2022-05-03T09:52:18-05:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 362167755 INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION INTE 2029623680 777 NORTH CAPITOL STREET NE NO WASHINGTON DC 200024201 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 2029623680 2022-05-03 1 SABINA AGARUNOVA 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARC OTT 777 NORTH CAPITOL STREET NE NO 500 WASHINGTON DC 200024201 27402702 0 X WWW.ICMA.ORG X 1914 IL TO ADVANCE PROFESSIONAL LOCAL GOVERNMENT THROUGH LEADERSHIP, MANAGEMENT, INNOVATION, AND ETHICS. 21 21 106 740 205729 60513 13900469 12451236 13170817 9426757 786561 795653 2718782 2400685 30576629 25074331 2323103 1971399 0 0 12413927 12352977 102693 42775 502625 14396632 8770322 29236355 23137473 1340274 1936858 23816774 26776388 8161157 9088249 15655617 17688139 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 7039069 1901455 185823 SERVICES TO LOCAL GOVERNMENTS:- THE FEMA FUNDED PLANNING FOR ECONOMIC RECOVERY TRAINING PROGRAM WAS LAUNCHED FOR LOCALITIES AND SEVERAL ONLINE TRAININGS WERE HELD FOR LOCAL GOVERNMENT LEADERS, MANAGERS, STAFF, AND STAKEHOLDERS.- WITH SUPPORT FROM THE ROBERT WOOD JOHNSON FOUNDATION, WORKED WITH PARTNERS AT THE NYU GROSSMAN SCHOOL OF MEDICINE TO SUPPORT THE CITY HEALTH DASHBOARD, A FREE WEB-BASED RESOURCE TO PLACE CITY- AND NEIGHBORHOOD-LEVEL DATA INTO THE HANDS OF POLICYMAKERS AND THEIR PARTNERS. THE DASHBOARD FEATURES 35 MEASURES OF HEALTH ORGANIZED BY CLINICAL CARE, HEALTH BEHAVIORS, HEALTH OUTCOMES, PHYSICAL ENVIRONMENT, AND SOCIAL AND ECONOMIC FACTORS, REPRESENTING THE 500 LARGEST U.S. CITIES.- PRODUCED A 6-MODULE TRAINING PROGRAM FOR URBAN LOCAL BODY EXECUTIVES IN ODISHU, INDIA. THE TRAINING IS ICMA UNIVERSITY'S FIRST MAJOR GLOBAL PROGRAM. THE MODULES WERE: ETHICS, PERFORMANCE MANAGEMENT, ELECTED/EXECUTIVE RELATIONS, BUDGETING, COMMUNITY ENGAGEMENT, AND EQUITY IN WATER SANITATION AND HYGIENE SERVICES. THE PROJECT WAS A DELIVERABLE AS PART OF ICMA'S USAID FUNDED MISAL PROJECT.- ICMA'S LONG-RUNNING PARTNERSHIP WITH THE U.S. DEPARTMENT OF ENERGY CONTINUES AS A NEW $1.0 MILLION PROJECT SOLAR@SCALE WAS LAUNCHED IN LATE 2020. OUR MULTI-YEAR PROGRAM SOLSMART, IN PARTNERSHIP WITH DOE WAS EXTENDED THROUGH MAY 2022, RECEIVING AN ADDITIONAL $380,000 TO CARRY ON THE NATIONAL RECOGNITION PROGRAM FOR LOCAL GOVERNMENTS.- THE USAID-FUNDED PHILIPPINES SURGE PROJECT CONTINUES TO WORK WITH SECONDARY CITIES IN THE PHILIPPINES TO HELP THEM BECOME THRIVING AND RESILIENT GROWTH CENTERS. USAID AWARDED SURGE WITH $1.5 MILLION TO PREPARE FOR, MITIGATE, AND ADDRESS SECOND-ORDER ECONOMIC, SECURITY, STABILIZATION, AND GOVERNANCE IMPACTS OF COVID-19.- GIVEN TRAVEL RESTRICTIONS, ICMA DEVELOPED VIRTUAL PROGRAMMING TO ENGAGE WITH SELECTED YOUNG PROFESSIONALS FROM SOUTHEAST ASIA UNDER THE STATE-DEPARTMENT-FUNDED YSEALI FELLOWS PROGRAM. OVER 30 FELLOWS PARTICIPATED IN A 10-WEEK VIRTUAL PROGRAM. - IN BANGLADESH, ICMA HAS PARTNERED WITH LOCAL ORGANIZATIONS TO PROVIDE PROGRAMMING TO SUPPORT VULNERABLE YOUTH IN TWO PILOT COMMUNITIES IN DHAKA. NEARLY 60 YOUTHS BEEN ENGAGED IN THE PROGRAM. FOR MORE INFORMATION, PLEASE REFER TO ICMA'S FY 2021 ANNUAL REPORTS, WHICH CAN BE FOUND HERE: HTTPS://ICMA.ORG/ANNUAL-REPORTS. 3267364 1274600 PROFESSIONAL DEVELOPMENT: LEADERSHIP AND PROFESSIONAL DEVELOPMENT ARE KEY TO BUILDING CAPACITY IN OUR MEMBERS AND THOSE HOPING TO LEAD LOCAL GOVERNMENTS THROUGHOUT THE WORLD. AMONG SIGNIFICANT PROGRAM ACCOMPLISHMENTS ARE:- OFFERED PROFESSIONAL DEVELOPMENT OFFERINGS CATERED TO VARIOUS CAREER STAGES, FROM COACHING PROGRAMS TO LEADERSHIP AND MENTORSHIP PROGRAMS. - EMERGING LEADERS DEVELOPMENT PROGRAM WELCOMED 77 NEW PARTICIPANTS, INCLUDING 20 WHO WERE NOT ICMA MEMBERS UNTIL THEY REGISTERED FOR THE PROGRAM. - ICMA UNIVERSITY DELIVERED 8 WORKSHOPS AT THE VIRTUAL ANNUAL CONFERENCE. - ICMA UNIVERSITY ONLINE LEARNING DELIVERED 14 WEBINARS; 15 STRATEGIC PARTNER-SPONSORED WEBINARS; 20 FREE WEBINARS ON CRITICAL TOPICS SUCH AS COVID AND EQUITY; AND 53 JURISDICTIONS REGISTERED FOR ICMA UNIVERSITY'S WEBINAR SUBSCRIPTION. - DEVELOPED 6 PART "TRAIN THE TRAINER" PROGRAM AS PART OF THE MOVING INDIA TOWARDS SANITATION FOR ALL (MISAAL) PROGRAM; MODULES INCLUDED ETHICS, BUDGETING, EQUITY IN WASH SERVICES, PERFORMANCE MANAGEMENT, ELECTED/EXECUTIVE RELATIONS, AND COMMUNITY ENGAGEMENT. WE UNITED THE PROFESSION THROUGH NEW LEARNING OPPORTUNITIES.TO SERVE THE LEADERSHIP AND PROFESSIONAL DEVELOPMENT NEEDS OF THE LOCAL GOVERNMENT COMMUNITY DURING THE PANDEMIC, ICMA TRANSITIONED THE IN-PERSON 2020 ICMA ANNUAL CONFERENCE INTO ITS FIRST-EVER, 100% DIGITAL CONFERENCE. HELD SEPTEMBER 21-26, 2020 (WITH A BONUS DAY OF CONTENT ON NOVEMBER 13), UNITE: A DIGITAL EVENT INCLUDED A RECORD NUMBER OF EDUCATION SESSIONS (215), INCLUDING, FOR THE VERY FIRST TIME, EDUCATION SESSIONS CREATED SPECIFICALLY FOR A GLOBAL AUDIENCE.THE 2021 ICMA REGIONAL CONFERENCES BROUGHT MEMBERS AND NONMEMBERS TOGETHER FROM AROUND THE WORLD. IN ITS NEW VIRTUAL FORMAT, ATTENDEES DISCOVERED NEW LEADERSHIP SKILLS, STRATEGIES, AND INNOVATIVE SOLUTIONS TO HELP POWER THEIR ORGANIZATIONS AND STAFF MEMBERS TO DELIVER SUCCESS TO THEIR RESIDENTS DURING UNPRECEDENTED TIMES. IN ADDITION TO THE NEW VIRTUAL FORMAT, REGISTRANTS WERE ABLE TO PURCHASE A REGISTRATION TICKET FOR THEIR HOME REGION AND ATTEND ALL SIX REGIONAL OFFERINGS FOR A SINGLE REGISTRATION FEE.ICMA INTRODUCED THE SHELEADSGOV VIRTUAL FORUM, A UNIQUE PROFESSIONAL DEVELOPMENT OPPORTUNITY TO MAINTAIN PERSONAL AND PROFESSIONAL GOALS IN 2021. CREATED BY ICMA AND THE LEAGUE OF WOMEN IN GOVERNMENT, AND SPONSORED BY ICMA STRATEGIC PARTNER CIGNA, THE DAY WAS DESIGNED TO INSPIRE ALL LOCAL GOVERNMENT PROFESSIONALS TO STRENGTHEN THEIR RESILIENCY AMID THE CHANGING AND CHALLENGING PANDEMIC, SOCIAL JUSTICE CONCERNS, AND TIMES OF CIVIC UNREST.IN ADDITION, ICMA LAUNCHED THE INAUGURAL EQUITY SUMMIT, "MOVING THE NEEDLE: ADVANCING RACIAL EQUITY IN LOCAL GOVERNMENT," A VIRTUAL LEARNING EVENT AND A GATHERING OF DIVERSITY, EQUITY, AND INCLUSION OFFICERS (AND THOSE DOING THE WORK WITHOUT THE TITLE), AS WELL AS OTHER LOCAL GOVERNMENT PROFESSIONALS INTERESTED IN IDEAS AND INSTITUTIONS TO DEEPEN STRATEGIES, SHAPE ACTIONS, AND CREATE SOLUTIONS. 2830149 6034228 MEMBERSHIP:- ATTRACTING AND RETAINING MEMBERS REMAINS A CORE PRIORITY FOR ICMA. THE PANDEMIC PLACED A PAUSE ON RECRUITMENT CAMPAIGNS WITH AFFILIATE PARTNERS AT BEGINNING OF FY21. EFFORTS FOCUSED ON RECRUITING THE NON-MEMBER PARTICIPANTS WHO ATTENDED THE COVID-19 AND RACIAL EQUITY AND SOCIAL JUSTICE (RESJ) WEBINARS ALONG WITH THE ICMA VIRTUAL ANNUAL CONFERENCE. FORMAL JOINT RECRUITMENT CAMPAIGNS WITH AFFILIATE STATE ASSOCIATIONS RESUMED. WE CONDUCTED CAMPAIGNS IN FLORIDA, OHIO, COLORADO, AND IOWA. WE ARE STARTED WORK ON A MEMBERSHIP CAMPAIGN WITH LOCAL GOVERNMENT HISPANIC NETWORK (LGHN) AND THE CENTER FOR PUBLIC SAFETY EXCELLENCE PLANNED TO LAUNCH IN FALL 2021. IN ALL, WE ADDED 1930 NEW MEMBERS IN FY21 INCLUDING 372 NEW FULL MEMBERS, 252 DEPARTMENT DIRECTORS AFFILIATE MEMBERS, AND 347 ENTRY- TO MID-LEVEL AFFILIATE MEMBERS. - KEY TO OUR EFFORTS TO RETAIN NEW MEMBERS, THE ICMA WELCOME AMBASSADORS CONTINUE THEIR PERSONAL OUTREACH. TO CELEBRATE THE COMMITTEE'S 10-YEAR ANNIVERSARY, CURRENT AND FORMER WELCOME AMBASSADORS CONTRIBUTED CONTENT TO PM HIGHLIGHTING THE IMPORTANCE OF MAKING PEER CONNECTIONS, SHARING PERSONAL STORIES OF OUTREACH, AND ENCOURAGING MEMBERS TO SERVE ON A COMMITTEE. AMBASSADORS WILL CONTINUE SUBMITTING ARTICLES THROUGHOUT 2021.- THE NET RESULT OF RECRUITMENT EFFORTS OFFSET BY SIGNIFICANT REDUCTION IN RETENTION RATES PRODUCED A YEAR OF OVERALL MEMBERSHIP DECLINE. WE BEGAN THE YEAR WITH 13,006 MEMBERS AND ENDED WITH 12,024, A DECLINE OF 8%. - SUPPORTING MEMBERS DURING THE UNPRECEDENTED CHALLENGES OF MANAGING LOCAL GOVERNMENTS IN A PANDEMIC WAS A CRITICAL FOCUS OF OUR EFFORTS IN FY 2021. FOR THE 187 MANAGERS AND ASSISTANTS WHO WERE IN TRANSITION, WE EXPANDED THE CONTENT AND CONNECTION EVENTS TO A MONTHLY SCHEDULE USING ZOOM. MEMBERS OF THE MIT TASK FORCE CONTRIBUTED A SESSION "IT COULD HAPPEN TO YOU AND IT HAS HAPPENED TO YOUR COLLEAGUE" AT THE REGIONAL CONFERENCES. THE MIT TASK FORCE CONTINUES THEIR WORK TO DELIVER UPDATED CONTENT AND A FINAL REPORT WITH RECOMMENDATIONS BY SEPTEMBER. BECAUSE AFFILIATE MEMBERS ARE NOT ELIGIBLE FOR THE MIT PROGRAM SERVICES, WE CREATED AND LAUNCHED THE AFFILIATE MEMBER ASSISTANCE PROGRAM (AMAP) IN OCTOBER 2020. MODELED ON THE MIT PROGRAM, IT PROVIDES A DUES WAIVER AND BENEFITS FOR AFFILIATE MEMBERS WHO EXPERIENCE A JOB LOSS CAUSED BY ECONOMIC FORCES. FORTUNATELY, ONLY A HANDFUL OF MEMBERS SIGNED UP FOR THE PROGRAM. UNLIKE THE JOB LOSS EXPERIENCED BY THIS GROUP DURING THE RECESSION, THE CRISIS PRODUCED BY THE PANDEMIC HAS NOT RESULTED IN WIDESPREAD JOB LOSS. LASTLY, THE SENIOR ADVISORS WERE INVALUABLE AS THEY PROVIDED ONGOING SUPPORT TO FIRST TIME ADMINISTRATORS, MEMBERS IN TRANSITION, AND PROFESSIONALS SEEKING ADVICE. BASED IN 29 STATES, THE 114 ADVISORS ARE AVAILABLE TO 88% OF THE MEMBERS IN SERVICE. PRELIMINARY RESEARCH WAS STARTED TO OFFER AN EXECUTIVE ASSISTANCE PROGRAM FOR MANAGERS TO PROVIDE ADDITIONAL MENTAL HEALTH SUPPORT. THIS IS FUNDED IN THE FY22 BUDGET. - ICMA'S COACHING PROGRAM EXPANDED TO OFFER 243 COACHES TO MEMBERS VIA OUR COACHCONNECT PLATFORM. ABOUT 500 MEMBERS REACHED OUT TO COACHES TO SCHEDULE A SESSION. AS OF JUNE 2021, THERE HAVE BEEN A TOTAL OF 248 COACHING SESSIONS COMPLETED. INDIVIDUAL COACHING WAS SUPPLEMENTED WITH THE 6 COMPLIMENTARY COACHING WEBINARS OFFERED BY PRACTITIONERS ON A VARIETY OF TOPICS SELECTED IN COLLABORATION WITH OUR COACHING PARTNERS. - EFFORTS TO ASSIST INDIVIDUALS TO ENTER THE PROFESSION AT ALL LEVELS AND CAREER STAGES WERE ROBUST. ICMA EXPANDED ITS NUMBER OF STUDENT CHAPTERS FROM 112 TO 130 CHAPTERS. IN MAY, ICMA AWARDED 65 GRADUATE STUDENTS THE LOCAL GOVERNMENT EARLY CAREER SERVICE CERTIFICATE, RECOGNIZING GRADUATING STUDENTS IN GOOD ACADEMIC STANDING WHO HAVE COMPLETED OR ARE IN THE PROCESS OF COMPLETING A MAJOR SERVICE PROJECT FOR A LOCAL GOVERNMENT ORGANIZATION. THE LOCAL GOVERNMENT MANAGEMENT FELLOWSHIP ATTRACTED 111 APPLICANTS LOOKING FOR THEIR FIRST PROFESSIONAL POSITION IN LOCAL GOVERNMENT. IN A COMPETITIVE FIELD, ONLY 56 WERE SELECTED AS FINALIST. AS OF JUNE 2021, WE HAVE 27 NEW AND RETURNING HOSTS SIGNED UP TO HOST 35 FELLOWS. THE SECOND VETERANS LOCAL GOVERNMENT MANAGEMENT COHORT FOR THE YEAR ENDED WITH 7 OUT OF 21 FELLOWS BEING HIRED INTO A LOCAL GOVERNMENT POSITION. THE NEXT COHORT WILL LAUNCH IN SEPTEMBER WITH AN ADDITIONAL 22 FELLOWS PARTICIPATING. SINCE ITS INCEPTION, THE PROGRAM HAS SERVED 149 TRANSITIONING VETERANS EXPLORING LOCAL GOVERNMENT AS AN ENCORE CAREER. - ETHICS OFFERINGS WERE TAILORED TO ADDRESS THE UNIQUE ISSUES PRESENTED IN FY21. NAVIGATING COMPLEX AND POLARIZING ISSUES REMAINS A SIGNIFICANT CONCERN FOR MEMBERS. THE SESSION "POLITICAL NEUTRALITY IN A PARTISAN WORLD" WAS OFFERED AT UNITE WITH A COMPANION PIECE IN THE APRIL PM "BEING POLITICALLY NEUTRAL IN A PARTISAN WORLD". A SESSION FOR THE EQUITY SUMMIT FOCUSED ON THE PROFESSION'S COMMITMENT TO ADVANCING RACIAL EQUITY. STAFF PROVIDED FEE-BASED TRAINING TO THE WORKFORCE FOR THE CITY OF PORT ST. LUCIE, FLORIDA, CONDUCTED ZOOM SESSIONS FOR OUR WISCONSIN AND ILLINOIS STATE ASSOCIATIONS, AND DID FOURTEEN BRIEFINGS FOR STATE ASSOCIATION EXECUTIVE BOARDS ON THEIR ROLE IN THE ETHICS REVIEW PROCESS. THE COMMITTEE ON PROFESSIONAL CONDUCT REVIEWED 34 ETHICS COMPLAINTS THAT RESULTED IN 20 MEMBERS BEING SANCTIONED FOR CONDUCT THAT VIOLATED THE CODE. STAFF RESPONDED TO OVER 200 REQUESTS TO PROVIDE CONFIDENTIAL ETHICS ADVICE. - NOMINATIONS FOR 2021 LOCAL GOVERNMENT EXCELLENCE AWARDS OPENED IN JANUARY, AND DESPITE THE MANY COVID RELATED CHALLENGES ENDURED BY LOCAL GOVERNMENTS ACROSS THE GLOBE, WE RECEIVED AN EXTRAORDINARY RESPONSE WITH 150 NOMINATIONS. - IN FEBRUARY 2021, ICMA AND CIVICPRIDE ENTERED INTO A NEW AFFILIATION AGREEMENT AND ARE WORKING TOGETHER TO IMPLEMENT A WORKPLAN. FOLLOWING APPROVAL BY THE BOARD AT ITS DECEMBER 2020 MEETING, ICMA HAS INITIATED DISCUSSIONS REGARDING AN AFFILIATION AGREEMENT WITH I-NAPA.- ON INTERNATIONAL WOMEN'S DAY (MARCH 8), ICMA AND THE LEAGUE OF WOMEN IN GOVERNMENT HOSTED THE SHELEADSGOV VIRTUAL FORUM ON MAINTAINING MOMENTUM: ACHIEVING SUCCESS THROUGH RESILIENCY WHERE MORE THAN 450 WOMEN AND MEN ATTENDED THE DAY OF INSPIRATION FILLED WITH THOUGHT-PROVOKING AND MOTIVATIONAL SPEAKERS AND PANELISTS. RELAUNCHED ICMA'S SHELEADSGOV SITE AS THE PRINCIPAL NETWORK AND RESOURCE FOR WOMEN IN LOCAL GOVERNMENT AND UPGRADED WLG CHAPTER SITES TO PROVIDE ENHANCED INFORMATION AND RESOURCE SHARING.- THE INAUGURAL ICMA EQUITY SUMMIT, MOVING THE NEEDLE: ADVANCING RACIAL EQUITY IN LOCAL GOVERNMENT WAS HELD VIRTUALLY ON JUNE 10-11, 2021. ATTENDEES PARTICIPATED AND 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. ATTRACTED OVER 550 PARTICIPANTS FROM 39 U.S. STATES AND CANADA, INCLUDING 462 PAID REGISTRANTS: 238 PAID NONMEMBER REGISTRANTS; AND 92 COMPLIMENTARY ATTENDEES. 275 UNIQUE ORGANIZATIONS WERE REPRESENTED, INCLUDING 230 UNIQUE LOCAL GOVERNMENTS. 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. GENERATED 50 APPLICATIONS FOR ICMA'S NEXT CHIEF EQUITY OFFICER COHORT. - ICMA, IN PARTNERSHIP WITH THE KETTERING FOUNDATION, CREATED THE INSTITUTE ON RACE, EQUITY, AND INCLUSION, TO ASSIST SENIOR LEADERS IN ACQUIRING THE SKILLS NEEDED TO ADVANCE PROGRESS IN THEIR COMMUNITIES.- ICMA ENGAGED WITH EFFORTS IN THE FOLLOWING LOCATIONS BY PROVIDING FUNDING AND/OR TECHNICAL ASSISTANCE TO ADVANCE PROFESSIONAL MANAGEMENT AND THE COUNCIL-MANAGER FORM OF GOVERNMENT: HARRIS COUNTY, TEXAS; BRIDGEWATER, MA; ELKINS, WV; BALTIMORE, MD; DEER PARK, OH; EAGLE LAKE, TX; GLOUCESTER, RI; SACRAMENTO, CA; SARATOGA SPRINGS, NY; AND SAN JOSE, CA. 2915486 69943 1932106 RESEARCH AND POLICY: ICMA CONTINUES TO BE SECOND ONLY TO THE FEDERAL GOVERNMENT IN THE COLLECTION AND ANALYSIS OF LOCAL GOVERNMENT RESEARCH. THE FOLLOWING PROJECTS HAVE BEEN COMPLETED OR STARTED DURING THE FY21 FISCAL YEAR: - PRODUCED ARTICLES, BLOGS, RESEARCH CONTENT, WEBINARS, ANNUAL CONFERENCE SESSIONS, AND OTHER TOOLS TO SUPPORT LOCAL GOVERNMENT LEADERS IN THEIR EFFORTS TO LEAD AND MANAGE THEIR COMMUNITIES DURING THE PANDEMIC.- FOLLOWING A YEAR OF RESEARCH AND OUTREACH FUNDED BY ARTPLACE AMERICA AND SUPPORTED BY CIVIC ARTS AND AN ADVISORY TEAM OF ICMA MEMBERS AND OTHER PRACTITIONERS, ICMA RELEASED PROBLEM SOLVING THROUGH ARTS AND CULTURAL STRATEGIES, A NEW GUIDE TO CREATIVE PLACEMAKING FOR LOCAL GOVERNMENT MANAGERS. THIS RESOURCE DEMONSTRATES HOW LEVERAGING THE ARTS, CULTURE, AND COMMUNITY ENGAGED STRATEGIES CAN LEAD TO INNOVATIVE, CREATIVE, AND MORE EQUITABLE SOLUTIONS TO CHALLENGES FACING COMMUNITIES.- WORKED WITH COLLEAGUES IN THE BIG 7 ORGANIZATIONS ON LEGISLATIVE AND JUDICIAL ISSUES INCLUDING THE AMERICAN RESCUE PLAN ACT (ARPA) AND DEVELOPED A RESOURCE PAGE FOR MEMBERS ON ARPA AS WELL AS DEVELOPED ADDITIONAL WEBINARS, CONVERSATIONS, AND CONTENT FOR MEMBERS ON THE TOPIC. OUR WEBINAR ON THE AMERICAN RESCUE PLAN ATTRACTED MORE THAN 900 ATTENDEES.- CONDUCTED A NATIONAL SURVEY ON LOCAL GOVERNMENT MANAGEMENT AND THE IMPACTS OF THE ONGOING PANDEMIC.- WITH SUPPORT FROM THE IBM CENTER FOR THE BUSINESS OF GOVERNMENT, ICMA PUBLISHED A CHAPTER IN THEIR COMPILATION COVID-19 AND ITS IMPACT: SEVEN ESSAYS ON REFRAMING GOVERNMENT MANAGEMENT AND OPERATIONS.- CONDUCTED A NATIONAL SURVEY ON THE WAYS IN WHICH SERVICE DELIVERY MODELS MAY BE CHANGING AS A RESULT OF THE PANDEMIC, INCLUDING LOCAL GOVERNMENT INTEREST IN OUTSOURCING, SHARED SERVICES, AND OTHER ALTERNATIVE STRATEGIES.- CONTINUED WORKING ON A NEW PROJECT ON THE PIONEERING FIRST AFRICAN AMERICAN CITY AND COUNTY MANAGERS THAT WERE HIRED IN THE LATE 1960S AND EARLY 1970S.- RELEASED GOVERNING FOR EQUITY, AUTHORED BY ICMA RESEARCH FELLOW BENOY JACOB, PH.D. THIS REPORT EXAMINES HOW AMERICAN LOCAL GOVERNMENTS ARE ACTIVELY ADDRESSING SOCIAL AND RACIAL INEQUITY IN THEIR COMMUNITIES. IN PARTICULAR, IT CONSIDERS THE CHALLENGES AND OPPORTUNITIES FACED BY PUBLIC ADMINISTRATORS WHEN ADOPTING AN EQUITY LENS IN THEIR DAY-TO-DAY OPERATIONS.- RELEASED REVITALIZING FIRST SUBURBS: A MANAGER'S MANUAL, AUTHORED BY ICMA RESEARCH FELLOW TOM CARROLL, CM. THIS REPORT INTRODUCES THE CHALLENGES FACED BY FIRST SUBURBS, PROVIDES TOOLS TO ASSESS THE STATE OF A COMMUNITY, AND OFFERS STRATEGIES FOR LOCAL GOVERNMENT MANAGERS TO ADDRESS THESE CHALLENGES IN THEIR OWN COMMUNITY.- IN COLLABORATION WITH THE CENTER FOR PUBLIC SAFETY EXCELLENCE, PUBLISHED A WHITE PAPER ON 21ST CENTURY FIRE AND EMERGENCY SERVICES, WHICH OUTLINES EIGHT EMERGING ISSUES THAT WILL IMPACT LOCAL GOVERNMENT AND THE FIRE AND EMERGENCY SERVICES OVER THE NEXT SEVERAL DECADES. - PUBLISHED AN EIGHTH EDITION OF LOCAL GOVERNMENT REVIEW, A RESEARCH-BASED SUPPLEMENT TO PM MAGAZINE. OUTREACHTO ACHIEVE OUR GOALS OF ENSURING FUTURE-READY LEADERS AND POSITIONING ICMA AS THOUGHT LEADERS, 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 26% FOR THE MEMBER EDITION AND 9% FOR THE NONMEMBER EDITION AND AVERAGE CLICK-THROUGH RATES OF 34% FOR THE MEMBER EDITION AND 11.8% FOR THE NONMEMBER EDITION. TOTAL NUMBER OF SUBSCRIBERS IS 24,660.- PUBLISHED 12 ISSUES OF THE PM MAGAZINE MONTHLY E-NEWSLETTER WITH OVER 8,500 SUBSCRIBERS, WITH AN OPEN RATE OF 24% AND A CLICK-THROUGH RATE OF 12%.- HAD 500 MEDIA PLACEMENTS, IN WHICH ICMA WAS EITHER THE MAIN FOCUS OF THE ARTICLE OR HAD A QUOTE OR MENTION RESULTING IN 1.12 BILLION IMPRESSIONS. - THE ICMA WEBSITE HAD OVER 5.8 MILLION PAGEVIEWS AND 1M VISITORS, WITH 31% VIA MOBILE/TABLET.- SOCIAL MEDIA AUDIENCE GREW TO 82,976 WITH 66,800 ENGAGEMENTS AND 91,199 REFERRALS TO ICMA.ORG.- ICMA'S MEDIA OUTREACH EFFORTS HAVE RESULTED IN SUCCESSFUL COVERAGE, INCLUDING COMMENTARY FROM ICMA ON PANDEMIC RELIEF AND THE RECOVERY OF OUR COMMUNITIES, COMMENTARY IN THE PORTLAND PRESS HERALD FROM MARC OTT ON THE TOPIC OF SOCIAL JUSTICE, AND THE TOPIC OF COUNCIL-MANAGER FORM OF GOVERNMENT. - THE ICMA BLOG RECEIVED 199,103 PAGE VIEWS. BLOG POSTS FOCUSED ON THE FOLLOWING CORE CONTENT PRIORITY AREAS: CRISIS MANAGEMENT, ETHICS, INNOVATION, MANAGEMENT, AND LEADERSHIP, WHILE ALSO DISTRIBUTING CONTENT AROUND THE CORONAVIRUS PANDEMIC AND 10 OTHER IDENTIFIED PRIORITY TOPICS.- THE ICMA CONNECT COMMUNITY HAD 20,766 TOTAL LOGINS, 1,543 TOTAL DISCUSSION POSTS, AND 361 NEW THREADS. 2915486 69943 1932106 16052068 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 1 0 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 86 0 1 106 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 NO 500 WASHINGTON DC 200024201 JAMES J MALLOY PRESIDENT 5.00 X X 0 0 0 TROY S BROWN PRESIDENT-ELECT 5.00 X X 0 0 0 JANE S BRAUTIGAM PAST PRESIDENT 5.00 X X 0 0 0 CHRIS MACPHERSON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 CLINT P GRIDLEY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MOLLY MEHNER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 VICTOR CARDENAS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MICHAEL S LAND REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 RAYMOND GONZALES REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 DIANE STODDARD REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 ROBERT KRISTOF REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 CHRISTOPHER T COLEMAN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 TERESA A TIEMAN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 WILLIAM J FRASER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 LAURA A FITZPATRICK REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MICHAEL A KAIGLER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 NATHANIEL W PAGAN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 EDWARD K SHIKADA REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 PETER TROEDSSON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 ROXANNE MURPHY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 STEPHEN PARRY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MARC OTT CEO/EXECUTIVE DIRECTOR 37.50 2.00 X 496984 0 55113 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 37.50 X 223628 0 45672 MARTHA PEREGO DIRECTOR, MEMBER SERVICES & ETHICS 37.50 X 192324 0 30164 TAD MCGALLIARD DIRECTOR, RESEARCH AND TECH. ASST 37.50 X 174239 0 39944 PRISCILLA WILSON CHIEF PEOPLE OFFICER 37.50 X 208092 0 15291 JEREMY FIGOTEN DIRECTOR, CONFERENCES & EVENTS 37.50 X 178264 0 10518 BRIAN MATIBAG DEPUTY CHIEF OF PARTY 40.00 X 167923 0 7647 ISABELLE BULLY-OMICTIN DIRECTOR, FUNDED PROGRAMS 37.50 X 158825 0 36974 JOHN COOK DIRECTOR, TECHNOLOGY OPERATIONS 37.50 X 148008 0 29716 1948287 0 271039 34 0 1 0 ENCORE GROUP 23918 NETWORK PLACE CHICAGO IL 606731239 AUDIOVISUAL EQUIP. & EVENTS TECHNOLOGY 622622 ONE WORLD COLLABORATIVE 1231 W 45TH STREET LOS ANGELES CA 90037 ADMIN. & SUPPORT SERVICES 146100 HBP-CHARTER INC 952 FREDERICK STREET HAGERSTOWN MD 21740 PRINTING AND PRODUCTION SERVICES 137615 NANCY SCHELHORN BENNETT 8429 LINK HILLS LOOP GAINSVILLE VA 20155 EVENTS MGMT, ADMIN., & LOGISTICAL SCVS 135231 FUSIONSPAN LLC 12300 TWINBROOK PKWY STE 440 ROCKVILLE MD 20852 CRM SOFTWARE SOLUTIONS 121735 9 1084500 10511621 855115 12451236 MEMBERSHIP DUES 900099 6034228 6034228 PROFESSIONAL DEVELOPMENT 900099 1274600 1274600 RESEARCH/INFORMATION 900099 966734 966734 MEMBER SERVICES 900099 759643 759643 ADVERTISING 900099 205729 205729 185823 185823 9426757 567250 567250 2759202 2759202 181883 672434 -490551 -490551 -490551 1884340 1609615 46322 274725 -46322 228403 228403 OTHER REVENUE 900099 132034 132034 132034 25074331 9221028 205729 3196338 1116278 1116278 28950 28950 826171 826171 1283741 394480 855041 34220 7264459 5127242 1894035 243182 540959 325701 197453 17805 2516899 1497078 935096 84725 746919 418539 304196 24184 94782 94782 65770 65770 103260 103260 42775 42775 32530 32530 2137376 1692162 445214 1343 1343 607702 470253 135498 1951 357274 38935 318339 26331 26331 1135580 751010 346960 37610 79179 41801 27999 9379 851164 816926 34238 213 213 595946 21838 574108 100792 2564 98228 UBIT RELATED TAXES 22096 22096 FIELD OFFICE EXPENSES 2270062 2270062 CREDIT CARD FEES 140429 140429 DUES, SUBS. & LICENSES 103502 71704 30665 1133 44991 9440 29890 5661 23137473 16052068 6582780 502625 X 500 327 12077008 15447150 2533798 1952430 1128000 1059577 752208 541863 4548969 2847288 2108014 1701681 5217246 6073360 23816774 26776388 3224504 3077684 3073288 4016838 1842900 1902300 20465 91427 8161157 9088249 X 12417530 14186149 3238087 3501990 15655617 17688139 23816774 26776388 1936858 95664 0 X 0 1 X 1 1 1 X 20001765 13594125 10884722 13900469 12451236 70832317 11540977 12088914 11954441 12974919 9221028 57780279 31542742 25683039 22839163 26875388 21672264 128612596 8448 5524 5655 5220 5580 30427 0 8448 5524 5655 5220 5580 30427 128582169 3505888 4428645 4450209 3846838 3508335 19739915 3505888 4428645 4450209 3846838 3508335 19739915 77507 82845 80734 72338 60513 373937 133380 132166 132212 132657 132034 662449 35259517 30326695 27502318 30927221 25373146 149388897 0.86070 0.87710 0.13210 0.11600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 279306 289306 22838240 23127546 1000000 250000 0 0 1000000 1000000 1500000 289306 289306 250000 250000 375000 10000 10000 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 2021, ICMA USED AVAILABLE STATISTICS, RESEARCH, AND DATA TO DEVELOP A NUMBER OF OPINION PIECES AND EDITORIALS 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: SAN JOSE, CA; MILFORD, DE; GLOUCESTER, RI; BALTIMORE, MD; DEER PARK, OH; SACRAMENTO, CA; SARATOGA SPRINGS, NY; EAGLE LAKE, TX; ELKINS, WV; AUSTIN, TX; BRIDGEWATER, MA; AND HARRIS COUNTY, TX. THE DIRECTOR OF ADVOCACY HAS SERVED AS A SPOKESPERSON FOR MEDIA REQUESTS SEEKING COMMENT ON PROFESSIONAL MANAGEMENT PRACTICES AND CREATED CONTENT INCLUDING BLOG POSTS, ARTICLES, AND SOCIAL MEDIA POSTS TO PROMOTE THE VALUE OF PROFESSIONAL MANAGEMENT. ICMA'S EXECUTIVE DIRECTOR ALSO USES HIS PLATFORM AS PART OF THE BIG SEVEN STATE AND LOCAL GOVERNMENT ORGANIZATIONS AS WELL AS SPEAKING ENGAGEMENTS TO ADVOCATE FOR THE IMPORTANCE OF PROFESSIONAL MANAGEMENT AROUND THE WORLD. THE ICMA CEO/EXECUTIVE DIRECTOR ALONG WITH THE ICMA CHIEF OF STAFF ALSO HELPED TO COORDINATE EFFORTS TO DEFEND THE COUNCIL MANAGER FORM OF GOVERNMENT IN AUSTIN, TX AS BOTH HAVE STRONG TIES TO THE COMMUNITY IN AS FORMER CITY MANAGER AND ASSISTANT CITY MANAGER OF AUSTIN RESPECTIVELY. IN ADDITION TO SUPPORTING COMMUNITIES SEEKING INFORMATION ABOUT VARIOUS FORMS OF GOVERNMENT, ICMA PROVIDES RESOURCES AND GUIDANCE TO STATE ASSOCIATIONS, LOCAL COMMUNITY GROUPS, AND LOCAL GOVERNMENT ORGANIZATIONS. ICMA PRODUCED A REVIEW OF THE AUSTIN, TX CAMPAIGN TO PROVIDE A CASE STUDY ANALSYSIS OF ADDRESSING LOCALIZED FORM OF GOVERNMENT CHALLENGES. STAFF MET WITH COMMUNITY ORGANIZERS TO PROVIDE TECHNICAL GUIDANCE AND EXPERT TESTIMONY ON THE VALUE OF PROFESSIONAL MANAGEMENT INCLUDING MEETINGS WITH NEW YORK STATE CITY/COUNTY MANAGEMENT ASSOCIATION (NYCMA); TEXAS CITY MANAGERS ASSOCIATION (TCMA); AND THE NATIONAL CIVIC LEAGUE. 218789 132456 86333 4255668 2649691 1605977 74512 65141 9371 1701681 SUBTENANT DEPOSITS 6799 REFUNDABLE ADVANCES 84628 91427 X 25996553 95664 140332 718756 954752 25041801 32530 32530 25074331 23964031 140332 718756 859088 23104943 32530 32530 23137473 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2021, 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 672,434. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 6B. DISPOSAL OF ASSETS REPORTED AS EXPENSE ON THE FINANCIAL 46,322. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 7B. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 672,434. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 6B. DISPOSAL OF ASSETS REPORTED AS EXPENSE ON THE FINANCIAL 46,322. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 7B. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 6 PROGRAM SERVICES MUNICIPAL GOVERNANCE 98640 EAST ASIA AND THE PACIFIC 1 106 PROGRAM SERVICES MUNICIPAL GOVERNANCE 5624017 SOUTH ASIA 1 9 PROGRAM SERVICES MUNICIPAL GOVERNANCE 788049 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES MUNICIPAL GOVERNANCE 23995 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 73445 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 257449 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 442025 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 53251 2 123 0 0 2 123 7360871 0 7360871 CENTRAL AMERICA AND THE CARIBBEAN STRENGTHENING GOVERNMENT THROUGH CIVIL SOCIETY ENGAGEMENT (CARSI) PROGRAM 73445 WIRE TRANSFER SOUTH ASIA PREVENTING TERRORISM THROUGH COMMUNITY-BASED INTERVENTIONS PROGRAM (PTCBI) 131750 WIRE TRANSFER SOUTH ASIA PREVENTING TERRORISM THROUGH COMMUNITY-BASED INTERVENTIONS PROGRAM (PTCBI) 89077 WIRE TRANSFER SOUTH ASIA PREVENTING TERRORISM THROUGH COMMUNITY-BASED INTERVENTIONS PROGRAM (PTCBI) 36621 WIRE TRANSFER EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM 11215 WIRE TRANSFER EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM 19076 WIRE TRANSFER EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM 14426 WIRE TRANSFER EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM 36371 WIRE TRANSFER EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM 77358 WIRE TRANSFER EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM 168559 WIRE TRANSFER EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM 5173 WIRE TRANSFER EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM 109848 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) ICMA EUROPE GRANT 53251 WIRE TRANSFER 1 12 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 PROJECT OPERATIONS AND FINANCE MANAGER. 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 ARCHIL ZHORZHOLIANI 55 SAIRME STREET APT 125 TBILISI GG 0194 PROPOSAL DEVELOPMENT 0 0 6750 -6750 JOANNE R POTTER 405 EAST WINDSOR AVE ALEXANDRIA VA 22301 PROPOSAL DEVELOPMENT 0 0 13600 -13600 JOAQUIN L GONZALEZ 766 GREAT HIGHWAY 1 SAN FRANCISCO CA 94121 PROPOSAL DEVELOPMENT 0 0 22425 -22425 42775 -42775 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 WSP USA SOLUTIONS INC ONE PENN PLAZA 2ND FLOOR 250 W 34TH STREET NEW YORK NY 10119 133622704 OTHER 803475 STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM & CONSTRUCTION OF TRADING CENTERS IN MARAWI PROGRAMS. AMERICAN PLANNING ASSOCIATION 205 N MICHIGAN AVE STE 1200 CHICAGO IL 606013009 521134021 501(C)(3) 105991 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. NEIGHBORHOODS AGAINST STRONG MAYOR 7809 WALERGA ROAD SUITE 112-1121 ANTELOPE CA 95843 OTHER 45000 GRANT TO SUPPORT CAMPAIGN AGAINST STRONG MAYOR FORM OF GOVERNMENT. INTERNATIONAL ECONOMIC DEVELOPMENT COUNCIL 734 15TH STREET NW SUITE 900 WASHINGTON DC 20005 520887806 OTHER 31634 IMPLEMENTATION OF THE HOMELAND SECURITY NATIONAL TRAINING PROGRAM (HSNTP) HOME INNOVATION RESEARCH 400 PRINCE GEORGES BLVD UPPPER MARLBORO MD 20774 520809020 C-CORP 26022 IMPROVE THE QUALITY, DURABILITY, AFFORDABILITY, AND ENVIRONMENTAL PERFORMANCE OF HOMES AND HOME BUILDING PRODUCTS. NATIONAL CIVIC LEAGUE 1889 YORK STREET DENVER CO 80206 841255845 501(C)(3) 21282 ADVANCE CIVIC ENGAGEMENT TO CREATE EQUITABLE, THRIVING COMMUNITIES. THE CADMUS GROUP LLC 100 5TH AVENUE SUITE 100 WALTHAM MA 02451 042793755 OTHER 15772 FROM ENERGY, WATER, AND TRANSPORTATION TO SAFETY, SECURITY, AND RESILIENCE TOGETHER, STRENGTHENING SOCIETY AND THE NATURAL WORLD. THE SOLAR FOUNDATION 1717 PENNSYLVANIA AVE NW WASHINGTON DC 20006 521089260 OTHER 15658 SOLARSMART AMERICA CITIES PROGRAM CITY OF RIO HONDO 121 N ARROYO BLVD RIO HONDO TX 78583 746001980 GOVERNMENT 15000 DIGITAL INCLUSION AWARD TO SUPPORT SMALL TOWN AND RURAL COMMUNITY INCREASED BROADBAND INTERNET ACCESS IN THEIR COMMUNITY. IT'S TIME SARATOGA 86 LINCOLN AVE SARATOGA SPRINGS NY 12866 821438921 OTHER 14943 GRANT TO SUPPORT MAINTAINING A STRONG PUBLIC OPPOSITION CAMPAIGN TO SUPPORT A STRONG MAYOR FORM OF GOVERNMENT. THE SCIENCE OF PCVE LLC 2404 ALEXANDER CIR NE ATLANTA GA 303261262 850521103 C-CORP 10000 GRANT TO SUPPORT THE DEVELOPMENT OF COMMUNITY-BASED EARLY INTERVENTION MODELS WITH DOCUMENTED CASES OF TERRORIST RECRUITMENT AND RADICALIZATION. THE STATE AND LOCAL LEGAL CENTER 444 NORTH CAPITOL ST NW 515 WASHINGTON DC 20001 310868827 501(C)(3) 10000 SUPPORT OF ORGANIZATION THAT FILES AMICUS BRIEFS ON BEHALF OF STATE AND LOCAL GOVERNMENTS. 4 8 ANNUAL CONFERENCE AND REGIONAL SUMMITS 7 7700 JUDY KELSEY SCHOLARSHIP FUND 2 10000 HANSELL AWARD 1 5000 KEANE AWARD 1 5000 TRANTER-LEONG SCHOLARSHIP FUND 1 1250 PART I, LINE 2: THE ASSOCIATION PROVIDES A VARIETY OF SCHOLARSHIPS TO ASSIST 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 462608 0 750 0 33626 0 35198 0 19915 0 552097 0 0 0 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 213575 0 9750 0 303 0 25074 0 20598 0 269300 0 0 0 PRISCILLA WILSON CHIEF PEOPLE OFFICER 176172 0 4850 0 27070 0 13746 0 1545 0 223383 0 0 0 MARTHA PEREGO DIRECTOR, MEMBER SERVICES & ETHICS 183281 0 8750 0 293 0 21638 0 8526 0 222488 0 0 0 TAD MCGALLIARD DIRECTOR, RESEARCH AND TECH. ASST 165528 0 8250 0 461 0 19730 0 20214 0 214183 0 0 0 ISABELLE BULLY-OMICTIN DIRECTOR, FUNDED PROGRAMS 152525 0 6300 0 0 0 17219 0 19755 0 195799 0 0 0 JEREMY FIGOTEN DIRECTOR, CONFERENCES & EVENTS 169715 0 8250 0 299 0 9135 0 1383 0 188782 0 0 0 JOHN COOK DIRECTOR, TECHNOLOGY OPERATIONS 141758 0 6250 0 0 0 15030 0 14686 0 177724 0 0 0 BRIAN MATIBAG DEPUTY CHIEF OF PARTY 163003 0 4920 0 0 0 7647 0 0 0 175570 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 III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS - CONTINUATION - ICMA INITIATED A REVIEW OF THE MEMBER DUES STRUCTURE. THE PROJECT IS ON TARGET TO DELIVER RECOMMENDATIONS IN THE FALL OF 2021 REGARDING A PROPOSED MEMBERSHIP AND DUES STRUCTURE. MEMBERS, NON-MEMBERS AND LAPSED MEMBERS WERE GIVEN THE OPPORTUNITY TO RESPOND TO A SURVEY TO GATHER INFORMATION ON THE VALUE PROPOSITION, OPTIONS FOR STRUCTURING DIFFERENT MEMBERSHIP MODELS, AND TO TEST CRITICAL ISSUES AROUND PRICE POINT. THERE WERE ALSO QUESTIONS THAT ALLOWED ICMA TO BENCHMARK AGAINST OTHER MEMBERSHIP ASSOCIATIONS BASED ON DATA THE CONSULTANT, MCKINLEY ADVISORS, HAS ACCUMULATED IN THEIR WORK. 18% OF CURRENT MEMBERS RESPONDED FOR AN OVERALL RESPONSE RATE OF 9% WHICH MEETS THE REQUIRED STATISTICAL THRESHOLD. OVERALL, RESPONDENTS HAVE GENERALLY POSITIVE PERCEPTIONS OF ICMA - WITH AGREEMENT THAT ICMA PROVIDES VALUABLE OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND NETWORKING. SUPERIOR ICMA EVENTS AND TRAININGS WERE ALSO MENTIONED. MOST RESPONDENTS (85%) ARE SATISFIED WITH THEIR ICMA MEMBERSHIP (ONLY 6% WERE DISSATISFIED). MEMBERS ACROSS TENURE, MEMBER TYPE, REGION, AND COMMUNITY EXPRESSED HIGH SATISFACTION ACROSS THE BOARD. HOWEVER, COST OF MEMBERSHIP AND OFFERINGS ARE A MAJOR BARRIER, ESPECIALLY FOR THOSE IN SMALLER COMMUNITIES OR THOSE THAT MAY BE FOLLOWING NON-TRADITIONAL CAREER PATHWAYS. - AT THE DIRECTION OF THE ICMA EXECUTIVE BOARD, A REVIEW OF THE CODE TO BETTER INTEGRATE THE PROFESSION'S ETHICAL COMMITMENT TO RACIAL JUSTICE AND EQUITY INTO THE VERY FIBER OF THE 12 TENETS OF OUR CODE WAS LAUNCHED. THIS WAS ONE OF THE SIX ACTION STEPS TAKEN BY THE BOARD IN JUNE 2020. THROUGH A COMPETITIVE PROCUREMENT PROCESS, ICMA HIRED THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL. THE UNC TEAM WILL PROVIDE RESEARCH AND TECHNICAL ASSISTANCE SUPPORT TO CONDUCT AN ENVIRONMENTAL SCAN TO LEARN HOW OTHER PROFESSIONAL ASSOCIATIONS ARE ADDRESSING EQUITY AND RACIAL JUSTICE IN THEIR CODES, LEAD MEMBER FOCUS GROUPS, AND DEVELOP A MEMBER SURVEY. THE FOCUS GROUPS, SCHEDULED FOR AUGUST, WILL HELP TO INFORM THE DESIGN OF A SURVEY TO MEMBERS GAUGING THEIR PERSPECTIVE ON WAYS TO STRENGTHEN THE CODE'S COMMITMENT TO EQUITY AND SOCIAL JUSTICE. BEYOND THESE STEPS, SESSIONS WILL BE PROVIDED AT THE PORTLAND CONFERENCE AND VIRTUALLY TO ENGAGE MEMBERS. WE ANTICIPATE CONTINUING THE MEMBER ENGAGEMENT PROCESS INTO 2022 AT AFFILIATE ASSOCIATION AND ICMA IN PERSON EVENTS. FINAL RECOMMENDATIONS ON PROPOSED CHANGES TO THE CODE SHOULD BE AVAILABLE BY THE FALL OF 2022. 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 HAVVE 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. THE DRAFT WAS DISCUSSED VIA CONFERENCE CALL OR AT THE BOARD MEETING. 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 DECEMBER 2020. 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 LAST COMPREHENSIVE COMPENSATION STUDY WAS CONDUCTED IN FY 2016, WITH SALARY AND GRADE ADJUSTMENTS MADE AS NECESSARY. ALL EMPLOYEE COMPENSATION COSTS ARE WITHIN THE FISCAL YEAR BUDGET APPROVED BY THE FULL 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. FORM 990, PART X, LINE 24: ON MARCH 16, 2021, THE ASSOCIATION RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $1,902,300 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE BEARS INTEREST AT A RATE OF 1.00% PER YEAR AND CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SEVEN MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART IF THE PROCEEDS ARE USED FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM. ICMA HAS MET THE CONDITIONS FOR FORGIVENESS OF THE LOAN AND OBTAINED FULL FORGIVENESS FOR THE ENTIRE LOAN AMOUNT AFTER THE END OF THE REPORTING PERIOD BUT PRIOR TO FILING OF THE IRS FORM 990. 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 2977748 9435487 0.33330 0 1 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 MISSIONSQUARE RETIREMENT A 2788640 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC F 340000 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC K 1787358 FMV ICMA EUROPE B 53251 FMV MISSIONSQUARE RETIREMENT C 1084500 FMV PART II, RELATED TAX-EXEMPT ORGANIZATION NAME CHANGE: AS A RESULT OF A REBRANDING EFFORT UNDERTAKEN IN FY 2021, THE INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION (ICMA-RC) HAS CHANGED ITS NAME AND IS NOW DOING BUSINESS AS MISSIONSQUARE RETIREMENT.