2021-05-03T12:29:42-05:00 2020-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-07-01 362167755 INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION INTE 2022894262 777 NORTH CAPITOL STREET NE NO WASHINGTON DC 200024201 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 2022894262 2021-05-03 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2019 2022-09-23 18:48:47Z MARC OTT 777 NORTH CAPITOL STREET NE NO 500 WASHINGTON DC 200024201 31125389 0 X WWW.ICMA.ORG X 1914 IL TO ADVANCE PROFESSIONAL LOCAL GOVERNMENT THROUGH LEADERSHIP, MANAGEMENT, INNOVATION, AND ETHICS. 21 21 123 861 195898 72338 10884722 13900469 12243080 13170817 834000 786561 2611290 2718782 26573092 30576629 863487 2323103 0 0 12472083 12413927 92436 102693 538319 13753978 14396632 27181984 29236355 -608892 1340274 22533614 23816774 8332431 8161157 14201183 15655617 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 11286121 2271403 900001 SERVICES TO LOCAL GOVERNMENTS: ICMA PROVIDES EXPERTISE ON FUNDAMENTAL AND LEADING LOCAL GOVERNMENT MANAGEMENT PRACTICES IN THE U.S. AND AROUND THE WORLD, INCLUDING, BUT NOT LIMITED TO, WORK FUNDED BY EXTERNAL PARTIES SUCH AS FEDERAL AGENCIES AND FOUNDATIONS. ICMA MEMBER EXPERTISE IS TAPPED FOR CITY-TO-CITY EXCHANGES THROUGHOUT THE WORLD AS WELL. KEY ACCOMPLISHMENTS INCLUDE: - HOSTED THE 18TH NATIONAL BROWNFIELDS TRAINING CONFERENCE, CO-SPONSORED BY THE U.S. ENVIRONMENTAL PROTECTION AGENCY AND ICMA, IN LOS ANGELES, CA, IN DECEMBER 2019. BROWNFIELDS 2019 FEATURED OVER 140 EDUCATIONAL SESSIONS, 250 SPEAKERS, AND MORE THAN 2,000 ATTENDEES; AND ADDRESSED TOPICS FROM EQUITABLE DEVELOPMENT, FINANCING, ENVIRONMENTAL LIABILITY, AND COMMUNITY ENGAGEMENT TO PUBLIC HEALTH, RENEWABLE ENERGY, AND WORKFORCE DEVELOPMENT AND JOB TRAINING. - 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. - WITH FUNDING FROM THE U.S. DEPARTMENT OF ENERGY (DOE), RECOGNIZED OVER 372 CITIES, COUNTIES AND TOWNS THAT HAVE OPTIMIZED PLANNING, ZONING, PERMITTING AND INSPECTION TO MAKE IT FASTER, EASIER, AND MORE AFFORDABLE FOR RESIDENTS AND BUSINESSES TO GO SOLAR. THE PROJECT EXCEEDED THE PROGRAM GOAL OF 300 DESIGNEES, FACILITATING SOLAR FOR OVER 91 MILLION INDIVIDUALS ACROSS THE U.S. - SUPPORTED 170 TEAMS THAT COMPETED TO WIN $1 MILLION IN PRIZES AS PART OF THE U.S. DOE-FUNDED SOLAR IN YOUR COMMUNITY PROGRAM SUPPORTING THE CREATION OF ACCESS TO SOLAR FOR LOW-AND MODERATE-INCOME COMMUNITIES. - DEVELOPED A MUNICIPAL CAPACITY MEASUREMENT TOOL FOR ECONOMIC DEVELOPMENT IN GUATEMALA TO MEASURE THE MUNICIPALITIES' ABILITY TO PROMOTE AND SUSTAIN ECONOMIC GROWTH AS PART OF A USAID-FUNDED INITIATIVE. - WITH STATE DEPARTMENT FUNDING, THROUGH THE COMMUNITY RESILIENCE INITIATIVE (CRI), DEVELOPED A MODEL FOR COMMUNITY INTERVENTION TO PROVIDE PEER-TO-PEER MENTORSHIP AND DELIVERY OF PSYCHOSOCIAL SERVICES TO VULNERABLE YOUTH IN TWO COMMUNITIES OF DHAKA, BANGLADESH.- DEPLOYED 1 PRO BONO VOLUNTEER AND 1 PAID CONSULTANT TO TANZANIA TO WORK WITH VARIOUS LOCAL MUNICIPALITIES TO ADDRESS LOCAL GOVERNMENT FINANCE CHALLENGES AND ASSIST LOCAL GOVERNMENT ASSOCIATIONS IN DEVELOPING LOCAL ECONOMIC GROWTH STRATEGIES ON THE USAID-FUNDED TANZANIA ENABLING GROWTH THROUGH INVESTMENT AND ENTERPRISE (ENGINE) PROJECT.- THROUGH THE DECENTRALIZATION OFFERING BETTER RESULTS AND EFFICIENCY (DOBRE) PROJECT, ORGANIZED AND IMPLEMENTED A 2-WEEK STUDY TOUR FOR 50 UKRAINIAN MAYORS AND ECONOMIC DEVELOPMENT LEADERS TO EXPLORE LOCAL APPROACHES TO GOVERNANCE, ECONOMIC DEVELOPMENT, AND TOURISM, IN SMALL TO MID-SIZE COMMUNITIES OF TENNESSEE, WEST VIRGINIA, KENTUCKY, AND VIRGINIA.- PLACED 22 PROFESSIONAL FELLOWS FROM SOUTHEAST ASIA IN THE SUSTAINABLE DEVELOPMENT AND ENVIRONMENT FIELD WITH 16 ORGANIZATIONS ACROSS 11 STATES AND THE DISTRICT OF COLUMBIA FOR FOUR-WEEK PROFESSIONAL FELLOWSHIPS AND MENTORING WITH AMERICAN TECHNICAL EXPERTS THROUGH THE U.S. STATE DEPARTMENT'S YOUNG SOUTHEAST ASIAN LEADERS INITIATIVE (YSEALI) PROFESSIONAL FELLOWS PROGRAM. - UNDER THE USAID-FUNDED STRENGTHENING URBAN RESILIENCE FOR GROWTH WITH EQUITY (SURGE) PROGRAM IN THE PHILIPPINES, - PROVIDED ASSISTANCE FOR THE CONSTRUCTION OF TWO TRADING CENTERS IN MARAWI AND ITS ENVIRONS TO SUSTAIN THE RETURN AND REINTEGRATION OF INTERNALLY DISPLACED PERSONS (IDPS). PROVIDED SUPPORT VIA TECHNICAL, SKILLS AND ENTREPRENEURIAL TRAINING, MENTORING, MARKET LINKAGES, CHAMBER STRENGTHENING AND BUSINESS FORA, THAT BENEFITED MORE THAN 6,000 IDPS AND DISPLACED MARAWI ENTREPRENEURS IN THEIR LIVELIHOOD RECOVERY. - INCORPORATED COVID-19 PANDEMIC AND OTHER NATURAL HAZARDS INTO THE RISK ASSESSMENT SCOPE OF THE CLIMATE AND DISASTER RISK ASSESSMENT (CDRA) METHODOLOGY IN COLLABORATION WITH THE DEPARTMENT OF HUMAN SETTLEMENTS AND URBAN DEVELOPMENT (DHSUD) AND UN HABITAT. CHANGES WERE INTEGRATED INTO THE LATEST VERSION OF THE CDRA TRAINING MODULE THAT CITIES AND MUNICIPALITIES USE IN LOCAL DEVELOPMENT PLANNING. - PARTNERED WITH U.S.-BASED GOLDEN GATE UNIVERSITY TO DEVELOP THE URBAN DEVELOPMENT LEARNING PROGRAM (UDLP) AT HOLY NAME UNIVERSITY IN TAGBILARAN CITY. THE PROGRAM IS A 21-UNIT POST-GRADUATE DIPLOMA COURSE WHICH INCLUDES SUBJECTS SUCH AS FUNDAMENTALS AND PRACTICE OF URBAN AND REGIONAL PLANNING AND DEVELOPMENT, RESEARCH METHODS IN PLANNING, LAND USE PLANNING AND DEVELOPMENT, PLANNING ANALYSIS, URBAN PLAN IMPLEMENTATION AND NATURAL RESOURCE USE AND DEVELOPMENT. - EQUIPPED WATER SERVICE PROVIDERS WITH KNOWLEDGE AND SKILLS TO EVALUATE POTENTIAL IMPACTS OF NATURAL DISASTERS TO THEIR SUPPLY SYSTEMS AND FACILITIES. DIAGNOSTICS HELPED WATER SERVICE PROVIDERS IN THE CITIES OF BATANGAS AND GENERAL SANTOS AND ADJACENT AREAS ALLOCATE NEW FUNDING FOR WATER SOURCE DEVELOPMENT TO EXPAND THEIR SERVICES AND GENERATE 6,500 NEW CONNECTIONS TO A POPULATION OF 32,500. CONDUCTED A RAPID ASSESSMENT TO DETERMINE THE IMPACTS OF COVID-19 ON WATER SERVICE PROVIDERS IN PARTNER CITIES AND INITIATE THE FORMULATION OF A BUSINESS CONTINUITY AND RECOVERY PLANNING (BCRP) TRAINING MODULE. - STRENGTHENED PROMOTION OF PROPER HANDWASHING AS ONE OF THE MOST EFFECTIVE WAYS TO STOP THE SPREAD OF THE CORONAVIRUS IN THE PHILIPPINES. WORKED WITH LOCAL STAKEHOLDERS AND THE BUSINESS SECTOR TO MAKE HANDWASHING MORE ACCESSIBLE BY INSTALLING HANDWASHING STATIONS AT STRATEGIC PUBLIC AREAS IN THE CITIES OF CAGAYAN DE ORO, GENERAL SANTOS, AND TAGBILARAN. - SUPPORTED PARTNER CITIES IN BUSINESS AND AREA SERVICE RESPONSE AND RECOVERY (BASRR) PLANNING TO HELP THEM ADAPT EVIDENCE-BASED RISK MITIGATION AND MANAGEMENT, RELATED TO THE COVID-19 PANDEMIC. - HELD A SERIES OF VIRTUAL LEARNING SESSIONS TO ADDRESS THE LOCAL GOVERNMENTS' NEEDS FOR QUICK AND RELIABLE INFORMATION ON COVID-19 RESPONSES AND INTERVENTIONS TO GUIDE IN DECISION-MAKING. THROUGH FOUR VIRTUAL SESSIONS, LOCAL CHIEF EXECUTIVES (LCES) AND INTERNATIONAL EXPERTS SHARED EFFECTIVE PRACTICES AND EXPERIENCES ON TARGETED AND EXPANDED TESTING, CONTACT TRACING, AREA FOCUSED RESPONSE AND MITIGATION STRATEGIES, AND RECOVERY FOR THE TOURISM SECTOR.FOR MORE INFORMATION, PLEASE REFER TO ICMA'S FY 2020 ANNUAL REPORTS, WHICH CAN BE FOUND HERE: HTTPS://ICMA.ORG/ANNUAL-REPORTS 4117161 3702219 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 45 NEW PARTICIPANTS, INCLUDING 11 WHO WERE NOT ICMA MEMBERS UNTIL THEY REGISTERED FOR THE PROGRAM. - MID-CAREER MANAGEMENT INSTITUTE WELCOMED 5 NEW PARTICIPANTS. - ICMA UNIVERSITY DELIVERED 3 WORKSHOPS AT AFFILIATE ASSOCIATION MEETINGS; 1 WORKSHOP TO A LOCAL GOVERNMENT; 18 WORKSHOPS AT THE ANNUAL CONFERENCE IN NASHVILLE.- ICMA UNIVERSITY ONLINE LEARNING DELIVERED 13 WEBINARS; 6 STRATEGIC PARTNER-SPONSORED WEBINARS; AND 47 JURISDICTIONS REGISTERED FOR ICMA UNIVERSITY'S WEBINAR SUBSCRIPTION.- IN MARCH 2020, ICMA UNIVERSITY PIVOTED THE WEBINAR PROGRAM TO DELIVER RAPID RESPONSE COMMUNICATIONS DURING THE COVID-19 PANDEMIC, PRODUCING AN ADDITIONAL 16 FREE WEBINARS IN FY20 TO CONNECT LOCAL GOVERNMENT LEADERS WITH EXPERTS IN TOPICS RANGING FROM PUBLIC HEALTH TO RACIAL EQUITY TO EMERGENCY MEDICAL SERVICES. 3114995 6176772 MEMBERSHIP: MEMBERSHIP BENEFITS & GROWTH IS IDENTIFIED AS THE FIRST PRIORITY OF ICMA'S STRATEGIC PLAN, ENVISION ICMA. IN FY 2020, WE ACCOMPLISHED GROWTH IN ALL MEMBERSHIP CATEGORIES, WITH THE TOTAL MEMBERSHIP EXCEEDING 13,000 MEMBERS IN 43 COUNTRIES. OTHER SIGNIFICANT PROGRAM ACCOMPLISHMENTS:- EXPANDED THE NUMBER OF STUDENT CHAPTERS TO 123, INCLUDING 19 INTERNATIONAL STUDENT CHAPTERS. ENGAGE WITH CHAPTERS THROUGH MONTHLY EMAILS, MANAGEMENT OF THE STUDENT CHAPTER FACEBOOK GROUP, & STRATEGIC SOCIAL MEDIA LEVERAGING. STUDENTS FROM THE UNIVERSITY OF DELAWARE, UNIVERSITY OF ARIZONA, & GRAND VALLEY STATE UNIVERSITY WERE ABLE TO ATTEND ICMA'S NASHVILLE CONFERENCE THROUGH TRAVEL SCHOLARSHIPS AWARDED TO THOSE SCHOOLS AS THE WINNERS OF LAST YEAR'S BEST CHAPTER EVENT. IN NASHVILLE, 41 STUDENTS REPRESENTING 21 OF ICMA'S ACTIVE STUDENT CHAPTERS ATTENDED THE ANNUAL STUDENT CHAPTER MEETING. AWARDED 40 STUDENTS WITH THE LOCAL GOVERNMENT EARLY CAREER SERVICE CERTIFICATE WHICH WAS CREATED IN FY19. AWARDED FOUR STUDENT CHAPTERS THIS YEAR'S BEST CHAPTER EVENT AWARD: ARIZONA STATE UNIVERSITY, UNIVERSITY OF DELAWARE, UNIVERSITY OF SOUTHERN CALIFORNIA, & TEXAS A&M UNIVERSITY. EACH WINNING CHAPTER RECEIVED $1,000 TOWARD CHAPTER PROGRAMMING. THE UNIVERSITY OF CENTRAL FLORIDA'S ICMA STUDENT CHAPTER SIGNED ON AS A SUPPORTING PARTNER OF A RECENT NATIONAL SCIENCE FOUNDATION GRANT PROPOSAL SUBMITTED BY ICMA'S GLOBAL PROGRAMS TEAM. WE HOPE TO ENGAGE STUDENTS IN THIS CHAPTER IN THIS PROJECT SUPPORTING SUSTAINABLE COMMUNITIES IN COASTAL COMMUNITIES.- THE LOCAL GOVERNMENT MANAGEMENT FELLOWS (LGMF) PROGRAM, WHICH PROVIDES AN ENTRY INTO THE PROFESSION TO APPLICANTS & WHICH ENTERED ITS 17TH YEAR, CONTINUED TO ATTRACT TALENTED INDIVIDUALS. THE PROGRAM HAS BEEN EXPANDED TO INCLUDE THE VETERAN'S LOCAL GOVERNMENT MANAGEMENT FELLOWSHIP. - COMPLETED THE FIRST YEAR OF THE JUDY KELSEY AWARD WITH A SUBCOMMITTEE OF THE LGMF ADVISORY BOARD WHO REVIEWED CANDIDATE ESSAYS & CHOSE TWO WINNERS FOR THIS YEAR'S AWARD, WHICH WERE ANNOUNCED IN MAY. AWARD IS NAMED IN HONOR OF JUDY LYN KELSEY, A PIONEER IN THE LOCAL GOVERNMENT MANAGEMENT PROFESSION & LONG-TIME ICMA MEMBER, WHO GIFTED $108,941 TO ICMA IN THE DISBURSEMENT OF HER ESTATE. WITH HER GIFT, ICMA ESTABLISHED THE LOCAL GOVERNMENT MANAGEMENT FELLOWSHIP JUDY L. KELSEY SCHOLARSHIP TO HELP WOMEN EMERGING LEADERS WHO HAVE BEEN ACCEPTED INTO THE LGMF, WHICH PLACES A FELLOW IN A MANAGER'S OR DEPARTMENT HEAD'S OFFICE IN A COUNCIL-MANAGER COMMUNITY. - CONTINUED TO EXPAND THE ICMA NATIONAL COACHING PROGRAM, WHICH ATTRACTS LOCAL GOVERNMENT PROFESSIONALS TO ACCESS THE FREE PROFESSIONAL DEVELOPMENT OFFERED BY ICMA. OVER 4,400 INDIVIDUALS PARTICIPATED IN THE SIX COMPLIMENTARY COACHING WEBINARS. THERE ARE NOW 30 STATE COACHING PARTNERS & NINE COACHING OUTREACH PARTNERS. SUCCESSFULLY TRANSITIONED TO A NEW COACHING PLATFORM, COACHCONNECT, WITH 160 COACHES & 201 LEARNERS ONBOARDED. COHORTS USING COACHCONNECT TO SUPPORT PARTICIPANTS ARE THE LGMF PROGRAM, THE VLGMF PROGRAM, & THE MID-CAREER MANAGEMENT INSTITUTE OF ICMA UNIVERSITY.- CONTINUED WORK ON ADVANCING DIVERSITY AND INCLUSION IN THE PROFESSION. CONCLUDED A MAJORITY OF THE WORK ASSIGNED BY THE TASK FORCE'S RECOMMENDATIONS ON WOMEN IN THE PROFESSION & THE TASK FORCE ON STRENGTHENING INCLUSIVENESS, ALONG WITH OTHER INITIATIVES TO ADVANCE EQUITY & INCLUSION IN THE PROFESSION. CONFERRED ICMA'S COMMUNITY DIVERSITY & INCLUSION AWARD TO ST. LOUIS PARK & BLOOMINGTON, MN, & GWINNETT COUNTY, GA, PRESENTED IN NASHVILLE. FOR THE SECOND YEAR, ICMA COORDINATED A MEETING AT THE ICMA ANNUAL CONFERENCE FOR THE LEADERS OF STATE-BASED WOMEN LEADING GOVERNMENT CHAPTERS, LEAGUE OF WOMEN IN GOVERNMENT, LEGACY PROJECT, & MICHIGAN MUNICIPAL LEAGUE'S 16/50 PROJECT TO FOSTER COLLABORATION AND NETWORKING. CONTINUE TO PROMOTE THE HASHTAG #SHELEADSGOV IN SOCIAL MEDIA EFFORTS TO KEEP THE FOCUS ON ADVANCING WOMEN IN THE PROFESSION. FEATURED FIVE SESSIONS ON EQUITY & INCLUSION AT THE NASHVILLE CONFERENCE. COORDINATED A STAND-ALONE EVENT, THE ROAD TO LEADERSHIP: DON'T JUST SURVIVE - THRIVE! IN RALEIGH, NC, SUPPORTED BY ICMA STRATEGIC PARTNER, CIGNA, WITH 80 ATTENDEES. PROVIDED SCHOLARSHIPS TO EIGHT STUDENTS TO COVER REGISTRATION FOR THE WOMEN IN GOVERNMENT ARIZONA CONFERENCE, & ICMA-SPONSORED INDIANA UNIVERSITY'S FIRST EVENT AT THE O'NEILL SCHOOL: 2019 FOR THE GREATER GOOD WOMEN'S SUMMIT. PUBLISHED THE SEPTEMBER ISSUE OF PM MAGAZINE FOCUSED ON EQUITY & INCLUSION, WITH A SPECIAL SUPPLEMENT ON BUILDING A DIVERSE PROFESSION. ICMA IS PART OF A NEW WORKING GROUP WITH GARE, NLC, POLICY LINK, & LIVING CITIES TO DEVELOP WAYS TO ADDRESS RACIAL EQUITY ISSUES IN THE LOCAL GOVERNMENT.- SUCCESSFULLY IMPLEMENTED A CHANGE IN ICMA'S CONSTITUTION DESIGNED TO ENHANCE INCLUSION, REPRESENTATION, & ENGAGEMENT WITH AFFILIATE MEMBERS. THOSE WITH 5 YEARS IN LOCAL GOVERNMENT & ICMA MEMBERSHIP ARE NOW ELIGIBLE TO SERVE ON THE ICMA EXECUTIVE BOARD AND VOTE. - UNDER THE CITY-COUNTY MANAGEMENT SENIOR FELLOWSHIP PROGRAM (CMSFP), INFORMALLY KNOWN AS THE GARRISON COMMAND PROGRAM, AS PART OF OUR SECOND COHORT WITH THE ARMY, 12 DEPARTMENT OF DEFENSE FELLOWS COMPLETED EXCHANGE VISITS WITH LOCAL GOVERNMENTS; THEY ALSO MET IN NASHVILLE TO REPORT ON THEIR FINDINGS. THE ARMY SELECTED 10 FELLOWS TO PARTICIPATE IN 2020. THAT COHORT HELD AN ORIENTATION MEETING IN MARCH BUT COVID-19 RESTRICTED TRAVEL FOR SITE VISITS. FINALIZED THE DEPARTMENT OF DEFENSE MEMORANDUM OF AGREEMENT TO ENROLL ICMA AS AN OFFICIAL SKILLBRIDGE PARTNER, ALLOWING RECRUITING TO THE VETERANS LOCAL GOVERNMENT FELLOWSHIP (VLGMF) AT ALL MILITARY INSTALLATIONS ACROSS THE U.S. & OVERSEAS. LAUNCHED THE THIRD COHORT OF THE YEAR FOR THE VLGMF PROGRAM TO HELP SERVICE MEMBERS TRANSITION TO LOCAL GOVERNMENT. TO DATE, MORE THAN 70 VETERANS HAVE COMPLETED THE PROGRAM, WITH THREE COHORTS PER YEAR; 34 PARTICIPATED IN FY2019 & PLACED 33 IN FY2020. IN ADDITION, 17 NEW VLGMF HOST ORGANIZATIONS WERE ADDED TO THE PROGRAM IN ORDER TO INCREASE AVAILABLE LOCATIONS. ATTENDED A CAREER EVENT SPONSORED BY THE MILITARY OFFICERS ASSOCIATION OF AMERICA IN SEPTEMBER, WITH ONE ICMA MEMBER & ONE VETERAN FELLOW TO PROMOTE LOCAL GOVERNMENT AND THE VLGMF. SCHEDULED TO PARTICIPATE IN FOUR VIRTUAL RECRUITING EVENTS IN FY2021 WITH MOAA, NAVY PACIFIC WEST REGION, NAVY MIDATLANTIC REGION, & RECRUIT MILITARY. STAFFED A BOOTH AT THE NATIONAL ASSOCIATION OF COUNTY VETERAN SERVICE OFFICERS' ANNUAL CONFERENCE & WILL PARTICIPATE IN THEIR VIRTUAL EVENT IN FY2021. RECRUITING TRAVEL HAS BEEN CUT OR POSTPONED GIVEN COVID-19 CONSTRAINTS. ENGAGED WITH THE ASSOCIATION OF DEFENSE COMMUNITIES, PRINCIPAL DEPUTY ASSISTANT SECRETARY OF THE ARMY INSTALLATIONS, ENERGY, & ENVIRONMENT, & DEPARTMENT OF ARMY G9 PARTNERSHIPS PROGRAM TO PROMOTE COLLABORATION BETWEEN COMMUNITY MANAGERS & INSTALLATION LEADERS & EXPLORE FORMAL PARTNERING OPPORTUNITIES. AWARDED THREE VETERAN RECOGNITION AWARDS TO PROMOTE VETERANS WHO ARE FULL TIME LOCAL GOVERNMENT EMPLOYEES & WITH OUTSTANDING PERFORMANCE RECORDS IN THEIR LOCAL GOVERNMENT ORGANIZATIONS. - COMPLETED THE SECOND VETERAN CAREER GUIDEBOOK FOCUSED ON HUMAN RESOURCES RECRUITING FOR VETERANS, HUMAN RESOURCES RECRUITMENT HANDBOOK: HIRING VETERANS FOR LOCAL GOVERNMENT POSITIONS WAS RELEASED IN NOVEMBER & IS AVAILABLE AT ICMA.ORG/VETERANS. REVIEWED AND EDITED FIRST-TIME ADMINISTRATOR'S HANDBOOK, WHICH IS IN THE LAST STAGE OF PRODUCTION WITH A SHORTER DOCUMENT-STYLE GUIDE & AN EXPANDED MEMBERS-ONLY TOOLKIT ONLINE. THE ICMA MODEL EMPLOYMENT AGREEMENT, UPDATED BY A MEMBER TASK FORCE, WAS APPROVED BY THE BOARD IN DECEMBER. FEATURED A 'WALL OF GUIDES' AT THE ICMA MEMBER PAVILION AND OUTSIDE THE EXHIBIT HALL IN NASHVILLE. PARTNERING WITH CAL-ICMA TO TAKE THE ENCORE PROGRAM, DESIGNED TO PROVIDE ADVICE TO MANAGERS UPON THEIR RETIREMENT, NATIONAL. PROGRAM HAS A PRESENCE ON ICMA'S WEBSITE & WILL PROMOTE THESE MATERIALS AS NEW ICMA RESOURCES FOR MEMBERS MAKING THE TRANSITION INTO THEIR NEXT LIFE PHASE.- ICMA PROMOTED ETHICS AWARENESS IN LOCAL GOVERNMENT & ADHERENCE TO THE ICMA CODE OF ETHICS PRINCIPLES VIA THE ETHICS MATTER COLUMN IN PM MAGAZINE, CONDUCTING TRAINING FOR LOCAL GOVERNMENT MANAGERS, ASSISTANTS, & STAFF, & PROVIDING CONTENT AT ICMA EVENTS. MARCH PM WAS DEDICATED TO ETHICS FOR NATIONAL ETHICS AWARENESS MONTH WITH ARTICLES AUTHORED BY CURRENT & FORMER PRACTITIONERS & ONE ACADEMIC WHO FOCUSED ON THE CHALLENGES OF ETHICAL LEADERSHIP. AS PART OF THE ICMA ATHENIAN PROGRAM, DEVELOPED A FRAMEWORK, TRAINING MATERIALS, ARTICLE IN PM & CONFERENCE SESSION FOCUSED ON THE ROLE OF PROFESSIONALS IN A DEMOCRACY & THE TENSION BETWEEN ADVOCATING FOR PERSONAL & PROFESSIONAL ISSUES GIVEN THE PROFESSION'S COMMITMENT TO POLITICAL NEUTRALITY.- THE COMPREHENSIVE REVIEW OF THE ICMA CODE OF ETHICS ADVANCED WITH THE MEMBERSHIP APPROVING NEW LANGUAGE FOR TENETS 1, 2, 5 & 6 ALONG WITH REVISIONS TO TENET 2 GUIDELINE ON ADVICE TO OFFICIALS OF OTHER LOCAL GOVERNMENTS & TENET 5 GUIDELINE ON CONFLICTING ROLES WHICH WAS MOVED TO TENET 3. 3102733 51700 2391825 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 FY20 FISCAL YEAR: - LED ICMA'S COVID-19 ACTION TEAM WHICH FACILITATED THE CREATION OF MORE THAN 110 ARTICLES, 19 WEBINARS, AND NUMEROUS PUBLIC POLICY ACTIONS IN RESPONSE TO THE CORONAVIRUS PANDEMIC.- FINALIZED 4TH EDITION OF THE BUDGETING GUIDE FOR LOCAL GOVERNMENTS- COMPLETED THE INNOVATIONS IN FIRE AND RESCUE SERVICES REPORT IN PARTNERSHIP WITH CPSE.- CONDUCTED A SURVEY ON ENERGY TRANSITIONS AND LOCAL GOVERNMENT MANAGEMENT.- COMPLETED A NATIONAL SURVEY ON DISASTER RECOVERY AND FOLLOW-UP SUMMARY REPORT.- BEGAN WORKING ON A DRAFT GUIDEBOOK ON CREATIVE PLACEMAKING FOR LOCAL GOVERNMENT LEADERS AND MANAGERS.- PRODUCED TWO VOLUMES OF LOCAL GOVERNMENT REVIEW THAT FEATURES PRACTITIONER RESEARCH ON CITY AND COUNTY MANAGEMENT TOPICS.- BEGIN REVISIONS TO TWO EXISTING ICMA PUBLICATIONS, INCLUDING MANAGING LOCAL GOVERNMENT SERVICES AND THE EFFECTIVE LOCAL GOVERNMENT MANAGER- CONDUCTING TWO SURVEYS ON COVID RESPONSES BY LOCAL GOVERNMENTS, INCLUDING POTENTIAL FINANCIAL CHALLENGES AND E-GOVERNMENT AND VIRTUALIZATION INNOVATIONS- CONDUCTED SURVEY AND CASE STUDY RESEARCH ON COLLABORATION TO ADDRESS PUBLIC HEALTH ISSUES.- CONDUCTED A FOLLOW UP SURVEY ON PLANNING FOR ALL AGES. - RELEASED PRELIMINARY FINDINGS FROM THE INAUGURAL COHORT OF ICMA LOCAL GOVERNMENT RESEARCH FELLOWS.- LAUNCHED A NEW PROJECT ON THE PIONEERING FIRST AFRICAN AMERICAN CITY AND COUNTY MANAGERS THAT WERE HIRED IN THE LATE 1960S AND EARLY 1970S. OUTREACH: TO 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 49 ISSUES OF LEADERSHIP MATTERS, WITH OPEN RATES OF 29% FOR THE MEMBER EDITION AND 10% FOR THE NONMEMBER EDITION AND AVERAGE CLICK-THROUGH RATES OF 33% FOR THE MEMBER EDITION AND 12.6% FOR THE NONMEMBER EDITION. TOTAL NUMBER OF SUBSCRIBERS IS 25,780.- 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 11%.- HAD 1022 MEDIA PLACEMENTS, IN WHICH ICMA WAS EITHER THE MAIN FOCUS OF THE ARTICLE OR HAD A QUOTE OR MENTION RESULTING IN 941.3 MILLION VIEWS.- THE ICMA WEBSITE HAD OVER 5.7 MILLION PAGEVIEWS AND 983,732 VISITORS, WITH 29% VIA MOBILE/TABLET.- SOCIAL MEDIA AUDIENCE GREW TO 82,976 WITH 84,652 ENGAGEMENTS AND 89,404 REFERRALS TO ICMA.ORG.- ICMA'S MEDIA OUTREACH EFFORTS HAVE RESULTED IN SUCCESSFUL COVERAGE, INCLUDING COMMENTARY FROM ICMA ON LEADING AND MANAGING MUNICIPALITIES THROUGH THE PANDEMIC AND RISING SOCIAL JUSTICE AND RACIAL EQUITY ISSUES. ICMA'S EXECUTIVE DIRECTOR AUTHORED A PIECE IN THE HILL AND SPOKE WITH AUSTIN, TEXAS NBC AFFILIATE KXAN ON THE VITAL ROLE LOCAL GOVERNMENT PLAYS IN CRISIS MANAGEMENT AND THE RECOVERY OF OUR COMMUNITIES FROM THE CORONAVIRUS PANDEMIC.- THE ICMA BLOG RECEIVED 220,559 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.- PROVIDED BETA TEST OF THE NEW ICMA CONNECT ONLINE MEMBER COMMUNITY TO 200 ICMA MEMBERS TO CONNECT AND WORK THROUGH THE CORONAVIRUS PANDEMIC'S CHALLENGES ON MARCH 9. FOLLOWING THE BETA TEST PERIOD, LAUNCHED NEW ICMA CONNECT MEMBER COMMUNITY ON THE HIGHERLOGIC PLATFORM TO ALL 12,000+ ICMA MEMBERS ON MARCH 30. THROUGH THE END OF FY2020, THE COMMUNITY HAD 15,577 TOTAL LOGINS, 812 TOTAL DISCUSSION POSTS, 120 RESOURCE LIBRARY ENTRIES ACCOUNTING FOR 9003 DOWNLOADS, AND 311 MOBILE APP USERS. 3102733 51700 2391825 21621010 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 1 153 0 1 123 1 1 1 1 AF RP KV 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 AR CA IL MA ME MS NC NH OK OR PA SC TN UT WA WI CT X SABINA AGARUNOVA 2029623547 777 NORTH CAPITOL STREET NE NO 500 WASHINGTON DC 200024201 JANE S BRAUTIGAM PRESIDENT 5.00 0.00 X X 0 0 0 JAMES J MALLOY PRESIDENT-ELECT 5.00 0.00 X X 0 0 0 KAREN E PINKOS PAST PRESIDENT 5.00 0.00 X X 0 0 0 TIM ANDERSON REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 ROBERT KRISTOF REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 STEPHEN F PARRY REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 WALLY BOBKIEWICZ REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 CLINT P GRIDLEY REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 MOLLY MEHNER REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 HEATHER M GEYER REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 MICHAEL S LAND REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 RAYMOND GONZALES REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 MATTHEW W HART REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 CHRISTOPHER T COLEMAN REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 TERESA A TIEMAN REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 W LANE BAILEY REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 LAURA A FITZPATRICK REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 MICHAEL A KAIGLER REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 MARIA A HURTADO REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 EDWARD K SHIKADA REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 PETER TROEDSSON REGIONAL VICE PRESIDENT 5.00 0.00 X X 0 0 0 MARC OTT EXECUTIVE DIRECTOR 37.50 2.50 X 523621 1093 59001 UMA RAMESH COO (UNTIL 7/31/19) 37.50 0.00 X 186780 0 31002 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 37.50 0.00 X 207107 0 45370 MARTHA PEREGO DIRECTOR, ETHICS 37.50 0.00 X 180636 0 31494 TAD MCGALLIARD DIR. RESEARCH & TECH ASST 37.50 0.00 X 163248 0 39164 ELLEN FOREMAN DIR. BRAND MGMT & MKT COMM 37.50 0.00 X 168355 0 27223 XAVIER HUGHES CTO (UNTIL 3/31/20) 37.50 0.00 X 255382 0 26779 ISABELLE BULLY-OMICTIN DIRECTOR, FUNDED PROGRAMS 37.50 0.00 X 157008 0 26774 NICOLETTE HURD CHIEF PEOPLE OFF.(UNTIL 11/15/19) 37.50 0.00 X 199499 0 10988 BRIAN MATIBAG DEPUTY CHIEF OF PARTY 40.00 0.00 X 189567 0 3515 2231203 1093 301310 28 0 1 0 PSAV AUDIO VISUAL SERVICE GROUP INC 23918 NETWORK PLACE CHICAGO IL 60673 AUDIOVISUAL EQUIP. & EVENTS TECHNOLOGY 570262 CENTERPLATE 1 LANDMARK SQ FL 18 STAMFORD CT 06901 EVENTS PLANNING & HOSPITALITY SERVICES 458524 FREEMAN EXPOSITIONS INC 75 N WASHINGTON ST 200 ALEXANDRIA VA 22314 EVENTS MGMT, DESIGN & PLANNING SERVICES 367563 POLSINELLI PC 900 W 48TH PLACE SUITE 900 KANSAS CITY MO 64112 LEGAL SERVICES 246876 HBP INC 952 FREDERICK ST HAGERSTOWN MD 21740 DESIGN, PRINTING, & PROD. SERVICES 184832 12 1075500 12153858 671111 13900469 MEMBERSHIP DUES 900099 6176772 6176772 PROFESSIONAL DEVELOPMENT 900099 3702219 3702219 RESEARCH/INFORMATION 900099 1528399 1528399 PROGRAM SERVICE REVENUE 900099 900001 900001 MEMBERSHIP PUBLICATIONS 900099 667528 667528 195898 195898 13170817 781811 781811 2478317 2478317 586710 478902 107808 107808 107808 74608 69858 4750 4750 4750 OTHER REVENUE 900099 132657 132657 132657 30576629 12974919 195898 3505343 X 1606821 1606821 68278 68278 648004 648004 1319677 376404 943273 7220058 5419804 1554625 245629 502329 313184 171283 17862 2647064 1597701 966041 83322 724799 415022 288486 21291 227241 227241 64300 64300 102693 102693 30513 30513 3093490 2390885 702605 20561 20561 827561 690987 136574 394123 93459 300664 24027 24027 1324590 881526 403382 39682 1154430 942698 183892 27840 2416869 2277343 139526 3959 3959 588435 24789 563646 133775 36049 97726 UBIT RELATED TAXES 45964 45964 FIELD OFFICE EXPENSES 3512109 3512109 CREDIT CARD FEES 161625 161625 MISCELLANEOUS 107722 70689 37033 265338 210670 54668 29236355 21621010 7077026 538319 X 500 500 8177528 12077008 2607212 2533798 1210456 1128000 1094909 752208 4514704 2406690 2487983 2108014 6955026 5217246 22533614 23816774 3048429 3224504 5263537 3073288 1842900 20465 20465 8332431 8161157 X 11006376 12417530 3194807 3238087 14201183 15655617 22533614 23816774 1340274 114160 0 X 0 1 X 1 1 1 X 20114072 20001765 13594125 10884722 13900469 78495153 11877832 11540977 12088914 11954441 12974919 60437083 31991904 31542742 25683039 22839163 26875388 138932236 13691 8448 5524 5655 5220 38538 0 13691 8448 5524 5655 5220 38538 138893698 2134330 3505888 4428645 4450209 3846838 18365910 2134330 3505888 4428645 4450209 3846838 18365910 77567 77507 82845 80734 72338 390991 132000 133380 132166 132212 132657 662415 34335801 35259517 30326695 27502318 30927221 158351552 0.87710 0.88420 0.11600 0.10840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 51700 0 0 0 51700 0 PART II-B, LINE 1: 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 2020, 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 MANAGERFS AUTHORITY IN A NUMBER OF JURISDICTIONS INCLUDING: ASHLAND, OR; AUSTIN, TX; BALTIMORE, MD; BEAVERTON, OR; BUTTE-SILVER BOW, MT; CLEVELAND HEIGHTS, OH; EAGLE LAKE, TX; GALVESTON, TX; GLOCESTER, RI; MANDEVILLE, LA; MILFORD, DE; SARATOGA SPRINGS, NY; SMITHFIELD, RI; WIMBERLY, TX; WASHINGTON COUNTY, WI; YAKIMA, WA. 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. IN ADDITION TO SUPPORTING COMMUNITIES SEEKING INFORMATION ABOUT VARIOUS FORMS OF GOVERNMENT, ICMA PROVIDES RESOURCES TO STATE ASSOCIATIONS. THE BROCHURE: COUNCIL-MANAGER FORM OF GOVERNMENT: WHAT IT IS, HOW IT WORKS, AND THE BENEFITS TO YOUR COMMUNITY WAS UPDATED AND MADE AVAILABLE TO INDIVIDUALS. IT AND AN "EXPLAINER" VIDEO LOCAL GOVERNMENT THAT WORKS: THE COUNCIL-MANAGER FORM OF GOVERNMENT CAN BE CUSTOMIZED BY STATE ASSOCIATIONS AND LOCAL ADVOCACY GROUPS. ICMA'S PUBLICATIONS AND RESEARCH TEAM RELEASED ITS LATEST "MUNICIPAL FORM OF GOVERNMENT" RESEARCH REPORT AND RELATED CONTENT. RELATED DATA SETS ARE ALSO AVAILABLE FOR ACADEMICS AND OTHERS CONDUCTING RESEARCH. AFTER A SUCCESSFUL MULTI-YEAR CAMPAIGN, LIFE WELL RUN RESOURCES WERE MIGRATED TO THE ICMA FORM OF GOVERNMENT MICROSITE. THIS LOCATION IS NOW A CENTRALIZED REPOSITORY FOR THOSE SEEKING INFORMATION ON FORM OF GOVERNMENT AND PROFESSIONAL MANAGEMENT. 231624 117776 113848 4208566 2231122 1977444 74514 57792 16722 2108014 SUBTENANT DEPOSITS 20465 20465 X 31276286 114160 137108 478902 730170 30546116 30513 30513 30576629 29821852 137108 478902 616010 29205842 30513 30513 29236355 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2020, 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 478,902. 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 478,902. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 6B. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 7 PROGRAM SERVICES MUNICIPAL GOVERNANCE 468590 EAST ASIA AND THE PACIFIC 1 48 PROGRAM SERVICES MUNICIPAL GOVERNANCE 4885507 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES MUNICIPAL GOVERNANCE 1386 SOUTH ASIA 1 23 PROGRAM SERVICES MUNICIPAL GOVERNANCE 2098710 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES MUNICIPAL GOVERNANCE 204898 EUROPE 1 10 PROGRAM SERVICES MUNICIPAL GOVERNANCE 1138066 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 85820 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 356598 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 205586 4 89 0 0 4 89 9239575 205586 9445161 SOUTH ASIA PREVENTING TERRORISM THROUGH COMMUNITY-BASED INTERVENTIONS PROGRAM (PTCBI) 85820 WIRE TRANSFER EAST ASIA AND THE PACIFIC YOUNG SOUTHEAST ASIAN LEADERS INITIATIVE (YSEALI) 18875 WIRE TRANSFER EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH AND EQUITY (SURGE) PROGRAM 337723 WIRE TRANSFER EUROPE ICMA EUROPE GRANT 59278 WIRE TRANSFER EUROPE LOCAL EFFECTIVE GOVERNANCE (LEGA) PROGRAM 146308 WIRE TRANSFER 2 3 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 CECILIA CIEPIELA-KAELIN 1412 N WAKEFIELD STREET ARLINGTON VA 22207 PROPOSAL DEVELOPMENT 0 0 24400 -24400 GREGORY CHANSA PLOT NO 90/100 IBEXHILL LUSAKA ZA PROPOSAL DEVELOPMENT 0 0 15844 -15844 JOAQUIN GONZALEZ 766 GREAT HIGHWAY SAN FRANCISCO CA 94121 PROPOSAL DEVELOPMENT 0 0 42250 -42250 INDHIRA DE JESUS CALLE NICOLAS URENA DE MENDOZA 107 SANTO DOMINGO DR PROPOSAL DEVELOPMENT 0 0 6062 -6062 88556 -88556 AK AL AR CA CO CT HI IL ME MA MS ND NV NH NJ NM NC OK OR PA SC TN UT WA WI 1 THE LOUIS BERGER GROUP INC 412 MOUNT KEMBLE AVENUE MORRISTOWN NJ 07960 221754524 OTHER 1000096 STRENGTHENING URBAN RESILIENCE FOR GROWTH AND EQUITY (SURGE) PROGRAM & THE CONSTRUCTON OF TRADING CENTERS IN MARAWI PROGRAMS FHI360 359 BLACKWELL STREET DURHAM NC 27701 237413005 501(C)(3) 206675 CONDUCT WORLDWIDE DIVERSIFIED PROGRAM OF RESEARCH, EDUCATION, AND SERVICES. CRIMSON CAPITAL CORP 4322 CONWAY VALLEY COURT ATLANTA GA 30327 133704209 OTHER 14322 STRENGTHEN INTERGOVERNMENTAL RELATIONS AND COMMUNICATIONS THROUGH THE ASSOCIATION OF KOSOVO MUNICIPALITIES HOME INNOVATION RESEARCH 400 PRINCE GEORGES BLVD UPPER MARLBORO MD 20774 520809020 OTHER 57981 IMPROVE THE QUALITY, DURABILITY, AFFORDABILITY, AND ENVIRONMENTAL PERFORMANCE OF HOMES AND HOME BUILDING PRODUCTS. INTERNATIONAL ECONOMIC DEVELOPMENT COUNCIL 734 15TH STREET NW STE 900 WASHINGTON DC 20005 520887806 OTHER 35414 IMPLEMENTATION OF THE HOMELAND SECURITY NATIONAL TRAINING PROGRAMS (HSNTP) NATIONAL CIVIC LEAGUE 1889 YORK STREET DENVER CO 80206 841255845 501(C)(3) 60825 ADVANCE CIVIC ENGAGEMENT TO CREATE EQUITABLE, THRIVING COMMUNITIES. THE ASIA FOUNDATION 465 CALIFORNIA STREET 9TH FL SAN FRANCISCO CA 94194 941191246 501(C)(3) 5618 RECRUIT AND ASSIST EMERGING LEADERS IN CAMBODIA AND THE U.S. TO DEVELOP LONG-TERM PARTNERSHIPS THAT INSPIRE CITIZENS TO CREATE MORE SUSTAINABLE COMMUNITIES. MEISTER CONSULTANTS GROUP ONE CENTER PLAZA SUITE 320 BOSTON MA 02108 364636331 OTHER 67094 FROM ENERGY, WATER, AND TRANSPORTATION TO SAFETY, SECURITY, AND RESILIENCE TOGETHER, STRENGTHENING SOCIETY AND THE NATURAL WORLD. THE JAKE GROUP 3214 O STREET NW WASHINGTON DC 20007 306026439 OTHER 47618 DEVELOPMENT AND IMPLEMENTATION OF THE ICMA SOLSMART WEBSITE IN SUPPORT OF THE SOLSMART (SPARC) PRGORAM THE SOLAR FOUNDATION 1717 PENNSYLVANIA AVE NW WASHINGTON DC 20006 521089260 OTHER 49534 SOLARSMART AMERICA CITIES PROGRAM CLEVELAND HEIGHTS CITIZENS FOR GOOD GOVERNMENT 303 BERKSHIRE ROAD CLEVELAND HEIGHTS OH 44118 842092512 OTHER 30000 COUNCIL-MANAGER FORM OF GOVERNMENT RETENTION SUPPORT. THE STATE AND LOCAL LEGAL CENTER 444 N CAPITOL STREET NW STE 309 WASHINGTON DC 20001 310868827 501(C)(3) 20000 SUPPORT OF ORGANIZATION THAT FILES AMICUS BRIEFS ON BEHALF OF STATE AND LOCAL GOVERNMENTS. 4 8 ANNUAL CONFERENCE AND REGIONAL SUMMITS 54 48528 JUDY KELSEY SCHOLARSHIP FUND 2 10000 TRANTER-LEONG SCHOLARSHIP FUND 2 7500 BABS ELWEL AWARD STIPEND 3 2250 PART I, LINE 2: THE ASSOCIATION PROVIDES SCHOLARSHIPS TO FIRST TIME CONFERENCE ATTENDEES WHO ARE MEMBERS FOR 3 YEARS OR LESS. THEY FILL OUT AN APPLICATION AND WRITE AN ESSAY. A PANEL OF PAST SCHOLARSHIPS RECIPIENTS THEN RATES THE APPLICANTS. THE SELECTED APPLICANTS RECEIVE COMPLIMENTARY REGISTRATION FOR THE CONFERENCE AND A STIPEND TO HELP WITH TRAVEL AND HOTEL COSTS. THE ASSOCIATION ALSO OFFERS VARIOUS SCHOLARSHIP PROGRAMS SUPPORTING MID-CAREER GOVERNMENT, YOUNG PROFESSIONALS WHO SEEK TO GAIN AN INTERNATIONAL EXPERIENCE MANAGEMENT PERSPECTIVE, AND EMERGING WOMEN LEADERS WHO HAVE BEEN ACCEPTED INTO THE ICMA LOCAL GOVERNMENT MANAGEMENT FELLOWSHIP PROGRAM (LGMF), WHICH PLACES A FELLOW IN A MANAGER'S OR DEPARTMENT HEAD'S OFFICE IN A COUNCIL-MANAGER COMMUNITY. 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 EXECUTIVE DIRECTOR 471421 1093 23000 0 29200 0 35198 0 23803 0 582622 1093 0 0 UMA RAMESH COO (UNTIL 7/31/19) 158960 0 0 0 27820 0 20938 0 10064 0 217782 0 0 0 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 187033 0 10500 0 9574 0 24077 0 21293 0 252477 0 0 0 MARTHA PEREGO DIRECTOR, ETHICS 147046 0 5835 0 27755 0 20344 0 11150 0 212130 0 0 0 TAD MCGALLIARD DIR. RESEARCH & TECH ASST 151751 0 5500 0 5997 0 18082 0 21082 0 202412 0 0 0 ELLEN FOREMAN DIR. BRAND MGMT & MKT COMM 141181 0 5500 0 21674 0 16651 0 10572 0 195578 0 0 0 XAVIER HUGHES CTO (UNTIL 3/31/20) 246944 0 4500 0 3938 0 6000 0 20779 0 282161 0 0 0 ISABELLE BULLY-OMICTIN DIRECTOR, FUNDED PROGRAMS 142994 0 6216 0 7798 0 16718 0 10056 0 183782 0 0 0 NICOLETTE HURD CHIEF PEOPLE OFF.(UNTIL 11/15/19) 157613 0 0 0 41886 0 2424 0 8564 0 210487 0 0 0 BRIAN MATIBAG DEPUTY CHIEF OF PARTY 184411 0 2316 0 2840 0 3277 0 238 0 193082 0 0 0 PART I, LINE 1A ICMA'S 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 4 DURING FY 2020, THE ORGANIZAITON MADE THE FOLLOWING CHANGES: - EXTEND VOTING PRIVILEGES TO AFFILIATE MEMBERS IN SERVICE WHO HAVE 5 YEARS OF LOCAL GOVERNMENT EXPERIENCE AND 5 YEARS OF ICMA MEMBERSHIP. - EXTEND ELIGIBILITY TO SERVE ON THE BOARD IN THE DESIGNATED NON-CAO POSITION TO AFFILIATE MEMBERS IN SERVICE WHO HAVE 5 YEARS OF LOCAL GOVERNMENT EXPERIENCE AND 5 YEARS OF ICMA MEMBERSHIP. - EXPAND OPPORTUNITIES FOR ICMA MEMBERS TO SERVE ON THE REGIONAL NOMINATING COMMITTEE. - AMEND THE IMPLEMENTATION DEADLINE FOR CONSTITUTIONAL CHANGES. 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 EXECUTIVE DIRECTOR'S SALARY IS REVIEWED BY THE ICMA BOARD PERFORMANCE EVALUATION COMMITTEE. SALARY COMPARISONS OF EXECUTIVE DIRECTORS OF OTHER COMPARABLE ORGANIZATIONS PROVIDED ANNUALLY TO THE EVALUATION COMMITTEE TO AID IN THEIR SALARY ADJUSTMENT RECOMMENDATIONS TO THE ICMA EXECUTIVE BOARD, 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 2019. 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 FY 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 IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 2,127,865. MANAGEMENT AND GENERAL EXPENSES 653,454. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,781,319. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 9,051. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,051. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 151,307. MANAGEMENT AND GENERAL EXPENSES 200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 151,507. HONORARIUM FEES: PROGRAM SERVICE EXPENSES 32,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,500. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 70,162. MANAGEMENT AND GENERAL EXPENSES 48,951. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,113. FORM 990, PART X, LINE 24: ON APRIL 20, 2020, THE ASSOCIATION RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $1,842,900 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. INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORP 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 3277110 9386452 0.33330 0 1 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION A 3957829 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC F 485000 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC K 1777424 FMV ICMA EUROPE B 59278 FMV INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION C 1075500 FMV