1.9.2023 Board Book

Expenses

Membership & Services

Renewal letters, new abom diplomates, Welcome kit, acquisition mailings - removed pin from NMKs which is cutting our cost by nearly 2/3 CAC, Fall Awards (Pins are included in marketing) - not doing awards until AM2024 so only printing CAC awards list buy, outreach, member pins, social, google, conference member events $$ for membership to STOP ($1,000), OCAN, ($1,000) & Employer's Council ($3,600) or FY2023; left at an even $6K to accommodate any other memberships that may come through which are unanticipated. Renewal postcards, brochure, Welcome Kit

Postage/Shipping

$ $ $ $

10,000 15,000 5,000 95,000

$ $ $ $

4,846 1,551 1,914 4,023

$ $ $ $

8,540 9,995

$ $ $ $

7,290 2,843

$ $ $ $

9,500 11,070 2,550 40,000

$ $ $ $

7,998 3,579 3,378 6,613

$ $ $ $

5,520 5,900

Printing

Certificates/Awards/Pins

2,500 42,000

2,266 13,775

450

Marketing

33,900

External OMA Membership Dues

$ $

2,000

$ $

-

$ $

-

$ $

3,578 29,752

$ $

-

$ $

7,500 29,069

$ $

6,000 51,770

Total

127,000

12,333

63,035

63,120

Affliated Network Groups

Marketing Seed Money Insurances

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

15,000 40,000 10,000 20,000 20,500 39,500 15,000 160,000 10,000 10,500 5,000 16,000 5,000 24,000 19,000 1,000 28,000 2,000 3,000 15,000 138,500 -

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

- - -

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

- - - - - - - -

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

- - - - - - - -

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

- - - - - - - -

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

- - - - - - - -

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

- - - - - - - -

Travel Staff & BOT

276

Accounting and Legal Fees Chapter Formation Agency Fee Education Development

-

39,500

-

Total

39,776

Education

clothing, rx pads, infographics,

Merchandise

15,595 5,109

12,900 5,000 2,000 20,400 20,500 17,000 - 15,000 3,950 3,000 99,750 - - -

21,611 11,928 1,200 26,023 19,291 10,000 -

18,500 7,000 3,000 12,000 19,036 14,550 -

24,557 27,946

19,000 22,000 2,000 42,300 23,800 15,250 -

author books, textbooks (large purchase of new ABOM books in beginning of year)

eBooks & Course Books

potential for updates/add ons after ETHOS implementation Based on current bids for design work and previous printing costs

Digital CME Algorithm

800

106

18,734

19,325

Proficiency Badges

66

-

printing, shipping, storage fees for conference and fundamentals syllabus

Syllabus

24,915 23,210 8,000 19,081 5,625 -

27,862 7,550

$500 each webinar/$125 each podcast

Webinars & Podcasts & Student Workshop

Salary Calculator

- -

- -

- -

- -

Centers of Excellence & OMEC

about 25% of sales for printing

SAP

9,937 9,913

6,000 8,160 1,075 3,000

7,406 5,224

7,500 8,050 1,000 6,575

average from 2022 for shipping of products

Shipping

place holder

Trademark Fees

- -

- -

- -

Social media marketing

Marketing

Total

121,135

109,902

92,321

119,976

147,475

Board Strategic Planning Event

Will not allocate any $$ for strategic planning in FY2023 since strategic planning has concluded in FY2022 for the next few years.

Travel Expenses

$ $ $ $ $

- - - - -

$ $

- -

$ $ $ $ $

12,600 2,500 12,000 10,000 37,100

$ $ $ $ $

- -

$ $ $ $ $

16,200

$ $ $ $ $

11,506

$ $ $ $ $

- - - - -

Activities Consultant Facilities

-

- -

36,750

5,000 10,000 31,200

-

23,804 35,310

Total

$

-

36,750

Board of Trustees General

Calculated using a total of 13 board members at 2250 (500 airfare, 1500 hotel for 5 nights, 250 ground/meals) x 2 meetings (Spring 2023 & Fall 2023) Reserved $3000 here for any potential "other" travel for Fitch or others.

OMA Conference Travel

$ $ $ $ $ $

80,000 20,000 2,700

$ $ $ $ $ $

-

$ $ $ $ $ $

54,000

$ $ $ $ $ $

29,910

$ $ $ $ $ $

35,000

$ $ $ $ $ $

39,756 5,702

$ $ $ $ $ $

58,500 3,000

Other Travel

5,951 2,780

- - -

-

- - - -

Meeting Expenses Printing and Postage Leadership Development

25 65

143

- - -

100

238

- -

5,000

-

5,000 59,000

-

35,000

45,601

61,500

Total

107,800

8,969

30,001

External Professional Meetings

1 staff 2 board - booth, onsite materials, travel; estimated costs for FY2023 based on FY2022 budgeted amounts. 1 alternate 1 board - session room, onsite materials, travel; estimated costs for FY2023 based on FY2022 budgeted amounts. Fitch requests budgeting for she & ED for OW 2023; estimated $500/person air fare, $1500 hotel per person, $250/person for ground/meals) 2023 - Include $1500 for potential honorarium for accepted talk; Fitch requests budgeting for ASMBS (only) for FY2023 for she & ED. Assumed same costs as noted above for Obesity Week when calculating this cost. Won't attend since FY2023 as AAFP Annual Meeting conflicts with OMA's Fall 2023 Meeting date(s). Will send 1-2 board members to attend; currently TBD as to who will attend;estimated $10K due to international travel Local to Denver in FY2023, so accounting only for the cost of the booth, giveaway items and minimum travel for OMA staff. - Won't attend (staff or board) for FY2023 - Won't attend Pri-Med in FY2023; see notes below for AAFP Meeting in FY2023 2023 - Include $1500 for potential honorarium for accepted talk. Registration for 1 person to audit course

AMA Annual Caucus

$

4,500

$

-

$

5,100

$

-

$

5,100

$

820

$

5,000

AMA Interim Caucus

$

3,000

$

-

$

3,050

$

-

$

3,050

$

-

$

3,000

Obesity Week

$ $

15,000

$ $

- -

$ $

11,500

$ $

50

$ $

- -

$ $

593

$ $

4,500

Academy of Nutrition and Dietetics

-

-

-

-

ASMBS / AAPA Pri-Med / AAFP

$ $

10,000 12,000

$ $

5,100 11,000

$ $

1,500

$ $

- -

$ $

10,450 10,700

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

6,185 4,331 4,950 1,500

$ $

6,000

-

AAFP AANP

$

10,000

$

-

$

1,500

$

1,500

$

1,500

$

1,500

EASO

$ $ $ $ $ $ $ $ $ $ $ $ $

3,500 6,000 9,600 4,000

$ $ $ $ $ $ $ $ $ $ $ $ $

-

$ $ $ $ $ $ $ $ $ $ $ $ $

-

$ $ $ $ $ $ $ $ $ $ $ $ $

- -

$ $ $ $ $ $ $ $ $ $ $ $ $

11,500 1,000

2,115

$ $ $ $ $ $ $ $ $ $ $ $

10,000 1,500

Blackburn Course

1,405

2,550

-

American College of Lifestyle Medicine (ACLM

-

10,350 8,000 43,550

4,050

10,850

-

4,000

Misc. Total

409

527

-

1,679 22,173

-

77,600

17,914

6,127

54,150

35,500

Accreditation Cost

probably not going to proceed with AOA accreditation in FY2023

AOA

375

325

375

532

530

1,050 7,500 3,100 4,540 -

375

ACCME

9,500

7,500

7,500

7,500

7,500

8,000

APA

450

-

-

-

-

AANP for fundies and conferences

AANP/AAPA

5,000 8,350

6,045 2,665

6,250 2,700

8,345 4,290

8,500 4,205

6,250 4,500

AAFP for conferences

AAFP ACPE

600 500 900

- -

- -

- -

- -

- -

- -

ACE Social Work

AAP for fall conference

AAP

450

500

900

450

450

500