2019-05-14T15:07:07-05:00 2018-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-07-01 362167755 INTERNATIONAL CITY COUNTY MANAGEMENT ASSOCIATION INTE 2022894262 777 NORTH CAPITOL STREET NE NO 500 WASHINGTON DC 200024201 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 2022894262 2019-05-14 1 3019519090 75.103.231.202 2019-05-14 16:06:59 ED P C7EAF115EAD33465AEF7D66DF153EA591AC46C1A 641F1D057974DC29AB045FECBA3F6FD3C802A9F1 2017 2019-02-21 02:37:17Z MARC OTT 777 NORTH CAPITOL STREET NE NO 500 WASHINGTON DC 200024201 31504420 0 X WWW.ICMA.ORG X 1914 IL TO ADVANCE PROFESSIONAL LOCAL GOVERNMENT THROUGH LEADERSHIP, MANAGEMENT, INNOVATION, AND ETHICS. 21 21 131 1046 242082 82845 20001765 13594125 11786923 12330996 853474 847255 1735992 2673537 34378154 29445913 1570558 1016702 0 0 12819733 12559103 114215 179802 642271 17384390 14364654 31888896 28120261 2489258 1325652 21378557 23055195 8898983 9295457 12479574 13759738 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 10378780 884332 918728 SERVICES TO LOCAL GOVERNMENTS: ICMA PROVIDES CONSULTING AND OTHER EXPERTISE ON FUNDAMENTAL AND LEADING LOCAL GOVERNMENT MANAGEMENT PRACTICES IN THE U.S. AND AROUND THE WORLD, WORKING THROUGH FUNDING PARTNERS SUCH AS FEDERAL AGENCIES AND FOUNDATIONS. ICMA MEMBER EXPERTISE IS TAPPED FOR CITY-TO-CITY EXCHANGES THROUGHOUT THE WORLD AS WELL. KEY ACCOMPLISHMENTS INCLUDE:- FORMALLY ESTABLISHED ICMA EUROPE, A NONPROFIT ENTITY BASED IN SLOVAKIA. ICMA EUROPE WAS GRANTED AWARDS TOTALING APPROXIMATELY $110,000 FROM EUROPEAN DONORS TO FACILITATE LOCAL GOVERNMENT REGIONAL COOPERATION SUCH AS CITY-TO-CITY EXCHANGES AND REGIONAL CONFERENCES.- CONVENED A REGIONAL MEETING IN OSLO, NORWAY, WHICH ATTRACTED PARTICIPANTS FROM 12 COUNTRIES INCLUDING 10 ICMA EUROPEAN AFFILIATES. 3393273 5749802 MEMBERSHIP: MEMBERSHIP BENEFITS AND GROWTH IS IDENTIFIED AS THE FIRST PRIORITY OF ICMA'S STRATEGIC PLAN, ENVISION ICMA. IN FY 2018, WE ACCOMPLISHED GROWTH IN ALL MEMBERSHIP CATEGORIES, WITH THE TOTAL MEMBERSHIP EXCEEDING 11,800 MEMBERS IN 32 COUNTRIES. 90.1% OF OUR MEMBERS RATED THE VALUE OF ICMA MEMBERSHIP AS EXCELLENT OR GOOD, AND 89.6% ARE SATISFIED OR VERY SATISFIED WITH MEMBERSHIP.OTHER SIGNIFICANT PROGRAM ACCOMPLISHMENTS:- RELEASED THE "18 ON 2018": PREDICTIONS ON LOCAL GOVERNMENT FROM 18 EXPERTS E-BOOK WITH ARTICLES ON TOPICS IMPORTANT TO LOCAL GOVERNMENTS, INCLUDING SUCCESSION PLANNING COMMUNITY RACE RELATIONS, EQUITY, AND INCLUSIVITY. 3120476 3335680 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. IN THE MEMBERSHIP SURVEY, PROFESSIONAL DEVELOPMENT WAS MOST COMMONLY IDENTIFIED AS THE MOST VALUABLE PART OF MEMBERSHIP, FOLLOWED BY INFORMATION RESOURCES.- OFFERED AN ANNUAL CONFERENCE IN BALTIMORE, MD, WITH RELEVANT AND CONTENT-RICH OFFERINGS, AND WITH MEMBER ATTENDANCE OF MORE THAN 2,800 AND TOTAL ATTENDANCE OF 3,984.84% OF EVALUATION SURVEY RESPONDENTS RATED THEIR OVERALL IMPRESSION OF THE CONFERENCE AS VERY GOOD OR EXCELLENT. AMONG SIGNIFICANT PROGRAM ACCOMPLISHMENTS ARE:- CONTINUED TO INCLUDE CONVERSATIONS ON COMMUNITY ISSUES OF EQUALITY, EQUITY, AND INCLUSION AT THE ICMA WILLIAMSBURG AND SEI LEADERSHIP INSTITUTES. CONTINUED TO INCLUDE CULTURAL COMPETENCY AND INCLUSION IN THE LIST OF TOPICS INCLUDED IN THE ANNUAL ICMA UNIVERSITY WORKSHOP CALL FOR PRESENTERS. BEGAN CONVERSATIONS WITH THE NATIONAL LEAGUE OF CITIES (NLC) ABOUT THE DEVELOPMENT OF TRAININGS TO FACILITATE THE ACHIEVEMENT OF A MORE DIVERSE POOL OF EXECUTIVES AND CONTINUED TO PARTICIPATE ON THE NLC UNIVERSITY BOARD. EQUITY AND INCLUSION WAS OFFERED AS A NEW TRACK IN THE LG 101 CERTIFICATE PROGRAM AND CONTINUED TO HAVE A PRESENCE IN THE EFFECTIVE SUPERVISORY PRACTICES WEBINAR SERIES AND OTHER STAND-ALONE WEBINARS.- ADDED DISASTER PREPAREDNESS LEARNING TRACK TO LG 101.- PRODUCED 33 ICMA WEBINARS. DEVELOPED ICMA UNIVERSITY CATALOG AND INCORPORATED NEW CAREER STAGE GUIDE CHECKLISTS.- OFFERED 22 ICMA UNIVERSITY WORKSHOPS AT THE SAN ANTONIO CONFERENCE, SHOWCASING 12 NEW WORKSHOPS AND 6 NEW PRESENTERS FROM DIVERSE BACKGROUNDS; OFFERED 8 ICMA UNIVERSITY FORUMS. ATTENDEE RATINGS FOR WORKSHOPS AVERAGED 4.6 OUT OF A POSSIBLE 5, WITH 5 WORKSHOPS RECEIVING 4.9 OR 5.0.- OFFERED 12 ICMA UNIVERSITY WORKSHOPS AT AFFILIATE ASSOCIATION MEETINGS AND 3 TO LOCAL GOVERNMENTS. INITIATED 4 LEADERSHIP ICMA PEER-TO-PEER CONSULTING CAPSTONE PROJECTS.- WELCOMED 46 NEW PARTICIPANTS TO THE EMERGING LEADERS DEVELOPMENT PROGRAM CLASS, 18 PARTICIPANTS TO THE MID-CAREER MANAGERS INSTITUTE, 32 TO THE ICMA GETTYSBURG LEADERSHIP INSTITUTE, 22 SENIOR MANAGERS TO ICMA SENIOR EXECUTIVE INSTITUTE, 18 TO LEADERSHIP ICMA, AND 28 TO THE ICMA WILLIAMSBURG LEADERSHIP INSTITUTE. 3212971 132370 2326786 RESEARCH AND POLICY:ICMA CONTINUES TO BE SECOND ONLY TO THE FEDERAL GOVERNMENT IN THE COLLECTION AND ANALYSIS OF LOCAL GOVERNMENT RESEARCH. HERE ARE SOME OF THE PROGRAM ACCOMPLISHMENTS:- COMPLETED TWO EXTERNALLY FUNDED SURVEY PROJECTS FOCUSED ON E-GOVERNMENT AND LOCAL LAND USE REGULATIONS.- COMPLETED THREE PROJECT REPORTS (CYBERSECURITY, SMART CITIES ANALYTICS, AND SMART CITIES INFRASTRUCTURE). FEATURED CONTENT AT MULTIPLE ICMA CONFERENCE SESSIONS INCLUDING SMART CITIES (3), CYBERSECURITY (1), ALTERNATIVE SERVICE DELIVERY (1), AND STORYTELLING (1).- BEGAN WORK ON A NEW NATIONAL SURVEY OF LOCAL GOVERNMENT POLICIES AND PROGRAMS FOCUSED ON IMMIGRANT POPULATIONS.- IN PARTNERSHIP WITH THE UNIVERSITY OF CALIFORNIA, LAUNCHED A SURVEY ON ETHICS TO BETTER UNDERSTAND THE KINDS OF POLICIES, PROGRAMS, TRAINING, AND STAFFING RESOURCES THAT ARE DEVOTED TO THIS TOPIC AREA. THE PERIODIC "FORM OF GOVERNMENT" SURVEY WAS COMPLETED WITH MORE THAN 4,000 RESPONSES, ONE OF THE LARGEST TO DATE. COMPLETED THE CAO SALARY SURVEY FOR MEMBERS AND OFFERED A WEBINAR ON IT IN APRIL 2018.- SELECTED AUTHORS FOR FIVE RESEARCH PAPERS ON UNDERREPRESENTED POPULATIONS IN LOCAL GOVERNMENT MANAGEMENT (TWO PROJECTS); CRISIS LEADERSHIP; THE ROI OF PERFORMANCE MANAGEMENT PROGRAMS; AND THE IMPACTS OF GLOBALIZATION ON LOCAL GOVERNMENT MANAGEMENT. SMART CITIES REMAINS A HOT TOPIC FOR FUNDING OPPORTUNITIES.- COMPLETED A PROJECT FOR THE CITY OF HALF MOON BAY, CALIFORNIA, FOCUSING ON THE POLICIES AND ORDINANCES THAT COMMUNITIES HAVE ESTABLISHED FOR THE GROWING NUMBER OF PLACES WHERE MARIJUANA IS NOW LEGALLY PURCHASED. FINALIZED AND PUBLISHED CONTENT FOR THE LOCAL GOVERNMENT REVIEW INSERT THAT WAS INCLUDED IN THE DECEMBER ISSUE OF THE PM MAGAZINE. OUTREACH:TO ACHIEVE OUR GOALS OF HELPING TO ENSURE FUTURE-READY LEADERS AND POSITIONING ICMA AS THOUGHT LEADERS, WE FOCUSED ON BOTH CREATING MORE ENGAGING CONTENT TO ATTRACT MEMBERS AND THEIR STAFFS AND EXPANDING OUR OUTREACH ON PRIORITY TOPIC AREAS. THIS INCLUDED FOR THE FIRST TIME HIRING AN AWARD-WINNING MEDIA RELATIONS AGENCY TO PITCH ICMA CONTENT TO THE MEDIA. SOME SPECIFIC EXAMPLES OF ENGAGING CONTENT INCLUDE:- PRODUCED THE UNITED FRONT PODCAST SPECIAL SERIES TO MEET STRATEGIC GOALS FOR DIVERSITY AND INCLUSIVITY CONTENT; ALSO FOR THE MARCH ISSUE OF THE PM MAGAZINE, CREATED A COVER STORY TO MATCH THE PODCAST SERIES AND AN ARTICLE, "IT ISN'T EASY, BUT WE DO IT ANYWAY".- TOP ARTICLES AND BLOG POSTS INCLUDED: "THE LOCAL GOVERNMENT ANNUAL BUDGET PROCESS," "3 WAYS TO IMPROVE POLICE/COMMUNITY RELATIONS," "15 TIPS FOR COMMUNICATING WITH IMPACT," "FOUR FACTORS INFLUENCING FINANCIAL DECISIONS," "WHAT CHIPPING PAINT TAUGHT ME ABOUT FINDING MEANING AT WORK, AND "12 OF THE BEST JOB INTERVIEW QUESTIONS TO ASK LOCAL GOVERNMENT CANDIDATES."- PUBLISHED 32 ARTICLES/BLOGS ON THE TOPIC OF LEADERSHIP; LAUNCHED AND DISTRIBUTED ACTING MANAGER'S HANDBOOK AND CREATED A NEW ASK AN ICMA MANAGER BLOG SERIES TO ENGAGE MEMBERS IN WRITING PIECES FOR THE ICMA BLOG.- PARTNERED WITH THE PUBLIC TECHNOLOGY INSTITUTE FOR CYBERSECURITY AWARENESS MONTH AND DEVELOPED THREE CHECKLISTS FOR MEMBERS TO DOWNLOAD AS A RESOURCE; PARTNERED WITH THE NATIONAL ALLIANCE TO END HOMELESSNESS FOR NATIONAL HUNGER AND HOMELESSNESS AWARENESS WEEK.- MEDIA OUTREACH THAT RESULTED IN EXTREMELY SUCCESSFUL COVERAGE INCLUDED ICMA'S CYBERSECURITY SURVEY, WHICH GENERATED MORE THAN 300 MILLION MEDIA IMPRESSIONS IN MORE THAN A DOZEN NATIONAL AND TRADE PUBLICATIONS INCLUDING AN OP-ED PIECE IN THE NEW YORK TIMES AUTHORED BY, "HOW LOCAL GOVERNMENTS CAN PREVENT CYBERATTACKS". 3212971 132370 2326786 20105500 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 87 0 1 131 1 1 1 1 AF RP KV 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AR CA CT IL MA ME MS NC NH OK OR PA SC TN UT WA WI X SABINA AGARUNOVA 2029623547 777 NORTH CAPITOL STREET NE NO 500 WASHINGTON DC 200024201 DAVID C JOHNSTONE PRESIDENT 5.00 X X 0 0 0 KAREN E PINKOS PRESIDENT-ELECT 5.00 X X 0 0 0 LEE R FELDMAN PAST PRESIDENT 5.00 X X 0 0 0 TIM A ANDERSON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 DENNIS A HOVENDEN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 FRANS G MENCKE REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 WALLY BOBKIEWICZ REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 PATRICK E KLEIN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 LON D PLUCKHAHN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 HEATHER M GEYER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 JAMES G JAYNE REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 BERT LUMBRERAS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 CARLOS P BAIA REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MATTHEW W HART REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 STEPHANIE J MASON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 W LANE BAILEY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 EDWARD R DRIGGERS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 CARL HARNESS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MARTHA J BENNETT REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 BRUCE E CHANNING REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MARIA A HURTADO REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MARC OTT EXECUTIVE DIRECTOR 37.50 2.50 X 497646 866 48145 UMA RAMESH CHIEF OPERATING OFFICER 37.50 0.50 X 267458 0 50430 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 37.50 X 174610 0 39066 DAVID GROSSMAN DIR. INTERNATIONAL PROGRAMS 37.50 1.00 X 203721 0 28446 MARTHA PEREGO DIRECTOR, ETHICS 37.50 X 179760 0 30882 ELLEN FOREMAN DIR. BRAND MGMT & MKT COMM 37.50 X 164141 0 25759 TAD MCGALLIARD DIR, RESEARCH & TECH ASST 37.50 X 145069 0 35232 JUNIPER THREN DIR, BUSINESS APP & TECH 37.50 X 151248 0 28718 MARIS MIKELSONS CHIEF OF PARTY 40.00 X 172842 0 5684 BONNIE KARNS DIR, HR AND OFFICE ADMINISTRATION 37.50 X 147937 0 27105 2104432 866 319467 14 0 1 0 INSTITUTE FOR SUSTAINABLE COMMUNITIES 535 STONE CUTTERS WAY MONTPELIER VT 05602 TECHNICAL SUBCONTRACT SERVICES 789219 PSAV AUDIO VISUAL SERVICE GROUP INC 23918 NETWORK PLACE CHICAGO IL 60673 AUDIOVISUAL EQUIP. & EVENTS TECHNOLOGY 456171 THE RK CULINARY GROUP LLC PO BOX 1361 SAN ANTONIO TX 78295 EVENTS PLANNING & HOSPITALITY SERVICES 410530 PC CONNECTION 730 MILFORD RD MERRIMACK NH 03054 IT PRODUCTS SOLUTIONS & SERVICES 287821 THE FREEMAN COMPANY LLC 1600 VICERORY SUITE 100 DALLAS TX 75235 EVENTS DESIGN AND PLANNING SERVICES 235780 6 12337968 1256157 13594125 MEMBERSHIP DUES 900099 5749802 5749802 PROFESSIONAL DEVELOPMENT 900099 3335680 3335680 RESEARCH/INFORMATION 900099 1410773 1410773 PROGRAM SERVICE REVENUE 900099 918728 918728 MEMBERSHIP PUBLICATIONS 900099 673931 673931 242082 242082 12330996 766745 766745 2518706 2518706 1143194 1120529 22665 22665 22665 1018488 933352 4626 85136 -4626 80510 80510 OTHER REVENUE 900099 132166 132166 132166 29445913 12088914 242082 3520792 X 754288 754288 54327 54327 208087 208087 1547280 300728 1246552 7136638 5154930 1742352 239356 537086 315225 202906 18955 2644642 1543118 1018273 83251 693457 370390 302677 20390 122905 122905 76000 76000 179802 179802 3418522 2671347 747175 8812 8812 891380 736283 143202 11895 228047 27471 200576 22627 22627 1219646 791894 392431 35321 1930517 1655795 227569 47153 1604628 1499291 99539 5798 248 248 469701 469701 118694 12955 105739 UBIT RELATED TAXES 28796 28796 FIELD OFFICE EXPENSES 3643762 3643762 CREDIT CARD FEES 168636 168636 MEMBERSHIPS & SUBS. 117584 104618 12966 294149 229552 64247 350 28120261 20105500 7372490 642271 22367 27161 10844682 9253134 3071482 2688240 1131693 1087112 734970 1142977 4334285 1729621 2472037 2604664 3101326 6251907 21378557 23055195 4294988 3858749 4552524 5390020 51471 46688 8898983 9295457 X 9577628 10711711 2901946 3048027 12479574 13759738 21378557 23055195 1325652 -45488 0 X 0 1 X 1 1 1 X 18604016 11663124 20114072 20001765 13594125 83977102 12985470 11635947 11877832 11540977 12088914 60129140 31589486 23299071 31991904 31542742 25683039 144106242 18170 9495 13691 8448 5524 55328 0 18170 9495 13691 8448 5524 55328 144050914 1981477 2074702 2134330 3505888 4428645 14125042 1981477 2074702 2134330 3505888 4428645 14125042 111531 77567 77507 82845 349450 71900 128826 132000 133380 132166 598272 33642863 25614130 34335801 35259517 30326695 159179006 0.90500 0.92420 0.08870 0.07190 X 0 1 0 0 0 1 132370 0 0 1 7530 139900 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 COLLECTS AND HIGHLIGHTS EXAMPLES OF COMMUNITIES THAT HAVE BEEN SUCCESSFUL WHILE OPERATING UNDER THE COUNCIL-MANAGER FORM AND PROFESSIONAL LOCAL GOVERNMENT MANAGEMENT; DEVELOPS AND DISSEMINATES RELATED EDUCATIONAL MATERIALS; AND RESPONDS TO REQUESTS FOR LIMITED FINANCIAL ASSISTANCE FROM LEGITIMATE RESIDENT GROUPS THAT ARE INVOLVED IN FORM OF GOVERNMENT ADOPTION/RETENTION EFFORTS. IN FISCAL YEAR 2018, ICMA USED AVAILABLE STATISTICS, RESEARCH, AND DATA TO DEVELOP A NUMBER OF OPINION PIECES AND EDITORIALS THAT ADVOCATED RETENTION OF THE CITY MANAGER'S AUTHORITY (SAN ANTONIO, TX), AND SUPPORTED RETENTION (CLEARWATER, FL) AND ADOPTION (AMHERST, MA) OF THE COUNCIL-MANAGER FORM OF GOVERNMENT, TO NAME A FEW EFFORTS. ICMA STAFF ALSO ASSISTED WITH IDENTIFYING POTENTIAL SPEAKERS FOR PUBLIC FORUMS AND REIMBURSING THE TRAVEL EXPENSES OF THOSE INDIVIDUALS. FINALLY, DURING FISCAL YEAR 2018, ICMA PROVIDED A CONTRIBUTION TO THE STATE AND LOCAL LEGAL CENTER, AN ADVOCACY ORGANIZATION THAT FILES AMICUS CURIAE BRIEFS IN SUPPORT OF STATES AND LOCAL GOVERNMENTS IN THE U.S. SUPREME COURT, CONDUCTS MOOT COURTS FOR ATTORNEYS ARGUING BEFORE THE SUPREME COURT, AND PROVIDES OTHER ASSISTANCE TO STATES AND LOCAL GOVERNMENTS IN CONNECTION WITH SUPREME COURT LITIGATION. IN ADDITION, IN FISCAL YEAR 2018, ICMA PROVIDED FUND CONTRIBUTION IN SUPPORT OF COALITION OF STATE & AND LOCAL GOVERNMENT (AMERICANS AGAINST DOUBLE TAXATION) THAT IS DEDICATED TO PROTECTING THE STATE AND LOCAL TAX DEDUCTION (SALT), A FEDERAL TAX DEDUCTION CLAIMED BY 44 MILLION AMERICAN TAXPAYERS THAT SUPPORTS VITAL INVESTMENTS IN INFRASTRUCTURE, PUBLIC SAFETY, HOME OWNERSHIP, AND EDUCATION. 454448 275902 178546 3789717 1395017 2394700 90120 58702 31418 2604664 SUBTENANT DEPOSITS 46688 46688 X 31322966 -45488 797386 1125155 1877053 29445913 0 29445913 30042802 797386 1125155 1922541 28120261 0 28120261 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2018, 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 1,120,529. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 8B. LOSS ON SALE OF ASSETS REPORTED AS EXPENSE ON THE FINANCIAL 4,626. 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 1,120,529. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 8B. LOSS ON SALE OF ASSETS REPORTED AS EXPENSE ON THE FINANCIAL 4,626. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 7B. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 9 PROGRAM SERVICES MUNICIPAL GOVERNANCE 2002521 EAST ASIA AND THE PACIFIC 1 23 PROGRAM SERVICES MUNICIPAL GOVERNANCE 4100503 MIDDLE EAST AND NORTH AFRICA 0 4 PROGRAM SERVICES MUNICIPAL GOVERNANCE 1287462 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES MUNICIPAL GOVERNANCE 144669 SOUTH ASIA 1 20 PROGRAM SERVICES MUNICIPAL GOVERNANCE 1383629 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES MUNICIPAL GOVERNANCE 316879 EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICES MUNICIPAL GOVERNANCE 69672 NORTH AMERICA 0 0 PROGRAM SERVICES MUNICIPAL GOVERNANCE 6152 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 140191 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 10132 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 57764 4 58 0 0 4 58 9311487 208087 9519574 EAST ASIA AND THE PACIFIC STRENGTHENING URBAN RESILIENCE FOR GROWTH AND EQUIT (SURGE) PROGRAM 10132 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN PLANNING FOR CLIMATE CHANGE ADAPTATION PROGRAM 5437 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN PLANNING FOR CLIMATE CHANGE ADAPTATION PROGRAM 9081 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN PLANNING FOR CLIMATE CHANGE ADAPTATION PROGRAM 13524 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN PLANNING FOR CLIMATE CHANGE ADAPTATION PROGRAM 8745 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN PLANNING FOR CLIMATE CHANGE ADAPTATION PROGRAM 5918 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN PLANNING FOR CLIMATE CHANGE ADAPTATION PROGRAM 21832 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN PLANNING FOR CLIMATE CHANGE ADAPTATION PROGRAM 39608 WIRE TRANSFER EUROPE ICMA EUROPE GRANT 57764 WIRE TRANSFER 0 9 MUNICIPAL GRANTS CENTRAL AMERICA AND THE CARIBBEAN 15 29379 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 SENIOR PROJECT FINANCE MANAGER AND FIELD OFFICE OPERATIONS & FINANCE MANAGER FUNDS ARE ALSO MONITORED BY PROJECT MANAGERS. 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 BROOKE MOORE 6505 COCKERILLE AVE TAKOMA PARK MD 20912 PROPOSAL DEVELOPMENT 0 0 6450 -6450 CECILIA CIEPIELA-KAELIN 1412 N WAKEFIELD STREET ARLINGTON VA 22207 PROPOSAL DEVELOPMENT 0 0 35831 -35831 VERA ORLOFF 1231 W 45TH STREET LOS ANGELES CA 90037 PROPOSAL DEVELOPMENT 0 0 20700 -20700 SHARADA JNAWALI 46 NAYABASTI MARG BALUWATAR NP KATHMANDU PROPOSAL DEVELOPMENT 0 0 10511 -10511 STEPHEN W GIDDINGS 8822 COLD SPRING ROAD POTOMAC MD 20854 PROPOSAL DEVELOPMENT 0 0 19333 -19333 VISAR KELMENDI ZEF JUBANI 11/7 TIRANA AL 1000 PROPOSAL DEVELOPMENT 0 0 7580 -7580 ELEVATE LLC 806 7TH ST NW 301 WASHINGTON DC 20001 PROPOSAL DEVELOPMENT 0 0 60000 -60000 160405 -160405 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 INSTITUTE FOR SUSTAINABLE COMMUNITIES 888 17TH ST NW 610 WASHINGTON DC 20006 223098727 501(C)(3) 386209 CITY-TO-CITY LINK PARTNERSHIP PROGRAM THE LOUIS BERGER GROUP INC 412 MOUNT KEMBLE AVENUE MORRISTOWN NJ 07960 221754524 81623 STRENGTHENING URBAN RESILIENCE FOR GROWTH AND EQUITY (SURGE) PROGRAM BANYAN GLOBAL INC 1120 20TH STREET NW SUITE 950 WASHINGTON DC 20036 202926200 38981 STRENGTHENING URBAN RESILIENCE FOR GROWTH AND EQUITY (SURGE) PROGRAM HARVARD KENNEDY SCHOOL HKS EXEC EDUCATION 79 JFK ST CAMBRIDGE MA 02138 042103580 501(C)(3) 32200 HARVARD KENNEDY SCHOLARSHIP INSTITUTE FOR BUILDING TECHNOLOGY AND SAFTEY 45207 RESEARCH PL ASHBURN VA 20147 541963889 501(C)(3) 22800 PUERTO RICO MUNICIPAL DISASTER RECOVERY PROGRAM THE SOLAR FOUNDATION 1717 PENNSYLVANIA AVE NW WASHINGTON DC 20006 521089260 24002 SOLARSMART AMERICA CITIES PROGRAM ICF INCORPORATED 9300 LEE HIGHWAY FAIRFAX VA 22031 520893615 19168 PLANNING FOR CLIMATE CHANGE ADAPTATION PROGRAM NATIONAL RESEARCH CENTER 2955 VALMONT ROAD STE 300 BOULDER CO 80301 841286124 16935 PUERTO RICO MUNICIPAL DISASTER RECOVERY PROGRAM IT'S TIME SARATOGA PO BOX 300 SARATOGO SPRINGS NY 12866 821438921 20000 COUNCIL-MANAGER FORM OF GOVERNMENT ADOPTION SUPPORT NO BOSS MAYOR 3062 SHOAL CREEK VILLAGE DR LAKELAND FL 33803 352587494 71300 COUNCIL-MANAGER FORM OF GOVERNMENT ADOPTION SUPPORT 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 AMERICANS AGAINST DOUBLE TAXATION 660 N CAPITOL STREET NW STE 400 WASHINGTON DC 20001 823063357 15000 SUPPORT OF COALITION OF STATE AND LOCAL GOVERNMENT ORGANIZATIONS (CONTINUED ON PART IV) 4 8 SCHOLARSHIPS TO PAY FOR TRAVEL, LODGING, AND REGISTRATION OF SELECT ICMA CONFERENCE ATTENDEES 24 32484 HANSELL AWARD STIPEND 3 9000 KEANE AWARD STIPEND 1 5000 BABS ELWEL AWARD STIPEND 2 2000 JOHN GARVEY SCHOLARSHIP FUND 1 2293 KENNEDY SHAW SCHOLARSHIP FUND 1 1800 LEGACY SCHOLARSHIP FUND 1 1750 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 RATE 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 AND YOUNG PROFESSIONALS WHO SEEK TO GAIN AN INTERNATIONAL EXPERIENCE MANAGEMENT PROSPECTIVE. THE ASSOCIATIONS 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. PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: AMERICANS AGAINST DOUBLE TAXATION (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT OF COALITION OF STATE AND LOCAL GOVERNMENT ORGANIZATIONS DEDICATED TO PROTECTING THE STATE AND LOCAL TAX DEDUCTION (SALT) X X 1 1 X X 0 0 0 0 0 0 0 1 0 MARC OTT EXECUTIVE DIRECTOR 468926 866 670 0 28050 0 23091 0 25054 0 545791 866 0 0 UMA RAMESH CHIEF OPERATING OFFICER 213408 0 26000 0 28050 0 31950 0 18480 0 317888 0 0 0 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 140266 0 13500 0 20844 0 19671 0 19395 0 213676 0 0 0 DAVID GROSSMAN DIR. INTERNATIONAL PROGRAMS 163188 0 13500 0 27033 0 21462 0 6984 0 232167 0 0 0 MARTHA PEREGO DIRECTOR, ETHICS 142210 0 13500 0 24050 0 20531 0 10351 0 210642 0 0 0 ELLEN FOREMAN DIR. BRAND MGMT & MKT COMM 127578 0 13500 0 23063 0 16069 0 9690 0 189900 0 0 0 TAD MCGALLIARD DIR, RESEARCH & TECH ASST 126190 0 13500 0 5379 0 16109 0 19123 0 180301 0 0 0 JUNIPER THREN DIR, BUSINESS APP & TECH 117420 0 13500 0 20328 0 14785 0 13933 0 179966 0 0 0 MARIS MIKELSONS CHIEF OF PARTY 149413 0 0 0 23429 0 2273 0 3411 0 178526 0 0 0 BONNIE KARNS DIR, HR AND OFFICE ADMINISTRATION 132159 0 13500 0 2278 0 11621 0 15484 0 175042 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE WAS PROVIDED TO ICMA EXECUTIVE DIRECTOR, MARC OTT, FOR THE FIRST TWELVE (12) MONTHS OF THE HIS EMPLOYMENT EFFECTIVE OCTOBER 31, 2016. HOUSING ALLOWANCE IS INCLUDED IN TAXABLE WAGES. ADDITIONALLY, ICMA EXECUTIVE DIRECTOR WAS PROVIDED COMPENSATION FOR COMPANION TRAVEL, WHICH WAS INCLUDED IN TAXABLE WAGES. PART I, LINE 7 SEE PART II FOR THE BONUSES LISTED ON PART VII. FORM 990, PART III, LINE 4A SIGNIFICANT PROGRAM ACCOMPLISHMENTS: - ORGANIZED A STUDY TOUR TO BEIJING, QINGDAO, SHENZHEN, XI'AN, AND SURROUNDING CITIES FOR A DELEGATION OF APPROXIMATELY 20 PARTICIPANTS FROM LOCAL GOVERNMENT, THE PRIVATE SECTOR, AND TECHNICAL EXPERTS. HOSTED FIVE TRAINING PROGRAMS IN THE U.S. FOR CHINESE LOCAL GOVERNMENT AND PRIVATE SECTOR PROFESSIONALS FROM GUANGDONG PROVINCE, SHAANXI LAND GROUP, SHAANXI PROVINCE HUMAN RESOURCES AND SOCIAL SECURITY, JINAN URBAN PLANNING AND DESIGN INSTITUTE, AND CHINA CENTER FOR URBAN DEVELOPMENT. HELD A FULL-DAY PRE-CONFERENCE CHINA SESSION DURING THE NATIONAL BROWNFIELDS CONFERENCE FEATURING BROWNFIELDS EXPERTS FROM BOTH CHINA AND THE U.S. - OFFERED STUDY TOURS, PEER-TO-PEER CITYLINKS EXCHANGES, AND THE PROFESSIONAL FELLOWS PROGRAM. SIGNED NEW AFFILIATION AGREEMENT WITH THE CENTER FOR EXPERTISE BELGIUM. THROUGH THE INTERNATIONAL MANAGEMENT EXCHANGE PROGRAM, MATCHED TWO AMERICANS WITH COUNTERPARTS IN NEW ZEALAND AND AUSTRALIA. IDENTIFIED TWO ICMA MEMBERS FOR PARTICIPATION IN THE COUNCIL OF LOCAL AUTHORITIES FOR INTERNATIONAL RELATIONS (CLAIR) FELLOWSHIP EXCHANGE PROGRAM ORGANIZED BY THE JAPAN LOCAL GOVERNMENT CENTER. THE TRANTER-LEONG SCHOLARSHIP WAS LAUNCHED, OFFERING TWO SCHOLARSHIPS PER YEAR FOR ICMA MEMBERS TO EXPAND THEIR INTERNATIONAL HORIZONS. - ORGANIZED THE 2017 BROWNFIELDS CONFERENCE, WHICH ATTRACTED NEARLY 2,400 ATTENDEES, IN PITTSBURGH, THROUGH A LONG-TIME PARTNERSHIP WITH THE U.S. ENVIRONMENTAL PROTECTION AGENCY. - THROUGH THE SOLSMART PROGRAM, A $3.4M COOPERATIVE AGREEMENT FUNDED BY THE U.S. DEPARTMENT OF ENERGY, MORE THAN 200 COMMUNITIES HAVE ACHIEVED SOLSMART DESIGNATION, MAKING IT EASIER TO GO SOLAR. - HELD THE FINAL EVENT FOR THE PLANNING FOR CLIMATE ADAPTATION PROJECT IN THE DOMINICAN REPUBLIC. IN ADDITION TO COMPLETING FOUR CLIMATE-ADAPTED PARTICIPATORY LAND USE PLANS, THREE MUNICIPALITIES HAVE DEVELOPED ORDINANCES FOR THE PLAN'S IMPLEMENTATION WHICH WILL REGULATE THEIR LAND USE. - PLACED 57 PROFESSIONAL FELLOWS FROM SOUTHEAST ASIA WITH 25 LOCAL GOVERNMENTS AND NONPROFITS ACROSS THE U.S. AND SENT 20 U.S. PARTICIPANTS, INCLUDING ICMA MEMBERS, TO SOUTHEAST ASIA ON THE U.S. OUTBOUND EXCHANGES. - THE SURGE PROJECT IN THE PHILIPPINES CONTINUED WORK IN THE EIGHT PARTNER CITIES AS WELL AS THE CITY OF MARAWI. ACCOMPLISHMENTS INCLUDED ADVANCES ON LOCAL ADAPTATION PLANS, IMPROVING WATER AND SANITATION SERVICES AND PLANNING, STREAMLINING BUSINESS PERMITTING PROCESSES, IMPROVING LAND TENURE STRATEGIES AND PROPERTY RIGHTS RECOGNITION, ASSET MANAGEMENT, SUPPORTING ORGANIZATIONAL AND MARKETING DEVELOPMENT FOR SELECTED PRIVATE SECTOR INDUSTRIES, AND FORMULATING STRATEGIES FOR TOURISM PROMOTION. IN MARAWI, THE FOCUS IS ON REBUILDING WATER SYSTEMS THAT WERE DAMAGED IN THE FIGHTING AND SUPPORTING THE BUSINESS COMMUNITY TO GET BACK UP AND OPERATIONAL. - AS PART OF THE DEPARTMENT OF HOMELAND SECURITY AND FEMA FUNDED SUBAWARD FROM THE RAND CORPORATION, CONDUCTED GOVERNANCE AND SERVICE DELIVERY ASSESSMENTS IN ALL 78 LOCAL GOVERNMENTS OF THE COMMONWEALTH OF PUERTO RICO TO GATHER INFORMATION FOR THE GOVERNOR'S RECOVERY PLAN PRESENTED TO CONGRESS IN AUGUST 2018. THE PROJECT INCLUDED THE PARTICIPATION OF PRO BONO ICMA MEMBERS, STAFF FROM THE INSTITUTE FOR BUILDING TECHNOLOGY AND SAFETY (IBTS), AND ICMA STAFF WHO CONDUCTED THE ASSESSMENTS IN SPANISH WITH LOCAL LEADERS, IN PARTNERSHIP WITH UNIVERSITY OF PUERTO RICO STUDENTS AND FACULTY. FOR MORE INFORMATION, PLEASE REFER TO ICMA'S FY 2018 ANNUAL REPORTS, "I AM ICMA" VIDEO REPORT AND "2018 ANNUAL REPORT", FOUND HERE: HTTPS://ICMA.ORG/ANNUAL-REPORTS. FORM 990, PART III, LINE 4B SIGNIFICANT PROGRAM ACCOMPLISHMENTS: - LAUNCHED A NEW FACEBOOK PAGE FOR STUDENT CHAPTERS (79 DOMESTIC AND 1 INTERNATIONAL). CONDUCTED BEST CHAPTER EVENT COMPETITION, WITH AWARD PROVIDING TRAVEL FUNDS TO THE ICMA ANNUAL CONFERENCE. COMPLETED NEW CHAPTER TOOLKIT. LAUNCHED SOCIAL MEDIA STRATEGY TO ENGAGE WITH STUDENT MEMBERS. CHAPTERS HOSTED EVENTS ON TOPICS INCLUDING BUILDING COMMUNITIES OF INCLUSION, WOMEN OF COLOR IN LOCAL GOVERNMENT, AND CYBERSECURITY AND MANAGEMENT IN THE DIGITAL AGE. CONTINUED OUTREACH TO HISTORICALLY BLACK COLLEGES AND UNIVERSITIES AND HISPANIC-SERVING INSTITUTIONS. AWARDED SCHOLARSHIPS TO 34 STUDENTS TO ATTEND THE ICMA REGIONAL CONFERENCES. - THE LOCAL GOVERNMENT MANAGEMENT FELLOWS (LGMF) PROGRAM, WHICH PROVIDES AN ENTRY INTO THE PROFESSION TO APPLICANTS, CONTINUED TO ATTRACT TALENTED INDIVIDUALS. THE PROGRAM HAS BEEN EXPANDED TO INCLUDE THE VETERAN'S LOCAL GOVERNMENT MANAGEMENT FELLOWSHIP. RECRUITED 61 DIVERSE APPLICANTS AND PLACED 34 FELLOWS IN 30 COMMUNITIES. ADDED NATIONAL ASSOCIATION OF COUNTY ADMINISTRATORS (NACA) AS AN LGMF PROGRAM PARTNER. - CONTINUED TO EXPAND THE ICMA NATIONAL COACHING PROGRAM, WHICH ATTRACTS LOCAL GOVERNMENT PROFESSIONALS TO ACCESS THE FREE PROFESSIONAL DEVELOPMENT OFFERED BY ICMA. THE ONLINE COACHCONNECT TOOL HAS 214 COACHES REGISTERED, INCLUDING 90 WOMEN, WITH MORE THAN 88 COACHING ENGAGEMENTS COMPLETED IN FY 2018 AND 62 IN PROGRESS. - CONTINUED WORK ON ADVANCING DIVERSITY AND INCLUSION IN THE PROFESSION. DEVELOPED A ROBUST CONFERENCE TRACK ON DIVERSITY AND INCLUSION AND SPONSORED EVENTS ON EQUITY DELIVERED BY OTHER ORGANIZATIONS. MORE THAN A DOZEN EDUCATIONAL SESSIONS, LEARNING LABS, SPECIAL SESSIONS, AND SPECIAL EVENTS FEATURING ISSUES OF EQUITY AND INCLUSION WERE INTEGRATED INTO THE 2017 ANNUAL CONFERENCE PROGRAM. LAUNCHED A NEW EQUITY AND INCLUSION TRACK IN THE ICMA UNIVERSITY'S LOCAL GOVERNMENT (LG) 101 ONLINE CERTIFICATE PROGRAM. COORDINATED A STAND-ALONE EVENT, TAKING CONTROL OF YOUR SUCCESS, WITH TEXAS CHAPTERS OF WOMEN LEADING GOVERNMENT IN AUSTIN, TX. DRAFTED A TOOLKIT TO BUILD SKILLS AND COMMON PRACTICES AROUND EQUITY AND INCLUSION. SPONSORED AND REPRESENTED ICMA AT KANSAS STATE UNIVERSITY'S INSPIRING WOMEN IN PUBLIC ADMINISTRATION CONFERENCE FOR THIRD CONSECUTIVE YEAR AND CO-SPONSORED THE UNIVERSITY OF NORTH CAROLINA ENGAGING WOMEN CONFERENCE. LAUNCHED THE COMMUNITY DIVERSITY AND INCLUSION AWARD AS A NEW ANNUAL LOCAL GOVERNMENT EXCELLENCE AWARD CATEGORY. DESIGNED AND LAUNCHED THE #SHELEADSGOV MARKETING CAMPAIGN TO PROMOTE WOMEN IN MANAGEMENT AND OTHER LOCAL GOVERNMENT LEADERSHIP ROLES. - CONTINUED ICMA'S LONG-STANDING EFFORTS TO ENGAGE WITH THE U.S. ARMY INSTALLATION COMMAND BY LAUNCHING THE CITY-COUNTY MANAGEMENT SENIOR FELLOWSHIP PROGRAM (CMSFP), FORMERLY KNOWN AS THE GARRISON COMMAND PROGRAM, WITH 10 DEPARTMENT OF DEFENSE FELLOWS PARTICIPATING. - COMPLETED THE RESOURCES FOR THE ACTING OR INTERIM MANAGER GUIDE. RECRUITED TASK FORCE MEMBERS AND BEGAN WORK ON TWO NEW GUIDES ON DEPUTY MANAGER SUCCESS AND RESOURCE(S) FOR VETERANS TRANSITIONING TO LOCAL GOVERNMENT, TO BE FINALIZED BY THE 2018 ANNUAL CONFERENCE IN BALTIMORE. - COMPLETED THE REVIEW AND UPDATE OF TENET 4 OF THE ICMA CODE OF ETHICS WITH NEW TENET LANGUAGE, REVISION OF THE LENGTH OF SERVICE GUIDELINE, AND THE DEVELOPMENT OF TWO NEW GUIDELINES TO REINFORCE THE MEMBER'S RESPONSIBILITY TO BE INCLUSIVE AND TO CONSIDER THE IMPACT OF DECISIONS ESPECIALLY IF SPECIFIC GROUPS MAY BE DISPROPORTIONATELY HARMED OR HELPED. - DEVELOPED A NEW E-BOOK, ETHICS MATTER! ADVICE FOR PUBLIC MANAGERS, FOR RELEASE IN AUGUST 2018. THIS E-BOOK WILL BE A NEW MEMBER BENEFIT, AVAILABLE FREE OF CHARGE TO ICMA MEMBERS. 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 B, LINE 11B A DRAFT OF THE FORM 990 WAS PROVIDED TO THE AUDIT COMMTTEE 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, THE BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. IN ACCORDANCE WITH ICMA'S CONFLICT OF INTEREST POLICY, ANY SUSPECTED INSTANCES OF CONFLICT OF INTEREST WILL BE THOROUGHLY INVESTIGATED BY ICMA'S DIRECTOR OF HUMAN RESOURCES. 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 AUDIT AND EVALUATION COMMITTEE. VARIOUS SALARY COMPARISONS OF EXECUTIVE DIRECTORS OF OTHER COMPARABLE ORGANIZATIONS IS PROVIDED ANNUALLY TO THE AUDIT AND EVALUATION COMMITTEE. THE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS WHICH VOTES ON THE RECOMMENDATION. THE RESULT IS THEN COMMUNICATED TO THE HR DIRECTOR AND THE CHIEF FINANCIAL OFFICER. THE LAST COMPENSATION REVIEW WAS IN OCTOBER 2017. FOR THE OTHER OFFICERS AND KEY EMPLOYEES, THE HUMAN RESOURCES DIRECTOR ENSURES THAT SALARIES OF ICMA STAFF ARE IN LINE WITH THE MARKET PLACE AND ADJUSTMENTS ARE MADE WHERE NEEDED. PERIODICALLY AN INDEPENDENT FIRM IS ASKED TO REVIEW THE JOB CLASSIFICATIONS AND SALARIES TO ENSURE THEY ARE WITHIN AN APPROPRIATE RANGE. THE LAST STUDY WAS DONE IN FY 2016 WITH ADJUSTMENTS MADE AS NECESSARY. ALL COMPENSATION PAID IS WITHIN THE BOARD'S APPROVED BUDGET. 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 1,164,458. MANAGEMENT AND GENERAL EXPENSES 712,408. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,876,866. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 1,319,047. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,319,047. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 109,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,594. HONORARIUM FEES: PROGRAM SERVICE EXPENSES 46,889. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,889. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 31,359. MANAGEMENT AND GENERAL EXPENSES 34,767. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,126. INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORP 777 N CAPITAL ST NE 600 WASHINGTON DC 20002 237268394 HELPING PUBLIC SECTOR EMPLOYEES BUILD RETIREMENT SECURITY DE 501(C)(3) LINE 11 INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION 0 ICMA EUROPE PESTOVATELSKA 2 821-04 BRATOSLAVA LO ADVNACE 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 CAPITAL ST NE STE 600 WASHINGTON DC 20002 521655825 REIT HOLDING THE HEADQUARTERS MD INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION C 3238094 9404685 0.33330 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION A 3303711 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC F 620000 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC K 2300662 FMV ICMA EUROPE B 57764 FMV