2021-02-22 OMA Agenda - Board of Trustees (002)

Obesity Medicine Association Profit & Loss Budget Performance December 2020

Foot note Jan - Dec 20 YTD Budget $ Over Budget

Foot note Annual Budget

Dec 20

Budget

$ Over Budget

Ordinary Income/Expense Income

4100 Membership Services

4101 Membership Dues

92,195.47 $

106,166.67 $

$

(13,971.20)

1 1,077,116.81 $

1,274,000.00 $

(196,883.19) $

86 1,274,000.00 $

4102 Corporate Advisory Council

-

5,833.33

(5,833.33)

2

130,000.00

70,000.00

60,000.00

87

70,000.00

Total 4100 Membership Services

92,195.47

112,000.00

(19,804.53)

1,207,116.81

1,344,000.00

(136,883.19)

1,344,000.00

4130 State Chapters

4131 State Chapter Dues

-

1,562.50

(1,562.50)

3

-

18,750.00

(18,750.00)

88

18,750.00

4132 Chapter Education

-

3,125.00

(3,125.00)

4

-

37,500.00

(37,500.00)

89

37,500.00

4133 Sponsorships & Advertise

-

1,250.00

(1,250.00)

5

-

15,000.00

(15,000.00)

90

15,000.00

4134 Exhibits

-

2,500.00

(2,500.00)

6

-

30,000.00

(30,000.00)

91

30,000.00

Total 4130 State Chapters

-

8,437.50

(8,437.50)

-

101,250.00

(101,250.00)

101,250.00

4150 Education Products & Serv

4104 Merchandise Sales

2,036.35

2,916.67

(880.32)

38,871.10

35,000.00

3,871.10

92

35,000.00

4105 Book Sales

3,065.27

1,666.67

1,398.60

7

21,060.17

20,000.00

1,060.17

20,000.00

4107 Digital CME(Academy)

57,569.65

62,500.00

(4,930.35)

8

574,924.08

750,000.00

(175,075.92)

93

750,000.00

4108 Syllabus Sales

365.80

2,083.33

(1,717.53)

9

30,540.80

25,000.00

5,540.80

94

25,000.00

4111 Prof Badge & Cert Fees

1,500.00

1,666.67

(166.67)

8,850.00

20,000.00

(11,150.00)

95

20,000.00

4113 SAP

11,514.20

2,916.67

8,597.53

10

64,005.20

35,000.00

29,005.20

96

35,000.00

4114 Algorithm Sales

2,462.40

3,333.33

(870.93)

31,782.78

40,000.00

(8,217.22)

97

40,000.00

4115 Webinars & Podcasts

-

416.67

(416.67)

144.00

5,000.00

(4,856.00)

98

5,000.00

Total 4150 Education Products & Serv 78,513.67

77,500.01

1,013.66

770,178.13

930,000.00

(159,821.87)

930,000.00

4300 Spring Conference

4310 Spr - Educational Grant

-

1,666.67

(1,666.67)

11

2,500.00

20,000.00

(17,500.00)

99

20,000.00

4302 Spr - Ads Program

-

833.33

(833.33)

1,050.00

10,000.00

(8,950.00) 100

10,000.00

4303 Spr - Sponsorships

-

3,333.33

(3,333.33)

12

-

40,000.00

(40,000.00) 101

40,000.00

4304 Spr - Exhibits

-

10,833.33

(10,833.33)

13

4,200.00

130,000.00

(125,800.00) 102

130,000.00

4305 Spr - Registration

(978.00)

50,000.00

(50,978.00)

14 283,287.50

600,000.00

(316,712.50) 103

600,000.00

4309 Spr - Livestream Attendees

-

416.67

(416.67)

-

5,000.00

(5,000.00) 104

5,000.00

Total 4300 Spring Conference

(978.00)

67,083.33

(68,061.33)

291,037.50

805,000.00

(513,962.50)

805,000.00

4340 Virtual Conference

4341 Program Ads

-

416.67

(416.67)

-

5,000.00

(5,000.00) 105

5,000.00

4342 Sponsorships

-

1,250.00

(1,250.00)

15

-

15,000.00

(15,000.00) 106

15,000.00

4343 Exhibits

-

1,250.00

(1,250.00)

16

-

15,000.00

(15,000.00) 107

15,000.00

4344 Registrations

-

1,666.67

(1,666.67)

17

-

20,000.00

(20,000.00) 108

20,000.00

4345 Grants

-

5,000.00

(5,000.00)

18

-

60,000.00

(60,000.00) 109

60,000.00

Total 4340 Virtual Conference

-

9,583.34

(9,583.34)

-

115,000.00

(115,000.00)

115,000.00

4350 Fall Conference

4359 Fall - Educational Grant

-

1,666.67

(1,666.67)

19

-

20,000.00

(20,000.00) 110

20,000.00

4351 Fall - Misc

-

416.67

(416.67)

900.00

5,000.00

(4,100.00) 111

5,000.00

4352 Fall - Ads Program

-

375.00

(375.00)

3,480.00

4,500.00

(1,020.00)

4,500.00

4353 Fall - Sponsorships

-

7,083.33

(7,083.33)

20

15,135.00

85,000.00

(69,865.00) 112

85,000.00

4354 Fall - Exhibits

-

12,500.00

(12,500.00)

21

19,655.00

150,000.00

(130,345.00) 113

150,000.00

4355 Fall - Registration

-

77,500.00

(77,500.00)

22 347,368.21

930,000.00

(582,631.79) 114

930,000.00

4360 Fall - Livestream Attendee

-

583.33

(583.33)

-

7,000.00

(7,000.00) 115

7,000.00

Total 4350 Fall Conference

-

100,125.00

(100,125.00)

386,538.21

1,201,500.00

(814,961.79)

1,201,500.00

4400 Publications

4402 Ads - Newsletter

-

4,166.67

(4,166.67)

23

14,500.00

50,000.00

(35,500.00) 116

50,000.00

4403 Ads-Website/Social/Drctory

-

4,375.00

(4,375.00)

24

9,430.00

52,500.00

(43,070.00) 117

52,500.00

4404 Ads - Education

-

2,916.67

(2,916.67)

25

17,500.00

35,000.00

(17,500.00) 118

35,000.00

4405 Ads - Career Center

-

833.33

(833.33)

3,000.00

10,000.00

(7,000.00) 119

10,000.00

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