2025-05-14T11:58:13-05:00 2024-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 362167755 INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION INTE 2029623680 777 NORTH CAPITOL STREET NE 500 WASHINGTON DC 200024201 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 2029623680 2025-05-14 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2025-03-06 01:10:19Z JULIA D NOVAK 777 NORTH CAPITOL STREET NE 500 WASHINGTON DC 200024201 35539393 0 X WWW.ICMA.ORG X 1914 IL TO ADVANCE PROFESSIONAL LOCAL GOVERNMENT THROUGH LEADERSHIP, MANAGEMENT, INNOVATION, AND ETHICS. 21 21 110 893 290833 48492 10943920 12169887 13250459 13417189 1090479 1573475 2198341 2342067 27483199 29502618 1238071 1075681 0 0 11978449 13421968 46242 50678 306043 13755508 15530628 27018270 30078955 464929 -576337 33668757 35279432 14203616 15474626 19465141 19804806 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 9201530 1075680 342883 SERVICES TO LOCAL GOVERNMENTS:GLOBAL PROGRAMS- THE UNITED STATES AGENCY FOR INTERNATIONAL DEVELOPMENT (USAID) EFFICIENT, EFFECTIVE, AND STRONG GOVERNANCE (ERAT) PROGRAM CONTINUED WORK TO STRENGTHEN LOCAL GOVERNANCE AND FISCAL MANAGEMENT WITHIN 30 DISTRICT GOVERNMENTS ACROSS INDONESIA. - THE USAID PHILIPPINES CITIES FOR ENHANCED GOVERNANCE AND ENGAGEMENT (CHANGE) PROGRAM SUPPORTED LOCAL GOVERNMENT SERVICE DELIVERY IN SEVERAL SECONDARY CITIES ACROSS THE COUNTRY.- AS A SUBCONTRACTOR TO TETRA TECH, ICMA IMPLEMENTED USAID'S CLEAN CITIES, BLUE OCEAN (CCBO) PROGRAM, PROVIDING GOVERNANCE AND CAPACITY-BUILDING TOOLS AND TECHNICAL ASSISTANCE, (SEE SCHEDULE O), INCLUDING A NEW SKIL TECHNICAL MANUAL FOR LOCAL GOVERNMENT OFFICIALS. THE PROJECT CONCLUDED IN JUNE 2024.- HOSTED MORE THAN 50 YOUNG PROFESSIONALS FROM 11 COUNTRIES WORKING IN SUSTAINABLE DEVELOPMENT AND THE ENVIRONMENT AS A PART OF THE YOUNG SOUTHEAST ASIAN LEADERS INITIATIVE PROFESSIONAL FELLOWS PROGRAM FUNDED BY THE U.S. DEPARTMENT OF STATE.- THE USAID CENTRAL TIBETAN ADMINISTRATION CAPACITY BUILDING AND SUSTAINABILITY INITIATIVE (CTA-CBSI) PROGRAM GREW THE CAPABILITIES OF CTA TO PROVIDE BETTER SERVICES TO THEIR COMMUNITY RESIDENTS.- THE U.S. DEPARTMENT OF ENERGY-FUNDED SOLSMART PROGRAM DESIGNATED MANY COMMUNITIES IN 2024, RECOGNIZING THEM FOR IMPLEMENTING BEST PRACTICES IN SOLAR PLANNING, POLICY, AND MARKET DEVELOPMENT. THE PROGRAM ALSO TRAINED HUNDREDS OF LOCAL LEADERS IN SOLAR PERMITTING, INSPECTION, PLANNING, ZONING, AND RELATED TOPICS.- IN COORDINATION WITH NEW YORK UNIVERSITY LANGONE HEALTH, ICMA PRESENTED CITY HEALTH DASHBOARD SESSIONS AT THE ICMA ANNUAL CONFERENCE, WHILE ALSO ENCOURAGING ITS USE BY LOCAL GOVERNMENT PROFESSIONALS. - COMPLETED THE TECHNICAL ASSISTANCE TO BROWNFIELDS COMMUNITIES PROGRAM FOR EPA REGION 4 (KENTUCKY, TENNESSEE, NORTH CAROLINA, SOUTH CAROLINA, GEORGIA, FLORIDA, ALABAMA, AND MISSISSIPPI), PROVIDING TECHNICAL ASSISTANCE TO LOCAL, REGIONAL, AND STATE GOVERNMENTS, NONPROFIT ORGANIZATIONS, AND OTHER ENTITIES TO HELP PUT LAND INTO PRODUCTIVE USE. - ICMA IS A CONTRACTING PARTNER WITH THE INTERNATIONAL ECONOMIC DEVELOPMENT COUNCIL ON THE U.S. ECONOMIC DEVELOPMENT ADMINISTRATION-FUNDED ECONOMIC RECOVERY CORPS, WHICH PLACES MID-CAREER FELLOWS IN UNDER-RESOURCED COMMUNITIES NATIONWIDE TO TACKLE CRITICAL ECONOMIC RECOVERY ISSUES.- IMPLEMENTED PROGRAM ACTIVITIES AS PART OF THE THRIVING COMMUNITIES TECHNICAL ASSISTANCE CENTER (EJ TCTAC) FUNDED BY THE U.S. ENVIRONMENTAL PROTECTION AGENCY (EPA). ICMA PROVIDED TECHNICAL ASSISTANCE AND TRAINING SUPPORT TO COMMUNITIES AND NONPROFIT PARTNERS ACROSS THE UNITED STATES.- LAUNCHED NEW PROGRAMS WITH SUPPORT FROM THE U.S. DEPARTMENT OF ENERGY (DOE) TO HELP LOCAL GOVERNMENTS DESIGN LEADING PRACTICES IN PLANNING, ZONING, PERMITTING, INSPECTIONS, COMMUNITY ENGAGEMENT, AND FINANCING OF DISTRIBUTED WIND AND EV CHARGING PROJECTS. GLOBAL ENGAGEMENT - ICMA ORGANIZED AND HELD GLOBAL ENGAGEMENT COMMITTEE MEETINGS AND MEMBER EXCHANGES IN ALULA, SAUDI ARABIA, AND BRUGES AND HASSELT, BELGIUM. IN ADDITION, HELD ICMA EUROPE MEETINGS IN HASSELT, BELGIUM.- BEGAN IMPLEMENTING THE GLOBAL OPERATING MODEL APPROVED BY THE ICMA EXECUTIVE BOARD IN AUGUST 2023. - IMPLEMENTED NEW AGREEMENTS WITH GLOBAL LOCAL GOVERNMENT ORGANIZATIONS BASED ON RELATIONSHIP MODELS APPROVED BY THE ICMA EXECUTIVE BOARD IN DECEMBER 2023.- ORGANIZED AND SUPPORTED 15 GLOBAL SESSIONS AND EVENTS AT THE ICMA ANNUAL CONFERENCE IN AUSTIN, TEXAS. SUPPORTED THE PARTICIPATION OF OVER 80 INTERNATIONAL ATTENDEES.- LAUNCHED ICMA GOVERNANCE TASK FORCE IN AUGUST 2023 AND HELD REGULAR MEETINGS TO DISCUSS CHANGES TO ICMA'S GOVERNANCE MODEL. 6217813 4908545 PROFESSIONAL AND LEADERSHIP DEVELOPMENT:LEADERSHIP AND PROFESSIONAL DEVELOPMENT ARE KEY TO BUILDING THE CAPACITY OF OUR MEMBERS AND THOSE HOPING TO LEAD LOCAL GOVERNMENTS THROUGHOUT THE WORLD. AMONG SIGNIFICANT PROGRAM ACCOMPLISHMENTS IS THE IMPLEMENTATION OF MAJOR PROGRAMS IN THE NEW ICMA LEARNING MANAGEMENT SYSTEM (LMS), INCLUDING: - ELEVEN ICMA UNIVERSITY WEBINARS AND 28 STRATEGIC PARTNER-SPONSORED WEBINARS WITH COMBINED PARTICIPATION TOTALING 6,804. - EFFECTIVE SUPERVISORY PRACTICES 6-PART WEBINAR SERIES WITH 132 PARTICIPANTS. - TWO BUDGETING GUIDE 3-PART SERIES WITH A TOTAL OF 166 PARTICIPANTS. - FUNDAMENTALS IN LOCAL GOVERNMENT, (SEE SCHEDULE O), A SERIES OF 10 E-COURSES DESIGNED FOR EARLY-CAREER PROFESSIONALS WITH 44 TOTAL PARTICIPANTS. - PROVIDED ONLINE AND IN-PERSON CERTIFICATE AND MICRO CERTIFICATE PROGRAMS WITH 213 TOTAL PARTICIPANTS. - PRODUCED AND DELIVERED 17 MICRO CERTIFICATES AT THE ANNUAL CONFERENCE TO MORE THAN 584 PARTICIPANTS. - DELIVERED A SUCCESSFUL ICMA GETTYSBURG LEADERSHIP INSTITUTE WITH 35 PARTICIPANTS AND AN ADDITIONAL PROGRAM FOR A COHORT OF 11. LEARNING AND NETWORKING OPPORTUNITIES THROUGH CONFERENCES:TO SERVE THE LEADERSHIP AND PROFESSIONAL DEVELOPMENT NEEDS OF THE LOCAL GOVERNMENT COMMUNITY, ICMA HELD ITS 109TH ANNUAL CONFERENCE, SEPTEMBER 30-OCTOBER 4, 2023, IN AUSTIN, TEXAS, WITH 5,504 REGISTRANTS. THE CONFERENCE OFFERED 235 LEARNING OPPORTUNITIES, INCLUDING AN OPPORTUNITY TO PURCHASE ON DEMAND ACCESS TO THE SESSIONS, INCLUDING ALL FOUR GENERAL SESSIONS. THE 2024 ICMA LOCAL GOVERNMENT REIMAGINED CONFERENCES BROUGHT 640 MEMBERS AND NONMEMBERS TOGETHER FROM AROUND THE WORLD FOR THESE TWO EVENTS HELD IN BOSTON, MASSACHUSETTS, IN MARCH AND PALM DESERT, CALIFORNIA, IN JUNE 2024, WITH THE THEME OF "HOW AI IS RESHAPING THE LANDSCAPE OF LOCAL GOVERNANCE." THE 3RD ICMA EQUITY SUMMIT, WEAVING EQUITY INTO THE FABRIC OF LOCAL GOVERNMENT, WAS HELD VIRTUALLY JULY 20-21, 2023. ATTENDEES ENGAGED IN CONVERSATIONS DURING THE TWO-DAY EVENT THAT PROVIDED DEEP DIVES ON EVERYTHING EQUITY, FROM ACCOUNTABILITY TO ZIP CODES. 2850243 5916306 MEMBERSHIP:- CONTINUED EFFORTS TO RECRUIT NEW MEMBERS BY WORKING IN PARTNERSHIP WITH STATE ASSOCIATIONS AND BY LEVERAGING ICMA EVENTS AND CONTENT. ICMA ADDED 2,258 NEW MEMBERS IN FISCAL YEAR 2024, INCLUDING 465 NEW FULL MEMBERS, 314 DEPARTMENT DIRECTOR AFFILIATE MEMBERS, 646 ENTRY- TO MID-LEVEL AFFILIATE MEMBERS, AND 833 NEW MEMBERS IN SUCH OTHER MEMBERSHIP CATEGORIES AS AFFILIATE NOT-IN-SERVICE (NIS), INTERNS, FELLOWS, PROFESSORS, HONORARY, AND RETIRED MEMBERS. WE BEGAN THE YEAR WITH 13,092 TOTAL MEMBERS AND ENDED WITH 13,343, AN INCREASE OF 2%.- ICMA'S ETHICS PROGRAM FOCUSES ON PROVIDING ADVICE, TRAINING, AND CONTENT TO ADDRESS ISSUES FACED BY MEMBERS AT ALL LEVELS AND ASPECTS OF LOCAL GOVERNMENT. (SEE SCHEDULE O) 3407200 2249455 RESEARCH AND PUBLICATIONS:ICMA DEVELOPS SIGNIFICANT RESEARCH-BASED CONTENT ON LOCAL GOVERNANCE.- WITH SUPPORT FROM THE BILL & MELINDA GATES FOUNDATION, DEVELOPED KNOWLEDGE RESOURCES, INCLUDING WORKSHOPS, ARTICLES, AND VIDEOS ON ECONOMIC MOBILITY AND OPPORTUNITY FOR LOCAL GOVERNMENT LEADERS AND MANAGERS; HOSTED VIRTUAL AND IN-PERSON OPEN-ACCESS TRAININGS; AND FACILITATED PEER LEARNING COHORTS FOR A SELECT GROUP OF HIGHLY MOTIVATED LOCAL GOVERNMENT STAKEHOLDERS.- PUBLISHED A NEW BOOK ON TAX INCREMENT FINANCING FOR LOCAL GOVERNMENT LEADERS.- PUBLISHED A NEW EDITION OF EFFECTIVE SUPERVISORY PRACTICES.- CREATED NEW CONTENT ON INNOVATION THROUGH ICMA'S LOCAL GOVERNMENT REIMAGINED INITIATIVE.- DEVELOPED NEW REPORTS ON INNOVATIONS IN BROWNFIELDS REDEVELOPMENT AND A SUMMARY REPORT ON ECONOMIC MOBILITY AND OPPORTUNITY. OUTREACH:TO ACHIEVE OUR GOALS OF ENSURING FUTURE-READY LEADERS AND POSITIONING ICMA AS A THOUGHT LEADER, WE CONTINUED TO FOCUS ON CREATING MORE ENGAGING CONTENT TO ATTRACT MEMBERS AND THEIR STAFF AND EXPAND OUR OUTREACH ON PRIORITY TOPIC AREAS. EXAMPLES INCLUDE:- PUBLISHED 12 ISSUES (IN BOTH PRINT AND DIGITAL FORMATS) OF PUBLIC MANAGEMENT (PM) MAGAZINE, ICMA'S FLAGSHIP PUBLICATION, WITH A PRINT CIRCULATION OF 11,000. ISSUE TOPICS INCLUDED SUSTAINABILITY, CRISIS MANAGEMENT, INSPIRING LEADERS AND INNOVATIVE COMMUNITIES, PUBLIC SAFETY, COUNTIES, HOUSING, CAREERS/WORKFORCE, USING DATA TO DRIVE SUCCESS, ETHICS, FINANCE AND BUDGETING, PUBLIC HEALTH, AND COMMUNITY ENGAGEMENT.- PUBLISHED 13 ISSUES OF PM ALERT, THE MONTHLY PM MAGAZINE E-NEWSLETTER WITH OVER 22,000 SUBSCRIBERS, WITH AN OPEN RATE OF 35% AND A CLICK-THROUGH RATE OF 11%.- PUBLISHED 49 ISSUES OF LEADERSHIP MATTERS, WITH OPEN RATES OF 35% FOR THE MEMBER EDITION AND 21% FOR THE NONMEMBER EDITION, AND AVERAGE CLICK-THROUGH RATES OF 19% FOR THE MEMBER EDITION AND 8% FOR THE NONMEMBER EDITION. THE TOTAL NUMBER OF SUBSCRIBERS IS 36,353, A 20% INCREASE OVER THE PREVIOUS YEAR.- PRODUCED 10 EPISODES OF ICMA'S VOICES IN LOCAL GOVERNMENT PODCAST, WITH 7,665 TOTAL DOWNLOADS AND 3,817 UNIQUE LISTENERS. EPISODES FOCUSED ON PROMOTING ICMA MEMBERSHIP, THOUGHT LEADERSHIP EVENTS AND PROGRAMS, CAREER DEVELOPMENT, THE IMPACT OF ARTIFICIAL INTELLIGENCE ON GOVERNMENT, GOVERNMENT FINANCE, MEDIATION/CONFLICT RESOLUTION, INFRASTRUCTURE AND AFFORDABLE HOUSING, COMMUNITY ENGAGEMENT, AND LEADERSHIP.- COMPLEMENTING PM MAGAZINE AND THE VOICES IN LOCAL GOVERNMENT PODCAST, THE ICMA BLOG SERVES AS A FORUM FOR LOCAL GOVERNMENT PROFESSIONALS AND SUBJECT MATTER EXPERTS TO SHARE THEIR KNOWLEDGE AND EXPERTISE WITH THEIR PEERS. THE BLOG HAD 102,800 UNIQUE PAGE VIEWS.- OUR SOCIAL MEDIA AUDIENCE REACHED 104,823, WITH A NET GROWTH OF 7,816 FOLLOWERS ACROSS ALL PLATFORMS, REFLECTING A GROWING ONLINE PRESENCE. ENGAGEMENT REMAINED STRONG, WITH A 3.2% OVERALL RATE AND 83,399 TOTAL INTERACTIONS. LINKEDIN LED IN PERFORMANCE, ACHIEVING A 4.4% ENGAGEMENT RATE AND ADDING 7,063 FOLLOWERS. FACEBOOK AND INSTAGRAM BOTH GREW, GAINING 554 AND 341 FOLLOWERS, RESPECTIVELY. ADDITIONALLY, OUR CONTENT REACHED A WIDE AUDIENCE, GENERATING 2,588,089 IMPRESSIONS, 45,197 LINK CLICKS, AND 93,941 VIDEO VIEWS.- THE ICMA WEBSITE HAD OVER 3.5 MILLION PAGE VIEWS AND OVER 784,000 VISITORS.- THE ICMA CONNECT COMMUNITY HAD 4,669 LOGINS, 466 DISCUSSION POSTS, AND 164 NEW THREADS.- ICMA'S MEDIA OUTREACH COVERED A BROAD SPECTRUM OF ISSUES, WITH THE GREATEST REACH ON TOPICS OF ARTIFICIAL INTELLIGENCE, ETHICS IN LOCAL GOVERNMENT, VALUE OF PROFESSIONAL MANAGEMENT, AND EXPERTISE IN FORMS OF LOCAL GOVERNMENT. 3407200 2249455 21676786 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 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 1 115 0 1 110 1 1 1 1 RP 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 AR CA HI IL MA MI NH NJ NM NC ND PA SC TN UT OR WI X SABINA AGARUNOVA 2029623680 777 NORTH CAPITOL STREET NE 500 WASHINGTON DC 200024201 LON D PLUCKHAHN PRESIDENT 5.00 X X 0 0 0 TANYA ANGE PRESIDENT-ELECT 5.00 X X 0 0 0 JEFFREY R TOWERY PAST PRESIDENT 5.00 X X 0 0 0 PAMELA WEAVER ANTIL REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 JESSI BON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 NAT ROJANASATHIRA REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 KENNETH R WILLIAMS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 DAVE SLEZICKEY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 PAMELA DAVIS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 CORRIN B SPIEGEL REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MICHAEL SABLE REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 JEFF WECKBACH REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 VALMARIE H TURNER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 JORGE M GONZALEZ REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 ERIC STUCKEY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 SCOTT W COLBY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 DENNIS J ENSLINGER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 STEVE BARTHA REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 REBECCA JANE RYAN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 COLIN TOM BEHEYDT REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 DOUG GILCHRIST REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MARC OTT CEO/EXECUTIVE DIRECTOR 37.50 2.00 X 575491 766 52456 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 37.50 X 205683 0 41893 TAD MCGALLIARD DIR., RES., DEV'L & TECH. ASST 37.50 X 183386 0 43211 RAYMOND BARAY CHIEF OF STAFF 37.50 X 243598 0 26313 PRISCILLA WILSON CHIEF PEOPLE OFFICER 37.50 X 197049 0 20860 ISABELLE BULLY-OMICTIN MANAGING DIR. OF GLOB. ENGAGEMENT 37.50 X 179124 0 32780 HEMANT DESAI CHIEF INFORMATION OFFICER 37.50 X 177967 0 26094 JEREMY FIGOTEN DIRECTOR, CONFERENCES & EVENTS 37.50 X 185620 0 18188 1947918 766 261795 29 0 1 0 ENCORE GROUP (USA) LLC 525 NEW JERSEY AVE NW WASHINGTON DC 20001 AUDIOVISUAL EQUIP. & EVENTS TECHNOLOGY 921838 LEVY RESTAURANTS 500 E CESAR CHAVEZ ST AUSTIN TX 78701 HOSPITALITY AND EVENT MANAGEMENT 644719 FERN EXPOSITION SERVICES LLC 645 LINN STREET CINCINNATI OH 45203 EVENTS MANAGEMENT AND LOGISTIC SERVICES 477744 HOSTS DESTINATION SERVICES LLC 2065 E WINDMILL LANE 154 LAS VEGAS NV 89123 EVENTS DESTINATION, TRANSPORTATION & ENT 293559 CREATIVE CIRCLE LLC 1099 14TH STREET NW STE 860 WASHINGTON DC 20005 MARKETING & CREATIVE SERVICES 220950 11 917232 9163678 2088977 12169887 MEMBERSHIP DUES 900099 5916306 5916306 PROFESSIONAL DEVELOPMENT 900099 4908545 4908545 RESEARCH/INFORMATION 900099 1153246 1153246 MEMBER SERVICES 900099 805376 805376 PROGRAM SERVICE REVENUE 900099 342883 342883 290833 290833 13417189 1519189 1519189 2743844 2743844 115576 649452 -533876 -533876 -533876 5441609 5387323 54286 54286 54286 OTHER REVENUE 900099 132099 132099 132099 29502618 13126356 290833 3915542 493736 493736 88337 88337 493608 493608 1138925 181301 893923 63701 7875390 5823913 1956079 95398 556177 318347 232807 5023 3070988 1668032 1355504 47452 780488 407156 360372 12960 131561 131561 71725 71725 50678 50678 51454 51454 2318185 1851134 467051 72531 72531 765527 666701 97210 1616 705679 237837 467842 18658 18658 1499907 1021389 453328 25190 1868213 1458647 405610 3956 4451486 4231863 219623 69 69 515740 3553 512187 149423 40915 108508 UBIT RELATED TAXES 6460 6460 FIELD OFFICE EXPENSES 2563650 2563650 CREDIT CARD FEES 231876 231876 EQUIP. RENTAL & MAINT. 43132 22073 21059 65352 13405 51878 69 30078955 21676786 8096126 306043 601 285 7472643 8945322 1239132 1155110 945086 1227473 1387147 930081 4409867 4033581 824661 376286 18645631 20296028 3153856 2348847 33668757 35279432 3613339 4121847 6477637 6256272 4112640 5096507 14203616 15474626 X 15427518 15410637 4037623 4394169 19465141 19804806 33668757 35279432 -576337 916002 0 X 0 1 X 1 1 1 X 13900469 12451236 12095556 10943920 12169887 61561068 12974919 9221028 10848236 12916648 13126356 59087187 26875388 21672264 22943792 23860568 25296243 120648255 3720 4480 5227 3644 4741 21812 0 3720 4480 5227 3644 4741 21812 120626443 3846838 3508335 3625512 3805207 4378609 19164501 3846838 3508335 3625512 3805207 4378609 19164501 72338 60513 96730 25804 49006 304391 132657 132034 132066 132000 132099 660856 30927221 25373146 26798100 27823579 29855957 140778003 0.85690 0.85360 0.13610 0.13900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 59107 59107 29901427 29960534 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 289306 113679 82844 59107 544936 250000 250000 250000 250000 1000000 1500000 10000 13000 23000 PART II-A, LINE 1, LOBBYING ACTIVITIES: THE PRIMARY OBJECTIVE OF ICMA 'S FORM OF GOVERNMENT ADVOCACY ACTIVITIES IS TO DOCUMENT AND PROMOTE THE BENEFITS OF PROFESSIONAL LOCAL GOVERNMENT MANAGEMENT AND THE COUNCIL-MANAGER FORM OF GOVERNMENT. TO ACHIEVE THIS GOAL, ICMA CREATES CONTENT TO HIGHLIGHT THE ACTIVITIES OF PROFESSIONAL MANAGERS IN ALL FORMS OF LOCAL GOVERNMENT, CONDUCTS RESEARCH AND REPORTS OUT ON FINDINGS REGARDING ISSUES RELATED TO LOCAL GOVERNMENT MANAGEMENT, AND HIGHLIGHTS EXAMPLES OF BEST PRACTICES DEMONSTRATED BY COMMUNITIES THAT OPERATE UNDER THE COUNCIL-MANAGER FORM OF GOVERNMENT OR PROFESSIONAL LOCAL GOVERNMENT MANAGEMENT; DEVELOPS AND DISSEMINATES RELATED EDUCATIONAL MATERIALS; AND RESPONDS TO REQUESTS FOR LIMITED FINANCIAL ASSISTANCE FROM LEGITIMATE LOCAL NON-PROFIT GROUPS PROMOTING ADOPTION/RETENTION OF THE COUNCIL-MANAGER FORM OF GOVERNMENT. IN FISCAL YEAR 2024, ICMA USED AVAILABLE STATISTICS, RESEARCH, AND DATA TO DEVELOP A NUMBER OF OPINION PIECES, EDITORIALS, AND PRESENTATIONS THAT ADVOCATED FOR THE RETENTION OR ADOPTION OF THE COUNCIL-MANAGER FORM OF GOVERNMENT OR THE CITY MANAGER'S AUTHORITY IN A NUMBER OF JURISDICTIONS INCLUDING CROOK COUNTY, OR; TACOMA, WA; PRESCOTT CITY, AZ; CAMBRIDGE, MA; LANSING, MI; LANDER, WY; DALLAS, TX; GUNTER, TX; AURORA, CO; WEDDINGTON, NC; SAN ANTONIO, TX; BECKLEY, WV; ALBUQUERQUE, NM; AND ST. LOUIS, MO. IN ADDITION TO SUPPORTING COMMUNITIES SEEKING INFORMATION ABOUT VARIOUS FORMS OF GOVERNMENT, ICMA PROVIDES RESOURCES AND GUIDANCE TO INTERNATIONAL DELEGATIONS, STATE ASSOCIATIONS, LOCAL COMMUNITY GROUPS, AND LOCAL GOVERNMENT ORGANIZATIONS. 233300 200185 33115 4102055 3759888 342167 74512 73508 1004 376286 OPERATING LEASE (RIGHT OF USE ASSET) 2348847 2348847 SUBTENANT DEPOSITS 6799 REFUNDABLE ADVANCES 2740861 OPERATING LEASE LIABILITY 2348847 5096507 31539016 916002 522398 649452 2087852 29451164 51454 51454 29502618 31199351 522398 649452 1171850 30027501 51454 51454 30078955 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 649,452. 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 649,452. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990,PART VIII, LINE 6B. 1 EAST ASIA AND THE PACIFIC 1 55 PROGRAM SERVICES MUNICIPAL GOVERNANCE 4236346 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES MUNICIPAL GOVERNANCE 29548 SOUTH ASIA 0 5 PROGRAM SERVICES MUNICIPAL GOVERNANCE 697483 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 258927 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 161860 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 68462 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 4359 MIDDLE EAST AND NORTH AFRICA 0 2 FUNDRAISNG 18495 SOUTH ASIA 0 1 FUNDRAISNG 5265 NORTH AMERICA 0 1 FUNDRAISNG 9196 RUSSIA AND NEIGHBORING STATES 0 1 FUNDRAISNG 6720 1 62 0 3 1 65 5475480 21181 5496661 EAST ASIA AND THE PACIFIC CITIES FOR ENHANCED ENGAGEMENT AND GOVERNANCE (CHANGE) PROGRAM 68619 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC CITIES FOR ENHANCED ENGAGEMENT AND GOVERNANCE (CHANGE) PROGRAM 43464 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC CITIES FOR ENHANCED ENGAGEMENT AND GOVERNANCE (CHANGE) PROGRAM 5268 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC CITIES FOR ENHANCED ENGAGEMENT AND GOVERNANCE (CHANGE) PROGRAM 7860 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC CITIES FOR ENHANCED ENGAGEMENT AND GOVERNANCE (CHANGE) PROGRAM 5739 WIRE TRANSFER 0 SOUTH ASIA CTA-CAPACITY BUILDING AND SUSTAINABILITY INITIATIVE (CTA-CBSI) PROGRAM 161860 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) ICMA EUROPE GRANT 68462 WIRE TRANSFER 0 1 6 FELLOWSHIP STIPENDS EAST ASIA AND THE PACIFIC 111 116759 CASH RESEARCH GRANTS EAST ASIA AND THE PACIFIC 7 11219 WIRE TRANSFER PARTICPANT STIPENDS RUSSIA AND NEIGHBORING STATES 7 4359 CASH 1 0 0 0 0 0 PART I, LINE 2: FIELD OFFICES SEND REPORTS TO THE HOME OFFICE ON A MONTHLY BASIS. REPORTS ARE REVIEWED BY THE ICMA PROGRAM AND FINANCE STAFF. 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 AHMED K M ABULABAN 47 GABI BARAMAKI STREET RAMALLAH WEST BANK OC P600-1111 PROPOSAL DEVELOPMENT 0 0 13313 -13313 HADEEL KHASAWNEH SALT HIGHWAY SAROU ISKAN AL JAMAR AMMAN JO 11191 PROPOSAL DEVELOPMENT 0 0 5182 -5182 MICHAEL ESCHLEMAN 59 ELDERWOOD DR STOUGHTON MA 02072 PROPOSAL DEVELOPMENT 0 0 11002 -11002 MOHAMMAD AZIZUR RAHMAN EKUSHEY TOWER 20-21 MAIN ROAD SE DHAKA BG PROPOSAL DEVELOPMENT 0 0 5265 -5265 NEXUS COOPERATION INC 53 PHARAND STREET GATINEAU QUEBEC CA J9A1K9 PROPOSAL DEVELOPMENT 0 0 9196 -9196 OLHA MAZURENKO DNIPROVSKA NABEREZHNA ST 13 AP 11 KYIV UP 02098 PROPOSAL DEVELOPMENT 0 0 6720 -6720 50678 -50678 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 NATIONAL LEAGUE OF CITIES 1301 PENNSYLVANIA AVE NW WASHINGTON DC 20004 530226780 152521 0 TECHNICAL ASSISTANCE TO LOCAL GOVERNMENTS AND LEVERAGING EXPERTISE TO SUPPORT THE IMPLEMENTATION OF THE SOLSMART MANAGEMENT (SOLSMART 2.0) AND ENVIRONMENTAL JUSTICE THRIVING COMMUNITIES TECHNICAL ASSISTANCE CENTERS (EJ TCTAC) PROGRAMS. THESE INITIATIVES AIM TO HELP LOCAL GOVERNMENTS REDUCE SOFT-COST BARRIERS TO SOLAR MARKET DEVELOPMENT, STREAMLINE THE PROCESS FOR RESIDENTS TO INSTALL RESIDENTIAL SOLAR ENERGY SYSTEMS, AND ASSIST COMMUNITIES IN ADVANCING THEIR ENVIRONMENTAL AND ENERGY JUSTICE EFFORTS. THE CADMUS GROUP LLC 410 TOTTEN POND ROAD SUITE 400B WALTHAM MA 02451 042793755 73501 0 IMPLEMENTATION OF THE SOLAR@SCALE AND THE SOLSMART (SOLSMART 2.0) PROGRAMS DESIGNED TO HELP LOCAL GOVERNMENTS TO REDUCE SOFT COST BARRIERS TO SOLAR MARKET DEVELOPMENT AND MADE IT EASIER FOR RESIDENTS TO INSTALL RESIDENTIAL SOLAR ENERGY SYSTEM. WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 20002 521257057 57438 0 IMPLEMENTATION OF THE SOLSMART PROGRAM MANAGEMENT (SOLSMART 2.0) DESIGNED TO HELP LOCAL GOVERNMENTS TO REDUCE SOFT COST BARRIERS TO SOLAR MARKET DEVELOPMENT AND MADE IT EASIER FOR RESIDENTS TO INSTALL RESIDENTIAL SOLAR ENERGY SYSTEM. AMERICAN PLANNING ASSOCIATION 205 N MICHIGAN AVE STE 1200 CHICAGO IL 60601 521134021 501(C)(3) 35632 0 IMPLEMENTATION OF THE SOLAR@SCALE PROGRAM AIMS TO REDUCE LARGE-SCALE SOLAR SOFT COSTS BY BRINGING TOGETHER PUBLIC- AND PRIVATE-SECTOR STAKEHOLDERS TO IDENTIFY BEST PRACTICES FOR LOCAL GOVERNMENTS, SPECIAL DISTRICTS, AND OTHER AUTHORITIES THAT HAVE JURISDICTION TO INSTALL LARGE-SCALE SOLAR PROJECTS. TOWN OF TARBORO 500 N MAIN STREET PO BOX 220 TARBORO NC 27886 566001350 GOVERNMENT 35000 0 DEVELOPMENT OF A HOUSING STUDY TO ASSESS COMMUNITY NEEDS AND ENHANCE STABILITY FOR BOTH PROPERTY OWNERS AND RENTERS THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. HARVARD KENNEDY SCHOOL HSK EXEC EDUCATION 79 JFK ST CAMBRIDGE MA 02318 042103580 501(C)(3) 33000 0 HARVARD KENNEDY SCHOLARSHIP. NORTHERN ARIZONA UNIVERSITY INSTITUTE FOR TRIBAL ENVIRONMENTAL PROFESSIONA 601 SOUTH KNOLES DRIVE FLAGSTAFF AZ 86011 546001208 GOVERNMENT 11643 0 IMPLEMENTATION OF THE ENVIRONMENTAL JUSTICE THRIVING COMMUNITIES TECHNICAL ASSISTANCE CENTERS (EJ TCTAC) PROGRAM TO SUPPORT TRIBAL COMMUNITIES IN ADVANCING THEIR ENVIRONMENTAL AND ENERGY JUSTICE INITIATIVES. COUNTY OF CHESTERFIELD 9901 LORI ROAD CHESTERFIELD VA 23832 546001208 GOVERNMENT 10000 0 DEVELOPMENT AND FACILITATION OF ECONOMIC MOBILITY AND OPPORTUNITIES BY ENGAGING WITH STAKEHOLDERS THROUGH EDUCATION AND LEARNING IN KEY FOCUS AREAS SUCH AS FINANCIAL LITERACY, WORKFORCE DEVELOPMENT, QUALITY CHILDCARE, AND SAFE AND STABLE HOUSING THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. COUNTY OF EL PASO 800 EAST OVERLAND SUITE 406 EL PASO TX 79901 746000762 GOVERNMENT 10000 0 DEVELOPMENT AND COLLABORATION WITH THE LOCAL WORKFORCE BOARD TO ENSURE THAT RELIABLE CHILDCARE PROVIDERS IN THE REGION ARE ABLE TO UPGRADE CHILDCARE ENVIRONMENTS TO EARLY CHILDHOOD EDUCATION CENTERS TO HELP MEET GROWING DEMANDS AND CERTIFICATIONS REQUIRED BY THE STATE OF TEXAS THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF GRESHAM 1333 NW EASTMAN PARKWAY GRESHAM OR 97030 936002176 GOVERNMENT 10000 0 DEVELOPMENT OF A POVERTY REDUCTION AND PREVENTION PLAN TO ADDRESS THE ROOT CAUSES OF POVERTY INCLUDING STRATEGIES FOCUSED ON UPWARD MOBILITY AND OPPORTUNITIES THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. COUNTY OF SAN JUAN 117 S MAIN PO BOX 338 MONTICELLO UT 84535 876000305 GOVERNMENT 10000 0 ENHANCEMENT OF DIVERSIFICATION SECTOR EMPLOYMENT IN THE GOVERNMENT THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM IN THE COUNTY OF SAN JUAN. CITY OF MORGAN HILL 17555 PEAK AVE MORGAN HILL CA 95037 946000377 GOVERNMENT 10000 0 STRATEGY DEVELOPMENT TO CONNECT SPANISH-SPEAKING AND LOWER INCOME COMMUNITY MEMBERS TO JOBS AND HOUSING RESOURCES, WHILE ALSO INCREASING THEIR SENSE OF BELONGING TO THE GREATER COMMUNITY THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF GRAND ISLAND 100 E 1ST ST PO BOX 1968 GRAND ISLAND NE 68802 476006205 GOVERNMENT 10000 0 PLAN DEVELOPMENT TO ADDRESS TRANSPORTATION BARRIERS TO WORKFORCE EDUCATIONAL OPPORTUNITIES AND MAJOR AREAS OF EMPLOYMENT WITHIN THE CITY OF GRAND ISLAND THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF MEADVILLE 894 DIAMOND PARK MEADVILLE PA 16335 256000867 GOVERNMENT 10000 0 CREATION OF HOUSING PLAN FOR THE CITY OF MEADVILLE THAT WILL DIRECT STAFF'S EFFORTS TO ADDRESS HOUSING NEEDS IN THE CITY THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF DUBUQUE 50 W 13TH STREET DUBUQUE IA 52001 426004596 GOVERNMENT 10000 0 IMPLEMENTATION OF EQUITABLE POVERTY REDUCTION AND PREVENTION PLAN THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. CITY OF BELOIT 100 STATE STREET BELOIT WI 53511 396005397 GOVERNMENT 10000 0 POVERTY REDUCTION AND EMPLOYMENT ADVANCEMENT BY CONNECTING INDIVIDUALS WITH RESOURCES TO OVERCOME IDENTIFIED OBSTACLES OF TRANSPORTATION, CHILDCARE, AND SKILLS DEVELOPMENT, AND CREATE AN ECOSYSTEM OF SUPPORTIVE MENTORS, INSTITUTIONS, AND ALLIES WORKING COLLABORATIVELY TO REDUCE THE POVERTY RATE THROUGH THE ICMA GATES ECONOMIC MOBILITY AND OPPORTUNITY PROGRAM. 13 3 SCHOLARSHIPS TO ATTEND ICMA CONFERENCES 55 47320 BOB TURNER SCHOLARSHIPS 5 10091 JUDY KELSEY SCHOLARSHIP 2 10000 KEANE AWARD 1 5000 TRANTER LEONG FELLOW SCHOLARSHIP 3 8807 JOHN GARVEY SCHOLARSHIP 3 5359 HANSELL AWARD 1 1760 PART I, LINE 2: REGISTRATION FOR THE ANNUAL CONFERENCE AND LOCAL GOVERNMENT REIMAGINED EVENTS IS OFFERED, ALONG WITH A TRAVEL STIPEND. THE ASSOCIATION ALSO PROVIDES A VARIETY OF SCHOLARSHIP PROGRAMS SUPPORTING BOTH MID-CAREER AND YOUNG PROFESSIONALS SEEKING INTERNATIONAL EXPERIENCE FROM A MANAGEMENT PERSPECTIVE. ADDITIONALLY, PROGRAMS ARE DESIGNED TO ENSURE THAT HIGH SCHOOL STUDENTS HAVE THE OPPORTUNITY EACH YEAR TO INTERN WITH LOCAL GOVERNMENTS UNDER THE GUIDANCE OF ICMA MEMBER MENTORS. FINALLY, STUDENTS WHO ARE MEMBERS OF THE ICMA STUDENT CHAPTER PROGRAM RECEIVE COMPLIMENTARY REGISTRATION TO ATTEND ICMA'S ANNUAL CONFERENCE. THE ASSOCIATION CLOSELY MONITORS THE USE OF ALL GRANT FUNDS PROVIDED TO SUBRECIPIENTS TO ENSURE THAT PERFORMANCE EXPECTATIONS ARE MET 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 OUTLINING PROGRAM ACHIEVEMENTS DURING EACH REPORTING PERIOD. ICMA FINANCE AND PROGRAM STAFF REVIEW THESE REPORTS TO ENSURE COMPLIANCE WITH THE TERMS OF THE SUB-AWARD AGREEMENTS. A VARIETY OF MONITORING TOOLS AND TECHNIQUES ARE USED, INCLUDING BUT NOT LIMITED TO: PROGRAM SITE VISITS TO VERIFY RECORDS AND COMPLIANCE WITH AGREEMENT TERMS AND CONDITIONS, PARTICIPATION IN PROGRAM EVENTS, AND REVIEWS OF FINANCIAL MONITORING AND AUDIT REPORTS. X X 1 1 X X 0 0 0 0 0 0 0 1 0 MARC OTT CEO/EXECUTIVE DIRECTOR 502819 766 25570 0 47102 0 37550 0 14906 0 627947 766 0 0 RAYMOND BARAY CHIEF OF STAFF 243598 0 0 0 0 0 24880 0 1433 0 269911 0 0 0 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 205683 0 0 0 0 0 22142 0 19751 0 247576 0 0 0 TAD MCGALLIARD DIR., RES., DEV'L & TECH. ASST 183386 0 0 0 0 0 20177 0 23034 0 226597 0 0 0 PRISCILLA WILSON CHIEF PEOPLE OFFICER 197049 0 0 0 0 0 18916 0 1944 0 217909 0 0 0 ISABELLE BULLY-OMICTIN MANAGING DIR. OF GLOB. ENGAGEMENT 179124 0 0 0 0 0 18905 0 13875 0 211904 0 0 0 HEMANT DESAI CHIEF INFORMATION OFFICER 177967 0 0 0 0 0 9703 0 16391 0 204061 0 0 0 JEREMY FIGOTEN DIRECTOR, CONFERENCES & EVENTS 185620 0 0 0 0 0 16941 0 1247 0 203808 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 MARC OTT RECEIVED A MERIT-BASED BONUS OF $25,570 IN 2023. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: IN ADDITION, ICMA STAFF PRESENTED 15 ETHICS SESSIONS AT ICMA EVENTS AND STATE/REGIONAL ASSOCIATION MEETINGS. FINALLY, 16 ETHICS ARTICLES WERE PUBLISHED IN THE PM MAGAZINE. - KICKED OFF THE 100TH ANNIVERSARY CELEBRATION OF THE CODE OF ETHICS IN JANUARY 2024. THE YEAR-LONG COMMEMORATION INCLUDED MONTHLY FEATURES IN PM MAGAZINE, ARTICLES IN LEADERSHIP MATTERS, DIGITAL MEDIA, SPOTLIGHTS AND STORIES FROM THE MEMBERSHIP, AS WELL AS AN INTERACTIVE TIMELINE HIGHLIGHTING THE CODE'S HISTORY IN WORDS AND PICTURES. - ICMA'S RELATIONSHIP WITH STATE ASSOCIATIONS EMPHASIZES A PARTNERSHIP ON ETHICS. TO FURTHER THIS GOAL, ICMA OFFERS STATE ASSOCIATION EXECUTIVE BOARDS A BRIEFING ON THE STATE ASSOCIATION'S ROLE IN ICMA'S ETHICS REVIEW PROCESS. EIGHT MEETINGS WERE HELD IN CONJUNCTION WITH A STATE CONFERENCE OR VIRTUALLY, WITH MORE THAN 800 PARTICIPANTS. - THE COMMITTEE ON PROFESSIONAL CONDUCT (CPC) WORKED WITH THE MEMBERSHIP AND OUTREACH COMMITTEE TO REVIEW THE ICMA MEMBERSHIP PROCESS, WHICH RESULTED IN UPDATES TO THE MEMBERSHIP APPLICATION AND RENEWAL PROCESSES FOCUSED ON PROMOTING THE CODE. - RESPONDED TO 116 ETHICS INQUIRIES FROM MEMBERS SEEKING CONFIDENTIAL ADVICE AND ASSISTANCE IN RESOLVING ETHICAL DILEMMAS. ICMA ENFORCES THE CODE THROUGH A FORMAL PEER-REVIEW PROCESS THAT THE ICMA COMMITTEE ON PROFESSIONAL CONDUCT (CPC) ADMINISTERS AS OUTLINED IN THE RULES OF PROCEDURE FOR ENFORCEMENT. THE CPC COMPLETED 30 ETHICS CASE REVIEWS WITH 25 COMPLAINTS PENDING AT THE END OF THE FISCAL YEAR. - IN 2013, THE ICMA EXECUTIVE BOARD APPROVED CPC'S PLAN TO REVIEW EACH TENET WITH THE MEMBERSHIP. THIS STRUCTURED EFFORT RESULTED IN REVIEWING 10 TENETS AND THEIR ASSOCIATED GUIDELINES OF THE CODE. THE TWO PRINCIPLES REMAINING WERE TENET 8 (PROFESSIONAL DEVELOPMENT) AND TENET 10 (ENCROACHMENT OF RESPONSIBILITIES). IN THIS FISCAL YEAR, ICMA FACILITATED DISCUSSION ON THESE TENETS AT SIX STATE ASSOCIATION MEETINGS AND TWO LOCAL GOVERNMENT REIMAGINED CONFERENCES. - CONTINUED TO PROVIDE CAREER DEVELOPMENT SUPPORT TO MEMBERS AND THE PROFESSION AT LARGE BY ENGAGING STUDENTS IN MORE THAN 145 CHAPTERS WORLDWIDE, PLACING APPROXIMATELY 30 RECENT GRADUATES IN MANAGEMENT FELLOWSHIPS. THE BOB TURNER SCHOLARS PROGRAM LAUNCHED ITS SECOND PILOT WITH NINE HOST COMMUNITIES FOR THIS YEAR'S COHORT: DOUGLASVILLE, GEORGIA; SALINAS, CALIFORNIA; WAUWATOSA, WISCONSIN; MINERAL COUNTY COMMISSION, WEST VIRGINIA; ELK GROVE, ILLINOIS; STATE COLLEGE, PENNSYLVANIA; MOLINE, ILLINOIS; ANNA, TEXAS; AND MOUNTAIN BROOK, ALABAMA. THESE COMMUNITIES HOSTED 14 HIGH SCHOOL BOB TURNER SCHOLARS, WHO AS PART OF THIS PROGRAM, WORKED FOR THE COMMUNITY UNDER THE MENTORSHIP OF ICMA MEMBERS TO ADVANCE THE LOCAL GOVERNMENT MANAGEMENT PROFESSION. - THE ICMA JOB CENTER HOSTED MORE THAN 2,900 LOCAL GOVERNMENT RECRUITMENTS AND A ROSTER OF CAREER GUIDES TO HELP MEMBERS AND CAREER CHANGERS AT ALL CAREER STAGES. - AWARDED A SCHOLARSHIP TO ATTEND THE HARVARD KENNEDY SCHOOL'S SENIOR EXECUTIVES IN STATE AND LOCAL GOVERNMENT PROGRAM TO ICMA MEMBER KELLY DIMARTINO, CITY MANAGER OF FORT COLLINS, COLORADO, IN 2023. ICMA'S HKS PANEL REVIEWED AND RANKED APPLICANTS FOR THE 2024 SUMMER PROGRAM AND SELECTED DR. SCOTT ANDREWS, ASSISTANT CITY MANAGER, BAKERSFIELD, CALIFORNIA, AS THE 2024 SCHOLARSHIP RECIPIENT. IN FEBRUARY, THE SCHOLARSHIP WAS RENAMED ICMA'S WILLIAM FERGUSON JR. SCHOLARSHIP IN HONOR OF LONGTIME FUNDER, BILL FERGUSON OF THE FERGUSON GROUP. - THE JUDY L. KELSEY SCHOLARSHIP IS GRANTED TO TWO FEMALE FELLOWS EACH YEAR AND AIMS TO SUPPLEMENT THEIR INCOME AND COVER PERSONAL EXPENSES ACCORDING TO THEIR NEEDS, WHICH MAY INCLUDE LIVING COSTS, STUDENT LOAN REPAYMENTS, OR EXPENSES RELATED TO PERSONAL OR PROFESSIONAL DEVELOPMENT. FY 2024 RECIPIENTS WERE KAT CONSADOR FROM PHOENIX AND MELISSA MATA FROM FORT LAUDERDALE. - ICMA COACHING PROGRAM INCLUDES THREE PROFESSIONAL DEVELOPMENT TOOLS: THE ICMA COACHCONNECT TOOL, SIX COACHING WEBINARS, AND ICMA CAREER COMPASS FREE OF CHARGE THROUGH A PARTNERSHIP WITH STATE ASSOCIATIONS. KICKED OFF THE 2024 COACHING SEASON IN JANUARY WITH THE FIRST WEBINAR IN MARCH 2024 WITH CLOSE TO 1,000 REGISTRANTS. OUR 308 COACHES AND 323 ACTIVE LEARNERS HAVE BEEN ENGAGING IN 1:1 MENTORSHIP SESSIONS ON THE ICMA COACHCONNECT PLATFORM. - AT ITS SEPTEMBER 2023 MEETING, THE ICMA EXECUTIVE BOARD APPROVED THE CREATION OF A NEW AWARD IN RECOGNITION OF MARTHA PEREGO'S CONTRIBUTIONS TO THE LOCAL GOVERNMENT PROFESSION, TITLED ADVOCACY FOR THE PROFESSION AWARD IN HONOR OF MARTHA PEREGO. CRITERIA AND ELIGIBILITY REQUIREMENTS WERE PROVIDED BY ICMA'S AWARDS PANEL AND APPROVED BY THE BOARD IN DECEMBER 2023. THIS IS THE FIRST PROFESSIONAL ICMA AWARD NAMED IN HONOR OF A WOMAN, AND MARTHA PRESENTED THE AWARD TO THE INAUGURAL RECIPIENT AT THE 2024 PITTSBURGH CONFERENCE. - ICMA'S LOCAL GOVERNMENT EXCELLENCE AWARDS PROGRAM CELEBRATED 55 YEARS IN 2023. RECIPIENTS OF 2023 LOCAL GOVERNMENT EXCELLENCE AWARDS AND SERVICE AWARDS WERE RECOGNIZED IN THE SEPTEMBER 2023 PM, AS WELL AS ONSITE AT THE ANNUAL CONFERENCE IN AUSTIN, TEXAS. FOUR MEMBERS RECEIVED ICMA'S HIGHEST HONOR, THE DISTINGUISHED SERVICE AWARD. IN MAY 2024, 146 LOCAL GOVERNMENT EXCELLENCE AWARDS NOMINATIONS WERE SUBMITTED AND RECIPIENTS WERE HONORED DURING THE 2024 PITTSBURGH CONFERENCE. - COMPLIMENTARY REGISTRATIONS WERE EXTENDED TO 36 MANAGERS IN TRANSITION (MIT) TO ATTEND THE 2023 ICMA ANNUAL CONFERENCE IN AUSTIN, INCLUDING SIX MEMBERS WHO ALSO RECEIVED STIPENDS FOR TRAVEL AND LODGING. THERE ARE CURRENTLY 103 MEMBERS ENROLLED IN THE MIT PROGRAM. THE NEWLY PUBLISHED MIT GUIDEBOOK, DEVELOPED BY THE MIT TASK FORCE TWO YEARS AGO, IS AVAILABLE FOR DOWNLOAD ON ICMA'S WEBSITE. - ICMA'S 113 SENIOR ADVISORS, IN PARTNERSHIP WITH 30 STATE ASSOCIATIONS, CONTINUE TO PROVIDE ONGOING SUPPORT TO FIRST-TIME ADMINISTRATORS, MEMBERS IN TRANSITION, AND PROFESSIONALS SEEKING ADVICE. - OVER 200 MEMBERS RESPONDED TO LAST YEAR'S CALL FOR VOLUNTEERS FOR AN OPPORTUNITY TO BE APPOINTED BY ICMA'S PRESIDENT-ELECT TO SERVE ON ONE OF THE 15 MEMBER COMMITTEES. THESE MEMBER COMMITTEES AND TASK FORCES PROVIDE MEMBERS WITH AN OPPORTUNITY FOR ENGAGEMENT AND TO WORK ON ICMA'S KEY PRIORITIES. THE 2024 CALL FOR VOLUNTEERS OPENED IN MARCH WITH COMMITTEE AND TASK FORCE SERVICE BEGINNING IN THE FALL. - THE ASSISTANT CHIEF ADMINISTRATIVE OFFICERS (ACAO) COMMITTEE COORDINATED THE "ART OF ASSISTANT LEADERSHIP" SESSION AT THE ICMA ANNUAL CONFERENCE AND AUTHORED A MONTHLY COLUMN IN PM MAGAZINE FOCUSED ON THE PERSONAL AND PROFESSIONAL APPROACH TO THE ROLE. THIS EFFORT IS PART OF ICMA'S OVERALL STRATEGY TO BUILD COHORTS AT THE FUNCTIONAL LEVEL TO SUPPORT PERSONAL AND PROFESSIONAL CAREER ADVANCEMENT. - FOLLOWING THE ICMA EXECUTIVE BOARD'S DIRECTION AT ITS DECEMBER 2023 MEETING, A SHELEADSGOV COMMITTEE WAS CREATED TO SERVE AS THE ADVISORY BOARD TO ICMA STAFF AND THE BOARD ON ISSUES RELATED TO WOMEN IN THE PROFESSION AND TO FOCUS ON INITIATIVES THAT PRODUCE INFORMATION, RESOURCES, AND PROGRAMS ALIGNED WITH THE ENVISION ICMA STRATEGY OF DEVELOPING TALENTED WOMEN IN THE PROFESSION. A SPECIAL SECTION OF THE MARCH ISSUE OF PM AND A DIGITAL SUPPLEMENT HIGHLIGHTED THE WORK OF 30 EXTRAORDINARY WOMEN IN LOCAL GOVERNMENT MANAGEMENT AROUND THE WORLD. ICMA HOSTED A VIRTUAL TALK "WOMEN IN LOCAL GOVERNMENT: A CONVERSATION ON CHALLENGES AND OPPORTUNITIES" IN JANUARY, DURING MENTORING MONTH, WITH MORE THAN 200 PARTICIPANTS. THE 4TH ANNUAL SHELEADSGOV VIRTUAL FORUM, SPONSORED BY CIGNA, WAS HELD MARCH 6, WITH 1,332 REGISTRANTS. - ICMA'S VETERANS PROGRAMS CONTINUE TO THRIVE, WITH 23 FELLOWS HOSTED IN MORE THAN 110 LOCAL GOVERNMENTS AS VETERANS LOCAL GOVERNMENT MANAGEMENT FELLOWS (VLGMF). NINE OF THEM ACCEPTED POSITIONS IN LOCAL GOVERNMENTS. OUR PARTNERSHIP WITH THE ARMY NOW INCLUDES A ROUTINE INVITATION TO SPEAK AT THEIR INSTITUTIONAL SCHOOL FOR INSTALLATION MANAGEMENT. HOSTED 14 ARMY GARRISON COMMANDERS AND 14 CITY/COUNTY MANAGERS AT THE MARCH ORIENTATION HELD AT THE PENTAGON. MORE THAN 90% RATED THE PROGRAM AS VERY USEFUL FOR THEIR PROFESSIONAL DEVELOPMENT. WE ARE ALSO FOCUSING ON BUILDING OUR RELATIONSHIP WITH COLLEGES AND UNIVERSITIES TO PROMOTE LOCAL GOVERNMENT CAREER OPPORTUNITIES TO STUDENTS WHO ARE USING THEIR GI BILL, COMPOSED MAINLY OF VETERANS AND ALSO INCLUDING MANY FAMILY MEMBERS OF VETERANS. FORM 990, PART VI, SECTION A, LINE 6 CORPORATE MEMBERS: ANY PERSON WHOSE PROFESSIONAL CONDUCT CONFORMS TO THE ASSOCIATION'S CODE OF ETHICS IS ELIGIBLE TO BE A FULL MEMBER IF THAT PERSON SERVES AS A FULL-TIME ADMINISTRATIVE HEAD OF A LOCAL GOVERNMENT, A FULL-TIME ADMINSTRATIVE ASSISTANT, ASSISTANT CITY/COUNTY MANAGER, ASSISTANT DIRECTOR OF A COUNCIL OF GOVERNMENTS OR A STATE/PROVINCIAL ASSOCIATION OF LOCAL GOVERNMENT, OR ASSISTANT ADMINISTRATOR, HOWEVER DESIGNATED, HAVING SIGNIFICANT GENERAL ADMINISTRATIVE RESPONSIBILITY IN A LOCAL GOVERNMENT POSITION AND WAS APPOINTED TO THAT POSITION BY THE CITY OR COUNTY MANAGER OR CHIEF ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 7A THE REGIONAL VICE PRESIDENTS ARE ELECTED BY A MAJORITY VOTE OF THE CORPORATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE CONSTITUTION AND THE CODE OF ETHICS MAY BE AMENDED BY A MAJORITY VOTE OF THE CORPORATE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS PROVIDED TO THE TO THE AUDIT, FINANCE, AND BUSINESS OPERATIONS COMMITTEE FOR REVIEW. A COPY OF THE RETURN WAS MADE AVAILABLE TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, EXECUTIVE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. IN ACCORDANCE WITH ICMA'S CONFLICT OF INTEREST POLICY, ANY SUSPECTED INSTANCES OF CONFLICT OF INTEREST ARE THOROUGHLY INVESTIGATED. CONFIRMED VIOLATIONS OF THE POLICY WILL RESULT IN APPROPRIATE DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. THIS POLICY APPLIES TO ALL EMPLOYEES AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE CEO/EXECUTIVE DIRECTOR'S SALARY IS REVIEWED BY THE ICMA BOARD PERFORMANCE EVALUATION COMMITTEE ON AN ANNUAL BASIS. SALARY COMPARISONS OF CEO/EXECUTIVE DIRECTORS OF OTHER COMPARABLE ORGANIZATIONS ARE PROVIDED ANNUALLY TO THE EVALUATION COMMITTEE TO AID IN THEIR SALARY ADJUSTMENT RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS, WHICH VOTES ON THE RECOMMENDATIONS. THE RESULT IS THEN COMMUNICATED TO THE CHIEF PEOPLE OFFICER AND THE CHIEF FINANCIAL OFFICER FOR EXECUTION OF THE APPROVED ADJUSTMENTS. THE LAST COMPENSATION REVIEW WAS APPROVED IN SEPTEMBER 2023. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE CHIEF PEOPLE OFFICER ENSURES THAT THE SALARIES OF ICMA STAFF ARE IN LINE WITH THE MARKETPLACE AND ADJUSTMENTS ARE MADE WHERE NEEDED. PERIODICALLY, AN INDEPENDENT FIRM IS ASKED TO REVIEW THE JOB CLASSIFICATION AND SALARY STRUCTURES TO ENSURE THEY ARE MARKET COMPETITIVE. THE MOST RECENT COMPREHENSIVE COMPENSATION STUDY WAS CONDUCTED IN FY 2023, WITH SALARY AND GRADE ADJUSTMENTS MADE AS NECESSARY. ALL EMPLOYEE COMPENSATION COSTS ARE WITHIN THE FISCAL YEAR BUDGET APPROVED BY THE 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. 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 3587017 9319792 0.33330 0 1 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 MISSIONSQUARE RETIREMENT A 2743844 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC F 750000 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC K 2186841 FMV ICMA EUROPE B 68462 FMV MISSIONSQUARE RETIREMENT C 917232 FMV MISSIONSQUARE RETIREMENT Q 1057 FMV