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

5127 Shipping

577.43

166.67

410.76

2,767.22

1,499.99

1,267.23

151

2,000.00

5128 Trademark Fees

-

250.00

(250.00)

-

2,250.00

(2,250.00) 152

3,000.00

5129 Marketing

-

1,250.00

(1,250.00)

45

-

11,250.00

(11,250.00) 153

15,000.00

Total 5140 Education

9,994.13

11,541.66

(1,547.53)

90,364.60

103,875.02

(13,510.42)

138,500.00

5200 Board of Trustees

5201 OMA Conference Travel

-

6,666.67

(6,666.67)

46

-

59,999.99

(59,999.99) 154

80,000.00

5206 Other Travel

-

1,666.67

(1,666.67)

47

5,951.20

14,999.99

(9,048.79) 155

20,000.00

5202 Meeting Expenses

-

225.00

(225.00)

-

2,025.00

(2,025.00) 156

2,700.00

5203 Printing and Postage

-

8.33

(8.33)

238.28

75.01

163.27

100.00

5204 Leadership Development

-

416.67

(416.67)

-

3,749.99

(3,749.99) 157

5,000.00

Total 5200 Board of Trustees

-

8,983.34

(8,983.34)

6,189.48

80,849.98

(74,660.50)

107,800.00

5220 External Prof Meetings

5221 AMA Annual Caucus

-

375.00

(375.00)

-

3,375.00

(3,375.00) 158

4,500.00

5222 AMA Interim Caucus

-

250.00

(250.00)

-

2,250.00

(2,250.00) 159

3,000.00

5223 Obesity Week

-

1,250.00

(1,250.00)

48

-

11,250.00

(11,250.00) 160

15,000.00

5225 AAPA

-

833.33

(833.33)

5,100.00

7,500.01

(2,400.01) 161

10,000.00

5226 AAFP

-

1,000.00

(1,000.00)

11,000.00

9,000.00

2,000.00

162

12,000.00

5227 AANP

-

833.33

(833.33)

-

7,500.01

(7,500.01) 163

10,000.00

5228 EASO

-

291.67

(291.67)

-

2,624.99

(2,624.99) 164

3,500.00

5229 Blackburn Course

-

500.00

(500.00)

1,405.00

4,500.00

(3,095.00) 165

6,000.00

5231 Lifestyle Medicine

-

800.00

(800.00)

-

7,200.00

(7,200.00) 166

9,600.00

5232 Misc

-

333.33

(333.33)

408.87

3,000.01

(2,591.14) 167

4,000.00

Total 5220 External Prof Meetings

-

6,466.66

(6,466.66)

17,913.87

58,200.02

(40,286.15)

77,600.00

5240 Certificates

5241 Production

-

41.67

(41.67)

-

374.99

(374.99)

500.00

5242 Honorarium

-

208.33

(208.33)

-

1,875.01

(1,875.01) 168

2,500.00

Total 5240 Certificates

-

250.00

(250.00)

-

2,250.00

(2,250.00)

3,000.00

5270 Accreditation Cost

5271 AOA

50.00

31.25

18.75

325.00

281.25

43.75

375.00

5272 ACCME

-

791.67

(791.67)

7,500.00

7,124.99

375.01

9,500.00

5273 APA

-

37.50

(37.50)

-

337.50

(337.50)

450.00

5274 AANP/AAPA

1,000.00

416.67

583.33

4,260.00

3,749.99

510.01

5,000.00

5275 AAFP

1,185.00

695.83

489.17

2,665.00

6,262.51

(3,597.51) 169

8,350.00

5279 ACPE

-

50.00

(50.00)

-

450.00

(450.00)

600.00

5277 ACE Social Work

-

41.67

(41.67)

-

374.99

(374.99)

500.00

5280 AAP

450.00

75.00

375.00

450.00

675.00

(225.00)

900.00

5278 CDR Dietician

90.00

19.17

70.83

210.00

172.49

37.51

230.00

5281 Misc

-

41.67

(41.67)

-

374.99

(374.99)

500.00

Total 5270 Accreditation Cost

2,775.00

2,200.43

574.57

15,410.00

19,803.71

(4,393.71)

26,405.00

5300 Spring Conference

5301 Spr - Marketing

-

3,333.33

(3,333.33)

49

14,908.12

30,000.01

(15,091.89) 170

40,000.00

5302 Spr - Printing Event/Edu

-

416.67

(416.67)

131.64

3,749.99

(3,618.35) 171

5,000.00

5303 Spr - Postage/Shipping

-

166.67

(166.67)

183.52

1,499.99

(1,316.47) 172

2,000.00

5304 Spr - Exhibit Services

-

416.67

(416.67)

-

3,749.99

(3,749.99) 173

5,000.00

5305 Spr - Insurance

-

208.33

(208.33)

-

1,875.01

(1,875.01) 174

2,500.00

5306 Spr - Supplies

-

83.33

(83.33)

2,223.91

750.01

1,473.90

175

1,000.00

5307 Spr - Travel

-

1,750.00

(1,750.00)

50

5,248.02

15,750.00

(10,501.98) 176

21,000.00

5308 Spr - Food & Beverage

-

30,416.67

(30,416.67)

51

550.00

273,749.99

(273,199.99) 177

365,000.00

5320 Spr - AV Services

-

4,416.67

(4,416.67)

52

23,835.00

39,749.99

(15,914.99) 178

53,000.00

5321 Spr - Rental Fee

-

1,666.67

(1,666.67)

53

-

14,999.99

(14,999.99) 179

20,000.00

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