12.18.23 OMA Board Book

Pri-Med, other educational groups

Grants Total

$ $

85,143 85,143

$ $

50,000 50,000

$ $

50,000 50,000

$ $

25,000 75,000

$ $

14,063 24,696

$ $

- -

$ $

15,625 16,186

Direct Public Support

Spring and Fall Sponsored Lunch

Corp Contrib for Education

$

90,000

$

50,000

$

90,000

$

100,000

$

90,000

$

135,000

$

-

Top Section Revenue total

3,754,217 $ 3,921,530 $ 4,183,555 $ 4,055,575 $ 4,105,207 $

4,613,066

$

3,707,453 $

top sections only - sub total

Total Revenue

$

3,707,453 $

3,754,217 $ 3,921,530 $ 4,183,555 $ 4,055,575 $ 4,105,207 $

4,613,066

Expenses

Membership & Services

Renewal Postcard (printing + shipping), Welcome Kit shipping

Postage/Shipping

$ $ $

8,540 9,995 2,500

$ $ $

7,290 2,843 2,266

$ $ $

9,500 11,070 2,550

$ $ $

9,112 7,935 3,437

$ $ $

5,520 5,900

$ $ $

2,353

$ $ $ $ $

6,900 6,000 3,200

Brochures for External Events, Welcome Kits

Printing

112 520

Annual Conference Awards & Shipping for those not present

Certificates/Awards/Pins

450

Lead gen, Membership Survey, Digital Ad Spend (social & Google), Annual Conference Event prizes & games, Annual Conference Member Gift $$ for membership for STOP ($1,000), OCAN, ($1,000), Employer's Council ($3,600), CSAE ($1,500), CMSS ($9,000) 2024; rounded up to $16,500 evenly to accommodate any other memberships that may occur during the year which are unanticipated. Selfie wall for Denver Exhibit Hall & External Exhibits pop up banner

Marketing

$

42,000

$

13,775

$

40,000

$

6,613

$

33,900

$

5,166

86,000

Corporate Council

550

External OMA Membership Dues

$ $

-

$ $

3,578 29,752

$ $

-

$ $

7,500 34,598

$ $

6,000 51,770

$ $

7,595 15,745

$16,500 119,150

Total

63,035

63,120

$

Affliated Network Groups

Marketing Seed Money Insurances

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

- - - - - - - -

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

- - - - - - - -

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

- - - - - - - -

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

- - - - - - - -

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

- - - - - - - -

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

- - - - - - - -

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

- - - - - - - -

Travel Staff & BOT

Accounting and Legal Fees Chapter Formation Agency Fee Education Development

Total

Education

Merchandise

25,000 25,000 3,000 17,000 5,000 18,000 -

rx pads, infographics, pt infographics, office forms, clothing, tape measures, resistance bands Obesity roadmap, primary care, prevention/treatment, handbook, practice Q's,

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 6,000 8,160 1,075 3,000 92,321 - - -

24,557 29,437

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

22,066 27,694

eBooks & Course Books

Digital CME Algorithm

106

-

course development fees 350 new books, 100 peds algo

6,920

38,154

Proficiency Badges

-

-

Syllabus

syllabus for review course and fundamentals

29,357 9,600

9,772 6,899

Webinars & Podcasts & Student Workshop

$500 x 2 a mo x 12 mo (podcasts - $250 x 2 a month x 12mo)

Salary Calculator

- -

- -

- -

- -

- -

Centers of Excellence & OMEC

SAP

7,406 6,260

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

1,773 6,100

9,937 9,913

9,850 8,000 4,575

250 adult, 150 peds

Shipping

average from 2022 for shipping of products

Trademark Fees

- -

- -

- -

algorithm, SAP trademark filing

Marketing

-

112,459 $

115,425

Total

109,902

113,642 $

147,475 $

Board Strategic Planning Event

Will not allocate any $$ for strategic planning in FY2024 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

$ $ $ $ $

12,256

$ $ $ $ $

- - - - -

$ $ $ $ $

- - - - -

$ $ $ $ $

- - - - -

Activities Consultant Facilities

-

- -

36,750

5,000 10,000 31,200

-

23,804 36,059

Total

36,750

Board of Trustees General

Will need to estimate for a total of 14 BOT Members since we're adding another BOT seat in FY2024 with the bylaws changes. Calculated using a total of 14 board members at $2250 ($500 airfare, $1500 hotel for 5 nights, $250 ground/meals) x 2 meetings (Spring 2024 & Fall 2024) for a total of $63K Reserved $3,000 for any potential "other" travel for Fitch/Alexander or others & allocated $10,000 for CMSS meeting(s)-related travel for key BOT leadership + the OMA leadership per the BOT directive in 10/2023.

OMA Conference Travel

$

54,000

$

29,910

$

35,000

$

63,845

$58,500

$

40,693

$

63,000

Other Travel

$ $ $ $ $

- - -

$ $ $ $ $

-

$ $ $ $ $

- - - -

$ $ $ $ $

-

$ $ $ $ $

3,000

$ $ $ $ $

638

$ $ $ $ $

13,000

Meeting Expenses Printing and Postage Leadership Development

25 65

143

- - -

- - -

- - -

- -

5,000 59,000

-

Total

30,001

35,000

63,989

61,500

41,331

76,000

External Professional Meetings

1 alternate 1 board - session room, F&B, onsite materials, travel; estimated costs for FY2024 based on FY2023 budgeted amounts. - in Chicago again. 1 alternate 1 board - session room, F&B, onsite materials, travel; estimated costs for FY2024 based on FY2023 budgeted amounts. - in Orlando at Swan & Dolphin so budgeted more.

AMA Annual Caucus

$

5,100

$

-

$

5,100

$

3,299

$

5,000

$

4,806

$

5,000

AMA Interim Caucus

$

3,050

$

-

$

3,050

$

7,768

$

3,000

$

-

$

5,000