 1 , 5 8 7 . 6 4 IN V O I C E T O T A L : 1 , 5 8 7 . 6 4 * CH E C K T O T A L : 5 , 7 0 0 . 9 9 5 1 7 8 8 6 A C T I O N A C T I O N G R A P H I X L T D 5 4 1 1 0 6 / 1 7 / 1 4 0 1 2 B A N N E R S 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 2 0 1 3 0 . 0 0 IN V O I C E T O T A L : 1 3 0 . 0 0 * CH E C K T O T A L : 1 3 0 . 0 0 5 1 7 8 8 7 A D S A L A R M A L A R M D E T E C T I O N S Y S T E M S I N C 1 5 8 1 2 7 - 0 6 0 8 1 4 0 6 / 0 8 / 1 4 0 1 J U L - S E P T M O N I T O R I N G C H A R G E S 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 6 2 4 8 9 . 5 4 IN V O I C E T O T A L : 4 8 9 . 5 4 * CH E C K T O T A L : 4 8 9 . 5 4 5 1 7 8 8 8 A M P E R A G E A M P E R A G E E L E C T R I C A L S U P P L Y I N C 0 5 1 9 8 5 2 - I N 0 6 / 0 3 / 1 4 0 1 A C R Y L I C R E F R A C T O R 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 4 0 8 7 . 6 6 IN V O I C E T O T A L : 8 7 . 6 6 * CH E C K T O T A L : 8 7 . 6 6 5 1 7 8 8 9 A Q U A F I X A Q U A F I X , I N C . 1 3 3 2 7 0 6 / 1 1 / 1 4 0 1 V I T A S T I M , B U G O N A R O P E 5 2 - 5 2 0 - 5 6 - 0 0 - 5 6 1 3 7 3 4 . 9 0 IN V O I C E T O T A L : 7 3 4 . 9 0 * CH E C K T O T A L : 7 3 4 . 9 0 Page 4 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 9 0 A R A M A R K A R A M A R K U N I F O R M S E R V I C E S 1 5 8 8 5 4 6 7 3 7 0 6 / 1 0 / 1 4 0 1 U N I F O R M S 5 2 - 5 2 0 - 5 6 - 0 0 - 5 6 0 0 3 4 . 7 5 0 2 U N I F O R M S 5 1 - 5 1 0 - 5 6 - 0 0 - 5 6 0 0 3 4 . 7 5 0 3 U N I F O R M S 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 0 0 3 4 . 7 6 IN V O I C E T O T A L : 1 0 4 . 2 6 * 1 5 8 8 5 5 5 4 5 9 0 6 / 1 7 / 1 4 0 1 U N I F O R M S 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 0 0 3 4 . 7 5 0 2 U N I F O R M S 5 1 - 5 1 0 - 5 6 - 0 0 - 5 6 0 0 3 4 . 7 5 0 3 U N I F O R M S 5 2 - 5 2 0 - 5 6 - 0 0 - 5 6 0 0 3 4 . 7 6 IN V O I C E T O T A L : 1 0 4 . 2 6 * 1 5 8 8 5 6 4 1 9 1 0 6 / 2 4 / 1 4 0 1 U N I F O R M S 5 2 - 5 2 0 - 5 6 - 0 0 - 5 6 0 0 3 4 . 7 5 0 2 U N I F O R M S 5 1 - 5 1 0 - 5 6 - 0 0 - 5 6 0 0 3 4 . 7 5 0 3 U N I F O R M S 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 0 0 3 4 . 7 6 IN V O I C E T O T A L : 1 0 4 . 2 6 * CH E C K T O T A L : 3 1 2 . 7 8 5 1 7 8 9 1 A T T A T & T 5 0 3 1 9 3 5 2 0 0 0 6 / 1 0 / 1 4 0 1 0 6 / 1 0 - 0 7 / 0 9 R O U T E R S E R V I C E 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 4 0 4 8 9 . 1 8 IN V O I C E T O T A L : 4 8 9 . 1 8 * CH E C K T O T A L : 4 8 9 . 1 8 5 1 7 8 9 2 A T T G L O B A T & T G L O B A L S E R V I C E S , I N C . I L 8 1 5 9 3 4 0 6 / 2 3 / 1 4 0 1 0 7 / 0 7 / 1 4 - 0 1 / 0 6 / 1 5 M A I N T E N A N C E 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 6 2 1 , 4 7 2 . 4 0 0 2 B I L L I N G * * C O M M E N T * * IN V O I C E T O T A L : 1 , 4 7 2 . 4 0 * CH E C K T O T A L : 1 , 4 7 2 . 4 0 5 1 7 8 9 3 A T T L O N G A T & T L O N G D I S T A N C E 8 2 8 9 3 2 1 3 6 - 8 - 0 5 1 4 0 6 / 0 1 / 1 4 0 1 M A Y L O N G D I S T A N C E 0 1 - 2 1 0 - 5 4 - 0 0 - 5 4 4 0 0 . 3 1 Page 5 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 9 3 A T T L O N G A T & T L O N G D I S T A N C E 8 2 8 9 3 2 1 3 6 - 8 - 0 5 1 4 0 6 / 0 1 / 1 4 0 2 M A Y L O N G D I S T A N C E 8 2 - 8 2 0 - 5 4 - 0 0 - 5 4 4 0 1 8 6 . 3 2 IN V O I C E T O T A L : 1 8 6 . 6 3 * CH E C K T O T A L : 1 8 6 . 6 3 5 1 7 8 9 4 B A T T E R Y S B A T T E R Y S E R V I C E C O R P O R A T I O N 2 4 7 7 4 0 0 6 / 1 3 / 1 4 0 1 B A T T E R Y 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 2 8 8 7 . 5 0 IN V O I C E T O T A L : 8 7 . 5 0 * CH E C K T O T A L : 8 7 . 5 0 5 1 7 8 9 5 B P A M O C O B P A M O C O O I L C O M P A N Y 4 1 5 8 7 0 6 4 - P D 0 6 / 2 4 / 1 4 0 1 M A Y 2 0 1 4 G A S O L I N E 0 1 - 2 1 0 - 5 6 - 0 0 - 5 6 9 5 2 9 9 . 7 1 IN V O I C E T O T A L : 2 9 9 . 7 1 * CH E C K T O T A L : 2 9 9 . 7 1 5 1 7 8 9 6 C A M B R I A C A M B R I A S A L E S C O M P A N Y I N C . 3 5 1 2 1 0 6 / 0 9 / 1 4 0 1 P A P E R T O W E L 5 2 - 5 2 0 - 5 6 - 0 0 - 5 6 2 0 5 5 . 5 0 IN V O I C E T O T A L : 5 5 . 5 0 * 3 5 1 2 5 0 6 / 1 0 / 1 4 0 1 S O A P , D E O D O R I Z E R , P A P E R T O W E L , 0 1 - 1 1 0 - 5 6 - 0 0 - 5 6 1 0 2 0 9 . 2 7 0 2 T O I L E T T I S S U E * * C O M M E N T * * IN V O I C E T O T A L : 2 0 9 . 2 7 * CH E C K T O T A L : 2 6 4 . 7 7 5 1 7 8 9 7 C A P E R S C A P E R S L L C 1 4 - 1 3 5 6 0 6 / 1 3 / 1 4 0 1 C A P E R S A D J U D I C A T I O N A N N U A L 0 1 - 2 1 0 - 5 4 - 0 0 - 5 4 6 2 5 , 0 0 0 . 0 0 0 2 M A I N T E N A N C E F E E * * C O M M E N T * * IN V O I C E T O T A L : 5 , 0 0 0 . 0 0 * CH E C K T O T A L : 5 , 0 0 0 . 0 0 Page 6 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 9 8 C A R G I L L C A R G I L L , I N C 2 9 0 1 7 5 4 7 4 1 0 6 / 0 5 / 1 4 0 1 B U L K R O C K S A L T 5 1 - 5 1 0 - 5 6 - 0 0 - 5 6 3 8 2 , 6 9 9 . 5 6 IN V O I C E T O T A L : 2 , 6 9 9 . 5 6 * CH E C K T O T A L : 2 , 6 9 9 . 5 6 5 1 7 8 9 9 C O M E D C O M M O N W E A L T H E D I S O N 1 4 0 7 1 2 5 0 4 5 - 0 5 1 4 0 6 / 0 6 / 1 4 0 1 0 5 / 0 6 - 0 6 / 0 4 F O X H I L L L I F T 5 2 - 5 2 0 - 5 4 - 0 0 - 5 4 8 0 7 1 . 9 1 IN V O I C E T O T A L : 7 1 . 9 1 * 2 0 1 9 0 9 9 0 4 4 - 0 5 1 4 0 6 / 0 6 / 1 4 0 1 0 4 / 1 6 - 0 5 / 1 5 4 6 0 0 B R I D G E W E L L 5 1 - 5 1 0 - 5 4 - 0 0 - 5 4 8 0 4 8 . 8 2 IN V O I C E T O T A L : 4 8 . 8 2 * 7 0 9 0 0 3 9 0 0 5 - 0 5 1 4 0 6 / 1 0 / 1 4 0 1 0 5 / 0 9 - 0 6 / 1 0 R T . 3 4 & C A N N O N B A L L 0 1 - 4 1 0 - 5 4 - 0 0 - 5 4 8 0 1 9 . 1 5 0 2 L I G H T * * C O M M E N T * * IN V O I C E T O T A L : 1 9 . 1 5 * CH E C K T O T A L : 1 3 9 . 8 8 5 1 7 9 0 0 C O N S T E L L C O N S T E L L A T I O N N E W E N E R G Y 0 0 1 5 3 6 9 4 8 2 0 6 / 0 5 / 1 4 0 1 0 5 / 0 5 - 0 6 / 0 2 1 W E S T A L L E Y 5 1 - 5 1 0 - 5 4 - 0 0 - 5 4 8 0 7 7 5 . 1 8 IN V O I C E T O T A L : 7 7 5 . 1 8 * 0 0 1 5 3 6 9 4 8 9 0 6 / 0 5 / 1 4 0 1 0 5 / 0 1 - 0 6 / 0 2 6 1 0 T O W E R L A N E 5 1 - 5 1 0 - 5 4 - 0 0 - 5 4 8 0 6 , 6 2 7 . 2 4 IN V O I C E T O T A L : 6 , 6 2 7 . 2 4 * CH E C K T O T A L : 7 , 4 0 2 . 4 2 5 1 7 9 0 1 D E K A N E D E K A N E E Q U I P M E N T C O R P . 0 1 8 5 2 2 0 6 / 1 7 / 1 4 0 1 U S E D F I N I S H M O W E R 2 5 - 2 1 5 - 6 0 - 0 0 - 6 0 6 0 4 , 1 2 5 . 0 0 0 2 U S E D F I N I S H M O W E R 2 5 - 2 2 5 - 6 0 - 0 0 - 6 0 6 0 4 , 1 2 5 . 0 0 IN V O I C E T O T A L : 8 , 2 5 0 . 0 0 * CH E C K T O T A L : 8 , 2 5 0 . 0 0 Page 7 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 0 2 E R I C K S O N E R I C K S O N C O N S T R U C T I O N 0 6 0 3 1 4 0 6 / 0 3 / 1 4 0 1 1 1 M A Y 2 0 1 4 I N S P E C T I O N S 0 1 - 2 2 0 - 5 4 - 0 0 - 5 4 5 9 4 4 0 . 0 0 IN V O I C E T O T A L : 4 4 0 . 0 0 * CH E C K T O T A L : 4 4 0 . 0 0 5 1 7 9 0 3 E Y E M E D F I D E L I T Y S E C U R I T Y L I F E I N S . 8 1 9 9 0 1 4 0 6 / 2 7 / 1 4 0 1 J U L Y 2 0 1 4 V I S I O N I N S . 0 1 - 1 1 0 - 5 2 - 0 0 - 5 2 2 4 4 9 . 1 9 0 2 J U L Y 2 0 1 4 V I S I O N I N S . 0 1 - 1 1 0 - 5 2 - 0 0 - 5 2 3 8 4 5 . 0 6 0 3 J U L Y 2 0 1 4 V I S I O N I N S . 0 1 - 1 2 0 - 5 2 - 0 0 - 5 2 2 4 4 0 . 4 7 0 4 J U L Y 2 0 1 4 V I S I O N I N S . 0 1 - 2 1 0 - 5 2 - 0 0 - 5 2 2 4 3 5 0 . 1 2 0 5 J U L Y 2 0 1 4 V I S I O N I N S . 0 1 - 2 2 0 - 5 2 - 0 0 - 5 2 2 4 4 5 . 0 6 0 6 J U L Y 2 0 1 4 V I S I O N I N S . 0 1 - 4 1 0 - 5 2 - 0 0 - 5 2 2 4 6 1 . 6 1 0 7 J U L Y 2 0 1 4 V I S I O N I N S . 0 1 - 6 4 0 - 5 2 - 0 0 - 5 2 4 2 4 8 . 1 9 0 8 J U L Y 2 0 1 4 V I S I O N I N S . 7 9 - 7 9 0 - 5 2 - 0 0 - 5 2 2 4 7 9 . 0 3 0 9 J U L Y 2 0 1 4 V I S I O N I N S . 7 9 - 7 9 5 - 5 2 - 0 0 - 5 2 2 4 4 2 . 4 1 1 0 J U L Y 2 0 1 4 V I S I O N I N S . 5 1 - 5 1 0 - 5 2 - 0 0 - 5 2 2 4 6 4 . 9 2 1 1 J U L Y 2 0 1 4 V I S I O N I N S . 5 2 - 5 2 0 - 5 2 - 0 0 - 5 2 2 4 2 9 . 8 5 1 2 J U L Y 2 0 1 4 V I S I O N I N S . 5 2 - 5 2 0 - 5 2 - 0 0 - 5 2 2 4 5 3 . 6 0 IN V O I C E T O T A L : 9 0 9 . 5 1 * CH E C K T O T A L : 9 0 9 . 5 1 5 1 7 9 0 4 F A S T E N A L F A S T E N A L C O M P A N Y I L O S W 1 7 7 4 6 0 6 / 0 2 / 1 4 0 1 H A M M E R S 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 2 0 7 8 . 5 2 IN V O I C E T O T A L : 7 8 . 5 2 * CH E C K T O T A L : 7 8 . 5 2 5 1 7 9 0 5 F I R S T F I R S T P L A C E R E N T A L 2 5 0 0 6 1 - 1 0 6 / 1 1 / 1 4 0 1 M A R K I N G P A I N T , S T A K E S 5 1 - 5 1 0 - 5 6 - 0 0 - 5 6 6 5 3 1 5 . 4 4 IN V O I C E T O T A L : 3 1 5 . 4 4 * CH E C K T O T A L : 3 1 5 . 4 4 Page 8 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 0 6 F R E C O S Y S F O X R I V E R E C O S Y S T E M 0 6 0 6 1 4 - D U E S 0 6 / 1 6 / 1 4 0 1 0 7 / 2 0 1 4 - 0 6 / 2 0 1 5 D U E R E N E W A L 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 6 0 1 0 0 . 0 0 IN V O I C E T O T A L : 1 0 0 . 0 0 * CH E C K T O T A L : 1 0 0 . 0 0 5 1 7 9 0 7 G A L L S G A L L ' S I N C . 0 0 2 0 5 7 1 2 4 0 6 / 0 9 / 1 4 0 1 S H O E S 0 1 - 2 1 0 - 5 6 - 0 0 - 5 6 0 0 9 9 . 9 5 IN V O I C E T O T A L : 9 9 . 9 5 * CH E C K T O T A L : 9 9 . 9 5 5 1 7 9 0 8 G L A T F E L T G L A T F E L T E R P U B L I C P R A C T I C E 1 9 5 5 5 3 1 0 4 - 7 1 1 / 2 1 / 1 3 0 1 L I A B I L I T Y I N S . P O L I C Y I N S T A L L # 7 0 1 - 6 4 0 - 5 2 - 0 0 - 5 2 3 1 6 , 4 7 5 . 0 6 0 2 P A R K / R E C L I A B I L I T Y I N S . P O L I C Y 0 1 - 6 4 0 - 5 2 - 0 0 - 5 2 3 1 1 , 3 7 3 . 1 0 0 3 I N S T A L L # 7 * * C O M M E N T * * 0 4 L I A B I L I T Y I N S . P O L I C Y I N S T A L L # 7 5 1 - 5 1 0 - 5 2 - 0 0 - 5 2 3 1 7 1 1 . 8 7 0 5 L I A B I L I T Y I N S . P O L I C Y I N S T A L L # 7 5 2 - 5 2 0 - 5 2 - 0 0 - 5 2 3 1 3 8 4 . 7 8 0 6 L I A B I L I T Y I N S . P O L I C Y I N S T A L L # 7 8 2 - 8 2 0 - 5 2 - 0 0 - 5 2 3 1 8 0 9 . 1 9 IN V O I C E T O T A L : 9 , 7 5 4 . 0 0 * CH E C K T O T A L : 9 , 7 5 4 . 0 0 5 1 7 9 0 9 G R O U N D G R O U N D E F F E C T S I N C . 2 9 6 4 9 6 0 6 / 0 5 / 1 4 0 1 S A N D 7 2 - 7 2 0 - 6 0 - 0 0 - 6 0 4 4 3 0 . 2 5 IN V O I C E T O T A L : 3 0 . 2 5 * 2 9 7 4 4 3 0 6 / 1 2 / 1 4 0 1 Q U A R R Y W A L L , Q U A R R Y C O R N 7 2 - 7 2 0 - 6 0 - 0 0 - 6 0 4 4 1 , 0 1 5 . 8 5 IN V O I C E T O T A L : 1 , 0 1 5 . 8 5 * 2 9 7 5 2 8 0 6 / 1 3 / 1 4 0 1 L E D G E S T O N E 7 2 - 7 2 0 - 6 0 - 0 0 - 6 0 4 4 5 0 6 . 7 2 IN V O I C E T O T A L : 5 0 6 . 7 2 * Page 9 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 0 9 G R O U N D G R O U N D E F F E C T S I N C . 2 9 7 5 2 9 0 6 / 1 3 / 1 4 0 1 L E D G E S T O N E 7 2 - 7 2 0 - 6 0 - 0 0 - 6 0 4 4 1 4 6 . 8 6 IN V O I C E T O T A L : 1 4 6 . 8 6 * CH E C K T O T A L : 1 , 6 9 9 . 6 8 5 1 7 9 1 0 G U A R D E N T G U A R D I A N 0 6 2 3 1 4 - D E N T A L 0 6 / 2 3 / 1 4 0 1 J U L Y 2 0 1 4 D E N T A L I N S . 0 1 - 1 1 0 - 5 2 - 0 0 - 5 2 2 3 4 6 9 . 4 0 0 2 J U L Y 2 0 1 4 D E N T A L I N S . 0 1 - 1 1 0 - 5 2 - 0 0 - 5 2 3 7 4 3 3 . 7 6 0 3 J U L Y 2 0 1 4 D E N T A L I N S . 0 1 - 1 2 0 - 5 2 - 0 0 - 5 2 2 3 3 9 8 . 1 9 0 4 J U L Y 2 0 1 4 D E N T A L I N S . 0 1 - 2 1 0 - 5 2 - 0 0 - 5 2 2 3 3 , 3 7 8 . 8 4 0 5 J U L Y 2 0 1 4 D E N T A L I N S . 0 1 - 2 2 0 - 5 2 - 0 0 - 5 2 2 3 4 3 3 . 7 6 0 6 J U L Y 2 0 1 4 D E N T A L I N S . 0 1 - 4 1 0 - 5 2 - 0 0 - 5 2 2 3 5 9 8 . 8 5 0 7 J U L Y 2 0 1 4 D E N T A L I N S . 0 1 - 6 4 0 - 5 2 - 0 0 - 5 2 4 1 3 9 1 . 6 2 0 8 J U L Y 2 0 1 4 D E N T A L I N S . 7 9 - 7 9 0 - 5 2 - 0 0 - 5 2 2 3 7 5 2 . 5 0 0 9 J U L Y 2 0 1 4 D E N T A L I N S . 7 9 - 7 9 5 - 5 2 - 0 0 - 5 2 2 3 3 6 4 . 0 8 1 0 J U L Y 2 0 1 4 D E N T A L I N S . 5 1 - 5 1 0 - 5 2 - 0 0 - 5 2 2 3 5 8 2 . 6 7 1 1 J U L Y 2 0 1 4 D E N T A L I N S . 5 2 - 5 2 0 - 5 2 - 0 0 - 5 2 2 3 2 7 1 . 8 7 1 2 J U L Y 2 0 1 4 D E N T A L I N S . 8 2 - 8 2 0 - 5 2 - 0 0 - 5 2 2 3 3 6 7 . 7 4 IN V O I C E T O T A L : 8 , 4 4 3 . 2 8 * 0 6 2 3 1 4 - L I F E 0 6 / 2 3 / 1 4 0 1 J U L Y 2 0 1 4 L I F E I N S . 0 1 - 1 1 0 - 5 2 - 0 0 - 5 2 2 2 5 8 . 5 2 0 2 J U L Y 2 0 1 4 L I F E I N S . 0 1 - 1 1 0 - 5 2 - 0 0 - 5 2 3 6 5 3 . 1 5 0 3 J U L Y 2 0 1 4 L I F E I N S . 0 1 - 1 2 0 - 5 2 - 0 0 - 5 2 2 2 2 7 . 6 9 0 4 J U L Y 2 0 1 4 L I F E I N S . 0 1 - 2 1 0 - 5 2 - 0 0 - 5 2 2 2 5 2 7 . 2 2 0 5 J U L Y 2 0 1 4 L I F E I N S . 0 1 - 2 2 0 - 5 2 - 0 0 - 5 2 2 2 3 6 . 9 2 0 6 J U L Y 2 0 1 4 L I F E I N S . 0 1 - 4 1 0 - 5 2 - 0 0 - 5 2 2 2 1 0 4 . 6 0 0 7 J U L Y 2 0 1 4 L I F E I N S . 7 9 - 7 9 0 - 5 2 - 0 0 - 5 2 2 2 1 0 5 . 2 9 0 8 J U L Y 2 0 1 4 L I F E I N S . 7 9 - 7 9 5 - 5 2 - 0 0 - 5 2 2 2 6 6 . 6 2 0 9 J U L Y 2 0 1 4 L I F E I N S . 5 1 - 5 1 0 - 5 2 - 0 0 - 5 2 2 2 7 0 . 9 3 1 0 J U L Y 2 0 1 4 L I F E I N S . 5 2 - 5 2 0 - 5 2 - 0 0 - 5 2 2 2 2 8 . 5 4 1 1 J U L Y 2 0 1 4 L I F E I N S . 8 2 - 8 2 0 - 5 2 - 0 0 - 5 2 2 2 7 2 . 7 8 IN V O I C E T O T A L : 1 , 1 5 2 . 2 6 * CH E C K T O T A L : 9 , 5 9 5 . 5 4 Page 10 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 1 1 I L T R E A S U S T A T E O F I L L I N O I S T R E A S U R E R 2 3 0 7 / 0 1 / 1 4 0 1 R T . 4 7 E X P A N S I O N P Y M T # 2 3 1 5 - 1 5 5 - 6 0 - 0 0 - 6 0 7 9 6 , 1 4 8 . 9 0 0 2 R T . 4 7 E X P A N S I O N P Y M T # 2 3 5 1 - 5 1 0 - 6 0 - 0 0 - 6 0 7 9 1 6 , 4 6 2 . 0 0 0 3 R T . 4 7 E X P A N S I O N P Y M T # 2 3 5 2 - 5 2 0 - 6 0 - 0 0 - 6 0 7 9 4 , 9 1 7 . 9 3 0 4 R T . 4 7 E X P A N S I O N P Y M T # 2 3 8 8 - 8 8 0 - 6 0 - 0 0 - 6 0 7 9 6 1 8 . 3 6 IN V O I C E T O T A L : 2 8 , 1 4 7 . 1 9 * CH E C K T O T A L : 2 8 , 1 4 7 . 1 9 5 1 7 9 1 2 I P R F I L L I N O I S P U B L I C R I S K F U N D 0 6 1 2 1 4 0 6 / 1 2 / 1 4 0 1 R E F U N D O V E R P A Y M E N T F O R 0 1 - 0 0 0 - 4 6 - 0 0 - 4 6 8 0 1 1 0 . 5 0 0 2 W O R K E R S C O M P . I N S * * C O M M E N T * * IN V O I C E T O T A L : 1 1 0 . 5 0 * CH E C K T O T A L : 1 1 0 . 5 0 5 1 7 9 1 3 I P R F I L L I N O I S P U B L I C R I S K F U N D 1 9 9 0 9 0 6 / 1 2 / 1 4 0 1 A U G U S T 2 0 1 4 W O R K E R S C O M P . I N S 0 1 - 6 4 0 - 5 2 - 0 0 - 5 2 3 1 7 , 8 1 9 . 3 3 0 2 P A R K / R E C A U G U S T 2 0 1 4 W O R K E R S 0 1 - 6 4 0 - 5 2 - 0 0 - 5 2 3 1 1 , 6 5 8 . 1 6 0 3 C O M P . I N S * * C O M M E N T * * 0 4 A U G U S T 2 0 1 4 W O R K E R S C O M P . I N S 5 1 - 5 1 0 - 5 2 - 0 0 - 5 2 3 1 8 5 9 . 6 6 0 5 A U G U S T 2 0 1 4 W O R K E R S C O M P . I N S 5 2 - 5 2 0 - 5 2 - 0 0 - 5 2 3 1 4 6 4 . 6 6 0 6 A U G U S T 2 0 1 4 W O R K E R S C O M P . I N S 8 2 - 8 2 0 - 5 2 - 0 0 - 5 2 3 1 9 7 7 . 1 9 IN V O I C E T O T A L : 1 1 , 7 7 9 . 0 0 * CH E C K T O T A L : 1 1 , 7 7 9 . 0 0 5 1 7 9 1 4 I T R O N I T R O N 3 3 5 1 3 9 0 6 / 1 1 / 1 4 0 1 H O S T I N G S E R V I C E S 5 1 - 5 1 0 - 5 4 - 0 0 - 5 4 6 2 4 9 3 . 4 6 IN V O I C E T O T A L : 4 9 3 . 4 6 * CH E C K T O T A L : 4 9 3 . 4 6 Page 11 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 1 5 J A Y M H E A P J A Y M . H E A P & A S S O C I A T E S , L T D 0 6 1 3 1 4 0 6 / 1 3 / 1 4 0 1 R O A D I M P R O V E M E N T P R O J E C T 2 3 - 2 3 0 - 6 0 - 0 0 - 6 0 7 3 1 0 , 0 0 0 . 0 0 IN V O I C E T O T A L : 1 0 , 0 0 0 . 0 0 * CH E C K T O T A L : 1 0 , 0 0 0 . 0 0 5 1 7 9 1 6 J C M J C M U N I F O R M S , I N C . 6 9 3 6 4 2 0 6 / 2 0 / 1 4 0 1 P A N T S 0 1 - 2 1 0 - 5 6 - 0 0 - 5 6 0 0 3 1 9 . 8 0 IN V O I C E T O T A L : 3 1 9 . 8 0 * CH E C K T O T A L : 3 1 9 . 8 0 5 1 7 9 1 7 K C R E C O R D K E N D A L L C O U N T Y R E C O R D 3 3 2 4 1 0 5 / 0 1 / 1 4 0 1 A N N U A L W E E D N O T I C E S 0 1 - 2 2 0 - 5 4 - 0 0 - 5 4 2 6 7 1 . 2 0 0 2 D O U B L E D R U M R O L L E R R F P 0 1 - 4 1 0 - 5 4 - 0 0 - 5 4 6 2 1 4 3 . 2 0 IN V O I C E T O T A L : 2 1 4 . 4 0 * 3 3 4 8 9 0 5 / 0 8 / 1 4 0 1 1 7 0 0 C A N N O N B A L L P U B L I C H E A R I N G 9 0 - 0 5 7 - 5 7 - 0 0 - 0 0 1 1 6 4 . 4 0 IN V O I C E T O T A L : 6 4 . 4 0 * 3 4 2 3 5 0 5 / 2 9 / 1 4 0 1 B I N A N O T I C E 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 2 6 2 0 . 8 0 0 2 N O T I C E O F I N T E N T T O I S S U E B O N D 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 2 6 5 4 . 4 0 IN V O I C E T O T A L : 7 5 . 2 0 * CH E C K T O T A L : 3 5 4 . 0 0 5 1 7 9 1 8 K E N D C P A K E N D A L L C O U N T Y C H I E F S O F 6 9 0 6 / 2 4 / 1 4 0 1 J U N E 2 0 1 4 M O N T H L Y M E E T I N G F O R 0 1 - 2 1 0 - 5 4 - 0 0 - 5 4 6 0 9 0 . 0 0 0 2 6 P E O P L E * * C O M M E N T * * IN V O I C E T O T A L : 9 0 . 0 0 * CH E C K T O T A L : 9 0 . 0 0 Page 12 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 1 9 K E N D C R O S K E N D A L L C R O S S I N G , L L C F E B - A P R 2 0 1 4 R E B A T E 0 7 / 0 1 / 1 4 0 1 N C G T H E A T R E C O U N T R Y S I D E 8 7 - 0 0 0 - 2 4 - 0 0 - 2 4 8 8 2 , 0 4 3 . 3 9 0 2 B U S . T A X R E B A T E - F E B - A P R 2 0 1 4 * * C O M M E N T * * IN V O I C E T O T A L : 2 , 0 4 3 . 3 9 * CH E C K T O T A L : 2 , 0 4 3 . 3 9 5 1 7 9 2 0 K E N D C R O S K E N D A L L C R O S S I N G , L L C M A Y 2 0 1 4 - R E B A T E 0 6 / 1 7 / 1 4 0 1 M A Y 2 0 1 4 N C G T H E A T E R A M U S E M E N T 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 3 9 3 , 9 1 7 . 6 2 0 2 T A X R E B A T E * * C O M M E N T * * IN V O I C E T O T A L : 3 , 9 1 7 . 6 2 * CH E C K T O T A L : 3 , 9 1 7 . 6 2 5 1 7 9 2 1 K E N P R I N T A N N E T T E M . P O W E L L 1 2 7 1 0 6 / 1 7 / 1 4 0 1 E N V E L O P E S 0 1 - 2 1 0 - 5 6 - 0 0 - 5 6 1 0 9 1 . 0 0 IN V O I C E T O T A L : 9 1 . 0 0 * CH E C K T O T A L : 9 1 . 0 0 5 1 7 9 2 2 L A N E M U C H L A N E R , M U C H I N , D O M B R O W , B E C K E R 4 4 4 0 8 7 0 6 / 0 1 / 1 4 0 1 U N I O N C O N T R A C T M A T T E R S 0 1 - 6 4 0 - 5 4 - 0 0 - 5 4 6 3 4 9 5 . 0 0 IN V O I C E T O T A L : 4 9 5 . 0 0 * CH E C K T O T A L : 4 9 5 . 0 0 5 1 7 9 2 3 M C C U E M C C U E B U I L D E R S , I N C . 1 1 0 2 C A R L Y D R 0 6 / 2 3 / 1 4 0 1 R E F U N D S E C U R I T Y G U A R A N T E E 0 1 - 0 0 0 - 2 4 - 0 0 - 2 4 1 5 2 , 1 0 0 . 0 0 IN V O I C E T O T A L : 2 , 1 0 0 . 0 0 * 1 3 6 2 S P R I N G 0 6 / 2 3 / 1 4 0 1 R E F U N D S E C U R I T Y G U A R A N T E E 0 1 - 0 0 0 - 2 4 - 0 0 - 2 4 1 5 1 , 5 0 0 . 0 0 IN V O I C E T O T A L : 1 , 5 0 0 . 0 0 * CH E C K T O T A L : 3 , 6 0 0 . 0 0 Page 13 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 2 4 M E A D E M E A D E E L E C T R I C C O M P A N Y , I N C . 6 6 5 0 7 5 0 5 / 3 0 / 1 4 0 1 R E P L A C E D C A B L E F R O M T R A F F I C 0 1 - 4 1 0 - 5 4 - 0 0 - 5 4 3 5 5 , 2 4 1 . 3 3 0 2 S I G N A L H E A D T O C O N T R O L B O X * * C O M M E N T * * IN V O I C E T O T A L : 5 , 2 4 1 . 3 3 * CH E C K T O T A L : 5 , 2 4 1 . 3 3 5 1 7 9 2 5 M E N L A N D M E N A R D S - Y O R K V I L L E 7 3 9 4 4 0 6 / 1 3 / 1 4 0 1 E L E C T R I C A L T A P E , B A T T E R I E S 5 1 - 5 1 0 - 5 6 - 0 0 - 5 6 6 5 1 9 . 8 1 IN V O I C E T O T A L : 1 9 . 8 1 * 7 4 2 6 7 0 6 / 1 6 / 1 4 0 1 T W I S P O L Y P R O 5 2 - 5 2 0 - 5 6 - 0 0 - 5 6 2 0 5 . 9 9 IN V O I C E T O T A L : 5 . 9 9 * CH E C K T O T A L : 2 5 . 8 0 5 1 7 9 2 6 N E E C O R P N E E - C O R P C O R - 2 6 0 0 6 / 1 8 / 1 4 0 1 R E D U C E D P R E S S U R E B A C K F L O W 7 9 - 7 9 0 - 5 4 - 0 0 - 5 4 9 5 1 5 0 . 0 0 0 2 P R E V E N T E R S * * C O M M E N T * * 0 3 R E D U C E D P R E S S U R E B A C K F L O W 5 1 - 5 1 0 - 5 6 - 0 0 - 5 6 4 0 6 0 0 . 0 0 0 4 P R E V E N T E R S * * C O M M E N T * * IN V O I C E T O T A L : 7 5 0 . 0 0 * CH E C K T O T A L : 7 5 0 . 0 0 5 1 7 9 2 7 N I C O R N I C O R G A S 1 5 - 4 1 - 5 0 - 1 0 0 0 6 - 0 5 1 4 0 6 / 1 6 / 1 4 0 1 0 5 / 0 9 - 0 6 / 0 9 8 0 4 G A M E F A R M R D 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 8 0 3 2 2 . 6 9 IN V O I C E T O T A L : 3 2 2 . 6 9 * 2 0 - 5 2 - 5 6 - 2 0 4 2 1 - 0 5 1 4 0 6 / 1 0 / 1 4 0 1 0 5 / 0 8 - 0 6 / 1 0 4 2 0 F A I R H A V E N 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 8 0 7 7 . 7 1 IN V O I C E T O T A L : 7 7 . 7 1 * 6 1 - 6 0 - 4 1 - 1 0 0 0 9 - 0 5 1 4 0 6 / 1 3 / 1 4 0 1 0 4 / 1 0 - 0 6 / 1 2 6 1 0 T O W E R L A N E 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 8 0 1 , 3 4 9 . 8 6 IN V O I C E T O T A L : 1 , 3 4 9 . 8 6 * Page 14 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 2 7 N I C O R N I C O R G A S 6 2 - 3 7 - 8 6 - 4 7 7 9 6 - 0 5 1 4 0 6 / 1 0 / 1 4 0 1 0 5 / 0 8 - 0 6 / 1 0 1 8 5 W O L F S T R E E T 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 8 0 4 3 . 9 6 IN V O I C E T O T A L : 4 3 . 9 6 * 6 6 - 7 0 - 4 4 - 6 9 4 2 9 - 0 5 1 4 0 6 / 1 0 / 1 4 0 1 0 5 / 0 8 - 0 6 / 1 0 1 0 0 R A I N T R E E R D 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 8 0 8 6 . 7 5 IN V O I C E T O T A L : 8 6 . 7 5 * 8 3 - 8 0 - 0 0 - 1 0 0 0 7 - 0 5 1 4 0 6 / 1 3 / 1 4 0 1 0 4 / 1 0 - 0 6 / 1 2 6 1 0 T O W E R L N - B 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 8 0 2 5 6 . 0 1 IN V O I C E T O T A L : 2 5 6 . 0 1 * CH E C K T O T A L : 2 , 1 3 6 . 9 8 5 1 7 9 2 8 O F F W O R K O F F I C E W O R K S 2 3 4 1 4 7 0 6 / 0 3 / 1 4 0 1 P A P E R 0 1 - 2 2 0 - 5 6 - 0 0 - 5 6 1 0 3 7 . 7 8 IN V O I C E T O T A L : 3 7 . 7 8 * CH E C K T O T A L : 3 7 . 7 8 5 1 7 9 2 9 O M A L L E Y O ' M A L L E Y W E L D I N G & F A B R I C A T I N G 1 6 0 3 0 0 6 / 1 7 / 1 4 0 1 M O D I F I E D R E C E I V E R F O R D R A W B A R 0 1 - 4 1 0 - 5 4 - 0 0 - 5 4 9 0 9 5 . 0 0 IN V O I C E T O T A L : 9 5 . 0 0 * CH E C K T O T A L : 9 5 . 0 0 5 1 7 9 3 0 P R O V I S I O P R O - V I S I O N I N C . 2 6 3 5 2 3 0 6 / 1 1 / 1 4 0 1 B A S E K I T W / Z O O M C A M E R A , 0 1 - 2 1 0 - 5 6 - 0 0 - 5 6 2 0 2 , 6 3 7 . 8 5 0 2 R E A R V I E W M O N I T O R K I T , A N T E N N A , * * C O M M E N T * * 0 3 C A R D R E A D E R * * C O M M E N T * * IN V O I C E T O T A L : 2 , 6 3 7 . 8 5 * CH E C K T O T A L : 2 , 6 3 7 . 8 5 5 1 7 9 3 1 R 0 0 0 0 5 9 4 B R I A N B E T Z W I S E R Page 15 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 3 1 R 0 0 0 0 5 9 4 B R I A N B E T Z W I S E R 0 7 0 1 1 4 - 6 8 0 7 / 0 1 / 1 4 0 1 1 8 5 W O L F S T - P Y M T # 6 8 2 5 - 2 1 5 - 9 2 - 0 0 - 8 0 0 0 2 , 7 8 1 . 7 5 0 2 1 8 5 W O L F S T - P Y M T # 6 8 2 5 - 2 1 5 - 9 2 - 0 0 - 8 0 5 0 3 , 1 1 9 . 5 5 0 3 1 8 5 W O L F S T - P Y M T # 6 8 2 5 - 2 2 5 - 9 2 - 0 0 - 8 0 0 0 8 7 . 1 5 0 4 1 8 5 W O L F S T - P Y M T # 6 8 2 5 - 2 2 5 - 9 2 - 0 0 - 8 0 5 0 9 7 . 7 4 IN V O I C E T O T A L : 6 , 0 8 6 . 1 9 * CH E C K T O T A L : 6 , 0 8 6 . 1 9 5 1 7 9 3 2 R 0 0 0 0 6 7 6 M A R I A L O P E Z 0 6 1 4 1 4 0 6 / 1 7 / 1 4 0 1 B E E C H E R D E P O S I T R E F U N D 0 1 - 0 0 0 - 2 4 - 0 0 - 2 4 1 0 5 0 . 0 0 IN V O I C E T O T A L : 5 0 . 0 0 * CH E C K T O T A L : 5 0 . 0 0 5 1 7 9 3 3 R 0 0 0 1 3 3 9 P A T R I C I A E . A C E V E D O 0 6 2 4 1 4 - L I Q 0 6 / 2 4 / 1 4 0 1 R E F U N D L I Q U O R L I C E N S E F E E 0 1 - 0 0 0 - 4 2 - 0 0 - 4 2 0 0 5 0 0 . 0 0 IN V O I C E T O T A L : 5 0 0 . 0 0 * CH E C K T O T A L : 5 0 0 . 0 0 5 1 7 9 3 4 R A D A R M A N C I N D Y G R I S W O L D 2 3 2 7 0 6 / 2 0 / 1 4 0 1 R E P A I R E D R E C E I V E C I R C U I T R Y 0 1 - 2 1 0 - 5 4 - 0 0 - 5 4 9 5 9 8 . 4 2 IN V O I C E T O T A L : 9 8 . 4 2 * CH E C K T O T A L : 9 8 . 4 2 5 1 7 9 3 5 R Y L A N D R Y L A N D H O M E S 2 7 8 W I N D E T T R I D G E 0 6 / 1 8 / 1 4 0 1 S E C U R I T Y G U A R A N T E E R E F U N D 0 1 - 0 0 0 - 2 4 - 0 0 - 2 4 1 5 5 , 0 0 0 . 0 0 IN V O I C E T O T A L : 5 , 0 0 0 . 0 0 * CH E C K T O T A L : 5 , 0 0 0 . 0 0 Page 16 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 3 6 S C H O N S T E S C H O N S T E D T I N S T R U M E N T C O M P A N Y 1 2 1 6 9 7 0 6 / 1 9 / 1 4 0 1 5 2 C X R E P A I R 5 1 - 5 1 0 - 5 4 - 0 0 - 5 4 6 2 3 0 3 . 3 5 IN V O I C E T O T A L : 3 0 3 . 3 5 * CH E C K T O T A L : 3 0 3 . 3 5 5 1 7 9 3 7 S E L E C T L P S E L E C T I V E L A B E L & P R I N T I N G I N C 2 7 9 8 4 0 5 / 3 0 / 1 4 0 1 1 0 0 0 N O T I C E O F V I O L A T I O N S I G N S 0 1 - 2 2 0 - 5 6 - 0 0 - 5 6 2 0 8 4 8 . 4 8 IN V O I C E T O T A L : 8 4 8 . 4 8 * CH E C K T O T A L : 8 4 8 . 4 8 5 1 7 9 3 8 S E R V M A S C S E R V I C E M A S T E R C O M M . C L E A N I N G 1 6 8 8 8 1 0 6 / 1 5 / 1 4 0 1 C I T Y O F F I C E M O N T H L Y C L E A N I N G 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 8 8 1 , 2 3 3 . 0 0 IN V O I C E T O T A L : 1 , 2 3 3 . 0 0 * CH E C K T O T A L : 1 , 2 3 3 . 0 0 5 1 7 9 3 9 S H E L L S H E L L O I L C O . 6 5 3 5 6 2 3 0 4 0 6 - P D 0 6 / 1 2 / 1 4 0 1 M A Y 2 0 1 4 G A S O L I N E 0 1 - 2 1 0 - 5 6 - 0 0 - 5 6 9 5 1 7 9 . 8 1 IN V O I C E T O T A L : 1 7 9 . 8 1 * CH E C K T O T A L : 1 7 9 . 8 1 5 1 7 9 4 0 S H R E D I T S H R E D - I T 9 4 0 3 7 7 1 8 1 3 0 6 / 1 2 / 1 4 0 1 O N S I T E S H R E D D I N G 0 1 - 2 1 0 - 5 4 - 0 0 - 5 4 6 2 1 1 6 . 6 3 IN V O I C E T O T A L : 1 1 6 . 6 3 * CH E C K T O T A L : 1 1 6 . 6 3 5 1 7 9 4 1 S L E E Z E R J S L E E Z E R , J O H N Page 17 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 4 1 S L E E Z E R J S L E E Z E R , J O H N 0 6 2 2 1 4 - K O H L S 0 6 / 2 2 / 1 4 0 1 C L O T H I N G R E I M B U R S E M E N T 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 0 0 9 5 . 6 6 IN V O I C E T O T A L : 9 5 . 6 6 * 0 7 0 1 1 4 0 7 / 0 1 / 1 4 0 1 J U N E 2 0 1 4 M O B I L E E M A I L 0 1 - 4 1 0 - 5 4 - 0 0 - 5 4 4 0 4 5 . 0 0 0 2 R E I M B U R S E M E N T * * C O M M E N T * * IN V O I C E T O T A L : 4 5 . 0 0 * CH E C K T O T A L : 1 4 0 . 6 6 5 1 7 9 4 2 S U B U R L A B S U B U R B A N L A B O R A T O R I E S I N C . 1 1 3 1 5 7 0 6 / 1 5 / 1 4 0 1 R O U T I N E C O L I F O R M 5 1 - 5 1 0 - 5 4 - 0 0 - 5 4 2 9 8 0 1 . 5 0 IN V O I C E T O T A L : 8 0 1 . 5 0 * CH E C K T O T A L : 8 0 1 . 5 0 5 1 7 9 4 3 T A P C O T A P C O I 4 5 6 4 4 4 0 6 / 0 9 / 1 4 0 1 S I G N S 1 5 - 1 5 5 - 5 6 - 0 0 - 5 6 1 9 4 3 5 . 0 7 IN V O I C E T O T A L : 4 3 5 . 0 7 * CH E C K T O T A L : 4 3 5 . 0 7 5 1 7 9 4 4 T A R G E T T A R G E T B A N K 0 6 1 0 1 4 0 6 / 1 0 / 1 4 0 1 L Y S O L 0 1 - 1 1 0 - 5 6 - 0 0 - 5 6 1 0 1 . 8 7 IN V O I C E T O T A L : 1 . 8 7 * CH E C K T O T A L : 1 . 8 7 5 1 7 9 4 5 T R I C O U N T T R I - C O U N T Y C O N C R E T E , I N C . 0 6 0 3 1 4 0 6 / 0 3 / 1 4 0 1 V A N E M M O N S T S I D E W A L K R E P A I R 2 3 - 2 3 0 - 6 0 - 0 0 - 6 0 4 1 4 1 6 . 0 0 IN V O I C E T O T A L : 4 1 6 . 0 0 * CH E C K T O T A L : 4 1 6 . 0 0 Page 18 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 4 6 U N I O N H I L U N I O N H I L L S A L E S & S E R V I C E I N C I V 0 9 7 6 8 0 6 / 1 0 / 1 4 0 1 B L A D E , B O L T S 0 1 - 4 1 0 - 5 6 - 0 0 - 5 6 2 8 2 1 5 . 1 6 IN V O I C E T O T A L : 2 1 5 . 1 6 * CH E C K T O T A L : 2 1 5 . 1 6 5 1 7 9 4 7 U P S S T O R E M I C H A E L J . K E N I G 0 6 1 7 1 4 0 6 / 1 7 / 1 4 0 1 1 P K G T O A L L I A N C E T E C H 5 1 - 5 1 0 - 5 4 - 0 0 - 5 4 5 2 1 0 . 9 6 0 2 2 P K G S T O K F O 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 5 2 7 0 . 1 3 0 3 1 P K G T O C A R T H R I D G E R E T U R N 0 1 - 2 1 0 - 5 4 - 0 0 - 5 4 5 2 2 2 . 2 8 0 4 C E N T E R * * C O M M E N T * * IN V O I C E T O T A L : 1 0 3 . 3 7 * CH E C K T O T A L : 1 0 3 . 3 7 5 1 7 9 4 8 V I T O S H C H R I S T I N E M . V I T O S H C M V 1 6 3 3 0 6 / 1 8 / 1 4 0 1 H E A R T L A N D M E A D O W S P U B L I C 9 0 - 0 6 4 - 6 4 - 0 0 - 0 0 1 1 2 5 9 . 2 7 0 2 H E A R I N G * * C O M M E N T * * 0 3 C I T Y C O D E P U B L I C H E A R I N G 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 6 2 2 8 . 8 1 IN V O I C E T O T A L : 2 8 8 . 0 8 * CH E C K T O T A L : 2 8 8 . 0 8 5 1 7 9 4 9 W E R D E R W W A L L Y W E R D E R I C H 0 6 1 3 1 4 0 6 / 1 3 / 1 4 0 1 M A Y 7 & M A Y 2 1 A D M I N H E A R I N G 0 1 - 2 1 0 - 5 4 - 0 0 - 5 4 6 7 3 0 0 . 0 0 IN V O I C E T O T A L : 3 0 0 . 0 0 * CH E C K T O T A L : 3 0 0 . 0 0 5 1 7 9 5 0 W I N D C R E K W I N D I N G C R E E K N U R S E R Y , I N C 1 8 0 4 0 6 0 5 / 2 3 / 1 4 0 1 T R E E 5 1 - 5 1 0 - 5 6 - 0 0 - 5 6 2 0 8 6 . 4 0 IN V O I C E T O T A L : 8 6 . 4 0 * CH E C K T O T A L : 8 6 . 4 0 Page 19 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 8 : 3 5 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 8 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 9 5 1 Y O R K M O W Y O R K V I L L E M O W I N G & L A N D S C A P I N G 2 0 2 0 5 / 0 9 / 1 4 0 1 W E E D E A T I N G & D E B R I S R E M O V A L 1 1 - 1 1 1 - 5 4 - 0 0 - 5 4 9 5 2 8 5 . 6 4 0 2 W E E D E A T I N G & D E B R I S R E M O V A L 1 2 - 1 1 2 - 5 4 - 0 0 - 5 4 9 5 2 7 0 . 0 0 IN V O I C E T O T A L : 5 5 5 . 6 4 * 2 0 8 0 6 / 0 3 / 1 4 0 1 M U L C H I N G A N D P L A N T I N G O N 1 2 - 1 1 2 - 5 4 - 0 0 - 5 4 9 5 1 , 5 9 8 . 0 0 0 2 G R O U N D S * * C O M M E N T * * IN V O I C E T O T A L : 1 , 5 9 8 . 0 0 * CH E C K T O T A L : 2 , 1 5 3 . 6 4 5 1 7 9 5 2 Y O R K S E L F Y O R K V I L L E S E L F S T O R A G E , I N C 0 6 2 3 1 4 - 4 5 0 6 / 2 3 / 1 4 0 1 J U N E 2 0 1 4 S T O R A G E 0 1 - 2 1 0 - 5 4 - 0 0 - 5 4 8 5 7 5 . 0 0 IN V O I C E T O T A L : 7 5 . 0 0 * CH E C K T O T A L : 7 5 . 0 0 5 1 7 9 5 3 Y O U N G M M A R L Y S J . Y O U N G 0 6 0 3 1 4 0 6 / 1 8 / 1 4 0 1 J U N E 3 E D C M E E T I N G M I N U T E S 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 6 2 6 2 . 0 0 IN V O I C E T O T A L : 6 2 . 0 0 * 0 6 1 0 1 4 0 6 / 2 2 / 1 4 0 1 J U N E 1 0 P U B L I C S A F E T Y M E E T I N G 0 1 - 1 1 0 - 5 4 - 0 0 - 5 4 6 2 4 1 . 2 5 0 2 M I N U T E S * * C O M M E N T * * IN V O I C E T O T A L : 4 1 . 2 5 * CH E C K T O T A L : 1 0 3 . 2 5 5 1 7 9 5 4 0 0 0 0 0 0 0 0 T O T A L D E P O S I T 0 7 0 8 1 4 0 7 / 0 8 / 1 4 0 1 T O T A L D I R E C T D E P O S I T S 1 3 5 . 0 0 IN V O I C E T O T A L : 1 3 5 . 0 0 * CH E C K T O T A L : 1 3 5 . 0 0 TO T A L A M O U N T P A I D : 1 4 8 , 7 7 7 . 1 4 Page 20 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 2 0 5    PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 2 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 2 9 : 1 1 D I R E C T D E P O S I T A U D I T R E P O R T ID : A P 6 C 0 0 0 P . C B L D E P O S I T N A C H A F I L E VE N D O R N A M E N U M B E R D E P O S I T A M O U N T D E S C R I P T I O N -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - DA V I D B E H R E N S B E H R D 4 5 . 0 0 JU N E 2 0 1 4 M O B I L E E M A I L R E I M B U R S E M E N T RO B F R E D R I C K S O N F R E D R I C R 4 5 . 0 0 JU N E 2 0 1 4 M O B I L E E M A I L R E I M B U R S E M E N T GA R Y G O L I N S K I G O L I N S K I 4 5 . 0 0 JU N E 2 0 1 4 M O B I L E E M A I L R E I M B U R S E M E N T TO T A L A M O U N T O F D I R E C T D E P O S I T S 1 3 5 . 0 0 To t a l # o f V e n d o r s : 3 Page 21 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 6 / 2 3 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 9 : 4 9 : 0 7 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 6 / 2 3 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 6 8 R 0 0 0 1 3 3 7 J E F F R E Y & M E L A N I E R O T H 2 0 1 4 0 0 0 6 - B U I L D 0 6 / 2 3 / 1 4 0 1 2 3 3 3 O L I V E L N B U I L D P R O G R A M 2 3 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 3 , 7 0 3 . 6 0 0 2 2 3 3 3 O L I V E L N B U I L D P R O G R A M 2 5 - 0 0 0 - 2 4 - 2 0 - 2 4 4 5 6 0 0 . 0 0 0 3 2 3 3 3 O L I V E L N B U I L D P R O G R A M 2 5 - 0 0 0 - 2 4 - 2 1 - 2 4 4 5 1 , 6 0 0 . 0 0 0 4 2 3 3 3 O L I V E L N B U I L D P R O G R A M 2 5 - 0 0 0 - 2 4 - 2 2 - 2 4 4 5 1 0 0 . 0 0 0 5 2 3 3 3 O L I V E L N B U I L D P R O G R A M 4 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 5 0 . 0 0 0 6 2 3 3 3 O L I V E L N B U I L D P R O G R A M 5 1 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 3 , 8 4 0 . 0 0 0 7 2 3 3 3 O L I V E L N B U I L D P R O G R A M 7 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 1 0 6 . 4 0 IN V O I C E T O T A L : 1 0 , 0 0 0 . 0 0 * CH E C K T O T A L : 1 0 , 0 0 0 . 0 0 5 1 7 8 6 9 R 0 0 0 1 3 3 8 R U T I L L O & M A G A L Y T A L I P 2 0 1 4 0 0 2 2 - B U I L D 0 6 / 2 3 / 1 4 0 1 2 2 0 3 O L I V E L N B U I L D P R O G R A M 2 3 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 3 , 5 8 0 . 0 0 0 2 2 2 0 3 O L I V E L N B U I L D P R O G R A M 2 5 - 0 0 0 - 2 4 - 2 0 - 2 4 4 5 6 0 0 . 0 0 0 3 2 2 0 3 O L I V E L N B U I L D P R O G R A M 2 5 - 0 0 0 - 2 4 - 2 1 - 2 4 4 5 1 , 6 0 0 . 0 0 0 4 2 2 0 3 O L I V E L N B U I L D P R O G R A M 2 5 - 0 0 0 - 2 4 - 2 2 - 2 4 4 5 1 0 0 . 0 0 0 5 2 2 0 3 O L I V E L N B U I L D P R O G R A M 4 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 5 0 . 0 0 0 6 2 2 0 3 O L I V E L N B U I L D P R O G R A M 5 1 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 3 , 8 4 0 . 0 0 0 7 2 2 0 3 O L I V E L N B U I L D P R O G R A M 7 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 2 3 0 . 0 0 IN V O I C E T O T A L : 1 0 , 0 0 0 . 0 0 * CH E C K T O T A L : 1 0 , 0 0 0 . 0 0 TO T A L A M O U N T P A I D : 2 0 , 0 0 0 . 0 0 Page 22 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 6 / 3 0 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 0 7 : 4 9 : 4 6 M A N U A L C H E C K R E G I S T E R ID : A P 2 2 5 0 0 0 . C B L CH E C K # V E N D O R # I N V O I C E I T E M C H E C K I N V O I C E # D A T E # D E S C R I P T I O N D A T E A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 1 3 1 0 3 8 K C R K E N D A L L C O U N T Y R E C O R D E R ' S 0 6 / 2 7 / 1 4 1 7 3 5 3 1 0 6 / 2 7 / 1 4 0 1 F I L I N G O F 2 W A T E R L I E N S 5 1 - 5 1 0 - 5 4 - 0 0 - 5 4 4 8 9 8 . 0 0 0 2 R E L E A S E 1 M O W I N G L I E N 2 5 - 2 1 5 - 5 4 - 0 0 - 5 4 4 8 4 9 . 0 0 IN V O I C E T O T A L : 1 4 7 . 0 0 * CH E C K T O T A L : 1 4 7 . 0 0 TO T A L A M O U N T P A I D : 1 4 7 . 0 0 Page 23 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 6 / 3 0 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 1 0 : 4 9 : 5 7 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 6 / 3 0 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 7 0 Y O R K P O S T Y O R K V I L L E P O S T M A S T E R 0 6 3 0 1 4 0 6 / 3 0 / 1 4 0 1 0 6 / 3 0 / 1 4 U T I L I T Y B I L L P O S T A G E 5 1 - 5 1 0 - 5 4 - 0 0 - 5 4 5 2 2 , 2 8 8 . 8 1 IN V O I C E T O T A L : 2 , 2 8 8 . 8 1 * CH E C K T O T A L : 2 , 2 8 8 . 8 1 TO T A L A M O U N T P A I D : 2 , 2 8 8 . 8 1 Page 24 of 28       01 - 1 1 0    AD M I N I S T R A T I O N    12 - 1 1 2    SU N F L O W E R  SS A                                              42 - 4 2 0    DE B T  SE R V I C E          83 - 8 3 0    LI B R A R Y  DEBT SERVICE    01 - 1 2 0    FI N A N C E            15 - 1 5 5    MO T O R  FU E L  TA X  (M F T )        51 - 5 1 0    WA T E R  OP E R A T I O N S        84 - 8 4 0    LI B R A R Y  CAPITAL  01 - 2 1 0    PO L I C E              23 - 2 1 6    MU N I C I P A L  BU I L D I N G          52 - 5 2 0    SE W E R  OP E R A T I O N S          87 - 8 7 0    CO U N T R Y S I D E  TIF  01 - 2 2 0    CO M M U N I T Y  DE V E L O P M E N T      23 - 2 3 0    CI T Y - W I D E  CA P I T A L          72 - 7 2 0    LA N D  CA S H          88 - 8 8 0    DO W N T O W N  TIF  01 - 4 1 0    ST R E E T  OP ER A T I O N S        25 - 20 5   PO L I C E  CA P I T A L          79 - 7 9 0    PA R K S  DE P A R T M E N T          90 - X X X    DE V E L O P E R  ESCROW  01 - 6 4 0    AD M I N S T R A T I V E  SE R V I C E S      25 - 2 1 5    PU B L I C  WO R K S  CA P I T A L      79 - 7 9 5    RE C R E A T I O N  DE P T          95 - X X X    ES C R O W  DEPOSIT  11 - 1 1 1    FO X  HI L L  SS A          25 - 2 2 5    PA R K S  & RE C R E A T I O N  CA P I T A L      82 - 8 2 0    LI B R A R Y  OP E R A T I O N S     DA T E : 0 7 / 0 1 / 1 4 U N I T E D C I T Y O F Y O R K V I L L E TI M E : 1 4 : 5 9 : 3 6 C H E C K R E G I S T E R PR G I D : A P 2 1 5 0 0 0 . W O W CH E C K D A T E : 0 7 / 0 1 / 1 4 CH E C K # V E N D O R # I N V O I C E I N V O I C E I T E M N U M B E R D A T E # D E S C R I P T I O N A C C O U N T # I T E M A M T -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----- 5 1 7 8 7 1 R 0 0 0 1 3 4 2 P H I L E I G E N B O W E R 2 0 1 3 0 5 0 3 - B U I L D 0 6 / 3 0 / 1 4 0 1 1 4 8 9 C O R N E R S T O N E B U I L D P R O G R A M 2 3 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 2 , 3 9 0 . 0 0 0 2 1 4 8 9 C O R N E R S T O N E B U I L D P R O G R A M 4 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 5 0 . 0 0 0 3 1 4 8 9 C O R N E R S T O N E B U I L D P R O G R A M 5 1 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 7 , 1 6 0 . 0 0 0 4 1 4 8 9 C O R N E R S T O N E B U I L D P R O G R A M 5 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 4 0 0 . 0 0 IN V O I C E T O T A L : 1 0 , 0 0 0 . 0 0 * CH E C K T O T A L : 1 0 , 0 0 0 . 0 0 5 1 7 8 7 2 R 0 0 0 1 3 4 3 P A T G U N N E R S O N 2 0 1 4 0 0 4 5 - B U I L D 0 6 / 3 0 / 1 4 0 1 3 6 8 W E S T W I N D D R B U I L D P R O G R A M 2 3 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 3 , 4 1 6 . 0 0 0 2 3 6 8 W E S T W I N D D R B U I L D P R O G R A M 4 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 2 , 4 1 6 . 0 0 0 3 3 6 8 W E S T W I N D D R B U I L D P R O G R A M 5 1 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 8 7 0 . 0 0 0 4 3 6 8 W E S T W I N D D R B U I L D P R O G R A M 5 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 4 0 0 . 0 0 0 5 3 6 8 W E S T W I N D D R B U I L D P R O G R A M 7 2 - 0 0 0 - 2 4 - 0 0 - 2 4 4 5 2 , 8 9 8 . 0 0 IN V O I C E T O T A L : 1 0 , 0 0 0 . 0 0 * CH E C K T O T A L : 1 0 , 0 0 0 . 0 0 TO T A L A M O U N T P A I D : 2 0 , 0 0 0 . 0 0 Page 25 of 28 RE G U L A R O V E R T I M E T O T A L I M R F F I C A T O T A L S MA Y O R & L I Q . C O M . 90 8 . 3 4 $ - $ 90 8 . 3 4 $ - $ 69 . 4 9 $ 977.83 $ CL E R K 51 8 . 3 3 - 5 1 8 . 3 3 1 . 9 7 2 7 . 9 4 5 4 8 . 2 4 TR E A S U R E R 51 . 6 7 - 5 1 . 6 7 6 . 0 0 3 . 9 4 6 1 . 6 1 AL D E R M A N 3, 8 0 0 . 0 0 - 3 , 8 0 0 . 0 0 3 2 5 . 3 6 2 6 7 . 4 1 4 , 3 9 2 . 7 7 AD M I N I S T R A T I O N 10 , 9 4 7 . 7 2 - 1 0 , 9 4 7 . 7 2 1 , 2 7 2 . 2 8 7 6 1 . 7 3 1 2 , 9 8 1 . 7 3 FI N A N C E 7, 8 0 3 . 8 0 - 7 , 8 0 3 . 8 0 9 0 6 . 8 0 5 8 4 . 3 1 9 , 2 9 4 . 9 1 PO L I C E 10 9 , 9 2 5 . 8 8 3 , 0 7 1 . 0 1 1 1 2 , 9 9 6 . 8 9 5 4 0 . 4 5 8 , 3 3 4 . 5 6 1 2 1 , 8 7 1 . 9 0 CO M M U N I T Y D E V . 11 , 7 3 8 . 6 0 - 1 1 , 7 3 8 . 6 0 1 , 2 8 3 . 8 4 8 6 3 . 2 1 1 3 , 8 8 5 . 6 5 ST R E E T S 14 , 2 7 1 . 6 3 - 1 4 , 2 7 1 . 6 3 1 , 6 5 8 . 3 6 1 , 0 5 3 . 8 1 1 6 , 9 8 3 . 8 0 WA T E R 12 , 6 9 8 . 0 2 8 8 . 9 3 1 2 , 7 8 6 . 9 5 1 , 4 8 5 . 8 5 9 2 1 . 4 3 1 5 , 1 9 4 . 2 3 SE W E R 7, 2 1 9 . 0 5 - 7 , 2 1 9 . 0 5 8 3 8 . 8 5 5 3 8 . 7 8 8 , 5 9 6 . 6 8 PA R K S 19 , 6 7 1 . 8 8 5 3 . 9 7 1 9 , 7 2 5 . 8 5 1 , 9 6 7 . 8 8 1 , 4 7 4 . 3 1 2 3 , 1 6 8 . 0 4 RE C R E A T I O N 11 , 4 5 1 . 9 4 - 1 1 , 4 5 1 . 9 4 1, 1 4 7 . 6 0 85 1 . 2 8 13,450.82 LI B R A R Y 16 , 2 2 2 . 2 0 - 1 6 , 2 2 2 . 2 0 1, 0 8 6 . 8 6 1, 2 0 9 . 2 1 18,518.27 TO T A L S 22 7 , 2 2 9 . 0 6 $ 3, 2 1 3 . 9 1 $ 23 0 , 4 4 2 . 9 7 $ 12 , 5 2 2 . 1 0 $ 16 , 9 6 1 . 4 1 $ 259,926.48 $ TO T A L P A Y R O L L 259,926.48$ UN I T E D C I T Y O F Y O R K V I L L E PA Y R O L L S U M M A R Y Ju n e 2 0 , 2 0 1 4 Page 26 of 28 RE G U L A R O V E R T I M E T O T A L I M R F F I C A T O T A L S AD M I N I S T R A T I O N 10 , 9 4 7 . 7 3 $ - $ 1 0 , 9 4 7 . 7 3 $ 1 , 2 7 2 . 1 2 $ 7 6 1 . 7 3 $ 1 2 , 9 8 1 . 5 8 $ FI N A N C E 7, 8 0 3 . 8 0 - 7 , 8 0 3 . 8 0 9 4 1 . 6 6 6 0 7 . 2 4 9 , 3 5 2 . 7 0 PO L I C E 91 , 5 4 7 . 2 3 4 , 2 1 8 . 2 5 9 5 , 7 6 5 . 4 8 5 4 0 . 4 5 7 , 0 3 0 . 8 9 1 0 3 , 3 3 6 . 8 2 CO M M U N I T Y D E V . 12 , 0 2 4 . 6 0 - 1 2 , 0 2 4 . 6 0 1 , 2 8 3 . 8 4 8 8 5 . 0 8 1 4 , 1 9 3 . 5 2 ST R E E T S 12 , 3 1 7 . 1 4 - 1 2 , 3 1 7 . 1 4 1 , 3 8 9 . 4 2 9 0 4 . 2 9 1 4 , 6 1 0 . 8 5 WA T E R 13 , 6 1 8 . 7 3 2 1 8 . 2 9 1 3 , 8 3 7 . 0 2 1 , 5 2 4 . 2 0 1 , 0 0 1 . 7 7 1 6 , 3 6 2 . 9 9 SE W E R 7, 2 1 9 . 0 5 - 7 , 2 1 9 . 0 5 8 5 0 . 4 7 5 4 6 . 4 3 8 , 6 1 5 . 9 5 PA R K S 21 , 5 6 4 . 4 1 2 2 8 . 5 5 2 1 , 7 9 2 . 9 6 2 , 1 3 9 . 6 0 1 , 6 4 3 . 9 1 2 5 , 5 7 6 . 4 7 RE C R E A T I O N 11 , 8 6 7 . 8 4 - 1 1 , 8 6 7 . 8 4 1 , 1 4 2 . 0 8 8 8 3 . 1 1 1 3 , 8 9 3 . 0 3 LI B R A R Y 20 , 5 1 9 . 9 3 - 2 0 , 5 1 9 . 9 3 1 , 5 8 3 . 9 6 1 , 5 4 5 . 3 2 2 3 , 6 4 9 . 2 1 TO T A L S 20 9 , 4 3 0 . 4 6 $ 4 , 6 6 5 . 0 9 $ 2 1 4 , 0 9 5 . 5 5 $ 1 2 , 6 6 7 . 8 0 $ 1 5 , 8 0 9 . 7 7 $ 2 4 2 , 5 7 3 . 1 2 $ TO T A L P A Y R O L L 242,573.12$ UN I T E D C I T Y O F Y O R K V I L L E PA Y R O L L S U M M A R Y Ju l y 3 , 2 0 1 4 Page 27 of 28 ACCOUNTS PAYABLE DATE Manual City Check Register 07/02/2014 $28,125.41 City Check Register - Fiscal Year 2014 07/08/2014 $258,464.54 City Check Register - Fiscal Year 2015 07/08/2014 $148,777.14 SUB-TOTAL: $435,367.09 OTHER PAYABLES UNITED CITY OF YORKVILLE BILL LIST SUMMARY Tuesday, July 08, 2014 Manual Check #517868 - Roth Build Check 06/23/2014 $10,000.00 Manual Check #517869 - Talip Build Check 06/23/2014 $10,000.00 Clerk's Check #131038 - Kendall County Recorder 06/27/2014 $147.00 Manual Check #517870 - Yorkville Postmaster - UB Bills 06/30/2014 $2,288.81 Manual Check #517871 - Eigenbower Build Check 07/01/2014 $10,000.00 Manual Check #517872 - Gunnerson Build Check 07/01/2014 $10,000.00 SUB-TOTAL: $42,435.81 Bi - Weekly 06/20/2014 $259,926.48 Bi - Weekly 07/03/2014 $242,573.12 SUB-TOTAL: $502,499.60 TOTAL DISBURSEMENTS:$980,302.50 PAYROLL Pa g e 2 8 o f 2 8 Have a question or comment about this agenda item? Call us Monday-Friday, 8:00am to 4:30pm at 630-553-4350, email us at agendas@yorkville.il.us, post at www.facebook.com/CityofYorkville, tweet us at @CityofYorkville, and/or contact any of your elected officials at http://www.yorkville.il.us/gov_officials.php Agenda Item Summary Memo Title: Meeting and Date: Synopsis: Council Action Previously Taken: Date of Action: Action Taken: Item Number: Type of Vote Required: Council Action Requested: Submitted by: Agenda Item Notes: Reviewed By: Legal Finance Engineer City Administrator Human Resources Community Development Police Public Works Parks and Recreation Agenda Item Number Mayor #1 Tracking Number CC 2014-64 Resolution Approving a Supplemental Financial Services Agreement with Speers Financial, Inc. City Council – July 8, 2014 Majority Approval See Attached Rob Fredrickson Finance Name Department Summary A resolution approving a Supplemental Financial Services Agreement with Speer Financial, Inc. Background Speer Financial, Inc. is the City’s financial advisor for the current bond deal and has served in that capacity for numerous debt issuances over the last ten years. Speer also provides the City with post-issuance compliance services relating to continuing disclosure and other requirements promulgated by the Municipal Securities Rulemaking Board (MSRB). Pursuant to the Dodd- Frank Wall Street Reform and Consumer Protection Act (passed by Congress in 2010), in order to continue as financial advisor, Speer is required to enter into a supplemental financial services agreement with the City. The attached document is comprised of four parts. First is the agreement itself, followed by Exhibit A which identifies the various pre-issuance, issuance, post-issuance and non-issuance services that Speer provides to municipal clients. Exhibit B presents a schedule of fees that corresponds with the services identified in Exhibit A. Exhibit C contains several disclosures relating to conflicts of interest that may arise from various forms of compensation, as required by the MSRB. Recommendation Staff recommends approval of the attached resolution. Memorandum To: Mayor and City Council From: Rob Fredrickson, Finance Director Date: July 1, 2014 Subject: Supplemental Financial Services Agreement Resolution No. 2014-___ Page 1 Resolution No. 2014-___ A RESOLUTION APPROVING A SUPPLEMENTAL FINANCIAL SERVICES AGREEMENT BE IT RESOLVED, by the Mayor and City Council of the United City of Yorkville, Kendall County, Illinois, that the Supplemental Financial Services Agreement by and between the United City of Yorkville, an Illinois municipal corporation located at 800 Game Farm Road, Yorkville, Illinois 60560, and Speer Financial, Inc., Chicago, Illinois, executed on June 17, 2014, by Kevin W. McCanna is hereby approved and the Mayor is hereby authorized to execute and deliver said Agreement. BE IT FURTHER RESOLVED this Resolution shall be in full force and effect from and after its passage and approval as provided by law. PASSED by the Mayor and City Council of the United City of Yorkville, Illinois, this ____ day of ______________________, 2014. CARLO COLOSIMO ________ KEN KOCH ________ JACKIE MILSCHEWSKI ________ LARRY KOT ________ CHRIS FUNKHOUSER ________ JOEL FRIEDERS ________ ROSE ANN SPEARS ________ DIANE TEELING ________ APPROVED: __________________________________ Mayor Attest: ___________________________________ City Clerk Have a question or comment about this agenda item? Call us Monday-Friday, 8:00am to 4:30pm at 630-553-4350, email us at agendas@yorkville.il.us, post at www.facebook.com/CityofYorkville, tweet us at @CityofYorkville, and/or contact any of your elected officials at http://www.yorkville.il.us/gov_officials.php Agenda Item Summary Memo Title: Meeting and Date: Synopsis: Council Action Previously Taken: Date of Action: Action Taken: Item Number: Type of Vote Required: Council Action Requested: Submitted by: Agenda Item Notes: Reviewed By: Legal Finance Engineer City Administrator Human Resources Community Development Police Public Works Parks and Recreation Agenda Item Number Mayor #2 Tracking Number CC 2014-65 Ordinance Authorizing the Issuance of General Obligation Bonds (Alternate Revenue Source) in an Aggregate Principal Amount Not to Exceed $8,765,000 City Council – July 8, 2014 N/A Discussion See attached memo. Bart Olson Administration Name Department Summary Discussion of the cost estimate for the Game Farm Road project and the amount of the corresponding bond. Background This item was last discussed at the June 24th City Council meeting, where public hearings were held on the bond ordinances. Since that meeting, the City has tightened estimates on the Game Farm Road project, which is a component of the overall bond issuance. Briefly, we feel that the City has too much money in bond proceeds for the Game Farm Road project, and we must now decide whether to reduce the amount of bond proceeds or leave the proceeds as is. In detail: City’s original estimate of construction and construction engineering - $7,093,512 Less Federal and State Funding received - $2,343,512 City’s original net project cost estimate - $4,750,000 HR Green / EEI’s estimate of construction and construction engineering - $6,316,300 Less Federal and State Funding received - $2,343,512 HR Green / EEI’s current net project cost estimate - $3,972,818 Difference between original estimate and current estimate - $ 777,182 In the HR Green estimate above, HR Green uses only a 5% contingency, and EEI usually recommends a 10% contingency. Factoring that increase in the estimate due to a higher contingency: HR Green’s 5% contingency estimate (contained within estimate above) - $ 315,817 EEI’s recommended 10% contingency estimate (gross) - $ 631,633 Net increase in project, using EEI’s 10% contingency - $ 315,817 Potential unused bond proceeds - $ 461,366 The City has two options in light of the new estimates: 1) Issue the bond for the $4.75m construction cost estimate, leaving $461,366 in the fund for cost overruns or for other road projects (the funds can be used for any road project). We have the debt service payments on a $4.75m construction project budgeted for in our five-year budget. Memorandum To: City Council From: Bart Olson, City Administrator CC: Date: July 3, 2014 Subject: Game Farm Road cost estimate and bond 2) Revise the bond ordinance for a lower, ~$4.288m Game Farm Road project, saving ourselves $133,000 in interest costs on the $461,366 increment over the life of the bond. This would leave us open to high bids and change orders through the City’s general fund or capital funds. Recommendation The City Council has taken an extremely conservative approach to issuing debt in the past few years. Bids received for projects have been favorable, and change orders on admittedly-less-complex projects have been kept in check with industry standards. Additionally, the City has the financial flexibility to cover cost over-runs. While it would be nice to have additional bond funds leftover at the end of the project to put towards other projects (like Countryside infrastructure), we think it would be more prudent to lower the requested bond amount (Option 2 above) and lean on the conservative budgeting principles of our consulting engineers. We think it is best to make any decision about further debt for other projects (like Countryside infrastructure) all at one time and when we are sure we are ready to commence those projects. Memorandum To: Mayor and City Council of the United City of Yorkville Kendall County, Illinois From: Kathleen Field Orr, City Attorney Re: Ordinance Authorizing the Issuance of $8,765,000 General Obligation Bonds Date: July 3, 2014 On May 27, 2014, an Ordinance Authorizing the Issuance of General Obligation Bonds (Alternate Revenue Source) in an amount not to exceed $8,765,000 was passed. The purpose of the issuance of these Bonds was to refund prior bonds issued by the City (2005 A Bonds and 2005 C Bonds) and to pay for the construction of certain road improvements. This Ordinance mandated publication of its contents for the purpose of notifying voters of their right to petition the City to submit the question of the issuance of these Bonds to a referendum within thirty days of the publication. No such petition was ever filed with the City Clerk. On June 24, 2014 a public hearing was held before the City Council on the issuance of the Bonds and no objections were heard. Given the foregoing, on July 1, 2014 the Official Statement was posted requesting bids on or before July 8, 2014. The results of all bids received shall be presented to you at the City Council meeting of July 8, 2014. In your packet is the Bond Ordinance which authorizes the issuance of the Bonds but contains several blanks which will be completed upon review and calculation of the bids by the City’s Financial Advisor, Speer Financial. In order to accept the lowest bid on the Bonds and close on or before July 22, 2014 passage of the Ordinance is requested on July 8, 2014. Sincerely, Kathleen Field Orr MINUTES of a regular public meeting of the City Council of the United City of Yorkville, Kendall County, Illinois, held at the 800 Game Farm Road, Yorkville, Illinois, at 7:00 P.M., on the 8th day of July, 2014. The Mayor called the meeting to order and led the pledge of allegiance to the flag. The Mayor then directed the Clerk to call the roll. Upon the roll being called by the Clerk, the following Aldermen answered present: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ The following Aldermen were absent: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ * * * After a discussion of the proposed road and street improvement project and the opportunity to refund a portion of the City’s outstanding debt, Mayor Golinski entertained a motion to approve the adoption of an ordinance authorizing the issuance of general obligation alternate revenue source bonds for the purposes of (i) financing certain road and street improvements throughout the City, (ii) refunding the City’s General Obligation Bonds (Alternate Revenue Source), Series 2005A, (iii) refunding the City’s General Obligation Bonds (Alternate Revenue Source), Series 2005C, (iv) paying the costs of capitalized interest on the bonds, if necessary, and (v) paying for the costs of expenses incident to the issuance of the bonds. So moved by Alderman _________________; seconded by Alderman ____________; motion approved by a roll call vote: Ayes___ Nays ___ approving the Ordinance the complete text of which is set out as follows: UNITED CITY OF YORKVILLE KENDALL COUNTY, ILLINOIS ORDINANCE NO. 2014-__ ______________________________________________ AN ORDINANCE AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION BONDS (ALTERNATE REVENUE SOURCE) OF THE UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS, IN ONE OR MORE SERIES IN AN AGGREGATE PRINCIPAL AMOUNT OF $8,765,000. _____________________________________________ ADOPTED BY THE MAYOR AND CITY COUNCIL OF THE UNITED CITY OF YORKVILLE KENDALL COUNTY, ILLINOIS THIS 8TH DAY OF JULY, 2014 _____________________________________________ Published in pamphlet form by authority of the City Council of the United City of Yorkville, Kendall County, Illinois, this 8th day of July, 2014 ORDINANCE NO: 2014-__ AN ORDINANCE AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION BONDS (ALTERNATE REVENUE SOURCE) OF THE UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS, IN ONE OR MORE SERIES IN AN AGGREGATE PRINCIPAL AMOUNT OF $8,765,000. WHEREAS, the United City of Yorkville, Kendall County, Illinois, is a municipal corporation and body politic of the State of Illinois (the “City”); and WHEREAS, the City has outstanding its General Obligation Bonds (Alternate Revenue Source), Series 2005A (the “2005A Bonds”) which were issued to finance certain road and street improvements within the City; and WHEREAS, the City has outstanding its General Obligation Bonds (Alternate Revenue Source), Series 2005C (the “2005C Bonds”) which were issued to finance improvements its waterworks and sewerage system; and WHEREAS, the City Council of the City (the “Council”) has determined that it is advisable, necessary and in the best interests of the City (i) to construct various road and street improvements within the City (the “Project”) (ii) to refund all or a portion of the 2005A Bonds and the 2005C Bonds (collectively, the “Refunding”); (iii) to pay capitalized interest on the Bonds, if necessary, and (iv) to pay costs of issuance and expenses incident thereto, all for the benefit of the inhabitants of the City; and WHEREAS, the estimated cost of the Project (collectively, the “Project Costs”) is expected not to exceed $4,870,000, and there are insufficient funds on hand and lawfully available to pay such costs; and WHEREAS, the estimated cost of the Refunding (collectively, the “Refunding Costs”) is expected not to exceed $3,895,000, and there are insufficient funds on hand and lawfully available to pay such costs; and - 2 - WHEREAS, for the purpose of providing funds to pay the Project Costs and the Refunding Costs and in accordance with the provisions of the Local Government Debt Reform Act, as supplemented and amended (the “Act”), the City on May 27, 2014, adopted an ordinance (the “Authorizing Ordinance”) authorizing the issuance of alternate bonds, being general obligation bonds payable from any revenue source as provided by the Act, in an amount not to exceed $8,765,000; and WHEREAS, on June 5, 2014, the Authorizing Ordinance, together with a notice in the statutory form, was published in the Kendall County Record, being a newspaper of general circulation in the City, and an affidavit evidencing the publication of the Authorizing Ordinance and said notice have been presented to the City and made a part of the permanent records of the City; and WHEREAS, more than thirty (30) days have expired since the date of publication of the Authorizing Ordinance and said notice, and no petition with the requisite number of valid signatures thereon has been filed with the City Clerk requesting that the question of the issuance of the alternate bonds be submitted to referendum; and WHEREAS, on June 24, 2014, the City held a public hearing pursuant to the Bond Issuance Notification Act following notice published in the Kendall County Record on the May 29, 2014; and WHEREAS, the City is now authorized to issue alternate bonds in several series in an aggregate amount not to exceed $8,765,000 in accordance with the provisions of the Act, and the City hereby determines that it is necessary and desirable that the alternate bonds so authorized be issued at this time to pay the Project Costs and the Refunding Costs; and - 3 - WHEREAS, the revenue sources that will be pledged to the payment of the principal and interest on the alternate bonds associated with the Project Costs will be revenues received by the City from its distributions of sales tax revenues, and such other funds of the City as may be lawfully available and annually appropriated for such payment (the “2014A Pledged Revenues”); and WHEREAS, the revenue sources that will be pledged to the payment of the principal and interest on the alternate bonds associated with the portion of the Refunding Costs attributable to the refunding of the 2005A Bonds will be revenues received by the City from its distributions of public utility tax revenues and such other funds of the City as may be lawfully available and annually appropriated for such payment (the “2014B Pledged Revenues”); and WHEREAS, the revenue sources that will be pledged to the payment of the principal and interest on the alternate bonds associated with the portion of the Refunding Costs attributable to the refunding of the 2005C Bonds will be (i) revenues of the City in the Surplus Account of the Waterworks and Sewerage Fund consisting of funds remaining in the Waterworks and Sewerage Fund after the required monthly deposits and credits have been made to the Operation and Maintenance Account, the Depreciation Account and any other accounts that may be created in the future, (ii) revenues received by the City from its distributions of income tax revenues, and (iii) such other funds of the City as may be lawfully available and annually appropriated for such payment (the “2014C Pledged Revenues”, and together with the 2014A Pledged Revenues and the 2014B Pledged Revenues, the “Pledged Revenues”); and WHEREAS, if the above-mentioned Pledged Revenues are insufficient to pay the principal of and interest on each respective series of alternate bonds, ad valorem property taxes upon all - 4 - taxable property in the City without limitation as to rate or amount are authorized to be extended to pay the principal of and interest on said alternate bonds; and WHEREAS, the City hereby determines that the Pledged Revenues will provide in each year at least 1.25 times debt service of each respective series of alternate bonds proposed to be issued; and WHEREAS, such determination is supported by a report for each series of alternate bonds prepared for the City by Speer Financial (collectively, the “Reports”), which Reports have been presented to the City, and are now on file with the City Clerk. NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS, AS FOLLOWS: Section 1. Issuance of Bonds. (a) The City hereby finds that all of the recitals contained in the preambles to this ordinance are full, true and correct and do incorporate them into this ordinance by this reference. (b) It is hereby found and determined that the City has been authorized by the provisions of the Act to issue alternate bonds of said City in several series in an aggregate amount of $8,765,000 for the purpose of paying the Project Costs and the Refunding Costs to serve the inhabitants of the City and such borrowing of money is necessary for the welfare of the government and affairs of the City, is a proper public purpose and is in the public interest. (c) There shall be borrowed on the credit of and for and on behalf of the City, the amount of $________ for the Project, and the City shall issue in the name of the City its “General Obligation (Alternate Revenue Source) Bonds, Series 2014A” in the principal amount of $________ (the “2014A Bonds”) pursuant to the Act for the purpose of the payment of the Project Costs. - 5 - The 2014A Bonds shall be issued in the denomination of Five Thousand Dollars ($5,000) each or integral multiples thereof, numbered consecutively from 1 upward, and dated the date of delivery. The 2014A Bonds shall bear interest from the most recent date to which interest has been paid or duly provided for, until the principal amount of the 2014A Bonds is paid, such interest (computed upon the basis of a 360-day year of twelve 30-day months) being payable on June 1 and December 1 of each year, beginning June 1, 2015. The 2014A Bonds shall become due and payable (subject to redemption as set forth herein) on December 1 of each year and shall bear interest at rates per annum as follows: DATE MATURITY AMOUNT INTEREST RATE DATE MATURITY AMOUNT INTEREST RATE 2015 2025 2016 2026 2017 2027 2018 2028 2019 2029 2020 2030 2021 2031 2022 2032 2023 2033 2024 (d) There shall be borrowed on the credit of and for and on behalf of the City, the amount of $_________ to pay for a portion the Refunding, and the City shall issue in the name of the City its “General Obligation (Alternate Revenue Source) Refunding Bonds, Series 2014B” in the principal amount of $_________ (the “2014B Bonds”) pursuant to the Act for the purpose of the payment of a portion of the Refunding Costs attributable to the refunding of the 2005A Bonds. - 6 - The 2014B Bonds shall be issued in the denomination of Five Thousand Dollars ($5,000) each or integral multiples thereof, numbered consecutively from 1 upward, and dated the date of delivery. The 2014B Bonds shall bear interest from the most recent date to which interest has been paid or duly provided for, until the principal amount of the 2014B Bonds is paid, such interest (computed upon the basis of a 360-day year of twelve 30-day months) being payable on June 30 and December 30 of each year beginning December 30, 2014. The 2014B Bonds shall become due and payable (subject to redemption as set forth herein) on December 30 of each year and shall bear interest at rates per annum as follows: DATE MATURITY AMOUNT INTEREST RATE 2015 2016 2017 2018 2019 2020 2021 2022 (e) There shall be borrowed on the credit of and for and on behalf of the City, the amount of $_________ to pay for a portion of the Refunding, and the City shall issue in the name of the City its “General Obligation (Alternate Revenue Source) Refunding Bonds, Series 2014C” in the principal amount of $___________ (the “2014C Bonds”, and together with the 2014A Bonds and the 2014B Bonds, the “Bonds”) pursuant to the Act for the purpose of the payment of a portion of the Refunding Costs attributable to the refunding of the 2005C Bonds. The 2014C Bonds shall be issued in the denomination of Five Thousand Dollars ($5,000) each or integral multiples thereof, numbered consecutively from 1 upward, and dated the date of - 7 - delivery. The 2014C Bonds shall bear interest from the most recent date to which interest has been paid or duly provided for, until the principal amount of the 2014C Bonds is paid, such interest (computed upon the basis of a 360-day year of twelve 30-day months) being payable on June 30 and December 30 of each year beginning December 30, 2014. The 2014C Bonds shall become due and payable (subject to redemption as set forth herein) on December 30 of each year and shall bear interest at rates per annum as follows: DATE MATURITY AMOUNT INTEREST RATE 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Section 2. Registrar and Paying Agent. The Amalgamated Bank of Chicago is hereby appointed to serve as Registrar and Paying Agent for the Bonds (the “Registrar” or “Paying Agent”). The Registrar is hereby charged with the responsibility of authenticating the Bonds. The principal of the Bonds shall be payable at the designated office of the Paying Agent. All payments of interest on the Bonds shall be paid by check, mailed one business day prior to the interest payment date to the registered owners thereof as the names appear as of the fifteenth day preceding the interest payment date and at the addresses as they appear on the registration books kept by the Registrar or at such other address as is provided to the Paying Agent in writing by such registered owner. If payment of principal or interest is made to a depository, payment - 8 - shall be made by wire transfer on the payment date in same-day funds. If the payment date occurs on a date when financial institutions are not open for business, the wire transfer shall be made on the next succeeding business day. The Paying Agent shall be instructed to wire transfer payments by 1:00 p.m. (New York City time) so such payments are received at the depository by 2:30 p.m. (New York City time). All payments on the Bonds shall be made in any coin or currency of the United States of America, which on the date of such payment, shall be legal tender for the payment of public and private debts. Each Bond shall be transferable or exchangeable only upon the books of the City kept for that purpose at the designated office of the Registrar by the registered owner in person, or by its attorney duly authorized in writing, upon surrender of such Bond together with a written instrument of transfer or exchange satisfactory to the Registrar duly executed by the registered owner, or its attorney duly authorized in writing, and thereupon a new fully registered Bond or Bonds in an authorized aggregate principal amount and of the same maturity, shall be executed and delivered in the name of the transferee or transferees or the registered owner, as the case may be, in exchange therefor. The Registrar shall not be required to transfer or exchange any Bond during the period beginning at the close of business on the fifteenth (15th) day preceding an interest payment date on such Bond occurs and ending on such interest payment date. The costs of such transfer or exchange shall be borne by the City except for any tax or governmental charge required to be paid with respect to the transfer or exchange, which taxes or governmental charges are payable by the person requesting such transfer or exchange. The City, Registrar and Paying Agent for the Bonds may treat and consider the person in whose name such Bonds are registered as the absolute owner thereof for all purposes including for the purpose of receiving payment of, or on account of, the principal thereof and interest due thereon. - 9 - The Registrar and Paying Agent may at any time resign as Registrar and Paying Agent upon giving 30 days' notice in writing to the City and by first class mail to each registered owner of the Bonds then outstanding, and such resignation will take effect at the end of such 30 day period or upon the earlier appointment of a successor registrar and paying agent by the City. Any such notice to the City may be served personally or sent by registered mail. The Registrar and Paying Agent may be removed at any time as Registrar and Paying Agent by the City, in which event the City may appoint a successor registrar and paying agent. The City shall notify each registered owner of the Bonds then outstanding by first class mail of the removal of the Registrar and Paying Agent. Notices to the registered owners of the Bonds shall be deemed to be given when mailed by first class mail to the addresses of such registered owners as they appear on the registration books kept by the Registrar. Upon the appointment of any successor registrar and paying agent by the City, the Mayor and City Clerk are authorized and directed to enter into such agreements and understandings with such successor registrar and paying agent as will enable the institution to perform the services required of a registrar and paying agent for the Bonds. The Mayor and City Clerk are further authorized to pay such fees as the successor registrar and paying agent may charge for the services it provides as registrar and paying agent and such fees may be paid from the fund established to pay the principal of interest on the Bonds as fiscal agency charges. Any predecessor registrar and paying agent shall deliver all of the Bonds and any cash or investments in its possession with respect thereto, together with the registration books, to the successor registrar and paying agent. Interest on the Bonds shall be payable from the interest payment date to which interest has been paid next preceding the authentication date of the Bonds unless the Bonds are - 10 - authenticated after the fifteenth day preceding an interest payment date and on or before such interest payment date in which case they shall bear interest from such interest payment date. Section 3. Redemption. (a) The 2014A Bonds maturing on or after December 1, 2025, are callable at the option of the City on any date on or after December 1, 2024, at a price of par plus accrued interest. The 2014B Bonds are not subject to optional redemption prior to maturity. The 2014C Bonds are not subject to optional redemption prior to maturity. (b) The 2014A Bonds maturing on December 1 in the years ______ are subject to mandatory sinking fund redemption at the price of par plus accrued interest to the date of redemption on the dates and in the amounts as follows: Term 2014A Bonds due December 1, 20__ * Final Maturity The 2014B Bonds maturing on December 30 in the years ______ are subject to mandatory sinking fund redemption at the price of par plus accrued interest to the date of redemption on the dates and in the amounts as follows: Term 2014B Bonds due December 30, 20__ * Final Maturity The 2014C Bonds maturing on December 30 in the years ______ are subject to mandatory sinking fund redemption at the price of par plus accrued interest to the date of redemption on the dates and in the amounts as follows: Term 2014C Bonds due - 11 - December 30, 20__ * Final Maturity (c) Unless waived by any holder of Bonds to be redeemed, notice of the call for any such redemption shall be given by the Bond Registrar on behalf of the City by mailing the redemption notice by first class mail at least thirty (30) days and not more than sixty (60) days prior to the date fixed for redemption to the registered owner of the Bond or Bonds to be redeemed at the address shown on the Bond Register or at such other address as is furnished in writing by such registered owner to the Bond Registrar. All notices of redemption shall state: (1) the redemption date, (2) the redemption price, (3) if less than all outstanding Bonds are to be redeemed, the identification (and, in the case of partial redemption, the respective principal amounts) of the Bonds to be redeemed, (4) that on the redemption date the redemption price will become due and payable upon each such Bond or portion thereof called for redemption, and that interest thereon shall cease to accrue from and after said date, (5) the place where such Bonds are to be surrendered for payment of the redemption price, which place of payment shall be a corporate trust office of the Bond Registrar, and (6) such other information then required by custom, practice or industry standard. - 12 - Prior to any redemption date, the City shall deposit with the Bond Registrar an amount of money sufficient to pay the redemption price of all the Bonds or portions of Bonds which are to be redeemed on that date. Unless moneys sufficient to pay the redemption price of the Bonds to be redeemed shall have been received by the Bond Registrar prior to the giving of such notice of redemption, such notice may, at the option of the City, state that said redemption shall be conditioned upon the receipt of such moneys by the Bond Registrar on or prior to the date fixed for redemption. If such moneys are not received, such notice shall be of no force and effect, the City shall not redeem such Bonds, and the Bond Registrar shall give notice, in the same manner in which the notice of redemption was given, that such moneys were not so received and that such Bonds will not be redeemed. Notice of redemption having been given as aforesaid, the Bonds or portions of Bonds so to be redeemed shall, on the redemption date, become due and payable at the redemption price therein specified, and from and after such date (unless the City shall default in the payment of the redemption price) such Bonds or portions of Bonds shall cease to bear interest. Upon surrender of such Bonds for redemption in accordance with said notice, such Bonds shall be paid by the Bond Registrar at the redemption price. Installments of interest due on or prior to the redemption date shall be payable as herein provided for payment of interest. Upon surrender for any partial redemption of any Bond, there shall be prepared for the registered holder a new Bond or Bonds of the same maturity in the amount of the unpaid principal. If any Bond or portion of Bond called for redemption shall not be so paid upon surrender thereof for redemption, the principal shall, until paid, bear interest from the redemption date at - 13 - the rate borne by the Bond or portion of Bond so called for redemption. All Bonds which have been redeemed shall be cancelled and destroyed by the Bond Registrar and shall not be reissued. Section 4. Execution and Negotiability. Each of the Bonds shall be executed in the name of the City by the manual or facsimile signatures of the Mayor and the City Clerk, and the seal of the City shall be affixed, imprinted, engraved or otherwise reproduced thereon and countersigned by the manual or facsimile signature of the City Treasurer; and these officials, by the execution of a Signature and No Litigation Certificate, shall adopt as and for their own proper signatures the facsimile signatures appearing on the Bonds. In case any officer whose signature or facsimile signature appears on the Bonds shall cease to be such officer before the delivery of the Bonds, the signature of such officer shall nevertheless be valid and sufficient for all purposes the same as if such officer had remained in office until such delivery. The Bonds shall have all of the qualities and incidents of negotiable instruments under the laws of the State of Illinois, subject to the provisions for registration herein. The Bonds shall also be authenticated by the manual signature of the Registrar and no Bond shall be valid or become obligatory for any purpose until the certificate of authentication thereon has been so executed. Section 5. Form of Bonds. The form and tenor of the Bonds shall be substantially as follows, all blanks to be filled in properly prior to delivery: FORM OF SERIES 2014A BOND - 14 - UNITED STATES OF AMERICA STATE OF ILLINOIS COUNTY OF KENDALL UNITED CITY OF YORKVILLE GENERAL OBLIGATION (ALTERNATE REVENUE SOURCE) BOND, SERIES 2014A Interest Rate Maturity Date Original Date Authentication Date CUSIP REGISTERED OWNER: PRINCIPAL SUM: The United City of Yorkville, in Kendall County, Illinois (the “City”), for value received, hereby promises to pay to the Registered Owner named above or registered assigns, the Principal Sum set forth above on the Maturity Date set forth above, and to pay interest hereon (computed on the basis of a 360-day year of twelve 30-day months) at the Interest Rate per annum stated above from the interest payment date to which interest has been paid next preceding the Authentication Date of this bond unless this bond is authenticated after the fifteenth day preceding an interest payment date and on or before such interest payment date in which case it shall bear interest from such interest payment date or unless this bond is authenticated on or before May 15, 2015, in which case it shall bear interest from the Original Date, until the principal is paid, which interest is payable semiannually on June 1 and December 1 in each year, beginning on June 1, 2015. The principal of this Bond is payable at the designated corporate trust office of The Amalgamated Bank of Chicago (the “Registrar” or “Paying Agent”). All payments of interest on this bond shall be paid by check, mailed one business day prior to the interest payment date to the registered owner hereof as of the fifteenth day preceding such interest payment date at the address as it appears on the registration books kept by the Registrar or at such other address as is provided to the Paying Agent in writing by the registered owner. If payment of principal or interest is made to a depository, payment shall be made by wire transfer on the payment date in same-day funds. If the payment date occurs on a date when financial institutions are not open for business, the wire transfer shall be made on the next succeeding business day. The Paying Agent shall wire transfer payments by 1:00 p.m. (New York City time) so such payments are received at the depository by 2:30 p.m. (New York City time). All payments on the bond shall be made in any coin or currency of the United States of America, which on the dates of such payment, shall be legal tender for the payment of public and private debts. This Bond is a general obligation of the City payable as to principal and interest from revenues received by the City from its distributions of sales tax revenues, and such other funds of the City as may be lawfully available and annually appropriated for such payment, and to the extent the previous sources are insufficient, ad valorem taxes levied against all taxable property in the City, without limitation as to rate or amount, all in accordance with the provisions of the Local Government Debt Reform Act, as supplemented and amended (the “Act”). The full faith, credit and resources of the City are pledged to the punctual payment of the principal of and - 15 - interest on the Bonds. This Bond is negotiable, subject to registration provisions, pursuant to the laws of the State of Illinois. The Bonds are payable from the Pledged Revenues (as defined in the Ordinance) on a parity with the outstanding General Obligation Bonds (Alternate Revenue Source), Series 2005 and General Obligation (Alternate Revenue Source) Refunding Bonds, Series 2014 This Bond is one of an authorized issue of bonds of the City of like date, tenor and effect, except as to source of security, rates of interest and dates of maturity; aggregating $________; numbered consecutively from R-1 up; issued (i) to construct various road and street improvements within the City (the “Project”), and (ii) to pay costs of issuance and expenses incident thereto, all for the benefit of the inhabitants of the City (the “Project”); as approved by the Mayor and City Council of the City (the “City”). This Bond is issued pursuant to a Bond Ordinance adopted by the City on July 8, 2014 (the “Ordinance”), and in accordance with the Act, the proceeds of which bonds are to be applied solely to pay the cost of the Project and the payment of costs of issuance. The Bonds maturing on or after December 1, 2025, are subject to optional redemption on any date on or after December 1, 2024, at 100% of the principal amount thereof plus accrued interest to the date of redemption. [The Bonds due ________________ are subject to mandatory sinking fund redemption at 100% of the principal amount thereof plus accrued interest to the redemption date in accordance with the schedule set forth in the Ordinance.] This Bond is transferable or exchangeable only upon the books of the City kept for that purpose at the designated office of the Registrar by the registered owner hereof in person, or by its attorney duly authorized in writing, upon surrender of this bond together with a written instrument of transfer or exchange satisfactory to the Registrar duly executed by the registered owner, or its attorney duly authorized in writing, and thereupon a new fully registered bond or bonds in an authorized aggregate principal amount and of the same maturity, shall be executed and delivered in the name of the transferee or transferees or to the registered owner, as the case may be, in exchange therefor. The Registrar shall not be required to transfer or exchange this bond during the period beginning at the close of business on the fifteenth (15th) day of the month preceding the interest payment date on this bond occurs and ending on such interest payment date. The City, the Registrar, the Paying Agent and any other registrar or paying agent for this bond may treat and consider the person in whose name this bond is registered as the absolute owner hereof for all purposes including for the purpose of receiving payment of, or on account of, the principal hereof and interest due hereon. This Bond is subject to defeasance prior to payment as provided in the Ordinance referred to herein. THE OWNER OF THIS BOND, BY THE ACCEPTANCE HEREOF, HEREBY AGREES TO ALL THE TERMS AND PROVISIONS CONTAINED IN THE ORDINANCE. The Bonds maturing in any one year are issuable only in fully registered form in the denomination of $5,000 or any integral multiple thereof. It is hereby certified and recited that all acts, conditions and things required to be done precedent to and in the execution, issuance and delivery of this bond have been done and performed in regular and due form as provided by law; that the indebtedness of the City, - 16 - including the issue of the Bond of which this is one, does not exceed any limitation imposed by law; and that provision has been made for the collection of a direct annual tax sufficient to pay the interest hereon as it falls due and also to pay and discharge the principal hereof at maturity. This Bond shall not be valid or become obligatory for any purpose until the certificate of authentication hereon shall have been executed by an authorized representative of the Registrar. IN WITNESS WHEREOF, the United City of Yorkville, Kendall County, Illinois, has caused this bond to be executed by the manual or facsimile signatures of the Mayor and the City Clerk, the seal of said City (or a facsimile thereof) to be affixed, imprinted, engraved or otherwise reproduced hereon and countersigned by the duly authorized manual or facsimile signature of the City Treasurer, all as of the Original Date identified above. UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS By_____________________________________ Mayor By_____________________________________ City Clerk [SEAL] Countersigned: By _________________________________ City Treasurer REGISTRAR'S CERTIFICATE OF AUTHENTICATION This bond is one of the bonds described in the within-mentioned Ordinance. THE AMALGAMATED BANK OF CHICAGO, as Registrar By _____________________________________ Authorized Officer FORM OF SERIES 2014B BOND - 17 - UNITED STATES OF AMERICA STATE OF ILLINOIS COUNTY OF KENDALL UNITED CITY OF YORKVILLE GENERAL OBLIGATION (ALTERNATE REVENUE SOURCE) REFUNDING BOND, SERIES 2014B Interest Rate Maturity Date Original Date Authentication Date CUSIP REGISTERED OWNER: PRINCIPAL SUM: The United City of Yorkville, in Kendall County, Illinois (the “City”), for value received, hereby promises to pay to the Registered Owner named above or registered assigns, the Principal Sum set forth above on the Maturity Date set forth above, and to pay interest hereon (computed on the basis of a 360-day year of twelve 30-day months) at the Interest Rate per annum stated above from the interest payment date to which interest has been paid next preceding the Authentication Date of this bond unless this bond is authenticated after the fifteenth day preceding an interest payment date and on or before such interest payment date in which case it shall bear interest from such interest payment date or unless this bond is authenticated on or before December 15, 2014, in which case it shall bear interest from the Original Date, until the principal is paid, which interest is payable semiannually on June 30 and December 30 in each year, beginning on December 30, 2014. The principal of this Bond is payable at the designated corporate trust office of The Amalgamated Bank of Chicago (the “Registrar” or “Paying Agent”). All payments of interest on this bond shall be paid by check, mailed one business day prior to the interest payment date to the registered owner hereof as of the fifteenth day preceding such interest payment date at the address as it appears on the registration books kept by the Registrar or at such other address as is provided to the Paying Agent in writing by the registered owner. If payment of principal or interest is made to a depository, payment shall be made by wire transfer on the payment date in same-day funds. If the payment date occurs on a date when financial institutions are not open for business, the wire transfer shall be made on the next succeeding business day. The Paying Agent shall wire transfer payments by 1:00 p.m. (New York City time) so such payments are received at the depository by 2:30 p.m. (New York City time). All payments on the bond shall be made in any coin or currency of the United States of America, which on the dates of such payment, shall be legal tender for the payment of public and private debts. This Bond is a general obligation of the City payable as to principal and interest from revenues received by the City from its distributions of public utility tax revenues and such other funds of the City as may be lawfully available and annually appropriated for such payment and to the extent the previous sources are insufficient, ad valorem taxes levied against all taxable property in the City, without limitation as to rate or amount, all in accordance with the provisions of the Local Government Debt Reform Act, as supplemented and amended (the “Act”). The full - 18 - faith, credit and resources of the City are pledged to the punctual payment of the principal of and interest on the Bonds. This Bond is negotiable, subject to registration provisions, pursuant to the laws of the State of Illinois. The Bonds are payable from the Pledged Revenues (as defined in the Ordinance) on a parity with the outstanding General Obligation Bonds (Alternate Revenue Source), Series 2005A. This Bond is one of an authorized issue of bonds of the City of like date, tenor and effect, except as to source of security, rates of interest and dates of maturity; aggregating $__________; numbered consecutively from R-1 up; issued (i) to refund the City’s General Obligation (Alternate Revenue Source) Bonds, Series 2005A, and (ii) to pay the costs of capitalized interest on the refunding bonds, and (iii) to pay costs of issuance and expenses incident thereto, all for the benefit of the inhabitants of the City (the “Refunding”); as approved by the Mayor and City Council of the City (the “City”). This Bond is issued pursuant to a Bond Ordinance adopted by the City on July 8, 2014 (the “Ordinance”), and in accordance with the Act, the proceeds of which bonds are to be applied solely to pay the cost of the Refunding and the payment of costs of issuance. The Bonds are not to optional redemption prior to maturity. [The Bonds due ________________ are subject to mandatory sinking fund redemption at 100% of the principal amount thereof plus accrued interest to the redemption date in accordance with the schedule set forth in the Ordinance.] This Bond is transferable or exchangeable only upon the books of the City kept for that purpose at the designated office of the Registrar by the registered owner hereof in person, or by its attorney duly authorized in writing, upon surrender of this bond together with a written instrument of transfer or exchange satisfactory to the Registrar duly executed by the registered owner, or its attorney duly authorized in writing, and thereupon a new fully registered bond or bonds in an authorized aggregate principal amount and of the same maturity, shall be executed and delivered in the name of the transferee or transferees or to the registered owner, as the case may be, in exchange therefor. The Registrar shall not be required to transfer or exchange this bond during the period beginning at the close of business on the fifteenth (15th) day of the month preceding the interest payment date on this bond occurs and ending on such interest payment date. The City, the Registrar, the Paying Agent and any other registrar or paying agent for this bond may treat and consider the person in whose name this bond is registered as the absolute owner hereof for all purposes including for the purpose of receiving payment of, or on account of, the principal hereof and interest due hereon. This Bond is subject to defeasance prior to payment as provided in the Ordinance referred to herein. THE OWNER OF THIS BOND, BY THE ACCEPTANCE HEREOF, HEREBY AGREES TO ALL THE TERMS AND PROVISIONS CONTAINED IN THE ORDINANCE. The Bonds maturing in any one year are issuable only in fully registered form in the denomination of $5,000 or any integral multiple thereof. It is hereby certified and recited that all acts, conditions and things required to be done precedent to and in the execution, issuance and delivery of this bond have been done and performed in regular and due form as provided by law; that the indebtedness of the City, - 19 - including the issue of the Bond of which this is one, does not exceed any limitation imposed by law; and that provision has been made for the collection of a direct annual tax sufficient to pay the interest hereon as it falls due and also to pay and discharge the principal hereof at maturity. This Bond shall not be valid or become obligatory for any purpose until the certificate of authentication hereon shall have been executed by an authorized representative of the Registrar. IN WITNESS WHEREOF, the United City of Yorkville, Kendall County, Illinois, has caused this bond to be executed by the manual or facsimile signatures of the Mayor and the City Clerk, the seal of said City (or a facsimile thereof) to be affixed, imprinted, engraved or otherwise reproduced hereon and countersigned by the duly authorized manual or facsimile signature of the City Treasurer, all as of the Original Date identified above. UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS By_____________________________________ Mayor By_____________________________________ City Clerk [SEAL] Countersigned: By _________________________________ City Treasurer REGISTRAR'S CERTIFICATE OF AUTHENTICATION This bond is one of the bonds described in the within-mentioned Ordinance. THE AMALGAMATED BANK OF CHICAGO, as Registrar By _____________________________________ Authorized Officer FORM OF SERIES 2014C BOND - 20 - UNITED STATES OF AMERICA STATE OF ILLINOIS COUNTY OF KENDALL UNITED CITY OF YORKVILLE GENERAL OBLIGATION (ALTERNATE REVENUE SOURCE) REFUNDING BOND, SERIES 2014C Interest Rate Maturity Date Original Date Authentication Date CUSIP REGISTERED OWNER: PRINCIPAL SUM: The United City of Yorkville, in Kendall County, Illinois (the “City”), for value received, hereby promises to pay to the Registered Owner named above or registered assigns, the Principal Sum set forth above on the Maturity Date set forth above, and to pay interest hereon (computed on the basis of a 360-day year of twelve 30-day months) at the Interest Rate per annum stated above from the interest payment date to which interest has been paid next preceding the Authentication Date of this bond unless this bond is authenticated after the fifteenth day preceding an interest payment date and on or before such interest payment date in which case it shall bear interest from such interest payment date or unless this bond is authenticated on or before December 15, 2014, in which case it shall bear interest from the Original Date, until the principal is paid, which interest is payable semiannually on June 30 and December 30 in each year, beginning on December 30, 2014. The principal of this Bond is payable at the designated corporate trust office of The Amalgamated Bank of Chicago (the “Registrar” or “Paying Agent”). All payments of interest on this bond shall be paid by check, mailed one business day prior to the interest payment date to the registered owner hereof as of the fifteenth day preceding such interest payment date at the address as it appears on the registration books kept by the Registrar or at such other address as is provided to the Paying Agent in writing by the registered owner. If payment of principal or interest is made to a depository, payment shall be made by wire transfer on the payment date in same-day funds. If the payment date occurs on a date when financial institutions are not open for business, the wire transfer shall be made on the next succeeding business day. The Paying Agent shall wire transfer payments by 1:00 p.m. (New York City time) so such payments are received at the depository by 2:30 p.m. (New York City time). All payments on the bond shall be made in any coin or currency of the United States of America, which on the dates of such payment, shall be legal tender for the payment of public and private debts. This Bond is a general obligation of the City payable as to principal and interest from (i) revenues of the City in the Surplus Account of the Waterworks and Sewerage Fund consisting of funds remaining in the Waterworks and Sewerage Fund after the required monthly deposits and credits have been made to the Operation and Maintenance Account, the Depreciation Account and any other accounts that may be created in the future, (ii) revenues received by the City from its distributions of income tax revenues, and (iii) such other funds of the City as may be lawfully - 21 - available and annually appropriated for such payment, and (iv) to the extent the previous sources are insufficient, ad valorem taxes levied against all taxable property in the City, without limitation as to rate or amount, all in accordance with the provisions of the Local Government Debt Reform Act, as supplemented and amended (the “Act”). The full faith, credit and resources of the City are pledged to the punctual payment of the principal of and interest on the Bonds. This Bond is negotiable, subject to registration provisions, pursuant to the laws of the State of Illinois. The Bonds are payable from the Pledged Revenues (as defined in the Ordinance) on a parity with the outstanding General Obligation Bonds (Alternate Revenue Source), Series 2004B and General Obligation Refunding Bonds (Alternate Revenue Source), Series 2007A This Bond is one of an authorized issue of bonds of the City of like date, tenor and effect, except as to source of security, rates of interest and dates of maturity; aggregating Two Million Dollars ($2,000,000); numbered consecutively from R-1 up; issued (i) to refund the City’s General Obligation (Alternate Revenue Source) Bonds, Series 2005C, and (ii) to pay the costs of capitalized interest on the refunding bonds, and (iii) to pay costs of issuance and expenses incident thereto, all for the benefit of the inhabitants of the City (the “Refunding”); as approved by the Mayor and City Council of the City (the “City”). This Bond is issued pursuant to a Bond Ordinance adopted by the City on July 8, 2014 (the “Ordinance”), and in accordance with the Act, the proceeds of which bonds are to be applied solely to pay the cost of the Refunding and the payment of costs of issuance. The Bonds are not subject to optional redemption prior to maturity. [The Bonds due ________________ are subject to mandatory sinking fund redemption at 100% of the principal amount thereof plus accrued interest to the redemption date in accordance with the schedule set forth in the Ordinance.] This Bond is transferable or exchangeable only upon the books of the City kept for that purpose at the designated office of the Registrar by the registered owner hereof in person, or by its attorney duly authorized in writing, upon surrender of this bond together with a written instrument of transfer or exchange satisfactory to the Registrar duly executed by the registered owner, or its attorney duly authorized in writing, and thereupon a new fully registered bond or bonds in an authorized aggregate principal amount and of the same maturity, shall be executed and delivered in the name of the transferee or transferees or to the registered owner, as the case may be, in exchange therefor. The Registrar shall not be required to transfer or exchange this bond during the period beginning at the close of business on the fifteenth (15th) day of the month preceding the interest payment date on this bond occurs and ending on such interest payment date. The City, the Registrar, the Paying Agent and any other registrar or paying agent for this bond may treat and consider the person in whose name this bond is registered as the absolute owner hereof for all purposes including for the purpose of receiving payment of, or on account of, the principal hereof and interest due hereon. This Bond is subject to defeasance prior to payment as provided in the Ordinance referred to herein. THE OWNER OF THIS BOND, BY THE ACCEPTANCE HEREOF, HEREBY AGREES TO ALL THE TERMS AND PROVISIONS CONTAINED IN THE ORDINANCE. The Bonds maturing in any one year are issuable only in fully registered form in the denomination of $5,000 or any integral multiple thereof. - 22 - It is hereby certified and recited that all acts, conditions and things required to be done precedent to and in the execution, issuance and delivery of this bond have been done and performed in regular and due form as provided by law; that the indebtedness of the City, including the issue of the Bond of which this is one, does not exceed any limitation imposed by law; and that provision has been made for the collection of a direct annual tax sufficient to pay the interest hereon as it falls due and also to pay and discharge the principal hereof at maturity. This Bond shall not be valid or become obligatory for any purpose until the certificate of authentication hereon shall have been executed by an authorized representative of the Registrar. IN WITNESS WHEREOF, the United City of Yorkville, Kendall County, Illinois, has caused this bond to be executed by the manual or facsimile signatures of the Mayor and the City Clerk, the seal of said City (or a facsimile thereof) to be affixed, imprinted, engraved or otherwise reproduced hereon and countersigned by the duly authorized manual or facsimile signature of the City Treasurer, all as of the Original Date identified above. UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS By_____________________________________ Mayor By_____________________________________ City Clerk [SEAL] Countersigned: By _________________________________ City Treasurer REGISTRAR'S CERTIFICATE OF AUTHENTICATION This bond is one of the bonds described in the within-mentioned Ordinance. THE AMALGAMATED BANK OF CHICAGO, as Registrar By _____________________________________ Authorized Officer Section 6. Sale of Bonds. The City Treasurer is hereby authorized and directed (i) to deliver the 2014A Bonds to ____________, as purchaser of the 2014A Bonds (the “2014A Purchaser”); (ii) to deliver the 2014B Bonds to ____________, as purchaser of the 2014B Bonds - 23 - (the “2014B Purchaser”); and (iii) to deliver the 2014C Bonds to ____________, as purchaser of the 2014C Bonds (the “2014C Purchaser”). The Mayor and the City Clerk are authorized and directed to execute a bond purchase agreement with each respective purchaser in connection with the sale of the Bonds (each, a “Purchase Contract”), in the name of and on behalf of the City. The Purchase Contract shall be substantially in the form of purchase contracts commonly used in transactions similar to that described in the Ordinance, with such changes as necessary to reflect the terms and provisions of the Bonds, this Ordinance, and such other changes as the Mayor or City Treasurer shall determine are necessary or desirable in connection with the sale of the Bonds. No person holding any office of the City, either by election or appointment, is in any manner financially interested directly in his own name or indirectly in the name of any other person, association, trust or corporation, in the Purchase Contract. Section 7. Alternate Revenue Source; Tax Levy; Additional Security. For the purpose of providing funds required to pay the interest on the Bonds promptly when and as the same falls due and to pay and discharge the principal thereof at maturity, the City covenants and agrees with the Purchasers and the owners of the Bonds that the City will deposit the Pledged Revenues into the Bond Funds described in Section 10 hereof. The 2014A Pledged Revenues are hereby pledged to the payment of the 2014A Bonds, on a parity with the outstanding General Obligation Bonds (Alternate Revenue Source), Series 2005 and General Obligation (Alternate Revenue Source) Refunding Bonds, Series 2014, and the City covenants and agrees to provide for, collect and apply the 2014A Pledged Revenues to the payment of the 2014A Bonds. The 2014B Pledged Revenues are hereby pledged to the payment of the 2014B Bonds, on a parity with the outstanding General Obligation Bonds (Alternate Revenue Source), Series - 24 - 2005A, and the City covenants and agrees to provide for, collect and apply the 2014B Pledged Revenues to the payment of the 2014B Bonds. The 2014C Pledged Revenues are hereby pledged to the payment of the 2014C Bonds, on a parity with the outstanding General Obligation Bonds (Alternate Revenue Source), Series 2004B and General Obligation Refunding Bonds (Alternate Revenue Source), Series 2007A, and the City covenants and agrees to provide for, collect and apply the 2014C Pledged Revenues to the payment of the 2014C Bonds. For the purpose of providing additional funds to produce the sums necessary to pay interest on the Bonds as it falls due and pay and discharge the principal thereof at maturity, there be and there is hereby levied upon all the taxable property within the City a direct annual tax (the “Pledged Taxes”) for each of the years while the Bonds or any of them are outstanding, in amounts sufficient for that purpose, and that there be and there is hereby levied upon all of the taxable property in the City, in addition to all other taxes, a direct annual tax in the years and amounts as follows: 2014A PLEDGED TAXES For the Levy Year A Tax Sufficient to Produce the Sum of: 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 - 25 - 2029 2030 2031 2032 2014B PLEDGED TAXES For the Levy Year A Tax Sufficient to Produce the Sum of: 2014 2015 2016 2017 2018 2019 2020 2021 2014C PLEDGED TAXES For the Levy Year A Tax Sufficient to Produce the Sum of: 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Principal or interest coming due at any time when there are not sufficient funds on hand from the Pledged Taxes to pay the same shall be paid from current funds on hand of the City, and the fund from which such payment was made shall be reimbursed out of the Pledged Taxes hereby levied when the same shall be collected. The City covenants and agrees with the Purchaser and the owners of the Bonds that so long as any of the Bonds remain outstanding, the City will take no action or fail to take any action which in any way would adversely affect the ability of the City to collect the Pledged Revenues or to levy and collect the Pledged Taxes, and the City and its officers will comply with - 26 - all present and future applicable laws in order to assure that the Pledged Revenues will be available and that the Pledged Taxes will be levied, extended and collected as provided herein and deposited in the Bond Fund. The funds derived from the tax levy be and the same are hereby appropriated and set aside for the sole and only purpose of paying principal and interest on said Bonds when and as the same become due. The funds from the sale of said Bonds be and they are hereby appropriated and set aside for the purpose hereinbefore set out. Section 8. Filing of Ordinance – Bond Funds. After this Ordinance becomes effective, a copy hereof, certified by the City Clerk, shall each be filed with the County Clerk of Kendall County (the “County Clerk”). The County Clerk shall in and for the years specified in this ordinance ascertain the rate required to produce the aggregate Pledged Taxes hereinbefore provided to be levied in each of said years; and the County Clerk shall extend the same for collection on the tax books in connection with other taxes levied in said years in and by the City for general corporate purposes of the City; and the County Clerk, or other appropriate officer or designee, shall remit the Pledged Taxes for deposit to the credit of a special fund created by Section 10 hereof and referred to as the “Bond Funds”, and in said years the Pledged Taxes shall be levied and collected by and for and on behalf of the City in like manner as taxes for general corporate purposes of the City for said years are levied and collected, and in addition to and in excess of all other taxes. The Pledged Taxes are hereby irrevocably pledged to and shall be used only for the purpose of paying principal of and interest on the Bonds. Section 9. Abatement of Pledged Taxes. The City pledges to abate the levy for the Bonds upon full funding of each Bond Fund in the appropriate levy amount for the subsequent calendar year. The City shall by adoption of an appropriate ordinance direct the abatement of the - 27 - Pledged Taxes by such amount, and proper notification of such abatement shall each be filed with the County Clerk in a timely manner to effect such abatement. Section 10. Bond Funds. (a) 2014A Bond Fund. There is hereby established a special fund of the City known as the “Alternate Bond and Interest Fund of 2014A” (the “2014A Bond Fund”) to be held by the Paying Agent which is a trust fund established for the purpose of carrying out the covenants, terms and conditions imposed upon the City by this ordinance. The 2014A Bonds are secured by a pledge of all of the moneys on deposit in the 2014A Bond Fund, and such pledge is irrevocable until such 2014A Bonds have been paid in full or until the obligations of the City are discharged under this ordinance. Within the 2014A Bond Fund there shall be created two accounts: the 2014A Bond and Interest Account (the “2014A Bond and Interest Account”) and the 2014A Surplus Account (the “2014A Surplus Account”). The 2014A Bond and Interest Account shall only be used to pay the interest on the 2014A Bonds and principal of the Bonds at maturity or upon redemption. The 2014A Surplus Account may be used by the City for any lawful purpose. 2014A Pledged Taxes shall be set aside as collected and deposited into the 2014A Bond and Interest Account. Upon receipt of the 2014A Pledged Revenues, the City Treasurer shall deposit into the 2014A Bond and Interest Account an amount equal to one-sixth (1/6) of the amount of interest due on the Bonds on the next interest payment date and an amount equal to one-twelfth (1/12) of the amount of principal due on the 2014A Bonds on the next principal payment date. The balance of the 2014A Pledged Revenues received each month, after payment of principal and interest on all parity obligations, shall be deposited into the 2014A Surplus Account. (b) Project Fund. There is hereby established a special fund of the City known as the “2014A Project Fund” to be held by the Treasurer. There shall be deposited in the 2014A - 28 - Project Fund the proceeds of the 2014A Bonds in an amount as provided in Section 11 hereof. The 2014A Project Fund shall be maintained separate and apart from all other accounts of the City. (c) 2014B Bond Fund. There is hereby established a special fund of the City known as the “Alternate Bond and Interest Fund of 2014B” (the “2014B Bond Fund”) to be held by the Paying Agent which is a trust fund established for the purpose of carrying out the covenants, terms and conditions imposed upon the City by this ordinance. The 2014B Bonds are secured by a pledge of all of the moneys on deposit in the 2014B Bond Fund, and such pledge is irrevocable until such 2014B Bonds have been paid in full or until the obligations of the City are discharged under this ordinance. Within the 2014B Bond Fund there shall be created two accounts: the 2014B Bond and Interest Account (the “2014B Bond and Interest Account”) and the 2014B Surplus Account (the “2014B Surplus Account”). The 2014B Bond and Interest Account shall only be used to pay the interest on the Bonds and principal of the 2014B Bonds at maturity or upon redemption. The 2014B Surplus Account may be used by the City for any lawful purpose. 2014B Pledged Taxes shall be set aside as collected and deposited into the 2014B Bond and Interest Account. Upon receipt of the 2014B Pledged Revenues, the City Treasurer shall deposit into the 2014B Bond and Interest Account an amount equal to one-sixth (1/6) of the amount of interest due on the 2014B Bonds on the next interest payment date and an amount equal to one- twelfth (1/12) of the amount of principal due on the 2014B Bonds on the next principal payment date. The balance of the 2014B Pledged Revenues received each month, after payment of principal and interest on all parity obligations, shall be deposited into the 2014B Surplus Account. - 29 - (d) 2014C Bond Fund. There is hereby established a special fund of the City known as the “Alternate Bond and Interest Fund of 2014C” (the “2014C Bond Fund”, and together with the 2014A Bond Fund and the 2014B Bond Fund, the “Bond Fund”)) to be held by the Paying Agent which is a trust fund established for the purpose of carrying out the covenants, terms and conditions imposed upon the City by this ordinance. The 2014C Bonds are secured by a pledge of all of the moneys on deposit in the 2014C Bond Fund, and such pledge is irrevocable until such 2014C Bonds have been paid in full or until the obligations of the City are discharged under this ordinance. Within the 2014C Bond Fund there shall be created two accounts: the 2014C Bond and Interest Account (the “2014C Bond and Interest Account”) and the 2014C Surplus Account (the “2014C Surplus Account”). The 2014C Bond and Interest Account shall only be used to pay the interest on the 2014C Bonds and principal of the 2014C Bonds at maturity or upon redemption. The 2014C Surplus Account may be used by the City for any lawful purpose. 2014C Pledged Taxes shall be set aside as collected and deposited into the 2014C Bond and Interest Account. Upon receipt of the 2014C Pledged Revenues, the City Treasurer shall deposit into the 2014C Bond and Interest Account an amount equal to one-sixth (1/6) of the amount of interest due on the 2014C Bonds on the next interest payment date and an amount equal to one- twelfth (1/12) of the amount of principal due on the 2014C Bonds on the next principal payment date. The balance of the 2014C Pledged Revenues received each month, after payment of principal and interest on all parity obligations, shall be deposited into the 2014C Surplus Account. Section 11. Use of Bond Proceeds. Accrued interest, capitalized interest and any premium received on the delivery of the 2014A Bonds are hereby appropriated for the purpose of paying interest due on the 2014A Bonds and are hereby ordered deposited into the 2014A Bond - 30 - Fund. The balance of the proceeds of the 2014A Bonds are hereby appropriated for payment of Project Costs and are hereby ordered deposited into the Project Fund. Accrued interest, capitalized interest and any premium received on the delivery of the 2014B Bonds are hereby appropriated for the purpose of paying interest due on the 2014B Bonds and are hereby ordered deposited into the 2014B Bond Fund. The balance of the proceeds of the 2014B Bonds are hereby appropriated for refunding the 2005A Bonds and are hereby ordered deposited into the Escrow Account (the “Escrow Account”) created pursuant to the Escrow Agreement between the City and The Amalgamated Bank of Chicago. Accrued interest, capitalized interest and any premium received on the delivery of the 2014C Bonds are hereby appropriated for the purpose of paying interest due on the 2014C Bonds and are hereby ordered deposited into the 2014C Bond Fund. The balance of the proceeds of the 2014C Bonds are hereby appropriated for refunding the 2005C Bonds and are hereby ordered deposited into the Escrow Account. In the event that any moneys remain in the Project Fund, the Escrow Account or any Bond Fund upon completion of the Project or the Refunding, the City shall cause such moneys to be used to pay the interest on the respective series of Bonds on the earliest possible date. Such moneys which are on deposit in the Bond Fund after 30 days of the date of deposit shall be invested at a yield not exceeding the yield on the Bonds in the event that the investment of such moneys shall cause the Bond Fund not to be a bona fide debt service fund pursuant to Treas. Reg. Section 1.148(1)(b). Section 12. Defeasance of the Bonds. If, when the Bonds or a portion thereof shall have become due and payable in accordance with their terms, and the whole amount of the principal and the interest and the premium, if any, so due and payable upon all of the Bonds or a - 31 - portion thereof then outstanding shall be paid; or (i) sufficient moneys or (ii) direct obligations of the United States of America (including obligations issued or held in book entry form on the books of the Department of the Treasury), the principal of and the interest on which when due will provide sufficient moneys for such purpose, shall be held in trust for such purpose, and provision shall also be made for paying all fees and expenses for the redemption, then and in that case the Bonds or any designated portion thereof issued hereunder shall no longer be deemed outstanding or entitled to any pledge of the Pledged Revenues and the Pledged Taxes made herein. Section 13. Investment of Moneys. Moneys in the Bond Fund and the Project Fund may be invested by the City Treasurer in lawful investments for the City. All income earned or losses sustained on such investments shall be credited to the Fund or Account from which the investments were made. Section 14. Additional Bonds. The City may without limit issue additional bonds (“Additional Bonds”) on a parity with or junior to the Bonds as to the pledge of the Pledged Revenues. If such Additional Bonds are to be parity bonds, the Pledged Revenues shall be sufficient to provide for or pay all of the following: (i) debt service on all outstanding Bonds computed immediately after the issuance of any proposed Additional Bonds, and (ii) an additional amount not less than 0.25 times debt service on the outstanding Bonds and Additional Bonds after the issuance of the proposed Additional Bonds. Such sufficiency shall be calculated for each year to the final maturity of the Bonds and the Additional Bonds. The determination of the sufficiency of the Pledged Revenues shall be supported by reference to the most recent audit of the City, which audit shall be for a Fiscal Year ending not earlier than eighteen (18) months previous to the time of issuance of the proposed Additional Bonds. If such audit shows the - 32 - Pledged Revenues to be insufficient, then the determination of sufficiency may be supported by the report of an independent accountant or feasibility analyst demonstrating the sufficiency of the Pledged Revenues and explaining by what means they will be greater than shown in the audit. Section 15. Amendments with Consent of Bondholders. Subject to the terms and provisions contained in this section, and not otherwise, the owners of not less than sixty-seven percent (67%) in aggregate principal amount of the Bonds issued pursuant to this ordinance and then outstanding shall have the right from time to time, anything contained in this ordinance to the contrary notwithstanding, to consent to and approve the adoption by the City of such ordinance or ordinances supplemental hereto or amendatory hereof, as shall be deemed necessary or desirable by the City for the purpose of modifying, altering, amending, adding to or rescinding in any particular manner any of the terms or provisions contained in this ordinance, or in any supplemental ordinance; provided, however, that nothing herein contained shall permit or be construed as permitting: (a) An extension of the maturity of the principal of or interest on any Bond issued pursuant to this ordinance; or (b) A reduction in the principal amount of any Bond or the rate of interest thereon; or (c) A preference or priority of any Bond or Bonds issued pursuant to this ordinance over any other Bond or Bonds issued pursuant to the provisions of this ordinance; or (d) A reduction in the aggregate principal amount of the Bonds required for consent to such supplemental ordinance. If the owners of not less than sixty-seven percent (67%) in aggregate principal amount of the Bonds outstanding at the time of adoption of such supplemental ordinance shall have consented to and approved the adoption thereof by written instrument to be maintained on file in - 33 - the office of the City Clerk of the City, no owner of any Bond issued pursuant to this ordinance shall have any right to object to the adoption of such supplemental ordinance or to object to any of the terms and provisions contained therein or the operation thereof, or in any manner to question the propriety of the adoption thereof, or to enjoin or restrain the City from adopting the same, or from taking any action pursuant to the provisions thereof. Upon the adoption of any supplemental ordinance pursuant to the provisions of this section, this ordinance shall be, and shall be deemed, modified and amended in accordance therewith, and the respective rights, duties and obligations under this ordinance of the City and all owners of Bonds then outstanding, shall thereafter be determined, exercised and enforced in accordance with this ordinance, subject in all respects to such modifications and amendments. Notwithstanding anything contained in the foregoing provisions of this ordinance, the rights and obligations of the City and of the owners of the Bonds authorized by this ordinance, and the terms and provisions of the Bonds and this ordinance, or any supplemental or amendatory ordinance, may be modified or altered in any respect with the consent of the City and the consent of the owners of all the Bonds then outstanding. Section 16. Tax Covenants. In order to preserve the exclusion of interest on the Bonds from gross income for federal tax purposes under Section 103 of the Internal Revenue Code of 1986 as existing on the date of issuance of the Bonds (the “Code”) and as an inducement to purchasers of the Bonds, the City represents, covenants and agrees that: (a) No more than 10% of the payment of the principal of or interest on the Bonds will be (under the terms of the Bonds, this ordinance or any underlying arrangement), directly or indirectly, (i) secured by any interest in property used or to be used for a private business use or - 34 - payments in respect of such property or (ii) derived from payments (whether or not to the City) in respect of such property or borrowed money used or to be used for a private business use. (b) No more than 5% of the Bond proceeds will be loaned to any entity or person other than a state or local governmental unit. No more than 5% of the Bond proceeds will be transferred, directly or indirectly, or deemed transferred to a nongovernmental person in any manner that would in substance constitute a loan of the Bond proceeds. (c) The City reasonably expects, as of the date hereof, that the Bonds will not meet either the private business use test described in paragraph (a) above unless such private use is by a 501(c)(3) entity or the private loan test described in paragraph (b) above during the entire term of the Bonds. (d) Neither the City nor the City will take any action or fail to take any action with respect to the Bonds that would result in the loss of the exclusion from gross income for federal tax purposes on the Bonds pursuant to Section 103 of the Code, nor will the City or the City act in any other manner which would adversely affect such exclusion. (e) The City hereby designates each of the Bonds as a “qualified tax-exempt obligation” for the purposes and within the meaning of Section 265(b)(3) of the Code. In support of such designation, the City hereby certifies that (i) none of the Bonds will be at any time a “private activity bond” (as defined in Section 141 of the Code), (ii) as of the date hereof in calendar year 2014, the City has not issued any tax-exempt obligations of any kind other than the Bonds nor have any tax-exempt obligations of any kind been issued on behalf of the City and (iii) the City does reasonably expect to issue or have issued on its behalf more than $10,000,000 of tax exempt obligations (including the Bonds) during calendar year 2014. - 35 - (f) It shall not be an event of default under this ordinance if the interest on any Bond is not excludable from gross income for federal tax purposes or otherwise pursuant to any provision of the Code which is not currently in effect and in existence on the date of issuance of the Bonds. (g) These covenants are based solely on current law in effect and in existence of the date of delivery of the Bonds. The City hereby authorizes the officials of the City responsible for issuing the Bonds, the same being the Mayor, the City Clerk and the City Treasurer of the City, to make such further covenants and certifications as may be necessary to assure that the use thereof will not cause the Bonds to be arbitrage bonds and to assure that the interest on the Bonds will be excludable from gross income for federal income tax purposes. In connection therewith, the City further agrees: (a) through its officers, to make such further specific covenants, representations as shall be truthful, and assurances as may be necessary or advisable; (b) to consult with counsel approving the Bonds; (c) to pay to the United States, as necessary, such sums of money representing required rebates of excess arbitrage profits relating to the Bonds as required pursuant to Section 148 of the Code and the regulations promulgated thereunder; (d) to file such forms, statements, and supporting documents as may be required and in a timely manner; and (e) if deemed necessary or advisable by their officers, to employ and pay fiscal agents, financial advisors, attorneys, and other persons to assist the City in such compliance. Section 17. Noncompliance with Tax Covenants. Notwithstanding any other provisions of this ordinance, the covenants and authorizations contained in this ordinance (the “Tax Sections”) which are designed to preserve the exclusion of interest on the Bonds from gross income under federal law (the “Tax Exemption”) need not be complied with if the City receives - 36 - an opinion of nationally recognized bond counsel that any Tax Section is unnecessary to preserve the Tax Exemption. Section 18. Registered Form. The City recognizes that Section 149(a) of the Code requires the Bonds to be issued and to remain in fully registered form in order that interest thereon is exempt from federal income taxation under laws in force at the time the Bonds are delivered. In this connection, the City agrees that it will not take any action to permit the Bonds to be issued in, or converted into, bearer or coupon form. Section 19. Severability. If any section, paragraph or provision of this ordinance shall be held to be invalid or unenforceable for any reason, the invalidity or unenforceability of such section, paragraph or provision shall not affect any of the remaining provisions of this ordinance. Section 20. Publication. The City Clerk is hereby authorized and directed to publish this ordinance in pamphlet form and to file copies thereof for public inspection in his/her office. Section 21. Conflicting Ordinances. All ordinances, resolutions and parts of ordinances and resolutions, in conflict herewith are hereby repealed. Section 22. Headings. The headings or titles of the several sections shall be solely for convenience of reference and shall not affect the meaning, construction or effect of this ordinance. Section 23. Effective Date. This ordinance shall be in full force and effect from and after its adoption and approval. - 37 - Ken Koch ___ Joel Frieders ___ Carlo Colosimo ___ Chris Funkhouser ___ Larry Kot ___ Diane Teeling ___ Jacquelyn Milschewski ___ Rose Ann Spears ___ Passed by the City Council of the United City of Yorkville, Illinois this ___ day of __________, 2014. Attest: _____________________________ City Clerk APPROVED by me this ___ day of __________, 2014. ______________________________ Mayor ATTESTED and FILED in my office this ___ day of __________, 2014. _______________________________ City Clerk Published by me in pamphlet form this ___ day of __________, 2014. ________________________________ City Clerk, United City of Yorkville Kendall County, Illinois STATE OF ILLINOIS ) ) SS COUNTY OF KENDALL ) CERTIFICATION OF MINUTES I, the undersigned, do hereby certify that I am the duly qualified and acting City Clerk of the United City of Yorkville, Kendall County, Illinois (the “City”), and as such official am the keeper of the records and files of the of the City Council of the City (the “City”). I further certify that the foregoing is a full, true and complete transcript of that portion of the minutes of the meeting of the City held on the 8th day of July, 2014, insofar as the same relates to the adoption of Ordinance No. 2014-___ entitled: AN ORDINANCE AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION BONDS (ALTERNATE REVENUE SOURCE) OF THE UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS, IN ONE OR MORE SERIES IN AN AGGREGATE PRINCIPAL AMOUNT OF $8,765,000 a true, correct and complete copy of which said ordinance as adopted at said meeting appears in the foregoing transcript of the minutes of said special meeting. I do further certify that the deliberations of the City on the adoption of said ordinance were conducted openly, that the vote on the adoption of said ordinance was taken openly, that said meeting was held at a specified time and place convenient to the public, that notice of said meeting was duly given to all of the news media requesting such notice, that said meeting was called and held in strict compliance with the provisions of the Open Meetings Act of the State of Illinois, as amended, and that the City has complied with all of the provisions of said Act and with all of the procedural rules of the City. IN WITNESS WHEREOF, I hereunto affix my official signature and seal of said City, this ___ day of __________, 2014. _________________________________ City Clerk, United City of Yorkville, Kendall County, Illinois (SEAL) STATE OF ILLINOIS ) ) SS COUNTY OF KENDALL ) FILING CERTIFICATE I, the undersigned, do hereby certify that I am the duly qualified and acting County Clerk of Kendall County, Illinois, and as such official I do further certify that on the _____ day of __________, 2013, there was filed in my office a duly certified copy of Ordinance No. 2014-___ entitled: AN ORDINANCE AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION BONDS (ALTERNATE REVENUE SOURCE) OF THE UNITED CITY OF YORKVILLE, KENDALL COUNTY, ILLINOIS, IN ONE OR MORE SERIES IN AN AGGREGATE PRINCIPAL AMOUNT OF $8,765,000 duly adopted by the Mayor and City Council of the United City of Yorkville, Kendall County, Illinois, on 8th day of July, 2014, and that the same has been deposited in the official files and records of my office. IN WITNESS WHEREOF, I hereunto affix my official signature and the seal of said County, this _____ day __________, 2014. ______________________________________ County Clerk of Kendall County, Illinois (SEAL) Have a question or comment about this agenda item? Call us Monday-Friday, 8:00am to 4:30pm at 630-553-4350, email us at agendas@yorkville.il.us, post at www.facebook.com/CityofYorkville, tweet us at @CityofYorkville, and/or contact any of your elected officials at http://www.yorkville.il.us/gov_officials.php Agenda Item Summary Memo Title: Meeting and Date: Synopsis: Council Action Previously Taken: Date of Action: Action Taken: Item Number: Type of Vote Required: Council Action Requested: Submitted by: Agenda Item Notes: Reviewed By: Legal Finance Engineer City Administrator Human Resources Community Development Police Public Works Parks and Recreation Agenda Item Number Mayor #3 Tracking Number CC 2014-66 Resolution Approving a Settlement and Release Agreement with American Southern Insurance Company City Council – July 8, 2014 N/A Majority Approval See Attached Memo. Bart Olson Administration Name Department MEMORANDUM To: City Council From: Thomas G. Gardiner Date: July 3, 2014 Subject: Yorkville v. American Southern Insurance Company et al, Case No. 11 cv 1984 Yorkville brought suit against American Southern Insurance Company, Ocean Atlantic, and Ocean Atlantic Service Corporation on March 21, 2011 to recover payment obligations on the Bonds for Westbury Village, interest and other fees in the United States District Court for the Northern District of Illinois with case number 11 cv 1984 (the “Lawsuit”). Yorkville entered into an agreement with subcontractors, who asserted mechanics lien with respect to work performed on Westbury Village, to wit: Pirtano Construction Company, Inc., Aurora Blacktop, Inc., and Ryan Incorporated Central, Inc. As part of that agreement, the subcontractors agreed to pay the attorney fees and costs associated with the litigation in return for receiving any proceeds stemming from the litigation. The matter has now settled in the amount $80,000.00. Attached is a copy of the settlement agreement. We recommend that the City Council approve and authorize the execution of the settlement agreement. Resolution No. 2014-___ Page 1 Resolution No. 2014-___ A RESOLUTION APPROVING A SETTLEMENT AND RELEASE AGREEMENT BE IT RESOLVED, by the Mayor and City Council of the United City of Yorkville, Kendall County, Illinois, that the Settlement and Release Agreement by and between the United City of Yorkville, an Illinois municipal corporation located at 800 Game Farm Road, Yorkville, Illinois 60560, and American Southern Insurance Company, is hereby approved and the Mayor is hereby authorized to execute and deliver said Agreement. BE IT FURTHER RESOLVED this Resolution shall be in full force and effect from and after its passage and approval as provided by law. PASSED by the Mayor and City Council of the United City of Yorkville, Illinois, this ____ day of ______________________, 2014. CARLO COLOSIMO ________ KEN KOCH ________ JACKIE MILSCHEWSKI ________ LARRY KOT ________ CHRIS FUNKHOUSER ________ JOEL FRIEDERS ________ ROSE ANN SPEARS ________ DIANE TEELING ________ APPROVED: __________________________________ Mayor Attest: ___________________________________ City Clerk Have a question or comment about this agenda item? Call us Monday-Friday, 8:00am to 4:30pm at 630-553-4350, email us at agendas@yorkville.il.us, post at www.facebook.com/CityofYorkville, tweet us at @CityofYorkville, and/or contact any of your elected officials at http://www.yorkville.il.us/gov_officials.php Agenda Item Summary Memo Title: Meeting and Date: Synopsis: Council Action Previously Taken: Date of Action: Action Taken: Item Number: Type of Vote Required: Council Action Requested: Submitted by: Agenda Item Notes: See attached memo. Reviewed By: Legal Finance Engineer City Administrator Human Resources Community Development Police Public Works Parks and Recreation Agenda Item Number EDC #1 Tracking Number EDC 2014-22 Retail Market Study RFP Contract Award Recommendation – The Retail Coach City Council – July 8, 2014 EDC 7/01/14 EDC 2014-22 Majority Approval Recommendation of The Retail Coach for Market Study RFP contract award. Krysti Barksdale-Noble Community Development Name Department Summary: As the City Council will recall, in May staff solicited Request for Proposals (RFP) for a retail market study focusing primarily on the south side of Yorkville. At the close of the RFP, the City received a total of eight (8) submissions. Upon evaluation of the methodology and proposed project scopes, staff and the Executive Director for the Yorkville Economic Development Corporation (YEDC) interviewed the top four (4) firms. While all the candidates were very impressive, it was the unanimous among staff and the YEDC that The Retail Coach was exceptional and provided the right combination of project methodology and implementation/recruitment strategy envisioned for this study. Below is an overview of the selection process, review criteria, candidate analysis and decision making approach used as a basis for our joint recommendation. RFP Candidates: As previously mentioned, the City received eight (8) submissions in response to the Retail Market Study Request for Proposal. Below is a summary matrix of those submittals. The firms highlighted in yellow were the four (4) firms chosen to interview with staff and the Yorkville Economic Development Corporation. Firm Location Proposal Summary Highlights Cost SB Friedman Chicago, IL Retail Market Analysis Identify Key Demand Factors Comprehensive Plan & Policy Recommendations $27,500 Valerie Kretchmer Associates Evanston, IL Retail Market Analysis Retailer Identification Estimate of supportable retail space (plan/map) $25,000 Urbanics Consultants Vancouver, BC, Canada Retail Market Analysis Opportunity Site/Inventory & Analysis Optional telephone recruitment $26,300 Houseal Lavigne Associates Chicago, IL Retail Market Analysis Site Assessment and Development Feasibility Model Implementation Strategy $26,800 Clue Group Philadelphia, PA Retail Market Analysis Identify Retailer Needs (6-8 Target businesses) Site Analysis & Recommendations $27,820 Buxton Fort Worth, TX Retail Market Analysis Community ID Program – Site to Retailer Match Create Marketing Packages (SCOUT web-based technology) $50,000 1st year/$150,000* for 3 year contract Retail Strategies Fort Worth, TX Retail Market Analysis $50,000 Memorandum To: Economic Development Committee From: Krysti J. Barksdale-Noble, Community Development Director CC: Bart Olson, City Administrator Lynn Dubajic, YEDC Date: June 24, 2014 Subject: Retail Market Study RFP – Contract Award Recommendation The Retail Coach 2 Identify Priority Retail Prospects Retail Recruitment & Retail Strategic Plan The Retail Coach Tupelo, MS Retail Market Analysis Retail:360 System – Site to Retailer/Developer Match Proactive Retailer/Developer Recruitment Plan $22,500/$32,500* with Retailer Recruitment Option Review Criteria: Each of the four (4) proposals which were selected for interviews ranked highest amongst the following criteria areas: Methodology, Relevant Projects, Project Team Experience, Project Schedule and Cost. Points were attributed to each criteria area, weighted by importance, to determine the firms’ ability to successfully complete the objectives of the RFP. After tabulating the scores of the staff which reviewed the proposals, an overall score was given. The maximum total score to be obtained by a proposal was 100 points. Below is a detailed description of each criteria area and the point valuation assigned to it. Methodology (40 points) This area reviewed the firm’s explanation of the general and technical approaches and processes to be employed for executing the requirements of the scope of services req uested in the RFP. The scope of services is to include: (1) Review of existing market data and community planning within the identified target area ; (2) Demand analysis of estimated total consumer spending for retail uses, in general, and a grocery store specifically, within the target area; (3) Competitive supply analysis which will determine the target area’s competitive position in relation to other local commercial districts, shopping centers a nd full-service grocery stores; (4) Opportunity gap/leakage analysis which estimates retail sales opportunities lost to other surrounding communities for commercial goods and services, particularly in the grocery store category; (5) Retailer needs analysis to determine appropriate physical, demographic and economic requirements for highly desired and likely grocery store and retail tenants. (6) Opportunity site inventory and analysis which will provide a brief site assessment of key indentified parcels. (7) Recommendations on the types of commercial uses and food retailers that would be mo st likely to succeed in the target area and strategies for recruitment. Relevant Projects (25 points) A brief summary of at least three (3) recent relevant projects which are similar in scope to the retail market study RFP. The firms also submitted client contact information for the referenced projects. Project Team Experience (15 points) Resumes and credentials of all personnel assigned to the project including specific experiences each team member will contribute to the project as well as indentifyin g and defining their individual roles. 3 Project Cost (15 points) Submittal of a cost breakdown for the proposed market study supplemented with appropriate explanatory detail and justifying costs and calculations. Project Schedule (5 points) Proposed amount of time presented in months and as a percentage of total workload, for each component of the scope of services with an indication of proposed milestones. Candidate Analyses: Of the four (4) firms interviewed, The Retail Coach ’s proposal scored the highest with a combined average score by the staff reviewers of 94.75 out a possible 100 points, as detailed below: THE RETAIL COACH S.B. FRIEDMAN HOUSEAL LAVIGN ASSOCIATES BUXTON COMPANY Methodology 38.5/40 38/40 30.5/40 34/40 Relevant Projects 23.5/25 22/25 17.5/25 19.5/25 Project Team Experience 13.5/15 14/15 10.5/15 10.5/15 Project Cost 14.5/15 13/15 13.5/15 5.5/15 Project Schedule 4.75/5 4.5/5 4.75/5 5/5 TOTAL AGGREGRATE SCORE 94.75/100 91.5/100 76.75/100 74.5/100 The Retail Coach Proposal The above scoring was based on The Retail Coach providing the strongest project methodology of all the submittals with its detailed two (2) phase approach. Methodology Phase 1 focuses on the retail market analysis of the target area with an emphasis plac ed on understanding the current market dynamics; determining the retail trade are a; analysis of the retail gap opportunities using the most retail sectors (52) proposed by any other firm; profile of consumer attitudes and behavior analysis; and a cataloguing of suitable and available properties with the greatest development potential into an interactive mapping application and site marketing materials for up to ten (10) development and redevelopment sites. This site selection process will not only include the retail analysis but a highest and best use/land use analysis which will prove valuable to the firm selected for the Comprehensive Plan Update. Phase 2 of their approach included a custom retail recruitment plan which will identify up to twenty-five (25) unique, regional and nationals retailers, and specifically grocers, whose essential location factors match the sites selected in Phase 1. As an optional add-on, The Retail Coach will implement an aggressive retail engagement strategy which will proactively recruit grocers and retail 4 prospects to Yorkville’s Southside trade area. For an additional $10,000, this multi-year strategy will include retailer recruitment and developer identification/recruitment as well as tradeshow marketing. Relevant Projects Along with their thorough technical approach, The Retail Coach offered five (5) relevant retail market assessments and recruitment strategies conducted in the past 2 years located across the country with similar project scopes and budgets. While they are not a local company, they are currently engaged in a market study project in Lockport, Illinois. Staff has reviewed some of these studies and also contacted these former clients to understand the working relationship they had with The Retail Coach and th e fulfillment of deliverables promised. The results of those reference interviews as provided under “Candidate References”. Project Team Experience The Retail Coach has provided national retail recruitment and development consulting to over 250 clients for the past 15 years. The project team assembled for this market retail study has extensive retail real estate and economic development knowledge, marketing and site selection experience for leading retailers and restaurants, data analysis and technology e xpertise. Project Cost & Project Schedule Per the proposal, The Retail Coach will provide a detailed market study for $20,000, plus an estimated $2,500 for reimbursable expenses – totaling $22,500.00. In addition to the cost for the study, The Retail Coach is also proposing the implementation of an aggressive retail recruitment plan for $10,000.00. The total cost for both services being $32,500.00. This proposal , with its estimated 120-day completion schedule, provided the most comprehensive approach to the RFP. Furthermore, even with the addition of the robust recruitment campaign, it still was reasonably and competitively priced. S.B Friedman Proposal As indicated in the categorical scoring, S. B. Friedman scored very well in their methodology, relevant projects, project team experience and schedule. While the market research component of the study proposed to provide a solid economic development, planning and data analysis foundation, it was staff’s opinion that the study fell short in the implementati on strategy. The final deliverable rested heavily on site identification, policy recommendations and possible guidance with public/private financing partnerships (e.g. Special Service Areas, TIF designations, etc.) No active or aggressive retail recruitment strategy was provided and very little follow-up upon completion of the study was offered. Houseal LaVigne Assoc. Proposal The RFP response submitted by Houseal LaVigne and Associates was very similar to the S. B. Friedman proposal with regard to methodology. It was staff’s opinion that while the market study focused on existing conditions, regulatory controls, inventory of competitive market areas, demographic/socioeconomic analysis, development feasibility models and site assessment; the implementation strategy again centered on providing recommendations the City can take to attract desired uses (i.e., development incentives, identifying potential funding needs, etc.) rather than a vigorous retail recruitment program. 5 Buxton Company Proposal While the Buxton Company’s overall aggregate score of 74.5 out of 100 was the lowest of the four (4) interviewed firms, they offered a very dynamic retail recruitment program similar in scope to The Retail Coach. The highlight of their recruitment st rategy was the creation of individualized marketing packages for up to twenty (20) targeted retailers delivered through their proprietary SCOUT platform. This is a web-based interactive mapping program which matches retailers to compatible retail sites or trade areas. It is presented on a mobile tablet to the client at the completion of the project with pre-loaded findings and updated regularly with a paid annual subscription of $50,000 per year. Booth space at national shopping center conventions and potential client referrals/meeting coordination would also be provided. Where staff felt the Buxton Company proposal’s methodology was weakest is in the land use analysis and identification of appropriate sites. It was stated in the RFP response that the City would pre-determine the potential development sites and Buxton’s market analysis would be generated from those given properties. Unlike the other three (3) proposals, Buxton would not deliver a market analysis of the overall Southside Retail Target Area, which would evaluate the highest and best use of land and consider infrastructure and site availability/restraints. While the recruitment heavy approach is understandable, a more balanced approach with regards to land use was requested as a component of the RFP, particularly for the supplementation to the Comprehensive Plan Update. Finally, the Buxton Company’s project fee was on average 3 times more than the other submitted proposals, totaling $150,000 for a 3-year contract commitment. This included an i nitial $50,000 engagement fee and an additional 2 year term of $50,000 each year for the continued update of the SCOUT program which could be cancelled at any time. It was staff’s opinion that the Buxton Company’s SCOUT program may be an appropriate future retail marketing strategy after the trade area has been defined and specific sites selected as a result of this market study. The Retail Coach References: In support of staff’s recommendation for RFP contract award to The Retail Coach for the market study, we have conducted reference interviews with previous clients of The Retail Coach and summarized those discussions below. Broken Arrow, Oklahoma: (see attached study) The Retail Coach was timely and very hands on. They created contacts for the City through initial contacts and exposure to the International Council of Shopping Centers (ICSC). ICSC yielded several retailers to Broken Arrow. Broken Arrow saw a return on their investment with The Retail Coach. Retail Coach focused on retailers that would locate to community and would thrive in the City. Columbia, Tennessee: Retail Coach provided a great plan were aggressive in the recruitment of retailers to City. Retail Coach made initial contacts with retailers that eventually came to City. City would hire again to consult on sites and recruitment. Mt. Pleasant, Texas: Initially created a market analysis and gap analysis. Hired later on to do site selection and recruitment. 6 Excellent to work with and provided real tools for recruitment. Did not sugar coat the analysis. Did not see retailers for about two years due to the market conditions. They emphasized that it was the market and not The Retail Coach that created the non-recruitment. Saw results from recent ICSC convention. Noticed that retailers respect and know the people at The Retail Coach. Windham, Maine: Mainly focused on the market analysis for the community. No specific site location or recruitment. Complimented the staff at The Retail Coach and they were a great company to work with during the process. Kept in contact with The Retail Coach and continue to provide representation at the ICSC convention. Saw direct relation to retailers from the convention. Staff Recommendation: Based on the strong market research proposal, reasonable proposed project costs, full-service recruitment strategy and favorable reference reviews, it is staff’s and the Yorkville Economic Development Corporation (YEDC) recommendation to award the RFP contract for the Southside Commercial Development Market Study to The Retail Coach and also engage them in the optional recruitment plan for an additional $10,000.00, as described above. The total cost commitment for the study, inclusive of the recruitment campaign, will be $32,500.00. Should the EDC have any questions for staff on this recommendation, we will be present at Tuesday night’s meeting. Prepared By C. KELLY COFER President & CEO 662.401.4327 UNITED CITY OF YORKVILLE, IL SOUTH SIDE COMMERCIAL DEVELOPMENT MARKET STUDY MAY 21, 2014 United City of Yorkville Commercial Development Department 800 Game Farm Road Yorkville, Illinois 60560 RESPONSE TO REQUEST FOR PROPOSAL STRICTLY PRIVATE AND CONFIDENTIAL TRANSMITTAL LETTER May 21, 2014 United City of Yorkville Commercial Development Department 800 Game Farm Road Yorkville, Illinois 60560 Greetings, The Retail Coach is pleased to submit this proposal for a South Side Commercial Development Market Study to the United City of Yorkville. We appreciate the opportunity, and we’re excited about the prospect of assisting you with this important initiative that will ultimately enhance Yorkville’s quality of life on the South Side of the City by attracting a full- service grocery store and complementary retailers. Our team has extensive experience in your local and regional markets, and drew upon this first-hand knowledge to prepare our proposal. We are confident our approach and scope of work is the plan needed to achieve your retail development and expansion goals. With a national perspective and more than 28 years of experience, our firm offers the expertise, service and manpower to research, develop and execute customized strategies that best position the United City of Yorkville for success. No other consulting firm offers this level of comprehensive support that is uniquely tailored to your community. Our proposal is guaranteed for a 90-day period following the submittal deadline. Again, we appreciate the opportunity to submit this proposal and hope to be working with you soon. Please feel free to call me at 662.401.4327 if you have any questions. Sincerely, C. Kelly Cofer, Certified Commercial Investment Member (CCIM) President and Chief Executive Officer, The Retail Coach, LLC THE RETAIL COACH, L.L.C. CORPORATE HEADQUARTERS P. O. Box 7272 Tupelo, MS 38802-7272 Toll-Free 800.851.0962 Ph. 662.844.2155 Fx. 662.844.2738 TEXAS OFFICE P. O. Box 90744 Austin, Texas 78709-0744 Ph.662.231.0608 INFO@THERETAILCOACH.NET WWW.THERETAILCOACH.NET South Side Commercial Development Market Study TABLE OF CONTENTS EXECUTIVE SUMMARY 1 ORGANIZATION PROFILE 2 CLIENT STATES SERVED 3 PAST PROJECTS 4 PROPOSED PROJECT TEAM 7 PROJECT METHODOLOGY 9 PROPOSED SCHEDULE AND COST 15 DELIVERABLES 16 OPTIONAL 17 SIGNATURE PAGE AND STATEMENT 20 The Retail Coach, L.L.C. | www.theretailcoach.net | Page 1 South Side Commercial Development Market Study - Yorkville, IL MARKET BASED SOLUTIONS Our experience working with communities throughout the United States has taught us that no two communities are the same. Yorkville has a unique retail atmosphere with its own set of development and redevelopment needs that include the goal of bolstering the retail offerings of the under- served South Side of the City with a retail full-service grocery store and complementary retailers. ON-THE-GROUND ANALYSIS Yorkville is competing with communities throughout the region to secure new retailers. Area retail developments, community and consumer analytics, and a Retail Gap/Opportunity Analysis all play a role in positioning to recruit a grocery store and other retailers. By spending time on the ground in surrounding communities and assessing Yorkville’s position in the marketplace, we can identify the grocers, retailers and developers most likely to be successful in Yorkville. This “macro to micro” approach is the most comprehensive approach to retail expansion and has led to success in communities throughout the United States. The target area of our market study will focus on the region south of Fox River, east of the Harris Farm, west of IL 126 (Schoolhouse Road), and north of Towns at Windett Reserve. FINDINGS Our research will provide the answers to key questions that now exist including: • To what extent are existing retail uses within the City meeting local demand for residents located within the South Side? • Is there sufficient unmet demand to support new commercial development in the South Side area? • Are there appropriate sites within the South Side area to locate commercial development? • Are there appropriate sites within the South Side area to locate a new full-service retail grocery store? IMPLEMENTATION Following in-depth research that includes working in the community with City leaders and stakeholders, we will present our recommendations and an action plan for aggressively pursuing a grocer and additional retailers for the South Side of Yorkville. Additionally, we will work closely with the firm selected to update the City’s Comprehensive Plan. Retail expansion is a process, not an event. We will work with Yorkville to guide the implementation of the retail expansion and development strategies of our South Side Commercial Development Market Study throughout the project and our unique coaching service that continues for the remainder of the 12-month period. If desired, the Retail Coach is also available on a long-term basis to assist Yorkville. We truly become vested in the communities and clients we serve, and we will strive to provide an uncommon level of customized service and expertise to help Yorkville achieve its goal of recruiting a desirable grocery store to the South Side of the City. Retail:360SM MARKET ANALYSIS AND LOCATIONAL INTELLIGENCE COMMUNITY AND CONSUMER ANALYTICS RETAILER/DEVELOPER MATCHING, MARKETING, RECRUITING RECOMMENDATIONS AND ROAD MAP RETAIL COACHING EXECUTIVE SUMMARY The Retail Coach, L.L.C. | www.theretailcoach.net | Page 2 South Side Commercial Development Market Study - Yorkville, IL The Retail Coach is the premier national retail recruitment and development consulting firm founded in 2000 by C. Kelly Cofer, President and Chief Executive Officer. “Our purpose is to provide an uncommon level of customized services and expertise to help communities move beyond the data to retail recruitment results.” C. Kelly Cofer, CCIM President & CEO, The Retail Coach, LLC Since 2000, The Retail Coach has provided the research, relationships and strategies to achieve retail recruitment and development results that have helped over 250 communities throughout the U.S. become better, stronger places to live and work through an expanded sales tax base. Our unique Retail:360SM system includes market and community analytics, retail demand/leakage assessments, retail trade area determinations, land use analysis, retailer/ developer matching and recruitment, and ongoing coaching to ensure the success of our clients. This unique level of consulting includes a coaching period following the completion of a project to ensure that each customized plan is implemented to position clients for retail recruitment success. MOVING BEYOND DATA ORGANIZATION PROFILE The Retail Coach, L.L.C. | www.theretailcoach.net | Page 3 South Side Commercial Development Market Study - Yorkville, IL OKLAHOMA WASHINGTON C A L I F O R N I A WYOMING ARIZONA NEW MEXICO COLORADO SOUTH DAKOTA NEBRASKA TEXAS IOWA ARKANSAS MI S S I S S I P P I AL A B A M A TENNESSEE ILLINOIS WI S C O N S I N IN D I A N A VIRGINIA NEW YORK MAINE F L O R I D A LOUISIANA THE RETAIL COACH HAS SERVED MORE THAN 250 CLIENTS IN 23 STATES. CLIENT STATES SERVED WHO WE SERVE As the premier national retail recruiting and development consulting firm, The Retail Coach has assisted local governments, chambers of commerce, economic development organizations, brokers and developers in communities throughout the United States for more than 15 years. The Retail Coach, L.L.C. | www.theretailcoach.net | Page 4 South Side Commercial Development Market Study - Yorkville, IL PAST PROJECTS OLDSMAR, FLORIDA (BAYPORT COMMONS SHOPPING CENTER) RETAIL MARKET ASSESSMENT & RECRUITMENT STRATEGIES Start 12/17/12 End 2/18/2013 Client Contact Information: Leslie Masten Kite Realty 30 South Meridian Street, Suite 1100, Indianapolis, Indiana 46204 317-713-5689 | lmastin@kiterealty.com Project Summary: Kite Realty contacted The Retail Coach to help quantify customer traffic at the center through a license plate analysis and demand assessment that included a demographic and sales leakage analysis. The Retail Coach pioneered this method to provide clients the most complete and credible data about consumer demand. Utilizing this information, Gander Mountain has now located in the Bayport Commons Shopping Center. Total Cost: $6,000 (License Plate Analysis only) BROKEN ARROW, OKLAHOMA RETAIL MARKET ASSESSMENT & RECRUITMENT STRATEGIES Start 1/31/12 End 8/8/2012 Client Contact Information: Warren Unsicker Broken Arrow Economic Development Corporation 210 Main, Broken Arrow, Oklahoma 74013 918-893-2113 | warren.unsicker@bachamber.com Project Summary: Retail market analysis; demand assessment including demographic, psychographic, workplace population and sales leakage analysis; retail trade area determination; site identification and Highest and Best Use analysis; retailer matching; retail recruitment strategy development; retailer and developer marketing package development; retailer and developer recruiting; long-term recommendations; 12-month coaching. Our work has resulted in numerous successes including the recruitment of Sprouts Farmers Market. Total Cost: $43,500 (Cost for Year One) The Retail Coach, L.L.C. | www.theretailcoach.net | Page 5 South Side Commercial Development Market Study - Yorkville, IL COLUMBIA, TENNESSEE RETAIL MARKET ASSESSMENT & RECRUITMENT STRATEGIES Start 7/12/2012 End 2/5/2013 Client Contact Information: Norman Wright City of Columbia 700 N. Garden St., Columbia, Tennessee 38401 931-560-1560 | nwright@columbiatn.com Project Summary: Retail market analysis; demand assessment including demographic, psychographic, workplace population and sales leakage analysis; retail trade area determination; site identification and Highest and Best Use analysis; retailer matching; retail recruitment strategy development; retailer and developer marketing package development; retailer and developer recruiting; long-term recommendations; 12-month coaching. Total Cost: $32,000 (Cost for Year One) MT. PLEASANT, TEXAS RETAIL MARKET ASSESSMENT & RECRUITMENT STRATEGIES Phase 1 Start 9/19/2011 End 11/17/2011 Phase 2 Start 3/16/2012 End 2/11/2013 Client Contact Information: Charles Smith Mt. Pleasant/Titus County Industrial Foundation 1604 N. Jefferson, Mt. Pleasant, Texas 75455 903-572-6602 | charleslsmith@mpcity.org Project Summary: Retail market analysis; demand assessment including demographic, psychographic, workplace population and sales leakage analysis; retail trade area determination; site identification and Highest and Best Use analysis; retailer matching; retail recruitment strategy development; retailer and developer marketing package development; retailer and developer recruiting; long-term recommendations; 12-month coaching. Total Cost: $37,000 (Cost for Year One) PAST PROJECTS...CONTINUED The Retail Coach, L.L.C. | www.theretailcoach.net | Page 6 South Side Commercial Development Market Study - Yorkville, IL WINDHAM, MAINE RETAIL MARKET ASSESSMENT & RECRUITMENT STRATEGIES Start 3/5/2012 End 9/5/2012 Client Contact Information: Tom Bartell Windham Economic Development Corporation 8 School Road, Windham, Maine 76354 207-892-1936 | thbartell@town.windham.me.us Project Summary: Retail market analysis; demand assessment including demographic, psychographic, workplace population and sales leakage analysis; retail trade area determination; site identification and Highest and Best Use Analysis; retailer matching; retail recruitment strategy development; retailer marketing package development; retailer recruiting; long-term recommendations; 12-month coaching. Total Cost: $38,500 (Cost for Year One) PAST PROJECTS...CONTINUED The Retail Coach, L.L.C. | www.theretailcoach.net | Page 7 South Side Commercial Development Market Study - Yorkville, IL C.KELLY COFER, CCIM PRESIDENT/CEO C. Kelly Cofer leads The Retail Coach with more than 27 years of experience in all aspects of retail real estate and economic development. Kelly’s professional background encompasses market research and site selection, advisory and leasing services, and property brokerage and development for leading national and regional retailers and restaurants. Kelly has earned the prestigious Certified Commercial Investment Member (CCIM) designation from the Chicago-based Commercial Investment Real Estate Institute and has attended the Economic Development Institute at the University of Oklahoma. He holds a Bachelor of Science degree from Texas A&M University in College Station and is a guest speaker for industry organizations throughout the United States. AARON FARMER VICE PRESIDENT With a degree in Marketing from The Mays Business School at Texas A&M University in College Station and an MBA from Texas A&M University – Commerce, Aaron brings to The Retail Coach knowledge of the most current research on retail and marketing trends. Prior to joining The Retail Coach, Aaron was employed in marketing research and retail development where he worked on projects for many of America’s leading retailers and restaurants including FedEx, Kinko’s, Sally Beauty Supply, Adidas, Concentra and the National American Association of Subway Franchises (NAASF). Aaron’s expertise touches each step of a project from the initial trade area determination to the actual recruitment of retailers. A native of Keller, Texas, he is a sought after speaker for industry organizations including the Texas Municipal League and Texas Economic Development Council. JOSEPH KOON REGIONAL PROJECT DIRECTOR As a collegiate athlete, community volunteer and experienced professional, Joseph Koon has always been driven to help others reach their full potential. With the drive and competitive spirit that earned him a baseball scholarship to Southeastern Louisiana University, he now assists communities throughout the U.S. in reaching their full potential when it comes to retail recruitment and development. Prior to joining The Retail Coach, he successfully conducted projects for a major property management firm in Louisiana. Joseph is a Mississippi native and graduate of Southeastern Louisiana University. NATHAN WEBER REGIONAL PROJECT DIRECTOR With a Bachelor of Science in Community Development from Texas A&M at College Station, Nathan hit the ground running. His first stop was the City of Navasota, where he joined the City Council, staff and Navasota Economic Development Corporation in working with The Retail Coach. Nathan expanded his focus on the retail industry and now draws from his community development background and strong marketing and research skills to assist communities served by The Retail Coach throughout Texas and the U.S. A Texas native, Nathan is based in the D/FW Metroplex. PROPOSED PROJECT TEAM The Retail Coach, L.L.C. | www.theretailcoach.net | Page 8 South Side Commercial Development Market Study - Yorkville, IL SUZANNE BROOKE CLIENT SERVICES DIRECTOR Suzanne Brooke supports The Retail Coach team in providing quality service to every client with more than 20 years of experience in municipal government, economic development and the commercial and residential real estate industries. She earned a Bachelor of Arts degree in Communication with a minor in Marketing at the University of Texas. Prior to launching her own consulting agency, she was Director of Communications for one of the largest real estate trade associations in the nation. Her skills encompass all aspects of advertising, public relations and editorial support. MARK BROOKE DIRECTOR OF TECHNOLOGY & CREATIVE SERVICES With a degree in Economics-Finance from the University of Texas, Mark’s technology and research skills are grounded by business acumen. After graduating college in 1991 he worked as a business analyst for The Associates (now part of CitiGroup), where he began developing web-based and desktop applications. Today, Mark keeps The Retail Coach at the forefront of the technology and innovation that enable each client to achieve their retail goals. His expertise includes extensive web, video and print production experience for both the public and private sector. NANCY DEES ADMINISTRATION DIRECTOR Nancy Dees’ extensive management and accounting experience have benefited several of America’s favorite retailers including Kirkland’s. A number cruncher and people person who loves getting lost in data, Nancy is a perfect fit at The Retail Coach where she directs all administrative functions with efficiency and care. Nancy’s previous experience as a retail buyer and store inventory control manager provides helpful insight as she assists in the retailer research performed by The Retail Coach for each project. CASEY KIDD DATA ANALYST Casey Kidd graduated magna cum laude from the Berklee College of Music in Boston, Massachusetts, with a bachelor’s degree in Contemporary Writing and Production. His creativity and attention to detail now translates into a unique ability to work with the large amounts of data, facts and figures gathered in each client community. Fluent in multiple industry- related software programs, Casey assists The Retail Coach’s project leaders in compiling the information into relevant and meaningful report formats that are used to develop aggressive retail recruitment strategies. PROPOSED PROJECT TEAM...CONTINUED The Retail Coach, L.L.C. | www.theretailcoach.net | Page 9 South Side Commercial Development Market Study - Yorkville, IL A market analysis will be performed to evaluate the surrounding communities and each retail area of the United City of Yorkville. This “macro to micro” approach enables The Retail Coach to analyze economic dynamics that may impact the retail recruitment goals for the South Side. Market specific information will be gathered to aid in identifying Retail Trade Area boundaries, potential customer bases, retail competition and retail opportunities based on national, regional and independent retailers’ specific site selection criteria and spacing requirements. METHODOLOGY AREA MARKET ANALYSIS • We analyze the area and identify economic and market forces that may have a direct and significant impact on retail recruitment. • We evaluate retail markets in surrounding communities that compete with Yorkville’s South Side and document their national and regional retailers. • We profile demographics in competing communities and look for trends that may be an advantage in Yorkville’s efforts to expand its retail base. YORKVILLE/SOUTHSIDE ANALYSIS • We analyze the retail market by traveling primary and secondary traffic corridors to identify retail submarkets, document current national and regional retailers, identify specific sites that offer development and redevelopment opportunities, identify major property vacancies, and record potential retail sector opportunities. • We analyze ingress and egress to both existing and emerging retail areas from population clusters, residential neighborhoods and surrounding communities. The Retail Coach will focus on the South Side area, which is south of the Fox River, East of the Harris Farm, west of IL 126, and north of Towns at Windett Reserve. MARKET & RETAIL GAP/OPPORTUNITY ANALYSIS STAKEHOLDER MEETINGS • We meet with public and private stakeholders to discuss the South Side Commercial Development Market Study process and timing and to gather input on retail recruitment, development and redevelopment needs, as well as community challenges and opportunities. Stakeholders may include city staff and representatives, community leaders, real estate brokers, developers, property owners, and owners/managers of existing retail businesses. RETAILER INTERVIEWS • We interview national and regional retailers in Yorkville and the South Side area to determine the locational sources of their customers and discuss any issues they may be facing. (Retail retention is very important to the strategy.) • We plot the “Point-of-Sale” findings to determine a thorough picture of the geographical boundaries of the Retail Trade Areas. PROJECT METHODOLOGY (EXHIBIT A) South Side Commercial Development Market Study - Yorkville, IL PHASE 1 - CONDUCT MARKET RESEARCH The Retail Coach, L.L.C. | www.theretailcoach.net | Page 10 South Side Commercial Development Market Study - Yorkville, IL RETAIL TRADE AREA DETERMINATION An accurate Retail Trade Area is the foundational tool for positioning Yorkville’s South Side for successful retail expansion. The Retail Trade Area is where retailers derive approximately 80 – 85% of their business. The Secondary Retail Trade Area is where retailers derive the remaining 15 – 20% of their business. The Retail Trade Areas will be determined by onsite research in Yorkville and its competing communities, radial and drive-time studies, stakeholder interviews and retailer interviews. • We delineate a custom polygon boundary map, thematic maps and aerial photography maps of the Retail Trade Area. • We delineate a custom polygon boundary map, thematic maps and aerial photography maps of the Secondary Retail Trade Area. The Retail Coach determines two retail trade areas – Retail Trade Area and secondary Retail Trade Area – and provides custom boundary maps, radial maps, drive-time maps, thematic maps (population density, population growth projections, median household income, median home values, median age and lifestyle segmentation (psychographics) and aerial photography maps for each trade area. RETAIL GAP/OPPORTUNITY ANALYSIS • We calculate estimated potential retail sales (demand) for the Retail Trade Area and Secondary Retail Trade Area and compare these figures to estimated actual sales figures (supply) to estimate retail dollars “coming in” or “flowing out” of Yorkville’s South Side. • We identify retail sales surpluses and/or leakages for 52 different retail sectors. This distinguishes the retail categories that have the highest propensity for success in Yorkville’s South Side and quantifies retail potential. • We develop and provide summary tables and graphs of each retail sector illustrating potential sales versus estimated actual sales. • We create and provide a customizable Microsoft® PowerPoint presentation containing Retail Gap/ Opportunity Analysis summary information. The Retail Coach provides separate Retail Gap/Opportunity Analysis for the two Retail Trade Areas – Retail Trade Area and Secondary Retail Trade Area. CONSUMER ATTITUDE & BEHAVIOR ANALYSIS Extensive research and analysis will be performed to provide a clear picture of the factors shaping the retail environment in Yorkville’s South Side including demographic profiling, consumer attitudes and behaviors, consumer spending patterns and workplace population. DEMOGRAPHIC PROFILE We produce a comprehensive summary demographic profile encompassing the Retail Trade Areas and Yorkville. The profile includes the following characteristics:  - Population and Population Growth  - Population Trends  - Average Annual Population Growth  - Ethnicity  - Income  - Age  - Households and Household Growth  - Educational Attainment The Retail Coach provides separate demographic profiles for the two Retail Trade Areas – Retail Trade Area and Secondary Retail Trade Area. PSYCHOGRAPHIC PROFILE • We conduct a psychographic analysis of the households in the Retail Trade Areas using socioeconomic and demographic data to measure consumer attitudes, values, lifestyles and purchasing behaviors to gain an understanding of the types of retailers that may be interested in Yorkville’s South Side. • We create a bar graph of lifestyle classifications, highlight the dominant lifestyle segments and provide comprehensive lifestyle segment definitions. • We rank lifestyle segments and categorize them by summary group, segment code and segment name. The Retail Coach provides separate psychographic profiles for the two Retail Trade Areas – Retail Trade Area and Secondary Retail Trade Area. The Retail Coach utilizes multiple data providers with all being recognized by the retail industry. We are part of ESRI’s Partner Network, which provides exclusive access to particular data. PHASE 1 - CONDUCT MARKET RESEARCH...CONTINUED The Retail Coach, L.L.C. | www.theretailcoach.net | Page 11 South Side Commercial Development Market Study - Yorkville, IL CONSUMER SPENDING SURVEY We survey residents with database assistance from City staff to explore retail spending patterns, habits and retail category/ retailer preferences. Survey questions may include, but are not limited to:  • On average, how often does your family shop in Yorkville’s South Side? • How much does your family spend each month on retail and restaurants? • What percentage of retail purchases does your family make outside of Yorkville’s South Side? • Where do you shop, other than Yorkville and the South Side of Yorkville • If there were better retail choices in the South Side, would you shop here more often? • What specific retailers would you like to see locate in the South Side of Yorkville? WORKPLACE POPULATION • We provide an employment summary report detailing the total establishments by industry, associated establishment and employee counts within Yorkville or a selected labor market geographic area. • We provide insight into the “work here” population versus the “live here” population. • We differentiate between the number of permanent residents within the selected geography and those who commute for work purposes. The workplace population or “daytime employment” is of significant importance to regional and national fast-casual and casual restaurants that rely heavily upon lunch business. Forty-three percent of all new retail stores projected for 2014 will be restaurants. PEER IDENTIFICATION & ANALYSIS Retailers, and specifically grocers, have very specific site selection criteria including trade area population requirements, disposable income thresholds, unit sizes, etc. Extensive research and analysis will be performed to identify and analyze peer communities and their retail offerings. This analysis provides a clearer picture of the factors shaping the retail environment in Yorkville’s South Side as well as its retail and development opportunities. SOCIOECONOMIC PROFILE • We produce a comprehensive socioeconomic profile report comparing Yorkville and the South Side to peer communities. Our findings are used to identify competition factors that support the strongest positioning for recruitment success. • The socioeconomic profile includes the following comparisons:  - Community Population  - Average Persons per Household  - Per Capita and Median Household Income  - Per Capita Income  - Educational Attainment RETAILER AND DEVELOPER DOCUMENTATION • We document regional and national retailers (and restaurants) in peer communities and determine the likelihood to locate a unit in Yorkville’s South Side (based on socioeconomic comparisons). • We document real estate developers active in peer communities for presentation of Yorkville’s South Side development and redevelopment opportunities. PHASE 1 - CONDUCT MARKET RESEARCH...CONTINUED The Retail Coach, L.L.C. | www.theretailcoach.net | Page 12 South Side Commercial Development Market Study - Yorkville, IL CATALOG AVAILABLE PROPERTIES & DEVELOPMENT OPPORTUNITIES An assessment of the primary retail corridors, including a Highest and Best Use (HBU) analysis, will reveal new development and redevelopment opportunities in Yorkville’s South Side. LAND USE/DEVELOPMENT OPPORTUNITY ANALYSIS Highest and Best Use (HBU) is defined as the use that will produce the highest value for a property. In all cases where the market value of real property is sought, that value must be based on its HBU. • We analyze 10 new real estate development and redevelopment sites with a specific focus on those meeting the needs of a regional or national grocer. Sites will be identified independently and in conjunction with the City of Yorkville staff. • Our recommendations are accomplished in the context of economic conditions, the vision of the community and its stakeholders, and the optimal financial impact. Site criterion includes:  - Market Conditions  - Retail Trade Area Population  - Traffic Count Summary  - Site-line Visibility (primary and secondary arterial roads)  - Ingress/Egress (primary and secondary arterial roads)  - Existence of Median Cuts or Possibilities  - Traffic Signal Existence or Possibilities  - Site Characteristics and Topography  - Current Zoning  - Proximity to “Anchor” Retailers/Retail Clusters  - Workplace Population  - Residential Support GEO-RETAIL INTERACTIVE SITE MAPS As an accredited ESRI Silver-Tier partner, The Retail Coach has the advanced technology to develop unique Geo-Retail Interactive Site Maps for clients. Each map displays site- specific information in an engaging and educational way that invites the user to take action. • Using a customized interactive mapping application, we create a Geo-Retail Interactive Map for 10 development and redevelopment sites that showcase site-specific information of interest to retailers and developers. • Each user-friendly map includes clickable layers revealing ESRI-based data from the block level such as:  - Median Household Income  - Population Density  - Population Growth  - Psychographic Lifestyle Segmentation  - Ethnicity  - Median Home Value  - Median Age • The interactive maps can be a standalone hosted application or embedded into an existing website. PHASE 1 - CONDUCT MARKET RESEARCH...CONTINUED GEO-RETAIL MAP The Retail Coach, L.L.C. | www.theretailcoach.net | Page 13 South Side Commercial Development Market Study - Yorkville, IL SITE MARKETING We prepare a Retail Site Profile for each site that includes site-specific information such as: • Location • Photograph/Site Plan • Property Highlights • Property Size • Asking Prices • Traffic Counts • Area Retailers • Retail Trade Area Demographic Profile • Appropriate Contact Information The Retail Coach can brand each site profile for Yorkville, the property owner, the leasing agent, etc. with the appropriate logo and contact information. PHASE 1 - CONDUCT MARKET RESEARCH...CONTINUED YORKVILLE/SOUTH SIDE COMMUNITY MARKETING We develop a more general community-specific Retail Market Profile tailored to the needs of targeted retailers. The Retail Market Profile includes: • Retail Trade Area Map • Location Map • Traffic Count Map • Demographic Profile Summary • United City of Yorkville Logo and Contact Information The Retail Coach can brand each site profile for Yorkville, the property owner, the leasing agent, etc. with the appropriate logo and contact information. RETAIL MARKET PROFILE The Retail Coach, L.L.C. | www.theretailcoach.net | Page 14 South Side Commercial Development Market Study - Yorkville, IL We will identify regional and national retailers, and specifically grocers, whose essential location factors match the sites we identified and our findings from the market analysis, competition assessment, Retail Trade Area determinations, demographic and psychographic profiles, peer community analysis and Retail Gap/Opportunity Analysis. We will review a preliminary target list with the United City of Yorkville staff or project liaison and work together to prepare a final target list of 25 unique retailers that are a good fit for the community. FINALIZE RECRUITMENT PLAN RECOMMENDATIONS | RETAIL ROAD MAP The Retail Coach has differentiated itself in the industry by moving beyond the data to create recommendations and “next steps” that are unique to each client. Our Retail Recruitment Plan includes customized recommendations for Yorkville’s South Side derived from the market intelligence gained through our in-depth research in the community. These findings are combined with more than 28 years of experience in cities throughout America to create a Retail Road Map. Looking at the South Side through the eyes of a grocer and retailer, we will provide a Retail Road Map that ensures you maintain the momentum set in motion during each completed phase of this project. IDENTIFICATION OF GROCER/RETAIL PROSPECTS PHASE 2 - DEVELOP RETAIL RECRUITMENT PLAN CLIENT APPROVAL OF STRATEGIC PLAN The Retail Coach will make a formal presentation to Yorkville leaders and staff to provide our initial findings from the market research phase and to discuss the recommendations. If approved, The Retail Coach is available to commence the marketing and recruitment phases of the South Side Commercial Development Study. The Retail Coach, L.L.C. | www.theretailcoach.net | Page 15 South Side Commercial Development Market Study - Yorkville, IL PROPOSED SCHEDULE AND COST We are available to begin this project immediately and will complete the proposed plan of work within one hundred and twenty (120) business days following receipt of the fully executed agreement. A project timeline will be submitted to staff at the Kick- Off Meeting, indicating trip details and delivery dates. We will make a minimum of three (3) trips to Yorkville during the project. PROJECT FEES: The total fee for completion of this work is $20,000 payable in two installments: 1. $10,000 upon execution of the agreement 2. $10,000 upon presentation of the final strategy Project fees are payable within 30 days after receipt of the invoice. Should Yorkville request a special assignment or additional work not specifically referenced in the contract, we will prepare a written authorization to be signed by Yorkville in advance of commencing any additional work. REIMBURSABLE PROJECT EXPENSES: It is estimated that reimbursable expenses will be approximately $2,500. Reimbursable expenses include: • All travel costs; • Cost of special renderings and maps, if any; • Cost of copies for reports and maps/drawings; and • Cost of shipping expenses, if any. Project expenses are payable within 30 days after receipt of the expense invoice. The Retail Coach, L.L.C. | www.theretailcoach.net | Page 16 South Side Commercial Development Market Study - Yorkville, IL DELIVERABLES The Retail Coach will provide all reports and data files to the United City of Yorkville on CD-ROM, DVD-ROM or USB drive. MARKET & RETAIL GAP ANALYSIS • Competing Community Retailer Maps and Demographic Profiles • Stakeholder Interview Summary • Retailer Interview Summary • Retail Trade Area and Demographic Profile • Secondary Retail Trade Area and Demographic Profile • Radial Retail Trade Area Maps for 3-, 5-, 15-, 25-Mile Rings and Demographic Profiles • Drive-Time Retail Trade Area Maps for 10, 20, 30, 35 Minutes and Demographic Profiles • Traffic Count Map • Thematic Maps (Population Density, Population Growth Projections, Median Household Income, Median Home Values, Median Age and Lifestyle Segmentation (Psychographics) • Yorkville/South Side Retailer Location Map • Aerial Photography Retailer Location Map • Major Employer Location Map • Daytime Employment Labor Pool Map • Yorkville/South Side Are Community Map and Demographic Profile • Retail Trade Area Retail Gap/Opportunity Analysis • Secondary Retail Gap/Opportunity Analysis • Customizable Retail Gap/Opportunity Analysis PowerPoint Presentation Containing the Retail Trade Area Demographic Profile, Summary Table and Summary Graphs Showing Surpluses and/or Leakages CONSUMER ATTITUDE & BEHAVIOR ANALYSIS • Retail Trade Area Psychographic Profile • Update Secondary Retail Trade Area Psychographic Profile • Consumer Spending Survey Findings • Workplace Population Summary PEER IDENTIFICATION & ANALYSIS • Socioeconomic Profile • Peer Community Retailer Maps and Demographic Profiles CATALOG AVAILABLE PROPERTIES AND DEVELOPMENT OPPORTUNITIES • Land Use/Development Opportunity Analysis – 10 Sites • Geo-Retail Interactive Mapping Application – 10 sites • Retail Site Profiles – 10 sites • Yorkville Retail Market Profile IDENTIFICATION OF RETAIL PROSPECTS • Target List of 25 Grocer/Retail Prospects and Contact Information • Retail Feasibility Packages FINALIZE RECRUITMENT PLAN • Community & Economic Development Recommendations • Retail Recruitment Plan Optional The Retail Coach, L.L.C. | www.theretailcoach.net | Page 17 South Side Commercial Development Market Study - Yorkville, IL OPTIONAL IMPLEMENTATION OF RETAIL RECRUITING PLAN PROACTIVE RECRUITMENT OF GROCER/RETAIL PROSPECTS RETAILER RECRUITMENT Recognizing that retail recruitment requires a long-term commitment, our retailer marketing system involves a multi-step process that begins during the project and can continue through a multi-year relationship. Step 1: Retailer Introduction The first and most critical step in reaching out to targeted retailers is providing the information corporate real estate directors and site selectors need to make initial decisions about locating in Yorkville’s South Side. We produce a comprehensive Grocer/Retail Feasibility Package that is placed on The Retail Coach’s online community portal at www.theretailcoach.net. Yorkville will have a custom landing page and visual, user-friendly presentation of the content. • The Grocer/Retail Feasibility Package includes: • Community Overview • Location Map • Retail Trade Area Map • Aerial Map • Retail Trade Area Demographic Profile Summary • Existing Community Retailers • Retail Gap/Opportunity Analysis Summary Table • Retail Trade Area Psychographic Profile • Retail Trade Area Demographic Profile • Community Demographic Profile • Area Traffic Generators • Web addresses for Retail Site Profiles & Geo-Retail Interactive Maps • Logo and Contact Information A personal email is sent to each grocer and retailer’s identified decision-maker to present the opportunities available in Yorkville’s South Side. The introduction email includes a link and invitation to view the information on the United City of Yorkville’s custom landing page and request the Grocer/Retail Feasibility package. Step 2: Retailer Recruitment Personal telephone calls are made to all grocers and retailers who did not respond to the introduction email. We repeat the process until we connect with the retailer. We provide a Grocer/Retailer Status Report with each retailer’s complete contact information and comments resulting from our marketing activities. The Retail Coach does not farm-out the personal calls to real estate brokers or third-parties. Retailer recruitment is performed by the consultant who conducted the research, performed the analysis and is aware of all potential sites, development opportunities and redevelopment opportunities in Yorkville’s South Side. Retail recruitment is a process, and not an event. Our efforts are based on interaction with national and regional site selectors and the ultimate determination of how they best like to receive information and site submittals. The Retail Coach, L.L.C. | www.theretailcoach.net | Page 18 South Side Commercial Development Market Study - Yorkville, IL OPTIONAL...CONTINUED DEVELOPER IDENTIFICATION & MARKETING In a high majority of our client communities, when we identify higher-tier retailers who show interest in the community, there is not sufficient property to meet their criteria. Using our access to regional and national developers, we create customized developer marketing materials for a targeted outreach to the developers. DEVELOPER IDENTIFICATION The Retail Coach will identify retail developers active in Illinois in order to present Yorkville’s South Side development opportunities to them for consideration. Step 1: Developer Introduction We will create a Developer’s Marketing Package on the 10 development and redevelopment sites identified in the Land Use/ Development Analysis. The package will focus on developer site selection criterion including, but not limited to, the following: • Community Dynamics in the area surrounding the Properties • Retail Trade Area • Demographic Trends • Aerial Photographs • Previous Site-Specific Studies, if any • Existing Buildings/Reuse Potential • Traffic Counts • Site-Line Visibility From Major and Secondary Traffic Arteries • Ingress/Egress for Primary and Secondary Traffic Arteries • Median Cuts • Traffic Signal Existence or Possibilities • Site Characteristics and Topography • Appropriate Zoning • Area Retail • Residential Clustering and Support • Proximity To “Anchor” Retailers • Workplace Population • Potential Retail Tenants A personal email is sent to each developer to present the opportunities available in Yorkville’s South Side. The introduction email includes a link and invitation to view the information on Yorkville’s custom landing page. Step 2: Developer Recruitment Personal telephone calls are made to all developers who did not respond to the introduction email. We repeat the process until we connect with the developer. We provide a Developer Status Report with each developer’s complete contact information and comments resulting from our marketing activities. As with retail recruitment, developer recruitment is a process and includes many facets and multiple contacts. The Retail Coach, L.L.C. | www.theretailcoach.net | Page 19 South Side Commercial Development Market Study - Yorkville, IL OPTIONAL...CONTINUED REPRESENTATION AT ICSC REGIONAL AND NATIONAL CONFERENCES TRADESHOW MARKETING We market Yorkville and identified South Side area sites, development and redevelopment opportunities to grocers, retailers and developers at all International Council of Shopping Center (ICSC) trade shows we attend. At a minimum, we will attend the following tradeshows: • Chicago Deal Making - October 7-8, 2014 • Southeast Conference, Atlanta - October 27-29, 2014 • Texas Deal Making, Dallas - November 12-14, 2014 • RECon, Las Vegas - May 2015 PROJECT FEES: The total fee for completion of the retail recruitment implementation is $10,000, payable in two installments: 1. $5,000 upon implementation of recruitment strategy 2. $5,000 upon presentation of retailer and developer summary reports Project fees are payable within 30 days after receipt of the invoice. Should Yorkville request a special assignment or additional work not specifically referenced in the contract, we will prepare a written authorization to be signed by Yorkville in advance of commencing any additional work. The Retail Coach, L.L.C. | www.theretailcoach.net | Page 20 South Side Commercial Development Market Study - Yorkville, IL SIGNATURE PAGE AND STATEMENT This Consulting Agreement (the “Agreement”) is entered into as of the last date shown below by and between The Retail Coach, LLC, a Mississippi limited liability company (“Consultant”), and (“Client”). WHEREAS, the Client desires to retain Consultant to produce a Retail Economic Development Plan. WHEREAS, the Consultant agrees to provide expertise and certain consulting services to the Client to assist with such endeavors. NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the sufficiency of which are hereby acknowledged, the parties agree to the following: Consultant agrees to provide the services set forth in the Scope of Work attached hereto as Exhibit A. The estimated time frame for completion of the work as outlined in Exhibit A is _____ months from the signature date of this agreement. Client agrees to pay the sum of $______ for the services as outlined in Exhibit A. Client also agrees to reimburse Consultant for travel and out-of- pocket expenses. Consultant will submit invoices for all fees and expenses. Either party may terminate this Agreement if: The non-terminating party shall be in default under any term, provision or condition of this Agreement and fails to cure such default within thirty (30) days of receipt of written notice sufficiently describing the default; or Either party shall file or have filed against it any proceeding under any bankruptcy, insolvency or other law affecting the enforceability of creditors’ rights. The validity, interpretation, enforceability, and performance of this Agreement shall be governed by and construed in accordance with the law of the State of Mississippi. Consultant shall operate at all times as an independent contractor of the Client. This Agreement does not authorize the Consultant to act for the Client as its agent or to make commitments on behalf of the Client. If any term or provision of this Agreement shall, to any extent, be held invalid or unenforceable, the remainder of this Agreement shall not be affected thereby, and each provision of this Agreement shall remain valid and enforceable to the fullest extent permitted by law. All notices and/or payments required by this Agreement must be in writing and sent by fax, hand delivery, overnight mail service or certified mail, return receipt requested, to the addresses set forth below or such other address as either party may designate in writing as the address for such notices. Each party represents to the other party that it has (a) fully read and understood the terms of this Agreement, (b) had the opportunity to seek the assistance of its own legal advisor regarding this Agreement and its terms, (c) full legal authority to enter into this Agreement and has taken all necessary legal steps to obtain such authority, and (d) not relied upon any statement, representation or warranty not contained in this Agreement and/or the exhibits attached hereto.   This Agreement, including the attached exhibit listed herein, constitutes the entire agreement of the parties with respect to the subject matter hereof and may not be modified, amended or rescinded except by a written agreement signed by both parties. No oral agreements, representations or warranties have been made and/or relied upon. “CONSULTANT”: The Retail Coach, LLC By: Name: Title: Dated: ADDRESS FOR NOTICE AND PAYMENT: P.O. Box 7272, Tupelo, MS 38802 “CLIENT”: By: Name: Title: Dated: ADDRESS FOR NOTICE: THIS PROPOSAL IS GUARANTEED FOR A 90-DAY PERIOD FROM THE SUBMITTAL DEADLINE. Retail Gap analysis primary Retail trade area Broken arrow, Oklahoma Prepared for Broken Arrow Economic Development Corporation Chamber of Commerce 05.03.12 Moving Beyond Data Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Contact Information The Retail Coach, LLC | P.O. Box 7272 | Tupelo, MS 38802-7272 tel 662.844.2155 | fax 662.844.2738 | info@theretailcoach.net 5 Overview The Retail Coach™ utilizes a proprietary model that estimates retail spending potential for a retail trade area based upon population, income, and consumer spending patterns. Using the algorithms within this model, we are then able to determine the extent to which a community is or is not capturing its sales potential based upon retail sales data published by Claritas, a private demographic and data vendor. In order to determine the anticipated pattern of retail spending for a trade area, our model uses a benchmarked control area. For the purposes of this study, the control area has been de ned as the State. The purpose of the control area is to account for characteristics unique to individual markets that might arti cially in ate or de ate the calculated spending pattern of area residents. Understanding the pattern of retail spending within a community as it relates to the spending patterns of the State is critical. The Retail Coach’s model analyzes these patterns for all retail sales in an area, including taxable and nontaxable sales, to further determine which retail sectors are exhibiting “leakage” and which sectors are exhibiting “surplus.” Or, put more simply, retail sectors in which spending is not fully captured are called “leakage” categories, while retail categories in which more sales are captured than are generated by residents are called “attraction” or “surplus” categories. A retail sales surplus indicates that a community pulls consumers and retail dollars in from outside the trade area, thereby serving as a regional market. Conversely, when local demand for a speci c product is not being met within a trade area, consumers are going elsewhere to shop creating retail leakage. Retail strategies can be developed for speci c retail sectors by analyzing the estimation of retail surpluses and leakages, giving retailers a snapshot of the relative strengths and weaknesses of a community’s retail market. Generally, attraction or surplus categories signal particular strengths of a retail market, while leakage categories signal particular weaknesses. It should be kept in mind that a retail trade area analysis is based on averages. Many times there are mitigating factors that can cause a trade area’s retail potential to deviate substantially from ordinary market conditions. Proximity to larger regional shopping areas, natural barriers (such as lakes and mountains), and road systems are just a few of the factors that could greatly impact a market’s retail potential. A Retail Gap Analysis is not designed as a detailed plan of action nor is it an exact science. Rather, it provides the necessary input for the most important aspect of a retail development strategy - the recruitment of retailers for those retail sectors that are currently not meeting the needs of a community. Please see the section entitled “How to Best Utilize the Retail Gap Analysis” for additional suggestions on using the Retail Gap Analysis to help create and carry out your comprehensive development strategy. 6 Study Analysis All primary retail categories are studied using the most current data available. Potential sales are compiled and compared to estimated actual retail sales to determine if there is a surplus or leakage of retail trade. Retail sales estimates are computed at the establishment level by using actual sales volume data available for publicly held companies. Therefore, only a minority of businesses on the infoUSA™ base le has sales volume data when the le is delivered to Claritas. Claritas models sales volume based on actual data from a national sample of approximately six million businesses. The model is calculated at the four digit Standard Industrial Classi cation (SIC) code level with the results applied to those records for which no actual sales volume exists. This enhancement results in virtually all records having an estimated sales volume, except for government records. For a more detailed look at the SIC code level breakdown, please see Appendix A: SIC Code Detail Listing. The following excerpt is the “Sales Volume Data” section of the Claritas Business-Facts Methodology (February 2002) and should provide an overview of how Claritas’ numbers are derived: Sales Volume Data InfoUSA™ provides actual sales information only for publicly held companies. Sales gures, therefore, for all other companies must be estimated. The infoUSA™ model uses aggregated sales divided by the aggregated number of employees by SIC to arrive at sales per employee. This aggregated method does not factor in the distribution of employees by SIC, and may allow large corporations to have a disproportionate e ect on the sales-per-employee estimate. In comparison, Claritas models sales volume based on actual data from a national sample of approximately six million businesses. The model is calculated at the four-digit Standard Industrial Classi cation (SIC) code level with the results applied to those records for which no actual sales volume gures exist. This enhancement results in virtually all records having an estimated sales volume, except for government records. However, since one number is being applied to remaining businesses in a four-digit SIC industry, analyzing a business as a member of a sales range is more appropriate than looking at the speci c sales volume for that business. As with the employment information, Claritas’ clients will bene t from the combined actual/ modeled sales data with better coverage and more information for modeling and other analytical applications. 7 Retail Gap Analysis Notes In some markets, two particular situations may appear to be discrepancies when they occur in a Retail Gap Analysis. First, the amount exhibited for a particular SIC sector’s estimated actual sales may be lower (sometimes signi cantly so) than expected. In these circumstances, the retailers have often reported sales gures under a di erent SIC code. For example, some Women’s Clothing Stores (SIC 562) may in fact report sales gures under Family Clothing Stores (SIC 565), etc. The second situation arises when the amount exhibited for a particular SIC sector’s estimated actual sales is reported as $0, even though there are known retailers in a market operating under that SIC code. When there are only two or three retailers in that market reporting under that SIC code, the numbers are often reported as $0 to protect each retailer’s proprietary nancial information. For example, if there were two retailers in a market operating under a speci c SIC code, and total estimated actual sales were listed, either retailer could extrapolate its competitor’s estimated actual retail sales gures by deducting its own gures from the total listed for that SIC code. Primary Retail Trade Area Map Broken Arrow, Oklahoma Re t a i l G a p A n a l y s i s S u m m a r y T a b l e SI C RE T A IL S E C TO R PO T E N T IAL S A L E S E S T. AC TU A L S A L E S SU RP LU S/LEA K A G E % S U RP LU S 52 1 Lu m b e r a n d O t h e r B u i l d i n g M a t e r i a l s $9 5 , 7 1 4 , 7 4 0 $6 7 , 0 0 0 , 0 0 0 -$ 2 8 , 7 1 4 , 7 4 0 -3 0 % 52 3 Pa i n t , G l a s s a n d W a l l p a p e r $1 8 , 1 8 9 , 2 3 0 $1 1 , 4 0 0 , 0 0 0 -$ 6 , 7 8 9 , 2 3 3 -3 7 % 52 5 Ha r d w a r e S t o r e s $3 8 , 4 7 3 , 7 5 0 $1 0 , 0 0 0 , 0 0 0 -$ 2 8 , 4 7 3 , 7 5 0 -7 4 % 52 6 Re t a i l N u r s e r i e s a n d G a r d e n $2 4 , 9 8 0 , 8 4 0 $1 5 , 9 0 0 , 0 0 0 -$ 9 , 0 8 0 , 8 4 3 -3 6 % 52 7 Mo b i l e H o m e D e a l e r s $7 , 5 0 2 , 0 8 0 $0 -$ 7 , 5 0 2 , 0 8 0 -1 0 0 % 53 Ge n e r a l M e r c h a n d i s e S t o r e s $3 0 7 , 5 2 5 , 1 0 0 $2 0 0 , 0 0 0 , 0 0 0 -$ 1 0 7 , 5 2 5 , 1 0 0 -3 5 % 54 1 Gr o c e r y S t o r e s $2 7 5 , 6 2 0 , 2 0 0 $1 3 0 , 0 0 0 , 0 0 0 -$ 1 4 5 , 6 2 0 , 2 0 0 -5 3 % 54 2 Me a t a n d F i s h M a r k e t s $1 0 , 9 8 2 , 1 8 0 $0 -$ 1 0 , 9 8 2 , 1 8 0 -1 0 0 % 54 3 Fr u i t a n d V e g e t a b l e M a r k e t s $2 , 0 2 3 , 0 3 3 $0 -$ 2 , 0 2 3 , 0 3 3 -1 0 0 % 54 4 Ca n d y , N u t a n d C o n f e c t i o n S t o r e s $6 5 0 , 2 6 1 $1 0 0 , 0 0 0 -$ 5 5 0 , 2 6 1 -8 5 % 54 5 Da i r y P r o d u c t s S t o r e s $4 5 1 , 5 7 0 $0 -$ 4 5 1 , 5 7 0 -1 0 0 % 54 6 Re t a i l B a k e r i e s $3 , 5 4 0 , 3 0 8 $2 , 1 0 0 , 0 0 0 -$ 1 , 4 4 0 , 3 0 7 -4 1 % 54 9 Mi s c e l l a n e o u s F o o d S t o r e s $1 8 , 6 9 4 , 9 9 0 $5 , 7 0 0 , 0 0 0 -$ 1 2 , 9 9 4 , 9 9 0 -7 0 % 55 1 Ne w a n d U s e d C a r D e a l e r s $3 9 7 , 6 5 2 , 4 0 0 $9 0 , 9 0 0 , 0 0 0 -$ 3 0 6 , 7 5 2 , 4 0 0 -7 7 % 55 2 Us e d C a r D e a l e r s $7 4 , 9 6 0 , 5 9 0 $5 4 , 4 0 0 , 0 0 0 -$ 2 0 , 5 6 0 , 5 9 0 -2 7 % 55 3 Au t o a n d H o m e S u p p l y S t o r e s $9 5 , 0 6 4 , 4 8 0 $2 5 , 0 0 0 , 0 0 0 -$ 7 0 , 0 6 4 , 4 8 0 -7 4 % 55 4 Ga s o l i n e S e r v i c e S t a t i o n s $9 4 , 3 4 7 , 9 9 0 $1 8 5 , 0 0 0 , 0 0 0 $9 0 , 6 5 2 , 0 1 0 96 % 55 5 Bo a t D e a l e r s $2 4 , 2 7 6 , 3 9 0 $2 1 , 6 0 0 , 0 0 0 -$ 2 , 6 7 6 , 3 9 4 -1 1 % 55 6 Re c r e a t i o n a l V e h i c l e D e a l e r s $2 4 , 1 8 0 , 0 6 0 $6 0 0 , 0 0 0 -$ 2 3 , 5 8 0 , 0 6 0 -9 8 % 55 7 Mo t o r c y c l e D e a l e r s $1 0 , 3 0 7 , 8 3 0 $8 0 0 , 0 0 0 -$ 9 , 5 0 7 , 8 3 4 -9 2 % 55 9 Au t o m o t i v e D e a l e r s , N E C $3 4 , 1 1 4 , 6 0 0 $1 9 , 3 0 0 , 0 0 0 -$ 1 4 , 8 1 4 , 6 0 0 -4 3 % 56 1 Me n ’ s a n d B o y s ’ C l o t h i n g S t o r e s $3 , 0 6 4 , 6 5 4 $8 0 0 , 0 0 0 -$ 2 , 2 6 4 , 6 5 4 -7 4 % 56 2 Wo m e n ’ s C l o t h i n g S t o r e s $1 0 , 0 3 0 , 8 7 0 $6 , 2 0 0 , 0 0 0 -$ 3 , 8 3 0 , 8 7 1 -3 8 % 56 3 Wo m e n ’ s A c c e s s o r y a n d S p e c i a l t y S t o r e s $1 , 1 6 2 , 0 4 0 $1 0 0 , 0 0 0 -$ 1 , 0 6 2 , 0 4 0 -9 1 % 56 4 Ch i l d r e n ’ s a n d I n f a n t s ’ W e a r $1 , 9 2 0 , 6 7 7 $0 -$ 1 , 9 2 0 , 6 7 7 -1 0 0 % 56 5 Fa m i l y C l o t h i n g S t o r e s $1 0 , 7 1 1 , 2 4 0 $2 0 , 0 0 0 , 0 0 0 $9 , 2 8 8 , 7 6 4 87 % Su m m a r y T a b l e ( c o n t i n u e d ) 56 6 Sh o e S t o r e s $1 1 , 2 8 9 , 2 5 0 $7 , 5 0 0 , 0 0 0 -$ 3 , 7 8 9 , 2 4 6 -3 4 % 56 9 Mi s c e l l a n e o u s A p p a r e l a n d A c c e s s o r y S t o r e s $6 , 2 5 5 , 7 4 8 $9 0 0 , 0 0 0 -$ 5 , 3 5 5 , 7 4 8 -8 6 % 57 1 Ho m e F u r n i t u r e a n d F u r n i s h i n g $6 1 , 5 6 4 , 0 2 0 $2 0 , 0 0 0 , 0 0 0 -$ 4 1 , 5 6 4 , 0 2 0 -6 8 % 57 2 Ho u s e h o l d A p p l i a n c e S t o r e s $1 1 , 0 0 0 , 2 4 0 $1 4 , 5 0 0 , 0 0 0 $3 , 4 9 9 , 7 5 9 32 % 57 3 Ra d i o , T V , a n d C o m p u t e r S t o r e s $8 6 , 7 4 9 , 5 8 0 $1 1 , 0 0 0 , 0 0 0 -$ 7 5 , 7 4 9 , 5 8 0 -8 7 % 58 1 2 Ea t i n g P l a c e s $3 3 5 , 9 8 6 , 0 0 0 $1 4 2 , 1 0 0 , 0 0 0 -$ 1 9 3 , 8 8 6 , 0 0 0 -5 8 % 58 1 3 Dr i n k i n g P l a c e s $7 , 5 4 4 , 2 2 7 $3 , 3 0 0 , 0 0 0 -$ 4 , 2 4 4 , 2 2 7 -5 6 % 59 1 Dr u g S t o r e s a n d P r o p r i e t a r y $5 5 , 4 1 6 , 6 5 0 $6 6 , 0 0 0 , 0 0 0 $1 0 , 5 8 3 , 3 5 0 19 % 59 2 Li q u o r S t o r e s $8 , 7 7 2 , 4 9 6 $6 , 0 0 0 , 0 0 0 -$ 2 , 7 7 2 , 4 9 7 -3 2 % 59 3 Us e d M e r c h a n d i s e S t o r e s $1 4 , 5 7 0 , 6 5 0 $5 , 1 0 0 , 0 0 0 -$ 9 , 4 7 0 , 6 5 3 -6 5 % 59 4 1 Sp o r t i n g G o o d s , B i c y c l e a n d G u n S t o r e s $1 7 , 9 4 8 , 4 0 0 $1 7 , 0 0 0 , 0 0 0 -$ 9 4 8 , 3 9 5 -5 % 59 4 2 Bo o k S t o r e s $8 , 5 1 3 , 5 9 6 $6 0 0 , 0 0 0 -$ 7 , 9 1 3 , 5 9 7 -9 3 % 59 4 3 St a t i o n e r y S t o r e s $1 4 , 4 9 2 , 3 8 0 $1 2 , 5 0 0 , 0 0 0 -$ 1 , 9 9 2 , 3 8 1 -1 4 % 59 4 4 Je w e l r y S t o r e s $4 , 5 5 1 , 8 2 4 $2 , 4 0 0 , 0 0 0 -$ 2 , 1 5 1 , 8 2 4 -4 7 % 59 4 5 Ho b b y , T o y a n d G a m e S h o p s $1 8 , 3 9 3 , 9 4 0 $2 , 9 0 0 , 0 0 0 -$ 1 5 , 4 9 3 , 9 4 0 -8 4 % 59 4 6 Ca m e r a a n d P h o t o g r a p h y S u p p l y S t o r e s $6 9 8 , 4 2 8 $0 -$ 6 9 8 , 4 2 8 -1 0 0 % 59 4 7 Gi f t , N o v e l t y a n d S o u v e n i r S h o p s $1 1 , 2 7 1 , 1 8 0 $2 , 4 0 0 , 0 0 0 -$ 8 , 8 7 1 , 1 8 3 -7 9 % 59 4 8 Lu g g a g e a n d L e a t h e r G o o d s S t o r e s $2 2 8 , 7 9 5 $7 5 0 , 0 0 0 $5 2 1 , 2 0 5 22 8 % 59 4 9 Se w i n g , N e e d l e w o r k a n d C r a f t S t o r e s $1 , 4 6 3 , 0 8 6 $5 0 0 , 0 0 0 -$ 9 6 3 , 0 8 6 -6 6 % 59 6 No n - s t o r e R e t a i l e r s $1 4 , 2 3 3 , 4 8 0 $1 2 , 0 0 0 , 0 0 0 -$ 2 , 2 3 3 , 4 8 1 -1 6 % 59 8 Fu e l a n d I c e D e a l e r s $3 , 9 0 7 , 5 8 4 $2 0 0 , 0 0 0 -$ 3 , 7 0 7 , 5 8 4 -9 5 % 59 9 2 Fl o r i s t s $7 , 4 9 6 , 0 5 9 $2 , 7 5 0 , 0 0 0 -$ 4 , 7 4 6 , 0 5 9 -6 3 % 59 9 3 To b a c c o S t o r e s a n d S t a n d s $3 , 2 9 9 , 4 7 0 $3 0 0 , 0 0 0 -$ 2 , 9 9 9 , 4 7 0 -9 1 % 59 9 4 Ne w s D e a l e r s a n d N e w s s t a n d s $1 9 2 , 6 7 0 $3 0 0 , 0 0 0 $1 0 7 , 3 3 0 56 % 59 9 5 Op t i c a l G o o d s S t o r e s $3 , 5 8 2 , 4 5 4 $1 , 3 0 0 , 0 0 0 -$ 2 , 2 8 2 , 4 5 4 -6 4 % 59 9 9 Mi s c e l l a n e o u s R e t a i l S t o r e s , N E C $9 0 , 1 8 1 , 5 0 0 $2 4 , 0 0 0 , 0 0 0 -$ 6 6 , 1 8 1 , 5 0 0 -7 3 % T O T A L S $2 , 3 8 5 , 7 4 6 , 0 0 0 $1 , 2 2 3 , 2 0 0 , 0 0 0 $1 , 1 6 2 , 5 4 6 , 0 0 0 LE A K A G E 15 Leakage Summary SIC RETAIL SECTOR LEAKAGE AMOUNT 521 Lumber and Other Building Materials . . . . . . . . . . . . . . . . . . .-$28,714,740 523 Paint, Glass and Wallpaper . . . . . . . . . . . . . . . . . . . . . . . . -$6,789,233 525 Hardware Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$28,473,750 526 Retail Nurseries and Garden . . . . . . . . . . . . . . . . . . . . . . . -$9,080,843 527 Mobile Home Dealers . . . . . . . . . . . . . . . . . . . . . . . . . . -$7,502,080 53 General Merchandise Stores . . . . . . . . . . . . . . . . . . . . . . -$107,525,100 541 Grocery Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$145,620,200 542 Meat and Fish Markets. . . . . . . . . . . . . . . . . . . . . . . . . .-$10,982,180 543 Fruit and Vegetable Markets . . . . . . . . . . . . . . . . . . . . . . . -$2,023,033 544 Candy, Nut and Confection Stores . . . . . . . . . . . . . . . . . . . . .-$550,261 545 Dairy Products Stores . . . . . . . . . . . . . . . . . . . . . . . . . . .-$451,570 546 Retail Bakeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$1,440,307 549 Miscellaneous Food Stores . . . . . . . . . . . . . . . . . . . . . . . .-$12,994,990 551 New and Used Car Dealers . . . . . . . . . . . . . . . . . . . . . . . -$306,752,400 552 Used Car Dealers . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$20,560,590 553 Auto and Home Supply Stores . . . . . . . . . . . . . . . . . . . . . .-$70,064,480 555 Boat Dealers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$2,676,394 556 Recreational Vehicle Dealers . . . . . . . . . . . . . . . . . . . . . . .-$23,580,060 557 Motorcycle Dealers . . . . . . . . . . . . . . . . . . . . . . . . . . . -$9,507,834 559 Automotive Dealers, NEC . . . . . . . . . . . . . . . . . . . . . . . .-$14,814,600 561 Men’s and Boys’ Clothing Stores . . . . . . . . . . . . . . . . . . . . . -$2,264,654 562 Women’s Clothing Stores . . . . . . . . . . . . . . . . . . . . . . . . -$3,830,871 563 Women’s Accessory and Specialty Stores . . . . . . . . . . . . . . . . . -$1,062,040 564 Children’s and Infants’ Wear . . . . . . . . . . . . . . . . . . . . . . . -$1,920,677 566 Shoe Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$3,789,246 569 Miscellaneous Apparel and Accessory Stores . . . . . . . . . . . . . . . -$5,355,748 571 Home Furniture and Furnishing . . . . . . . . . . . . . . . . . . . . .-$41,564,020 573 Radio, TV, and Computer Stores . . . . . . . . . . . . . . . . . . . . .-$75,749,580 5812 Eating Places . . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$193,886,000 5813 Drinking Places . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$4,244,227 592 Liquor Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$2,772,497 593 Used Merchandise Stores . . . . . . . . . . . . . . . . . . . . . . . . -$9,470,653 5941 Sporting Goods, Bicycle and Gun Stores . . . . . . . . . . . . . . . . . . -$948,395 5942 Book Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$7,913,597 5943 Stationery Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$1,992,381 5944 Jewelry Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$2,151,824 5945 Hobby, Toy and Game Shops. . . . . . . . . . . . . . . . . . . . . . .-$15,493,940 5946 Camera and Photography Supply Stores . . . . . . . . . . . . . . . . . .-$698,428 5947 Gift, Novelty and Souvenir Shops . . . . . . . . . . . . . . . . . . . . . -$8,871,183 5949 Sewing, Needlework and Craft Stores . . . . . . . . . . . . . . . . . . . . -$963,086 596 Non-store Retailers . . . . . . . . . . . . . . . . . . . . . . . . . . . -$2,233,481 598 Fuel and Ice Dealers . . . . . . . . . . . . . . . . . . . . . . . . . . . -$3,707,584 5992 Florists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$4,746,059 5993 Tobacco Stores and Stands . . . . . . . . . . . . . . . . . . . . . . . -$2,999,470 5995 Optical Goods Stores . . . . . . . . . . . . . . . . . . . . . . . . . . -$2,282,454 5999 Miscellaneous Retail Stores, NEC . . . . . . . . . . . . . . . . . . . . .-$66,181,500 16 Surplus Summary SIC RETAIL SECTOR SURPLUS AMOUNT 554 Gasoline Service Stations . . . . . . . . . . . . . . . . . . . . . . . . $90,652,010 565 Family Clothing Stores . . . . . . . . . . . . . . . . . . . . . . . . . . .$9,288,764 572 Household Appliance Stores . . . . . . . . . . . . . . . . . . . . . . . .$3,499,759 591 Drug Stores and Proprietary . . . . . . . . . . . . . . . . . . . . . . . $10,583,350 5948 Luggage and Leather Goods Stores . . . . . . . . . . . . . . . . . . . . $521,205 5994 News Dealers and Newsstands . . . . . . . . . . . . . . . . . . . . . . . $107,330 17 DESCRIPTION DATA % Population 2017 Projection 218,655 2012 Estimate 203,759 2000 Census 164,242 1990 Census 138,002 Growth 2012-2017 7.31% Growth 2000-2012 24.06% Growth 1990-2000 19.01% 2012 Est. Pop by Single Race Class 203,759 White Alone 144,992 71.16 Black or African American Alone 12,823 6.29 Amer. Indian and Alaska Native Alone 12,428 6.10 Asian Alone 7,370 3.62 Native Hawaiian and Other Pac. Isl. Alone 108 0.05 Some Other Race Alone 13,246 6.50 Two or More Races 12,793 6.28 2012 Est. Pop Hisp or Latino by Origin 203,759 Not Hispanic or Latino 178,116 87.42 Hispanic or Latino: 25,643 12.58 Mexican 21,261 82.91 Puerto Rican 998 3.89 Cuban 198 0.77 All Other Hispanic or Latino 3,186 12.42 2012 Est. Hisp or Latino by Single Race Class 25,643 White Alone 9,628 37.55 Black or African American Alone 356 1.39 American Indian and Alaska Native Alone 690 2.69 Asian Alone 71 0.28 Native Hawaiian and Other Paci c Islander Alone 16 0.06 Some Other Race Alone 13,026 50.80 Two or More Races 1,855 7.23 Broken Arrow, Oklahoma Retail Trade Area Demographics 18 DESCRIPTION DATA % 2012 Est. Pop. Asian Alone Race by Cat 7,370 Chinese, except Taiwanese 533 7.23 Filipino 601 8.15 Japanese 97 1.32 Asian Indian 746 10.12 Korean 424 5.75 Vietnamese 1,772 24.04 Cambodian 11 0.15 Hmong 1,211 16.43 Laotian 707 9.59 Thai 12 0.16 All Other Asian Races Including 2+ Category 1,255 17.03 2012 Est. Population by Ancestry 203,759 Pop, Arab 414 0.20 Pop, Czech 559 0.27 Pop, Danish 221 0.11 Pop, Dutch 2,337 1.15 Pop, English 13,964 6.85 Pop, French (except Basque) 3,487 1.71 Pop, French Canadian 636 0.31 Pop, German 22,623 11.10 Pop, Greek 286 0.14 Pop, Hungarian 281 0.14 Pop, Irish 15,349 7.53 Pop, Italian 3,001 1.47 Pop, Lithuanian 54 0.03 Pop, United States or American 13,583 6.67 Pop, Norwegian 1,429 0.70 Pop, Polish 1,304 0.64 Pop, Portuguese 274 0.13 Pop, Russian 468 0.23 Pop, Scottish 2,731 1.34 Pop, Scotch-Irish 2,205 1.08 Pop, Slovak 191 0.09 Pop, Subsaharan African 828 0.41 Pop, Swedish 1,484 0.73 Pop, Swiss 231 0.11 Pop, Ukrainian 591 0.29 Pop, Welsh 650 0.32 Pop, West Indian (exc Hisp groups) 988 0.48 Pop, Other ancestries 72,150 35.41 Broken Arrow, Oklahoma Retail Trade Area Demographics 19 DESCRIPTION DATA % 2012 Est. Population by Ancestry Pop, Ancestry Unclassi ed 41,439 20.34 2012 Est. Pop Age 5+ by Language Spoken At Home 187,291 Speak Only English at Home 166,306 88.80 Speak Asian/Pac. Isl. Lang. at Home 3,408 1.82 Speak IndoEuropean Language at Home 2,823 1.51 Speak Spanish at Home 14,092 7.52 Speak Other Language at Home 662 0.35 2012 Est. Population by Sex 203,759 Male 100,796 49.47 Female 102,963 50.53 2012 Est. Population by Age 203,759 Age 0 - 4 16,468 8.08 Age 5 - 9 15,658 7.68 Age 10 - 14 14,648 7.19 Age 15 - 17 9,139 4.49 Age 18 - 20 8,113 3.98 Age 21 - 24 10,776 5.29 Age 25 - 34 29,873 14.66 Age 35 - 44 27,414 13.45 Age 45 - 54 30,576 15.01 Age 55 - 64 22,637 11.11 Age 65 - 74 11,364 5.58 Age 75 - 84 5,315 2.61 Age 85 and over 1,777 0.87 Age 16 and over 154,002 75.58 Age 18 and over 147,846 72.56 Age 21 and over 139,733 68.58 Age 65 and over 18,457 9.06 2012 Est. Median Age 34.06 2012 Est. Average Age 35 Broken Arrow, Oklahoma Retail Trade Area Demographics 20 DESCRIPTION DATA % 2012 Est. Male Population by Age 100,796 Age 0 - 4 8,383 8.32 Age 5 - 9 8,019 7.96 Age 10 - 14 7,488 7.43 Age 15 - 17 4,601 4.56 Age 18 - 20 4,247 4.21 Age 21 - 24 5,508 5.46 Age 25 - 34 15,156 15.04 Age 35 - 44 13,444 13.34 Age 45 - 54 14,932 14.81 Age 55 - 64 10,935 10.85 Age 65 - 74 5,303 5.26 Age 75 - 84 2,210 2.19 Age 85 and over 571 0.57 2012 Est. Median Age, Male 33.02 2012 Est. Average Age, Male 34.20 2012 Est. Female Population by Age 102,963 Age 0 - 4 8,085 7.85 Age 5 - 9 7,639 7.42 Age 10 - 14 7,160 6.95 Age 15 - 17 4,538 4.41 Age 18 - 20 3,866 3.75 Age 21 - 24 5,268 5.12 Age 25 - 34 14,717 14.29 Age 35 - 44 13,970 13.57 Age 45 - 54 15,644 15.19 Age 55 - 64 11,701 11.36 Age 65 - 74 6,061 5.89 Age 75 - 84 3,106 3.02 Age 85 and over 1,207 1.17 2012 Est. Median Age, Female 35.15 2012 Est. Average Age, Female 35.90 Broken Arrow, Oklahoma Retail Trade Area Demographics 21 DESCRIPTION DATA % 2012 Est. Pop Age 15+ by Marital Status 156,984 Total, Never Married 37,699 24.01 Males, Never Married 21,321 13.58 Females, Never Married 16,378 10.43 Married, Spouse present 89,419 56.96 Married, Spouse absent 6,038 3.85 Widowed 7,083 4.51 Males Widowed 1,649 1.05 Females Widowed 5,435 3.46 Divorced 16,744 10.67 Males Divorced 7,194 4.58 Females Divorced 9,551 6.08 2012 Est. Pop. Age 25+ by Edu. Attainment 128,957 Less than 9th grade 4,769 3.70 Some High School, no diploma 7,880 6.11 High School Graduate (or GED) 34,339 26.63 Some College, no degree 36,435 28.25 Associate Degree 11,364 8.81 Bachelor’s Degree 25,280 19.60 Master’s Degree 6,797 5.27 Professional School Degree 1,560 1.21 Doctorate Degree 534 0.41 2012 Est Pop Age 25+ by Edu. Attain, Hisp. or Lat 13,305 Less than 9th grade 2,755 20.71 Some High School, no diploma 2,490 18.71 High School Graduate (or GED) 3,766 28.31 Some College, no degree 1,816 13.65 Associate Degree 549 4.13 Bachelor’s Degree 1,597 12.00 Graduate or Professional Degree 330 2.48 Broken Arrow, Oklahoma Retail Trade Area Demographics 22 DESCRIPTION DATA % Households 2017 Projection 80,441 2012 Estimate 74,855 2000 Census 60,159 1990 Census 49,015 Growth 2012-2017 7.46% Growth 2000-2012 24.43% Growth 1990-2000 22.74% 2012 Est. Households by Household Type 74,855 Family Households 56,670 75.71 Nonfamily Households 18,185 24.29 2012 Est. Group Quarters Population 746 2012 HHs by Ethnicity, Hispanic/Latino 7,270 9.71 2012 Est. HHs by HH Income 74,855 Income Less than $15,000 6,127 8.19 Income $15,000 - $24,999 7,108 9.50 Income $25,000 - $34,999 8,305 11.09 Income $35,000 - $49,999 12,774 17.06 Income $50,000 - $74,999 17,246 23.04 Income $75,000 - $99,999 10,588 14.14 Income $100,000 - $124,999 6,347 8.48 Income $125,000 - $149,999 2,935 3.92 Income $150,000 - $199,999 1,916 2.56 Income $200,000 - $499,999 1,322 1.77 Income $500,000 and more 186 0.25 2012 Est. Average Household Income $65,899 2012 Est. Median Household Income $54,514 2012 Est. Per Capita Income $24,267 Broken Arrow, Oklahoma Retail Trade Area Demographics 23 DESCRIPTION DATA % 2012 Median HH Inc by Single Race Class. or Ethn White Alone 57,825 Black or African American Alone 38,750 American Indian and Alaska Native Alone 49,932 Asian Alone 56,071 Native Hawaiian and Other Paci c Islander Alone 34,509 Some Other Race Alone 38,739 Two or More Races 48,778 Hispanic or Latino 41,591 Not Hispanic or Latino 56,210 2012 Est. Family HH Type, Presence Own Children 56,670 Married-Couple Family, own children 21,314 37.61 Married-Couple Family, no own children 23,823 42.04 Male Householder, own children 2,142 3.78 Male Householder, no own children 1,609 2.84 Female Householder, own children 4,972 8.77 Female Householder, no own children 2,810 4.96 2012 Est. Households by Household Size 74,855 1-person household 14,623 19.54 2-person household 25,126 33.57 3-person household 15,024 20.07 4-person household 12,222 16.33 5-person household 5,107 6.82 6-person household 1,888 2.52 7 or more person household 864 1.15 2012 Est. Average Household Size 2.71 Broken Arrow, Oklahoma Retail Trade Area Demographics 24 DESCRIPTION DATA % 2012 Est. Households by Presence of People 74,855 Households with 1 or more People under Age 18: 29,336 39.19 Married-Couple Family 21,363 72.82 Other Family, Male Householder 2,271 7.74 Other Family, Female Householder 5,510 18.78 Nonfamily, Male Householder 129 0.44 Nonfamily, Female Householder 63 0.21 Households no People under Age 18: 45,518 60.81 Married-Couple Family 21,738 47.76 Other Family, Male Householder 1,240 2.72 Other Family, Female Householder 1,972 4.33 Nonfamily, Male Householder 10,617 23.32 Nonfamily, Female Householder 9,951 21.86 2012 Est. Households by Number of Vehicles 74,855 No Vehicles 2,276 3.04 1 Vehicle 20,796 27.78 2 Vehicles 33,586 44.87 3 Vehicles 13,181 17.61 4 Vehicles 3,872 5.17 5 or more Vehicles 1,143 1.53 2012 Est. Average Number of Vehicles 2.00 Family Households 2017 Projection 61,004 2012 Estimate 56,670 2000 Census 45,677 1990 Census 38,377 Growth 2012-2017 7.65% Growth 2000-2012 24.07% Growth 1990-2000 19.02% 2012 Est. Families by Poverty Status 56,670 2012 Families at or Above Poverty 52,554 92.74 2012 Families at or Above Poverty with Children 27,125 47.86 2012 Families Below Poverty 4,116 7.26 2012 Families Below Poverty with Children 3,499 6.17 Broken Arrow, Oklahoma Retail Trade Area Demographics 25 DESCRIPTION DATA % 2012 Est. Pop Age 16+ by Employment Status 154,002 In Armed Forces 163 0.11 Civilian - Employed 106,308 69.03 Civilian - Unemployed 4,937 3.21 Not in Labor Force 42,593 27.66 2012 Est. Civ Employed Pop 16+ Class of Worker 108,217 For-Pro t Private Workers 79,551 73.51 Non-Pro t Private Workers 7,023 6.49 Local Government Workers 6,556 6.06 State Government Workers 2,934 2.71 Federal Government Workers 1,316 1.22 Self-Emp Workers 10,718 9.90 Unpaid Family Workers 120 0.11 2012 Est. Civ Employed Pop 16+ by Occupation 108,217 Architect/Engineer 2,466 2.28 Arts/Entertain/Sports 1,340 1.24 Building Grounds Maint 3,370 3.11 Business/Financial Ops 5,051 4.67 Community/Soc Svcs 1,519 1.40 Computer/Mathematical 2,268 2.10 Construction/Extraction 7,505 6.94 Edu/Training/Library 5,562 5.14 Farm/Fish/Forestry 153 0.14 Food Prep/Serving 4,484 4.14 Health Practitioner/Tec 5,170 4.78 Healthcare Support 2,313 2.14 Maintenance Repair 4,609 4.26 Legal 724 0.67 Life/Phys/Soc Science 637 0.59 Management 11,754 10.86 O ce/Admin Support 18,335 16.94 Production 7,522 6.95 Protective Svcs 2,110 1.95 Sales/Related 12,189 11.26 Personal Care/Svc 3,346 3.09 Transportation/Moving 5,789 5.35 Broken Arrow, Oklahoma Retail Trade Area Demographics 26 DESCRIPTION DATA % 2012 Est. Pop 16+ by Occupation Classi cation 108,217 Blue Collar 25,426 23.50 White Collar 67,015 61.93 Service and Farm 15,777 14.58 2012 Est. Workers Age 16+, Transp. To Work 106,817 Drove Alone 89,942 84.20 Car Pooled 10,911 10.21 Public Transportation 305 0.29 Walked 822 0.77 Bicycle 121 0.11 Other Means 1,505 1.41 Worked at Home 3,211 3.01 2012 Est. Workers Age 16+ by Travel Time to Work * Less than 15 Minutes 26,856 15 - 29 Minutes 54,387 30 - 44 Minutes 17,317 45 - 59 Minutes 2,429 60 or more Minutes 2,417 2012 Est. Avg Travel Time to Work in Minutes 22.76 2012 Est. Tenure of Occupied Housing Units 74,855 Owner Occupied 55,474 74.11 Renter Occupied 19,381 25.89 2012 Owner Occ. HUs: Avg. Length of Residence 13.08 2012 Renter Occ. HUs: Avg. Length of Residence 5.22 Broken Arrow, Oklahoma Retail Trade Area Demographics 27 DESCRIPTION DATA % 2012 Est. All Owner-Occupied Housing Values 55,474 Value Less than $20,000 795 1.43 Value $20,000 - $39,999 1,087 1.96 Value $40,000 - $59,999 1,548 2.79 Value $60,000 - $79,999 3,547 6.39 Value $80,000 - $99,999 6,654 11.99 Value $100,000 - $149,999 19,410 34.99 Value $150,000 - $199,999 10,832 19.53 Value $200,000 - $299,999 8,399 15.14 Value $300,000 - $399,999 1,599 2.88 Value $400,000 - $499,999 823 1.48 Value $500,000 - $749,999 518 0.93 Value $750,000 - $999,999 170 0.31 Value $1,000,000 or more 93 0.17 2012 Est. Median All Owner-Occupied Housing Value $136,338 2012 Est. Housing Units by Units in Structure 80,098 1 Unit Attached 1,644 2.05 1 Unit Detached 63,010 78.67 2 Units 673 0.84 3 or 4 Units 1,852 2.31 5 to 19 Units 6,925 8.65 20 to 49 Units 1,113 1.39 50 or More Units 1,677 2.09 Mobile Home or Trailer 3,155 3.94 Boat, RV, Van, etc. 48 0.06 2012 Est. Housing Units by Year Structure Built 80,098 Housing Unit Built 2005 or later 7,193 8.98 Housing Unit Built 2000 to 2004 9,989 12.47 Housing Unit Built 1990 to 1999 13,060 16.31 Housing Unit Built 1980 to 1989 16,387 20.46 Housing Unit Built 1970 to 1979 22,807 28.47 Housing Unit Built 1960 to 1969 6,618 8.26 Housing Unit Built 1950 to 1959 2,639 3.29 Housing Unit Built 1940 to 1949 671 0.84 Housing Unit Built 1939 or Earlier 734 0.92 2012 Est. Median Year Structure Built ** 1984 Retail Trade Area Demographics Broken Arrow, Oklahoma Retail Outlook Guide Educational Attainment 2012 Estimate Graduate or Professional 6.89% Bachelor’s Degree 19.60% Associate Degree 8.81% Some College, no degree 28.25% High School Graduate 26.63% Some High School, no degree 6.11% Less than 9th grade 3.70% Race Distribution 2012 Estimate White 71.16% Black or African American 6.29% American Indian/ Alaskan 6.10% Asian 3.62% Native Hawaiian/ Islander 0.05% Other Race 6.50% Two or More Races 6.28% Hispanic or Latino (of any race) 12.58% Age Groups 2012 Estimate Under 5 Years 8.08% 5 - 14 Years 14.87% 15 - 20 Years 8.47% 21 - 24 Years 5.29% 25 - 34 Years 14.66% 35 - 44 Years 13.45% 45 - 54 Years 15.01% 55 Years and over 20.17% Distribution 2012 Estimate Median Age 34.06 Average Age 35.00 Population 1990 2000 2012 Estimate 2017 Projection Retail Trade Area 138,002 164,242 203,759 218,655 Income 2012 Estimate Average Household $65,899 Median Household $54,514 Per Capita $24,267 Broken Arrow, Oklahoma Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Primary Retail Trade Area Summary For more information, contact: 63 Appendix D: Retail Gap Sector Summaries Provided on the following pages are one-page retail gap summary “yers” which are geared towards marketing individual retail sectors with leakages to corresponding retailers and restaurants. Lumber and Other Building Materials Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $95,714,740 $67,000,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 $100,000,000 Lumber and Other Building Materials Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $28,714,740 in Lumber and Other Building Materials sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Paint, Glass and Wallpaper Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $18,189,232 $11,400,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 $20,000,000 Paint, Glass and Wallpaper Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $6,789,233 in Paint, Glass and Wallpaper sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Hardware Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $38,473,749 $10,000,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 Hardware Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $28,473,750 in Hardware Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Retail Nurseries and Garden Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $24,980,843 $15,900,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 Retail Nurseries and Garden Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $9,080,843 in Retail Nurseries and Garden sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Mobile Home Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $7,502,080 $0$0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 Mobile Home Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $7,502,080 in Mobile Home Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com General Merchandise Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $307,525,070 $200,000,000 $0 $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 $350,000,000 General Merchandise Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $107,525,100 in General Merchandise Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Grocery Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $275,620,157 $130,000,000 $0 $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 Grocery Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $145,620,200 in Grocery Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Meat and Fish Markets Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $10,982,178 $0$0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 Meat and Fish Markets Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $10,982,180 in Meat and Fish Markets sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Fruit and Vegetable Markets Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $2,023,033 $0$0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 Fruit and Vegetable Markets Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $2,023,033 in Fruit and Vegetable Markets sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Candy, Nut and Confection Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $650,261 $100,000 $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 Candy, Nut and Confection Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $550,261 in Candy, Nut and Confection Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Dairy Products Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $451,570 $0$0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 $450,000 $500,000 Dairy Products Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $451,570 in Dairy Products Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Retail Bakeries Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $3,540,307 $2,100,000 $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 Retail Bakeries Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $1,440,307 in Retail Bakeries sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Miscellaneous Food Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $18,694,991 $5,700,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 $20,000,000 Miscellaneous Food Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $12,994,990 in Miscellaneous Food Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com New and Used Car Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $397,652,385 $90,900,000 $0 $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 $350,000,000 $400,000,000 New and Used Car Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $306,752,400 in New and Used Car Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Used Car Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $74,960,590 $54,400,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 Used Car Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $20,560,590 in Used Car Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Auto and Home Supply Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $95,064,479 $25,000,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 $100,000,000 Auto and Home Supply Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $70,064,480 in Auto and Home Supply Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Boat Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $24,276,394 $21,600,000 $20,000,000 $20,500,000 $21,000,000 $21,500,000 $22,000,000 $22,500,000 $23,000,000 $23,500,000 $24,000,000 $24,500,000 Boat Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $2,676,394 in Boat Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Recreational Vehicle Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $24,180,059 $600,000$0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 Recreational Vehicle Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $23,580,060 in Recreational Vehicle Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Motorcycle Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $10,307,834 $800,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 Motorcycle Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $9,507,834 in Motorcycle Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Automotive Dealers, NEC Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $34,114,595 $19,300,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 Automotive Dealers, NEC Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $14,814,600 in Automotive Dealers, NEC sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Men’s and Boys’ Clothing Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $3,064,654 $800,000 $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 Men's and Boys' Clothing Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $2,264,654 in Men’s and Boys’ Clothing Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Women’s Clothing Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $10,030,871 $6,200,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 Women's Clothing Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $3,830,871 in Women’s Clothing Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Women’s Accessory and Specialty Stores Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $1,162,040 $100,000 $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 Women's Accessory and Specialty Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $1,062,040 in Women’s Accessory and Specialty Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Children’s and Infants’ Wear Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $1,920,677 $0$0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 $1,800,000 $2,000,000 Children's and Infants' Wear Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $1,920,677 in Children’s and Infants’ Wear sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Shoe Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $11,289,246 $7,500,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 Shoe Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $3,789,246 in Shoe Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Miscellaneous Apparel and Accessory Stores Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $6,255,747 $900,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 Miscellaneous Apparel and Accessory Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $5,355,748 in Miscellaneous Apparel and Accessory Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Home Furniture and Furnishing Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $61,564,019 $20,000,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 Home Furniture and Furnishing Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $41,564,020 in Home Furniture and Furnishing sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Radio, TV, and Computer Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $86,749,573 $11,000,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 Radio, TV, and Computer Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $75,749,580 in Radio, TV, and Computer Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Eating Places Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $335,986,011 $142,100,000 $0 $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 $350,000,000 Eating Places Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $193,886,000 in Eating Places sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Drinking Places Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $7,544,226 $3,300,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 Drinking Places Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $4,244,227 in Drinking Places sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Liquor Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $8,772,496 $6,000,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 Liquor Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $2,772,497 in Liquor Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Used Merchandise Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $14,570,653 $5,100,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 Used Merchandise Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $9,470,653 in Used Merchandise Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Sporting Goods, Bicycle and Gun Stores Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $17,948,395 $17,000,000 $16,400,000 $16,600,000 $16,800,000 $17,000,000 $17,200,000 $17,400,000 $17,600,000 $17,800,000 $18,000,000 Sporting Goods, Bicycle and Gun Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $948,395 in Sporting Goods, Bicycle and Gun Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Book Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $8,513,596 $600,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 Book Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $7,913,597 in Book Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Stationery Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $14,492,381 $12,500,000 $11,500,000 $12,000,000 $12,500,000 $13,000,000 $13,500,000 $14,000,000 $14,500,000 Stationery Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $1,992,381 in Stationery Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Jewelry Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $4,551,824 $2,400,000 $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 Jewelry Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $2,151,824 in Jewelry Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Hobby, Toy and Game Shops Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $18,393,944 $2,900,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 $20,000,000 Hobby, Toy and Game Shops Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $15,493,940 in Hobby, Toy and Game Shops sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Camera and Photography Supply Stores Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $698,428 $0$0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 Camera and Photography Supply Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $698,428 in Camera and Photography Supply Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Gift, Novelty and Souvenir Shops Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $11,271,183 $2,400,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 Gift, Novelty and Souvenir Shops Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $8,871,183 in Gift, Novelty and Souvenir Shops sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Sewing, Needlework and Craft Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $1,463,086 $500,000 $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 Sewing, Needlework and Craft Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $963,086 in Sewing, Needlework and Craft Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Non-store Retailers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $14,233,481 $12,000,000 $10,500,000 $11,000,000 $11,500,000 $12,000,000 $12,500,000 $13,000,000 $13,500,000 $14,000,000 $14,500,000 Non-store Retailers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $2,233,481 in Non-store Retailers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Fuel and Ice Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $3,907,584 $200,000$0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 Fuel and Ice Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $3,707,584 in Fuel and Ice Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Florists Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $7,496,059 $2,750,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 Florists Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $4,746,059 in Florists sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Tobacco Stores and Stands Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $3,299,470 $300,000 $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 Tobacco Stores and Stands Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $2,999,470 in Tobacco Stores and Stands sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Optical Goods Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $3,582,454 $1,300,000 $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 Optical Goods Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $2,282,454 in Optical Goods Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Miscellaneous Retail Stores, NEC Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $90,181,504 $24,000,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 $100,000,000 Miscellaneous Retail Stores, NEC Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $66,181,500 in Miscellaneous Retail Stores, NEC sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Primary Retail Trade Area Leakage Summary Retail Trade Area Population 203,759 Average Household Income $65,899 Per Capita Income $24,267 Population by Race/Ethnicity White 71.16% Black or African American 6.29% Hispanic Origin 12.58% Median Age 34.06 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Retail Gap analysis secondary Retail trade area Broken arrow, Oklahoma Prepared for Broken Arrow Economic Development Corporation Chamber of Commerce 05.03.12 Moving Beyond Data Secondary Retail Trade Area Map Broken Arrow, Oklahoma Re t a i l G a p A n a l y s i s S u m m a r y T a b l e SI C RE T A IL S E C TO R PO T E N T IAL S A L E S E S T. AC TU A L S A L E S SU RP LU S/LEA K A G E % S U RP LU S 52 1 Lu m b e r a n d O t h e r B u i l d i n g M a t e r i a l s $1 5 5 , 4 5 6 , 0 0 0 $6 7 , 0 0 0 , 0 0 0 -$ 8 8 , 4 5 5 , 9 6 0 -5 7 % 52 3 Pa i n t , G l a s s a n d W a l l p a p e r $2 9 , 5 4 2 , 2 1 0 $1 1 , 4 0 0 , 0 0 0 -$ 1 8 , 1 4 2 , 2 1 0 -6 1 % 52 5 Ha r d w a r e S t o r e s $6 2 , 4 8 7 , 4 9 0 $1 0 , 0 0 0 , 0 0 0 -$ 5 2 , 4 8 7 , 4 9 0 -8 4 % 52 6 Re t a i l N u r s e r i e s a n d G a r d e n $4 0 , 5 7 2 , 8 6 0 $1 5 , 9 0 0 , 0 0 0 -$ 2 4 , 6 7 2 , 8 6 0 -6 1 % 52 7 Mo b i l e H o m e D e a l e r s $1 2 , 1 8 4 , 5 7 0 $0 -$ 1 2 , 1 8 4 , 5 7 0 -1 0 0 % 53 Ge n e r a l M e r c h a n d i s e S t o r e s $4 9 9 , 4 6 9 , 6 0 0 $2 0 0 , 0 0 0 , 0 0 0 -$ 2 9 9 , 4 6 9 , 6 0 0 -6 0 % 54 1 Gr o c e r y S t o r e s $4 4 7 , 6 5 1 , 0 0 0 $1 3 0 , 0 0 0 , 0 0 0 -$ 3 1 7 , 6 5 1 , 0 0 0 -7 1 % 54 2 Me a t a n d F i s h M a r k e t s $1 7 , 8 3 6 , 8 0 0 $0 -$ 1 7 , 8 3 6 , 8 0 0 -1 0 0 % 54 3 Fr u i t a n d V e g e t a b l e M a r k e t s $3 , 2 8 5 , 7 2 7 $0 -$ 3 , 2 8 5 , 7 2 7 -1 0 0 % 54 4 Ca n d y , N u t a n d C o n f e c t i o n S t o r e s $1 , 0 5 6 , 1 2 7 $1 0 0 , 0 0 0 -$ 9 5 6 , 1 2 7 -9 1 % 54 5 Da i r y P r o d u c t s S t o r e s $7 3 3 , 4 2 1 $0 -$ 7 3 3 , 4 2 1 -1 0 0 % 54 6 Re t a i l B a k e r i e s $5 , 7 5 0 , 0 2 3 $2 , 1 0 0 , 0 0 0 -$ 3 , 6 5 0 , 0 2 3 -6 3 % 54 9 Mi s c e l l a n e o u s F o o d S t o r e s $3 0 , 3 6 3 , 6 4 0 $5 , 7 0 0 , 0 0 0 -$ 2 4 , 6 6 3 , 6 4 0 -8 1 % 55 1 Ne w a n d U s e d C a r D e a l e r s $6 4 5 , 8 5 0 , 8 0 0 $9 0 , 9 0 0 , 0 0 0 -$ 5 5 4 , 9 5 0 , 7 0 0 -8 6 % 55 2 Us e d C a r D e a l e r s $1 2 1 , 7 4 7 , 9 0 0 $5 4 , 4 0 0 , 0 0 0 -$ 6 7 , 3 4 7 , 9 3 0 -5 5 % 55 3 Au t o a n d H o m e S u p p l y S t o r e s $1 5 4 , 3 9 9 , 8 0 0 $2 5 , 0 0 0 , 0 0 0 -$ 1 2 9 , 3 9 9 , 8 0 0 -8 4 % 55 4 Ga s o l i n e S e r v i c e S t a t i o n s $1 5 3 , 2 3 6 , 1 0 0 $1 8 5 , 0 0 0 , 0 0 0 $3 1 , 7 6 3 , 8 6 0 21 % 55 5 Bo a t D e a l e r s $3 9 , 4 2 8 , 7 2 0 $2 1 , 6 0 0 , 0 0 0 -$ 1 7 , 8 2 8 , 7 3 0 -4 5 % 55 6 Re c r e a t i o n a l V e h i c l e D e a l e r s $3 9 , 2 7 2 , 2 6 0 $6 0 0 , 0 0 0 -$ 3 8 , 6 7 2 , 2 6 0 -9 8 % 55 7 Mo t o r c y c l e D e a l e r s $1 6 , 7 4 1 , 5 6 0 $8 0 0 , 0 0 0 -$ 1 5 , 9 4 1 , 5 6 0 -9 5 % 55 9 Au t o m o t i v e D e a l e r s , N E C $5 5 , 4 0 7 , 5 3 0 $1 9 , 3 0 0 , 0 0 0 -$ 3 6 , 1 0 7 , 5 3 0 -6 5 % 56 1 Me n ’ s a n d B o y s ’ C l o t h i n g S t o r e s $4 , 9 7 7 , 4 8 6 $8 0 0 , 0 0 0 -$ 4 , 1 7 7 , 4 8 6 -8 4 % 56 2 Wo m e n ’ s C l o t h i n g S t o r e s $1 6 , 2 9 1 , 7 3 0 $6 , 2 0 0 , 0 0 0 -$ 1 0 , 0 9 1 , 7 3 0 -6 2 % 56 3 Wo m e n ’ s A c c e s s o r y a n d S p e c i a l t y S t o r e s $1 , 8 8 7 , 3 3 7 $1 0 0 , 0 0 0 -$ 1 , 7 8 7 , 3 3 7 -9 5 % 56 4 Ch i l d r e n ’ s a n d I n f a n t s ’ W e a r $3 , 1 1 9 , 4 8 5 $0 -$ 3 , 1 1 9 , 4 8 5 -1 0 0 % 56 5 Fa m i l y C l o t h i n g S t o r e s $1 7 , 3 9 6 , 7 5 0 $2 0 , 0 0 0 , 0 0 0 $2 , 6 0 3 , 2 4 9 15 % Su m m a r y T a b l e ( c o n t i n u e d ) 56 6 Sh o e S t o r e s $1 8 , 3 3 5 , 5 3 0 $7 , 5 0 0 , 0 0 0 -$ 1 0 , 8 3 5 , 5 3 0 -5 9 % 56 9 Mi s c e l l a n e o u s A p p a r e l a n d A c c e s s o r y S t o r e s $1 0 , 1 6 0 , 3 3 0 $9 0 0 , 0 0 0 -$ 9 , 2 6 0 , 3 2 9 -9 1 % 57 1 Ho m e F u r n i t u r e a n d F u r n i s h i n g $9 9 , 9 8 9 , 7 6 0 $2 0 , 0 0 0 , 0 0 0 -$ 7 9 , 9 8 9 , 7 6 0 -8 0 % 57 2 Ho u s e h o l d A p p l i a n c e S t o r e s $1 7 , 8 6 6 , 1 4 0 $1 4 , 5 0 0 , 0 0 0 -$ 3 , 3 6 6 , 1 4 1 -1 9 % 57 3 Ra d i o , T V , a n d C o m p u t e r S t o r e s $1 4 0 , 8 9 5 , 1 0 0 $1 1 , 0 0 0 , 0 0 0 -$ 1 2 9 , 8 9 5 , 1 0 0 -9 2 % 58 1 2 Ea t i n g P l a c e s $5 4 5 , 6 9 4 , 7 0 0 $1 4 2 , 1 0 0 , 0 0 0 -$ 4 0 3 , 5 9 4 , 7 0 0 -7 4 % 58 1 3 Dr i n k i n g P l a c e s $1 2 , 2 5 3 , 0 2 0 $3 , 3 0 0 , 0 0 0 -$ 8 , 9 5 3 , 0 2 4 -7 3 % 59 1 Dr u g S t o r e s a n d P r o p r i e t a r y $9 0 , 0 0 5 , 4 6 0 $6 6 , 0 0 0 , 0 0 0 -$ 2 4 , 0 0 5 , 4 5 0 -2 7 % 59 2 Li q u o r S t o r e s $1 4 , 2 4 7 , 9 3 0 $6 , 0 0 0 , 0 0 0 -$ 8 , 2 4 7 , 9 3 0 -5 8 % 59 3 Us e d M e r c h a n d i s e S t o r e s $2 3 , 6 6 5 , 0 6 0 $5 , 1 0 0 , 0 0 0 -$ 1 8 , 5 6 5 , 0 6 0 -7 8 % 59 4 1 Sp o r t i n g G o o d s , B i c y c l e a n d G u n S t o r e s $2 9 , 1 5 1 , 0 5 0 $1 7 , 0 0 0 , 0 0 0 -$ 1 2 , 1 5 1 , 0 5 0 -4 2 % 59 4 2 Bo o k S t o r e s $1 3 , 8 2 7 , 4 4 0 $6 0 0 , 0 0 0 -$ 1 3 , 2 2 7 , 4 4 0 -9 6 % 59 4 3 St a t i o n e r y S t o r e s $2 3 , 5 3 7 , 9 3 0 $1 2 , 5 0 0 , 0 0 0 -$ 1 1 , 0 3 7 , 9 3 0 -4 7 % 59 4 4 Je w e l r y S t o r e s $7 , 3 9 2 , 8 8 6 $2 , 4 0 0 , 0 0 0 -$ 4 , 9 9 2 , 8 8 6 -6 8 % 59 4 5 Ho b b y , T o y a n d G a m e S h o p s $2 9 , 8 7 4 , 6 9 0 $2 , 9 0 0 , 0 0 0 -$ 2 6 , 9 7 4 , 6 9 0 -9 0 % 59 4 6 Ca m e r a a n d P h o t o g r a p h y S u p p l y S t o r e s $1 , 1 3 4 , 3 5 8 $0 -$ 1 , 1 3 4 , 3 5 8 -1 0 0 % 59 4 7 Gi f t , N o v e l t y a n d S o u v e n i r S h o p s $1 8 , 3 0 6 , 1 9 0 $2 , 4 0 0 , 0 0 0 -$ 1 5 , 9 0 6 , 1 9 0 -8 7 % 59 4 8 Lu g g a g e a n d L e a t h e r G o o d s S t o r e s $3 7 1 , 6 0 0 $7 5 0 , 0 0 0 $3 7 8 , 4 0 0 10 2 % 59 4 9 Se w i n g , N e e d l e w o r k a n d C r a f t S t o r e s $2 , 3 7 6 , 2 8 5 $5 0 0 , 0 0 0 -$ 1 , 8 7 6 , 2 8 5 -7 9 % 59 6 No n - s t o r e R e t a i l e r s $2 3 , 1 1 7 , 4 4 0 $1 2 , 0 0 0 , 0 0 0 -$ 1 1 , 1 1 7 , 4 4 0 -4 8 % 59 8 Fu e l a n d I c e D e a l e r s $6 , 3 4 6 , 5 3 9 $2 0 0 , 0 0 0 -$ 6 , 1 4 6 , 5 3 9 -9 7 % 59 9 2 Fl o r i s t s $1 2 , 1 7 4 , 7 9 0 $2 , 7 5 0 , 0 0 0 -$ 9 , 4 2 4 , 7 9 2 -7 7 % 59 9 3 To b a c c o S t o r e s a n d S t a n d s $5 , 3 5 8 , 8 6 5 $3 0 0 , 0 0 0 -$ 5 , 0 5 8 , 8 6 5 -9 4 % 59 9 4 Ne w s D e a l e r s a n d N e w s s t a n d s $3 1 2 , 9 2 6 $3 0 0 , 0 0 0 -$ 1 2 , 9 2 6 -4 % 59 9 5 Op t i c a l G o o d s S t o r e s $5 , 8 1 8 , 4 7 5 $1 , 3 0 0 , 0 0 0 -$ 4 , 5 1 8 , 4 7 5 -7 8 % 59 9 9 Mi s c e l l a n e o u s R e t a i l S t o r e s , N E C $1 4 6 , 4 6 9 , 1 0 0 $2 4 , 0 0 0 , 0 0 0 -$ 1 2 2 , 4 6 9 , 1 0 0 -8 4 % T O T A L S $3 , 8 7 4 , 8 3 0 , 0 0 0 $1 , 2 2 3 , 2 0 0 , 0 0 0 $2 , 6 5 1 , 6 3 0 , 0 0 0 LE A K A G E 15 Leakage Summary SIC RETAIL SECTOR LEAKAGE AMOUNT 521 Lumber and Other Building Materials . . . . . . . . . . . . . . . . . . .-$88,455,960 523 Paint, Glass and Wallpaper . . . . . . . . . . . . . . . . . . . . . . . .-$18,142,210 525 Hardware Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$52,487,490 526 Retail Nurseries and Garden . . . . . . . . . . . . . . . . . . . . . . .-$24,672,860 527 Mobile Home Dealers . . . . . . . . . . . . . . . . . . . . . . . . . .-$12,184,570 53 General Merchandise Stores . . . . . . . . . . . . . . . . . . . . . . -$299,469,600 541 Grocery Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$317,651,000 542 Meat and Fish Markets. . . . . . . . . . . . . . . . . . . . . . . . . .-$17,836,800 543 Fruit and Vegetable Markets . . . . . . . . . . . . . . . . . . . . . . . -$3,285,727 544 Candy, Nut and Confection Stores . . . . . . . . . . . . . . . . . . . . .-$956,127 545 Dairy Products Stores . . . . . . . . . . . . . . . . . . . . . . . . . . .-$733,421 546 Retail Bakeries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$3,650,023 549 Miscellaneous Food Stores . . . . . . . . . . . . . . . . . . . . . . . .-$24,663,640 551 New and Used Car Dealers . . . . . . . . . . . . . . . . . . . . . . . -$554,950,700 552 Used Car Dealers . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$67,347,930 553 Auto and Home Supply Stores . . . . . . . . . . . . . . . . . . . . . -$129,399,800 555 Boat Dealers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$17,828,730 556 Recreational Vehicle Dealers . . . . . . . . . . . . . . . . . . . . . . .-$38,672,260 557 Motorcycle Dealers . . . . . . . . . . . . . . . . . . . . . . . . . . .-$15,941,560 559 Automotive Dealers, NEC . . . . . . . . . . . . . . . . . . . . . . . .-$36,107,530 561 Men’s and Boys’ Clothing Stores . . . . . . . . . . . . . . . . . . . . . -$4,177,486 562 Women’s Clothing Stores . . . . . . . . . . . . . . . . . . . . . . . .-$10,091,730 563 Women’s Accessory and Specialty Stores . . . . . . . . . . . . . . . . . -$1,787,337 564 Children’s and Infants’ Wear . . . . . . . . . . . . . . . . . . . . . . . -$3,119,485 566 Shoe Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$10,835,530 569 Miscellaneous Apparel and Accessory Stores . . . . . . . . . . . . . . . -$9,260,329 571 Home Furniture and Furnishing . . . . . . . . . . . . . . . . . . . . .-$79,989,760 572 Household Appliance Stores . . . . . . . . . . . . . . . . . . . . . . . -$3,366,141 573 Radio, TV, and Computer Stores . . . . . . . . . . . . . . . . . . . . -$129,895,100 5812 Eating Places . . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$403,594,700 5813 Drinking Places . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$8,953,024 591 Drug Stores and Proprietary . . . . . . . . . . . . . . . . . . . . . . .-$24,005,450 592 Liquor Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$8,247,930 593 Used Merchandise Stores . . . . . . . . . . . . . . . . . . . . . . . .-$18,565,060 5941 Sporting Goods, Bicycle and Gun Stores . . . . . . . . . . . . . . . . .-$12,151,050 5942 Book Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$13,227,440 5943 Stationery Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . .-$11,037,930 5944 Jewelry Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$4,992,886 5945 Hobby, Toy and Game Shops. . . . . . . . . . . . . . . . . . . . . . .-$26,974,690 5946 Camera and Photography Supply Stores . . . . . . . . . . . . . . . . . -$1,134,358 5947 Gift, Novelty and Souvenir Shops . . . . . . . . . . . . . . . . . . . . .-$15,906,190 5949 Sewing, Needlework and Craft Stores . . . . . . . . . . . . . . . . . . . -$1,876,285 596 Non-store Retailers . . . . . . . . . . . . . . . . . . . . . . . . . . .-$11,117,440 598 Fuel and Ice Dealers . . . . . . . . . . . . . . . . . . . . . . . . . . . -$6,146,539 5992 Florists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -$9,424,792 5993 Tobacco Stores and Stands . . . . . . . . . . . . . . . . . . . . . . . -$5,058,865 5994 News Dealers and Newsstands . . . . . . . . . . . . . . . . . . . . . . . .-$12,926 5995 Optical Goods Stores . . . . . . . . . . . . . . . . . . . . . . . . . . -$4,518,475 5999 Miscellaneous Retail Stores, NEC . . . . . . . . . . . . . . . . . . . . -$122,469,100 16 Surplus Summary SIC RETAIL SECTOR SURPLUS AMOUNT 554 Gasoline Service Stations . . . . . . . . . . . . . . . . . . . . . . . . $31,763,860 565 Family Clothing Stores . . . . . . . . . . . . . . . . . . . . . . . . . . .$2,603,249 5948 Luggage and Leather Goods Stores . . . . . . . . . . . . . . . . . . . . $378,400 17 DESCRIPTION DATA % Population 2017 Projection 351,044 2012 Estimate 331,634 2000 Census 281,228 1990 Census 240,127 Growth 2012-2017 5.85% Growth 2000-2012 17.92% Growth 1990-2000 17.12% 2012 Est. Pop by Single Race Class 331,634 White Alone 233,082 70.28 Black or African American Alone 22,903 6.91 Amer. Indian and Alaska Native Alone 21,006 6.33 Asian Alone 10,452 3.15 Native Hawaiian and Other Pac. Isl. Alone 192 0.06 Some Other Race Alone 23,037 6.95 Two or More Races 20,961 6.32 2012 Est. Pop Hisp or Latino by Origin 331,634 Not Hispanic or Latino 289,181 87.20 Hispanic or Latino: 42,453 12.80 Mexican 34,982 82.40 Puerto Rican 1,479 3.48 Cuban 325 0.77 All Other Hispanic or Latino 5,666 13.35 2012 Est. Hisp or Latino by Single Race Class 42,453 White Alone 15,001 35.34 Black or African American Alone 549 1.29 American Indian and Alaska Native Alone 1,067 2.51 Asian Alone 103 0.24 Native Hawaiian and Other Paci c Islander Alone 27 0.06 Some Other Race Alone 22,713 53.50 Two or More Races 2,992 7.05 Broken Arrow, Oklahoma Retail Trade Area Demographics 18 DESCRIPTION DATA % 2012 Est. Pop. Asian Alone Race by Cat 10,452 Chinese, except Taiwanese 1,057 10.11 Filipino 822 7.86 Japanese 178 1.70 Asian Indian 1,581 15.13 Korean 612 5.86 Vietnamese 2,227 21.31 Cambodian 13 0.12 Hmong 1,395 13.35 Laotian 798 7.63 Thai 20 0.19 All Other Asian Races Including 2+ Category 1,750 16.74 2012 Est. Population by Ancestry 331,634 Pop, Arab 1,033 0.31 Pop, Czech 859 0.26 Pop, Danish 429 0.13 Pop, Dutch 3,860 1.16 Pop, English 23,445 7.07 Pop, French (except Basque) 5,785 1.74 Pop, French Canadian 989 0.30 Pop, German 38,318 11.55 Pop, Greek 533 0.16 Pop, Hungarian 379 0.11 Pop, Irish 26,154 7.89 Pop, Italian 5,034 1.52 Pop, Lithuanian 93 0.03 Pop, United States or American 23,112 6.97 Pop, Norwegian 2,358 0.71 Pop, Polish 2,195 0.66 Pop, Portuguese 317 0.10 Pop, Russian 935 0.28 Pop, Scottish 4,585 1.38 Pop, Scotch-Irish 3,884 1.17 Pop, Slovak 271 0.08 Pop, Subsaharan African 1,117 0.34 Pop, Swedish 2,396 0.72 Pop, Swiss 375 0.11 Pop, Ukrainian 662 0.20 Pop, Welsh 1,074 0.32 Pop, West Indian (exc Hisp groups) 1,481 0.45 Pop, Other ancestries 119,750 36.11 Broken Arrow, Oklahoma Retail Trade Area Demographics 19 DESCRIPTION DATA % 2012 Est. Population by Ancestry Pop, Ancestry Unclassi ed 60,211 18.16 2012 Est. Pop Age 5+ by Language Spoken At Home 305,389 Speak Only English at Home 270,667 88.63 Speak Asian/Pac. Isl. Lang. at Home 4,895 1.60 Speak IndoEuropean Language at Home 4,748 1.55 Speak Spanish at Home 23,776 7.79 Speak Other Language at Home 1,302 0.43 2012 Est. Population by Sex 331,634 Male 163,649 49.35 Female 167,985 50.65 2012 Est. Population by Age 331,634 Age 0 - 4 26,245 7.91 Age 5 - 9 24,755 7.46 Age 10 - 14 22,874 6.90 Age 15 - 17 13,853 4.18 Age 18 - 20 12,672 3.82 Age 21 - 24 16,897 5.10 Age 25 - 34 49,504 14.93 Age 35 - 44 44,342 13.37 Age 45 - 54 47,546 14.34 Age 55 - 64 37,044 11.17 Age 65 - 74 20,612 6.22 Age 75 - 84 11,323 3.41 Age 85 and over 3,965 1.20 Age 16 and over 253,222 76.36 Age 18 and over 243,906 73.55 Age 21 and over 231,234 69.73 Age 65 and over 35,900 10.83 2012 Est. Median Age 34.80 2012 Est. Average Age 36 Broken Arrow, Oklahoma Retail Trade Area Demographics 20 DESCRIPTION DATA % 2012 Est. Male Population by Age 163,649 Age 0 - 4 13,368 8.17 Age 5 - 9 12,712 7.77 Age 10 - 14 11,720 7.16 Age 15 - 17 6,988 4.27 Age 18 - 20 6,650 4.06 Age 21 - 24 8,557 5.23 Age 25 - 34 25,178 15.39 Age 35 - 44 22,183 13.56 Age 45 - 54 23,229 14.19 Age 55 - 64 17,680 10.80 Age 65 - 74 9,459 5.78 Age 75 - 84 4,658 2.85 Age 85 and over 1,268 0.77 2012 Est. Median Age, Male 33.67 2012 Est. Average Age, Male 34.90 2012 Est. Female Population by Age 167,985 Age 0 - 4 12,877 7.67 Age 5 - 9 12,043 7.17 Age 10 - 14 11,154 6.64 Age 15 - 17 6,865 4.09 Age 18 - 20 6,022 3.58 Age 21 - 24 8,341 4.97 Age 25 - 34 24,326 14.48 Age 35 - 44 22,159 13.19 Age 45 - 54 24,317 14.48 Age 55 - 64 19,364 11.53 Age 65 - 74 11,154 6.64 Age 75 - 84 6,664 3.97 Age 85 and over 2,697 1.61 2012 Est. Median Age, Female 36.07 2012 Est. Average Age, Female 37 Broken Arrow, Oklahoma Retail Trade Area Demographics 21 DESCRIPTION DATA % 2012 Est. Pop Age 15+ by Marital Status 257,759 Total, Never Married 66,093 25.64 Males, Never Married 37,363 14.50 Females, Never Married 28,730 11.15 Married, Spouse present 137,704 53.42 Married, Spouse absent 10,965 4.25 Widowed 13,890 5.39 Males Widowed 2,870 1.11 Females Widowed 11,020 4.28 Divorced 29,108 11.29 Males Divorced 12,145 4.71 Females Divorced 16,963 6.58 2012 Est. Pop. Age 25+ by Edu. Attainment 214,336 Less than 9th grade 9,474 4.42 Some High School, no diploma 13,644 6.37 High School Graduate (or GED) 57,782 26.96 Some College, no degree 57,816 26.97 Associate Degree 17,534 8.18 Bachelor’s Degree 41,746 19.48 Master’s Degree 12,224 5.70 Professional School Degree 2,908 1.36 Doctorate Degree 1,207 0.56 2012 Est Pop Age 25+ by Edu. Attain, Hisp. or Lat 22,169 Less than 9th grade 5,427 24.48 Some High School, no diploma 3,738 16.86 High School Graduate (or GED) 6,368 28.72 Some College, no degree 2,958 13.34 Associate Degree 933 4.21 Bachelor’s Degree 2,260 10.19 Graduate or Professional Degree 485 2.19 Broken Arrow, Oklahoma Retail Trade Area Demographics 22 DESCRIPTION DATA % Households 2017 Projection 134,674 2012 Estimate 127,040 2000 Census 108,593 1990 Census 91,130 Growth 2012-2017 6.01% Growth 2000-2012 16.99% Growth 1990-2000 19.16% 2012 Est. Households by Household Type 127,040 Family Households 90,524 71.26 Nonfamily Households 36,516 28.74 2012 Est. Group Quarters Population 1,556 2012 HHs by Ethnicity, Hispanic/Latino 12,205 9.61 2012 Est. HHs by HH Income 127,040 Income Less than $15,000 12,987 10.22 Income $15,000 - $24,999 13,826 10.88 Income $25,000 - $34,999 14,883 11.72 Income $35,000 - $49,999 21,818 17.17 Income $50,000 - $74,999 27,214 21.42 Income $75,000 - $99,999 16,278 12.81 Income $100,000 - $124,999 9,611 7.57 Income $125,000 - $149,999 4,657 3.67 Income $150,000 - $199,999 3,148 2.48 Income $200,000 - $499,999 2,262 1.78 Income $500,000 and more 357 0.28 2012 Est. Average Household Income $63,023 2012 Est. Median Household Income $50,006 2012 Est. Per Capita Income $24,216 Broken Arrow, Oklahoma Retail Trade Area Demographics 23 DESCRIPTION DATA % 2012 Median HH Inc by Single Race Class. or Ethn White Alone 53,762 Black or African American Alone 34,655 American Indian and Alaska Native Alone 47,524 Asian Alone 55,604 Native Hawaiian and Other Paci c Islander Alone 31,846 Some Other Race Alone 36,319 Two or More Races 44,594 Hispanic or Latino 37,595 Not Hispanic or Latino 51,829 2012 Est. Family HH Type, Presence Own Children 90,524 Married-Couple Family, own children 31,926 35.27 Married-Couple Family, no own children 37,963 41.94 Male Householder, own children 3,544 3.91 Male Householder, no own children 2,982 3.29 Female Householder, own children 8,761 9.68 Female Householder, no own children 5,349 5.91 2012 Est. Households by Household Size 127,040 1-person household 29,408 23.15 2-person household 43,082 33.91 3-person household 23,596 18.57 4-person household 18,597 14.64 5-person household 8,028 6.32 6-person household 2,958 2.33 7 or more person household 1,371 1.08 2012 Est. Average Household Size 2.60 Broken Arrow, Oklahoma Retail Trade Area Demographics 24 DESCRIPTION DATA % 2012 Est. Households by Presence of People 127,040 Households with 1 or more People under Age 18: 45,673 35.95 Married-Couple Family 31,979 70.02 Other Family, Male Householder 3,796 8.31 Other Family, Female Householder 9,606 21.03 Nonfamily, Male Householder 172 0.38 Nonfamily, Female Householder 119 0.26 Households no People under Age 18: 81,368 64.05 Married-Couple Family 34,791 42.76 Other Family, Male Householder 2,433 2.99 Other Family, Female Householder 3,986 4.90 Nonfamily, Male Householder 19,315 23.74 Nonfamily, Female Householder 20,843 25.62 2012 Est. Households by Number of Vehicles 127,040 No Vehicles 5,980 4.71 1 Vehicle 39,610 31.18 2 Vehicles 53,507 42.12 3 Vehicles 20,341 16.01 4 Vehicles 5,819 4.58 5 or more Vehicles 1,782 1.40 2012 Est. Average Number of Vehicles 1.90 Family Households 2017 Projection 96,288 2012 Estimate 90,524 2000 Census 77,238 1990 Census 67,225 Growth 2012-2017 6.37% Growth 2000-2012 17.20% Growth 1990-2000 14.89% 2012 Est. Families by Poverty Status 90,524 2012 Families at or Above Poverty 82,611 91.26 2012 Families at or Above Poverty with Children 40,852 45.13 2012 Families Below Poverty 7,913 8.74 2012 Families Below Poverty with Children 6,724 7.43 Broken Arrow, Oklahoma Retail Trade Area Demographics 25 DESCRIPTION DATA % 2012 Est. Pop Age 16+ by Employment Status 253,222 In Armed Forces 282 0.11 Civilian - Employed 168,118 66.39 Civilian - Unemployed 8,915 3.52 Not in Labor Force 75,908 29.98 2012 Est. Civ Employed Pop 16+ Class of Worker 171,857 For-Pro t Private Workers 126,040 73.34 Non-Pro t Private Workers 11,456 6.67 Local Government Workers 9,862 5.74 State Government Workers 4,907 2.86 Federal Government Workers 1,995 1.16 Self-Emp Workers 17,362 10.10 Unpaid Family Workers 235 0.14 2012 Est. Civ Employed Pop 16+ by Occupation 171,857 Architect/Engineer 3,744 2.18 Arts/Entertain/Sports 2,189 1.27 Building Grounds Maint 5,353 3.11 Business/Financial Ops 7,804 4.54 Community/Soc Svcs 2,604 1.52 Computer/Mathematical 3,583 2.08 Construction/Extraction 12,462 7.25 Edu/Training/Library 8,776 5.11 Farm/Fish/Forestry 257 0.15 Food Prep/Serving 8,478 4.93 Health Practitioner/Tec 8,560 4.98 Healthcare Support 3,605 2.10 Maintenance Repair 7,073 4.12 Legal 1,298 0.76 Life/Phys/Soc Science 949 0.55 Management 17,606 10.24 O ce/Admin Support 27,762 16.15 Production 11,757 6.84 Protective Svcs 3,150 1.83 Sales/Related 20,948 12.19 Personal Care/Svc 5,331 3.10 Transportation/Moving 8,569 4.99 Broken Arrow, Oklahoma Retail Trade Area Demographics 26 DESCRIPTION DATA % 2012 Est. Pop 16+ by Occupation Classi cation 171,857 Blue Collar 39,861 23.19 White Collar 105,823 61.58 Service and Farm 26,174 15.23 2012 Est. Workers Age 16+, Transp. To Work 169,397 Drove Alone 141,310 83.42 Car Pooled 17,534 10.35 Public Transportation 531 0.31 Walked 1,784 1.05 Bicycle 342 0.20 Other Means 2,358 1.39 Worked at Home 5,538 3.27 2012 Est. Workers Age 16+ by Travel Time to Work * Less than 15 Minutes 46,250 15 - 29 Minutes 82,730 30 - 44 Minutes 26,050 45 - 59 Minutes 4,691 60 or more Minutes 4,110 2012 Est. Avg Travel Time to Work in Minutes 22.53 2012 Est. Tenure of Occupied Housing Units 127,040 Owner Occupied 85,673 67.44 Renter Occupied 41,367 32.56 2012 Owner Occ. HUs: Avg. Length of Residence 14.24 2012 Renter Occ. HUs: Avg. Length of Residence 5.29 Broken Arrow, Oklahoma Retail Trade Area Demographics 27 DESCRIPTION DATA % 2012 Est. All Owner-Occupied Housing Values 85,673 Value Less than $20,000 1,337 1.56 Value $20,000 - $39,999 1,974 2.30 Value $40,000 - $59,999 3,291 3.84 Value $60,000 - $79,999 6,164 7.19 Value $80,000 - $99,999 10,377 12.11 Value $100,000 - $149,999 28,626 33.41 Value $150,000 - $199,999 16,042 18.72 Value $200,000 - $299,999 12,604 14.71 Value $300,000 - $399,999 2,528 2.95 Value $400,000 - $499,999 1,325 1.55 Value $500,000 - $749,999 960 1.12 Value $750,000 - $999,999 247 0.29 Value $1,000,000 or more 198 0.23 2012 Est. Median All Owner-Occupied Housing Value $134,397 2012 Est. Housing Units by Units in Structure 137,666 1 Unit Attached 3,215 2.34 1 Unit Detached 97,608 70.90 2 Units 1,819 1.32 3 or 4 Units 5,083 3.69 5 to 19 Units 15,547 11.29 20 to 49 Units 3,432 2.49 50 or More Units 4,691 3.41 Mobile Home or Trailer 6,144 4.46 Boat, RV, Van, etc. 128 0.09 2012 Est. Housing Units by Year Structure Built 137,666 Housing Unit Built 2005 or later 9,208 6.69 Housing Unit Built 2000 to 2004 14,378 10.44 Housing Unit Built 1990 to 1999 22,069 16.03 Housing Unit Built 1980 to 1989 27,316 19.84 Housing Unit Built 1970 to 1979 36,722 26.67 Housing Unit Built 1960 to 1969 16,547 12.02 Housing Unit Built 1950 to 1959 7,645 5.55 Housing Unit Built 1940 to 1949 1,999 1.45 Housing Unit Built 1939 or Earlier 1,783 1.30 2012 Est. Median Year Structure Built ** 1982 Retail Trade Area Demographics Broken Arrow, Oklahoma 28 Acknowledgements The observations, conclusions and recommendations contained in this study are solely those of The Retail Coach, LLC and should not be construed to represent the opinions of others, including its clients, or any other entity prior to such entity’s express approval of this study. Sources used in completing this study include: infoUSA™, Applied Geographic Solutions, Nielsen 2011/2012, ESRI 2011/2012, U.S. Census Bureau, Economy.com, International Council of Shopping Centers, and/or U.S. Bureau of Labor and Statistics. To better represent current data, where applicable, portions of estimated actual sales may be calculated using an average sales per square foot model. Mapping data is provided by MapInfo, Nielsen, ESRI and/or Microsoft Corporation. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Retail Outlook Guide Educational Attainment 2012 Estimate Graduate or Professional 7.62% Bachelor’s Degree 19.48% Associate Degree 8.18% Some College, no degree 26.97% High School Graduate 26.96% Some High School, no degree 6.37% Less than 9th grade 4.42% Race Distribution 2012 Estimate White 70.28% Black or African American 6.91% American Indian/ Alaskan 6.33% Asian 3.15% Native Hawaiian/ Islander 0.06% Other Race 6.95% Two or More Races 6.32% Hispanic or Latino (of any race) 12.80% Age Groups 2012 Estimate Under 5 Years 7.91% 5 - 14 Years 14.36% 15 - 20 Years 8.00% 21 - 24 Years 5.10% 25 - 34 Years 14.93% 35 - 44 Years 13.37% 45 - 54 Years 14.34% 55 Years and over 22.00% Distribution 2012 Estimate Median Age 34.80 Average Age 36.00 Population 1990 2000 2012 Estimate 2017 Projection Retail Trade Area 240,127 281,228 331,634 351,044 Income 2012 Estimate Average Household $63,023 Median Household $50,006 Per Capita $24,216 Broken Arrow, Oklahoma Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Secondary Retail Trade Area Summary For more information, contact: 63 Appendix D: Retail Gap Sector Summaries Provided on the following pages are one-page retail gap summary “yers” which are geared towards marketing individual retail sectors with leakages to corresponding retailers and restaurants. Lumber and Other Building Materials Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $155,455,964 $67,000,000 $0 $20,000,000 $40,000,000 $60,000,000 $80,000,000 $100,000,000 $120,000,000 $140,000,000 $160,000,000 Lumber and Other Building Materials Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $88,455,960 in Lumber and Other Building Materials sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Paint, Glass and Wallpaper Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $29,542,207 $11,400,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 Paint, Glass and Wallpaper Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $18,142,210 in Paint, Glass and Wallpaper sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Hardware Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $62,487,489 $10,000,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 Hardware Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $52,487,490 in Hardware Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Retail Nurseries and Garden Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $40,572,862 $15,900,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 $45,000,000 Retail Nurseries and Garden Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $24,672,860 in Retail Nurseries and Garden sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Mobile Home Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $12,184,571 $0$0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 Mobile Home Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $12,184,570 in Mobile Home Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com General Merchandise Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $499,469,637 $200,000,000 $0 $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 $350,000,000 $400,000,000 $450,000,000 $500,000,000 General Merchandise Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $299,469,600 in General Merchandise Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Grocery Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $447,650,982 $130,000,000 $0 $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 $350,000,000 $400,000,000 $450,000,000 Grocery Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $317,651,000 in Grocery Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Meat and Fish Markets Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $17,836,804 $0$0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 Meat and Fish Markets Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $17,836,800 in Meat and Fish Markets sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Fruit and Vegetable Markets Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $3,285,727 $0$0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 Fruit and Vegetable Markets Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $3,285,727 in Fruit and Vegetable Markets sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Candy, Nut and Confection Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $1,056,127 $100,000 $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 Candy, Nut and Confection Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $956,127 in Candy, Nut and Confection Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Dairy Products Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $733,421 $0$0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 Dairy Products Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $733,421 in Dairy Products Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Retail Bakeries Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $5,750,022 $2,100,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 Retail Bakeries Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $3,650,023 in Retail Bakeries sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Miscellaneous Food Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $30,363,639 $5,700,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 Miscellaneous Food Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $24,663,640 in Miscellaneous Food Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com New and Used Car Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $645,850,735 $90,900,000 $0 $100,000,000 $200,000,000 $300,000,000 $400,000,000 $500,000,000 $600,000,000 $700,000,000 New and Used Car Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $554,950,700 in New and Used Car Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Used Car Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $121,747,924 $54,400,000 $0 $20,000,000 $40,000,000 $60,000,000 $80,000,000 $100,000,000 $120,000,000 $140,000,000 Used Car Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $67,347,930 in Used Car Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Auto and Home Supply Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $154,399,837 $25,000,000 $0 $20,000,000 $40,000,000 $60,000,000 $80,000,000 $100,000,000 $120,000,000 $140,000,000 $160,000,000 Auto and Home Supply Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $129,399,800 in Auto and Home Supply Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Boat Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $39,428,725 $21,600,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 Boat Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $17,828,730 in Boat Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Recreational Vehicle Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $39,272,262 $600,000$0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 Recreational Vehicle Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $38,672,260 in Recreational Vehicle Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Motorcycle Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $16,741,562 $800,000$0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 Motorcycle Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $15,941,560 in Motorcycle Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Automotive Dealers, NEC Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $55,407,529 $19,300,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 Automotive Dealers, NEC Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $36,107,530 in Automotive Dealers, NEC sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Men’s and Boys’ Clothing Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $4,977,485 $800,000 $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 Men's and Boys' Clothing Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $4,177,486 in Men’s and Boys’ Clothing Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Women’s Clothing Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $16,291,730 $6,200,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 Women's Clothing Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $10,091,730 in Women’s Clothing Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Women’s Accessory and Specialty Stores Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $1,887,337 $100,000$0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 $1,800,000 $2,000,000 Women's Accessory and Specialty Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $1,787,337 in Women’s Accessory and Specialty Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Children’s and Infants’ Wear Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $3,119,485 $0$0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 Children's and Infants' Wear Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $3,119,485 in Children’s and Infants’ Wear sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Shoe Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $18,335,531 $7,500,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 $20,000,000 Shoe Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $10,835,530 in Shoe Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Miscellaneous Apparel and Accessory Stores Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $10,160,329 $900,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 Miscellaneous Apparel and Accessory Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $9,260,329 in Miscellaneous Apparel and Accessory Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Home Furniture and Furnishing Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $99,989,761 $20,000,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 $100,000,000 Home Furniture and Furnishing Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $79,989,760 in Home Furniture and Furnishing sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Household Appliance Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $17,866,141 $14,500,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 Household Appliance Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $3,366,141 in Household Appliance Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Radio, TV, and Computer Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $140,895,108 $11,000,000 $0 $20,000,000 $40,000,000 $60,000,000 $80,000,000 $100,000,000 $120,000,000 $140,000,000 $160,000,000 Radio, TV, and Computer Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $129,895,100 in Radio, TV, and Computer Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Eating Places Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $545,694,732 $142,100,000 $0 $100,000,000 $200,000,000 $300,000,000 $400,000,000 $500,000,000 $600,000,000 Eating Places Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $403,594,700 in Eating Places sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Drinking Places Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $12,253,024 $3,300,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 Drinking Places Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $8,953,024 in Drinking Places sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Drug Stores and Proprietary Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $90,005,453 $66,000,000 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 $100,000,000 Drug Stores and Proprietary Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $24,005,450 in Drug Stores and Proprietary sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Liquor Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $14,247,930 $6,000,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 Liquor Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $8,247,930 in Liquor Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Used Merchandise Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $23,665,058 $5,100,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 Used Merchandise Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $18,565,060 in Used Merchandise Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Sporting Goods, Bicycle and Gun Stores Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $29,151,049 $17,000,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 Sporting Goods, Bicycle and Gun Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $12,151,050 in Sporting Goods, Bicycle and Gun Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Book Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $13,827,435 $600,000$0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 Book Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $13,227,440 in Book Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Stationery Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $23,537,932 $12,500,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 Stationery Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $11,037,930 in Stationery Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Jewelry Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $7,392,886 $2,400,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 Jewelry Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $4,992,886 in Jewelry Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Hobby, Toy and Game Shops Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $29,874,691 $2,900,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 Hobby, Toy and Game Shops Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $26,974,690 in Hobby, Toy and Game Shops sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Camera and Photography Supply Stores Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $1,134,358 $0$0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 Camera and Photography Supply Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $1,134,358 in Camera and Photography Supply Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Gift, Novelty and Souvenir Shops Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $18,306,194 $2,400,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 $20,000,000 Gift, Novelty and Souvenir Shops Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $15,906,190 in Gift, Novelty and Souvenir Shops sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Sewing, Needlework and Craft Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $2,376,285 $500,000 $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 Sewing, Needlework and Craft Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $1,876,285 in Sewing, Needlework and Craft Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Non-store Retailers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $23,117,437 $12,000,000 $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 Non-store Retailers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $11,117,440 in Non-store Retailers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Fuel and Ice Dealers Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $6,346,538 $200,000$0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 Fuel and Ice Dealers Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $6,146,539 in Fuel and Ice Dealers sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Florists Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $12,174,792 $2,750,000 $0 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 Florists Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $9,424,792 in Florists sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Tobacco Stores and Stands Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $5,358,864 $300,000$0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 Tobacco Stores and Stands Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $5,058,865 in Tobacco Stores and Stands sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com News Dealers and Newsstands Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $312,926 $300,000 $292,000 $294,000 $296,000 $298,000 $300,000 $302,000 $304,000 $306,000 $308,000 $310,000 $312,000 $314,000 News Dealers and Newsstands Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $12,926 in News Dealers and Newsstands sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Optical Goods Stores Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $5,818,475 $1,300,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 Optical Goods Stores Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $4,518,475 in Optical Goods Stores sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Miscellaneous Retail Stores, NEC Opportunity Broken Arrow, Oklahoma For more information, contact: April 2012. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Prepared by The Retail Coach, LLC, a national retail consulting and market research rm. 662.844.2155. Potential Sales Est. Actual Sales $146,469,109 $24,000,000 $0 $20,000,000 $40,000,000 $60,000,000 $80,000,000 $100,000,000 $120,000,000 $140,000,000 $160,000,000 Miscellaneous Retail Stores, NEC Retail Trade Area Demographics Sources: The Retail Coach, LLC | U.S. Census Bureau | Nielsen 2011, 2012 Broken Arrow, Oklahoma is leaking approximately $122,469,100 in Miscellaneous Retail Stores, NEC sales. Retail leakage occurs when actual sales within a retail trade area are less than its potential sales. Retail surplus, on the other hand, occurs when actual sales within a retail trade area are greater than its potential sales. Retail leakage and surplus gures are used to identify the relative health of a community’s retail market. Broken Arrow, Oklahoma Secondary Retail Trade Area Leakage Summary Retail Trade Area Population 331,634 Average Household Income $63,023 Per Capita Income $24,216 Population by Race/Ethnicity White 70.28% Black or African American 6.91% Hispanic Origin 12.80% Median Age 34.80 Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com Moving Beyond Data PSYCHOGRAPHIC PROFILE Primary Retail Trade Area Broken Arrow, Oklahoma Prepared for Broken Arrow Economic Development Corporation Chamber of Commerce 04.17.12 The Retail Coach, LLC | P.O. Box 7272 | Tupelo, MS 38802-7272 tel 662.844.2155 | fax 662.844.2738 | info@theretailcoach.net Contact Information Warren Unsicker, CEcD VP of Economic Development Broken Arrow Chamber of Commerce p 918-893-2113 c 918-804-9561 f 918-251-1777 email Warren.Unsicker@bachamber.com web http://www.bachamber.com About e Retail Coach The Retail Coach , LLC is a national retail consulting, market research and development rm that combines strategy, technology and creative expertise to develop and deliver high-impact retail recruitment and development strategies to local governments, chambers of commerce and economic development organizations. Through its unique The Retail Coach process, it o ers a unique system of products and services that better enable communities to maximize their retail development potential. e Retail Coach Process Providing more than simple data reports of psychographic and demographic trends, The Retail Coach goes well beyond other retail consulting and market research rms’ o erings by combining current national and statewide demographics and trend data with real-world, “on- the-ground” data gathered through extensive visits within our clients’ communities. Every community is di erent, and there is no “one size ts all” retail recruitment solution. Compiling the gathered data into client-tailored information packets that are uniquely designed for, and targeted to, speci c retailers and restaurants who meet the community’s needs helps assure our clients they are getting the latest and best information for their retail needs — all with personal service and coaching guidance that continues beyond the initial project scope and timeline. The Retail Coach process assures that communities get timely, accurate and relevant information. Translating that data into the information that retailers need and seek assures our clients even better possibilities for tremendous retail growth and success. The Retail Coach — It’s not about data. It’s about your success. The Retail Coach, LLC | P. O. Box 7272 | Tupelo, Mississippi 38802 Tel 662.844.2155 | Fax 662.844.2738 | Email info@theretailcoach.net | Web www.theretailcoach.net 4 Contents Contact Information.................................................................2 Psychographics Overview ...........................................................5 Dominant Lifestyle Segments .......................................................6 Lifestyle Segment De nitions........................................................7 Lifestyle Segment De nitions........................................................8 Upward Bound ......................................................................9 White Picket Fences ................................................................14 Kids & Cul-de-sacs..................................................................19 New Beginnings ...................................................................24 Family Thrifts .......................................................................29 Sunset City Blues ...................................................................34 New Homesteaders ................................................................39 Middleburg Managers..............................................................44 Boomtown Singles .................................................................49 Blue-Chip Blues ....................................................................54 Home Sweet Home ................................................................59 Up-and-Comers ....................................................................64 Acknowledgements................................................................69 5 Psychographics Overview Psychographics Psychographics, simply de ned, is the use of demographics to study and measure attitudes, values, lifestyles and buying habits of a household, community or trade area. There are 66 Lifestyle Segments used to classify psychographic pro les. An area of study will always be de ned by one or more of these Lifestyle Segments. Dominant Segments Dominant Segments are those Psychographic Lifestyle Segments which make up approximately 50% of the total population of a Retail Trade Area or other study area. In some cases, one or two segments can make up signi cantly more than 50% of the total population. In this situation, often the top ve segments are presented. Lifestyle Behaviors Abbreviations & Reference Codes In the “Lifestyle Behaviors” portions (for each Lifestyle Segment) of this document certain abbreviations and reference codes are provided to help explain various statistical gures and de nitions. Below you will nd a brief overview of these and their usage. H = Survey questions asked by MediaMark in the universe of “Households” A = Survey questions asked by MediaMark in the universe of “Adults” within households. 1wk = Once a week 3mo = Three times per month 1yr = Once per year 3yr = Three times per year * denotes that there is quantitative information behind the question (ex. how much they spent, etc.) “Index” refers to the average household performance. The average household performance index is 100. For any lifestyle behavior index higher than 100, there is a higher than average likelihood for that lifestyle behavior to be exhibited by individuals in a lifestyle segment. For any lifestyle behavior index lower than 100, there is a lower than average likelihood for that behavior to be exhibited by those individuals in a lifestyle segment. For example, an index of 50 would indicate that individuals in a particular lifestyle segment would be “half” as likely to exhibit that lifestyle behavior. An index of 200 would indicate that individuals in a particular lifestyle segment would be twice as likely. An index of 300, three times as likely, etc. 0. 0 0 % 1. 0 0 % 2. 0 0 % 3. 0 0 % 4. 0 0 % 5. 0 0 % 6. 0 0 % 7. 0 0 % 01 Upper Crust 02 Blue Blood Estates 03 Movers and Shakers 04 Young Digerati 05 Country Squires 06 Winner's Circle 07 Money and Brains 08 Executive Suites 09 Big Fish, Small Pond 10 Second City Elite 11 God's Country 12 Brite Lites, Li'l City 13 Upward Bound 14 New Empty Nests 15 Pools and Patios 16 Bohemian Mix 17 Beltway Boomers 18 Kids and Cul-de-Sacs 19 Home Sweet Home 20 Fast-Track Families 21 Gray Power 22 Young Influentials 23 Greenbelt Sports 24 Up-and-Comers 25 Country Casuals 26 The Cosmopolitans 27 Middleburg Managers 28 Traditional Times 29 American Dreams 30 Suburban Sprawl 31 Urban Achievers 32 New Homesteaders 33 Big Sky Families 34 White Picket Fences 35 Boomtown Singles 36 Blue-Chip Blues 37 Mayberry-ville 38 Simple Pleasures 39 Domestic Duos 40 Close-In Couples 41 Sunset City Blues 42 Red, White and Blues 43 Heartlanders 44 New Beginnings 45 Blue Highways 46 Old Glories 47 City Startups 48 Young and Rustic 49 American Classics 50 Kid Country, USA 51 Shotguns and Pickups 52 Suburban Pioneers 53 Mobility Blues 54 Multi-Culti Mosaic 55 Golden Ponds 56 Crossroads Villagers 57 Old Milltowns 58 Back Country Folks 59 Urban Elders 60 Park Bench Seniors 61 City Roots 62 Hometown Retired 63 Family Thrifts 64 Bedrock America 65 Big City Blues 66 Low-Rise Living Do m i n a n t L i f e s t y l e S e g m e n t s 7 Lifestyle Segment De nitions 13 Upward Bound - 6.30% More than any other segment, Upward Bound appears to be the home of those legendary Soccer Moms and Dads. In these small satellite cities, upscale families boast dual incomes, college degrees, and new split-levels and colonials. Residents of Upward Bound tend to be kid- obsessed, with heavy purchases of computers, action gures, dolls, board games, bicycles, and camping equipment. 34 White Picket Fences - 5.50% Midpoint on the socioeconomic ladder, residents in White Picket Fences look a lot like the stereotypical American household of a generation ago: young, upper-middle-class, and married with children. But the current version is characterized by modest homes and ethnic diversity, including a disproportionate number of Hispanics and African-Americans. 18 Kids & Cul-de-sacs - 5.27% Upper-middle class, suburban, married couples with children--that’s the skinny on Kids & Cul-de-Sacs, an enviable lifestyle of large families in recently built subdivisions. With a high rate of Hispanic and Asian Americans, this segment is a refuge for college-educated, white- collar professionals with administrative jobs and upper-middle-class incomes. Their nexus of education, a uence, and children translates into large outlays for child-centered products and services. 44 New Beginnings - 4.28% Filled with young, single adults, New Beginnings is a magnet for adults in transition. Many of its residents are twentysomething singles and couples just starting out on their career paths--or starting over after recent divorces or company transfers. Ethnically diverse--with nearly half its residents Hispanic, Asian, or African-American--New Beginnings households tend to have the modest living standards typical of transient apartment dwellers. 63 Family Thrifts - 4.21% The small-city cousins of inner-city districts, Family Thrifts contain young, ethnically diverse parents who have lots of children and work entry-level service jobs. In these apartment-lled neighborhoods, visitors nd the streets jam-packed with babies and toddlers, tricycles and basketball hoops, Suzukis and Kias. 41 Sunset City Blues - 4.05% Scattered throughout the older neighborhoods of small cities, Sunset City Blues is a segment of lower-middle-class singles and couples who have retired or are getting close to it. These empty-nesters tend to own their homes but have modest educations and incomes. They maintain a low-key lifestyle lled with newspapers and television by day, and family-style restaurants at night. 32 New Homesteaders - 4.04% Young, upper-middle-class families seeking to escape suburban sprawl nd refuge in New Homesteaders, a collection of small rustic townships lled with new ranches and Cape Cods. With decent-paying jobs in white and blue-collar industries, these dual-income couples have fashioned comfortable, child-centered lifestyles; their driveways are lled with campers and powerboats, their family rooms with PlayStations and Game Boys. 27 Middleburg Managers - 4.03% Middleburg Managers arose when empty-nesters settled in satellite communities, which o ered a lower cost of living and more relaxed pace. Today, segment residents tend to be middle-class with solid white-collar jobs or comfortable retirements. In their older homes, they enjoy reading, playing musical instruments, indoor gardening, and re nishing furniture. 8 Lifestyle Segment De nitions 35 Boomtown Singles - 4.01% A ordable housing, abundant entry-level jobs, and a thriving singles scene--all have given rise to the Boomtown Singles segment in fast-growing satellite cities. Single, and working- class, these residents pursue active lifestyles amid sprawling apartment complexes, bars, convenience stores, and laundromats. 36 Blue-Chip Blues - 3.34% Blue-Chip Blues is known as a comfortable lifestyle for ethnically-diverse, young, sprawling families with well-paying blue-collar jobs. The segment’s aging neighborhoods feature compact, modestly priced homes surrounded by commercial centers that cater to child-lled households. 19 Home Sweet Home - 3.02% Widely scattered across the nation’s suburbs, the residents of Home Sweet Home tend to be upper-middle-class married couples living in mid-sized homes without children. The adults in the segment, mostly under 55, have gone to college and hold professional and white-collar jobs. With their upper-middle-class incomes and small families, these folks have fashioned comfortable lifestyles, lling their homes with exercise equipment, TV sets, and pets. 24 Up-and-Comers - 2.33% Up-and-Comers is a stopover for younger, upper-mid singles before they marry, have families, and establish more deskbound lifestyles. Found in second-tier cities, these mobile twentysomethings include a disproportionate number of recent college graduates who are into athletic activities, the latest technology, and nightlife entertainment. 9 Upward Bound 13 Upward Bound Upscale, Middle Age w/ Kids More than any other segment, Upward Bound appears to be the home of those legendary Soccer Moms and Dads. In these small satellite cities, upscale families boast dual incomes, college degrees, and new split-levels and colonials. Residents of Upward Bound tend to be kid- obsessed, with heavy purchases of computers, action gures, dolls, board games, bicycles, and camping equipment. Social Group: Second City Society Lifestage Group: Young Accumulators 2009 Statistics: US Households: 1,998,401 (1.73%) Median HH Income: $86,692 Lifestyle Traits Order from target.com Buy toys by Internet Read PC Gamer Watch Nickelodeon Honda Odyssey Demographics Traits: Urbanicity: Second City Income: Upscale Income Producing Assets: Above Avg. Age Ranges: 35-54 Presence of Kids: HH w/ Kids Homeownership: Mostly Owners Employment Levels: Management Education Levels: College Grad Ethnic Diversity: White, Asian, Hispanic, Mix 10 Upward Bound Age Description U.S. Segment Index Householder Age: 18-24 5.26 0.25 5 Householder Age: 25-34 14.59 19.73 135 Householder Age: 35-44 18.67 42.93 230 Householder Age: 45-54 22.24 28.66 129 Householder Age: 55-64 17.44 6.95 40 Householder Age: 65-74 11.17 1.36 12 Householder Age: 75+ 10.64 0.37 3 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 38.46 323 Household Income: $100,000-$149,999 11.85 39.58 334 Household Income: $150,000-$199,999 4.62 14.39 312 Household Income: $200,000 or More 3.79 7.69 203 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 19.98 101 Householder Age: 35-54 40.90 71.46 175 Householder Age: 55+ 39.25 8.56 22 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 0.00 0 Household Income: $75,000-$99,999 11.92 38.46 323 Household Income: $100K+ 20.24 61.66 305 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 3.97 30 Householder Education: Graduated High School 30.80 22.33 72 Householder Education: Attended Some College 25.89 25.56 99 Householder Education: Bachelor’s Degree 19.34 28.66 148 Householder Education: Post Graduate Degree 10.61 19.60 185 11 Upward Bound Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 28.41 224 Householder Occupation: Professional 13.99 25.43 182 Householder Occupation: Sales/O ce 13.99 13.77 98 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 12.28 150 Householder Occupation: Other Employed 18.19 14.14 78 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 6.45 237 Householder Occupation Detail: Management 9.98 21.96 220 Householder Occupation Detail: Architect/Engineer 1.55 2.98 192 Householder Occupation Detail: Legal 0.80 1.36 170 Householder Occupation Detail: Computer/Mathematical 2.23 5.96 267 Householder Occupation Detail: Health Practitioner/Technician 2.86 5.83 204 Householder Occupation Detail: Education/Training/Library 3.47 5.09 147 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.74 105 Householder Occupation Detail: Community/Social Services 1.05 1.36 130 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 2.11 154 Householder Occupation Detail: Sales/Related 7.78 8.56 110 Householder Occupation Detail: O ce/Admin Support 6.21 5.21 84 Householder Occupation Detail: Protective Service/Military 1.81 3.23 178 Householder Occupation Detail: Personal Care/Service 1.65 0.62 38 Householder Occupation Detail: Healthcare Support 0.92 0.62 68 Householder Occupation Detail: Food Preparation/Serving 2.09 0.37 18 Householder Occupation Detail: Transport/Material Moving 4.91 4.47 91 Householder Occupation Detail: Production 4.76 3.97 83 Householder Occupation Detail: Building Grounds Maintenance 2.08 0.99 48 Householder Occupation Detail: Natural Resources/Construction 4.34 6.20 143 Householder Occupation Detail: Maintenance/Repair 3.86 6.08 158 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 80.89 101 Race: Black 11.32 8.44 75 Race: Asian 2.26 4.47 198 Race: Other 6.77 6.82 101 Ethnicity: Hispanic 10.16 12.66 125 Language Description U.S. Segment Index Household First Language: English 92.88 93.05 100 Household First Language: Spanish 4.84 2.73 56 Household First Language: Other 2.27 4.22 185 12 Upward Bound Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 88.96 125 Tenure: Rents Home 28.62 11.04 39 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.00 0 Home Value: $50,000-$99,999 9.71 3.47 36 Home Value: $100,000-$149,999 10.93 9.18 84 Home Value: $150,000-$199,999 8.72 9.55 110 Home Value: $200,000-$499,999 27.24 48.88 179 Home Value: $500,000 or More 10.14 18.11 179 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 11.91 73 Length of Residence: 1-4 Years 28.54 33.75 118 Length of Residence: 5 Years or More 55.08 54.22 98 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 15.26 268 Presence of Children: 2-5 Years Old 10.79 35.98 333 Presence of Children: 6-11 Years Old 14.28 45.41 318 Presence of Children: 12-17 Years Old 14.93 46.65 312 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 42.56 347 Number of Children in Household: 2 11.37 37.10 326 Number of Children in Household: 3 4.77 15.14 317 Number of Children in Household: 4 1.57 4.59 293 Number of Children in Household: 5+ 0.68 0.74 110 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 2.11 6 Household Size: 3 or 4 People 27.71 69.85 252 Household Size: 5+ people 9.32 28.04 301 13 Upward Bound Top 15 Lifestyle Behaviors Index Has a 529 College Savings Account (A) 397 Buy from Einstein Bros, 1mo (A) 318 Buy Toys by Internet, 1yr (A) 318 Buy Children’s Athletic Shoes, 6mo (H) 311 Own Apple iPod (A) 303 Buy from Chuck E Cheese, 1mo (A) 303 Use Baby Foods, 1wk (H) 285 Buy from Family Restaurant, Child Decides, 6mo (A) 283 Buy Children’s Clothes, 6mos (H) 264 Stay at Courtyard (by Marriott) on Vacation, 1yr (A) 263 Buy Videos by Mail/Phone, 1yr (A) 258 Own/Lease New BMW (H) 255 Go Ice Skating, 1yr (A) 255 Domestic Vacation, Go Skiing, 1yr (A) 254 Use Children’s Cold Medicine, 1mo (H) 254 Lifestyle Behaviors 16-30 Index Drink Bottled Water Home Delivery, 6mo (A) 253 Own Roller Blades/In-Line Skates (A) 250 Buy Flowers by Internet, 1yr (A) 245 Go Water Skiing, 1yr (A) 245 Buy from Chili’s Grill & Bar, 1mo (A) 244 Buy Electronic Games, 1yr (A) 243 Own Racquetball Equipment (A) 243 Shop at Disney Store, 3mo (A) 243 Business Travel by Airplane, 3+, 1yr (A) 242 Buy from Romano’s Macaroni Grill, 1mo (A) 241 Travel to Australia/New Zealand/South Paci c, 3yr (A) 239 Shop at White Hen, 6mo (A) 239 Domestic Vacation, Spa, 1yr (A) 238 Buy From Starbucks, 1mo (A) 238 Buy Home Furnishings by Internet, 1yr (A) 237 Lifestyle Behaviors 31-45 Index Own Downhill Skis/Boots (A) 236 Go Downhill Skiing, 1yr (A) 235 Own Camcorder (H) 233 Shop at Ann Taylor, 3mo (A) 231 Buy from California Pizza Kitchen, 1mo (A) 230 Buy from Bertucci’s, 1mo (A) 230 Shop at Costco Wholesale Club, 1mo (A) 227 Buy from Quiznos, 1mo (A) 226 Owns TiVo (DVR) (H) 225 Connected to Internet using Cell Phone, 1 mo (A) 225 Play Tennis, 1yr (A) 224 Buy Educational Toys, 1yr (A) 224 Buy Children’s Bicycles, 1yr (A) 224 Shop at IKEA, 1yr (A) 223 Buy Men’s Business Suit, 1yr (A) 222 14 White Picket Fences 34 White Picket Fences Upper-Mid, Younger w/ Kids Midpoint on the socioeconomic ladder, residents in White Picket Fences look a lot like the stereotypical American household of a generation ago: young, upper-middle-class, and married with children. But the current version is characterized by modest homes and ethnic diversity, including a disproportionate number of Hispanics and African-Americans. Social Group: City Centers Lifestage Group: Mainstream Families 2009 Statistics: US Households: 1,556,279 (1.35%) Median HH Income: $53,901 Lifestyle Traits Order from BMG Music Rent/buy kid’s videos Read People en Espanol Watch Latin Grammy Awards Kia Sedona Demographics Traits: Urbanicity: Second City Income: Upper-Mid Income Producing Assets: Moderate Age Ranges: 25-44 Presence of Kids: HH w/ Kids Homeownership: Mostly Owners Employment Levels: WC, Service, Mix Education Levels: Some College Ethnic Diversity: White, Black, Asian, Hispanic 15 White Picket Fences Age Description U.S. Segment Index Householder Age: 18-24 5.26 4.76 90 Householder Age: 25-34 14.59 30.95 212 Householder Age: 35-44 18.67 35.40 190 Householder Age: 45-54 22.24 22.70 102 Householder Age: 55-64 17.44 4.44 25 Householder Age: 65-74 11.17 1.43 13 Householder Age: 75+ 10.64 0.32 3 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 15.40 155 Household Income: $50,000-$74,999 18.96 74.13 391 Household Income: $75,000-$99,999 11.92 10.32 87 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 35.71 180 Householder Age: 35-54 40.90 58.10 142 Householder Age: 55+ 39.25 6.19 16 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 89.68 223 Household Income: $75,000-$99,999 11.92 10.32 87 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 12.54 94 Householder Education: Graduated High School 30.80 30.48 99 Householder Education: Attended Some College 25.89 33.17 128 Householder Education: Bachelor’s Degree 19.34 17.30 89 Householder Education: Post Graduate Degree 10.61 6.51 61 16 White Picket Fences Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 9.37 74 Householder Occupation: Professional 13.99 16.83 120 Householder Occupation: Sales/O ce 13.99 19.05 136 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 14.60 178 Householder Occupation: Other Employed 18.19 29.05 160 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 3.49 128 Householder Occupation Detail: Management 9.98 5.87 59 Householder Occupation Detail: Architect/Engineer 1.55 2.22 144 Householder Occupation Detail: Legal 0.80 0.63 79 Householder Occupation Detail: Computer/Mathematical 2.23 3.02 135 Householder Occupation Detail: Health Practitioner/Technician 2.86 3.02 106 Householder Occupation Detail: Education/Training/Library 3.47 4.60 133 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.16 22 Householder Occupation Detail: Community/Social Services 1.05 2.38 226 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.79 58 Householder Occupation Detail: Sales/Related 7.78 10.16 131 Householder Occupation Detail: O ce/Admin Support 6.21 8.89 143 Householder Occupation Detail: Protective Service/Military 1.81 2.38 131 Householder Occupation Detail: Personal Care/Service 1.65 1.90 115 Householder Occupation Detail: Healthcare Support 0.92 1.90 208 Householder Occupation Detail: Food Preparation/Serving 2.09 2.70 129 Householder Occupation Detail: Transport/Material Moving 4.91 8.10 165 Householder Occupation Detail: Production 4.76 9.84 207 Householder Occupation Detail: Building Grounds Maintenance 2.08 2.22 107 Householder Occupation Detail: Natural Resources/Construction 4.34 5.87 135 Householder Occupation Detail: Maintenance/Repair 3.86 8.73 226 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 68.41 86 Race: Black 11.32 16.51 146 Race: Asian 2.26 3.17 140 Race: Other 6.77 12.86 190 Ethnicity: Hispanic 10.16 22.22 219 Language Description U.S. Segment Index Household First Language: English 92.88 85.71 92 Household First Language: Spanish 4.84 11.75 243 Household First Language: Other 2.27 2.54 112 17 White Picket Fences Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 65.40 92 Tenure: Rents Home 28.62 34.60 121 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.79 17 Home Value: $50,000-$99,999 9.71 11.59 119 Home Value: $100,000-$149,999 10.93 16.35 150 Home Value: $150,000-$199,999 8.72 8.10 93 Home Value: $200,000-$499,999 27.24 25.08 92 Home Value: $500,000 or More 10.14 3.33 33 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 21.11 130 Length of Residence: 1-4 Years 28.54 39.52 138 Length of Residence: 5 Years or More 55.08 39.05 71 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 22.06 387 Presence of Children: 2-5 Years Old 10.79 35.87 332 Presence of Children: 6-11 Years Old 14.28 47.46 332 Presence of Children: 12-17 Years Old 14.93 47.14 316 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 42.22 345 Number of Children in Household: 2 11.37 33.97 299 Number of Children in Household: 3 4.77 14.29 300 Number of Children in Household: 4 1.57 4.76 304 Number of Children in Household: 5+ 0.68 4.60 677 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 6.83 19 Household Size: 3 or 4 People 27.71 62.06 224 Household Size: 5+ people 9.32 30.95 332 18 White Picket Fences Top 15 Lifestyle Behaviors Index Buy from Chuck E Cheese, 1mo (A) 321 Buy Children’s Athletic Shoes, 6mo (H) 311 Use Children’s Cold Medicine, 1mo (H) 279 Buy Baby Furniture/Equipment, 6mo (H) 271 Buy Children’s Clothes, 6mos (H) 261 Buy from Hooters, 1mo (A) 252 Use video game system to play games online (H) 241 Use Baby Foods, 1wk (H) 234 Use Short-Term Loan from a Payday Loan/Cash-Advance Company, 1yr (A) 233 Shop at Military Commissary, 1mo (A) 225 Buy Videos by Mail/Phone, 1yr (A) 223 Go Roller Skating, 1yr (A) 223 Buy from Family Restaurant, Child Decides, 6mo (A) 219 Buy from Houlihan’s, 1mo (A) 211 Buy from Little Caesar’s, 1mo (A) 209 Lifestyle Behaviors 16-30 Index Own Camcorder (H) 206 Buy from Rally’s, 1mo (A) 206 Order from Walmart.com, 1yr (A) 202 Buy from Checkers, 1mo (A) 199 Shop at Disney Store, 3mo (A) 198 Buy Computer Book, 1yr (A) 197 Buy Children’s Book, 1yr (A) 197 Play Soccer, 1yr (A) 196 Shop at Wegmans, 1mo (A) 195 Shop at The Limited, 3mo (A) 190 Buy from Domino’s Pizza, 1mo (A) 190 Own Any Video Game System (H) 188 Visit Any Theme Park, 1yr (A) 186 Order from Avon, 1yr (A) 186 Visit Gambling Site Online, 1mo (A) 185 Lifestyle Behaviors 31-45 Index Shop at Winn Dixie, 1mo (A) 185 Buy Children’s Bicycles, 1yr (A) 184 Shop at 7-Eleven, 1mo (A) 184 Play Baseball, 1yr (A) 183 Buy from Whataburger, 1mo (A) 181 Use Cigarette Rolling Paper, 1wk (A) 181 Order from Columbia House Music Club, 1yr (A) 179 Go Dancing, 1yr (A) 179 Buy Electronic Games, 1yr (A) 179 Drive Minivan (A) 178 Play Basketball, 1yr (A) 178 Shop at Old Navy, 3mo (A) 177 Play Softball, 1yr (A) 175 Buy Nike Shoes, 1yr (A) 175 Shop at Circle K, 6mo (A) 175 19 Kids & Cul-de-sacs 18 Kids & Cul-de-sacs Upper-Mid, Younger w/ Kids Upper-middle class, suburban, married couples with children--that’s the skinny on Kids & Cul-de-Sacs, an enviable lifestyle of large families in recently built subdivisions. With a high rate of Hispanic and Asian Americans, this segment is a refuge for college-educated, white- collar professionals with administrative jobs and upper-middle-class incomes. Their nexus of education, a uence, and children translates into large outlays for child-centered products and services. Social Group: The A uentials Lifestage Group: Young Accumulators 2009 Statistics: US Households: 1,864,873 (1.62%) Median HH Income: $74,448 Lifestyle Traits Shop at Disney Store Buy educational toys Read Parenting Watch Toon Disney Chrysler Town & Country Demographics Traits: Urbanicity: Suburban Income: Upper-Mid Income Producing Assets: Moderate Age Ranges: 25-44 Presence of Kids: HH w/ Kids Homeownership: Mostly Owners Employment Levels: White Collar, Mix Education Levels: College Grad Ethnic Diversity: White, Black, Asian, Hispanic 20 Kids & Cul-de-sacs Age Description U.S. Segment Index Householder Age: 18-24 5.26 2.88 55 Householder Age: 25-34 14.59 35.73 245 Householder Age: 35-44 18.67 61.39 329 Householder Age: 45-54 22.24 0.00 0 Householder Age: 55-64 17.44 0.00 0 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 36.57 193 Household Income: $75,000-$99,999 11.92 42.45 356 Household Income: $100,000-$149,999 11.85 20.98 177 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 38.61 194 Householder Age: 35-54 40.90 61.39 150 Householder Age: 55+ 39.25 0.00 0 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 36.57 91 Household Income: $75,000-$99,999 11.92 42.45 356 Household Income: $100K+ 20.24 20.98 104 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 4.32 32 Householder Education: Graduated High School 30.80 21.82 71 Householder Education: Attended Some College 25.89 33.93 131 Householder Education: Bachelor’s Degree 19.34 26.62 138 Householder Education: Post Graduate Degree 10.61 13.19 124 21 Kids & Cul-de-sacs Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 20.02 158 Householder Occupation: Professional 13.99 23.86 171 Householder Occupation: Sales/O ce 13.99 18.59 133 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 12.83 157 Householder Occupation: Other Employed 18.19 18.23 100 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 5.40 198 Householder Occupation Detail: Management 9.98 14.75 148 Householder Occupation Detail: Architect/Engineer 1.55 3.48 225 Householder Occupation Detail: Legal 0.80 1.08 135 Householder Occupation Detail: Computer/Mathematical 2.23 6.47 290 Householder Occupation Detail: Health Practitioner/Technician 2.86 5.16 180 Householder Occupation Detail: Education/Training/Library 3.47 5.16 149 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.72 101 Householder Occupation Detail: Community/Social Services 1.05 0.72 68 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 1.20 87 Householder Occupation Detail: Sales/Related 7.78 10.91 140 Householder Occupation Detail: O ce/Admin Support 6.21 7.67 124 Householder Occupation Detail: Protective Service/Military 1.81 4.20 232 Householder Occupation Detail: Personal Care/Service 1.65 1.44 87 Householder Occupation Detail: Healthcare Support 0.92 0.48 52 Householder Occupation Detail: Food Preparation/Serving 2.09 1.44 69 Householder Occupation Detail: Transport/Material Moving 4.91 5.64 115 Householder Occupation Detail: Production 4.76 3.96 83 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.08 52 Householder Occupation Detail: Natural Resources/Construction 4.34 6.24 144 Householder Occupation Detail: Maintenance/Repair 3.86 6.59 171 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 75.66 95 Race: Black 11.32 11.63 103 Race: Asian 2.26 4.68 207 Race: Other 6.77 8.63 127 Ethnicity: Hispanic 10.16 13.43 132 Language Description U.S. Segment Index Household First Language: English 92.88 91.97 99 Household First Language: Spanish 4.84 4.32 89 Household First Language: Other 2.27 3.72 163 22 Kids & Cul-de-sacs Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 78.78 110 Tenure: Rents Home 28.62 21.22 74 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.48 10 Home Value: $50,000-$99,999 9.71 3.00 31 Home Value: $100,000-$149,999 10.93 11.51 105 Home Value: $150,000-$199,999 8.72 12.11 139 Home Value: $200,000-$499,999 27.24 45.92 169 Home Value: $500,000 or More 10.14 5.76 57 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 16.07 99 Length of Residence: 1-4 Years 28.54 44.84 157 Length of Residence: 5 Years or More 55.08 38.73 70 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 22.30 391 Presence of Children: 2-5 Years Old 10.79 44.48 412 Presence of Children: 6-11 Years Old 14.28 53.24 373 Presence of Children: 12-17 Years Old 14.93 35.97 241 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 32.13 262 Number of Children in Household: 2 11.37 44.12 388 Number of Children in Household: 3 4.77 16.43 344 Number of Children in Household: 4 1.57 5.40 344 Number of Children in Household: 5+ 0.68 1.80 265 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 3.72 10 Household Size: 3 or 4 People 27.71 68.23 246 Household Size: 5+ people 9.32 28.06 301 23 Kids & Cul-de-sacs Top 15 Lifestyle Behaviors Index Buy Children’s Athletic Shoes, 6mo (H) 360 Has a 529 College Savings Account (A) 358 Buy from Chuck E Cheese, 1mo (A) 346 Use Children’s Cold Medicine, 1mo (H) 338 Shop at Disney Store, 3mo (A) 327 Use Baby Foods, 1wk (H) 304 Buy Children’s Clothes, 6mos (H) 303 Buy Baby Furniture/Equipment, 6mo (H) 303 Buy Toys by Internet, 1yr (A) 296 Shop at White Hen, 6mo (A) 284 Buy Children’s Bicycles, 1yr (A) 276 Own Roller Blades/In-Line Skates (A) 273 Go Ice Skating, 1yr (A) 270 Go to Zoo, 1yr (A) 262 Buy from Family Restaurant, Child Decides, 6mo (A) 257 Lifestyle Behaviors 16-30 Index Buy from Einstein Bros, 1mo (A) 246 Buy Home Study Course by Internet, 1yr (A) 242 Order from Eddie Bauer, 1yr (A) 240 Buy Educational Toys, 1yr (A) 239 Order from Walmart.com, 1yr (A) 237 Buy from Fuddruckers, 1mo (A) 235 Shop at IKEA, 1yr (A) 233 Buy Rap Music, 1yr (A) 233 Travel to Japan/Hong Kong/Other Asia, 3yr (A) 233 Buy Children’s Book, 1yr (A) 233 Buy from Schlotzsky’s Deli, 1mo (A) 233 Own Camcorder (H) 232 Shop at The Gap, 3mo (A) 228 Buy Electronic Games, 1yr (A) 227 Play Soccer, 1yr (A) 226 Lifestyle Behaviors 31-45 Index Go In-Line Skating, 1yr (A) 225 Buy From Baja Fresh Mexican Grill, 1mo (A) 222 Order from Victoria’s Secret, 1yr (A) 220 Drive Minivan (A) 216 Buy From Starbucks, 1mo (A) 215 Use video game system to play games online (H) 214 Play Baseball, 1yr (A) 212 Pay Bills Online, 1mo (A) 209 Visit Any Theme Park, 1yr (A) 207 Own Any Video Game System (H) 207 Go Bowling, 1yr (A) 206 Own Mountain Bicycle (A) 206 Buy Hard Rock Music, 1yr (A) 202 Domestic Vacation, Spa, 1yr (A) 201 Buy from Hooters, 1mo (A) 199 24 New Beginnings 44 New Beginnings Downscale, Younger Family Mix Filled with young, single adults, New Beginnings is a magnet for adults in transition. Many of its residents are twentysomething singles and couples just starting out on their career paths--or starting over after recent divorces or company transfers. Ethnically diverse--with nearly half its residents Hispanic, Asian, or African-American--New Beginnings households tend to have the modest living standards typical of transient apartment dwellers. Social Group: Inner Suburbs Lifestage Group: Striving Singles 2009 Statistics: US Households: 1,723,477 (1.49%) Median HH Income: $31,963 Lifestyle Traits Shop at Express Read comic books Read Soap Opera Weekly Watch Telemundo Kia Spectra Demographics Traits: Urbanicity: Suburban Income: Downscale Income Producing Assets: Low Age Ranges: <35 Presence of Kids: Family Mix Homeownership: Renters Employment Levels: WC, Service, Mix Education Levels: Some College Ethnic Diversity: White, Black, Asian, Hispanic 25 New Beginnings Age Description U.S. Segment Index Householder Age: 18-24 5.26 22.88 435 Householder Age: 25-34 14.59 28.24 193 Householder Age: 35-44 18.67 20.39 109 Householder Age: 45-54 22.24 18.82 85 Householder Age: 55-64 17.44 9.67 55 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 25.36 401 Household Income: $10,000-$19,999 10.40 33.99 327 Household Income: $20,000-$29,999 10.98 38.56 351 Household Income: $30,000-$39,999 11.23 2.22 20 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 51.11 257 Householder Age: 35-54 40.90 39.22 96 Householder Age: 55+ 39.25 9.67 25 Household Income: Under $30K 27.71 97.91 353 Household Income: $30K-$74K 40.14 2.22 6 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 21.05 158 Householder Education: Graduated High School 30.80 31.63 103 Householder Education: Attended Some College 25.89 32.42 125 Householder Education: Bachelor’s Degree 19.34 10.98 57 Householder Education: Post Graduate Degree 10.61 3.92 37 26 New Beginnings Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 1.57 12 Householder Occupation: Professional 13.99 6.27 45 Householder Occupation: Sales/O ce 13.99 18.30 131 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 6.27 77 Householder Occupation: Other Employed 18.19 29.02 160 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 0.26 10 Householder Occupation Detail: Management 9.98 1.31 13 Householder Occupation Detail: Architect/Engineer 1.55 0.00 0 Householder Occupation Detail: Legal 0.80 0.13 16 Householder Occupation Detail: Computer/Mathematical 2.23 0.26 12 Householder Occupation Detail: Health Practitioner/Technician 2.86 1.31 46 Householder Occupation Detail: Education/Training/Library 3.47 1.83 53 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 1.05 148 Householder Occupation Detail: Community/Social Services 1.05 0.78 74 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.92 67 Householder Occupation Detail: Sales/Related 7.78 9.41 121 Householder Occupation Detail: O ce/Admin Support 6.21 8.89 143 Householder Occupation Detail: Protective Service/Military 1.81 1.44 79 Householder Occupation Detail: Personal Care/Service 1.65 4.31 261 Householder Occupation Detail: Healthcare Support 0.92 2.22 242 Householder Occupation Detail: Food Preparation/Serving 2.09 7.45 357 Householder Occupation Detail: Transport/Material Moving 4.91 5.36 109 Householder Occupation Detail: Production 4.76 2.88 60 Householder Occupation Detail: Building Grounds Maintenance 2.08 5.36 257 Householder Occupation Detail: Natural Resources/Construction 4.34 4.31 99 Householder Occupation Detail: Maintenance/Repair 3.86 1.96 51 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 57.12 72 Race: Black 11.32 26.41 233 Race: Asian 2.26 2.75 121 Race: Other 6.77 14.51 214 Ethnicity: Hispanic 10.16 18.95 187 Language Description U.S. Segment Index Household First Language: English 92.88 85.10 92 Household First Language: Spanish 4.84 11.24 232 Household First Language: Other 2.27 3.79 167 27 New Beginnings Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 0.00 0 Tenure: Rents Home 28.62 100.00 349 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.00 0 Home Value: $50,000-$99,999 9.71 0.00 0 Home Value: $100,000-$149,999 10.93 0.00 0 Home Value: $150,000-$199,999 8.72 0.00 0 Home Value: $200,000-$499,999 27.24 0.00 0 Home Value: $500,000 or More 10.14 0.00 0 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 45.62 280 Length of Residence: 1-4 Years 28.54 37.25 131 Length of Residence: 5 Years or More 55.08 16.99 31 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 11.24 197 Presence of Children: 2-5 Years Old 10.79 15.03 139 Presence of Children: 6-11 Years Old 14.28 16.21 114 Presence of Children: 12-17 Years Old 14.93 15.82 106 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 14.51 118 Number of Children in Household: 2 11.37 13.07 115 Number of Children in Household: 3 4.77 4.44 93 Number of Children in Household: 4 1.57 3.27 208 Number of Children in Household: 5+ 0.68 1.57 231 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 38.82 145 Household Size: 2 People 36.23 29.28 81 Household Size: 3 or 4 People 27.71 23.53 85 Household Size: 5+ people 9.32 8.37 90 28 New Beginnings Top 15 Lifestyle Behaviors Index Uses Cell Phone Only, no Land Line (H) 262 Buy from Rally’s, 1mo (A) 202 Buy Puma Shoes, 1yr (A) 186 Use Baby Foods, 1wk (H) 177 Buy from Checkers, 1mo (A) 174 Buy Baby Furniture/Equipment, 6mo (H) 168 Use Children’s Cold Medicine, 1mo (H) 167 Buy from Church’s Chicken, 6mo (A) 166 Buy Humidi er, 1yr (H) 166 Read Comic Books, 1yr (A) 166 Diet: Vegetarian (A) 160 Participate in Online Dating, 1mo (A) 155 Drink Slim Fast, 1wk (A) 153 Buy from Popeyes, 1mo (A) 152 Buy Basketball Shoes, 1yr (A) 151 Lifestyle Behaviors 16-30 Index Own Motor Home (H) 149 Use Laundry/Laundromat, 6mo (A) 144 Buy From Krispy Kreme Doughnuts, 1mo (A) 143 Use Cigarette Rolling Paper, 1wk (A) 142 Grocery Shopping, <$60, 1wk (H) 141 Use video game system to play games online (H) 141 Go to Ice Hockey Games, 1+ Times, 1mo (A) 141 Use Short-Term Loan from a Payday Loan/Cash-Advance Company, 1yr (A) 140 Use Kellogg’s Corn Flakes, 1wk (H) 140 Buy from White Castle, 1mo (A) 140 Go Snowboarding, 1yr (A) 138 Do Karate, 1yr (A) 137 Shop at 7-Eleven, 1mo (A) 137 Do Needlepoint, 6mo (A) 135 Lease Most Recent Vehicle (H) 131 Lifestyle Behaviors 31-45 Index Drink 7-Up, 1wk (A) 128 Buy from Chuck E Cheese, 1mo (A) 128 Smoke Cigarettes, 1wk (A) 128 Buy Adidas Shoes, 1yr (A) 127 Buy Spanish/Latin Music, 1yr (A) 127 Buy Timberland shoes, 1yr (A) 126 Own/Lease New/Used, Fuel Type, Hybrid (H) 125 Buy Children’s Clothes, 6mos (H) 125 Has Personal Education Loan (A) 124 Buy Automotive Tools, 1yr (H) 123 Buy Charcoal Grill, 1yr (H) 123 Smoke Cigars, 1wk (A) 123 Shop at Express, 3mo (A) 122 Buy Rap Music, 1yr (A) 116 Play Basketball, 1yr (A) 116 29 Family rifts 63 Family Thrifts Lower-Mid, Younger w/ Kids The small-city cousins of inner-city districts, Family Thrifts contain young, ethnically diverse parents who have lots of children and work entry-level service jobs. In these apartment-lled neighborhoods, visitors nd the streets jam-packed with babies and toddlers, tricycles and basketball hoops, Suzukis and Kias. Social Group: Micro-City Blues Lifestage Group: Sustaining Families 2009 Statistics: US Households: 2,086,967 (1.81%) Median HH Income: $31,483 Lifestyle Traits Shop at Walgreens Buy large baby dolls Read CosmoGIRL! Watch Noticiero Univision Suzuki Cars Demographics Traits: Urbanicity: Second City Income: Lower-Mid Income Producing Assets: Low Age Ranges: 25-44 Presence of Kids: HH w/ Kids Homeownership: Mix, Renters Employment Levels: WC, Service, Mix Education Levels: High School Grad Ethnic Diversity: White, Black, Hispanic, Mix 30 Family rifts Age Description U.S. Segment Index Householder Age: 18-24 5.26 14.89 283 Householder Age: 25-34 14.59 39.01 267 Householder Age: 35-44 18.67 30.73 165 Householder Age: 45-54 22.24 15.25 69 Householder Age: 55-64 17.44 0.00 0 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 15.48 245 Household Income: $10,000-$19,999 10.40 25.30 243 Household Income: $20,000-$29,999 10.98 21.75 198 Household Income: $30,000-$39,999 11.23 22.10 197 Household Income: $40,000-$49,999 9.95 15.37 154 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 53.90 271 Householder Age: 35-54 40.90 45.98 112 Householder Age: 55+ 39.25 0.00 0 Household Income: Under $30K 27.71 62.53 226 Household Income: $30K-$74K 40.14 37.47 93 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 29.20 219 Householder Education: Graduated High School 30.80 40.07 130 Householder Education: Attended Some College 25.89 22.58 87 Householder Education: Bachelor’s Degree 19.34 6.26 32 Householder Education: Post Graduate Degree 10.61 1.89 18 31 Family rifts Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 1.89 15 Householder Occupation: Professional 13.99 5.79 41 Householder Occupation: Sales/O ce 13.99 19.27 138 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 10.28 126 Householder Occupation: Other Employed 18.19 40.31 222 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 0.24 9 Householder Occupation Detail: Management 9.98 1.77 18 Householder Occupation Detail: Architect/Engineer 1.55 0.24 15 Householder Occupation Detail: Legal 0.80 0.12 15 Householder Occupation Detail: Computer/Mathematical 2.23 0.24 11 Householder Occupation Detail: Health Practitioner/Technician 2.86 1.06 37 Householder Occupation Detail: Education/Training/Library 3.47 2.13 61 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.24 33 Householder Occupation Detail: Community/Social Services 1.05 0.83 79 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 1.18 86 Householder Occupation Detail: Sales/Related 7.78 9.69 125 Householder Occupation Detail: O ce/Admin Support 6.21 9.57 154 Householder Occupation Detail: Protective Service/Military 1.81 2.25 124 Householder Occupation Detail: Personal Care/Service 1.65 3.43 207 Householder Occupation Detail: Healthcare Support 0.92 3.43 374 Householder Occupation Detail: Food Preparation/Serving 2.09 8.16 391 Householder Occupation Detail: Transport/Material Moving 4.91 8.63 176 Householder Occupation Detail: Production 4.76 7.33 154 Householder Occupation Detail: Building Grounds Maintenance 2.08 6.97 335 Householder Occupation Detail: Natural Resources/Construction 4.34 7.21 166 Householder Occupation Detail: Maintenance/Repair 3.86 3.07 80 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 45.98 58 Race: Black 11.32 29.79 263 Race: Asian 2.26 1.77 78 Race: Other 6.77 22.34 330 Ethnicity: Hispanic 10.16 30.85 304 Language Description U.S. Segment Index Household First Language: English 92.88 76.48 82 Household First Language: Spanish 4.84 20.80 430 Household First Language: Other 2.27 2.72 120 32 Family rifts Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 26.71 37 Tenure: Rents Home 28.62 73.29 256 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 3.31 71 Home Value: $50,000-$99,999 9.71 9.46 97 Home Value: $100,000-$149,999 10.93 3.19 29 Home Value: $150,000-$199,999 8.72 3.66 42 Home Value: $200,000-$499,999 27.24 6.86 25 Home Value: $500,000 or More 10.14 0.24 2 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 37.71 231 Length of Residence: 1-4 Years 28.54 39.95 140 Length of Residence: 5 Years or More 55.08 22.10 40 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 27.07 475 Presence of Children: 2-5 Years Old 10.79 44.33 411 Presence of Children: 6-11 Years Old 14.28 49.17 344 Presence of Children: 12-17 Years Old 14.93 39.83 267 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 37.12 303 Number of Children in Household: 2 11.37 29.43 259 Number of Children in Household: 3 4.77 21.28 446 Number of Children in Household: 4 1.57 8.39 535 Number of Children in Household: 5+ 0.68 3.90 574 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 13.36 37 Household Size: 3 or 4 People 27.71 55.20 199 Household Size: 5+ people 9.32 31.44 337 33 Family rifts Top 15 Lifestyle Behaviors Index Use Baby Foods, 1wk (H) 380 Buy Baby Furniture/Equipment, 6mo (H) 376 Use Children’s Cold Medicine, 1mo (H) 364 Buy Children’s Athletic Shoes, 6mo (H) 296 Use Cigarette Rolling Paper, 1wk (A) 294 Buy Children’s Clothes, 6mos (H) 281 Buy Spanish/Latin Music, 1yr (A) 268 Buy Rap Music, 1yr (A) 261 Use Short-Term Loan from a Payday Loan/Cash-Advance Company, 1yr (A) 225 Buy Children’s Bicycles, 1yr (A) 216 Buy Puma Shoes, 1yr (A) 210 Buy from Church’s Chicken, 6mo (A) 207 Diet: Vegetarian (A) 206 Order from Columbia House Music Club, 1yr (A) 202 Buy from Rally’s, 1mo (A) 201 Lifestyle Behaviors 16-30 Index Uses Cell Phone Only, no Land Line (H) 199 Buy 35mm Camera, 1yr (A) 195 Buy from Chuck E Cheese, 1mo (A) 194 Buy Timberland shoes, 1yr (A) 193 Drink Slim Fast, 1wk (A) 188 Use Laundry/Laundromat, 6mo (A) 187 Buy Humidi er, 1yr (H) 183 Shop at Winn Dixie, 1mo (A) 180 Buy Basketball Shoes, 1yr (A) 176 Go Roller Skating, 1yr (A) 170 Play Soccer, 1yr (A) 169 Own Any Video Game System (H) 166 Buy from Little Caesar’s, 1mo (A) 166 Lease Most Recent Vehicle (H) 165 Use Kellogg’s Corn Flakes, 1wk (H) 162 Lifestyle Behaviors 31-45 Index Own Xbox 360 (H) 159 Smoke Cigars, 1wk (A) 158 Own Sony PlayStation 3 (H) 157 Buy from Checkers, 1mo (A) 157 Buy Auto Service at Discount Department Store (H) 157 Buy from Domino’s Pizza, 1mo (A) 157 Buy from Family Restaurant, Child Decides, 6mo (A) 157 Buy Adidas Shoes, 1yr (A) 153 Buy from Long John Silver, 1mo (A) 152 Drink Coca Cola Classic, 1wk (A) 151 Buy Charcoal Grill, 1yr (H) 149 Buy Educational Toys, 1yr (A) 147 Buy Children’s Book, 1yr (A) 147 Buy Pre-Paid Calling Card, 1yr (A) 146 Shop at 7-Eleven, 1mo (A) 146 34 Sunset City Blues 41 Sunset City Blues Lower-Mid, Older Mostly w/o Kids Scattered throughout the older neighborhoods of small cities, Sunset City Blues is a segment of lower-middle-class singles and couples who have retired or are getting close to it. These empty-nesters tend to own their homes but have modest educations and incomes. They maintain a low-key lifestyle lled with newspapers and television by day, and family-style restaurants at night. Social Group: City Centers Lifestage Group: Cautious Couples 2009 Statistics: US Households: 2,088,640 (1.81%) Median HH Income: $40,417 Lifestyle Traits Order from QVC Collect coins Read Ladies’ Home Journal Watch One Life to Live Kia Rondo Demographics Traits: Urbanicity: Second City Income: Lower-Mid Income Producing Assets: Above Avg. Age Ranges: 55+ Presence of Kids: Mostly w/o Kids Homeownership: Homeowners Employment Levels: Mostly Retired Education Levels: Some College Ethnic Diversity: White, Black, Mix 35 Sunset City Blues Age Description U.S. Segment Index Householder Age: 18-24 5.26 0.00 0 Householder Age: 25-34 14.59 0.00 0 Householder Age: 35-44 18.67 0.00 0 Householder Age: 45-54 22.24 7.09 32 Householder Age: 55-64 17.44 28.25 162 Householder Age: 65-74 11.17 33.33 298 Householder Age: 75+ 10.64 31.32 295 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 32.39 295 Household Income: $30,000-$39,999 11.23 43.38 386 Household Income: $40,000-$49,999 9.95 24.23 243 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 0.00 0 Householder Age: 35-54 40.90 7.09 17 Householder Age: 55+ 39.25 92.79 236 Household Income: Under $30K 27.71 32.39 117 Household Income: $30K-$74K 40.14 67.61 168 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 13.59 102 Householder Education: Graduated High School 30.80 44.21 144 Householder Education: Attended Some College 25.89 25.41 98 Householder Education: Bachelor’s Degree 19.34 12.65 65 Householder Education: Post Graduate Degree 10.61 4.02 38 36 Sunset City Blues Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 1.89 15 Householder Occupation: Professional 13.99 2.48 18 Householder Occupation: Sales/O ce 13.99 9.10 65 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 3.19 39 Householder Occupation: Other Employed 18.19 13.95 77 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 0.35 13 Householder Occupation Detail: Management 9.98 1.54 15 Householder Occupation Detail: Architect/Engineer 1.55 0.12 8 Householder Occupation Detail: Legal 0.80 0.00 0 Householder Occupation Detail: Computer/Mathematical 2.23 0.00 0 Householder Occupation Detail: Health Practitioner/Technician 2.86 0.83 29 Householder Occupation Detail: Education/Training/Library 3.47 0.83 24 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.12 17 Householder Occupation Detail: Community/Social Services 1.05 0.47 45 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.24 17 Householder Occupation Detail: Sales/Related 7.78 4.49 58 Householder Occupation Detail: O ce/Admin Support 6.21 4.49 72 Householder Occupation Detail: Protective Service/Military 1.81 1.06 59 Householder Occupation Detail: Personal Care/Service 1.65 2.48 150 Householder Occupation Detail: Healthcare Support 0.92 0.47 52 Householder Occupation Detail: Food Preparation/Serving 2.09 2.36 113 Householder Occupation Detail: Transport/Material Moving 4.91 3.43 70 Householder Occupation Detail: Production 4.76 2.48 52 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.65 79 Householder Occupation Detail: Natural Resources/Construction 4.34 0.83 19 Householder Occupation Detail: Maintenance/Repair 3.86 2.36 61 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 85.58 107 Race: Black 11.32 9.34 82 Race: Asian 2.26 1.42 63 Race: Other 6.77 3.55 52 Ethnicity: Hispanic 10.16 6.15 61 Language Description U.S. Segment Index Household First Language: English 92.88 94.21 101 Household First Language: Spanish 4.84 2.84 59 Household First Language: Other 2.27 2.96 130 37 Sunset City Blues Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 100.00 140 Tenure: Rents Home 28.62 0.00 0 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 8.51 183 Home Value: $50,000-$99,999 9.71 21.99 226 Home Value: $100,000-$149,999 10.93 21.04 193 Home Value: $150,000-$199,999 8.72 15.25 175 Home Value: $200,000-$499,999 27.24 27.90 102 Home Value: $500,000 or More 10.14 5.32 52 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 4.26 26 Length of Residence: 1-4 Years 28.54 10.05 35 Length of Residence: 5 Years or More 55.08 85.58 155 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.47 8 Presence of Children: 2-5 Years Old 10.79 2.13 20 Presence of Children: 6-11 Years Old 14.28 2.60 18 Presence of Children: 12-17 Years Old 14.93 4.37 29 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 4.26 35 Number of Children in Household: 2 11.37 2.01 18 Number of Children in Household: 3 4.77 0.71 15 Number of Children in Household: 4 1.57 0.35 23 Number of Children in Household: 5+ 0.68 0.12 17 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 38.65 145 Household Size: 2 People 36.23 45.51 126 Household Size: 3 or 4 People 27.71 14.18 51 Household Size: 5+ people 9.32 1.65 18 38 Sunset City Blues Top 15 Lifestyle Behaviors Index Order from Publishers Clearing House, 1yr (A) 302 Order from Readers Digest Association, 1yr (A) 229 Buy from Shoney’s, 1mo (A) 226 Order from Home Shopping Network, 1yr (A) 222 Belong to a Veterans Club (A) 197 Drink Slim Fast, 1wk (A) 193 Own US Treasury Notes (A) 180 Order from QVC, 1yr (A) 177 Read Comic Books, 1yr (A) 171 Shop at Military Commissary, 1mo (A) 168 Buy from Golden Corral, 1mo (A) 165 Contribute to PBS, 1yr (A) 163 Own/Lease New/Used, Fuel Type, Hybrid (H) 163 Buy from Sizzler Family Steakhouse, 1mo (A) 162 Buy from Captain D’s, 1mo (A) 157 Lifestyle Behaviors 16-30 Index Shop at Winn Dixie, 1mo (A) 155 Buy Classical Music, 1yr (A) 149 Own Any Certi cate of Deposit (A) 146 Drive Compact Pickup (A) 144 Belong to a Fraternal Order (A) 144 Own Annuities (A) 142 Order from L.L. Bean, 1yr (A) 142 Collect Coins, 1yr (A) 140 Shop at Talbots, 3mo (A) 139 Buy 35mm Camera, 1yr (A) 138 Use Internet, Light (A) 137 Use Property/Garden Maintenance Svc, 1yr (H) 137 Buy from Long John Silver, 1mo (A) 136 Use Spam, 1mo (H) 133 Visit Acupuncturist, 1yr (A) 133 Lifestyle Behaviors 31-45 Index Visit Physical Therapist, 1yr (A) 132 Take 3+ Cruises, 3yr (A) 132 Home Remodeling, Work by Professional, 1yr (H) 131 Buy from Cracker Barrel, 1mo (A) 130 Shop at JCPenney, 3mo (A) 129 Buy from Whataburger, 1mo (A) 128 Buy from Bob Evan’s Farm, 1mo (A) 127 Gamble at Atlantic City, 1yr (A) 126 Drive Van (A) 124 Order from J.C. Penney, 1yr (A) 124 Drink Bottled Water Home Delivery, 6mo (A) 124 Buy from Red Lobster, 1mo (A) 123 Buy Jazz Music, 1yr (A) 120 Diet: Semi-vegetarian (A) 119 Contribute to NPR, 1 yr (A) 118 39 New Homesteaders 32 New Homesteaders Upper-Mid, Younger w/ Kids Young, upper-middle-class families seeking to escape suburban sprawl nd refuge in New Homesteaders, a collection of small rustic townships lled with new ranches and Cape Cods. With decent-paying jobs in white and blue-collar industries, these dual-income couples have fashioned comfortable, child-centered lifestyles; their driveways are lled with campers and powerboats, their family rooms with PlayStations and Game Boys. Social Group: Country Comfort Lifestage Group: Mainstream Families 2009 Statistics: US Households: 2,041,723 (1.77%) Median HH Income: $57,898 Lifestyle Traits Shop at Best Buy Buy toys Read American Baby Watch Cartoon Network Chevrolet Uplander Flex Fuel Demographics Traits: Urbanicity: Town Income: Upper-Mid Income Producing Assets: Moderate Age Ranges: 25-44 Presence of Kids: HH w/ Kids Homeownership: Mostly Owners Employment Levels: WC, Service, Mix Education Levels: College Grad Ethnic Diversity: White 40 New Homesteaders Age Description U.S. Segment Index Householder Age: 18-24 5.26 1.88 36 Householder Age: 25-34 14.59 28.54 196 Householder Age: 35-44 18.67 42.62 228 Householder Age: 45-54 22.24 20.81 94 Householder Age: 55-64 17.44 4.86 28 Householder Age: 65-74 11.17 0.79 7 Householder Age: 75+ 10.64 0.40 4 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 64.92 342 Household Income: $75,000-$99,999 11.92 35.18 295 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 30.53 154 Householder Age: 35-54 40.90 63.43 155 Householder Age: 55+ 39.25 6.05 15 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 64.92 162 Household Income: $75,000-$99,999 11.92 35.18 295 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 5.85 44 Householder Education: Graduated High School 30.80 29.24 95 Householder Education: Attended Some College 25.89 33.50 129 Householder Education: Bachelor’s Degree 19.34 22.60 117 Householder Education: Post Graduate Degree 10.61 8.72 82 41 New Homesteaders Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 18.04 142 Householder Occupation: Professional 13.99 19.33 138 Householder Occupation: Sales/O ce 13.99 15.46 111 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 14.57 178 Householder Occupation: Other Employed 18.19 25.17 138 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 3.77 138 Householder Occupation Detail: Management 9.98 14.27 143 Householder Occupation Detail: Architect/Engineer 1.55 1.78 115 Householder Occupation Detail: Legal 0.80 0.30 37 Householder Occupation Detail: Computer/Mathematical 2.23 3.67 164 Householder Occupation Detail: Health Practitioner/Technician 2.86 4.06 142 Householder Occupation Detail: Education/Training/Library 3.47 5.65 163 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.69 98 Householder Occupation Detail: Community/Social Services 1.05 2.38 226 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.89 65 Householder Occupation Detail: Sales/Related 7.78 9.22 118 Householder Occupation Detail: O ce/Admin Support 6.21 6.24 101 Householder Occupation Detail: Protective Service/Military 1.81 3.67 202 Householder Occupation Detail: Personal Care/Service 1.65 1.59 96 Householder Occupation Detail: Healthcare Support 0.92 0.69 76 Householder Occupation Detail: Food Preparation/Serving 2.09 1.98 95 Householder Occupation Detail: Transport/Material Moving 4.91 6.24 127 Householder Occupation Detail: Production 4.76 9.22 194 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.78 86 Householder Occupation Detail: Natural Resources/Construction 4.34 6.94 160 Householder Occupation Detail: Maintenance/Repair 3.86 7.63 198 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 84.84 106 Race: Black 11.32 6.94 61 Race: Asian 2.26 0.69 31 Race: Other 6.77 7.83 116 Ethnicity: Hispanic 10.16 10.70 105 Language Description U.S. Segment Index Household First Language: English 92.88 95.04 102 Household First Language: Spanish 4.84 3.67 76 Household First Language: Other 2.27 1.29 57 42 New Homesteaders Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 83.85 117 Tenure: Rents Home 28.62 16.15 56 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 2.68 57 Home Value: $50,000-$99,999 9.71 7.63 79 Home Value: $100,000-$149,999 10.93 16.65 152 Home Value: $150,000-$199,999 8.72 16.75 192 Home Value: $200,000-$499,999 27.24 37.26 137 Home Value: $500,000 or More 10.14 2.78 27 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 16.95 104 Length of Residence: 1-4 Years 28.54 37.17 130 Length of Residence: 5 Years or More 55.08 45.89 83 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 17.84 313 Presence of Children: 2-5 Years Old 10.79 35.48 329 Presence of Children: 6-11 Years Old 14.28 47.77 335 Presence of Children: 12-17 Years Old 14.93 49.36 331 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 36.57 299 Number of Children in Household: 2 11.37 41.72 367 Number of Children in Household: 3 4.77 16.55 347 Number of Children in Household: 4 1.57 3.87 247 Number of Children in Household: 5+ 0.68 1.29 190 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 3.57 10 Household Size: 3 or 4 People 27.71 68.09 246 Household Size: 5+ people 9.32 28.34 304 43 New Homesteaders Top 15 Lifestyle Behaviors Index Buy Children’s Athletic Shoes, 6mo (H) 321 Go Whitewater Rafting, 1yr (A) 291 Buy from Chuck E Cheese, 1mo (A) 282 Use Children’s Cold Medicine, 1mo (H) 272 Buy Children’s Clothes, 6mos (H) 261 Use Baby Foods, 1wk (H) 245 Buy Children’s Bicycles, 1yr (A) 243 Buy Baby Furniture/Equipment, 6mo (H) 232 Order from Walmart.com, 1yr (A) 219 Own Camcorder (H) 215 Go Roller Skating, 1yr (A) 215 Buy Electronic Games, 1yr (A) 212 Own Roller Blades/In-Line Skates (A) 211 Buy Toys by Internet, 1yr (A) 210 Buy from Chick-Fil-A, 1mo (A) 209 Lifestyle Behaviors 16-30 Index Buy Contemporary Christian Music, 1yr (A) 208 Go Mountain Bicycling, 1yr (A) 207 Order from priceline.com, 1yr (A) 206 Use Vonage for Long Distance Service (H) 206 Own Any Video Game System (H) 203 Go Horseback Riding, 1yr (A) 203 Buy Educational Toys, 1yr (A) 203 Buy from Family Restaurant, Child Decides, 6mo (A) 201 Buy Children’s Book, 1yr (A) 199 Own Mountain Bicycle (A) 197 Buy from Hooters, 1mo (A) 197 Play Softball, 1yr (A) 196 Shop at Harris Teeter, 1mo (A) 196 Own All Terrain Vehicle (H) 194 Rent DVD, 1+/1mo (A) 193 Lifestyle Behaviors 31-45 Index Do Karate, 1yr (A) 190 Buy Hard Rock Music, 1yr (A) 190 Shop at Winn Dixie, 1mo (A) 189 Buy Adidas Shoes, 1yr (A) 189 Own Downhill Skis/Boots (A) 189 Buy Basketball Shoes, 1yr (A) 186 Go Camping, 1yr (A) 186 Own Sony PlayStation 3 (H) 185 Own Bowling Ball (A) 185 Go to High School Sports, 1+ Times, 1mo (A) 185 Own Sleeping Bag (H) 184 Go In-Line Skating, 1yr (A) 184 Buy from Little Caesar’s, 1mo (A) 184 Own Tent (H) 184 Go Bowling, 1yr (A) 183 44 Middleburg Managers 27 Middleburg Managers Upper-Mid, Older w/o Kids Middleburg Managers arose when empty-nesters settled in satellite communities, which o ered a lower cost of living and more relaxed pace. Today, segment residents tend to be middle-class with solid white-collar jobs or comfortable retirements. In their older homes, they enjoy reading, playing musical instruments, indoor gardening, and re nishing furniture. Social Group: City Centers Lifestage Group: Conservative Classics 2009 Statistics: US Households: 2,303,539 (2.00%) Median HH Income: $53,453 Lifestyle Traits Shop at Pottery Barn Buy books on tape Read VFW Magazine Watch Inspiration Network Mercury Grand Marquis Flex Fuel Demographics Traits: Urbanicity: Second City Income: Upper-Mid Income Producing Assets: Above Avg. Age Ranges: 45-64 Presence of Kids: HH w/o Kids Homeownership: Mostly Owners Employment Levels: White Collar, Mix Education Levels: College Grad Ethnic Diversity: White, Black, Mix 45 Middleburg Managers Age Description U.S. Segment Index Householder Age: 18-24 5.26 0.00 0 Householder Age: 25-34 14.59 0.00 0 Householder Age: 35-44 18.67 0.00 0 Householder Age: 45-54 22.24 24.49 110 Householder Age: 55-64 17.44 37.22 213 Householder Age: 65-74 11.17 22.25 199 Householder Age: 75+ 10.64 16.15 152 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 14.12 142 Household Income: $50,000-$74,999 18.96 78.18 412 Household Income: $75,000-$99,999 11.92 7.70 65 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 0.00 0 Householder Age: 35-54 40.90 24.49 60 Householder Age: 55+ 39.25 75.51 192 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 92.30 230 Household Income: $75,000-$99,999 11.92 7.70 65 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 5.56 42 Householder Education: Graduated High School 30.80 32.19 105 Householder Education: Attended Some College 25.89 31.34 121 Householder Education: Bachelor’s Degree 19.34 21.71 112 Householder Education: Post Graduate Degree 10.61 9.09 86 46 Middleburg Managers Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 11.87 93 Householder Occupation: Professional 13.99 12.19 87 Householder Occupation: Sales/O ce 13.99 13.80 99 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 3.64 44 Householder Occupation: Other Employed 18.19 15.94 88 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 3.64 133 Householder Occupation Detail: Management 9.98 8.24 83 Householder Occupation Detail: Architect/Engineer 1.55 1.28 83 Householder Occupation Detail: Legal 0.80 1.39 173 Householder Occupation Detail: Computer/Mathematical 2.23 0.75 34 Householder Occupation Detail: Health Practitioner/Technician 2.86 1.07 37 Householder Occupation Detail: Education/Training/Library 3.47 4.81 139 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.32 45 Householder Occupation Detail: Community/Social Services 1.05 1.93 183 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.75 55 Householder Occupation Detail: Sales/Related 7.78 7.06 91 Householder Occupation Detail: O ce/Admin Support 6.21 6.63 107 Householder Occupation Detail: Protective Service/Military 1.81 1.93 106 Householder Occupation Detail: Personal Care/Service 1.65 0.96 58 Householder Occupation Detail: Healthcare Support 0.92 0.96 105 Householder Occupation Detail: Food Preparation/Serving 2.09 0.64 31 Householder Occupation Detail: Transport/Material Moving 4.91 4.71 96 Householder Occupation Detail: Production 4.76 5.03 106 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.60 77 Householder Occupation Detail: Natural Resources/Construction 4.34 1.07 25 Householder Occupation Detail: Maintenance/Repair 3.86 2.57 67 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 87.06 109 Race: Black 11.32 9.20 81 Race: Asian 2.26 1.71 76 Race: Other 6.77 2.46 36 Ethnicity: Hispanic 10.16 7.70 76 Language Description U.S. Segment Index Household First Language: English 92.88 95.72 103 Household First Language: Spanish 4.84 3.10 64 Household First Language: Other 2.27 1.18 52 47 Middleburg Managers Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 85.35 120 Tenure: Rents Home 28.62 14.65 51 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.75 16 Home Value: $50,000-$99,999 9.71 11.02 113 Home Value: $100,000-$149,999 10.93 16.79 154 Home Value: $150,000-$199,999 8.72 15.19 174 Home Value: $200,000-$499,999 27.24 31.98 117 Home Value: $500,000 or More 10.14 9.73 96 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 7.49 46 Length of Residence: 1-4 Years 28.54 19.79 69 Length of Residence: 5 Years or More 55.08 72.62 132 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 24.28 91 Household Size: 2 People 36.23 57.43 159 Household Size: 3 or 4 People 27.71 17.33 63 Household Size: 5+ people 9.32 0.86 9 48 Middleburg Managers Top 15 Lifestyle Behaviors Index Order from Readers Digest Association, 1yr (A) 234 Buy 35mm Camera, 1yr (A) 227 Buy from Sizzler Family Steakhouse, 1mo (A) 208 Belong to a Veterans Club (A) 201 Buy Books on Tape, 1yr (A) 197 Domestic Vacation, Go Skiing, 1yr (A) 197 Shop at Military Commissary, 1mo (A) 197 Stay at Motel 6 on Vacation, 1yr (A) 195 Shop at A&P, 1mo (A) 192 Visit Allergist, 1yr (A) 191 Buy from Whataburger, 1mo (A) 182 Use Discount Brokerage Firm, 1yr (A) 180 Use Full Service Brokerage Firm, 1yr (A) 177 Own US Treasury Notes (A) 176 Buy from Boston Market, 1mo (A) 175 Lifestyle Behaviors 16-30 Index Contribute to PBS, 1yr (A) 174 Own Any Stock (A) 173 Buy From Krispy Kreme Doughnuts, 1mo (A) 172 Own Annuities (A) 169 Order from J.C. Penney, 1yr (A) 169 Order from Home Shopping Network, 1yr (A) 168 Own Stationary Bike (A) 168 Buy from Olive Garden, 1mo (A) 167 Drive Compact Pickup (A) 164 Drive Recreational Vehicle (A) 164 Drink Domestic White Wine, 1wk (A) 164 Own Horse (H) 164 Use Vonage for Long Distance Service (H) 162 Belong to a Civic Club (A) 161 Do Indoor Gardening/Plants, 1yr (A) 158 Lifestyle Behaviors 31-45 Index Shop at Sherwin Williams, 1yr (A) 158 Own Handgun (A) 157 Purchase Any Airline Tickets via Phone/Mail, 1yr (A) 156 Buy from Golden Corral, 1mo (A) 154 Buy from Cracker Barrel, 1mo (A) 153 Drink Diet Coke, 1wk (A) 152 Own City/Municipal Government Bonds (A) 152 Buy Classical Music, 1yr (A) 151 Drink Gin, 1mo (A) 151 Foreign Travel by Cruise Ship, 3yr (A) 151 Shop at Wawa, 6mo (A) 151 Drink 7-Up, 1wk (A) 150 Do Bird Watching, 1yr (A) 147 Use Property/Garden Maintenance Svc, 1yr (H) 147 Belong to AAA Auto Club (A) 147 49 Boomtown Singles 35 Boomtown Singles Lower-Mid, Middle Age w/o Kids A ordable housing, abundant entry-level jobs, and a thriving singles scene--all have given rise to the Boomtown Singles segment in fast-growing satellite cities. Single, and working- class, these residents pursue active lifestyles amid sprawling apartment complexes, bars, convenience stores, and laundromats. Social Group: City Centers Lifestage Group: Young Achievers 2009 Statistics: US Households: 1,605,045 (1.39%) Median HH Income: $41,046 Lifestyle Traits Shop at Victoria’s Secret Do Karate Read bridal magazines Watch VH1 Suzuki SX4 Demographics Traits: Urbanicity: Second City Income: Lower-Mid Income Producing Assets: Below Avg. Age Ranges: <55 Presence of Kids: HH w/o Kids Homeownership: Mix, Renters Employment Levels: WC, Service, Mix Education Levels: Some College Ethnic Diversity: White, Black, Asian, Hispanic 50 Boomtown Singles Age Description U.S. Segment Index Householder Age: 18-24 5.26 20.89 397 Householder Age: 25-34 14.59 26.88 184 Householder Age: 35-44 18.67 26.27 141 Householder Age: 45-54 22.24 25.96 117 Householder Age: 55-64 17.44 0.00 0 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 1.38 13 Household Income: $30,000-$39,999 11.23 53.30 475 Household Income: $40,000-$49,999 9.95 45.16 454 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 47.77 241 Householder Age: 35-54 40.90 52.23 128 Householder Age: 55+ 39.25 0.00 0 Household Income: Under $30K 27.71 1.38 5 Household Income: $30K-$74K 40.14 98.46 245 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 8.60 65 Householder Education: Graduated High School 30.80 32.26 105 Householder Education: Attended Some College 25.89 35.94 139 Householder Education: Bachelor’s Degree 19.34 18.89 98 Householder Education: Post Graduate Degree 10.61 4.15 39 51 Boomtown Singles Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 8.60 68 Householder Occupation: Professional 13.99 11.98 86 Householder Occupation: Sales/O ce 13.99 24.12 172 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 11.21 137 Householder Occupation: Other Employed 18.19 34.41 189 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 5.38 197 Householder Occupation Detail: Management 9.98 3.07 31 Householder Occupation Detail: Architect/Engineer 1.55 0.77 50 Householder Occupation Detail: Legal 0.80 0.31 38 Householder Occupation Detail: Computer/Mathematical 2.23 0.46 21 Householder Occupation Detail: Health Practitioner/Technician 2.86 2.15 75 Householder Occupation Detail: Education/Training/Library 3.47 4.30 124 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 1.54 217 Householder Occupation Detail: Community/Social Services 1.05 0.77 73 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 1.84 134 Householder Occupation Detail: Sales/Related 7.78 9.68 124 Householder Occupation Detail: O ce/Admin Support 6.21 14.59 235 Householder Occupation Detail: Protective Service/Military 1.81 4.15 229 Householder Occupation Detail: Personal Care/Service 1.65 2.76 167 Householder Occupation Detail: Healthcare Support 0.92 2.15 234 Householder Occupation Detail: Food Preparation/Serving 2.09 4.45 214 Householder Occupation Detail: Transport/Material Moving 4.91 7.07 144 Householder Occupation Detail: Production 4.76 10.45 219 Householder Occupation Detail: Building Grounds Maintenance 2.08 3.53 170 Householder Occupation Detail: Natural Resources/Construction 4.34 6.76 156 Householder Occupation Detail: Maintenance/Repair 3.86 4.45 115 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 66.67 84 Race: Black 11.32 19.97 176 Race: Asian 2.26 2.61 116 Race: Other 6.77 11.06 163 Ethnicity: Hispanic 10.16 13.98 138 Language Description U.S. Segment Index Household First Language: English 92.88 89.40 96 Household First Language: Spanish 4.84 8.60 178 Household First Language: Other 2.27 2.00 88 52 Boomtown Singles Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 37.48 53 Tenure: Rents Home 28.62 62.37 218 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 2.92 63 Home Value: $50,000-$99,999 9.71 11.83 122 Home Value: $100,000-$149,999 10.93 7.53 69 Home Value: $150,000-$199,999 8.72 6.45 74 Home Value: $200,000-$499,999 27.24 8.14 30 Home Value: $500,000 or More 10.14 0.46 5 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 36.56 224 Length of Residence: 1-4 Years 28.54 36.87 129 Length of Residence: 5 Years or More 55.08 26.42 48 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 48.08 180 Household Size: 2 People 36.23 38.10 105 Household Size: 3 or 4 People 27.71 12.60 45 Household Size: 5+ people 9.32 1.23 13 53 Boomtown Singles Top 15 Lifestyle Behaviors Index Do Karate, 1yr (A) 331 Buy Spanish/Latin Music, 1yr (A) 314 Participate in Online Dating, 1mo (A) 284 Uses Cell Phone Only, no Land Line (H) 271 Go to Professional Football Games, 1+ Times, 1mo (A) 264 Go to College Football Games, 1+ Times, 1mo (A) 256 Drink Guinness Stout, 6mo (A) 251 Order from Publishers Clearing House, 1yr (A) 244 Domestic Travel by Bus, 1yr (A) 237 Drink Slim Fast, 1wk (A) 237 Go Whitewater Rafting, 1yr (A) 226 Buy Rap Music, 1yr (A) 222 Drink Corona Extra Beer, 1wk (A) 213 Go Ice Skating, 1yr (A) 207 Collect Art, 1yr (A) 207 Lifestyle Behaviors 16-30 Index Use Cigarette Rolling Paper, 1wk (A) 206 Use video game system to play games online (H) 205 Travel to Japan/Hong Kong/Other Asia, 3yr (A) 193 Go Snowboarding, 1yr (A) 190 Read Comic Books, 1yr (A) 187 Buy from Whataburger, 1mo (A) 184 Buy Humidi er, 1yr (H) 184 Own Xbox 360 (H) 182 Order from Walmart.com, 1yr (A) 177 Go Jogging, 1yr (A) 172 Play Billiards/Pool, 1yr (A) 171 Buy from Captain D’s, 1mo (A) 171 Buy Hard Rock Music, 1yr (A) 169 Drink Budweiser Beer, 1wk (A) 168 Buy from Hooters, 1mo (A) 166 Lifestyle Behaviors 31-45 Index Shop at 7-Eleven, 1mo (A) 164 Do Painting/Drawing, 1yr (A) 162 Buy Contemporary Christian Music, 1yr (A) 159 Buy Timberland shoes, 1yr (A) 158 Drink Tequila, 1mo (A) 158 Shop at Circle K, 6mo (A) 157 Has Personal Education Loan (A) 157 Buy Basketball Shoes, 1yr (A) 156 Buy from Houlihan’s, 1mo (A) 156 Visit Gambling Site Online, 1mo (A) 153 Shop at The Gap, 3mo (A) 151 Buy Alternative Music, 1yr (A) 150 Connected to Internet using Cell Phone, 1 mo (A) 148 Go to Bar/Nightclub, 1yr (A) 148 Buy from Bob’s Big Boy, 1mo (A) 147 54 Blue-Chip Blues 36 Blue-Chip Blues Midscale, Younger w/ Kids Blue-Chip Blues is known as a comfortable lifestyle for ethnically-diverse, young, sprawling families with well-paying blue-collar jobs. The segment’s aging neighborhoods feature compact, modestly priced homes surrounded by commercial centers that cater to child-lled households. Social Group: Middleburbs Lifestage Group: Mainstream Families 2009 Statistics: US Households: 1,438,998 (1.25%) Median HH Income: $52,242 Lifestyle Traits Shop at Marshalls Buy fashion dolls Read Baby Talk Watch Univision Mitsubishi Lancer Demographics Traits: Urbanicity: Suburban Income: Midscale Income Producing Assets: Below Avg. Age Ranges: 25-44 Presence of Kids: HH w/ Kids Homeownership: Mix, Owners Employment Levels: BC, Service, Mix Education Levels: Some College Ethnic Diversity: White, Black, Asian, Hispanic 55 Blue-Chip Blues Age Description U.S. Segment Index Householder Age: 18-24 5.26 3.75 71 Householder Age: 25-34 14.59 30.78 211 Householder Age: 35-44 18.67 38.28 205 Householder Age: 45-54 22.24 23.28 105 Householder Age: 55-64 17.44 3.91 22 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 29.22 260 Household Income: $40,000-$49,999 9.95 39.53 397 Household Income: $50,000-$74,999 18.96 31.41 166 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 34.69 175 Householder Age: 35-54 40.90 61.56 151 Householder Age: 55+ 39.25 3.91 10 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 100.00 249 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 14.53 109 Householder Education: Graduated High School 30.80 35.16 114 Householder Education: Attended Some College 25.89 31.09 120 Householder Education: Bachelor’s Degree 19.34 15.47 80 Householder Education: Post Graduate Degree 10.61 3.75 35 56 Blue-Chip Blues Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 7.97 63 Householder Occupation: Professional 13.99 13.75 98 Householder Occupation: Sales/O ce 13.99 21.88 156 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 15.47 189 Householder Occupation: Other Employed 18.19 30.94 170 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 3.44 126 Householder Occupation Detail: Management 9.98 4.53 45 Householder Occupation Detail: Architect/Engineer 1.55 1.09 71 Householder Occupation Detail: Legal 0.80 0.31 39 Householder Occupation Detail: Computer/Mathematical 2.23 1.88 84 Householder Occupation Detail: Health Practitioner/Technician 2.86 2.97 104 Householder Occupation Detail: Education/Training/Library 3.47 4.06 117 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.47 66 Householder Occupation Detail: Community/Social Services 1.05 1.41 133 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 1.72 125 Householder Occupation Detail: Sales/Related 7.78 8.75 112 Householder Occupation Detail: O ce/Admin Support 6.21 12.97 209 Householder Occupation Detail: Protective Service/Military 1.81 1.41 78 Householder Occupation Detail: Personal Care/Service 1.65 2.66 161 Householder Occupation Detail: Healthcare Support 0.92 1.09 119 Householder Occupation Detail: Food Preparation/Serving 2.09 3.75 180 Householder Occupation Detail: Transport/Material Moving 4.91 10.94 223 Householder Occupation Detail: Production 4.76 7.50 158 Householder Occupation Detail: Building Grounds Maintenance 2.08 3.44 165 Householder Occupation Detail: Natural Resources/Construction 4.34 8.13 187 Householder Occupation Detail: Maintenance/Repair 3.86 7.34 190 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 62.34 78 Race: Black 11.32 18.44 163 Race: Asian 2.26 3.91 173 Race: Other 6.77 15.63 231 Ethnicity: Hispanic 10.16 25.94 255 Language Description U.S. Segment Index Household First Language: English 92.88 82.03 88 Household First Language: Spanish 4.84 13.75 284 Household First Language: Other 2.27 4.38 192 57 Blue-Chip Blues Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 58.75 82 Tenure: Rents Home 28.62 41.25 144 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 1.09 23 Home Value: $50,000-$99,999 9.71 7.81 80 Home Value: $100,000-$149,999 10.93 15.78 144 Home Value: $150,000-$199,999 8.72 9.53 109 Home Value: $200,000-$499,999 27.24 22.66 83 Home Value: $500,000 or More 10.14 2.19 22 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 25.16 154 Length of Residence: 1-4 Years 28.54 40.00 140 Length of Residence: 5 Years or More 55.08 34.84 63 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 19.06 334 Presence of Children: 2-5 Years Old 10.79 35.78 332 Presence of Children: 6-11 Years Old 14.28 46.09 323 Presence of Children: 12-17 Years Old 14.93 46.09 309 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 42.81 349 Number of Children in Household: 2 11.37 34.84 306 Number of Children in Household: 3 4.77 15.47 324 Number of Children in Household: 4 1.57 5.00 319 Number of Children in Household: 5+ 0.68 2.03 299 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 12.19 34 Household Size: 3 or 4 People 27.71 60.16 217 Household Size: 5+ people 9.32 27.66 297 58 Blue-Chip Blues Top 15 Lifestyle Behaviors Index Use Baby Foods, 1wk (H) 322 Use Children’s Cold Medicine, 1mo (H) 307 Buy Baby Furniture/Equipment, 6mo (H) 293 Buy Children’s Athletic Shoes, 6mo (H) 261 Buy from Chuck E Cheese, 1mo (A) 253 Shop at Disney Store, 3mo (A) 250 Buy Children’s Clothes, 6mos (H) 244 Buy from Little Caesar’s, 1mo (A) 229 Own Sony PlayStation 3 (H) 226 Buy from Checkers, 1mo (A) 220 Drink Corona Extra Beer, 1wk (A) 214 Buy from Church’s Chicken, 6mo (A) 211 Shop at White Hen, 6mo (A) 209 Buy Spanish/Latin Music, 1yr (A) 207 Shop at 7-Eleven, 1mo (A) 203 Lifestyle Behaviors 16-30 Index Buy from Au Bon Pain, 1mo (A) 193 Buy from Popeyes, 1mo (A) 192 Go Roller Skating, 1yr (A) 188 Own Bird (H) 187 Shop at Victoria’s Secret, 3mo (A) 186 Buy Air Puri er Machine, 1yr (H) 186 Use video game system to play games online (H) 184 Buy Adidas Shoes, 1yr (A) 182 Buy Children’s Bicycles, 1yr (A) 181 Use Short-Term Loan from a Payday Loan/Cash-Advance Company, 1yr (A) 181 Own Any Video Game System (H) 180 Buy from Family Restaurant, Child Decides, 6mo (A) 179 Buy Basketball Shoes, 1yr (A) 179 Buy Puma Shoes, 1yr (A) 177 Buy Charcoal Grill, 1yr (H) 177 Lifestyle Behaviors 31-45 Index Own Xbox 360 (H) 177 Buy Timberland shoes, 1yr (A) 174 Play Volleyball, 1yr (A) 172 Buy Rap Music, 1yr (A) 172 Visit Allergist, 1yr (A) 169 Buy Videos by Mail/Phone, 1yr (A) 168 Shop at Marshall’s, 3mo (A) 167 Buy from Domino’s Pizza, 1mo (A) 167 Shop at Winn Dixie, 1mo (A) 164 Buy Electronic Games, 1yr (A) 162 Shop at Lane Bryant, 3mo (A) 162 Shop at Old Navy, 3mo (A) 162 Shop at Circle K, 6mo (A) 160 Buy from Papa John’s, 1mo (A) 159 Drink Tequila, 1mo (A) 158 59 Home Sweet Home 19 Home Sweet Home Upper-Mid, Middle Age w/o Kids Widely scattered across the nation’s suburbs, the residents of Home Sweet Home tend to be upper-middle-class married couples living in mid-sized homes without children. The adults in the segment, mostly under 55, have gone to college and hold professional and white-collar jobs. With their upper-middle-class incomes and small families, these folks have fashioned comfortable lifestyles, lling their homes with exercise equipment, TV sets, and pets. Social Group: The A uentials Lifestage Group: Midlife Success 2009 Statistics: US Households: 2,109,604 (1.83%) Median HH Income: $70,201 Lifestyle Traits Order from sears.com Rent/buy exercise videos Read Cigar A cionado Watch Style Channel Volkswagen Passat Demographics Traits: Urbanicity: Suburban Income: Upper-Mid Income Producing Assets: Above Avg. Age Ranges: <55 Presence of Kids: HH w/o Kids Homeownership: Mostly Owners Employment Levels: Professional Education Levels: College Grad Ethnic Diversity: White, Black, Asian, Mix 60 Home Sweet Home Age Description U.S. Segment Index Householder Age: 18-24 5.26 6.91 131 Householder Age: 25-34 14.59 28.27 194 Householder Age: 35-44 18.67 20.51 110 Householder Age: 45-54 22.24 41.23 185 Householder Age: 55-64 17.44 3.08 18 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 38.15 201 Household Income: $75,000-$99,999 11.92 36.03 302 Household Income: $100,000-$149,999 11.85 25.72 217 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 35.18 177 Householder Age: 35-54 40.90 61.74 151 Householder Age: 55+ 39.25 3.08 8 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 38.15 95 Household Income: $75,000-$99,999 11.92 36.03 302 Household Income: $100K+ 20.24 25.72 127 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 2.44 18 Householder Education: Graduated High School 30.80 25.61 83 Householder Education: Attended Some College 25.89 30.61 118 Householder Education: Bachelor’s Degree 19.34 30.39 157 Householder Education: Post Graduate Degree 10.61 10.84 102 61 Home Sweet Home Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 19.02 150 Householder Occupation: Professional 13.99 27.63 197 Householder Occupation: Sales/O ce 13.99 16.37 117 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 14.35 175 Householder Occupation: Other Employed 18.19 19.34 106 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 4.46 164 Householder Occupation Detail: Management 9.98 14.56 146 Householder Occupation Detail: Architect/Engineer 1.55 4.57 295 Householder Occupation Detail: Legal 0.80 0.64 79 Householder Occupation Detail: Computer/Mathematical 2.23 7.65 343 Householder Occupation Detail: Health Practitioner/Technician 2.86 5.53 193 Householder Occupation Detail: Education/Training/Library 3.47 4.25 123 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 1.17 165 Householder Occupation Detail: Community/Social Services 1.05 1.49 141 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 2.34 170 Householder Occupation Detail: Sales/Related 7.78 9.14 117 Householder Occupation Detail: O ce/Admin Support 6.21 7.33 118 Householder Occupation Detail: Protective Service/Military 1.81 2.34 129 Householder Occupation Detail: Personal Care/Service 1.65 1.28 77 Householder Occupation Detail: Healthcare Support 0.92 0.85 93 Householder Occupation Detail: Food Preparation/Serving 2.09 2.44 117 Householder Occupation Detail: Transport/Material Moving 4.91 5.74 117 Householder Occupation Detail: Production 4.76 5.21 109 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.38 66 Householder Occupation Detail: Natural Resources/Construction 4.34 6.91 159 Householder Occupation Detail: Maintenance/Repair 3.86 7.44 193 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 81.83 103 Race: Black 11.32 11.16 99 Race: Asian 2.26 2.87 127 Race: Other 6.77 4.14 61 Ethnicity: Hispanic 10.16 8.93 88 Language Description U.S. Segment Index Household First Language: English 92.88 95.43 103 Household First Language: Spanish 4.84 2.34 48 Household First Language: Other 2.27 2.23 98 62 Home Sweet Home Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 70.78 99 Tenure: Rents Home 28.62 29.12 102 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.74 16 Home Value: $50,000-$99,999 9.71 3.29 34 Home Value: $100,000-$149,999 10.93 11.26 103 Home Value: $150,000-$199,999 8.72 13.18 151 Home Value: $200,000-$499,999 27.24 38.58 142 Home Value: $500,000 or More 10.14 3.72 37 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 22.32 137 Length of Residence: 1-4 Years 28.54 38.58 135 Length of Residence: 5 Years or More 55.08 39.11 71 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 24.23 91 Household Size: 2 People 36.23 57.81 160 Household Size: 3 or 4 People 27.71 17.11 62 Household Size: 5+ people 9.32 0.85 9 63 Home Sweet Home Top 15 Lifestyle Behaviors Index Own/Lease New Volkswagen (H) 280 Buy From Ruth’s Chris Steak House, 6mo (A) 267 Order from J. Crew, 1yr (A) 248 Buy from Chipotle, 1mo (A) 241 Buy From Baja Fresh Mexican Grill, 1mo (A) 239 Buy from Hooters, 1mo (A) 230 Has Personal Education Loan (A) 229 Drink Guinness Stout, 6mo (A) 225 Go In-Line Skating, 1yr (A) 222 Go Snowboarding, 1yr (A) 221 Play Volleyball, 1yr (A) 219 Buy from Boston Market, 1mo (A) 216 Buy from Papa John’s, 1mo (A) 213 Shop at Circle K, 6mo (A) 210 Buy from Whataburger, 1mo (A) 202 Lifestyle Behaviors 16-30 Index Participate in Online Dating, 1mo (A) 201 Visit Gambling Site Online, 1mo (A) 201 Buy from Chili’s Grill & Bar, 1mo (A) 199 Buy from Einstein Bros, 1mo (A) 198 Use Internet Bank (A) 198 Buy from Bennigan’s, 1mo (A) 198 Drive Motorcycle (A) 197 Play Racquetball, 1yr (A) 196 Play Billiards/Pool, 1yr (A) 196 Go Whitewater Rafting, 1yr (A) 195 Shop at IKEA, 1yr (A) 194 Shop at Wegmans, 1mo (A) 192 Buy from Outback Steakhouse, 1mo (A) 191 Buy Hard Rock Music, 1yr (A) 191 Go to Bar/Nightclub, 1yr (A) 190 Lifestyle Behaviors 31-45 Index Order from buy.com, 1yr (A) 185 Pay Bills Online, 1mo (A) 184 Buy Alternative Music, 1yr (A) 184 Uses Cell Phone Only, no Land Line (H) 182 Connected to Internet using Cell Phone, 1 mo (A) 182 Use video game system to play games online (H) 181 Go Water Skiing, 1yr (A) 181 Exercise at Club, 2+ Times/wk, 1yr (A) 181 Own Motorcycle (H) 180 Domestic Travel by Rental Car, 1yr (A) 180 Bank by Internet, 1yr (A) 178 Buy from T.G.I. Friday’s, 1mo (A) 177 Play Softball, 1yr (A) 177 Gamble at Las Vegas, 1yr (A) 175 Shop at Shoppers Food Warehouse, 1mo (A) 175 64 Up-and-Comers 24 Up-and-Comers Upper-Mid, Middle Age w/o Kids Up-and-Comers is a stopover for younger, upper-mid singles before they marry, have families, and establish more deskbound lifestyles. Found in second-tier cities, these mobile twentysomethings include a disproportionate number of recent college graduates who are into athletic activities, the latest technology, and nightlife entertainment. Social Group: City Centers Lifestage Group: Young Achievers 2009 Statistics: US Households: 1,496,913 (1.30%) Median HH Income: $52,258 Lifestyle Traits Shop at Ethan Allen Galleries Go in-line skating Read Maxim Watch MTV Nissan Xterra Demographics Traits: Urbanicity: Second City Income: Upper-Mid Income Producing Assets: Moderate Age Ranges: <55 Presence of Kids: HH w/o Kids Homeownership: Mix, Owners Employment Levels: Professional Education Levels: College Grad Ethnic Diversity: White, Asian, Hispanic, Mix 65 Up-and-Comers Age Description U.S. Segment Index Householder Age: 18-24 5.26 15.32 291 Householder Age: 25-34 14.59 30.81 211 Householder Age: 35-44 18.67 27.35 147 Householder Age: 45-54 22.24 26.52 119 Householder Age: 55-64 17.44 0.00 0 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 10.38 104 Household Income: $50,000-$74,999 18.96 78.58 414 Household Income: $75,000-$99,999 11.92 11.20 94 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 46.13 232 Householder Age: 35-54 40.90 53.87 132 Householder Age: 55+ 39.25 0.00 0 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 88.80 221 Household Income: $75,000-$99,999 11.92 11.20 94 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 4.78 36 Householder Education: Graduated High School 30.80 23.06 75 Householder Education: Attended Some College 25.89 35.26 136 Householder Education: Bachelor’s Degree 19.34 27.51 142 Householder Education: Post Graduate Degree 10.61 9.39 88 66 Up-and-Comers Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 10.87 86 Householder Occupation: Professional 13.99 26.19 187 Householder Occupation: Sales/O ce 13.99 19.28 138 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 14.99 183 Householder Occupation: Other Employed 18.19 22.57 124 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 4.45 163 Householder Occupation Detail: Management 9.98 6.43 64 Householder Occupation Detail: Architect/Engineer 1.55 1.81 117 Householder Occupation Detail: Legal 0.80 0.99 123 Householder Occupation Detail: Computer/Mathematical 2.23 4.94 221 Householder Occupation Detail: Health Practitioner/Technician 2.86 4.61 161 Householder Occupation Detail: Education/Training/Library 3.47 8.24 238 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 2.31 325 Householder Occupation Detail: Community/Social Services 1.05 0.33 31 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 2.97 216 Householder Occupation Detail: Sales/Related 7.78 11.53 148 Householder Occupation Detail: O ce/Admin Support 6.21 7.74 125 Householder Occupation Detail: Protective Service/Military 1.81 4.78 264 Householder Occupation Detail: Personal Care/Service 1.65 0.82 50 Householder Occupation Detail: Healthcare Support 0.92 0.66 72 Householder Occupation Detail: Food Preparation/Serving 2.09 1.15 55 Householder Occupation Detail: Transport/Material Moving 4.91 6.26 128 Householder Occupation Detail: Production 4.76 6.10 128 Householder Occupation Detail: Building Grounds Maintenance 2.08 2.80 134 Householder Occupation Detail: Natural Resources/Construction 4.34 6.26 144 Householder Occupation Detail: Maintenance/Repair 3.86 8.57 222 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 81.05 102 Race: Black 11.32 10.05 89 Race: Asian 2.26 2.14 95 Race: Other 6.77 7.25 107 Ethnicity: Hispanic 10.16 13.34 131 Language Description U.S. Segment Index Household First Language: English 92.88 94.07 101 Household First Language: Spanish 4.84 3.79 78 Household First Language: Other 2.27 2.31 101 67 Up-and-Comers Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 52.06 73 Tenure: Rents Home 28.62 47.94 168 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 1.81 39 Home Value: $50,000-$99,999 9.71 11.04 114 Home Value: $100,000-$149,999 10.93 14.83 136 Home Value: $150,000-$199,999 8.72 7.91 91 Home Value: $200,000-$499,999 27.24 15.82 58 Home Value: $500,000 or More 10.14 0.66 6 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 35.26 216 Length of Residence: 1-4 Years 28.54 36.24 127 Length of Residence: 5 Years or More 55.08 28.50 52 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 32.62 122 Household Size: 2 People 36.23 50.58 140 Household Size: 3 or 4 People 27.71 15.49 56 Household Size: 5+ people 9.32 1.15 12 68 Up-and-Comers Top 15 Lifestyle Behaviors Index Do Karate, 1yr (A) 374 Play Volleyball, 1yr (A) 280 Visit Gambling Site Online, 1mo (A) 266 Use Vonage for Long Distance Service (H) 264 Own Sportswatch/Chronograph (A) 256 Play Tennis, 1yr (A) 254 Go to Ice Hockey Games, 1+ Times, 1mo (A) 249 Play Racquetball, 1yr (A) 240 Go In-Line Skating, 1yr (A) 235 Buy from Blimpie Subs & Salads, 1mo (A) 234 Buy from California Pizza Kitchen, 1mo (A) 231 Use video game system to play games online (H) 229 Uses Cell Phone Only, no Land Line (H) 228 Buy from Hooters, 1mo (A) 224 Go Scuba/Skin Diving/Snorkeling, 1yr (A) 223 Lifestyle Behaviors 16-30 Index Buy from Papa John’s, 1mo (A) 221 Play Billiards/Pool, 1yr (A) 218 Shop at Ethan Allen Galleries, 1yr (A) 215 Participate in Online Dating, 1mo (A) 210 Read Comic Books, 1yr (A) 209 Drink Guinness Stout, 6mo (A) 209 Play Chess, 1yr (A) 208 Travel to Australia/New Zealand/South Paci c, 3yr (A) 207 Stay at Motel 6 on Vacation, 1yr (A) 204 Shop at Express, 3mo (A) 203 Travel to Bahamas, 3yr (A) 203 Own Motorcycle (H) 201 Has Personal Education Loan (A) 199 Shop at Military Commissary, 1mo (A) 199 Go to Bar/Nightclub, 1yr (A) 199 Lifestyle Behaviors 31-45 Index Buy from Chili’s Grill & Bar, 1mo (A) 195 Drink Corona Extra Beer, 1wk (A) 193 Shop at Banana Republic, 3mo (A) 186 Buy Puma Shoes, 1yr (A) 186 Go Whitewater Rafting, 1yr (A) 182 Go Backpacking/Hiking, 1yr (A) 181 Owns TiVo (DVR) (H) 180 Buy from Cheesecake Factory, 1mo (A) 178 Shop at IKEA, 1yr (A) 177 Go Roller Skating, 1yr (A) 176 Buy 35mm Camera, 1yr (A) 175 Buy Adidas Shoes, 1yr (A) 175 Buy Automotive Tools, 1yr (H) 175 Go Ice Skating, 1yr (A) 175 Play Trivia Games, 1yr (A) 174 Moving Beyond Data PSYCHOGRAPHIC PROFILE Secondary Retail Trade Area Broken Arrow, Oklahoma Prepared for Broken Arrow Economic Development Corporation Chamber of Commerce 04.17.12 4 Contents Contact Information.................................................................2 Psychographics Overview ...........................................................5 Dominant Lifestyle Segments .......................................................6 Lifestyle Segment De nitions........................................................7 Lifestyle Segment De nitions........................................................8 Middleburg Managers...............................................................9 Sunset City Blues ...................................................................14 Upward Bound .....................................................................19 Boomtown Singles .................................................................24 White Picket Fences ................................................................29 Kids & Cul-de-sacs..................................................................34 Family Thrifts .......................................................................39 City Startups .......................................................................44 Second City Elite ...................................................................49 Home Sweet Home ................................................................54 New Beginnings ...................................................................59 Up-and-Comers ....................................................................64 Brite Lites, Li’l City ..................................................................69 New Homesteaders ................................................................74 Acknowledgements................................................................79 5 Psychographics Overview Psychographics Psychographics, simply de ned, is the use of demographics to study and measure attitudes, values, lifestyles and buying habits of a household, community or trade area. There are 66 Lifestyle Segments used to classify psychographic pro les. An area of study will always be de ned by one or more of these Lifestyle Segments. Dominant Segments Dominant Segments are those Psychographic Lifestyle Segments which make up approximately 50% of the total population of a Retail Trade Area or other study area. In some cases, one or two segments can make up signi cantly more than 50% of the total population. In this situation, often the top ve segments are presented. Lifestyle Behaviors Abbreviations & Reference Codes In the “Lifestyle Behaviors” portions (for each Lifestyle Segment) of this document certain abbreviations and reference codes are provided to help explain various statistical gures and de nitions. Below you will nd a brief overview of these and their usage. H = Survey questions asked by MediaMark in the universe of “Households” A = Survey questions asked by MediaMark in the universe of “Adults” within households. 1wk = Once a week 3mo = Three times per month 1yr = Once per year 3yr = Three times per year * denotes that there is quantitative information behind the question (ex. how much they spent, etc.) “Index” refers to the average household performance. The average household performance index is 100. For any lifestyle behavior index higher than 100, there is a higher than average likelihood for that lifestyle behavior to be exhibited by individuals in a lifestyle segment. For any lifestyle behavior index lower than 100, there is a lower than average likelihood for that behavior to be exhibited by those individuals in a lifestyle segment. For example, an index of 50 would indicate that individuals in a particular lifestyle segment would be “half” as likely to exhibit that lifestyle behavior. An index of 200 would indicate that individuals in a particular lifestyle segment would be twice as likely. An index of 300, three times as likely, etc. 0. 0 0 % 1. 0 0 % 2. 0 0 % 3. 0 0 % 4. 0 0 % 5. 0 0 % 6. 0 0 % 7. 0 0 % 01 Upper Crust 02 Blue Blood Estates 03 Movers and Shakers 04 Young Digerati 05 Country Squires 06 Winner's Circle 07 Money and Brains 08 Executive Suites 09 Big Fish, Small Pond 10 Second City Elite 11 God's Country 12 Brite Lites, Li'l City 13 Upward Bound 14 New Empty Nests 15 Pools and Patios 16 Bohemian Mix 17 Beltway Boomers 18 Kids and Cul-de-Sacs 19 Home Sweet Home 20 Fast-Track Families 21 Gray Power 22 Young Influentials 23 Greenbelt Sports 24 Up-and-Comers 25 Country Casuals 26 The Cosmopolitans 27 Middleburg Managers 28 Traditional Times 29 American Dreams 30 Suburban Sprawl 31 Urban Achievers 32 New Homesteaders 33 Big Sky Families 34 White Picket Fences 35 Boomtown Singles 36 Blue-Chip Blues 37 Mayberry-ville 38 Simple Pleasures 39 Domestic Duos 40 Close-In Couples 41 Sunset City Blues 42 Red, White and Blues 43 Heartlanders 44 New Beginnings 45 Blue Highways 46 Old Glories 47 City Startups 48 Young and Rustic 49 American Classics 50 Kid Country, USA 51 Shotguns and Pickups 52 Suburban Pioneers 53 Mobility Blues 54 Multi-Culti Mosaic 55 Golden Ponds 56 Crossroads Villagers 57 Old Milltowns 58 Back Country Folks 59 Urban Elders 60 Park Bench Seniors 61 City Roots 62 Hometown Retired 63 Family Thrifts 64 Bedrock America 65 Big City Blues 66 Low-Rise Living Do m i n a n t L i f e s t y l e S e g m e n t s 7 Lifestyle Segment De nitions 27 Middleburg Managers - 6.09% Middleburg Managers arose when empty-nesters settled in satellite communities, which o ered a lower cost of living and more relaxed pace. Today, segment residents tend to be middle-class with solid white-collar jobs or comfortable retirements. In their older homes, they enjoy reading, playing musical instruments, indoor gardening, and re nishing furniture. 41 Sunset City Blues - 4.82% Scattered throughout the older neighborhoods of small cities, Sunset City Blues is a segment of lower-middle-class singles and couples who have retired or are getting close to it. These empty-nesters tend to own their homes but have modest educations and incomes. They maintain a low-key lifestyle lled with newspapers and television by day, and family-style restaurants at night. 13 Upward Bound - 4.53% More than any other segment, Upward Bound appears to be the home of those legendary Soccer Moms and Dads. In these small satellite cities, upscale families boast dual incomes, college degrees, and new split-levels and colonials. Residents of Upward Bound tend to be kid- obsessed, with heavy purchases of computers, action gures, dolls, board games, bicycles, and camping equipment. 35 Boomtown Singles - 4.34% A ordable housing, abundant entry-level jobs, and a thriving singles scene--all have given rise to the Boomtown Singles segment in fast-growing satellite cities. Single, and working- class, these residents pursue active lifestyles amid sprawling apartment complexes, bars, convenience stores, and laundromats. 34 White Picket Fences - 3.80% Midpoint on the socioeconomic ladder, residents in White Picket Fences look a lot like the stereotypical American household of a generation ago: young, upper-middle-class, and married with children. But the current version is characterized by modest homes and ethnic diversity, including a disproportionate number of Hispanics and African-Americans. 18 Kids & Cul-de-sacs - 3.73% Upper-middle class, suburban, married couples with children--that’s the skinny on Kids & Cul-de-Sacs, an enviable lifestyle of large families in recently built subdivisions. With a high rate of Hispanic and Asian Americans, this segment is a refuge for college-educated, white- collar professionals with administrative jobs and upper-middle-class incomes. Their nexus of education, a uence, and children translates into large outlays for child-centered products and services. 63 Family Thrifts - 3.43% The small-city cousins of inner-city districts, Family Thrifts contain young, ethnically diverse parents who have lots of children and work entry-level service jobs. In these apartment-lled neighborhoods, visitors nd the streets jam-packed with babies and toddlers, tricycles and basketball hoops, Suzukis and Kias. 47 City Startups - 3.37% In City Startups, young, multi-ethnic singles have settled in neighborhoods lled with cheap apartments and a commercial base of cafés, bars, laundromats, and clubs that cater to twentysomethings. One of the youngest segments in America--with ten times as many college students as the national average--these neighborhoods feature low incomes and high concentrations of African-Americans. 8 Lifestyle Segment De nitions 10 Second City Elite - 3.04% There’s money to be found in the nation’s smaller cities, and you’re most likely to nd it in Second City Elite. The residents of these satellite cities tend to be prosperous professionals who decorate their homes with multiple computers, large-screen TV sets, and an impressive collection of wines. With more than half holding college degrees, Second City Elite residents enjoy cultural activities--from reading books to attending theater and dance productions. 19 Home Sweet Home - 2.83% Widely scattered across the nation’s suburbs, the residents of Home Sweet Home tend to be upper-middle-class married couples living in mid-sized homes without children. The adults in the segment, mostly under 55, have gone to college and hold professional and white-collar jobs. With their upper-middle-class incomes and small families, these folks have fashioned comfortable lifestyles, lling their homes with exercise equipment, TV sets, and pets. 44 New Beginnings - 2.82% Filled with young, single adults, New Beginnings is a magnet for adults in transition. Many of its residents are twentysomething singles and couples just starting out on their career paths--or starting over after recent divorces or company transfers. Ethnically diverse--with nearly half its residents Hispanic, Asian, or African-American--New Beginnings households tend to have the modest living standards typical of transient apartment dwellers. 24 Up-and-Comers - 2.77% Up-and-Comers is a stopover for younger, upper-mid singles before they marry, have families, and establish more deskbound lifestyles. Found in second-tier cities, these mobile twentysomethings include a disproportionate number of recent college graduates who are into athletic activities, the latest technology, and nightlife entertainment. 12 Brite Lites, Li’l City - 2.58% Not all of America’s chic sophisticates live in major metros. Brite Lights, Li’l City is a group of well-o , middle-aged couples settled in the nation’s satellite cities. Residents of these typical DINK (double income, no kids) households have college educations, well-paying business and professional careers, and swank homes lled with the latest technology. 32 New Homesteaders - 2.56% Young, upper-middle-class families seeking to escape suburban sprawl nd refuge in New Homesteaders, a collection of small rustic townships lled with new ranches and Cape Cods. With decent-paying jobs in white and blue-collar industries, these dual-income couples have fashioned comfortable, child-centered lifestyles; their driveways are lled with campers and powerboats, their family rooms with PlayStations and Game Boys. 9 Middleburg Managers 27 Middleburg Managers Upper-Mid, Older w/o Kids Middleburg Managers arose when empty-nesters settled in satellite communities, which o ered a lower cost of living and more relaxed pace. Today, segment residents tend to be middle-class with solid white-collar jobs or comfortable retirements. In their older homes, they enjoy reading, playing musical instruments, indoor gardening, and re nishing furniture. Social Group: City Centers Lifestage Group: Conservative Classics 2009 Statistics: US Households: 2,303,539 (2.00%) Median HH Income: $53,453 Lifestyle Traits Shop at Pottery Barn Buy books on tape Read VFW Magazine Watch Inspiration Network Mercury Grand Marquis Flex Fuel Demographics Traits: Urbanicity: Second City Income: Upper-Mid Income Producing Assets: Above Avg. Age Ranges: 45-64 Presence of Kids: HH w/o Kids Homeownership: Mostly Owners Employment Levels: White Collar, Mix Education Levels: College Grad Ethnic Diversity: White, Black, Mix 10 Middleburg Managers Age Description U.S. Segment Index Householder Age: 18-24 5.26 0.00 0 Householder Age: 25-34 14.59 0.00 0 Householder Age: 35-44 18.67 0.00 0 Householder Age: 45-54 22.24 24.49 110 Householder Age: 55-64 17.44 37.22 213 Householder Age: 65-74 11.17 22.25 199 Householder Age: 75+ 10.64 16.15 152 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 14.12 142 Household Income: $50,000-$74,999 18.96 78.18 412 Household Income: $75,000-$99,999 11.92 7.70 65 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 0.00 0 Householder Age: 35-54 40.90 24.49 60 Householder Age: 55+ 39.25 75.51 192 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 92.30 230 Household Income: $75,000-$99,999 11.92 7.70 65 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 5.56 42 Householder Education: Graduated High School 30.80 32.19 105 Householder Education: Attended Some College 25.89 31.34 121 Householder Education: Bachelor’s Degree 19.34 21.71 112 Householder Education: Post Graduate Degree 10.61 9.09 86 11 Middleburg Managers Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 11.87 93 Householder Occupation: Professional 13.99 12.19 87 Householder Occupation: Sales/O ce 13.99 13.80 99 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 3.64 44 Householder Occupation: Other Employed 18.19 15.94 88 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 3.64 133 Householder Occupation Detail: Management 9.98 8.24 83 Householder Occupation Detail: Architect/Engineer 1.55 1.28 83 Householder Occupation Detail: Legal 0.80 1.39 173 Householder Occupation Detail: Computer/Mathematical 2.23 0.75 34 Householder Occupation Detail: Health Practitioner/Technician 2.86 1.07 37 Householder Occupation Detail: Education/Training/Library 3.47 4.81 139 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.32 45 Householder Occupation Detail: Community/Social Services 1.05 1.93 183 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.75 55 Householder Occupation Detail: Sales/Related 7.78 7.06 91 Householder Occupation Detail: O ce/Admin Support 6.21 6.63 107 Householder Occupation Detail: Protective Service/Military 1.81 1.93 106 Householder Occupation Detail: Personal Care/Service 1.65 0.96 58 Householder Occupation Detail: Healthcare Support 0.92 0.96 105 Householder Occupation Detail: Food Preparation/Serving 2.09 0.64 31 Householder Occupation Detail: Transport/Material Moving 4.91 4.71 96 Householder Occupation Detail: Production 4.76 5.03 106 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.60 77 Householder Occupation Detail: Natural Resources/Construction 4.34 1.07 25 Householder Occupation Detail: Maintenance/Repair 3.86 2.57 67 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 87.06 109 Race: Black 11.32 9.20 81 Race: Asian 2.26 1.71 76 Race: Other 6.77 2.46 36 Ethnicity: Hispanic 10.16 7.70 76 Language Description U.S. Segment Index Household First Language: English 92.88 95.72 103 Household First Language: Spanish 4.84 3.10 64 Household First Language: Other 2.27 1.18 52 12 Middleburg Managers Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 85.35 120 Tenure: Rents Home 28.62 14.65 51 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.75 16 Home Value: $50,000-$99,999 9.71 11.02 113 Home Value: $100,000-$149,999 10.93 16.79 154 Home Value: $150,000-$199,999 8.72 15.19 174 Home Value: $200,000-$499,999 27.24 31.98 117 Home Value: $500,000 or More 10.14 9.73 96 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 7.49 46 Length of Residence: 1-4 Years 28.54 19.79 69 Length of Residence: 5 Years or More 55.08 72.62 132 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 24.28 91 Household Size: 2 People 36.23 57.43 159 Household Size: 3 or 4 People 27.71 17.33 63 Household Size: 5+ people 9.32 0.86 9 13 Middleburg Managers Top 15 Lifestyle Behaviors Index Order from Readers Digest Association, 1yr (A) 234 Buy 35mm Camera, 1yr (A) 227 Buy from Sizzler Family Steakhouse, 1mo (A) 208 Belong to a Veterans Club (A) 201 Buy Books on Tape, 1yr (A) 197 Domestic Vacation, Go Skiing, 1yr (A) 197 Shop at Military Commissary, 1mo (A) 197 Stay at Motel 6 on Vacation, 1yr (A) 195 Shop at A&P, 1mo (A) 192 Visit Allergist, 1yr (A) 191 Buy from Whataburger, 1mo (A) 182 Use Discount Brokerage Firm, 1yr (A) 180 Use Full Service Brokerage Firm, 1yr (A) 177 Own US Treasury Notes (A) 176 Buy from Boston Market, 1mo (A) 175 Lifestyle Behaviors 16-30 Index Contribute to PBS, 1yr (A) 174 Own Any Stock (A) 173 Buy From Krispy Kreme Doughnuts, 1mo (A) 172 Own Annuities (A) 169 Order from J.C. Penney, 1yr (A) 169 Order from Home Shopping Network, 1yr (A) 168 Own Stationary Bike (A) 168 Buy from Olive Garden, 1mo (A) 167 Drive Compact Pickup (A) 164 Drive Recreational Vehicle (A) 164 Drink Domestic White Wine, 1wk (A) 164 Own Horse (H) 164 Use Vonage for Long Distance Service (H) 162 Belong to a Civic Club (A) 161 Do Indoor Gardening/Plants, 1yr (A) 158 Lifestyle Behaviors 31-45 Index Shop at Sherwin Williams, 1yr (A) 158 Own Handgun (A) 157 Purchase Any Airline Tickets via Phone/Mail, 1yr (A) 156 Buy from Golden Corral, 1mo (A) 154 Buy from Cracker Barrel, 1mo (A) 153 Drink Diet Coke, 1wk (A) 152 Own City/Municipal Government Bonds (A) 152 Buy Classical Music, 1yr (A) 151 Drink Gin, 1mo (A) 151 Foreign Travel by Cruise Ship, 3yr (A) 151 Shop at Wawa, 6mo (A) 151 Drink 7-Up, 1wk (A) 150 Do Bird Watching, 1yr (A) 147 Use Property/Garden Maintenance Svc, 1yr (H) 147 Belong to AAA Auto Club (A) 147 14 Sunset City Blues 41 Sunset City Blues Lower-Mid, Older Mostly w/o Kids Scattered throughout the older neighborhoods of small cities, Sunset City Blues is a segment of lower-middle-class singles and couples who have retired or are getting close to it. These empty-nesters tend to own their homes but have modest educations and incomes. They maintain a low-key lifestyle lled with newspapers and television by day, and family-style restaurants at night. Social Group: City Centers Lifestage Group: Cautious Couples 2009 Statistics: US Households: 2,088,640 (1.81%) Median HH Income: $40,417 Lifestyle Traits Order from QVC Collect coins Read Ladies’ Home Journal Watch One Life to Live Kia Rondo Demographics Traits: Urbanicity: Second City Income: Lower-Mid Income Producing Assets: Above Avg. Age Ranges: 55+ Presence of Kids: Mostly w/o Kids Homeownership: Homeowners Employment Levels: Mostly Retired Education Levels: Some College Ethnic Diversity: White, Black, Mix 15 Sunset City Blues Age Description U.S. Segment Index Householder Age: 18-24 5.26 0.00 0 Householder Age: 25-34 14.59 0.00 0 Householder Age: 35-44 18.67 0.00 0 Householder Age: 45-54 22.24 7.09 32 Householder Age: 55-64 17.44 28.25 162 Householder Age: 65-74 11.17 33.33 298 Householder Age: 75+ 10.64 31.32 295 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 32.39 295 Household Income: $30,000-$39,999 11.23 43.38 386 Household Income: $40,000-$49,999 9.95 24.23 243 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 0.00 0 Householder Age: 35-54 40.90 7.09 17 Householder Age: 55+ 39.25 92.79 236 Household Income: Under $30K 27.71 32.39 117 Household Income: $30K-$74K 40.14 67.61 168 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 13.59 102 Householder Education: Graduated High School 30.80 44.21 144 Householder Education: Attended Some College 25.89 25.41 98 Householder Education: Bachelor’s Degree 19.34 12.65 65 Householder Education: Post Graduate Degree 10.61 4.02 38 16 Sunset City Blues Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 1.89 15 Householder Occupation: Professional 13.99 2.48 18 Householder Occupation: Sales/O ce 13.99 9.10 65 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 3.19 39 Householder Occupation: Other Employed 18.19 13.95 77 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 0.35 13 Householder Occupation Detail: Management 9.98 1.54 15 Householder Occupation Detail: Architect/Engineer 1.55 0.12 8 Householder Occupation Detail: Legal 0.80 0.00 0 Householder Occupation Detail: Computer/Mathematical 2.23 0.00 0 Householder Occupation Detail: Health Practitioner/Technician 2.86 0.83 29 Householder Occupation Detail: Education/Training/Library 3.47 0.83 24 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.12 17 Householder Occupation Detail: Community/Social Services 1.05 0.47 45 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.24 17 Householder Occupation Detail: Sales/Related 7.78 4.49 58 Householder Occupation Detail: O ce/Admin Support 6.21 4.49 72 Householder Occupation Detail: Protective Service/Military 1.81 1.06 59 Householder Occupation Detail: Personal Care/Service 1.65 2.48 150 Householder Occupation Detail: Healthcare Support 0.92 0.47 52 Householder Occupation Detail: Food Preparation/Serving 2.09 2.36 113 Householder Occupation Detail: Transport/Material Moving 4.91 3.43 70 Householder Occupation Detail: Production 4.76 2.48 52 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.65 79 Householder Occupation Detail: Natural Resources/Construction 4.34 0.83 19 Householder Occupation Detail: Maintenance/Repair 3.86 2.36 61 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 85.58 107 Race: Black 11.32 9.34 82 Race: Asian 2.26 1.42 63 Race: Other 6.77 3.55 52 Ethnicity: Hispanic 10.16 6.15 61 Language Description U.S. Segment Index Household First Language: English 92.88 94.21 101 Household First Language: Spanish 4.84 2.84 59 Household First Language: Other 2.27 2.96 130 17 Sunset City Blues Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 100.00 140 Tenure: Rents Home 28.62 0.00 0 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 8.51 183 Home Value: $50,000-$99,999 9.71 21.99 226 Home Value: $100,000-$149,999 10.93 21.04 193 Home Value: $150,000-$199,999 8.72 15.25 175 Home Value: $200,000-$499,999 27.24 27.90 102 Home Value: $500,000 or More 10.14 5.32 52 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 4.26 26 Length of Residence: 1-4 Years 28.54 10.05 35 Length of Residence: 5 Years or More 55.08 85.58 155 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.47 8 Presence of Children: 2-5 Years Old 10.79 2.13 20 Presence of Children: 6-11 Years Old 14.28 2.60 18 Presence of Children: 12-17 Years Old 14.93 4.37 29 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 4.26 35 Number of Children in Household: 2 11.37 2.01 18 Number of Children in Household: 3 4.77 0.71 15 Number of Children in Household: 4 1.57 0.35 23 Number of Children in Household: 5+ 0.68 0.12 17 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 38.65 145 Household Size: 2 People 36.23 45.51 126 Household Size: 3 or 4 People 27.71 14.18 51 Household Size: 5+ people 9.32 1.65 18 18 Sunset City Blues Top 15 Lifestyle Behaviors Index Order from Publishers Clearing House, 1yr (A) 302 Order from Readers Digest Association, 1yr (A) 229 Buy from Shoney’s, 1mo (A) 226 Order from Home Shopping Network, 1yr (A) 222 Belong to a Veterans Club (A) 197 Drink Slim Fast, 1wk (A) 193 Own US Treasury Notes (A) 180 Order from QVC, 1yr (A) 177 Read Comic Books, 1yr (A) 171 Shop at Military Commissary, 1mo (A) 168 Buy from Golden Corral, 1mo (A) 165 Contribute to PBS, 1yr (A) 163 Own/Lease New/Used, Fuel Type, Hybrid (H) 163 Buy from Sizzler Family Steakhouse, 1mo (A) 162 Buy from Captain D’s, 1mo (A) 157 Lifestyle Behaviors 16-30 Index Shop at Winn Dixie, 1mo (A) 155 Buy Classical Music, 1yr (A) 149 Own Any Certi cate of Deposit (A) 146 Drive Compact Pickup (A) 144 Belong to a Fraternal Order (A) 144 Own Annuities (A) 142 Order from L.L. Bean, 1yr (A) 142 Collect Coins, 1yr (A) 140 Shop at Talbots, 3mo (A) 139 Buy 35mm Camera, 1yr (A) 138 Use Internet, Light (A) 137 Use Property/Garden Maintenance Svc, 1yr (H) 137 Buy from Long John Silver, 1mo (A) 136 Use Spam, 1mo (H) 133 Visit Acupuncturist, 1yr (A) 133 Lifestyle Behaviors 31-45 Index Visit Physical Therapist, 1yr (A) 132 Take 3+ Cruises, 3yr (A) 132 Home Remodeling, Work by Professional, 1yr (H) 131 Buy from Cracker Barrel, 1mo (A) 130 Shop at JCPenney, 3mo (A) 129 Buy from Whataburger, 1mo (A) 128 Buy from Bob Evan’s Farm, 1mo (A) 127 Gamble at Atlantic City, 1yr (A) 126 Drive Van (A) 124 Order from J.C. Penney, 1yr (A) 124 Drink Bottled Water Home Delivery, 6mo (A) 124 Buy from Red Lobster, 1mo (A) 123 Buy Jazz Music, 1yr (A) 120 Diet: Semi-vegetarian (A) 119 Contribute to NPR, 1 yr (A) 118 19 Upward Bound 13 Upward Bound Upscale, Middle Age w/ Kids More than any other segment, Upward Bound appears to be the home of those legendary Soccer Moms and Dads. In these small satellite cities, upscale families boast dual incomes, college degrees, and new split-levels and colonials. Residents of Upward Bound tend to be kid- obsessed, with heavy purchases of computers, action gures, dolls, board games, bicycles, and camping equipment. Social Group: Second City Society Lifestage Group: Young Accumulators 2009 Statistics: US Households: 1,998,401 (1.73%) Median HH Income: $86,692 Lifestyle Traits Order from target.com Buy toys by Internet Read PC Gamer Watch Nickelodeon Honda Odyssey Demographics Traits: Urbanicity: Second City Income: Upscale Income Producing Assets: Above Avg. Age Ranges: 35-54 Presence of Kids: HH w/ Kids Homeownership: Mostly Owners Employment Levels: Management Education Levels: College Grad Ethnic Diversity: White, Asian, Hispanic, Mix 20 Upward Bound Age Description U.S. Segment Index Householder Age: 18-24 5.26 0.25 5 Householder Age: 25-34 14.59 19.73 135 Householder Age: 35-44 18.67 42.93 230 Householder Age: 45-54 22.24 28.66 129 Householder Age: 55-64 17.44 6.95 40 Householder Age: 65-74 11.17 1.36 12 Householder Age: 75+ 10.64 0.37 3 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 38.46 323 Household Income: $100,000-$149,999 11.85 39.58 334 Household Income: $150,000-$199,999 4.62 14.39 312 Household Income: $200,000 or More 3.79 7.69 203 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 19.98 101 Householder Age: 35-54 40.90 71.46 175 Householder Age: 55+ 39.25 8.56 22 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 0.00 0 Household Income: $75,000-$99,999 11.92 38.46 323 Household Income: $100K+ 20.24 61.66 305 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 3.97 30 Householder Education: Graduated High School 30.80 22.33 72 Householder Education: Attended Some College 25.89 25.56 99 Householder Education: Bachelor’s Degree 19.34 28.66 148 Householder Education: Post Graduate Degree 10.61 19.60 185 21 Upward Bound Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 28.41 224 Householder Occupation: Professional 13.99 25.43 182 Householder Occupation: Sales/O ce 13.99 13.77 98 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 12.28 150 Householder Occupation: Other Employed 18.19 14.14 78 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 6.45 237 Householder Occupation Detail: Management 9.98 21.96 220 Householder Occupation Detail: Architect/Engineer 1.55 2.98 192 Householder Occupation Detail: Legal 0.80 1.36 170 Householder Occupation Detail: Computer/Mathematical 2.23 5.96 267 Householder Occupation Detail: Health Practitioner/Technician 2.86 5.83 204 Householder Occupation Detail: Education/Training/Library 3.47 5.09 147 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.74 105 Householder Occupation Detail: Community/Social Services 1.05 1.36 130 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 2.11 154 Householder Occupation Detail: Sales/Related 7.78 8.56 110 Householder Occupation Detail: O ce/Admin Support 6.21 5.21 84 Householder Occupation Detail: Protective Service/Military 1.81 3.23 178 Householder Occupation Detail: Personal Care/Service 1.65 0.62 38 Householder Occupation Detail: Healthcare Support 0.92 0.62 68 Householder Occupation Detail: Food Preparation/Serving 2.09 0.37 18 Householder Occupation Detail: Transport/Material Moving 4.91 4.47 91 Householder Occupation Detail: Production 4.76 3.97 83 Householder Occupation Detail: Building Grounds Maintenance 2.08 0.99 48 Householder Occupation Detail: Natural Resources/Construction 4.34 6.20 143 Householder Occupation Detail: Maintenance/Repair 3.86 6.08 158 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 80.89 101 Race: Black 11.32 8.44 75 Race: Asian 2.26 4.47 198 Race: Other 6.77 6.82 101 Ethnicity: Hispanic 10.16 12.66 125 Language Description U.S. Segment Index Household First Language: English 92.88 93.05 100 Household First Language: Spanish 4.84 2.73 56 Household First Language: Other 2.27 4.22 185 22 Upward Bound Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 88.96 125 Tenure: Rents Home 28.62 11.04 39 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.00 0 Home Value: $50,000-$99,999 9.71 3.47 36 Home Value: $100,000-$149,999 10.93 9.18 84 Home Value: $150,000-$199,999 8.72 9.55 110 Home Value: $200,000-$499,999 27.24 48.88 179 Home Value: $500,000 or More 10.14 18.11 179 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 11.91 73 Length of Residence: 1-4 Years 28.54 33.75 118 Length of Residence: 5 Years or More 55.08 54.22 98 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 15.26 268 Presence of Children: 2-5 Years Old 10.79 35.98 333 Presence of Children: 6-11 Years Old 14.28 45.41 318 Presence of Children: 12-17 Years Old 14.93 46.65 312 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 42.56 347 Number of Children in Household: 2 11.37 37.10 326 Number of Children in Household: 3 4.77 15.14 317 Number of Children in Household: 4 1.57 4.59 293 Number of Children in Household: 5+ 0.68 0.74 110 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 2.11 6 Household Size: 3 or 4 People 27.71 69.85 252 Household Size: 5+ people 9.32 28.04 301 23 Upward Bound Top 15 Lifestyle Behaviors Index Has a 529 College Savings Account (A) 397 Buy from Einstein Bros, 1mo (A) 318 Buy Toys by Internet, 1yr (A) 318 Buy Children’s Athletic Shoes, 6mo (H) 311 Own Apple iPod (A) 303 Buy from Chuck E Cheese, 1mo (A) 303 Use Baby Foods, 1wk (H) 285 Buy from Family Restaurant, Child Decides, 6mo (A) 283 Buy Children’s Clothes, 6mos (H) 264 Stay at Courtyard (by Marriott) on Vacation, 1yr (A) 263 Buy Videos by Mail/Phone, 1yr (A) 258 Own/Lease New BMW (H) 255 Go Ice Skating, 1yr (A) 255 Domestic Vacation, Go Skiing, 1yr (A) 254 Use Children’s Cold Medicine, 1mo (H) 254 Lifestyle Behaviors 16-30 Index Drink Bottled Water Home Delivery, 6mo (A) 253 Own Roller Blades/In-Line Skates (A) 250 Buy Flowers by Internet, 1yr (A) 245 Go Water Skiing, 1yr (A) 245 Buy from Chili’s Grill & Bar, 1mo (A) 244 Buy Electronic Games, 1yr (A) 243 Own Racquetball Equipment (A) 243 Shop at Disney Store, 3mo (A) 243 Business Travel by Airplane, 3+, 1yr (A) 242 Buy from Romano’s Macaroni Grill, 1mo (A) 241 Travel to Australia/New Zealand/South Paci c, 3yr (A) 239 Shop at White Hen, 6mo (A) 239 Domestic Vacation, Spa, 1yr (A) 238 Buy From Starbucks, 1mo (A) 238 Buy Home Furnishings by Internet, 1yr (A) 237 Lifestyle Behaviors 31-45 Index Own Downhill Skis/Boots (A) 236 Go Downhill Skiing, 1yr (A) 235 Own Camcorder (H) 233 Shop at Ann Taylor, 3mo (A) 231 Buy from California Pizza Kitchen, 1mo (A) 230 Buy from Bertucci’s, 1mo (A) 230 Shop at Costco Wholesale Club, 1mo (A) 227 Buy from Quiznos, 1mo (A) 226 Owns TiVo (DVR) (H) 225 Connected to Internet using Cell Phone, 1 mo (A) 225 Play Tennis, 1yr (A) 224 Buy Educational Toys, 1yr (A) 224 Buy Children’s Bicycles, 1yr (A) 224 Shop at IKEA, 1yr (A) 223 Buy Men’s Business Suit, 1yr (A) 222 24 Boomtown Singles 35 Boomtown Singles Lower-Mid, Middle Age w/o Kids A ordable housing, abundant entry-level jobs, and a thriving singles scene--all have given rise to the Boomtown Singles segment in fast-growing satellite cities. Single, and working- class, these residents pursue active lifestyles amid sprawling apartment complexes, bars, convenience stores, and laundromats. Social Group: City Centers Lifestage Group: Young Achievers 2009 Statistics: US Households: 1,605,045 (1.39%) Median HH Income: $41,046 Lifestyle Traits Shop at Victoria’s Secret Do Karate Read bridal magazines Watch VH1 Suzuki SX4 Demographics Traits: Urbanicity: Second City Income: Lower-Mid Income Producing Assets: Below Avg. Age Ranges: <55 Presence of Kids: HH w/o Kids Homeownership: Mix, Renters Employment Levels: WC, Service, Mix Education Levels: Some College Ethnic Diversity: White, Black, Asian, Hispanic 25 Boomtown Singles Age Description U.S. Segment Index Householder Age: 18-24 5.26 20.89 397 Householder Age: 25-34 14.59 26.88 184 Householder Age: 35-44 18.67 26.27 141 Householder Age: 45-54 22.24 25.96 117 Householder Age: 55-64 17.44 0.00 0 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 1.38 13 Household Income: $30,000-$39,999 11.23 53.30 475 Household Income: $40,000-$49,999 9.95 45.16 454 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 47.77 241 Householder Age: 35-54 40.90 52.23 128 Householder Age: 55+ 39.25 0.00 0 Household Income: Under $30K 27.71 1.38 5 Household Income: $30K-$74K 40.14 98.46 245 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 8.60 65 Householder Education: Graduated High School 30.80 32.26 105 Householder Education: Attended Some College 25.89 35.94 139 Householder Education: Bachelor’s Degree 19.34 18.89 98 Householder Education: Post Graduate Degree 10.61 4.15 39 26 Boomtown Singles Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 8.60 68 Householder Occupation: Professional 13.99 11.98 86 Householder Occupation: Sales/O ce 13.99 24.12 172 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 11.21 137 Householder Occupation: Other Employed 18.19 34.41 189 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 5.38 197 Householder Occupation Detail: Management 9.98 3.07 31 Householder Occupation Detail: Architect/Engineer 1.55 0.77 50 Householder Occupation Detail: Legal 0.80 0.31 38 Householder Occupation Detail: Computer/Mathematical 2.23 0.46 21 Householder Occupation Detail: Health Practitioner/Technician 2.86 2.15 75 Householder Occupation Detail: Education/Training/Library 3.47 4.30 124 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 1.54 217 Householder Occupation Detail: Community/Social Services 1.05 0.77 73 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 1.84 134 Householder Occupation Detail: Sales/Related 7.78 9.68 124 Householder Occupation Detail: O ce/Admin Support 6.21 14.59 235 Householder Occupation Detail: Protective Service/Military 1.81 4.15 229 Householder Occupation Detail: Personal Care/Service 1.65 2.76 167 Householder Occupation Detail: Healthcare Support 0.92 2.15 234 Householder Occupation Detail: Food Preparation/Serving 2.09 4.45 214 Householder Occupation Detail: Transport/Material Moving 4.91 7.07 144 Householder Occupation Detail: Production 4.76 10.45 219 Householder Occupation Detail: Building Grounds Maintenance 2.08 3.53 170 Householder Occupation Detail: Natural Resources/Construction 4.34 6.76 156 Householder Occupation Detail: Maintenance/Repair 3.86 4.45 115 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 66.67 84 Race: Black 11.32 19.97 176 Race: Asian 2.26 2.61 116 Race: Other 6.77 11.06 163 Ethnicity: Hispanic 10.16 13.98 138 Language Description U.S. Segment Index Household First Language: English 92.88 89.40 96 Household First Language: Spanish 4.84 8.60 178 Household First Language: Other 2.27 2.00 88 27 Boomtown Singles Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 37.48 53 Tenure: Rents Home 28.62 62.37 218 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 2.92 63 Home Value: $50,000-$99,999 9.71 11.83 122 Home Value: $100,000-$149,999 10.93 7.53 69 Home Value: $150,000-$199,999 8.72 6.45 74 Home Value: $200,000-$499,999 27.24 8.14 30 Home Value: $500,000 or More 10.14 0.46 5 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 36.56 224 Length of Residence: 1-4 Years 28.54 36.87 129 Length of Residence: 5 Years or More 55.08 26.42 48 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 48.08 180 Household Size: 2 People 36.23 38.10 105 Household Size: 3 or 4 People 27.71 12.60 45 Household Size: 5+ people 9.32 1.23 13 28 Boomtown Singles Top 15 Lifestyle Behaviors Index Do Karate, 1yr (A) 331 Buy Spanish/Latin Music, 1yr (A) 314 Participate in Online Dating, 1mo (A) 284 Uses Cell Phone Only, no Land Line (H) 271 Go to Professional Football Games, 1+ Times, 1mo (A) 264 Go to College Football Games, 1+ Times, 1mo (A) 256 Drink Guinness Stout, 6mo (A) 251 Order from Publishers Clearing House, 1yr (A) 244 Domestic Travel by Bus, 1yr (A) 237 Drink Slim Fast, 1wk (A) 237 Go Whitewater Rafting, 1yr (A) 226 Buy Rap Music, 1yr (A) 222 Drink Corona Extra Beer, 1wk (A) 213 Go Ice Skating, 1yr (A) 207 Collect Art, 1yr (A) 207 Lifestyle Behaviors 16-30 Index Use Cigarette Rolling Paper, 1wk (A) 206 Use video game system to play games online (H) 205 Travel to Japan/Hong Kong/Other Asia, 3yr (A) 193 Go Snowboarding, 1yr (A) 190 Read Comic Books, 1yr (A) 187 Buy from Whataburger, 1mo (A) 184 Buy Humidi er, 1yr (H) 184 Own Xbox 360 (H) 182 Order from Walmart.com, 1yr (A) 177 Go Jogging, 1yr (A) 172 Play Billiards/Pool, 1yr (A) 171 Buy from Captain D’s, 1mo (A) 171 Buy Hard Rock Music, 1yr (A) 169 Drink Budweiser Beer, 1wk (A) 168 Buy from Hooters, 1mo (A) 166 Lifestyle Behaviors 31-45 Index Shop at 7-Eleven, 1mo (A) 164 Do Painting/Drawing, 1yr (A) 162 Buy Contemporary Christian Music, 1yr (A) 159 Buy Timberland shoes, 1yr (A) 158 Drink Tequila, 1mo (A) 158 Shop at Circle K, 6mo (A) 157 Has Personal Education Loan (A) 157 Buy Basketball Shoes, 1yr (A) 156 Buy from Houlihan’s, 1mo (A) 156 Visit Gambling Site Online, 1mo (A) 153 Shop at The Gap, 3mo (A) 151 Buy Alternative Music, 1yr (A) 150 Connected to Internet using Cell Phone, 1 mo (A) 148 Go to Bar/Nightclub, 1yr (A) 148 Buy from Bob’s Big Boy, 1mo (A) 147 29 White Picket Fences 34 White Picket Fences Upper-Mid, Younger w/ Kids Midpoint on the socioeconomic ladder, residents in White Picket Fences look a lot like the stereotypical American household of a generation ago: young, upper-middle-class, and married with children. But the current version is characterized by modest homes and ethnic diversity, including a disproportionate number of Hispanics and African-Americans. Social Group: City Centers Lifestage Group: Mainstream Families 2009 Statistics: US Households: 1,556,279 (1.35%) Median HH Income: $53,901 Lifestyle Traits Order from BMG Music Rent/buy kid’s videos Read People en Espanol Watch Latin Grammy Awards Kia Sedona Demographics Traits: Urbanicity: Second City Income: Upper-Mid Income Producing Assets: Moderate Age Ranges: 25-44 Presence of Kids: HH w/ Kids Homeownership: Mostly Owners Employment Levels: WC, Service, Mix Education Levels: Some College Ethnic Diversity: White, Black, Asian, Hispanic 30 White Picket Fences Age Description U.S. Segment Index Householder Age: 18-24 5.26 4.76 90 Householder Age: 25-34 14.59 30.95 212 Householder Age: 35-44 18.67 35.40 190 Householder Age: 45-54 22.24 22.70 102 Householder Age: 55-64 17.44 4.44 25 Householder Age: 65-74 11.17 1.43 13 Householder Age: 75+ 10.64 0.32 3 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 15.40 155 Household Income: $50,000-$74,999 18.96 74.13 391 Household Income: $75,000-$99,999 11.92 10.32 87 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 35.71 180 Householder Age: 35-54 40.90 58.10 142 Householder Age: 55+ 39.25 6.19 16 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 89.68 223 Household Income: $75,000-$99,999 11.92 10.32 87 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 12.54 94 Householder Education: Graduated High School 30.80 30.48 99 Householder Education: Attended Some College 25.89 33.17 128 Householder Education: Bachelor’s Degree 19.34 17.30 89 Householder Education: Post Graduate Degree 10.61 6.51 61 31 White Picket Fences Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 9.37 74 Householder Occupation: Professional 13.99 16.83 120 Householder Occupation: Sales/O ce 13.99 19.05 136 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 14.60 178 Householder Occupation: Other Employed 18.19 29.05 160 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 3.49 128 Householder Occupation Detail: Management 9.98 5.87 59 Householder Occupation Detail: Architect/Engineer 1.55 2.22 144 Householder Occupation Detail: Legal 0.80 0.63 79 Householder Occupation Detail: Computer/Mathematical 2.23 3.02 135 Householder Occupation Detail: Health Practitioner/Technician 2.86 3.02 106 Householder Occupation Detail: Education/Training/Library 3.47 4.60 133 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.16 22 Householder Occupation Detail: Community/Social Services 1.05 2.38 226 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.79 58 Householder Occupation Detail: Sales/Related 7.78 10.16 131 Householder Occupation Detail: O ce/Admin Support 6.21 8.89 143 Householder Occupation Detail: Protective Service/Military 1.81 2.38 131 Householder Occupation Detail: Personal Care/Service 1.65 1.90 115 Householder Occupation Detail: Healthcare Support 0.92 1.90 208 Householder Occupation Detail: Food Preparation/Serving 2.09 2.70 129 Householder Occupation Detail: Transport/Material Moving 4.91 8.10 165 Householder Occupation Detail: Production 4.76 9.84 207 Householder Occupation Detail: Building Grounds Maintenance 2.08 2.22 107 Householder Occupation Detail: Natural Resources/Construction 4.34 5.87 135 Householder Occupation Detail: Maintenance/Repair 3.86 8.73 226 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 68.41 86 Race: Black 11.32 16.51 146 Race: Asian 2.26 3.17 140 Race: Other 6.77 12.86 190 Ethnicity: Hispanic 10.16 22.22 219 Language Description U.S. Segment Index Household First Language: English 92.88 85.71 92 Household First Language: Spanish 4.84 11.75 243 Household First Language: Other 2.27 2.54 112 32 White Picket Fences Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 65.40 92 Tenure: Rents Home 28.62 34.60 121 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.79 17 Home Value: $50,000-$99,999 9.71 11.59 119 Home Value: $100,000-$149,999 10.93 16.35 150 Home Value: $150,000-$199,999 8.72 8.10 93 Home Value: $200,000-$499,999 27.24 25.08 92 Home Value: $500,000 or More 10.14 3.33 33 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 21.11 130 Length of Residence: 1-4 Years 28.54 39.52 138 Length of Residence: 5 Years or More 55.08 39.05 71 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 22.06 387 Presence of Children: 2-5 Years Old 10.79 35.87 332 Presence of Children: 6-11 Years Old 14.28 47.46 332 Presence of Children: 12-17 Years Old 14.93 47.14 316 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 42.22 345 Number of Children in Household: 2 11.37 33.97 299 Number of Children in Household: 3 4.77 14.29 300 Number of Children in Household: 4 1.57 4.76 304 Number of Children in Household: 5+ 0.68 4.60 677 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 6.83 19 Household Size: 3 or 4 People 27.71 62.06 224 Household Size: 5+ people 9.32 30.95 332 33 White Picket Fences Top 15 Lifestyle Behaviors Index Buy from Chuck E Cheese, 1mo (A) 321 Buy Children’s Athletic Shoes, 6mo (H) 311 Use Children’s Cold Medicine, 1mo (H) 279 Buy Baby Furniture/Equipment, 6mo (H) 271 Buy Children’s Clothes, 6mos (H) 261 Buy from Hooters, 1mo (A) 252 Use video game system to play games online (H) 241 Use Baby Foods, 1wk (H) 234 Use Short-Term Loan from a Payday Loan/Cash-Advance Company, 1yr (A) 233 Shop at Military Commissary, 1mo (A) 225 Buy Videos by Mail/Phone, 1yr (A) 223 Go Roller Skating, 1yr (A) 223 Buy from Family Restaurant, Child Decides, 6mo (A) 219 Buy from Houlihan’s, 1mo (A) 211 Buy from Little Caesar’s, 1mo (A) 209 Lifestyle Behaviors 16-30 Index Own Camcorder (H) 206 Buy from Rally’s, 1mo (A) 206 Order from Walmart.com, 1yr (A) 202 Buy from Checkers, 1mo (A) 199 Shop at Disney Store, 3mo (A) 198 Buy Computer Book, 1yr (A) 197 Buy Children’s Book, 1yr (A) 197 Play Soccer, 1yr (A) 196 Shop at Wegmans, 1mo (A) 195 Shop at The Limited, 3mo (A) 190 Buy from Domino’s Pizza, 1mo (A) 190 Own Any Video Game System (H) 188 Visit Any Theme Park, 1yr (A) 186 Order from Avon, 1yr (A) 186 Visit Gambling Site Online, 1mo (A) 185 Lifestyle Behaviors 31-45 Index Shop at Winn Dixie, 1mo (A) 185 Buy Children’s Bicycles, 1yr (A) 184 Shop at 7-Eleven, 1mo (A) 184 Play Baseball, 1yr (A) 183 Buy from Whataburger, 1mo (A) 181 Use Cigarette Rolling Paper, 1wk (A) 181 Order from Columbia House Music Club, 1yr (A) 179 Go Dancing, 1yr (A) 179 Buy Electronic Games, 1yr (A) 179 Drive Minivan (A) 178 Play Basketball, 1yr (A) 178 Shop at Old Navy, 3mo (A) 177 Play Softball, 1yr (A) 175 Buy Nike Shoes, 1yr (A) 175 Shop at Circle K, 6mo (A) 175 34 Kids & Cul-de-sacs 18 Kids & Cul-de-sacs Upper-Mid, Younger w/ Kids Upper-middle class, suburban, married couples with children--that’s the skinny on Kids & Cul-de-Sacs, an enviable lifestyle of large families in recently built subdivisions. With a high rate of Hispanic and Asian Americans, this segment is a refuge for college-educated, white- collar professionals with administrative jobs and upper-middle-class incomes. Their nexus of education, a uence, and children translates into large outlays for child-centered products and services. Social Group: The A uentials Lifestage Group: Young Accumulators 2009 Statistics: US Households: 1,864,873 (1.62%) Median HH Income: $74,448 Lifestyle Traits Shop at Disney Store Buy educational toys Read Parenting Watch Toon Disney Chrysler Town & Country Demographics Traits: Urbanicity: Suburban Income: Upper-Mid Income Producing Assets: Moderate Age Ranges: 25-44 Presence of Kids: HH w/ Kids Homeownership: Mostly Owners Employment Levels: White Collar, Mix Education Levels: College Grad Ethnic Diversity: White, Black, Asian, Hispanic 35 Kids & Cul-de-sacs Age Description U.S. Segment Index Householder Age: 18-24 5.26 2.88 55 Householder Age: 25-34 14.59 35.73 245 Householder Age: 35-44 18.67 61.39 329 Householder Age: 45-54 22.24 0.00 0 Householder Age: 55-64 17.44 0.00 0 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 36.57 193 Household Income: $75,000-$99,999 11.92 42.45 356 Household Income: $100,000-$149,999 11.85 20.98 177 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 38.61 194 Householder Age: 35-54 40.90 61.39 150 Householder Age: 55+ 39.25 0.00 0 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 36.57 91 Household Income: $75,000-$99,999 11.92 42.45 356 Household Income: $100K+ 20.24 20.98 104 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 4.32 32 Householder Education: Graduated High School 30.80 21.82 71 Householder Education: Attended Some College 25.89 33.93 131 Householder Education: Bachelor’s Degree 19.34 26.62 138 Householder Education: Post Graduate Degree 10.61 13.19 124 36 Kids & Cul-de-sacs Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 20.02 158 Householder Occupation: Professional 13.99 23.86 171 Householder Occupation: Sales/O ce 13.99 18.59 133 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 12.83 157 Householder Occupation: Other Employed 18.19 18.23 100 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 5.40 198 Householder Occupation Detail: Management 9.98 14.75 148 Householder Occupation Detail: Architect/Engineer 1.55 3.48 225 Householder Occupation Detail: Legal 0.80 1.08 135 Householder Occupation Detail: Computer/Mathematical 2.23 6.47 290 Householder Occupation Detail: Health Practitioner/Technician 2.86 5.16 180 Householder Occupation Detail: Education/Training/Library 3.47 5.16 149 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.72 101 Householder Occupation Detail: Community/Social Services 1.05 0.72 68 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 1.20 87 Householder Occupation Detail: Sales/Related 7.78 10.91 140 Householder Occupation Detail: O ce/Admin Support 6.21 7.67 124 Householder Occupation Detail: Protective Service/Military 1.81 4.20 232 Householder Occupation Detail: Personal Care/Service 1.65 1.44 87 Householder Occupation Detail: Healthcare Support 0.92 0.48 52 Householder Occupation Detail: Food Preparation/Serving 2.09 1.44 69 Householder Occupation Detail: Transport/Material Moving 4.91 5.64 115 Householder Occupation Detail: Production 4.76 3.96 83 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.08 52 Householder Occupation Detail: Natural Resources/Construction 4.34 6.24 144 Householder Occupation Detail: Maintenance/Repair 3.86 6.59 171 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 75.66 95 Race: Black 11.32 11.63 103 Race: Asian 2.26 4.68 207 Race: Other 6.77 8.63 127 Ethnicity: Hispanic 10.16 13.43 132 Language Description U.S. Segment Index Household First Language: English 92.88 91.97 99 Household First Language: Spanish 4.84 4.32 89 Household First Language: Other 2.27 3.72 163 37 Kids & Cul-de-sacs Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 78.78 110 Tenure: Rents Home 28.62 21.22 74 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.48 10 Home Value: $50,000-$99,999 9.71 3.00 31 Home Value: $100,000-$149,999 10.93 11.51 105 Home Value: $150,000-$199,999 8.72 12.11 139 Home Value: $200,000-$499,999 27.24 45.92 169 Home Value: $500,000 or More 10.14 5.76 57 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 16.07 99 Length of Residence: 1-4 Years 28.54 44.84 157 Length of Residence: 5 Years or More 55.08 38.73 70 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 22.30 391 Presence of Children: 2-5 Years Old 10.79 44.48 412 Presence of Children: 6-11 Years Old 14.28 53.24 373 Presence of Children: 12-17 Years Old 14.93 35.97 241 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 32.13 262 Number of Children in Household: 2 11.37 44.12 388 Number of Children in Household: 3 4.77 16.43 344 Number of Children in Household: 4 1.57 5.40 344 Number of Children in Household: 5+ 0.68 1.80 265 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 3.72 10 Household Size: 3 or 4 People 27.71 68.23 246 Household Size: 5+ people 9.32 28.06 301 38 Kids & Cul-de-sacs Top 15 Lifestyle Behaviors Index Buy Children’s Athletic Shoes, 6mo (H) 360 Has a 529 College Savings Account (A) 358 Buy from Chuck E Cheese, 1mo (A) 346 Use Children’s Cold Medicine, 1mo (H) 338 Shop at Disney Store, 3mo (A) 327 Use Baby Foods, 1wk (H) 304 Buy Children’s Clothes, 6mos (H) 303 Buy Baby Furniture/Equipment, 6mo (H) 303 Buy Toys by Internet, 1yr (A) 296 Shop at White Hen, 6mo (A) 284 Buy Children’s Bicycles, 1yr (A) 276 Own Roller Blades/In-Line Skates (A) 273 Go Ice Skating, 1yr (A) 270 Go to Zoo, 1yr (A) 262 Buy from Family Restaurant, Child Decides, 6mo (A) 257 Lifestyle Behaviors 16-30 Index Buy from Einstein Bros, 1mo (A) 246 Buy Home Study Course by Internet, 1yr (A) 242 Order from Eddie Bauer, 1yr (A) 240 Buy Educational Toys, 1yr (A) 239 Order from Walmart.com, 1yr (A) 237 Buy from Fuddruckers, 1mo (A) 235 Shop at IKEA, 1yr (A) 233 Buy Rap Music, 1yr (A) 233 Travel to Japan/Hong Kong/Other Asia, 3yr (A) 233 Buy Children’s Book, 1yr (A) 233 Buy from Schlotzsky’s Deli, 1mo (A) 233 Own Camcorder (H) 232 Shop at The Gap, 3mo (A) 228 Buy Electronic Games, 1yr (A) 227 Play Soccer, 1yr (A) 226 Lifestyle Behaviors 31-45 Index Go In-Line Skating, 1yr (A) 225 Buy From Baja Fresh Mexican Grill, 1mo (A) 222 Order from Victoria’s Secret, 1yr (A) 220 Drive Minivan (A) 216 Buy From Starbucks, 1mo (A) 215 Use video game system to play games online (H) 214 Play Baseball, 1yr (A) 212 Pay Bills Online, 1mo (A) 209 Visit Any Theme Park, 1yr (A) 207 Own Any Video Game System (H) 207 Go Bowling, 1yr (A) 206 Own Mountain Bicycle (A) 206 Buy Hard Rock Music, 1yr (A) 202 Domestic Vacation, Spa, 1yr (A) 201 Buy from Hooters, 1mo (A) 199 39 Family rifts 63 Family Thrifts Lower-Mid, Younger w/ Kids The small-city cousins of inner-city districts, Family Thrifts contain young, ethnically diverse parents who have lots of children and work entry-level service jobs. In these apartment-lled neighborhoods, visitors nd the streets jam-packed with babies and toddlers, tricycles and basketball hoops, Suzukis and Kias. Social Group: Micro-City Blues Lifestage Group: Sustaining Families 2009 Statistics: US Households: 2,086,967 (1.81%) Median HH Income: $31,483 Lifestyle Traits Shop at Walgreens Buy large baby dolls Read CosmoGIRL! Watch Noticiero Univision Suzuki Cars Demographics Traits: Urbanicity: Second City Income: Lower-Mid Income Producing Assets: Low Age Ranges: 25-44 Presence of Kids: HH w/ Kids Homeownership: Mix, Renters Employment Levels: WC, Service, Mix Education Levels: High School Grad Ethnic Diversity: White, Black, Hispanic, Mix 40 Family rifts Age Description U.S. Segment Index Householder Age: 18-24 5.26 14.89 283 Householder Age: 25-34 14.59 39.01 267 Householder Age: 35-44 18.67 30.73 165 Householder Age: 45-54 22.24 15.25 69 Householder Age: 55-64 17.44 0.00 0 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 15.48 245 Household Income: $10,000-$19,999 10.40 25.30 243 Household Income: $20,000-$29,999 10.98 21.75 198 Household Income: $30,000-$39,999 11.23 22.10 197 Household Income: $40,000-$49,999 9.95 15.37 154 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 53.90 271 Householder Age: 35-54 40.90 45.98 112 Householder Age: 55+ 39.25 0.00 0 Household Income: Under $30K 27.71 62.53 226 Household Income: $30K-$74K 40.14 37.47 93 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 29.20 219 Householder Education: Graduated High School 30.80 40.07 130 Householder Education: Attended Some College 25.89 22.58 87 Householder Education: Bachelor’s Degree 19.34 6.26 32 Householder Education: Post Graduate Degree 10.61 1.89 18 41 Family rifts Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 1.89 15 Householder Occupation: Professional 13.99 5.79 41 Householder Occupation: Sales/O ce 13.99 19.27 138 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 10.28 126 Householder Occupation: Other Employed 18.19 40.31 222 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 0.24 9 Householder Occupation Detail: Management 9.98 1.77 18 Householder Occupation Detail: Architect/Engineer 1.55 0.24 15 Householder Occupation Detail: Legal 0.80 0.12 15 Householder Occupation Detail: Computer/Mathematical 2.23 0.24 11 Householder Occupation Detail: Health Practitioner/Technician 2.86 1.06 37 Householder Occupation Detail: Education/Training/Library 3.47 2.13 61 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.24 33 Householder Occupation Detail: Community/Social Services 1.05 0.83 79 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 1.18 86 Householder Occupation Detail: Sales/Related 7.78 9.69 125 Householder Occupation Detail: O ce/Admin Support 6.21 9.57 154 Householder Occupation Detail: Protective Service/Military 1.81 2.25 124 Householder Occupation Detail: Personal Care/Service 1.65 3.43 207 Householder Occupation Detail: Healthcare Support 0.92 3.43 374 Householder Occupation Detail: Food Preparation/Serving 2.09 8.16 391 Householder Occupation Detail: Transport/Material Moving 4.91 8.63 176 Householder Occupation Detail: Production 4.76 7.33 154 Householder Occupation Detail: Building Grounds Maintenance 2.08 6.97 335 Householder Occupation Detail: Natural Resources/Construction 4.34 7.21 166 Householder Occupation Detail: Maintenance/Repair 3.86 3.07 80 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 45.98 58 Race: Black 11.32 29.79 263 Race: Asian 2.26 1.77 78 Race: Other 6.77 22.34 330 Ethnicity: Hispanic 10.16 30.85 304 Language Description U.S. Segment Index Household First Language: English 92.88 76.48 82 Household First Language: Spanish 4.84 20.80 430 Household First Language: Other 2.27 2.72 120 42 Family rifts Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 26.71 37 Tenure: Rents Home 28.62 73.29 256 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 3.31 71 Home Value: $50,000-$99,999 9.71 9.46 97 Home Value: $100,000-$149,999 10.93 3.19 29 Home Value: $150,000-$199,999 8.72 3.66 42 Home Value: $200,000-$499,999 27.24 6.86 25 Home Value: $500,000 or More 10.14 0.24 2 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 37.71 231 Length of Residence: 1-4 Years 28.54 39.95 140 Length of Residence: 5 Years or More 55.08 22.10 40 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 27.07 475 Presence of Children: 2-5 Years Old 10.79 44.33 411 Presence of Children: 6-11 Years Old 14.28 49.17 344 Presence of Children: 12-17 Years Old 14.93 39.83 267 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 37.12 303 Number of Children in Household: 2 11.37 29.43 259 Number of Children in Household: 3 4.77 21.28 446 Number of Children in Household: 4 1.57 8.39 535 Number of Children in Household: 5+ 0.68 3.90 574 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 13.36 37 Household Size: 3 or 4 People 27.71 55.20 199 Household Size: 5+ people 9.32 31.44 337 43 Family rifts Top 15 Lifestyle Behaviors Index Use Baby Foods, 1wk (H) 380 Buy Baby Furniture/Equipment, 6mo (H) 376 Use Children’s Cold Medicine, 1mo (H) 364 Buy Children’s Athletic Shoes, 6mo (H) 296 Use Cigarette Rolling Paper, 1wk (A) 294 Buy Children’s Clothes, 6mos (H) 281 Buy Spanish/Latin Music, 1yr (A) 268 Buy Rap Music, 1yr (A) 261 Use Short-Term Loan from a Payday Loan/Cash-Advance Company, 1yr (A) 225 Buy Children’s Bicycles, 1yr (A) 216 Buy Puma Shoes, 1yr (A) 210 Buy from Church’s Chicken, 6mo (A) 207 Diet: Vegetarian (A) 206 Order from Columbia House Music Club, 1yr (A) 202 Buy from Rally’s, 1mo (A) 201 Lifestyle Behaviors 16-30 Index Uses Cell Phone Only, no Land Line (H) 199 Buy 35mm Camera, 1yr (A) 195 Buy from Chuck E Cheese, 1mo (A) 194 Buy Timberland shoes, 1yr (A) 193 Drink Slim Fast, 1wk (A) 188 Use Laundry/Laundromat, 6mo (A) 187 Buy Humidi er, 1yr (H) 183 Shop at Winn Dixie, 1mo (A) 180 Buy Basketball Shoes, 1yr (A) 176 Go Roller Skating, 1yr (A) 170 Play Soccer, 1yr (A) 169 Own Any Video Game System (H) 166 Buy from Little Caesar’s, 1mo (A) 166 Lease Most Recent Vehicle (H) 165 Use Kellogg’s Corn Flakes, 1wk (H) 162 Lifestyle Behaviors 31-45 Index Own Xbox 360 (H) 159 Smoke Cigars, 1wk (A) 158 Own Sony PlayStation 3 (H) 157 Buy from Checkers, 1mo (A) 157 Buy Auto Service at Discount Department Store (H) 157 Buy from Domino’s Pizza, 1mo (A) 157 Buy from Family Restaurant, Child Decides, 6mo (A) 157 Buy Adidas Shoes, 1yr (A) 153 Buy from Long John Silver, 1mo (A) 152 Drink Coca Cola Classic, 1wk (A) 151 Buy Charcoal Grill, 1yr (H) 149 Buy Educational Toys, 1yr (A) 147 Buy Children’s Book, 1yr (A) 147 Buy Pre-Paid Calling Card, 1yr (A) 146 Shop at 7-Eleven, 1mo (A) 146 44 City Startups 47 City Startups Low Income, Younger w/o Kids In City Startups, young, multi-ethnic singles have settled in neighborhoods lled with cheap apartments and a commercial base of cafés, bars, laundromats, and clubs that cater to twentysomethings. One of the youngest segments in America--with ten times as many college students as the national average--these neighborhoods feature low incomes and high concentrations of African-Americans. Social Group: Micro-City Blues Lifestage Group: Striving Singles 2009 Statistics: US Households: 1,397,857 (1.21%) Median HH Income: $24,355 Lifestyle Traits Shop at The Limited Attend college football games Read Spin Watch G4 Suzuki Forenza Demographics Traits: Urbanicity: Second City Income: Low Income Income Producing Assets: Low Age Ranges: <35 Presence of Kids: HH w/o Kids Homeownership: Mix, Renters Employment Levels: WC, Service, Mix Education Levels: Some College Ethnic Diversity: White, Black, Mix 45 City Startups Age Description U.S. Segment Index Householder Age: 18-24 5.26 38.14 725 Householder Age: 25-34 14.59 16.87 116 Householder Age: 35-44 18.67 19.51 105 Householder Age: 45-54 22.24 25.48 115 Householder Age: 55-64 17.44 0.00 0 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 39.02 616 Household Income: $10,000-$19,999 10.40 32.16 309 Household Income: $20,000-$29,999 10.98 28.82 262 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 54.83 276 Householder Age: 35-54 40.90 44.99 110 Householder Age: 55+ 39.25 0.00 0 Household Income: Under $30K 27.71 100.00 361 Household Income: $30K-$74K 40.14 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 16.52 124 Householder Education: Graduated High School 30.80 31.11 101 Householder Education: Attended Some College 25.89 40.25 155 Householder Education: Bachelor’s Degree 19.34 10.19 53 Householder Education: Post Graduate Degree 10.61 1.76 17 46 City Startups Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 0.35 3 Householder Occupation: Professional 13.99 8.26 59 Householder Occupation: Sales/O ce 13.99 17.75 127 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 6.50 79 Householder Occupation: Other Employed 18.19 28.30 156 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 0.35 13 Householder Occupation Detail: Management 9.98 0.00 0 Householder Occupation Detail: Architect/Engineer 1.55 0.88 57 Householder Occupation Detail: Legal 0.80 0.00 0 Householder Occupation Detail: Computer/Mathematical 2.23 0.00 0 Householder Occupation Detail: Health Practitioner/Technician 2.86 0.88 31 Householder Occupation Detail: Education/Training/Library 3.47 1.93 56 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 2.81 397 Householder Occupation Detail: Community/Social Services 1.05 0.35 33 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 1.58 115 Householder Occupation Detail: Sales/Related 7.78 8.44 108 Householder Occupation Detail: O ce/Admin Support 6.21 9.31 150 Householder Occupation Detail: Protective Service/Military 1.81 0.35 19 Householder Occupation Detail: Personal Care/Service 1.65 4.39 266 Householder Occupation Detail: Healthcare Support 0.92 2.46 268 Householder Occupation Detail: Food Preparation/Serving 2.09 5.27 253 Householder Occupation Detail: Transport/Material Moving 4.91 6.33 129 Householder Occupation Detail: Production 4.76 5.10 107 Householder Occupation Detail: Building Grounds Maintenance 2.08 4.57 219 Householder Occupation Detail: Natural Resources/Construction 4.34 3.34 77 Householder Occupation Detail: Maintenance/Repair 3.86 3.16 82 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 51.32 64 Race: Black 11.32 39.19 346 Race: Asian 2.26 1.76 78 Race: Other 6.77 6.85 101 Ethnicity: Hispanic 10.16 8.61 85 Language Description U.S. Segment Index Household First Language: English 92.88 92.44 100 Household First Language: Spanish 4.84 4.57 94 Household First Language: Other 2.27 2.99 131 47 City Startups Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 1.23 2 Tenure: Rents Home 28.62 98.77 345 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.35 8 Home Value: $50,000-$99,999 9.71 0.88 9 Home Value: $100,000-$149,999 10.93 0.00 0 Home Value: $150,000-$199,999 8.72 0.00 0 Home Value: $200,000-$499,999 27.24 0.00 0 Home Value: $500,000 or More 10.14 0.00 0 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 48.51 298 Length of Residence: 1-4 Years 28.54 38.49 135 Length of Residence: 5 Years or More 55.08 12.65 23 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 63.62 238 Household Size: 2 People 36.23 26.54 73 Household Size: 3 or 4 People 27.71 8.26 30 Household Size: 5+ people 9.32 1.58 17 48 City Startups Top 15 Lifestyle Behaviors Index Uses Cell Phone Only, no Land Line (H) 319 Buy from Rally’s, 1mo (A) 299 Go to College Football Games, 1+ Times, 1mo (A) 274 Play Chess, 1yr (A) 247 Buy Puma Shoes, 1yr (A) 221 Use Cigarette Rolling Paper, 1wk (A) 211 Buy Videos by Mail/Phone, 1yr (A) 200 Use video game system to play games online (H) 198 Smoke Cigars, 1wk (A) 193 Use Laundry/Laundromat, 6mo (A) 192 Do Painting/Drawing, 1yr (A) 187 Go Roller Skating, 1yr (A) 182 Go Dancing, 1yr (A) 179 Read Comic Books, 1yr (A) 177 Go to College Basketball Games, 1+ Times, 1mo (A) 177 Lifestyle Behaviors 16-30 Index Buy from Papa John’s, 1mo (A) 176 Shop at Piggly Wiggly, 1mo (A) 176 Grocery Shopping, <$60, 1wk (H) 174 Buy Basketball Shoes, 1yr (A) 172 Buy Air Puri er Machine, 1yr (H) 170 Participate in Online Dating, 1mo (A) 170 Buy from Little Caesar’s, 1mo (A) 165 Buy from Checkers, 1mo (A) 162 Buy from Captain D’s, 1mo (A) 161 Buy from Popeyes, 1mo (A) 159 Buy from Au Bon Pain, 1mo (A) 159 Drink Slim Fast, 1wk (A) 156 Buy Rap Music, 1yr (A) 154 Drink Bourbon, 1mo (A) 153 Play Billiards/Pool, 1yr (A) 153 Lifestyle Behaviors 31-45 Index Buy from A&W, 1mo (A) 152 Play Basketball, 1yr (A) 151 Own Sony PlayStation 3 (H) 148 Play Tennis, 1yr (A) 146 Shop at Express, 3mo (A) 143 Buy from Whataburger, 1mo (A) 143 Buy from Church’s Chicken, 6mo (A) 142 Buy From Krispy Kreme Doughnuts, 1mo (A) 142 Play Volleyball, 1yr (A) 136 Use Kellogg’s Corn Flakes, 1wk (H) 135 Shop at The Limited, 3mo (A) 135 Use Spam, 1mo (H) 135 Lease Most Recent Vehicle (H) 133 Go Jogging, 1yr (A) 130 Buy Nike Shoes, 1yr (A) 129 49 Second City Elite 10 Second City Elite Upscale, Older w/o Kids There’s money to be found in the nation’s smaller cities, and you’re most likely to nd it in Second City Elite. The residents of these satellite cities tend to be prosperous professionals who decorate their homes with multiple computers, large-screen TV sets, and an impressive collection of wines. With more than half holding college degrees, Second City Elite residents enjoy cultural activities--from reading books to attending theater and dance productions. Social Group: Second City Society Lifestage Group: A uent Empty Nests 2009 Statistics: US Households: 1,475,465 (1.28%) Median HH Income: $80,634 Lifestyle Traits Shop at Talbots Belong to a civic club Read Travel & Leisure Watch Washington Week Lincoln Town Car Flex Fuel Demographics Traits: Urbanicity: Second City Income: Upscale Income Producing Assets: Elite Age Ranges: 45-64 Presence of Kids: HH w/o Kids Homeownership: Mostly Owners Employment Levels: White Collar, Mix Education Levels: Graduate Plus Ethnic Diversity: White 50 Second City Elite Age Description U.S. Segment Index Householder Age: 18-24 5.26 0.00 0 Householder Age: 25-34 14.59 0.00 0 Householder Age: 35-44 18.67 0.00 0 Householder Age: 45-54 22.24 0.00 0 Householder Age: 55-64 17.44 65.55 376 Householder Age: 65-74 11.17 21.24 190 Householder Age: 75+ 10.64 13.21 124 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 37.96 319 Household Income: $100,000-$149,999 11.85 37.79 319 Household Income: $150,000-$199,999 4.62 13.71 297 Household Income: $200,000 or More 3.79 10.54 278 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 0.00 0 Householder Age: 35-54 40.90 0.00 0 Householder Age: 55+ 39.25 100.00 255 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 0.00 0 Household Income: $75,000-$99,999 11.92 37.96 319 Household Income: $100K+ 20.24 61.87 306 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 3.18 24 Householder Education: Graduated High School 30.80 15.72 51 Householder Education: Attended Some College 25.89 24.58 95 Householder Education: Bachelor’s Degree 19.34 33.95 175 Householder Education: Post Graduate Degree 10.61 22.41 211 51 Second City Elite Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 21.40 169 Householder Occupation: Professional 13.99 19.73 141 Householder Occupation: Sales/O ce 13.99 13.21 94 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 5.18 63 Householder Occupation: Other Employed 18.19 6.69 37 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 4.18 153 Householder Occupation Detail: Management 9.98 17.22 173 Householder Occupation Detail: Architect/Engineer 1.55 4.01 259 Householder Occupation Detail: Legal 0.80 0.67 83 Householder Occupation Detail: Computer/Mathematical 2.23 1.51 67 Householder Occupation Detail: Health Practitioner/Technician 2.86 3.18 111 Householder Occupation Detail: Education/Training/Library 3.47 5.35 154 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 2.68 377 Householder Occupation Detail: Community/Social Services 1.05 1.34 127 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.84 61 Householder Occupation Detail: Sales/Related 7.78 9.03 116 Householder Occupation Detail: O ce/Admin Support 6.21 4.18 67 Householder Occupation Detail: Protective Service/Military 1.81 0.67 37 Householder Occupation Detail: Personal Care/Service 1.65 0.50 30 Householder Occupation Detail: Healthcare Support 0.92 0.17 18 Householder Occupation Detail: Food Preparation/Serving 2.09 0.00 0 Householder Occupation Detail: Transport/Material Moving 4.91 2.68 55 Householder Occupation Detail: Production 4.76 2.84 60 Householder Occupation Detail: Building Grounds Maintenance 2.08 0.00 0 Householder Occupation Detail: Natural Resources/Construction 4.34 0.84 19 Householder Occupation Detail: Maintenance/Repair 3.86 4.35 113 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 87.46 110 Race: Black 11.32 6.35 56 Race: Asian 2.26 1.51 67 Race: Other 6.77 4.35 64 Ethnicity: Hispanic 10.16 6.52 64 Language Description U.S. Segment Index Household First Language: English 92.88 96.82 104 Household First Language: Spanish 4.84 1.34 28 Household First Language: Other 2.27 1.84 81 52 Second City Elite Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 94.65 133 Tenure: Rents Home 28.62 5.18 18 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.00 0 Home Value: $50,000-$99,999 9.71 4.18 43 Home Value: $100,000-$149,999 10.93 9.87 90 Home Value: $150,000-$199,999 8.72 12.04 138 Home Value: $200,000-$499,999 27.24 44.82 165 Home Value: $500,000 or More 10.14 24.08 237 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 3.51 22 Length of Residence: 1-4 Years 28.54 13.38 47 Length of Residence: 5 Years or More 55.08 83.11 151 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 15.72 59 Household Size: 2 People 36.23 59.53 164 Household Size: 3 or 4 People 27.71 22.74 82 Household Size: 5+ people 9.32 1.84 20 53 Second City Elite Top 15 Lifestyle Behaviors Index Take 3+ Cruises, 3yr (A) 568 Travel to Australia/New Zealand/South Paci c, 3yr (A) 448 Own/Lease New Mercedes (H) 429 Shop at Neiman Marcus, 3mo (A) 409 Belong to a Country Club (A) 387 Own/Lease New Acura/In niti/Lexus (H) 383 Own Vacation/Weekend Home (H) 375 Shop at Saks Fifth Ave, 3mo (A) 369 Own/Lease New, Type, Convertible (H) 357 Shop at Talbots, 3mo (A) 353 Order from Readers Digest Association, 1yr (A) 352 Order from Publishers Clearing House, 1yr (A) 325 Use Full Service Brokerage Firm, 1yr (A) 317 Purchase Any Airline Tickets via Phone/Mail, 1yr (A) 307 Own City/Municipal Government Bonds (A) 299 Lifestyle Behaviors 16-30 Index Belong to a Civic Club (A) 292 Order from L.L. Bean, 1yr (A) 291 Stay at Holiday Inn on Vacation, 1yr (A) 290 Foreign Travel by Cruise Ship, 3yr (A) 287 Own US Treasury Notes (A) 286 Contribute to PBS, 1yr (A) 284 Buy from Shoney’s, 1mo (A) 282 Buy from Outback Steakhouse, 1mo (A) 276 Order from orbitz.com, 1yr (A) 275 Do Garment Sewing from Patterns, 6mo (A) 274 Order from Gevalia Ka e, 1yr (A) 271 Buy from Cheesecake Factory, 1mo (A) 266 Shop at Harris Teeter, 1mo (A) 266 Order from Land’s End, 1yr (A) 265 Domestic Vacation, Play Golf, 1yr (A) 265 Lifestyle Behaviors 31-45 Index Buy Computer Book, 1yr (A) 265 Buy from Carl’s Jr., 1mo (A) 264 Stay at Comfort Inn on Vacation, 1yr (A) 263 Own Timeshare Residence (H) 260 Go Sailing, 1yr (A) 260 Own Any Stock (A) 260 Shop at Bloomingdales, 3mo (A) 259 Order from barnesandnoble.com, 1yr (A) 258 Buy Golf Clubs, 1yr (A) 257 Own Annuities (A) 257 Travel to Other Caribbean Islands, 3yr (A) 256 Order from Eddie Bauer, 1yr (A) 255 Buy Men’s Business Suit, 1yr (A) 251 Drink Imported Wine, 1wk (A) 249 Own Any Real Estate (H) 249 54 Home Sweet Home 19 Home Sweet Home Upper-Mid, Middle Age w/o Kids Widely scattered across the nation’s suburbs, the residents of Home Sweet Home tend to be upper-middle-class married couples living in mid-sized homes without children. The adults in the segment, mostly under 55, have gone to college and hold professional and white-collar jobs. With their upper-middle-class incomes and small families, these folks have fashioned comfortable lifestyles, lling their homes with exercise equipment, TV sets, and pets. Social Group: The A uentials Lifestage Group: Midlife Success 2009 Statistics: US Households: 2,109,604 (1.83%) Median HH Income: $70,201 Lifestyle Traits Order from sears.com Rent/buy exercise videos Read Cigar A cionado Watch Style Channel Volkswagen Passat Demographics Traits: Urbanicity: Suburban Income: Upper-Mid Income Producing Assets: Above Avg. Age Ranges: <55 Presence of Kids: HH w/o Kids Homeownership: Mostly Owners Employment Levels: Professional Education Levels: College Grad Ethnic Diversity: White, Black, Asian, Mix 55 Home Sweet Home Age Description U.S. Segment Index Householder Age: 18-24 5.26 6.91 131 Householder Age: 25-34 14.59 28.27 194 Householder Age: 35-44 18.67 20.51 110 Householder Age: 45-54 22.24 41.23 185 Householder Age: 55-64 17.44 3.08 18 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 38.15 201 Household Income: $75,000-$99,999 11.92 36.03 302 Household Income: $100,000-$149,999 11.85 25.72 217 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 35.18 177 Householder Age: 35-54 40.90 61.74 151 Householder Age: 55+ 39.25 3.08 8 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 38.15 95 Household Income: $75,000-$99,999 11.92 36.03 302 Household Income: $100K+ 20.24 25.72 127 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 2.44 18 Householder Education: Graduated High School 30.80 25.61 83 Householder Education: Attended Some College 25.89 30.61 118 Householder Education: Bachelor’s Degree 19.34 30.39 157 Householder Education: Post Graduate Degree 10.61 10.84 102 56 Home Sweet Home Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 19.02 150 Householder Occupation: Professional 13.99 27.63 197 Householder Occupation: Sales/O ce 13.99 16.37 117 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 14.35 175 Householder Occupation: Other Employed 18.19 19.34 106 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 4.46 164 Householder Occupation Detail: Management 9.98 14.56 146 Householder Occupation Detail: Architect/Engineer 1.55 4.57 295 Householder Occupation Detail: Legal 0.80 0.64 79 Householder Occupation Detail: Computer/Mathematical 2.23 7.65 343 Householder Occupation Detail: Health Practitioner/Technician 2.86 5.53 193 Householder Occupation Detail: Education/Training/Library 3.47 4.25 123 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 1.17 165 Householder Occupation Detail: Community/Social Services 1.05 1.49 141 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 2.34 170 Householder Occupation Detail: Sales/Related 7.78 9.14 117 Householder Occupation Detail: O ce/Admin Support 6.21 7.33 118 Householder Occupation Detail: Protective Service/Military 1.81 2.34 129 Householder Occupation Detail: Personal Care/Service 1.65 1.28 77 Householder Occupation Detail: Healthcare Support 0.92 0.85 93 Householder Occupation Detail: Food Preparation/Serving 2.09 2.44 117 Householder Occupation Detail: Transport/Material Moving 4.91 5.74 117 Householder Occupation Detail: Production 4.76 5.21 109 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.38 66 Householder Occupation Detail: Natural Resources/Construction 4.34 6.91 159 Householder Occupation Detail: Maintenance/Repair 3.86 7.44 193 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 81.83 103 Race: Black 11.32 11.16 99 Race: Asian 2.26 2.87 127 Race: Other 6.77 4.14 61 Ethnicity: Hispanic 10.16 8.93 88 Language Description U.S. Segment Index Household First Language: English 92.88 95.43 103 Household First Language: Spanish 4.84 2.34 48 Household First Language: Other 2.27 2.23 98 57 Home Sweet Home Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 70.78 99 Tenure: Rents Home 28.62 29.12 102 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.74 16 Home Value: $50,000-$99,999 9.71 3.29 34 Home Value: $100,000-$149,999 10.93 11.26 103 Home Value: $150,000-$199,999 8.72 13.18 151 Home Value: $200,000-$499,999 27.24 38.58 142 Home Value: $500,000 or More 10.14 3.72 37 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 22.32 137 Length of Residence: 1-4 Years 28.54 38.58 135 Length of Residence: 5 Years or More 55.08 39.11 71 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 24.23 91 Household Size: 2 People 36.23 57.81 160 Household Size: 3 or 4 People 27.71 17.11 62 Household Size: 5+ people 9.32 0.85 9 58 Home Sweet Home Top 15 Lifestyle Behaviors Index Own/Lease New Volkswagen (H) 280 Buy From Ruth’s Chris Steak House, 6mo (A) 267 Order from J. Crew, 1yr (A) 248 Buy from Chipotle, 1mo (A) 241 Buy From Baja Fresh Mexican Grill, 1mo (A) 239 Buy from Hooters, 1mo (A) 230 Has Personal Education Loan (A) 229 Drink Guinness Stout, 6mo (A) 225 Go In-Line Skating, 1yr (A) 222 Go Snowboarding, 1yr (A) 221 Play Volleyball, 1yr (A) 219 Buy from Boston Market, 1mo (A) 216 Buy from Papa John’s, 1mo (A) 213 Shop at Circle K, 6mo (A) 210 Buy from Whataburger, 1mo (A) 202 Lifestyle Behaviors 16-30 Index Participate in Online Dating, 1mo (A) 201 Visit Gambling Site Online, 1mo (A) 201 Buy from Chili’s Grill & Bar, 1mo (A) 199 Buy from Einstein Bros, 1mo (A) 198 Use Internet Bank (A) 198 Buy from Bennigan’s, 1mo (A) 198 Drive Motorcycle (A) 197 Play Racquetball, 1yr (A) 196 Play Billiards/Pool, 1yr (A) 196 Go Whitewater Rafting, 1yr (A) 195 Shop at IKEA, 1yr (A) 194 Shop at Wegmans, 1mo (A) 192 Buy from Outback Steakhouse, 1mo (A) 191 Buy Hard Rock Music, 1yr (A) 191 Go to Bar/Nightclub, 1yr (A) 190 Lifestyle Behaviors 31-45 Index Order from buy.com, 1yr (A) 185 Pay Bills Online, 1mo (A) 184 Buy Alternative Music, 1yr (A) 184 Uses Cell Phone Only, no Land Line (H) 182 Connected to Internet using Cell Phone, 1 mo (A) 182 Use video game system to play games online (H) 181 Go Water Skiing, 1yr (A) 181 Exercise at Club, 2+ Times/wk, 1yr (A) 181 Own Motorcycle (H) 180 Domestic Travel by Rental Car, 1yr (A) 180 Bank by Internet, 1yr (A) 178 Buy from T.G.I. Friday’s, 1mo (A) 177 Play Softball, 1yr (A) 177 Gamble at Las Vegas, 1yr (A) 175 Shop at Shoppers Food Warehouse, 1mo (A) 175 59 New Beginnings 44 New Beginnings Downscale, Younger Family Mix Filled with young, single adults, New Beginnings is a magnet for adults in transition. Many of its residents are twentysomething singles and couples just starting out on their career paths--or starting over after recent divorces or company transfers. Ethnically diverse--with nearly half its residents Hispanic, Asian, or African-American--New Beginnings households tend to have the modest living standards typical of transient apartment dwellers. Social Group: Inner Suburbs Lifestage Group: Striving Singles 2009 Statistics: US Households: 1,723,477 (1.49%) Median HH Income: $31,963 Lifestyle Traits Shop at Express Read comic books Read Soap Opera Weekly Watch Telemundo Kia Spectra Demographics Traits: Urbanicity: Suburban Income: Downscale Income Producing Assets: Low Age Ranges: <35 Presence of Kids: Family Mix Homeownership: Renters Employment Levels: WC, Service, Mix Education Levels: Some College Ethnic Diversity: White, Black, Asian, Hispanic 60 New Beginnings Age Description U.S. Segment Index Householder Age: 18-24 5.26 22.88 435 Householder Age: 25-34 14.59 28.24 193 Householder Age: 35-44 18.67 20.39 109 Householder Age: 45-54 22.24 18.82 85 Householder Age: 55-64 17.44 9.67 55 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 25.36 401 Household Income: $10,000-$19,999 10.40 33.99 327 Household Income: $20,000-$29,999 10.98 38.56 351 Household Income: $30,000-$39,999 11.23 2.22 20 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 51.11 257 Householder Age: 35-54 40.90 39.22 96 Householder Age: 55+ 39.25 9.67 25 Household Income: Under $30K 27.71 97.91 353 Household Income: $30K-$74K 40.14 2.22 6 Household Income: $75,000-$99,999 11.92 0.00 0 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 21.05 158 Householder Education: Graduated High School 30.80 31.63 103 Householder Education: Attended Some College 25.89 32.42 125 Householder Education: Bachelor’s Degree 19.34 10.98 57 Householder Education: Post Graduate Degree 10.61 3.92 37 61 New Beginnings Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 1.57 12 Householder Occupation: Professional 13.99 6.27 45 Householder Occupation: Sales/O ce 13.99 18.30 131 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 6.27 77 Householder Occupation: Other Employed 18.19 29.02 160 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 0.26 10 Householder Occupation Detail: Management 9.98 1.31 13 Householder Occupation Detail: Architect/Engineer 1.55 0.00 0 Householder Occupation Detail: Legal 0.80 0.13 16 Householder Occupation Detail: Computer/Mathematical 2.23 0.26 12 Householder Occupation Detail: Health Practitioner/Technician 2.86 1.31 46 Householder Occupation Detail: Education/Training/Library 3.47 1.83 53 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 1.05 148 Householder Occupation Detail: Community/Social Services 1.05 0.78 74 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.92 67 Householder Occupation Detail: Sales/Related 7.78 9.41 121 Householder Occupation Detail: O ce/Admin Support 6.21 8.89 143 Householder Occupation Detail: Protective Service/Military 1.81 1.44 79 Householder Occupation Detail: Personal Care/Service 1.65 4.31 261 Householder Occupation Detail: Healthcare Support 0.92 2.22 242 Householder Occupation Detail: Food Preparation/Serving 2.09 7.45 357 Householder Occupation Detail: Transport/Material Moving 4.91 5.36 109 Householder Occupation Detail: Production 4.76 2.88 60 Householder Occupation Detail: Building Grounds Maintenance 2.08 5.36 257 Householder Occupation Detail: Natural Resources/Construction 4.34 4.31 99 Householder Occupation Detail: Maintenance/Repair 3.86 1.96 51 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 57.12 72 Race: Black 11.32 26.41 233 Race: Asian 2.26 2.75 121 Race: Other 6.77 14.51 214 Ethnicity: Hispanic 10.16 18.95 187 Language Description U.S. Segment Index Household First Language: English 92.88 85.10 92 Household First Language: Spanish 4.84 11.24 232 Household First Language: Other 2.27 3.79 167 62 New Beginnings Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 0.00 0 Tenure: Rents Home 28.62 100.00 349 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.00 0 Home Value: $50,000-$99,999 9.71 0.00 0 Home Value: $100,000-$149,999 10.93 0.00 0 Home Value: $150,000-$199,999 8.72 0.00 0 Home Value: $200,000-$499,999 27.24 0.00 0 Home Value: $500,000 or More 10.14 0.00 0 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 45.62 280 Length of Residence: 1-4 Years 28.54 37.25 131 Length of Residence: 5 Years or More 55.08 16.99 31 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 11.24 197 Presence of Children: 2-5 Years Old 10.79 15.03 139 Presence of Children: 6-11 Years Old 14.28 16.21 114 Presence of Children: 12-17 Years Old 14.93 15.82 106 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 14.51 118 Number of Children in Household: 2 11.37 13.07 115 Number of Children in Household: 3 4.77 4.44 93 Number of Children in Household: 4 1.57 3.27 208 Number of Children in Household: 5+ 0.68 1.57 231 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 38.82 145 Household Size: 2 People 36.23 29.28 81 Household Size: 3 or 4 People 27.71 23.53 85 Household Size: 5+ people 9.32 8.37 90 63 New Beginnings Top 15 Lifestyle Behaviors Index Uses Cell Phone Only, no Land Line (H) 262 Buy from Rally’s, 1mo (A) 202 Buy Puma Shoes, 1yr (A) 186 Use Baby Foods, 1wk (H) 177 Buy from Checkers, 1mo (A) 174 Buy Baby Furniture/Equipment, 6mo (H) 168 Use Children’s Cold Medicine, 1mo (H) 167 Buy from Church’s Chicken, 6mo (A) 166 Buy Humidi er, 1yr (H) 166 Read Comic Books, 1yr (A) 166 Diet: Vegetarian (A) 160 Participate in Online Dating, 1mo (A) 155 Drink Slim Fast, 1wk (A) 153 Buy from Popeyes, 1mo (A) 152 Buy Basketball Shoes, 1yr (A) 151 Lifestyle Behaviors 16-30 Index Own Motor Home (H) 149 Use Laundry/Laundromat, 6mo (A) 144 Buy From Krispy Kreme Doughnuts, 1mo (A) 143 Use Cigarette Rolling Paper, 1wk (A) 142 Grocery Shopping, <$60, 1wk (H) 141 Use video game system to play games online (H) 141 Go to Ice Hockey Games, 1+ Times, 1mo (A) 141 Use Short-Term Loan from a Payday Loan/Cash-Advance Company, 1yr (A) 140 Use Kellogg’s Corn Flakes, 1wk (H) 140 Buy from White Castle, 1mo (A) 140 Go Snowboarding, 1yr (A) 138 Do Karate, 1yr (A) 137 Shop at 7-Eleven, 1mo (A) 137 Do Needlepoint, 6mo (A) 135 Lease Most Recent Vehicle (H) 131 Lifestyle Behaviors 31-45 Index Drink 7-Up, 1wk (A) 128 Buy from Chuck E Cheese, 1mo (A) 128 Smoke Cigarettes, 1wk (A) 128 Buy Adidas Shoes, 1yr (A) 127 Buy Spanish/Latin Music, 1yr (A) 127 Buy Timberland shoes, 1yr (A) 126 Own/Lease New/Used, Fuel Type, Hybrid (H) 125 Buy Children’s Clothes, 6mos (H) 125 Has Personal Education Loan (A) 124 Buy Automotive Tools, 1yr (H) 123 Buy Charcoal Grill, 1yr (H) 123 Smoke Cigars, 1wk (A) 123 Shop at Express, 3mo (A) 122 Buy Rap Music, 1yr (A) 116 Play Basketball, 1yr (A) 116 64 Up-and-Comers 24 Up-and-Comers Upper-Mid, Middle Age w/o Kids Up-and-Comers is a stopover for younger, upper-mid singles before they marry, have families, and establish more deskbound lifestyles. Found in second-tier cities, these mobile twentysomethings include a disproportionate number of recent college graduates who are into athletic activities, the latest technology, and nightlife entertainment. Social Group: City Centers Lifestage Group: Young Achievers 2009 Statistics: US Households: 1,496,913 (1.30%) Median HH Income: $52,258 Lifestyle Traits Shop at Ethan Allen Galleries Go in-line skating Read Maxim Watch MTV Nissan Xterra Demographics Traits: Urbanicity: Second City Income: Upper-Mid Income Producing Assets: Moderate Age Ranges: <55 Presence of Kids: HH w/o Kids Homeownership: Mix, Owners Employment Levels: Professional Education Levels: College Grad Ethnic Diversity: White, Asian, Hispanic, Mix 65 Up-and-Comers Age Description U.S. Segment Index Householder Age: 18-24 5.26 15.32 291 Householder Age: 25-34 14.59 30.81 211 Householder Age: 35-44 18.67 27.35 147 Householder Age: 45-54 22.24 26.52 119 Householder Age: 55-64 17.44 0.00 0 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 10.38 104 Household Income: $50,000-$74,999 18.96 78.58 414 Household Income: $75,000-$99,999 11.92 11.20 94 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 46.13 232 Householder Age: 35-54 40.90 53.87 132 Householder Age: 55+ 39.25 0.00 0 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 88.80 221 Household Income: $75,000-$99,999 11.92 11.20 94 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 4.78 36 Householder Education: Graduated High School 30.80 23.06 75 Householder Education: Attended Some College 25.89 35.26 136 Householder Education: Bachelor’s Degree 19.34 27.51 142 Householder Education: Post Graduate Degree 10.61 9.39 88 66 Up-and-Comers Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 10.87 86 Householder Occupation: Professional 13.99 26.19 187 Householder Occupation: Sales/O ce 13.99 19.28 138 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 14.99 183 Householder Occupation: Other Employed 18.19 22.57 124 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 4.45 163 Householder Occupation Detail: Management 9.98 6.43 64 Householder Occupation Detail: Architect/Engineer 1.55 1.81 117 Householder Occupation Detail: Legal 0.80 0.99 123 Householder Occupation Detail: Computer/Mathematical 2.23 4.94 221 Householder Occupation Detail: Health Practitioner/Technician 2.86 4.61 161 Householder Occupation Detail: Education/Training/Library 3.47 8.24 238 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 2.31 325 Householder Occupation Detail: Community/Social Services 1.05 0.33 31 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 2.97 216 Householder Occupation Detail: Sales/Related 7.78 11.53 148 Householder Occupation Detail: O ce/Admin Support 6.21 7.74 125 Householder Occupation Detail: Protective Service/Military 1.81 4.78 264 Householder Occupation Detail: Personal Care/Service 1.65 0.82 50 Householder Occupation Detail: Healthcare Support 0.92 0.66 72 Householder Occupation Detail: Food Preparation/Serving 2.09 1.15 55 Householder Occupation Detail: Transport/Material Moving 4.91 6.26 128 Householder Occupation Detail: Production 4.76 6.10 128 Householder Occupation Detail: Building Grounds Maintenance 2.08 2.80 134 Householder Occupation Detail: Natural Resources/Construction 4.34 6.26 144 Householder Occupation Detail: Maintenance/Repair 3.86 8.57 222 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 81.05 102 Race: Black 11.32 10.05 89 Race: Asian 2.26 2.14 95 Race: Other 6.77 7.25 107 Ethnicity: Hispanic 10.16 13.34 131 Language Description U.S. Segment Index Household First Language: English 92.88 94.07 101 Household First Language: Spanish 4.84 3.79 78 Household First Language: Other 2.27 2.31 101 67 Up-and-Comers Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 52.06 73 Tenure: Rents Home 28.62 47.94 168 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 1.81 39 Home Value: $50,000-$99,999 9.71 11.04 114 Home Value: $100,000-$149,999 10.93 14.83 136 Home Value: $150,000-$199,999 8.72 7.91 91 Home Value: $200,000-$499,999 27.24 15.82 58 Home Value: $500,000 or More 10.14 0.66 6 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 35.26 216 Length of Residence: 1-4 Years 28.54 36.24 127 Length of Residence: 5 Years or More 55.08 28.50 52 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 32.62 122 Household Size: 2 People 36.23 50.58 140 Household Size: 3 or 4 People 27.71 15.49 56 Household Size: 5+ people 9.32 1.15 12 68 Up-and-Comers Top 15 Lifestyle Behaviors Index Do Karate, 1yr (A) 374 Play Volleyball, 1yr (A) 280 Visit Gambling Site Online, 1mo (A) 266 Use Vonage for Long Distance Service (H) 264 Own Sportswatch/Chronograph (A) 256 Play Tennis, 1yr (A) 254 Go to Ice Hockey Games, 1+ Times, 1mo (A) 249 Play Racquetball, 1yr (A) 240 Go In-Line Skating, 1yr (A) 235 Buy from Blimpie Subs & Salads, 1mo (A) 234 Buy from California Pizza Kitchen, 1mo (A) 231 Use video game system to play games online (H) 229 Uses Cell Phone Only, no Land Line (H) 228 Buy from Hooters, 1mo (A) 224 Go Scuba/Skin Diving/Snorkeling, 1yr (A) 223 Lifestyle Behaviors 16-30 Index Buy from Papa John’s, 1mo (A) 221 Play Billiards/Pool, 1yr (A) 218 Shop at Ethan Allen Galleries, 1yr (A) 215 Participate in Online Dating, 1mo (A) 210 Read Comic Books, 1yr (A) 209 Drink Guinness Stout, 6mo (A) 209 Play Chess, 1yr (A) 208 Travel to Australia/New Zealand/South Paci c, 3yr (A) 207 Stay at Motel 6 on Vacation, 1yr (A) 204 Shop at Express, 3mo (A) 203 Travel to Bahamas, 3yr (A) 203 Own Motorcycle (H) 201 Has Personal Education Loan (A) 199 Shop at Military Commissary, 1mo (A) 199 Go to Bar/Nightclub, 1yr (A) 199 Lifestyle Behaviors 31-45 Index Buy from Chili’s Grill & Bar, 1mo (A) 195 Drink Corona Extra Beer, 1wk (A) 193 Shop at Banana Republic, 3mo (A) 186 Buy Puma Shoes, 1yr (A) 186 Go Whitewater Rafting, 1yr (A) 182 Go Backpacking/Hiking, 1yr (A) 181 Owns TiVo (DVR) (H) 180 Buy from Cheesecake Factory, 1mo (A) 178 Shop at IKEA, 1yr (A) 177 Go Roller Skating, 1yr (A) 176 Buy 35mm Camera, 1yr (A) 175 Buy Adidas Shoes, 1yr (A) 175 Buy Automotive Tools, 1yr (H) 175 Go Ice Skating, 1yr (A) 175 Play Trivia Games, 1yr (A) 174 69 Brite Lites, Li’l City 12 Brite Lites, Li’l City Upscale, Middle Age w/o Kids Not all of America’s chic sophisticates live in major metros. Brite Lights, Li’l City is a group of well-o , middle-aged couples settled in the nation’s satellite cities. Residents of these typical DINK (double income, no kids) households have college educations, well-paying business and professional careers, and swank homes lled with the latest technology. Social Group: Second City Society Lifestage Group: Midlife Success 2009 Statistics: US Households: 1,863,219 (1.62%) Median HH Income: $75,255 Lifestyle Traits Shop at Crate & Barrel Participate in fantasy sports Read Macworld Watch Lost BMW 328 Demographics Traits: Urbanicity: Second City Income: Upscale Income Producing Assets: High Age Ranges: <55 Presence of Kids: HH w/o Kids Homeownership: Mostly Owners Employment Levels: Management Education Levels: College Grad Ethnic Diversity: White, Asian, Mix 70 Brite Lites, Li’l City Age Description U.S. Segment Index Householder Age: 18-24 5.26 3.98 76 Householder Age: 25-34 14.59 24.93 171 Householder Age: 35-44 18.67 22.28 119 Householder Age: 45-54 22.24 46.15 208 Householder Age: 55-64 17.44 2.65 15 Householder Age: 65-74 11.17 0.00 0 Householder Age: 75+ 10.64 0.00 0 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 0.00 0 Household Income: $75,000-$99,999 11.92 38.99 327 Household Income: $100,000-$149,999 11.85 38.46 325 Household Income: $150,000-$199,999 4.62 14.59 316 Household Income: $200,000 or More 3.79 8.09 214 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 28.91 146 Householder Age: 35-54 40.90 68.44 167 Householder Age: 55+ 39.25 2.65 7 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 0.00 0 Household Income: $75,000-$99,999 11.92 38.99 327 Household Income: $100K+ 20.24 61.01 301 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 2.65 20 Householder Education: Graduated High School 30.80 16.18 53 Householder Education: Attended Some College 25.89 29.05 112 Householder Education: Bachelor’s Degree 19.34 33.95 176 Householder Education: Post Graduate Degree 10.61 18.17 171 71 Brite Lites, Li’l City Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 29.44 232 Householder Occupation: Professional 13.99 28.12 201 Householder Occupation: Sales/O ce 13.99 17.24 123 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 7.56 92 Householder Occupation: Other Employed 18.19 13.79 76 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 8.75 321 Householder Occupation Detail: Management 9.98 20.69 207 Householder Occupation Detail: Architect/Engineer 1.55 3.71 240 Householder Occupation Detail: Legal 0.80 3.18 397 Householder Occupation Detail: Computer/Mathematical 2.23 8.22 368 Householder Occupation Detail: Health Practitioner/Technician 2.86 4.11 144 Householder Occupation Detail: Education/Training/Library 3.47 5.04 145 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 1.59 225 Householder Occupation Detail: Community/Social Services 1.05 0.27 25 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 2.12 155 Householder Occupation Detail: Sales/Related 7.78 11.01 141 Householder Occupation Detail: O ce/Admin Support 6.21 6.23 100 Householder Occupation Detail: Protective Service/Military 1.81 3.18 176 Householder Occupation Detail: Personal Care/Service 1.65 0.80 48 Householder Occupation Detail: Healthcare Support 0.92 0.27 29 Householder Occupation Detail: Food Preparation/Serving 2.09 0.66 32 Householder Occupation Detail: Transport/Material Moving 4.91 3.18 65 Householder Occupation Detail: Production 4.76 3.18 67 Householder Occupation Detail: Building Grounds Maintenance 2.08 2.52 121 Householder Occupation Detail: Natural Resources/Construction 4.34 3.71 86 Householder Occupation Detail: Maintenance/Repair 3.86 3.85 100 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 84.22 106 Race: Black 11.32 7.16 63 Race: Asian 2.26 3.32 147 Race: Other 6.77 5.84 86 Ethnicity: Hispanic 10.16 8.62 85 Language Description U.S. Segment Index Household First Language: English 92.88 96.02 103 Household First Language: Spanish 4.84 2.39 49 Household First Language: Other 2.27 1.59 70 72 Brite Lites, Li’l City Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 75.86 106 Tenure: Rents Home 28.62 24.14 84 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 0.27 6 Home Value: $50,000-$99,999 9.71 3.18 33 Home Value: $100,000-$149,999 10.93 10.74 98 Home Value: $150,000-$199,999 8.72 11.27 129 Home Value: $200,000-$499,999 27.24 39.92 147 Home Value: $500,000 or More 10.14 10.61 105 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 21.49 132 Length of Residence: 1-4 Years 28.54 33.82 119 Length of Residence: 5 Years or More 55.08 44.56 81 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 0.00 0 Presence of Children: 2-5 Years Old 10.79 0.00 0 Presence of Children: 6-11 Years Old 14.28 0.00 0 Presence of Children: 12-17 Years Old 14.93 0.00 0 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 0.00 0 Number of Children in Household: 2 11.37 0.00 0 Number of Children in Household: 3 4.77 0.00 0 Number of Children in Household: 4 1.57 0.00 0 Number of Children in Household: 5+ 0.68 0.00 0 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 19.76 74 Household Size: 2 People 36.23 53.71 148 Household Size: 3 or 4 People 27.71 24.27 88 Household Size: 5+ people 9.32 2.25 24 73 Brite Lites, Li’l City Top 15 Lifestyle Behaviors Index Drink Guinness Stout, 6mo (A) 417 Buy from Einstein Bros, 1mo (A) 377 Diet: Vegetarian (A) 368 Go Downhill Skiing, 1yr (A) 360 Shop at Nordstrom, 3mo (A) 335 Go Water Skiing, 1yr (A) 334 Go Snowboarding, 1yr (A) 319 Go Scuba/Skin Diving/Snorkeling, 1yr (A) 316 Shop at Banana Republic, 3mo (A) 312 Order from Eddie Bauer, 1yr (A) 295 Buy from Au Bon Pain, 1mo (A) 294 Buy from California Pizza Kitchen, 1mo (A) 291 Buy from Romano’s Macaroni Grill, 1mo (A) 289 Visit Gambling Site Online, 1mo (A) 287 Buy From Baja Fresh Mexican Grill, 1mo (A) 284 Lifestyle Behaviors 16-30 Index Use E*Trade, 1yr (A) 281 Shop at Ann Taylor, 3mo (A) 281 Shop at Ethan Allen Galleries, 1yr (A) 278 Do Karate, 1yr (A) 278 Own/Lease New Volkswagen (H) 277 Order from buy.com, 1yr (A) 271 Buy From Ruth’s Chris Steak House, 6mo (A) 271 Buy from Chipotle, 1mo (A) 271 Order from priceline.com, 1yr (A) 270 Buy Flowers by Internet, 1yr (A) 270 Buy Men’s Business Suit, 1yr (A) 264 Shop at IKEA, 1yr (A) 262 Has a 529 College Savings Account (A) 260 Order from orbitz.com, 1yr (A) 259 Buy from Cheesecake Factory, 1mo (A) 258 Lifestyle Behaviors 31-45 Index Shop at Wawa, 6mo (A) 257 Connected to Internet using Cell Phone, 1 mo (A) 257 Shop at Express, 3mo (A) 255 Use Scottrade, 1yr (A) 252 Purchase Any Airline Tickets via Internet, 1yr (A) 246 Make Internet Travel Plans, 1mo (A) 245 Use Internet Bank (A) 245 Order from amazon.com, 1yr (A) 244 Buy from Boston Market, 1mo (A) 244 Shop at Eddie Bauer, 3mo (A) 243 Buy Videos by Internet, 1yr (A) 241 Buy Clothing by Internet, 1yr (A) 241 Own Downhill Skis/Boots (A) 240 Buy from Whataburger, 1mo (A) 240 Own/Lease New Acura/In niti/Lexus (H) 240 74 New Homesteaders 32 New Homesteaders Upper-Mid, Younger w/ Kids Young, upper-middle-class families seeking to escape suburban sprawl nd refuge in New Homesteaders, a collection of small rustic townships lled with new ranches and Cape Cods. With decent-paying jobs in white and blue-collar industries, these dual-income couples have fashioned comfortable, child-centered lifestyles; their driveways are lled with campers and powerboats, their family rooms with PlayStations and Game Boys. Social Group: Country Comfort Lifestage Group: Mainstream Families 2009 Statistics: US Households: 2,041,723 (1.77%) Median HH Income: $57,898 Lifestyle Traits Shop at Best Buy Buy toys Read American Baby Watch Cartoon Network Chevrolet Uplander Flex Fuel Demographics Traits: Urbanicity: Town Income: Upper-Mid Income Producing Assets: Moderate Age Ranges: 25-44 Presence of Kids: HH w/ Kids Homeownership: Mostly Owners Employment Levels: WC, Service, Mix Education Levels: College Grad Ethnic Diversity: White 75 New Homesteaders Age Description U.S. Segment Index Householder Age: 18-24 5.26 1.88 36 Householder Age: 25-34 14.59 28.54 196 Householder Age: 35-44 18.67 42.62 228 Householder Age: 45-54 22.24 20.81 94 Householder Age: 55-64 17.44 4.86 28 Householder Age: 65-74 11.17 0.79 7 Householder Age: 75+ 10.64 0.40 4 Income Description U.S. Segment Index Household Income: Under $10,000 6.33 0.00 0 Household Income: $10,000-$19,999 10.40 0.00 0 Household Income: $20,000-$29,999 10.98 0.00 0 Household Income: $30,000-$39,999 11.23 0.00 0 Household Income: $40,000-$49,999 9.95 0.00 0 Household Income: $50,000-$74,999 18.96 64.92 342 Household Income: $75,000-$99,999 11.92 35.18 295 Household Income: $100,000-$149,999 11.85 0.00 0 Household Income: $150,000-$199,999 4.62 0.00 0 Household Income: $200,000 or More 3.79 0.00 0 Age and Income Summary Description U.S. Segment Index Householder Age: 18-34 19.85 30.53 154 Householder Age: 35-54 40.90 63.43 155 Householder Age: 55+ 39.25 6.05 15 Household Income: Under $30K 27.71 0.00 0 Household Income: $30K-$74K 40.14 64.92 162 Household Income: $75,000-$99,999 11.92 35.18 295 Household Income: $100K+ 20.24 0.00 0 Education Description U.S. Segment Index Householder Education: Did Not Graduate High School 13.33 5.85 44 Householder Education: Graduated High School 30.80 29.24 95 Householder Education: Attended Some College 25.89 33.50 129 Householder Education: Bachelor’s Degree 19.34 22.60 117 Householder Education: Post Graduate Degree 10.61 8.72 82 76 New Homesteaders Employment Type Description U.S. Segment Index Householder Occupation: Management/Business/Financial 12.70 18.04 142 Householder Occupation: Professional 13.99 19.33 138 Householder Occupation: Sales/O ce 13.99 15.46 111 Householder Occupation: Natural Resources/Construction/Maintenance 8.19 14.57 178 Householder Occupation: Other Employed 18.19 25.17 138 Employment by Occupation Description U.S. Segment Index Householder Occupation Detail: Business/Finance 2.73 3.77 138 Householder Occupation Detail: Management 9.98 14.27 143 Householder Occupation Detail: Architect/Engineer 1.55 1.78 115 Householder Occupation Detail: Legal 0.80 0.30 37 Householder Occupation Detail: Computer/Mathematical 2.23 3.67 164 Householder Occupation Detail: Health Practitioner/Technician 2.86 4.06 142 Householder Occupation Detail: Education/Training/Library 3.47 5.65 163 Householder Occupation Detail: Life/Physical/Social Sciences 0.71 0.69 98 Householder Occupation Detail: Community/Social Services 1.05 2.38 226 Householder Occupation Detail: Arts/Entertainment/Sports 1.37 0.89 65 Householder Occupation Detail: Sales/Related 7.78 9.22 118 Householder Occupation Detail: O ce/Admin Support 6.21 6.24 101 Householder Occupation Detail: Protective Service/Military 1.81 3.67 202 Householder Occupation Detail: Personal Care/Service 1.65 1.59 96 Householder Occupation Detail: Healthcare Support 0.92 0.69 76 Householder Occupation Detail: Food Preparation/Serving 2.09 1.98 95 Householder Occupation Detail: Transport/Material Moving 4.91 6.24 127 Householder Occupation Detail: Production 4.76 9.22 194 Householder Occupation Detail: Building Grounds Maintenance 2.08 1.78 86 Householder Occupation Detail: Natural Resources/Construction 4.34 6.94 160 Householder Occupation Detail: Maintenance/Repair 3.86 7.63 198 Race and Ethnicity Description U.S. Segment Index Race: White 79.72 84.84 106 Race: Black 11.32 6.94 61 Race: Asian 2.26 0.69 31 Race: Other 6.77 7.83 116 Ethnicity: Hispanic 10.16 10.70 105 Language Description U.S. Segment Index Household First Language: English 92.88 95.04 102 Household First Language: Spanish 4.84 3.67 76 Household First Language: Other 2.27 1.29 57 77 New Homesteaders Home Ownership Description U.S. Segment Index Tenure: Own Home 71.38 83.85 117 Tenure: Rents Home 28.62 16.15 56 Home Value Description U.S. Segment Index Home Value: Less than $50,000 4.66 2.68 57 Home Value: $50,000-$99,999 9.71 7.63 79 Home Value: $100,000-$149,999 10.93 16.65 152 Home Value: $150,000-$199,999 8.72 16.75 192 Home Value: $200,000-$499,999 27.24 37.26 137 Home Value: $500,000 or More 10.14 2.78 27 Length of Residence Description U.S. Segment Index Length of Residence: Less than 1 Year 16.30 16.95 104 Length of Residence: 1-4 Years 28.54 37.17 130 Length of Residence: 5 Years or More 55.08 45.89 83 Presence of Children in Household Description U.S. Segment Index Presence of Children: <2 Years Old 5.70 17.84 313 Presence of Children: 2-5 Years Old 10.79 35.48 329 Presence of Children: 6-11 Years Old 14.28 47.77 335 Presence of Children: 12-17 Years Old 14.93 49.36 331 Number of Children in Household Description U.S. Segment Index Number of Children in Household: 1 12.25 36.57 299 Number of Children in Household: 2 11.37 41.72 367 Number of Children in Household: 3 4.77 16.55 347 Number of Children in Household: 4 1.57 3.87 247 Number of Children in Household: 5+ 0.68 1.29 190 Number of People in Household Description U.S. Segment Index Household Size: 1 Person 26.74 0.00 0 Household Size: 2 People 36.23 3.57 10 Household Size: 3 or 4 People 27.71 68.09 246 Household Size: 5+ people 9.32 28.34 304 78 New Homesteaders Top 15 Lifestyle Behaviors Index Buy Children’s Athletic Shoes, 6mo (H) 321 Go Whitewater Rafting, 1yr (A) 291 Buy from Chuck E Cheese, 1mo (A) 282 Use Children’s Cold Medicine, 1mo (H) 272 Buy Children’s Clothes, 6mos (H) 261 Use Baby Foods, 1wk (H) 245 Buy Children’s Bicycles, 1yr (A) 243 Buy Baby Furniture/Equipment, 6mo (H) 232 Order from Walmart.com, 1yr (A) 219 Own Camcorder (H) 215 Go Roller Skating, 1yr (A) 215 Buy Electronic Games, 1yr (A) 212 Own Roller Blades/In-Line Skates (A) 211 Buy Toys by Internet, 1yr (A) 210 Buy from Chick-Fil-A, 1mo (A) 209 Lifestyle Behaviors 16-30 Index Buy Contemporary Christian Music, 1yr (A) 208 Go Mountain Bicycling, 1yr (A) 207 Order from priceline.com, 1yr (A) 206 Use Vonage for Long Distance Service (H) 206 Own Any Video Game System (H) 203 Go Horseback Riding, 1yr (A) 203 Buy Educational Toys, 1yr (A) 203 Buy from Family Restaurant, Child Decides, 6mo (A) 201 Buy Children’s Book, 1yr (A) 199 Own Mountain Bicycle (A) 197 Buy from Hooters, 1mo (A) 197 Play Softball, 1yr (A) 196 Shop at Harris Teeter, 1mo (A) 196 Own All Terrain Vehicle (H) 194 Rent DVD, 1+/1mo (A) 193 Lifestyle Behaviors 31-45 Index Do Karate, 1yr (A) 190 Buy Hard Rock Music, 1yr (A) 190 Shop at Winn Dixie, 1mo (A) 189 Buy Adidas Shoes, 1yr (A) 189 Own Downhill Skis/Boots (A) 189 Buy Basketball Shoes, 1yr (A) 186 Go Camping, 1yr (A) 186 Own Sony PlayStation 3 (H) 185 Own Bowling Ball (A) 185 Go to High School Sports, 1+ Times, 1mo (A) 185 Own Sleeping Bag (H) 184 Go In-Line Skating, 1yr (A) 184 Buy from Little Caesar’s, 1mo (A) 184 Own Tent (H) 184 Go Bowling, 1yr (A) 183 79 Acknowledgements The observations, conclusions and recommendations contained in this study are solely those of The Retail Coach, LLC and should not be construed to represent the opinions of others, including its clients, or any other entity prior to such entity’s express approval of this study. Sources used in completing this study include: infoUSA™, Applied Geographic Solutions, Nielsen 2011/2012, U.S. Census Bureau, Economy.com, International Council of Shopping Centers, Mediamark Research Inc. 2011/2012 and/or U.S. Bureau of Labor and Statistics. To better represent current data, where applicable, portions of estimated actual sales may be calculated using an average sales per square foot model. Mapping data is provided by MapInfo, Nielsen and Microsoft Corporation. All information furnished is from sources deemed reliable and is submitted subject to errors, omissions, change of terms and/or conditions. Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description Population 111,484 2019 Projection 105,085 2014 Estimate 98,850 2010 Census 81,705 2000 Census 6.09% Growth 2014-2019 6.31% Growth 2010-2014 20.98% Growth 2000-2010 2014 Est. Pop by Single Race Class 105,085 81,853 77.89 White Alone 4,668 4.44 Black or African American Alone 5,466 5.20 Amer. Indian and Alaska Native Alone 4,048 3.85 Asian Alone 67 0.06 Native Hawaiian and Other Pac. Isl. Alone 2,799 2.66 Some Other Race Alone 6,184 5.88 Two or More Races 2014 Est. Pop Hisp or Latino by Origin 105,085 97,246 92.54 Not Hispanic or Latino 7,839 7.46 Hispanic or Latino: 5,445 69.46 Mexican 506 6.45 Puerto Rican 156 1.99 Cuban 1,732 22.09 All Other Hispanic or Latino 2014 Est. Hisp or Latino by Single Race Class 7,839 3,954 50.44 White Alone 136 1.73 Black or African American Alone 261 3.33 American Indian and Alaska Native Alone 24 0.31 Asian Alone 7 0.09 Native Hawaiian and Other Pacific Islander Alone 2,711 34.58 Some Other Race Alone 746 9.52 Two or More Races Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 121OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description 2014 Est. Pop. Asian Alone Race by Cat 4,048 379 9.36 Chinese, except Taiwanese 202 4.99 Filipino 49 1.21 Japanese 833 20.58 Asian Indian 307 7.58 Korean 1,052 25.99 Vietnamese 43 1.06 Cambodian 463 11.44 Hmong 189 4.67 Laotian 2 0.05 Thai 529 13.07 All Other Asian Races Including 2+ Category 2014 Est. Population by Ancestry 105,085 204 0.19 Pop, Arab 279 0.27 Pop, Czech 143 0.14 Pop, Danish 867 0.83 Pop, Dutch 7,494 7.13 Pop, English 1,666 1.59 Pop, French (except Basque) 188 0.18 Pop, French Canadian 12,347 11.75 Pop, German 166 0.16 Pop, Greek 142 0.14 Pop, Hungarian 8,258 7.86 Pop, Irish 1,845 1.76 Pop, Italian 22 0.02 Pop, Lithuanian 8,082 7.69 Pop, United States or American 544 0.52 Pop, Norwegian 622 0.59 Pop, Polish 82 0.08 Pop, Portuguese 327 0.31 Pop, Russian 1,501 1.43 Pop, Scottish 837 0.80 Pop, Scotch-Irish 77 0.07 Pop, Slovak 481 0.46 Pop, Subsaharan African 712 0.68 Pop, Swedish 137 0.13 Pop, Swiss 550 0.52 Pop, Ukrainian 314 0.30 Pop, Welsh 193 0.18 Pop, West Indian (exc Hisp groups) 34,978 33.29 Pop, Other ancestries Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 122OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description 2014 Est. Population by Ancestry 22,027 20.96 Pop, Ancestry Unclassified 2014 Est. Pop Age 5+ by Language Spoken At Home 97,429 89,608 91.97 Speak Only English at Home 1,831 1.88 Speak Asian/Pac. Isl. Lang. at Home 1,497 1.54 Speak IndoEuropean Language at Home 4,186 4.30 Speak Spanish at Home 307 0.32 Speak Other Language at Home 2014 Est. Population by Sex 105,085 51,219 48.74 Male 53,866 51.26 Female 2014 Est. Population by Age 105,085 7,656 7.29 Age 0 - 4 7,630 7.26 Age 5 - 9 7,885 7.50 Age 10 - 14 4,756 4.53 Age 15 - 17 4,177 3.97 Age 18 - 20 5,230 4.98 Age 21 - 24 13,456 12.80 Age 25 - 34 14,328 13.63 Age 35 - 44 14,499 13.80 Age 45 - 54 13,136 12.50 Age 55 - 64 7,609 7.24 Age 65 - 74 3,403 3.24 Age 75 - 84 1,320 1.26 Age 85 and over 80,349 76.46 Age 16 and over 77,158 73.42 Age 18 and over 72,981 69.45 Age 21 and over 12,332 11.74 Age 65 and over 2014 Est. Median Age 36.2 2014 Est. Average Age 36.80 Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 123OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description 2014 Est. Male Population by Age 51,219 3,891 7.60 Age 0 - 4 3,899 7.61 Age 5 - 9 4,051 7.91 Age 10 - 14 2,424 4.73 Age 15 - 17 2,149 4.20 Age 18 - 20 2,631 5.14 Age 21 - 24 6,564 12.82 Age 25 - 34 7,049 13.76 Age 35 - 44 6,944 13.56 Age 45 - 54 6,203 12.11 Age 55 - 64 3,555 6.94 Age 65 - 74 1,432 2.80 Age 75 - 84 427 0.83 Age 85 and over 2014 Est. Median Age, Male 35.0 2014 Est. Average Age, Male 35.70 2014 Est. Female Population by Age 53,866 3,765 6.99 Age 0 - 4 3,731 6.93 Age 5 - 9 3,834 7.12 Age 10 - 14 2,332 4.33 Age 15 - 17 2,028 3.76 Age 18 - 20 2,599 4.82 Age 21 - 24 6,892 12.79 Age 25 - 34 7,279 13.51 Age 35 - 44 7,555 14.03 Age 45 - 54 6,933 12.87 Age 55 - 64 4,054 7.53 Age 65 - 74 1,971 3.66 Age 75 - 84 893 1.66 Age 85 and over 2014 Est. Median Age, Female 37.4 2014 Est. Average Age, Female 37.70 Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 124OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description 2014 Est. Pop Age 15+ by Marital Status 81,914 19,792 24.16 Total, Never Married 10,946 13.36 Males, Never Married 8,846 10.80 Females, Never Married 47,226 57.65 Married, Spouse present 2,190 2.67 Married, Spouse absent 3,605 4.40 Widowed 691 0.84 Males Widowed 2,914 3.56 Females Widowed 9,101 11.11 Divorced 3,799 4.64 Males Divorced 5,302 6.47 Females Divorced 2014 Est. Pop. Age 25+ by Edu. Attainment 67,751 1,516 2.24 Less than 9th grade 2,824 4.17 Some High School, no diploma 16,514 24.37 High School Graduate (or GED) 19,436 28.69 Some College, no degree 6,737 9.94 Associate Degree 15,164 22.38 Bachelor's Degree 4,241 6.26 Master's Degree 944 1.39 Professional School Degree 375 0.55 Doctorate Degree 2014 Est Pop Age 25+ by Edu. Attain, Hisp. or Lat 3,786 876 23.14 CY Pop 25+, Hisp/Lat, < High School Diploma 779 20.58 CY Pop 25+, Hisp/Lat, High School Graduate 1,283 33.89 CY Pop 25+, Hisp/Lat, Some College or Associate's Deg 848 22.40 CY Pop 25+, Hisp/Lat, Bachelor's Degree or Higher Households 40,629 2019 Projection 38,346 2014 Estimate 36,158 2010 Census 28,581 2000 Census 5.95% Growth 2014-2019 6.05% Growth 2010-2014 26.51% Growth 2000-2010 Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 125OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description 2014 Est. Households by Household Type 38,346 29,217 76.19 Family Households 9,129 23.81 Nonfamily Households 2014 Est. Group Quarters Population 463 2014 HHs by Ethnicity, Hispanic/Latino 5.252,012 2014 Est. HHs by HH Income 38,346 2,596 6.77 CY HHs, Inc < $15,000 2,877 7.50 CY HHs, Inc $15,000 - $24,999 3,457 9.02 CY HHs, Inc $25,000 - $34,999 5,741 14.97 CY HHs, Inc $35,000 - $49,999 8,700 22.69 CY HHs, Inc $50,000 - $74,999 5,806 15.14 CY HHs, Inc $75,000 - $99,999 4,207 10.97 CY HHs, Inc $100,000 - $124,999 2,199 5.73 CY HHs, Inc $125,000 - $149,999 1,712 4.46 CY HHs, Inc $150,000 - $199,999 487 1.27 CY HHs, Inc $200,000 - $249,999 489 1.28 CY HHs, Inc $250,000 - $499,999 75 0.20 CY HHs, Inc $500,000+ 2014 Est. Average Household Income $74,508 2014 Est. Median Household Income $62,937 2014 Median HH Inc by Single Race Class. or Ethn 63,864 White Alone 55,646 Black or African American Alone 55,477 American Indian and Alaska Native Alone 65,498 Asian Alone 50,000 Native Hawaiian and Other Pacific Islander Alone 60,307 Some Other Race Alone 62,192 Two or More Races 59,449 Hispanic or Latino 63,153 Not Hispanic or Latino 2014 Est. Family HH Type, Presence Own Children 29,217 10,670 36.52 Married-Couple Family, own children Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 126OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description 12,816 43.86 Married-Couple Family, no own children 1,048 3.59 Male Householder, own children 731 2.50 Male Householder, no own children 2,352 8.05 Female Householder, own children 1,600 5.48 Female Householder, no own children 2014 Est. Households by Household Size 38,346 7,485 19.52 1-person household 13,100 34.16 2-person household 7,111 18.54 3-person household 6,129 15.98 4-person household 2,901 7.57 5-person household 1,096 2.86 6-person household 524 1.37 7 or more person household 2014 Est. Average Household Size 2.73 2014 Est. Households by Presence of People 38,346 15,267 39.81Households with 1 or more People under Age 18: 11,271 73.83 Married-Couple Family 1,175 7.70 Other Family, Male Householder 2,702 17.70 Other Family, Female Householder 97 0.64 Nonfamily, Male Householder 22 0.14 Nonfamily, Female Householder 23,079 60.19Households no People under Age 18: 12,213 52.92 Married-Couple Family 605 2.62 Other Family, Male Householder 1,249 5.41 Other Family, Female Householder 3,973 17.21 Nonfamily, Male Householder 5,039 21.83 Nonfamily, Female Householder 2014 Est. Households by Number of Vehicles 38,346 914 2.38 No Vehicles 9,408 24.53 1 Vehicle 19,161 49.97 2 Vehicles 6,403 16.70 3 Vehicles 1,847 4.82 4 Vehicles 613 1.60 5 or more Vehicles 2014 Est. Average Number of Vehicles 2.03 Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 127OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description Family Households 30,941 2019 Projection 29,217 2014 Estimate 27,566 2010 Census 23,158 2000 Census 5.90% Growth 2014-2019 5.99% Growth 2010-2014 19.03% Growth 2000-2010 2014 Est. Families by Poverty Status 29,217 27,736 94.93 2014 Families at or Above Poverty 14,058 48.12 2014 Families at or Above Poverty with Children 1,481 5.07 2014 Families Below Poverty 1,283 4.39 2014 Families Below Poverty with Children 2014 Est. Pop Age 16+ by Employment Status 80,349 65 0.08 In Armed Forces 54,991 68.44 Civilian - Employed 2,826 3.52 Civilian - Unemployed 22,467 27.96 Not in Labor Force 2014 Est. Civ Employed Pop 16+ Class of Worker 56,292 40,534 72.01 For-Profit Private Workers 4,435 7.88 Non-Profit Private Workers 3,109 5.52 Local Government Workers 1,934 3.44 State Government Workers 928 1.65 Federal Government Workers 5,280 9.38 Self-Emp Workers 72 0.13 Unpaid Family Workers 2014 Est. Civ Employed Pop 16+ by Occupation 56,292 1,527 2.71 Architect/Engineer 888 1.58 Arts/Entertain/Sports 1,445 2.57 Building Grounds Maint 3,987 7.08 Business/Financial Ops 877 1.56 Community/Soc Svcs 1,544 2.74 Computer/Mathematical 2,234 3.97 Construction/Extraction 3,434 6.10 Edu/Training/Library Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 128OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description 47 0.08 Farm/Fish/Forestry 2,301 4.09 Food Prep/Serving 3,179 5.65 Health Practitioner/Tec 1,759 3.12 Healthcare Support 2,624 4.66 Maintenance Repair 458 0.81 Legal 208 0.37 Life/Phys/Soc Science 5,602 9.95 Management 8,951 15.90 Office/Admin Support 3,119 5.54 Production 909 1.61 Protective Svcs 6,670 11.85 Sales/Related 2,146 3.81 Personal Care/Svc 2,383 4.23 Transportation/Moving 2014 Est. Pop 16+ by Occupation Classification 56,292 10,360 18.40 Blue Collar 37,325 66.31 White Collar 8,607 15.29 Service and Farm 2014 Est. Workers Age 16+, Transp. To Work 55,258 47,753 86.42 Drove Alone 4,152 7.51 Car Pooled 182 0.33 Public Transportation 299 0.54 Walked 43 0.08 Bicycle 821 1.49 Other Means 2,008 3.63 Worked at Home 2014 Est. Workers Age 16+ by Travel Time to Work * 13,829 Less than 15 Minutes 27,826 15 - 29 Minutes 9,335 30 - 44 Minutes 1,179 45 - 59 Minutes 1,028 60 or more Minutes 2014 Est. Avg Travel Time to Work in Minutes 22.49 2014 Est. Tenure of Occupied Housing Units 38,346 29,541 77.04 Owner Occupied 8,805 22.96 Renter Occupied Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 129OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description 2014 Owner Occ. HUs: Avg. Length of Residence 13.2 2014 Renter Occ. HUs: Avg. Length of Residence 5.8 2014 Est. All Owner-Occupied Housing Values 29,541 560 1.90 Value Less than $20,000 201 0.68 Value $20,000 - $39,999 417 1.41 Value $40,000 - $59,999 669 2.26 Value $60,000 - $79,999 2,226 7.54 Value $80,000 - $99,999 9,313 31.53 Value $100,000 - $149,999 8,387 28.39 Value $150,000 - $199,999 5,499 18.61 Value $200,000 - $299,999 1,278 4.33 Value $300,000 - $399,999 442 1.50 Value $400,000 - $499,999 379 1.28 Value $500,000 - $749,999 104 0.35 Value $750,000 - $999,999 66 0.22 Value $1,000,000 or more 2014 Est. Median All Owner-Occupied Housing Value $158,254 2014 Est. Housing Units by Units in Structure 40,283 754 1.87 1 Unit Attached 33,829 83.98 1 Unit Detached 310 0.77 2 Units 878 2.18 3 or 4 Units 2,563 6.36 5 to 19 Units 356 0.88 20 to 49 Units 468 1.16 50 or More Units 1,110 2.76 Mobile Home or Trailer 15 0.04 Boat, RV, Van, etc. 2014 Est. Housing Units by Year Structure Built 40,283 5,054 12.55 Housing Unit Built 2005 or later 5,183 12.87 Housing Unit Built 2000 to 2004 7,698 19.11 Housing Unit Built 1990 to 1999 8,282 20.56 Housing Unit Built 1980 to 1989 10,091 25.05 Housing Unit Built 1970 to 1979 2,225 5.52 Housing Unit Built 1960 to 1969 1,052 2.61 Housing Unit Built 1950 to 1959 Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 1210OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Place, (see appendix for geographies), aggregate Place Total %Description 322 0.80 Housing Unit Built 1940 to 1949 376 0.93 Housing Unit Built 1939 or Earlier 2014 Est. Median Year Structure Built **1987 *This row intentionally left blank. No total category data is available. **1939 will appear when at least half of the Housing Units in this reports area were built in 1939 or earlier. Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 1211OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: Pop-Facts: Demographic Snapshot 2014 Report Appendix: Area Listing Geography Code Geography Name Geography Code Geography Name Type:List - Place Reporting Detail:Aggregate Reporting Level:Place Area Name: 4009050 Broken Arrow city 1 973181657 Project Information: Order Number: Site: Nielsen Solution Center 1 800 866 6511 Prepared By: Prepared For: 1212OfPage © 2013 The Nielsen Company. All rights reserved. Tues Nov 05, 2013Prepared On: