2020-10-29 OMA Agenda - Board of Trustees

Obesity Medicine Association Profit & Loss Budget Performance September 2020

Foot note Jan - Sep 20 YTD Budget $ Over Budget

Foot note Annual Budget

Sep 20

Budget

$ Over Budget

Ordinary Income/Expense

Income

4100 Membership Services

4101 Membership Dues

87,558.95 $

106,166.67 $

$

(18,607.72)

1 808,078.70 $

955,499.99 $

(147,421.29) $

86 1,274,000.00 $

4102 Corporate Advisory Council

-

5,833.33

(5,833.33)

2 130,000.00

52,500.01

77,499.99

87

70,000.00

Total 4100 Membership Services

87,558.95

112,000.00

(24,441.05)

938,078.70

1,008,000.00

(69,921.30)

1,344,000.00

4130 State Chapters

4131 State Chapter Dues

-

1,562.50

(1,562.50)

3

-

14,062.50

(14,062.50)

88

18,750.00

4132 Chapter Education

-

3,125.00

(3,125.00)

4

-

28,125.00

(28,125.00)

89

37,500.00

4133 Sponsorships & Advertise

-

1,250.00

(1,250.00)

5

-

11,250.00

(11,250.00)

90

15,000.00

4134 Exhibits

-

2,500.00

(2,500.00)

6

-

22,500.00

(22,500.00)

91

30,000.00

Total 4130 State Chapters

-

8,437.50

(8,437.50)

-

75,937.50

(75,937.50)

101,250.00

4150 Education Products & Serv

4104 Merchandise Sales

2,771.20

2,916.67

(145.47)

24,954.75

26,249.99

(1,295.24)

92

35,000.00

4105 Book Sales

1,058.33

1,666.67

(608.34)

11,727.33

14,999.99

(3,272.66)

93

20,000.00

4107 Digital CME(Academy)

58,291.60

62,500.00

(4,208.40)

7 364,191.70

562,500.00

(198,308.30)

94

750,000.00

4108 Syllabus Sales

13,485.00

2,083.33

11,401.67

8

22,310.00

18,750.01

3,559.99

95

25,000.00

4111 Prof Badge & Cert Fees

1,050.00

1,666.67

(616.67)

5,350.00

14,999.99

(9,649.99)

96

20,000.00

4113 SAP

6,972.00

2,916.67

4,055.33

9

15,851.00

26,249.99

(10,398.99)

97

35,000.00

4114 Algorithm Sales

2,160.00

3,333.33

(1,173.33)

10

18,158.90

30,000.01

(11,841.11)

98

40,000.00

4115 Webinars & Podcasts

-

416.67

(416.67)

144.00

3,749.99

(3,605.99)

99

5,000.00

Total 4150 Education Products & Serv 85,788.13

77,500.01

8,288.12

462,687.68

697,499.97

(234,812.29)

930,000.00

4300 Spring Conference

4310 Spr - Educational Grant

-

1,666.67

(1,666.67)

11

2,500.00

14,999.99

(12,499.99) 100

20,000.00

4301 Spr - Misc

-

-

-

-

-

-

-

4302 Spr - Ads Program

-

833.33

(833.33)

1,050.00

7,500.01

(6,450.01) 101

10,000.00

4303 Spr - Sponsorships

-

3,333.33

(3,333.33)

12

2,700.00

30,000.01

(27,300.01) 102

40,000.00

4304 Spr - Exhibits

-

10,833.33

(10,833.33)

13

1,500.00

97,500.01

(96,000.01) 103

130,000.00

4305 Spr - Registration

(350.00)

50,000.00

(50,350.00)

14 284,265.50

450,000.00

(165,734.50) 104

600,000.00

4309 Spr - Livestream Attendees

-

416.67

(416.67)

-

3,749.99

(3,749.99) 105

5,000.00

Total 4300 Spring Conference

(350.00)

67,083.33

(67,433.33)

292,015.50

603,750.01

(311,734.51)

805,000.00

4340 Virtual Conference

4341 Program Ads

-

416.67

(416.67)

-

3,749.99

(3,749.99) 106

5,000.00

4342 Sponsorships

-

1,250.00

(1,250.00)

15

-

11,250.00

(11,250.00) 107

15,000.00

4343 Exhibits

-

1,250.00

(1,250.00)

16

-

11,250.00

(11,250.00) 108

15,000.00

4344 Registrations

-

1,666.67

(1,666.67)

17

-

14,999.99

(14,999.99) 109

20,000.00

4345 Grants

-

5,000.00

(5,000.00)

18

-

45,000.00

(45,000.00) 110

60,000.00

Total 4340 Virtual Conference

-

9,583.34

(9,583.34)

-

86,249.98

(86,249.98)

115,000.00

4350 Fall Conference

4359 Fall - Educational Grant

-

1,666.67

(1,666.67)

19

-

14,999.99

(14,999.99) 111

20,000.00

4351 Fall - Misc

-

416.67

(416.67)

900.00

3,749.99

(2,849.99) 112

5,000.00

4352 Fall - Ads Program

3,480.00

375.00

3,105.00

20

3,480.00

3,375.00

105.00

4,500.00

4353 Fall - Sponsorships

10,435.00

7,083.33

3,351.67

21

15,135.00

63,750.01

(48,615.01) 113

85,000.00

4354 Fall - Exhibits

11,900.00

12,500.00

(600.00)

19,655.00

112,500.00

(92,845.00) 114

150,000.00

4355 Fall - Registration

183,719.95

77,500.00

106,219.95

22 194,553.95

697,500.00

(502,946.05) 115

930,000.00

4360 Fall - Livestream Attendee

-

583.33

(583.33)

-

5,250.01

(5,250.01) 116

7,000.00

Total 4350 Fall Conference

209,534.95

100,125.00

109,409.95

233,723.95

901,125.00

(667,401.05)

1,201,500.00

4400 Publications

4402 Ads - Newsletter

-

4,166.67

(4,166.67)

23

14,100.00

37,499.99

(23,399.99) 117

50,000.00

4403 Ads-Website/Social/Drctory

-

4,375.00

(4,375.00)

24

6,850.00

39,375.00

(32,525.00) 118

52,500.00

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