2024-05-14T14:44:17-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 362167755 INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION INTE 2029623680 777 NORTH CAPITOL STREET NE 500 WASHINGTON DC 200024201 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 2029623680 2024-05-14 1 SABINA AGARUNOVA 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARC OTT 777 NORTH CAPITOL STREET NE 500 WASHINGTON DC 200024201 38244029 0 X WWW.ICMA.ORG X 1914 IL TO ADVANCE PROFESSIONAL LOCAL GOVERNMENT THROUGH LEADERSHIP, MANAGEMENT, INNOVATION, AND ETHICS. 21 21 104 875 333811 25804 12095556 10943920 11146329 13250459 886366 1090479 2404975 2198341 26533226 27483199 1765565 1238071 0 0 11932776 11978449 42800 46242 272061 11247567 13755508 24988708 27018270 1544518 464929 27369951 33668757 9033100 14203616 18336851 19465141 X THE INTERNATIONAL CITY/COUNTY MANAGEMENT ASSOCIATION (ICMA) IS THE WORLD'S PREMIER LOCAL GOVERNMENT LEADERSHIP AND MANAGEMENT ORGANIZATION. FOUNDED IN 1914 BY VISIONARY REFORMERS WHO SOUGHT TO END MUNICIPAL CORRUPTION AND BRING PROFESSIONALISM AND TRANSPARENCY TO LOCAL GOVERNANCE; ICMA STRIVES TO BUILD BETTER, MORE LIVABLE COMMUNITIES BY ADVANCING THE PROFESSIONAL MANAGEMENT OF LOCAL GOVERNMENTS WORLDWIDE. ICMA'S CORE VALUES CONTINUE TO BE ROOTED IN OUR STRINGENTLY ENFORCED CODE OF ETHICS AND COMMITMENT TO REPRESENTATIVE DEMOCRACY. 0 0 7599691 1238071 1480598 SERVICES TO LOCAL GOVERNMENTS:GLOBAL PROGRAMS SERVICES TO LOCAL GOVERNMENTS - THE USAID EFFICIENT, EFFECTIVE, AND STRONG GOVERNANCE (ERAT) PROJECT HAS FACILITATED THE ESTABLISHMENT OF 37 INNOVATIONS TO ENHANCE THE QUALITY OF POLICY IMPLEMENTATION AND SERVICE DELIVERY, AND HAS PROVIDED TRAINING TO 1,110 INDIVIDUALS TO STRENGTHEN LOCAL GOVERNANCE AND FISCAL MANAGEMENT WITHIN 30 DISTRICT GOVERNMENTS ACROSS INDONESIA. - THE USAID PHILIPPINES CITIES FOR ENHANCED GOVERNANCE AND ENGAGEMENT (CHANGE) PROJECT DEVELOPED THE CAPACITIES OF OVER 3,000 LOCAL GOVERNMENT AND CIVIL SOCIETY MEMBERS TO ADVANCE COMMON AGENDAS IN 9 CITIES IN THE PHILIPPINES AND FURTHER ENGAGED PARTICIPANTS FROM 68 OTHER CITIES, 447 MUNICIPALITIES, AND 42 PROVINCES IN CONFERENCES AND WEBINARS. - AS A SUBCONTRACTOR TO TETRA TECH, PROVIDED USAID'S CLEAN CITIES, BLUE OCEAN (CCBO) PROGRAM WITH GOVERNANCE AND CAPACITY BUILDING TOOLS AND TECHNICAL ASSISTANCE THAT HELPED OVER 20 CITIES IN 10 COUNTRIES TO PREVENT OCEAN PLASTIC POLLUTION BY IMPROVING THEIR LAND-BASED SOLID WASTE MANAGEMENT SYSTEMS. - IN 2023, ICMA HOSTED 75 YOUNG PROFESSIONALS FROM 11 COUNTRIES WORKING IN SUSTAINABLE DEVELOPMENT AND THE ENVIRONMENT AS A PART OF THE YOUNG SOUTHEAST ASIAN LEADERS INITIATIVE PROFESSIONAL FELLOWS PROGRAM FUNDED BY THE U.S. DEPARTMENT OF STATE. - THE USAID CENTRAL TIBETAN ADMINISTRATION CAPACITY BUILDING AND SUSTAINABILITY INITIATIVE (CTA-CBSI) PROJECT HAS WORKED TO DEVELOP INSTITUTIONAL DEVELOPMENT INDEX ASSESSMENT TOOLKITS TAILORED TO DATA MANAGEMENT, HUMAN RESOURCES, AND DEPARTMENT LEVEL CAPACITY ASSESSMENT AND IMPROVEMENT. ICMA ALSO COMPLETED A COOPERATIVE ASSESSMENT TOOL FOR ECONOMIC DEVELOPMENT, COLLABORATING WITH 18 TIBETAN COOPERATIVES. ICMA'S SUB-AWARDEE, UMC, ALSO CONDUCTED GIS MAPPING EXERCISES OF 9 TIBETAN SETTLEMENTS ACROSS INDIA. - THE U.S. DEPARTMENT OF ENERGY FUNDED SOLSMART PROGRAM DESIGNATED 24 COMMUNITIES IN 2023, RECOGNIZING THEM FOR IMPLEMENTING BEST PRACTICES IN SOLAR PLANNING, POLICY, AND MARKET DEVELOPMENT. THE PROGRAM ALSO TRAINED MORE THAN 450 LOCAL LEADERS IN SOLAR PERMITTING, INSPECTION, PLANNING, ZONING, AND RELATED TOPICS. - SOLAR@SCALE HOSTED SEVERAL WORKSHOPS IN 2023, INCLUDING IN SOUTHWEST NEW HAMPSHIRE; LARIMER COUNTY, COLORADO; NORTH CENTRAL TEXAS; AND ROANOKE, VIRGINIA. THE 2ND EDITION OF THE SOLAR@SCALE GUIDEBOOK WAS RELEASED IN MARCH 2023. THE PROJECT IS FUNDED BY THE U.S. DEPARTMENT OF ENERGY. - IN COORDINATION WITH NEW YORK UNIVERSITY LANGONE HEALTH, ICMA PRESENTED CITY HEALTH DASHBOARD SESSIONS AT THE ICMA ANNUAL CONFERENCE AND THE NATIONAL LEAGUE OF CITIES SUMMIT. - IN PARTNERSHIP WITH THE U.S. ENVIRONMENTAL PROTECTION AGENCY, ICMA ADMINISTERS THE TECHNICAL ASSISTANCE TO BROWNFIELDS COMMUNITIES PROGRAM FOR EPA REGION 4 (KENTUCKY, TENNESSEE, NORTH CAROLINA, SOUTH CAROLINA, GEORGIA, FLORIDA, ALABAMA, AND MISSISSIPPI) PROVIDING TECHNICAL ASSISTANCE TO LOCAL, REGIONAL, AND STATE GOVERNMENTS; NONPROFIT ORGANIZATIONS; AND OTHER ENTITIES TO HELP PUT LAND INTO PRODUCTIVE USE. ACTIVITIES INCLUDED WORKSHOPS FOR NEW EPA GRANTEES, ENGAGING IN DIRECT TECHNICAL ASSISTANCE WITH DOZENS OF COMMUNITIES, AND WORKSHOPS AT THE NATIONAL BROWNFIELDS TRAINING CONFERENCE. - WITH SUPPORT FROM THE BILL & MELINDA GATES FOUNDATION, ICMA PROVIDED FUNDING, TRAINING, AND INFORMATION RESOURCES TO LOCAL GOVERNMENT LEADERS ON BOOSTING UPWARD ECONOMIC MOBILITY FOR THEIR RESIDENTS. ACTIVITIES INCLUDED WORKING WITH A COHORT OF 10 COMMUNITIES, ONLINE WORKSHOPS AND WEBINARS, TRAINING AT ICMA'S ANNUAL CONFERENCE AND THE NATIONAL BROWNFIELDS TRAINING CONFERENCE, AND A NATIONAL SURVEY OF ECONOMIC MOBILITY POLICIES AND PROGRAMS. - ICMA IS A CONTRACTING PARTNER WITH THE INTERNATIONAL ECONOMIC DEVELOPMENT COUNCIL ON THE U.S. ECONOMIC DEVELOPMENT ADMINISTRATION-FUNDED ECONOMIC RECOVERY CORPS, WHICH PLACES MID-CAREER FELLOWS IN UNDER-RESOURCED COMMUNITIES NATIONWIDE TO TACKLE CRITICAL ECONOMIC RECOVERY ISSUES. OVER THE PAST YEAR, THE FELLOWS AND HOST COMMUNITIES WERE SELECTED THROUGH A COMPETITIVE PROCESS AND MATCHED TOGETHER. - ICMA WAS SELECTED BY THE U.S. ENVIRONMENTAL PROTECTION AGENCY AS A NATIONAL THRIVING COMMUNITIES TECHNICAL ASSISTANCE CENTER. AS PART OF THE STARTUP, ICMA LAUNCHED A PROJECT WEBSITE AS WELL AS A TECHNICAL ASSISTANCE INTAKE FORM AND CONTINUED PROGRAM PROMOTION THROUGH ENGAGEMENT AT PARTNER CONVENINGS AND CONFERENCES.GLOBAL ENGAGEMENT: - COMPLETED AND PRESENTED A DYNAMIC ROADMAP FOR THE IMPLEMENTATION OF ICMA'S GLOBAL ENGAGEMENT STRATEGY. THE ROADMAP INCLUDES CONTRIBUTIONS FROM ALL ICMA TEAMS AND ALIGNS WITH THE 4 GOALS AND 17 OBJECTIVES OF THE GLOBAL ENGAGEMENT STRATEGY. - COMPLETED INTERNATIONALIZATION TRAINING OF ALL ICMA STAFF, THE INTERNATIONAL COMMITTEE, AND THE ICMA EXECUTIVE BOARD. - ORGANIZED AND HELD THE ICMA EXECUTIVE BOARD MEETING AND THE INTERNATIONAL COMMITTEE MEETING AND STUDY TOUR IN THE PHILIPPINES IN MARCH 2023. - CONDUCTED RESEARCH AND HELD DISCUSSIONS WITH THE BOARD, INTERNATIONAL COMMITTEE, AND ICMA STAFF ON OPERATING MODEL OPTIONS FOR ICMA'S GLOBAL ENGAGEMENT JOURNEY AND PROVIDED STAFF RECOMMENDATIONS ON A PREFERRED OPERATING MODEL.FOR MORE INFORMATION AND TO VIEW ANNUAL REPORTS, PLEASE VISIT ICMA'S WEBSITE AT HTTPS://ICMA.ORG/ANNUAL-REPORTS, 5215441 3767494 PROFESSIONAL DEVELOPMENT:LEADERSHIP AND PROFESSIONAL DEVELOPMENT ARE KEY TO BUILDING THE CAPACITY OF OUR MEMBERS AND THOSE HOPING TO LEAD LOCAL GOVERNMENTS THROUGHOUT THE WORLD. AMONG SIGNIFICANT PROGRAM ACCOMPLISHMENTS ARE: - INTEGRATED AND LAUNCHED A NEW LEARNING MANAGEMENT SYSTEM (LMS) THAT ENABLED ICMA TO MODERNIZE AND EXPAND THE DELIVERY OF ONLINE LEARNING. MAJOR PROGRAMS IN THE NEW LMS FOR FY 2023 INCLUDE: - 8 ICMA UNIVERSITY WEBINARS AND 13 STRATEGIC PARTNER-SPONSORED WEBINARS. - EFFECTIVE SUPERVISORY PRACTICES 6-PART WEBINAR SERIES WITH 747 PARTICIPANTS. - BUDGETING GUIDE 3-PART SERIES WITH 58 PARTICIPANTS. - FUNDAMENTALS IN LOCAL GOVERNMENT, A SERIES OF 10 E-COURSES DESIGNED FOR EARLY-CAREER PROFESSIONALS WITH 58 TOTAL PARTICIPANTS. - PROVIDED PROFESSIONAL DEVELOPMENT OFFERINGS CATERED TO VARIOUS CAREER STAGES, INCLUDING 6 ONLINE COACHING WEBINARS, AND ONLINE AND IN-PERSON CERTIFICATE AND MICRO CERTIFICATE PROGRAMS. - PRODUCED AND DELIVERED 17 MICRO CERTIFICATES AT THE ANNUAL CONFERENCE TO MORE THAN 500 PARTICIPANTS. - ICMA UNIVERSITY DELIVERED A SUCCESSFUL ICMA GETTYSBURG LEADERSHIP INSTITUTE WITH 35 PARTICIPANTS, PLUS A SEPARATE ICMA GETTYSBURG LEADERSHIP INSTITUTE FOR TENNESSEE UNIVERSITY WITH 13 PARTICIPANTS. LEARNING AND NETWORKING OPPORTUNITIES THROUGH CONFERENCES:TO SERVE THE LEADERSHIP AND PROFESSIONAL DEVELOPMENT NEEDS OF THE LOCAL GOVERNMENT COMMUNITY, ICMA HELD ITS 108TH ANNUAL CONFERENCE "ACHIEVING EXCELLENCE TOGETHER," SEPTEMBER 17-21, 2022, IN COLUMBUS, OHIO. THERE WAS AN IN-PERSON OPTION, AS WELL AS A DIGITAL COMPONENT, OF MORE THAN 203 LEARNING OPPORTUNITIES, INCLUDING ACCESS TO 17 LIVE-STREAMING SESSIONS (INCLUDING ALL FOUR GENERAL SESSIONS, AS WELL AS EDUCATION SESSIONS). THE CONFERENCE HAD 4,305 ATTENDEES FOR THE IN-PERSON AND DIGITAL COMPONENTS OF THIS EVENT.THE 2023 ICMA LOCAL GOVERNMENT REIMAGINED CONFERENCES (FORMERLY KNOWN AS THE ICMA REGIONAL CONFERENCES) BROUGHT MORE THAN 650 MEMBERS AND NONMEMBERS TOGETHER FROM AROUND THE WORLD FOR THESE FOUR EVENTS HELD IN MARCH AND APRIL 2023. ATTENDEES DISCOVERED NEW LEADERSHIP SKILLS, STRATEGIES, AND INNOVATIVE SOLUTIONS TO HELP POWER THEIR ORGANIZATIONS AND STAFF MEMBERS TO DELIVER SUCCESS TO THEIR RESIDENTS AND COMMUNITIES. THE 2ND ICMA EQUITY SUMMIT, "READY OR NOT! MOVING FROM DISCOURSE TO ACTION," WAS HELD VIRTUALLY JULY 28-29, 2022. ATTENDEES ENGAGED IN CONVERSATIONS DURING THE TWO-DAY EVENT THAT PROVIDED DEEP DIVES ON EVERYTHING EQUITY FROM ACCOUNTABILITY TO ZIP CODES. PARTICIPANTS WERE EXPOSED TO TOOLS, IDEAS, AND INSTITUTIONS TO DEEPEN STRATEGIES, SHAPE ACTIONS, AND CREATE SOLUTIONS. THE EVENT ATTRACTED 402 PARTICIPANTS FROM 40 U.S. STATES AND CANADA, COMPOSED OF 167 PAID ICMA MEMBER REGISTRANTS, 155 PAID NONMEMBER REGISTRANTS, AND 80 COMPLIMENTARY ATTENDEES. A TOTAL OF 247 UNIQUE ORGANIZATIONS. PARTICIPANTS INCLUDED CHIEF LOCAL ADMINISTRATORS (30%), EQUITY OFFICERS OR THOSE WITH SIMILAR RESPONSIBILITIES (20%), DEPARTMENT HEADS/DIRECTORS AND DEPUTIES (20%) AND A RANGE OF OTHER LOCAL GOVERNMENT AFFILIATIONS OR CONNECTIONS. THE EVENT GENERATED 20 INQUIRIES ABOUT ICMA'S NEXT CHIEF EQUITY OFFICER COHORT.THE 3RD COHORT OF EQUITY OFFICERS, COMPOSED OF 35 MEMBERS, MET IN NOVEMBER AND WILL CONTINUE MEETING TO PLAN THE 3RD ANNUAL EQUITY SUMMIT.FIVE FELLOWS FROM THE COHORT OF 25 OF THE ICMA LEADERSHIP INSTITUTE ON RACE, EQUITY, AND INCLUSION (PARTNERSHIP WITH THE KETTERING FOUNDATION AND THE NATIONAL CIVIC LEAGUE), PRESENTED THEIR CAPSTONE PROJECTS AT THE ICMA ANNUAL CONFERENCE IN COLUMBUS, OHIO. THE NEXT COHORT, A GROUP OF 20, MET IN-PERSON AT THE KETTERING FOUNDATION IN DAYTON, OHIO, IN OCTOBER. 2794333 6286920 MEMBERSHIP:ATTRACTING AND RETAINING MEMBERS REMAINS A CORE PRIORITY FOR ICMA. - THE ICMA EXECUTIVE BOARD APPROVED A NEW DUES STRUCTURE IN FEBRUARY 2022, WHICH LOWERED DUES FOR FULL MEMBERS AND ADDED A DISCOUNT FOR MANAGERS AND ASSISTANTS WORKING IN SMALL COMMUNITIES. THIS NEW DUES STRUCTURE WAS UNVEILED TO MEMBERS AND WENT INTO EFFECT IN OCTOBER 2022. - EFFORTS TO RECRUIT NEW MEMBERS CONTINUED BY WORKING IN PARTNERSHIP WITH STATE ASSOCIATIONS AND BY LEVERAGING ICMA EVENTS AND CONTENT WE ADDED 2,274 NEW MEMBERS IN FY 2023, INCLUDING 529 NEW FULL MEMBERS, 351 DEPARTMENT DIRECTOR AFFILIATE MEMBERS, 553 ENTRY- TO MID-LEVEL AFFILIATE MEMBERS AND 841 NEW MEMBERS IN VARIOUS OTHER MEMBERSHIP CATEGORIES SUCH AS AFFILIATE NIS, INTERNS, FELLOWS, PROFESSORS, HONORARY, AND RETIRED MEMBERS. WE BEGAN THE YEAR WITH 12,697 TOTAL MEMBERS AND ENDED WITH 13,092, AN INCREASE OF 3.11%. - SUPPORTING MEMBERS, WHO WERE RECOVERING FROM THE LINGERING CHALLENGES OF MANAGING LOCAL GOVERNMENTS DURING THE TWIN PANDEMICS OF COVID AND SOCIAL UNREST, CONTINUED TO BE A CRITICAL FOCUS OF OUR EFFORTS IN FY 2023. - THE SENIOR ADVISOR PROGRAM CONTINUED TO PROVIDE INVALUABLE SUPPORT TO FIRST-TIME ADMINISTRATORS, MEMBERS IN TRANSITION, AND PROFESSIONALS SEEKING ADVICE. THE PROGRAM IS BASED IN 30 STATES, WITH 116 ADVISORS SERVING ALL MEMBERS, BUT WITH A FOCUS ON IN-SERVICE MEMBERS. - ICMA CONTINUED TO PROVIDE CAREER DEVELOPMENT SUPPORT TO MEMBERS AND THE PROFESSION AT LARGE BY ENGAGING STUDENTS IN MORE THAN 120 CHAPTERS WORLDWIDE, PLACING APPROXIMATELY 30 RECENT GRADUATES IN MANAGEMENT FELLOWSHIPS, LAUNCHING A NEW INTERNSHIP FOR HIGH SCHOOL STUDENTS TO GROW INTEREST IN LOCAL GOVERNMENT AS A CAREER, SUPPORTING A JOB PLATFORM THAT HOSTED MORE THAN 2,600 LOCAL GOVERNMENT RECRUITMENTS, AND MAINTAINING A ROSTER OF CAREER GUIDES TO HELP MEMBERS AND CAREER CHANGERS AT ALL CAREER STAGES. SUPPORTED MORE THAN 150 MEMBERS MONTHLY, WHO WERE TRANSITIONING BETWEEN MANAGEMENT APPOINTMENTS. - ICMA'S COACHING PROGRAM IS COMMITTED TO PROVIDING TOOLS THAT HELP MEMBERS ACHIEVE THEIR PROFESSIONAL CAREER GOALS. ICMA IS ABLE TO PROVIDE 2 PROFESSIONAL DEVELOPMENT TOOLS, THE COACHCONNECT AND COACHING WEBINAR PROGRAMS, FREE OF CHARGE THROUGH A PARTNERSHIP WITH STATE ASSOCIATIONS. IN FY 2023, 105 LEARNERS AND 14 COACHES JOINED THE COACHCONNECT PROGRAM, FOR A TOTAL OF 262 ACTIVE LEARNERS AND 331 ACTIVE COACHES. MEMBERS REMAINED ACTIVE ON THE PLATFORM, SCHEDULING 138 COACHING SESSIONS IN FY 2023. INDIVIDUAL COACHING WAS SUPPLEMENTED WITH 6 COMPLIMENTARY COACHING WEBINARS OFFERED BY LOCAL GOVERNMENT PRACTITIONERS ON A VARIETY OF TOPICS SELECTED IN COLLABORATION WITH OUR COACHING PARTNERS. - ICMA'S MILITARY PROGRAMS CONTINUE TO THRIVE WITH OVER 110 VLGMF HOST LOCATIONS AND 23 FELLOWS PLACED IN 2023, 9 OF WHOM ACCEPTED LOCAL GOVERNMENT POSITIONS. OUR PARTNERSHIP WITH THE ARMY NOW INCLUDES A ROUTINE INVITE TO SPEAK AT THEIR INSTITUTIONAL SCHOOL FOR INSTALLATION MANAGEMENT AND THE CONTINUING CITY MANAGEMENT SENIOR FELLOWSHIP, WHICH HAS 16 COHORT 23 FELLOWS. WE ARE ALSO FOCUSING ON BUILDING OUR RELATIONSHIP WITH COLLEGES AND UNIVERSITIES TO PROMOTE LOCAL GOVERNMENT CAREER OPPORTUNITIES TO STUDENTS WHO ARE USING THEIR GI BILL. THIS GROUP IS MAINLY VETERANS, BUT ALSO INCLUDES MANY FAMILY MEMBERS, ALL WHO FIND VALUE IN THEIR CAREERS IN PUBLIC SERVICE. - ICMA'S ETHICS PROGRAM FOCUSED ON PROVIDING ADVICE, TRAINING, AND CONTENT TO ADDRESS ISSUES FACED BY MEMBERS AT ALL LEVELS AND ASPECTS OF LOCAL GOVERNMENT. TO THAT END, THERE WERE 11 EDITIONS OF ETHICS MATTER, THE MONTHLY COLUMN IN ICMA'S PM MAGAZINE; UNIQUE CONTENT DEVELOPED FOR THE MARCH EDITION OF PM TO CELEBRATE ETHICS AWARENESS MONTH; PRESENTATIONS DEVELOPED AND DELIVERED AT STATE ASSOCIATION MEETINGS; 2 SESSIONS AT THE ICMA ANNUAL CONFERENCE: "REBUILDING PUBLIC TRUST WHEN AN ETHICS BREACH SHATTERS PUBLIC CONFIDENCE, AND "EXPLORING THE MANY FACETS OF ETHICS DILEMMAS ON POLITICAL ACTIVITY; AND TRAINING SESSIONS DEVELOPED FOR LOCAL GOVERNMENT LEADERSHIP AND STAFF. - ICMA CONTINUED TO RECOGNIZE MEMBERS FOR THEIR INDIVIDUAL ACCOMPLISHMENTS, CAREER MILESTONES, AND PROGRAMS THAT STRENGTHEN LOCAL GOVERNMENT. AWARDS ARE PROMOTED AND CELEBRATED IN THE SEPTEMBER EDITION OF ICMA'S PM MAGAZINE, AT THE ANNUAL CONFERENCE, ON THE WEBSITE, AND VIA SOCIAL MEDIA. - SHELEADSGOV EXPANDED ITS REACH BY INCLUDING A CIGNA-SPONSORED VIRTUAL DISCUSSION, HOSTING THE SHELEADSGOV LUNCHEON, AND INCREASING AUTHORS FOR THE WOMEN IN LEADERSHIP COLUMN IN PM MAGAZINE. ON INTERNATIONAL WOMEN'S DAY (MARCH 8), ICMA AND THE LEAGUE OF WOMEN IN GOVERNMENT HOSTED THE THIRD ANNUAL SHELEADSGOV VIRTUAL FORUM, "BALANCING THE BLUR: BE A LEADER IN YOUR PERSONAL AND PROFESSIONAL LIFE. CREATED WITH EVENT SPONSOR AND ICMA STRATEGIC PARTNER CIGNA, MORE THAN 500 INDIVIDUALS PARTICIPATED IN THE DAY OF INSPIRATION FILLED WITH THOUGHT-PROVOKING AND MOTIVATIONAL SPEAKERS AND PANELISTS. - THE ASSISTANT CHIEF ADMINISTRATIVE OFFICERS (ACAO) COMMITTEE COORDINATED THE "ART OF ASSISTANT LEADERSHIP" SESSION AT THE ICMA ANNUAL CONFERENCE AND AUTHORED A MONTHLY COLUMN IN PM MAGAZINE FOCUSED ON THE PERSONAL AND PROFESSIONAL APPROACH TO THE ROLE. THIS EFFORT IS PART OF ICMA'S OVERALL STRATEGY TO BUILD COHORTS AT THE FUNCTIONAL LEVEL TO SUPPORT PERSONAL AND PROFESSIONAL CAREER ADVANCEMENT. - THE COMMITTEE ON PROFESSIONAL CONDUCT (CPC) MEMBERS AND STAFF CONDUCTED PRESENTATIONS ON THE CODE OF ETHICS AT STATE AND AFFILIATE MEETINGS. A TOTAL OF 135 ETHICS INQUIRIES WERE SUBMITTED BY MEMBERS AND ADDRESSED BY STAFF. CODE OF ETHICS ENFORCEMENT ACTIVITIES ENTAILED ADDRESSING 79 FORMAL ETHICS COMPLAINTS ALLEGING THAT A MEMBER'S CONDUCT MAY HAVE VIOLATED THE CODE. - AS PART OF AN EXECUTIVE BOARD DIRECTIVE ISSUED IN JUNE 2020, ICMA CONTINUED ITS REVIEW OF THE CODE TO FOCUS ON BETTER INTEGRATING THE PROFESSION'S LONG-STANDING ETHICAL COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION INTO THE 12 TENETS. FEEDBACK FROM OVER 600 MEMBERS FROM 17 SESSIONS SHAPED A SURVEY SENT TO THE MEMBERSHIP IN JULY 2022. THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL SCHOOL OF GOVERNMENT CONSULTANT TEAM CONDUCTED THE SURVEY ANALYSIS AND PROVIDED INITIAL RECOMMENDATIONS TO THE CPC, WHICH THE CPC REFINED BEFORE MAKING ITS RECOMMENDATIONS TO THE ICMA EXECUTIVE BOARD. IN DECEMBER 2022, THE BOARD APPROVED THE CPC'S RECOMMENDATION TO PLACE FOUR CHANGES TO THE TENETS OF THE CODE BEFORE THE MEMBERS FOR CONSIDERATION. THE ELECTION TO REVISE LANGUAGE IN TENETS 1, 4, 9, AND 11 WAS OPEN TO VOTING MEMBERS MARCH 1-31, 2023. VIA THIS SPECIAL ELECTION BALLOT, 84% OF CORPORATE MEMBERS VOTING APPROVED THE PROPOSED CHANGES. NOTABLY, THIS SPECIAL ELECTION HOLDS THE DISTINCTION OF HAVING THE HIGHEST PARTICIPATION RATE (31%) IN ICMA'S ONLINE VOTING HISTORY. THE BOARD ALSO VOTED TO APPROVE THE CHANGES TO THE ASSOCIATED GUIDELINES AT ITS JUNE 2023 MEETING. 3726519 1715447 RESEARCH AND PUBLICATIONS:ICMA DEVELOPS SIGNIFICANT RESEARCH-BASED CONTENT ON LOCAL GOVERNANCE. - PUBLISHED THE FOURTH EDITION OF OUR SEMINAL WORK, THE EFFECTIVE LOCAL GOVERNMENT MANAGER. - WITH SUPPORT FROM THE BILL & MELINDA GATES FOUNDATION, DEVELOPED KNOWLEDGE RESOURCES, INCLUDING WORKSHOPS, ARTICLES, AND VIDEOS ON ECONOMIC MOBILITY AND OPPORTUNITY FOR LOCAL GOVERNMENT LEADERS AND MANAGERS; HOSTED VIRTUAL AND IN-PERSON OPEN-ACCESS TRAININGS; AND FACILITATED A PEER LEARNING COHORT FOR A SELECT GROUP OF HIGHLY MOTIVATED LOCAL GOVERNMENT STAKEHOLDERS. - FINALIZED A NEW SURVEY DATA SET AND SUMMARY OF LOCAL GOVERNMENT CYBERSECURITY POLICIES AND PROGRAMS. - CONCLUDING SEVERAL NEW AND REVISED PUBLICATIONS, INCLUDING FULL-LENGTH BOOKS ON TAX INCREMENT FINANCING, AND A NEW EDITION OF EFFECTIVE SUPERVISORY PRACTICES. - CREATED NEW CONTENT ON INNOVATION THROUGH ICMA'S LOCAL GOVERNMENT REIMAGINED INITIATIVE.OUTREACH:TO ACHIEVE OUR GOALS OF ENSURING FUTURE-READY LEADERS AND POSITIONING ICMA AS A THOUGHT LEADER, WE CONTINUED TO FOCUS ON CREATING MORE ENGAGING CONTENT TO ATTRACT MEMBERS AND THEIR STAFF AND EXPAND OUR OUTREACH ON PRIORITY TOPIC AREAS. EXAMPLES INCLUDE: - PUBLISHED 50 ISSUES OF LEADERSHIP MATTERS, WITH OPEN RATES OF 35% FOR THE MEMBER EDITION AND 19% FOR THE NONMEMBER EDITION, AND AVERAGE CLICK-THROUGH RATES OF 20% FOR THE MEMBER EDITION AND 9% FOR THE NONMEMBER EDITION. THE TOTAL NUMBER OF SUBSCRIBERS IS 30,560, A 20% INCREASE OVER PREVIOUS YEAR.- PUBLISHED 13 ISSUES OF THE PM MAGAZINE MONTHLY E-NEWSLETTER WITH OVER 22,000 SUBSCRIBERS, WITH AN OPEN RATE OF 34% AND A CLICK-THROUGH RATE OF 8%. - HAD 765 MEDIA PLACEMENTS, IN WHICH ICMA WAS EITHER THE PRIMARY FOCUS OF THE ARTICLE OR HAD A QUOTE OR MENTION, REACHING A TOTAL READERSHIP OF 16.5 BILLION. - THE ICMA WEBSITE HAD OVER 1,859,793 MILLION PAGE VIEWS AND 427,951 VISITORS. - THE SOCIAL MEDIA AUDIENCE GREW TO 100,197 WITH 104,011 ENGAGEMENTS AND 91,199 REFERRALS TO ICMA.ORG. CONTENT WAS VIEWED 3,270,373 TIMES ACROSS NETWORKS AND ENGAGEMENT INCREASED BY 19% OVER THE PREVIOUS YEAR. - ICMA'S MEDIA OUTREACH EFFORTS HAVE RESULTED IN SUCCESSFUL COVERAGE OF A BROAD SPECTRUM OF ISSUES. THOSE TOPICS WITH THE GREATEST REACH INCLUDE COMMENTARY FROM ICMA ON ISSUES OF MENTAL HEALTH, VALUE OF PROFESSIONAL MANAGEMENT, AND EXPERTISE ON FORMS OF LOCAL GOVERNMENT. - ICMA'S VOICES IN LOCAL GOVERNMENT PODCAST HAD 8,814 TOTAL DOWNLOADS AND 4,175 UNIQUE LISTENERS. EPISODES FOCUSED ON PROMOTING SUCH ICMA EVENTS AND PROGRAMS AS THE ANNUAL CONFERENCE, LGR CONFERENCES, BROWNFIELDS, SOLAR@SCALE, AND VLGMP. IT ALSO HIGHLIGHTED PRIORITY TOPICS, INCLUDING CAREER DEVELOPMENT, MENTAL HEALTH, INFRASTRUCTURE, COMMUNITY ENGAGEMENT, AND LEADERSHIP. - THE ICMA BLOG RECEIVED 198,000 PAGE VIEWS WITH POSTS THAT FOCUSED ON THE CORE CONTENT PRIORITY AREAS OF RACIAL EQUITY AND SOCIAL JUSTICE, CRISIS MANAGEMENT, ETHICS, INNOVATION, MANAGEMENT, COMMUNITY ENGAGEMENT, AND LEADERSHIP. - THE ICMA CONNECT COMMUNITY HAD 6,213 LOGINS, 626 DISCUSSION POSTS, AND 217 NEW THREADS. 3726519 1715447 19335984 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 114 0 1 104 1 1 1 1 RP 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 AR CA HI IL MA MI NH NJ NM NC ND PA SC TN UT OR WI X SABINA AGARUNOVA 2029623680 777 NORTH CAPITOL STREET NE 500 WASHINGTON DC 200024201 JEFFREY R TOWERY PRESIDENT 5.00 X X 0 0 0 LON D PLUCKHAHN PRESIDENT-ELECT 5.00 X X 0 0 0 TROY S BROWN PAST PRESIDENT 5.00 X X 0 0 0 CHRIS MACPHERSON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 REBECCA JANE RYAN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 COLIN TOM BEHEYDT REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 VICTOR CARDENAS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 CORRIN B SPIEGEL REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MICHAEL SABLE REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 DIANE STODDARD REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 KENNETH R WILLIAMS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 DAVE SLEZICKEY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 WILLIAM J FRASER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 SCOTT W COLBY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 DENNIS J ENSLINGER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 NATHANIEL W PAGAN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 VALMARIE H TURNER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 JORGE M GONZALEZ REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 ROXANNE MURPHY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 PAMELA WEAVER ANTIL REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 JESSI BON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MARC OTT CEO/EXECUTIVE DIRECTOR 37.50 2.00 X 587829 0 53939 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 37.50 X 214275 0 41879 MARTHA PEREGO DIR. MBR SVCS & ETHICS (END 6/23) 37.50 X 203334 0 37666 TAD MCGALLIARD DIR., RESEARCH AND TECH. ASST 37.50 X 181905 0 25504 RAYMOND BARAY CHIEF OF STAFF 37.50 X 236400 0 42358 PRISCILLA WILSON CHIEF PEOPLE OFFICER 37.50 X 198543 0 31756 ISABELLE BULLY-OMICTIN MANAGING DIR. OF GLO. DEV'L & ENG. 37.50 X 174705 0 31516 JEREMY FIGOTEN DIRECTOR, CONFERENCES & EVENTS 37.50 X 183123 0 4805 HEMANT DESAI CHIEF INFORMATION OFFICER 37.50 X 170029 0 15751 2150143 0 285174 31 0 1 0 ENCORE GROUP (USA) LLC 525 NEW JERSEY AVE NW WASHINGTON DC 20001 AUDIOVISUAL EQUIP. & EVENTS TECHNOLOGY 818491 FERN EXPOSITION SERVICES LLC 645 LINN STREET CINCINNATI OH 45203 EVENTS MANAGEMENT AND LOGISTIC SERVICES 280234 HBP MARKETING LLC 952 FREDERICK STREET HAGERSTOWN MD 21740 COMM. PRINTING & FULFILLMENT 163378 FACTUM GLOBAL LLC 1775 I STREET NW SUITE 1150 WASHINGTON DC 20006 GLOBAL CONSULTING RESOURCES SERVICES 149182 ABILA INC 9620 EXECUTIVE DRIVE N SUITE 200 ST PETERSBURG FL 33702 FINANCIAL MANAGEMENT SOFTWARE SERVICES 141805 16 873614 7390615 2679691 10943920 MEMBERSHIP DUES 900099 6286920 6286920 PROFESSIONAL DEVELOPME 900099 3767494 3767494 PROGRAM SERVICE REVENU 900099 1480598 1480598 MEMBER SERVICES 900099 896455 896455 RESEARCH/INFORMATION 900099 485181 485181 333811 333811 13250459 1079003 1079003 2611463 2611463 114741 659863 -545122 -545122 -545122 10112443 10100967 11476 11476 11476 OTHER REVENUE 900099 132000 132000 132000 27483199 12916648 333811 3288820 801991 801991 61950 61950 374130 374130 1375391 397762 911188 66441 6894798 4942266 1882533 69999 632912 384558 243170 5184 2361718 1425469 903436 32813 713630 409961 292710 10959 175288 175288 65365 65365 46242 46242 27124 27124 2476856 1942323 534533 123824 123824 647537 575015 72522 533620 181497 352123 22991 22991 1481752 976775 481955 23022 1333450 1011053 305085 17312 3287570 3156072 131498 15 15 545284 7341 537943 153556 40676 112880 UBIT RELATED TAXES 40355 40355 FIELD OFFICE EXPENSES 2417447 2417447 CREDIT CARD FEES 221901 221901 DUES, SUBS. & LICENSES 100731 70399 30332 100842 12484 88269 89 27018270 19335984 7410225 272061 327 601 8877383 7472643 1618747 1239132 998298 945086 832533 1387147 4344879 3520218 1214638 824661 13828025 18645631 0 3153856 27369951 33668757 2782288 3613339 5987593 6477637 263219 4112640 9033100 14203616 X 14530504 15427518 3806347 4037623 18336851 19465141 27369951 33668757 464929 663361 0 X 0 1 X 1 1 1 X 10884722 13900469 12451236 12095556 10943920 60275903 11954441 12974919 9221028 10848236 12916648 57915272 22839163 26875388 21672264 22943792 23860568 118191175 5655 5220 5580 5227 4644 26326 0 5655 5220 5580 5227 4644 26326 118164849 4450209 3846838 3508335 3625512 3805207 19236101 4450209 3846838 3508335 3625512 3805207 19236101 80734 72338 60513 96730 25804 336119 132212 132657 132034 132066 132000 660969 27502318 30927221 25373146 26798100 27823579 138424364 0.85360 0.85140 0.13900 0.14090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 82844 82844 26842915 26925759 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 289306 113679 82844 485829 250000 250000 250000 750000 1125000 10000 13000 23000 PART II-A, LINE 1, LOBBYING ACTIVITIES: THE PRIMARY OBJECTIVE OF ICMA'S FORM OF GOVERNMENT ADVOCACY ACTIVITIES IS TO DOCUMENT AND PROMOTE THE BENEFITS OF PROFESSIONAL LOCAL GOVERNMENT MANAGEMENT AND THE COUNCIL-MANAGER FORM OF GOVERNMENT. TO ACHIEVE THIS GOAL, ICMA CREATES CONTENT TO HIGHLIGHT THE ACTIVITIES OF PROFESSIONAL MANAGERS IN ALL FORMS OF LOCAL GOVERNMENT, CONDUCTS RESEARCH AND REPORTS OUT ON FINDINGS REGARDING ISSUES RELATED TO LOCAL GOVERNMENT MANAGEMENT, AND HIGHLIGHTS EXAMPLES OF BEST PRACTICES DEMONSTRATED BY COMMUNITIES THAT OPERATE UNDER THE COUNCIL-MANAGER FORM OF GOVERNMENT OR PROFESSIONAL LOCAL GOVERNMENT MANAGEMENT; DEVELOPS AND DISSEMINATES RELATED EDUCATIONAL MATERIALS; AND RESPONDS TO REQUESTS FOR LIMITED FINANCIAL ASSISTANCE FROM LEGITIMATE LOCAL NON-PROFIT GROUPS PROMOTING ADOPTION/RETENTION OF THE COUNCIL/MANAGER FORM OF GOVERNMENT. IN FISCAL YEAR 2023, ICMA USED AVAILABLE STATISTICS, RESEARCH, AND DATA TO DEVELOP A NUMBER OF OPINION PIECES, EDITORIALS AND PRESENTATIONS THAT ADVOCATED FOR THE RETENTION OR ADOPTION OF THE COUNCIL-MANAGER FORM OF GOVERNMENT OR THE CITY MANAGER'S AUTHORITY IN A NUMBER OF JURISDICTIONS INCLUDING PORTLAND, ME; BALTIMORE, MD; WAUKEGAN, IL; ORLAND PARK, IL; MADISON, AL; ALBUQUERQUE, NM; TARRANT, AL; STURGIS, SD; SALEM, NH; RED BANK, NJ; EVANSTON, IL; BRISTOW, OK; ITHACA, NY; CALHOUN COUNTY, GA; HOMEWOOD, AL; CLYDE HILL, WA. IN ADDITION TO SUPPORTING COMMUNITIES SEEKING INFORMATION ABOUT VARIOUS FORMS OF GOVERNMENT, ICMA PROVIDES RESOURCES AND GUIDANCE TO INTERNATIONAL DELEGATIONS, STATE ASSOCIATIONS, LOCAL COMMUNITY GROUPS, AND LOCAL GOVERNMENT ORGANIZATIONS. STAFF MET WITH COMMUNITY ORGANIZERS TO PROVIDE TECHNICAL GUIDANCE AND EXPERT TESTIMONY ON THE VALUE OF PROFESSIONAL MANAGEMENT INCLUDING MEETINGS WITH ONTARIO MUNICIPAL MANAGEMENT ASSOCIATION, TENNESSEE CITY/COUNTY MANAGEMENT ASSOCIATION, DELEGATION FROM HUNGARY, UNIVERSITY OF NORTH TEXAS. 233300 181211 52089 4037067 3266518 770549 74512 72489 2023 824661 OPERATING LEASE (RIGHT OF USE ASSET) 3153856 3153856 SUBTENANT DEPOSITS 6799 REFUNDABLE ADVANCES 951985 OPERATING LEASE LIABILITY 3153856 4112640 X 29345635 663361 566336 659863 1889560 27456075 27124 27124 27483199 28217345 566336 659863 1226199 26991146 27124 27124 27018270 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2023, THE ASSOCIATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 659,863. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 6B. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 659,863. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 6B. 1 EAST ASIA AND THE PACIFIC 1 64 PROGRAM SERVICES MUNICIPAL GOVERNANCE 4065075 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES MUNICIPAL GOVERNANCE 92616 SOUTH ASIA 0 5 PROGRAM SERVICES MUNICIPAL GOVERNANCE 719709 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 152060 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 61247 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 97216 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 63607 1 69 0 0 1 69 5251530 0 5251530 CENTRAL AMERICA AND THE CARIBBEAN STRENGTHENING GOVERNMENT THROUGH CIVIL SOCIETY ENGAGEMENT (CARSI) PROGRAM- PHASE II 61247 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC CITIES FOR ENHANCED ENGAGEMENT AND GOVERNANCE (CHANGE) PROGRAM 47196 WIRE TRANSFER 0 SOUTH ASIA CTA-CAPACITY BUILDING AND SUSTAINABILITY INITIATIVE (CTA-CBSI) PROGRAM 97216 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) ICMA EUROPE GRANT 63607 WIRE TRANSFER 0 1 3 FELLOWSHIP STIPENDS EAST ASIA AND THE PACIFIC 116 99003 CASH RESEARCH GRANTS EAST ASIA AND THE PACIFIC 4 5861 WIRE TRANSFER 1 0 0 0 0 0 PART I, LINE 2: FIELD OFFICES SEND REPORTS TO THE HOME OFFICE ON A MONTHLY BASIS. REPORTS ARE REVIEWED BY THE ICMA PROGRAM AND FINANCE TEAMS. FUNDS ARE ALSO MONITORED BY PROJECT MANAGERS. PART III ACCOUNTING METHOD: PART IV, LINE 1: THE ORGANIZATION TRANSFERRED CASH TO FOREIGN SUBGRANTEES AND SUBCONTRACTORS. THERE WAS NO TRANSFER OF OWNERSHIP, THEREFORE, NO ADDITIONAL FILING REQUIREMENTS ARE REQUIRED. X X X X X 1 JOANNE R POTTER 405 EAST WINDSOR AVE ALEXANDRIA VA 22301 PROPOSAL DEVELOPMENT 0 0 6938 -6938 BARRY J REED 930 ACOMA STREET UNIT 120 DENVER CO 80204 PROPOSAL DEVELOPMENT 0 0 39304 -39304 46242 -46242 AK AR AL CA CO CT DC HI IL ME MA MS MI ND NH NJ NC NM NV OK OR PA SC TN UT WA WI 1 THE CADMUS GROUP LLC 410 TOTTEN POND ROAD SUITE 400B WALTHAM MA 02451 042793755 OTHER 359834 0 IMPLEMENTATION OF THE SOLAR@SCALE AND THE SOLSMART (SOLSMART 2.0) PROGRAMS DESIGNED TO HELP LOCAL GOVERNMENTS TO REDUCE SOFT COST BARRIERS TO SOLAR MARKET DEVELOPMENT AND MADE IT EASIER FOR RESIDENTS TO INSTALL RESIDENTIAL SOLAR ENERGY SYSTEM. NATIONAL LEAGUE OF CITIES 1301 PENNSYLVANIA AVE NW WASHINGTON DC 20004 530226780 OTHER 103252 0 TECHNICAL ASSISTANCE TO LOCAL GOVERNMENTS AND LEND EXPERTISE THE IMPLEMENTATION OF THE SOLSMART PROGRAM MANAGEMENT (SOLSMART 2.0) DESIGNED TO HELP LOCAL GOVERNMENTS TO REDUCE SOFT COST BARRIERS TO SOLAR MARKET DEVELOPMENT AND MADE IT EASIER FOR RESIDENTS TO INSTALL RESIDENTIAL SOLAR ENERGY SYSTEM. WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 20002 521257057 OTHER 52256 0 IMPLEMENTATION OF THE SOLSMART PROGRAM MANAGEMENT (SOLSMART 2.0) DESIGNED TO HELP LOCAL GOVERNMENTS TO REDUCE SOFT COST BARRIERS TO SOLAR MARKET DEVELOPMENT AND MADE IT EASIER FOR RESIDENTS TO INSTALL RESIDENTIAL SOLAR ENERGY SYSTEM. AMERICAN PLANNING ASSOCIATION 205 N MICHIGAN AVE STE 1200 CHICAGO IL 60601 521134021 501(C)(3) 40150 0 IMPLEMENTATION OF THE SOLAR@SCALE PROGRAM AIMS TO REDUCE LARGE-SCALE SOLAR SOFT COSTS BY BRINGING TOGETHER PUBLIC- AND PRIVATE-SECTOR STAKEHOLDERS TO IDENTIFY BEST PRACTICES FOR LOCAL GOVERNMENTS, SPECIAL DISTRICTS, AND OTHER AUTHORITIES THAT HAVE JURISDICTION TO INSTALL LARGE-SCALE SOLAR PROJECTS. COUNTY OF CHESTERFIELD 9901 LORI ROAD CHESTERFIELD VA 23832 546001208 GOV'T 25000 0 DEVELOPMENT AND FACILITATION OF ECONOMIC MOBILITY AND OPPORTUNITIES BY ENGAGING WITH STAKEHOLDERS THROUGH EDUCATION AND LEARNING IN KEY FOCUS AREAS SUCH AS FINANCIAL LITERACY, WORKFORCE DEVELOPMENT, QUALITY CHILDCARE, AND SAFE AND STABLE HOUSING THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. COUNTY OF EL PASO 800 EAST OVERLAND SUITE 406 EL PASO TX 79901 746000762 GOV'T 25000 0 DEVELOPMENT AND COLLABORATION WITH THE LOCAL WORKFORCE BOARD TO ENSURE THAT RELIABLE CHILDCARE PROVIDERS IN THE REGION ARE ABLE TO UPGRADE CHILDCARE ENVIRONMENTS TO EARLY CHILDHOOD EDUCATION CENTERS TO HELP MEET GROWING DEMANDS AND CERTIFICATIONS REQUIRED BY THE STATE OF TEXAS THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF GRESHAM 1333 NW EASTMAN PARKWAY GRESHAM OR 97030 936002176 GOV'T 25000 0 DEVELOPMENT OF A POVERTY REDUCTION AND PREVENTION PLAN TO ADDRESS THE ROOT CAUSES OF POVERTY INCLUDING STRATEGIES FOCUSED ON UPWARD MOBILITY AND OPPORTUNITIES THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. COUNTY OF SAN JUAN 117 S MAIN PO BOX 338 MONTICELLO UT 84535 876000305 GOV'T 25000 0 ENHANCEMENT OF DIVERSIFICATION SECTOR EMPLOYMENT IN THE GOVERNMENT THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM IN THE COUNTY OF SAN JUAN. CITY OF MORGAN HILL 17555 PEAK AVE MORGAN HILL CA 95037 946000377 GOV'T 25000 0 STRATEGY DEVELOPMENT TO CONNECT SPANISH-SPEAKING AND LOWER INCOME COMMUNITY MEMBERS TO JOBS AND HOUSING RESOURCES, WHILE ALSO INCREASING THEIR SENSE OF BELONGING TO THE GREATER COMMUNITY THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF GRAND ISLAND 100 E 1ST ST PO BOX 1968 GRAND ISLAND NE 68802 476006205 GOV'T 25000 0 PLAN DEVELOPMENT TO ADDRESS TRANSPORTATION BARRIERS TO WORKFORCE EDUCATIONAL OPPORTUNITIES AND MAJOR AREAS OF EMPLOYMENT WITHIN THE CITY OF GRAND ISLAND THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF MEADVILLE 894 DIAMOND PARK MEADVILLE PA 16335 256000867 GOV'T 25000 0 CREATION OF HOUSING PLAN FOR THE CITY OF MEADVILLE THAT WILL DIRECT STAFF'S EFFORTS TO ADDRESS HOUSING NEEDS IN THE CITY THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF DUBUQUE 50 W 13TH STREET DUBUQUE IA 52001 426004596 GOV'T 25000 0 IMPLEMENTATION OF EQUITABLE POVERTY REDUCTION AND PREVENTION PLAN THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF BELOIT 100 STATE STREET BELOIT WI 53511 396005397 GOV'T 25000 0 POVERTY REDUCTION AND EMPLOYMENT ADVANCEMENT BY CONNECTING INDIVIDUALS WITH RESOURCES TO OVERCOME IDENTIFIED OBSTACLES OF TRANSPORTATION, CHILDCARE, AND SKILLS DEVELOPMENT, AND CREATE AN ECOSYSTEM OF SUPPORTIVE MENTORS, INSTITUTIONS, AND ALLIES WORKING COLLABORATIVELY TO REDUCE THE POVERTY RATE THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. HARVARD KENNEDY SCHOOL HSK EXEC EDUCATION 79 JFK ST CAMBRIDGE MA 02318 042103580 501(C)(3) 16500 0 HARVARD KENNEDY SCHOLARSHIP. 11 3 SCHOLARSHIPS TO ATTEND ICMA CONFERENCES 46 36200 HANSELL AWARD 1 5000 JUDY KELSEY SCHOLARSHIP 2 10000 KEANE AWARD 1 5000 TRANTER LEONG FELLOW SCHOLARSHIP 1 5000 BABS ELWEL SCHOLARSHIP 1 750 PART I, LINE 2: THE ASSOCIATION PROVIDES A VARIETY OF SCHOLARSHIPS TO MEMBERS. COMPLIMENTARY REGISTRATION AND TRAVEL STIPENDS ARE PROVIDED TO ATTEND THE ICMA ANNUAL CONFERENCE IN AN EFFORT TO SUPPORT WOMEN, DIVERSITY, AND THOSE WHO WORK IN SMALLER LOCAL GOVERNMENTS. ICMA ALSO PROVIDES COMPLIMENTARY ANNUAL CONFERENCE REGISTRATION FOR THE ICMA LOCAL GOVERNMENT MANAGEMENT FELLOWSHIP PROGRAM (LGMF) ATTENDEES. THE LGMF PROGRAM PLACES A FELLOW IN A FULL-TIME POSITION IN A LOCAL GOVERNMENT. LOCAL GOVERNMENT MANAGERS AND ASSISTANTS WHO EXPERIENCE JOB LOSS ARE ALSO GRANTED COMPLIMENTARY REGISTRATION FOR THE ANNUAL CONFERENCE ALONG WITH A TRAVEL STIPEND. THE ASSOCIATION ALSO OFFERS VARIOUS SCHOLARSHIP PROGRAMS SUPPORTING MID-CAREER AND YOUNG PROFESSIONALS WHO SEEK TO GAIN INTERNATIONAL EXPERIENCE IN A MANAGEMENT PERSPECTIVE. LASTLY, STUDENTS WHO ARE MEMBERS IN THE ICMA STUDENT CHAPTER PROGRAM ALSO RECEIVE COMPLIMENTARY REGISTRATION TO ATTEND ICMA'S ANNUAL CONFERENCE. THE ASSOCIATION CLOSELY MONITORS THE USE OF ALL GRANTS FUNDS PROVIDED TO SUBRECIPIENTS TO ENSURE PERFORMANCE EXPECTATIONS ARE BEING ACHIEVED AND PROGRAMS ARE IMPLEMENTED IN ACCORDANCE WITH AGREEMENT REQUIREMENTS AND APPLICABLE FEDERAL LAWS AND REGULATIONS. SUBRECIPIENTS ARE REQUIRED TO SUBMIT PERIODIC FINANCIAL AND TECHNICAL REPORTS DESCRIBING PROGRAM ACHIEVEMENTS DURING THE REPORTING PERIOD. ICMA FINANCE AND PROGRAM TEAMS REVIEW REPORTS FOR COMPLIANCE WITH THE TERMS OF SUB-AWARD AGREEMENTS. ICMA UTILIZES A VARIETY OF MONITORING TECHNIQUES AND TOOLS INCLUDING, BUT NOT LIMITED TO, PROGRAM SITE VISITS TO VERIFY PROGRAM RECORDS AND COMPLIANCE WITH TERMS AND CONDITIONS OF THE SUB-AWARD AGREEMENT; PARTICIPATION IN PROGRAM EVENTS; AND FINANCIAL MONITORING AND AUDIT REPORTS REVIEW. X X 1 1 X X 0 0 0 0 0 0 0 1 0 MARC OTT CEO/EXECUTIVE DIRECTOR 489174 0 74975 0 23680 0 35198 0 18741 0 641768 0 0 0 RAYMOND BARAY CHIEF OF STAFF 225400 0 11000 0 0 0 40987 0 1371 0 278758 0 0 0 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 204075 0 10200 0 0 0 22874 0 19005 0 256154 0 0 0 MARTHA PEREGO DIR. MBR SVCS & ETHICS (END 6/23) 193834 0 9500 0 0 0 29997 0 7669 0 241000 0 0 0 PRISCILLA WILSON CHIEF PEOPLE OFFICER 189043 0 9500 0 0 0 29825 0 1931 0 230299 0 0 0 TAD MCGALLIARD DIR., RESEARCH AND TECH. ASST 172995 0 8910 0 0 0 6607 0 18897 0 207409 0 0 0 ISABELLE BULLY-OMICTIN MANAGING DIR. OF GLO. DEV'L & ENG. 169715 0 4990 0 0 0 12701 0 18815 0 206221 0 0 0 JEREMY FIGOTEN DIRECTOR, CONFERENCES & EVENTS 174833 0 8290 0 0 0 3623 0 1182 0 187928 0 0 0 HEMANT DESAI CHIEF INFORMATION OFFICER 163579 0 6450 0 0 0 2572 0 13179 0 185780 0 0 0 PART I, LINE 1A ICMA'S CEO/EXECUTIVE DIRECTOR WAS PROVIDED COMPENSATION FOR COMPANION TRAVEL, WHICH WAS GROSSED UP AND INCLUDED IN TAXABLE WAGES, PER THE TERMS OF HIS EMPLOYMENT AGREEMENT. PART I, LINE 7 SEE PART II FOR THE BONUSES LISTED ON PART VII. FORM 990, PART VI, SECTION A, LINE 6 CORPORATE MEMBERS: ANY PERSON WHOSE PROFESSIONAL CONDUCT CONFORMS TO THE ASSOCIATION'S CODE OF ETHICS IS ELIGIBLE TO BE A FULL MEMBER IF THAT PERSON SERVES AS A FULL-TIME ADMINISTRATIVE HEAD OF A LOCAL GOVERNMENT, A FULL-TIME ADMINSTRATIVE ASSISTANT, ASSISTANT CITY/COUNTY MANAGER, ASSISTANT DIRECTOR OF A COUNCIL OF GOVERNMENTS OR A STATE/PROVINCIAL ASSOCIATION OF LOCAL GOVERNMENT, OR ASSISTANT ADMINISTRATOR, HOWEVER DESIGNATED, HAVING SIGNIFICANT GENERAL ADMINISTRATIVE RESPONSIBILITY IN A LOCAL GOVERNMENT POSITION AND WAS APPOINTED TO THAT POSITION BY THE CITY OR COUNTY MANAGER OR CHIEF ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 7A THE REGIONAL VICE PRESIDENTS ARE ELECTED BY A MAJORITY VOTE OF THE CORPORATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE CONSTITUTION AND THE CODE OF ETHICS MAY BE AMENDED BY A MAJORITY VOTE OF THE CORPORATE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS PROVIDED TO THE TO THE AUDIT, FINANCE, AND BUSINESS OPERATIONS COMMITTEE FOR REVIEW. A COPY OF THE RETURN WAS MADE AVAILABLE TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, EXECUTIVE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. IN ACCORDANCE WITH ICMA'S CONFLICT OF INTEREST POLICY, ANY SUSPECTED INSTANCES OF CONFLICT OF INTEREST WILL BE THOROUGHLY INVESTIGATED BY ICMA'S CHIEF PEOPLE OFFICER. CONFIRMED VIOLATIONS OF THE POLICY WILL RESULT IN APPROPRIATE DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. THIS POLICY APPLIES TO ALL EMPLOYEES AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE CEO/EXECUTIVE DIRECTOR'S SALARY IS REVIEWED BY THE ICMA BOARD PERFORMANCE EVALUATION COMMITTEE ON AN ANNUAL BASIS. SALARY COMPARISONS OF CEO/EXECUTIVE DIRECTORS OF OTHER COMPARABLE ORGANIZATIONS ARE PROVIDED ANNUALLY TO THE EVALUATION COMMITTEE TO AID IN THEIR SALARY ADJUSTMENT RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS, WHICH VOTES ON THE RECOMMENDATIONS. THE RESULT IS THEN COMMUNICATED TO THE CHIEF PEOPLE OFFICER AND THE CHIEF FINANCIAL OFFICER FOR EXECUTION OF THE APPROVED ADJUSTMENTS. THE LAST COMPENSATION REVIEW WAS APPROVED IN SEPTEMBER 2022. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE CHIEF PEOPLE OFFICER ENSURES THAT THE SALARIES OF ICMA STAFF ARE IN LINE WITH THE MARKETPLACE AND ADJUSTMENTS ARE MADE WHERE NEEDED. PERIODICALLY AN INDEPENDENT FIRM IS ASKED TO REVIEW THE JOB CLASSIFICATION AND SALARY STRUCTURES TO ENSURE THEY ARE MARKET COMPETITIVE. THE MOST RECENT COMPREHENSIVE COMPENSATION STUDY WAS CONDUCTED IN FY 2023, WITH SALARY AND GRADE ADJUSTMENTS MADE AS NECESSARY. ALL EMPLOYEE COMPENSATION COSTS ARE WITHIN THE FISCAL YEAR BUDGET APPROVED BY THE ICMA EXECUTIVE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. MISSIONSQUARE RETIREMENT 777 N CAPITOL ST NE 600 WASHINGTON DC 20002 237268394 HELPING PUBLIC SECTOR EMPLOYEES BUILD RETIREMENT SECURITY DE 501(C)(3) LINE 10 INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION 0 ICMA EUROPE PESTOVATELSKA 2 821-04 BRATOSLAVA LO ADVANCE ICMA'S MISSION BY SERVING AS A PLATFORM FOR ICMA'S INT'L AFFILIATES LO FOREIGN N/A INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION 1 CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC 777 N CAPITOL ST NE STE 600 WASHINGTON DC 20002 521655825 REIT HOLDING THE HEADQUARTERS MD INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION C 3406864 9175440 0.33330 0 1 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 MISSIONSQUARE RETIREMENT A 3611463 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC F 570000 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC K 2111144 FMV ICMA EUROPE B 63607 FMV MISSIONSQUARE RETIREMENT C 873614 FMV MISSIONSQUARE RETIREMENT Q 5806 FMV