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

4404 Ads - Education

1,500.00

2,916.67

(1,416.67)

25

17,500.00

26,249.99

(8,749.99) 119

35,000.00

4405 Ads - Career Center

-

833.33

(833.33)

3,000.00

7,500.01

(4,500.01) 120

10,000.00

Total 4400 Publications

1,500.00

12,291.67

(10,791.67)

41,450.00

110,624.99

(69,174.99)

147,500.00

4700 Administration

4701 Interest Income

14,403.97

-

14,403.97

26 111,178.73

-

111,178.73

121

-

4704 Miscellaneous

2,677.55

-

2,677.55

27

8,673.58

-

8,673.58

122

-

4706 Unrealized Gains/Losses

(71,664.62)

-

(71,664.62)

28

20,460.43

-

20,460.43

123

-

Total 4700 Administration

(54,583.10)

-

(54,583.10)

140,312.74

-

140,312.74

-

4900 Fundamentals Courses

4904 FUN - Educational Grant

-

4,166.67

(4,166.67)

29

75,000.00

37,499.99

37,500.01

124

50,000.00

4905 FUN - Fundamentals Online

1,300.00

1,375.00

(75.00)

8,020.00

12,375.00

(4,355.00) 125

16,500.00

4901 FUN - Registrations

13,500.00

6,600.00

6,900.00

30

45,159.25

59,400.00

(14,240.75) 126

79,200.00

4902 FUN - Exhibits

-

2,083.33

(2,083.33)

31

17,405.00

18,750.01

(1,345.01) 127

25,000.00

Total 4900 Fundamentals Courses

14,800.00

14,225.00

575.00

145,584.25

128,025.00

17,559.25

170,700.00

4910 Advanced 2-Day Course

4911 Registrations

-

4,166.67

(4,166.67)

32

-

37,499.99

(37,499.99) 128

50,000.00

4912 Exhibits

-

533.33

(533.33)

-

4,800.01

(4,800.01) 129

6,400.00

Total 4910 Advanced 2-Day Course

-

4,700.00

(4,700.00)

-

42,300.00

(42,300.00)

56,400.00

4950 Direct Public Support

4951 Corp Contrib for Education

-

-

-

90,000.00

-

90,000.00

130

-

Total 4950 Direct Public Support

-

-

-

90,000.00

-

90,000.00

-

Total Income

344,248.93

405,945.85

(61,696.92)

2,343,852.82

3,653,512.45

(1,309,659.63)

4,871,350.00

Expense

5100 -Membership Services

5101 Postage/Shipping

95.91

833.33

(737.42)

3,652.76

7,500.01

(3,847.25) 131

10,000.00

5102 Printing

-

1,250.00

(1,250.00)

33

1,010.58

11,250.00

(10,239.42) 132

15,000.00

5103 Certificates/Awards/Pins

-

416.67

(416.67)

-

3,749.99

(3,749.99) 133

5,000.00

5105 Marketing

1,890.42

7,916.67

(6,026.25)

34

2,486.05

71,249.99

(68,763.94) 134

95,000.00

5118 External OMA Memberships

-

166.67

(166.67)

-

1,499.99

(1,499.99) 135

2,000.00

Total 5100 -Membership Services

1,986.33

10,583.34

(8,597.01)

7,149.39

95,249.98

(88,100.59)

127,000.00

5130 State Chapters

5131 Marketing

-

1,250.00

(1,250.00)

35

-

11,250.00

(11,250.00) 136

15,000.00

5132 Seed Money

-

3,333.33

(3,333.33)

36

-

30,000.01

(30,000.01) 137

40,000.00

5133 Insurances

-

833.33

(833.33)

-

7,500.01

(7,500.01) 138

10,000.00

5134 Travel Staff & BOT

-

1,666.67

(1,666.67)

37

275.96

14,999.99

(14,724.03) 139

20,000.00

5135 Accounting and Legal Fees

-

1,708.33

(1,708.33)

38

-

15,375.01

(15,375.01) 140

20,500.00

5136 Chapt Formation Agency Fee

-

3,291.67

(3,291.67)

39

39,500.00

29,624.99

9,875.01

141

39,500.00

5137 Education Development

-

1,250.00

(1,250.00)

40

-

11,250.00

(11,250.00) 142

15,000.00

Total 5130 State Chapters

-

13,333.33

(13,333.33)

39,775.96

120,000.01

(80,224.05)

160,000.00

5140 Education

5106 Merchandise

-

833.33

(833.33)

12,144.59

7,500.01

4,644.58

143

10,000.00

5296 Books Production

4,730.21

875.00

3,855.21

41

5,019.96

7,875.00

(2,855.04) 144

10,500.00

5121 Digital CME

-

416.67

(416.67)

-

3,749.99

(3,749.99) 145

5,000.00

5116 Algorithm App

750.00

1,333.33

(583.33)

14,271.83

12,000.01

2,271.82

146

16,000.00

5122 Proficiency Badges

-

416.67

(416.67)

65.63

3,749.99

(3,684.36) 147

5,000.00

5123 Syllabus

3,436.49

2,000.00

1,436.49

42

17,290.37

18,000.00

(709.63)

24,000.00

5124 Webnrs/Podcsts,Student WS 500.00

1,583.33

(1,083.33)

43

18,975.00

14,250.01

4,724.99

148

19,000.00

5125 Salary Calculator

-

-

-

8,000.00

-

8,000.00

149

-

5250 Centers of Excellence&OMEC

-

83.33

(83.33)

-

750.01

(750.01)

1,000.00

5126 SAP

-

2,333.33

(2,333.33)

44

11,830.00

21,000.01

(9,170.01) 150

28,000.00

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