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

Total 4400 Publications

-

12,291.67

(12,291.67)

44,430.00

147,500.00

(103,070.00)

147,500.00

4700 Administration

4701 Interest Income

20,899.93

-

20,899.93

26 151,015.80

-

151,015.80

120

-

4704 Misc Shipping

1,290.00

-

1,290.00

27

14,942.59

-

14,942.59

121

-

4706 Unrealized Gains/Losses

115,869.66

-

115,869.66

28 376,590.19

-

376,590.19

122

-

4709 FOMA Application Fees

-

-

-

875.00

-

875.00

-

4710 Misc Income

-

-

-

619.03

-

619.03

-

Total 4700 Administration

138,059.59

-

138,059.59

544,042.61

-

544,042.61

-

4900 Fundamentals Courses

4904 FUN - Educational Grant

(15,259.70)

4,166.67

(19,426.37)

29

59,740.30

50,000.00

9,740.30

123

50,000.00

4905 FUN - Fundamentals Online 1,820.00

1,375.00

445.00

11,892.00

16,500.00

(4,608.00) 124

16,500.00

4901 FUN - Registrations

-

6,600.00

(6,600.00)

30

60,354.25

79,200.00

(18,845.75) 125

79,200.00

4902 FUN - Exhibits

-

2,083.33

(2,083.33)

31

17,405.00

25,000.00

(7,595.00) 126

25,000.00

Total 4900 Fundamentals Courses

(13,439.70)

14,225.00

(27,664.70)

149,391.55

170,700.00

(21,308.45)

170,700.00

4910 Advanced 2-Day Course

4911 Registrations

-

4,166.67

(4,166.67)

32

-

50,000.00

(50,000.00) 127

50,000.00

4912 Exhibits

-

533.33

(533.33)

-

6,400.00

(6,400.00) 128

6,400.00

Total 4910 Advanced 2-Day Course

-

4,700.00

(4,700.00)

-

56,400.00

(56,400.00)

56,400.00

4950 Direct Public Support

4951 Corp Contrib for Education

-

-

-

90,000.00

-

90,000.00

129

-

Total 4950 Direct Public Support

-

-

-

90,000.00

-

90,000.00

-

Total Income

294,351.03

405,945.85

(111,594.82)

3,482,734.81

4,871,350.00

(1,388,615.19)

4,871,350.00

Expense

5100 -Membership Services

5101 Postage/Shipping

473.83

833.33

(359.50)

4,845.53

10,000.00

(5,154.47) 130

10,000.00

5102 Printing

-

1,250.00

(1,250.00)

33

1,551.05

15,000.00

(13,448.95) 131

15,000.00

5103 Certificates/Awards/Pins

-

416.67

(416.67)

1,913.61

5,000.00

(3,086.39) 132

5,000.00

5105 Marketing

233.03

7,916.67

(7,683.64)

34

4,022.90

95,000.00

(90,977.10) 133

95,000.00

5118 External OMA Memberships

-

166.67

(166.67)

-

2,000.00

(2,000.00) 134

2,000.00

Total 5100 -Membership Services

706.86

10,583.34

(9,876.48)

12,333.09

127,000.00

(114,666.91)

127,000.00

5130 State Chapters

5131 Marketing

-

1,250.00

(1,250.00)

35

-

15,000.00

(15,000.00) 135

15,000.00

5132 Seed Money

-

3,333.33

(3,333.33)

36

-

40,000.00

(40,000.00) 136

40,000.00

5133 Insurances

-

833.33

(833.33)

-

10,000.00

(10,000.00) 137

10,000.00

5134 Travel Staff & BOT

-

1,666.67

(1,666.67)

37

275.96

20,000.00

(19,724.04) 138

20,000.00

5135 Accounting and Legal Fees

-

1,708.33

(1,708.33)

38

-

20,500.00

(20,500.00) 139

20,500.00

5136 Chapt Formation Agency Fee

-

3,291.67

(3,291.67)

39

39,500.00

39,500.00

-

39,500.00

5137 Education Development

-

1,250.00

(1,250.00)

40

-

15,000.00

(15,000.00) 140

15,000.00

Total 5130 State Chapters

-

13,333.33

(13,333.33)

39,775.96

160,000.00

(120,224.04)

160,000.00

5140 Education

5106 Merchandise

-

833.33

(833.33)

15,594.87

10,000.00

5,594.87

141

10,000.00

5296 Books Production

89.16

875.00

(785.84)

5,109.12

10,500.00

(5,390.88) 142

10,500.00

5121 Digital CME

-

416.67

(416.67)

800.00

5,000.00

(4,200.00) 143

5,000.00

5116 Algorithm App

-

1,333.33

(1,333.33)

41

18,734.11

16,000.00

2,734.11

144

16,000.00

5122 Proficiency Badges

-

416.67

(416.67)

65.63

5,000.00

(4,934.37) 145

5,000.00

5123 Syllabus

32.00

2,000.00

(1,968.00)

42

24,883.11

24,000.00

883.11

24,000.00

5124 Webnrs/Podcsts,Student WS 525.00

1,583.33

(1,058.33)

43

22,585.00

19,000.00

3,585.00

146

19,000.00

5125 Salary Calculator

-

-

-

8,000.00

-

8,000.00

147

-

5250 Centers of Excellence&OMEC

-

83.33

(83.33)

-

1,000.00

(1,000.00)

1,000.00

5126 SAP

-

2,333.33

(2,333.33)

44

19,081.27

28,000.00

(8,918.73) 148

28,000.00

5127 Shipping

1,421.43

166.67

1,254.76

45

5,624.97

2,000.00

3,624.97

149

2,000.00

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