2014-11-17T14:21:32-06:00 2014-06-30 521186096 RUBINO & COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 20817 990 2013-07-01 362167755 INTERNATIONAL CITYCOUNTY MANAGEMENT ASSOCIATION INTE 2022894262 777 NORTH CAPITOL ST NE NO 500 WASHINGTON DC 200024201 SABINA AGARUNOVA CFO 2022894262 2014-11-13 1 PATRICIA A O'MALLEY CPA P00285909 3015643636 2013 2015-11-30 17:44:51Z ROBERT O'NEILL 777 NORTH CAPITOL ST NE NO 500 WASHINGTON DC 200024201 34040475 0 X WWW.ICMA.ORG X 1914 IL TO CREATE EXCELLENCE IN LOCAL GOVERNANCE 21 21 169 760 187829 0 20772758 18604016 11438309 12242104 616922 561814 1163970 1267763 33991959 32675697 144364 334239 0 0 21363620 15482706 33012 56866 971078 11922297 17364379 33463293 33238190 528666 -562493 16443151 15570124 7783734 7387533 8659417 8182591 X ICMA'S MISSION IS TO BUILD BETTER, MORE LIVABLE COMMUNITIES BY ADVANCING THE PROFESSIONAL MANAGEMENT OF LOCAL GOVERNMENTS WORLDWIDE. 0 0 16495493 334239 2495579 SERVICES TO LOCAL GOVERNMENTS:ICMA OFFERS TRAINING, TECHNICAL AND MANAGEMENT ASSISTANCE THROUGH ITS U.S. PROGRAM CENTERS AND THE INTERNATIONAL PROGRAMS. ICMA REBRANDED THE CENTER FOR PERFORMANCE MEASUREMENT, WHICH BECAME THE ICMA CENTER FOR PERFORMANCE ANALYTICS (ICMA ANALYTICS), TO REFLECT THE ORIENTATION ON PERFORMANCE MANAGEMENT, ANALYTICS, EDUCATION, TRAINING, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND TECHNICAL ASSISTANCE. PERFORMANCE MANAGEMENT BECAME A CORE PRACTICE AREA OF ICMA, WHERE WE PARTNERED WITH SAS, A LEADING DEVELOPER OF PERFORMANCE ANALYTICS SOFTWARE, TO DEVELOP A NEW PRODUCT, ICMA INSIGHTS. 2537288 3158216 PROFESSIONAL DEVELOPMENT: THE MISSION OF PROFESSIONAL DEVELOPMENT IS TO DEVELOP AND ENHANCE THE LEADERSHIP AND MANAGEMENT CAPACITY OF MEMBERS AND LOCAL GOVERNMENT PROFESSIONALS THROUGH A COMPREHENSIVE ARRAY OF HIGH-QUALITY PROGRAMS DELIVERED IN A VARIETY OF FORMATS.WITH 3,560 TOTAL ATTENDEES, THE 2013 ICMA ANNUAL CONFERENCE IN BOSTON WAS 19 PERCENT LARGER THAN THE 2012 CONFERENCE AND RANKS TENTH IN ICMA'S HISTORY. IT WAS THE THIRD LARGEST IN TERMS OF MEMBER ATTENDEES (2,397). ICMA ALSO LAUNCHED OUR SIXTH VIRTUAL ANNUAL CONFERENCE, WITH 92 REGISTRANTS. 2287598 5388186 MEMBERSHIP:AS OF JUNE 30, 2014, ICMA HAD 9,253 MEMBERS, INCLUDING 8,818 IN THE U.S. AND 435 INTERNATIONALLY, REPRESENTING 33 COUNTRIES. OF THE TOTAL MEMBERSHIP, 6,333 WORKED FOR LOCAL GOVERNMENT. THE U.S. IN-SERVICE RETENTION RATE WAS 91.3%. 1837291 1012294 INFORMATION:THE PURPOSE OF INFORMATION IS TO PROVIDE EXPERIENCE-BASED INFORMATION AND KNOWLEDGE ABOUT LOCAL GOVERNMENT MANAGEMENT AND LEADERSHIP IN THE FORM OF PRINT AND ONLINE BOOKS, BRIEF REPORTS, TRAINING MATERIALS, PM MAGAZINE, AND THE KNOWLEDGE NETWORK(KN).ICMA PUBLISHED FOUR ENHANCED E-ONLY BOOKS: GETTING STARTED: A PERFORMANCE MEASUREMENT HANDBOOK; CIVIC ENGAGEMENT: 10 QUESTIONS TO SHAPE AN EFFECTIVE PLAN; THE MANAGER'S INSTANT GUIDE TO SUSTAINABILITY; AND ALTERNATIVE SERVICE DELIVERY HANDBOOK; CONVERTED INTO ELECTRONIC FORMATS AND PUBLISHED 62 CASE STUDIES FROM ICMA'S POPULAR CASE STUDY BOOKS; CONVERTED AND PUBLISHED FIVE NEW MUNICIPAL YEAR BOOK E-BOOK COLLECTIONS: ON BENEFITS AND COMPENSATION, ON INNOVATIVE PRACTICES, ON STRATEGIES AND SERVICES, ON THE PROFESSION, AND ON SUSTAINABILITY; CONVERTED AND PUBLISHED THE EFFECTIVE LOCAL GOVERNMENT MANAGER, 3RD EDITION, AS AN ENHANCED E-BOOK; PUBLISHED THE MUNICIPAL YEAR BOOK 2014, THE LAST MUNICIPAL YEAR BOOK THAT WILL BE OFFERED AS A PRINT PUBLICATION; AND PRODUCED AND RELEASED FOUR INFOCUS REPORTS. IN RECOGNITION OF ICMA'S 100TH ANNIVERSARY, PM(PUBLIC MANAGEMENT) MAGAZINE PUBLISHED A COMMEMORATIVE ANNIVERSARY ISSUE FOR SEPTEMBER 2014, WITH MORE THAN 30 ARTICLES FEATURING BOTH A LOOK AT THE PROFESSION'S PAST AND A LOOK INTO ITS FUTURE; PLANNED A SPECIAL NOVEMBER 2014 ISSUE DEVOTED TO ECONOMIC DEVELOPMENT; AND PUBLISHED 123 MEMBER AUTHORS AND 18 ONLINE-ONLY ARTICLES. ICMA COORDINATED THE WORK OF THE "BIG 7" NATIONAL PUBLIC INTEREST GROUPS TO DEVELOP STRATEGIC POLICY DIRECTION AND IDENTIFY CONSENSUS PRIORITIES. ICMA PUBLISHED TWO WHITE PAPERS: "MANAGEMENT'S PERCEPTIONS OF ANNUAL FINANCIAL REPORTING," WRITTEN BY RESEARCHERS AT NORTHERN ILLINOIS UNIVERSITY; AND "LEVERAGING LOCAL CHANGE: THE STATES' ROLE," UNDER THE LEADERSHIP OF CARL STENBERG, UNIVERSITY OF NORTH CAROLINA; AND FOUR FACT SHEETS: 2014 FACTS: STATE AND MUNICIPAL BANKRUPTCY, MUNICIPAL BONDS, AND STATE AND LOCAL PENSIONS; UNDERSTANDING NEW PUBLIC PENSION FUNDING GUIDELINES AND CALCULATIONS (BOOKS, BONDS, AND BUDGETS); LOCAL GOVERNMENTS CARING FOR RETURNING VETERANS AND THEIR FAMILIES; AND TOP 12 THINGS TO INCLUDE IN PARADE SAFETY PLANS. KNOWLEDGE NETWORK (KN) SAW A 23% INCREASE IN THE NUMBER OF REGISTERED KN USERS, TO A TOTAL OF 52,976. 1599988 SURVEY RESEARCH:ICMA COMPLETED INTERNALLY FUNDED SURVEYS ON POLICE AND FIRE PERSONNEL SALARIES AND EXPENDITURES AND CAO SALARY AND COMPENSATION, 2013. WE ALSO COMPLETED EXTERNALLY FUNDED SURVEYS ON PLANNING ACROSS GENERATIONS AND SHARED SERVICES IN PUBLIC HEALTH. SURVEY RESULTS WERE USED TO DEVELOP ARTICLES FOR THE MUNICIPAL YEAR BOOK, PM MAGAZINE, AND LEADERSHIP MATTERS.LIFE, WELL RUN CAMPAIGN: ICMA IMPLEMENTED THE LIFE, WELL RUN CAMPAIGN IN 37 STATES THROUGH DIGITAL AND PRINT ADS. 3437279 1012294 24757658 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 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 0 0 0 1 X 155 0 1 169 1 1 1 1 AF GG JO KV MX 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 UT WA WI TN X MINI AGGARWAL 2029623549 777 NORTH CAPITOL ST NE NO 500 WASHINGTON DC 200024201 X BONNIE SVRCEK PAST PRESIDENT 5.00 X X 0 0 0 SIMON FARBROTHER PRESIDENT 5.00 X X 0 0 0 JIM BENNETT PRESIDENT ELECT 5.00 X X 0 0 0 TANYA ANGE REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 BOB HARRISON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 JANE BRAUTIGAM REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 LARS WILMS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 ALAN OURS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 JOHN P BOHENKO REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 TROY S BROWN REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 KENNETH CHANDLER REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 DAVID C JOHNSTONE REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 ROBERT R KIELY JR REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MEREDITH STENGEL ROBSON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 RODNEY S GOULD REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MARY E JACOBS REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 JENNIFER KIMBALL REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 MARK MCDANIEL REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 STEPHEN F PARRY REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 ANDREW K PEDERSON REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 E LEE WORSLEY JR REGIONAL VICE PRESIDENT 5.00 X X 0 0 0 ROBERT O'NEILL EXECUTIVE DIRECTOR 37.50 X 397829 0 80549 UMA RAMESH CHIEF OPERATING OFFICER 37.50 X 220624 0 46122 SABINA AGARUNOVA CHIEF FINANCIAL OFFICER 37.50 X 11157 0 1551 DAVID GROSSMAN DIR. INTERNATIONAL PROGRAMS 37.50 X 185244 0 24901 MARTHA PEREGO DIRECTOR, ETHICS 37.50 X 156542 0 25989 WAYNE SOMMER DIRECTOR, US PROGRAMS 37.50 X 167592 0 34113 DEXTER LOCKAMY MUNICIPAL FINANCE DIRECTOR 40.00 X 292612 0 8765 VAN JAMES RESIDENT ADVISOR 40.00 X 300894 0 44906 JOSEPH LOMBARDO CITY LINKS PROJECT DIRECTOR 37.50 X 170225 0 9377 MARY ANN CRISTIANO DIRECTOR, BRAND MANAGEMENT 37.50 X 154385 0 22146 2057104 0 298419 37 0 1 0 ERSM LTD HOUSE 13 STREET 15 BAGHDAD IZ FIELD OFFICE SERVICES 347448 INBAND NETWORKS LLC 6030 MARSHLEE DR ELKRIDGE MD 21075 IT SERVICES 338359 CAUDILLWEB 1050 CONNECTICUT AVENUE NW WASHINGTON DC 20036 IT SERVICES 194034 NARC 777 NORTH CAPITOL ST NE STE 305 WASHINGTON DC 20002 SEE SCHEDULE O 177177 PSAV PRESENTATION 23198 NETWORK PLACE CHICAGO IL 60673 MEETING EXPENSE 100590 5 16714765 1889251 18604016 MEMBERSHIP DUES 900099 4935558 4935558 PROFESSIONAL DEVELOP. 541610 3158216 3158216 PROGRAM SERVICE REVENUE 541610 2495578 2495578 RESEARCH/INFORMATION 519100 1012294 1012294 MEMBER PUBLICATIONS 511190 452629 452629 187829 187829 12242104 522955 522955 400470 400470 1058052 910279 147773 147773 147773 209783 170924 38859 38859 38859 931195 283575 647620 647620 OTHER REVENUE 900099 71900 71900 71900 32675697 12054275 187829 1829577 118311 118311 32933 32933 182995 182995 1836998 339444 1497554 8451594 5878451 2109287 463856 737238 467068 233286 36884 3598211 2279601 1138592 180018 858665 543996 271710 42959 55139 55139 73251 73251 56866 56866 3139715 2762592 344386 32737 346759 346759 1382696 769884 603918 8894 118526 3627 114899 45588 45588 1212475 733051 424760 54664 1970696 1717859 185698 67139 1561627 1384064 176936 627 423344 207018 216326 164150 116494 47656 FIELD OFFICE EXPENSES 6343834 6220779 123055 BAD DEBT 279217 279217 CONTINGENCY RESERVES 229792 229792 INVENTORY VAL. RESERVES 17570 17570 377352 -403786 26434 33238190 24757658 7509454 971078 142638 87364 2009435 1927969 3890389 3431450 2089078 1378884 517149 224484 640318 798142 2196677 1326045 670437 870632 6410581 6806565 73126 44634 16443151 15570124 2790313 2640539 4947195 4700768 46226 46226 7783734 7387533 X 6291566 6070327 2367851 2112264 8659417 8182591 16443151 15570124 -562493 85667 0 X X 0 1 X 1 1 1 X 1346181 1380971 21782432 20772758 18604016 63886358 31435905 29021723 11580288 11934882 12985470 96958268 32782086 30402694 33362720 32707640 31589486 160844626 7935 8166 9456 11381 18170 55108 16244830 13642061 16778522 746083 347071 47758567 16252765 13650227 16787978 757464 365241 47813675 113030951 2047111 2026025 1945193 2055287 1981477 10055093 2047111 2026025 1945193 2055287 1981477 10055093 131146 103001 89473 108678 71900 504198 34960343 32531720 35397386 34871605 33642863 171403917 0.65940 0.58540 0.05870 0.05970 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 18276 18276 162630603 195850517 162630603 195868793 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 13537 9716 35245 18276 76774 250000 250000 250000 250000 1000000 1500000 35245 18276 53521 PART II-A, LINE 1A INTERNATIONAL CITY/COUNTY MANAGEMENT ASSOCIATION (THE FILING ORGANIZATION) - 36-2167755, 777 NORTH CAPITOL STREET, NE, WASHINGTON, DC 20002. TOTAL LOBBYING EXPENDITURES TO INFLUENCE PUBLIC OPINION (GRASSROOTS LOBBYING) ARE $18,276. THIS ORGANIZATION HAS NOT MADE AN ELECTION UNDER SECTION 501(H). INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION (THE AFFILIATE ORGANIZATION) - 23-7268394, 777 NORTH CAPITOL STREET, NE, WASHINGTON, DC 20002. TOTAL LOBBYING EXPENDITURES ARE $0. THIS ORGANIZATION HAS MADE AN ELECTION UNDER SECTION 501(H). 320528 264631 55897 1311746 567357 744389 564403 494057 70346 870632 SUBTENANT SECURITY DEPOSITS 46226 46226 X 34167487 85667 212269 297936 33869551 -1193854 -1193854 32675697 34644313 212269 1193854 1406123 33238190 0 33238190 PART X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ASSOCIATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. AS SUCH, IT IS EXEMPT FROM INCOME TAXES ON ALL BUT UNRELATED BUSINESS INCOME. NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS REQUIRED FOR 2014. THE ASSOCIATION'S INCOME TAX RETURNS FOR FISCAL YEARS ENDING JUNE 30, 2011, 2012 AND 2013 ARE OPEN AS OF JUNE 30, 2014. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES $910,279 COST OF GOODS SOLD $283,575 PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES $910,279 COST OF GOODS SOLD $283,575 1 CENTRAL AMERICA 0 1 PROGRAM SERVICE MUNICIPAL GOVERNANCE 679216 SOUTH ASIA 7 322 PROGRAM SERVICE MUNICIPAL GOVERNANCE 10333171 EUROPE 0 3 PROGRAM SERVICE MUNICIPAL GOVERNANCE 18836 NORTH AMERICA 1 5 PROGRAM SERVICE MUNICIPAL GOVERNANCE 614050 MIDDLE EAST AND NORTH AFRICA 2 11 PROGRAM SERVICE MUNICIPAL GOVERNANCE 1419632 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE MUNICIPAL GOVERNANCE 4475 RUSSIA AND NEIGHBORING STATES 1 14 PROGRAM SERVICE MUNICIPAL GOVERNANCE 382462 SOUTH AMERICA 0 0 PROGRAM SERVICE MUNICIPAL GOVERNANCE 30676 11 356 0 0 11 356 13482518 0 13482518 RUSSIA AND NEIGHBORING STATES SOLID WASTE MANAGEMENT 15299 WIRE TRANSFER SOUTH ASIA LOCAL ECONOMIC DEVELOPMENT 9672 WIRE TRANSFER SOUTH ASIA SEE PART V 42964 WIRE TRANSFER 103636 SEE PART V COST CENTRAL AMERICA PROVIDING GRANTS FOR SMALL EQUIPMENT TO LOCAL COMMUNITIES 5000 WIRE TRANSFER 0 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 PROJECT FINANCE OFFICER. FUNDS ARE ALSO MONITORED BY PROJECT MANAGERS. SCHEDULE F, PART II, COLUMN D SOUTH ASIA #2 - PROVIDE SMALL INFRASTRUCTURE AND PERFORMANCE INCENTIVE FUNDS TO THE STRATEGIC BUSINESS UNITS OF THE NATIONAL WATER UTILITY AS PER COOPERATIVE AGREEMENT. SCHEDULE F, PART II, COLUMN H SOUTH ASIA #2 - INFRASTRUCTURE/EQUIPMENT ITEMS X X X X X 1 LIANNE ROMAHI 2200 N WESTMORELAND ST ARLINGTON VA 22213 PROPOSAL DEVELOPMENT 0 0 5313 -5313 JOCELYN MATHIASEN 320 NORTH PARK AVENUE EASTON CT 06612 PROPOSAL DEVELOPMENT 0 0 7418 -7418 MA PAZ MONEVA LOT 21-25 BLK 6 CARNATION ST CAMEL CAGAYA DE ORO CITY RP 9000 PROPOSAL DEVELOPMENT 0 0 7535 -7535 HOAI B HUYNH 20377 COTTSWOLD TERR STERLING VA 20165 PROPOSAL DEVELOPMENT 0 0 9000 -9000 LEO LAROCHELLE 151 DYER ROAD LEWISTON ME 04240 PROPOSAL DEVELOPMENT 0 0 12500 -12500 RONALD WEST 87 SCHOOL STREET CONCORD NH 03301 PROPOSAL DEVELOPMENT 0 0 7150 -7150 MARK GLOVER 334 S BAHAMAS AVE TEMPLAE TERRACE FL 33617 PROPOSAL DEVELOPMENT 0 0 7950 -7950 56866 -56866 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 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROPOSAL DEVELOPMENT 1 INSTITUTE FOR SUSTAINABLE COMMUNITIES 535 STONE CUTTERS WAY MONTPELIER VT 05602 223098727 501(C)(3) 86128 SUPPORT THE CITY LINKS PROGRAM CITY OF BREA NUMBER ONE CIVIC CENTER CIRCLE BREA CA 92821 956000681 501(C)(3) 20000 SUPPORT THE COACHING PROGRAM HARVARD KENNEDY SCHOLARSHIP HKS EXEC EDUCATION 79 JFK ST CAMBRIDGE MA 02138 042103580 501(C)(3) 11950 HARVARD KENNEDY SCHOLARSHIP 3 0 SCHOLARSHIPS TO PAY FOR TRAVEL, LODGING, AND REGISTRATION OF SELECT ICMA CONFERENCE ATTENDEES. 28 32933 PART I, LINE 2: THE SCHOLARSHIPS ARE PROVIDED 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 STIPEND TO HELP WITH TRAVEL AND HOTEL COSTS. 1 X X X X X 0 0 0 0 0 0 0 1 0 ROBERT O'NEILL EXECUTIVE DIRECTOR 362864 0 34965 0 0 0 56884 0 23665 0 478378 0 0 0 UMA RAMESH CHIEF OPERATING OFFICER 209624 0 11000 0 0 0 27571 0 18551 0 266746 0 0 0 DAVID GROSSMAN DIR. INTERNATIONAL PROGRAMS 177244 0 8000 0 0 0 19918 0 4983 0 210145 0 0 0 MARTHA PEREGO DIRECTOR, ETHICS 149542 0 7000 0 0 0 17488 0 8501 0 182531 0 0 0 WAYNE SOMMER DIRECTOR, US PROGRAMS 165592 0 2000 0 0 0 19568 0 14545 0 201705 0 0 0 DEXTER LOCKAMY MUNICIPAL FINANCE DIRECTOR 291012 0 0 0 1600 0 0 0 8765 0 301377 0 0 0 VAN JAMES RESIDENT ADVISOR 300094 0 0 0 800 0 25904 0 19002 0 345800 0 0 0 JOSEPH LOMBARDO CITY LINKS PROJECT DIRECTOR 166875 0 3350 0 0 0 4650 0 4727 0 179602 0 0 0 MARY ANN CRISTIANO DIRECTOR, BRAND MANAGEMENT 148885 0 5500 0 0 0 4669 0 17477 0 176531 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR RECEIVES A BONUS BASED ON A FORMULA DETERMINED BY THE BOARD. 990, PAGE 1, PART 1, LINE 1 AND PART III, LINE 1, CONTINUED 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. IN OUR 100TH YEAR, ICMA'S CORE VALUES CONTINUE TO BE ROOTED IN OUR STRINGENTLY ENFORCED CODE OF ETHICS AND COMMITMENT TO REPRESENTATIVE DEMOCRACY. 990. PART III, LINE 4A, CONTINUED CENTER FOR PUBLIC SAFETY MANAGEMENT(CPSM) PROVIDED PUBLIC SAFETY TECHNICAL ASSISTANCE SERVICES TO A NUMBER OF MUNICIPALITIES. IN ADDITION, ICMA HELD THE FIRST POLICE SYMPOSIUM PRIOR TO THE BOSTON CONFERENCE WITH MORE THAN 110 PARTICIPANTS, WITH A FOCUS ON THE FUTURE OF THE CURRENT POLICE DEPLOYMENT SYSTEM. CENTER FOR SUSTAINABLE COMMUNITIES(CSC) CONTINUED TO MANAGE THE LOCAL GOVERNMENT ENVIRONMENTAL ASSISTANCE NETWORK(LGEAN), A JOINT PARTNERSHIP WITH THE U.S. ENVIRONMENTAL PROTECTION AGENCY THAT FEATURES A WEBSITE (LGEAN.ORG) AND A HOTLINE FOR ENVIRONMENTAL COMPLIANCE OFFICIALS WORKING IN LOCAL GOVERNMENT. WITH FUNDING FROM THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT(HUD), ICMA DEVELOPED AND LAUNCHED THE NATIONAL RESOURCE NETWORK WEBSITE AND PRELIMINARY TECHNICAL ASSISTANCE SERVICES, INCLUDING A "311 FOR CITIES" THAT ALLOWS SELECT LOCAL GOVERNMENTS TO WRITE-IN WITH RESEARCH AND CONSULTING REQUESTS. ICMA CONTINUED TO CONDUCT RESEARCH ON SUSTAINABILITY AND SOCIAL EQUITY WITH THE SUPPORT OF A COOPERATIVE AGREEMENT FROM HUD AND WORKED WITH HUD ON A CHOICE NEIGHBORHOODS RESEARCH PROGRAM. ICMA PRODUCED AND DISTRIBUTED TWO BRIEFING PAPERS: "DEFYING THE ODDS: SUSTAINABILITY IN SMALL AND RURAL PLACES" AND A SIX-PART BRIEFING PAPER ON "ASSET-BASED ECONOMIC DEVELOPMENT". IN ADDITION, ICMA PRODUCED TWO PODCASTS BASED ON "ASSET-BASED ECONOMIC DEVELOPMENT" PAPERS. ICMA CONTINUED TO COORDINATE OUTREACH AND EDUCATION IN SUPPORT OF THE SUNSHOT PROJECT, WHICH IS FUNDED BY THE U.S. DEPARTMENT OF ENERGY AND TARGETS LOCAL STRATEGIES FOR INCREASING SOLAR DEPLOYMENTS IN COMMUNITIES AROUND THE UNITED STATES. IN PARTNERSHIP WITH CH2M HILL AND THE U.S. ENVIRONMENTAL PROTECTION AGENCY, ICMA ORGANIZED AND FACILITATED WORKSHOPS ON "CREATING COMMUNITIES FOR ALL AGES" WITH FOUR COMMUNITIES. IN PARTNERSHIP WITH ESRI, ICMA FINALIZED THE BOOK, THE GIS GUIDE FOR ELECTED OFFICIALS. FINALLY, ICMA WORKED ON OTHER PROJECTS COVERING THE TOPICS OF SHARED ADMINISTRATIVE SERVICES AMONG LOCAL HEALTH DEPARTMENTS, WATER UTILITY AND GOVERNING BOARD RATE CASE COMMUNICATIONS, AND LOCAL GOVERNMENT'S ROLE IN CREATING HEALTHY FOOD SYSTEMS. CENTER FOR MANAGEMENT STRATEGIES(CMS), ALONG WITH THE ALLIANCE FOR INNOVATION AND ARIZONA STATE UNIVERSITY, CONTINUED TO MANAGE THE WORK OF THE LOCAL GOVERNMENT RESEARCH COLLABORATIVE(LGRC). AT THE BOSTON CONFERENCE, THE LGRC IDENTIFIED ITS FIRST TOPIC FOR RESEARCH: THE WORKPLACE/WORKFORCE OF THE FUTURE, WITH A SPECIFIC FOCUS ON WAYS ORGANIZATIONAL DUE PROCESS CAN INHIBIT INNOVATION IN AN ORGANIZATION AND EXAMPLES OF ALTERNATIVE APPROACHES. ICMA INTERNATIONAL PROGRAMS PROMOTE ICMA'S MISSION IN THE INTERNATIONAL CONTEXT AND PROVIDE INTERNATIONAL OPPORTUNITIES FOR ENGAGEMENT WITH ICMA MEMBERS. ICMA'S INTERNATIONAL WORK SEEKS TO BUILD SUSTAINABLE COMMUNITIES THAT IMPROVE PEOPLE'S LIVES BY DEVELOPING LOCAL CAPACITY AND PROMOTING GOOD GOVERNANCE. WITH FUNDING FROM USAID AND OTHER INTERNATIONAL DONOR ORGANIZATIONS, ICMA PROVIDES PEER-TO-PEER TECHNICAL ASSISTANCE, TRAINING, AND RESOURCES TO MUNICIPALITIES IN DEVELOPING AND DECENTRALIZING COUNTRIES. ICMA MAINTAINED AN ACTIVE PROJECT PORTFOLIO OF 18 PROGRAMS INVOLVING 19 COUNTRIES. WE ALSO SUPPORTED IMPORTANT GLOBAL CITY LEARNING NETWORKS FOCUSED ON CLIMATE CHANGE ADAPTATION THROUGH THE ASSOCIATION OF SOUTHEAST ASIAN NATIONS(ASEAN) BASED IN INDONESIA AND THE DURBAN ADAPTATION CHARTER BASED IN SOUTH AFRICA UNDER THE FLAGSHIP CITYLINKS PROJECT. WE HOSTED THE FIRST ICMA INTERNATIONAL REGIONAL SUMMIT IN YANGZHOU, CHINA, ATTRACTING PARTICIPANTS FROM EIGHT COUNTRIES, AND PROVIDED PRE- AND POST-SUMMIT STUDY TOURS. ICMA PROVIDED 21 MEMBERS WITH OPPORTUNITIES TO PARTICIPATE IN ICMA INTERNATIONAL ACTIVITIES AS ADVISORS, CONSULTANTS, CONFERENCE PRESENTERS, AND CITYLINKS PARTNERS. 990. PART III, LINE 4B, CONTINUED ICMA LAUNCHED THE WILLIAMSBURG LEADERSHIP INSTITUTE WITH 12 REGISTERED PARTICIPANTS; HELD THE GETTYSBURG LEADERSHIP INSTITUTE WITH 29 PARTICIPANTS; AND OFFERED THE ICMA SENIOR EXECUTIVE INSTITUTE WITH 22 SENIOR MANAGER PARTICIPANTS. ICMA OFFERED 13 ICMA UNIVERSITY WORKSHOPS AND THE THIRD ANNUAL LEADERSHIP INSTITUTE AT THE BOSTON CONFERENCE, AND PARTNERED WITH STATE/AFFILIATE ASSOCIATIONS AND LOCAL GOVERNMENTS TO OFFER 20 WORKSHOPS. WE ALSO ADDED 11 NEW WORKSHOP OFFERINGS. IN ADDITION, ICMA CONDUCTED 27 ICMA UNIVERSITY WEBINARS, WITH A TOTAL REGISTRATION OF 1,231 JURISDICTIONS. ICMA GRADUATED 12 MEMBERS OF LEADERSHIP ICMA CLASS OF 2013; 20 MEMBERS OF THE EMERGING LEADERS DEVELOPMENT PROGRAM CLASS OF 2013; AND 13 MEMBERS OF THE INAUGURAL MID-CAREER MANAGEMENT INSTITUTE, 2012-2013. CAREER SERVICES/NEXT GENERATION PROGRAM INCREASED THE NUMBER OF ICMA STUDENT CHAPTER PARTICIPANTS FROM 28 TO 42 CHAPTERS, INCLUDING 2 INTERNATIONAL STUDENT CHAPTERS(IN AFGHANISTAN AND SLOVAKIA). ICMA SECURED 21 LOCAL GOVERNMENTS TO HOST 35 LOCAL GOVERNMENT MANAGEMENT FELLOWS(LGMF). SEVEN FELLOWS FROM 2013 WILL BE ENTERING THEIR SECOND YEAR AS WELL. THIS MARKS THE 10TH YEAR OF THE LGMF. THE CREDENTIALING PROGRAM GRANTED ICMA CREDENTIAL OR CANDIDATE STATUS TO 108 MEMBERS, FOR A TOTAL OF 1,339 AND ACHIEVED A RENEWAL RATE OF 99%, WITH THE MAJORITY COMPLETED ONLINE. FORM 990, PART VI, SECTION A, LINE 6 CORPORATE MEMBER: 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 11 A DRAFT OF THE FORM 990 IS PROVIDED TO THE AUDIT COMMTTEE FOR REVIEW. THE DRAFT IS DISCUSSED VIA CONFERENCE CALL OR AT THE BOARD MEETING. A COPY OF THE RETURN IS 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 SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. 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 EXECUTVE DIRECTORS OF OTHER COMPARABLE ORGANIZATIONS, INCLUDING COMPENSATION DATA FROM THE AMERICAN RESEARCH COMPANY ON 2,500 ASSOCIATION CEOS, 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 CFO. 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 2009 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. 990, PART VII, SECTION B, COLUMN B NARC - PROJECT MANAGEMENT AND OVERSIGHT FORM 990, PART XII, LINE 2C ICMA HAS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT AND THE SELECTION OF THE AUDIT FIRM. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION 777 NO CAPITOL ST NE WASHINGTON DC 20002 237268394 HELPING PUBLIC SECTOR EMPLOYEES BUILD RETIREMENT SECURITY DE 501(C)(3) LINE 9 0 CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC 777 NORTH CAPITOL STREET NE WASHINGTON DC 20002 521655825 REIT HOLDING THE HEADQUARTERS OFFICE BUILDING MD N/A C 2867440 6550341 0.33330 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 1 0 0 INTL CITY MANAGEMENT RETIREMENT CORP A 1149436 FMV INTL CITY MANAGEMENT RETIREMENT CORP M 683500 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC F 420000 FMV CENTER FOR PUBLIC ADMINISTRATION AND SERVICE INC J 2101277 FMV