2021-04-21 OMA Agenda - Board of Trustees

Obesity Medicine Association Profit & Loss Budget Performance February 2021

Foot note Jan - Feb 21 YTD Budget $ Over Budget

Foot note Annual Budget

Feb 21

Budget

$ Over Budget

Total 4910 · Development/Innovations

2,079.00

6,250.00

(4,171.00)

2,079.00

12,500.00

(10,421.00)

75,000.00

4950 · Direct Public Support

4951 · Corp Contrib for Education

-

-

-

-

-

-

90,000.00

Total 4950 · Direct Public Support

-

-

-

-

-

-

90,000.00

Total Income

264,444.05

239,283.00

25,161.05

635,931.78

422,625.00

213,306.78

3,707,453.00

264,444.05

239,283.00

25,161.05

635,931.78

422,625.00

213,306.78

3,707,453.00

Expense

5100 · Membership Services Expense

5101 · Postage/Shipping

589.28

620.00

(30.72)

910.29

1,390.00

(479.71)

8,540.00

5102 · Printing

-

2,660.00

(2,660.00)

17

1,791.28

7,520.00

(5,728.72)

65

9,995.00

5103 · Certificates/Awards/Pins

-

-

-

-

-

-

2,500.00

5105 · Marketing

-

1,750.00

(1,750.00)

18

-

24,500.00

(24,500.00)

66

42,000.00

Total 5100 · Membership Services Expense

589.28

5,030.00

(4,440.72)

2,701.57

33,410.00

(30,708.43)

63,035.00

5140 · Education

5106 · Merchandise

2,055.33

1,075.00

980.33

2,055.33

2,150.00

(94.67)

12,900.00

5296 · eBooks & Course Books

-

-

-

-

-

-

5,000.00

5121 · Digital CME

-

2,000.00

(2,000.00)

19

-

2,000.00

(2,000.00)

67

2,000.00

5116 · Algorithm

500.00

8,500.00

(8,000.00)

20

3,400.00

11,400.00

(8,000.00)

68

20,400.00

5123 · Syllabus

16.00

-

16.00

16.00

-

16.00

20,500.00

5124 · Webinars/Podcasts

-

1,750.00

(1,750.00)

21

1,125.00

3,500.00

(2,375.00)

69

17,000.00

5126 · SAP

-

5,500.00

(5,500.00)

22

2,397.64

6,500.00

(4,102.36)

70

15,000.00

5127 · Shipping

856.34

250.00

606.34

1,588.68

500.00

1,088.68

71

3,950.00

5129 · Marketing

-

250.00

(250.00)

-

500.00

(500.00)

3,000.00

Total 5140 · Education

3,427.67

19,325.00

(15,897.33)

10,582.65

26,550.00

(15,967.35)

99,750.00

5150 · Board Strategic Plan Event

5151 · Travel Expenses

-

1,050.00

(1,050.00)

23

-

2,100.00

(2,100.00)

72

12,600.00

5152 · Activities

-

208.00

(208.00)

-

420.00

(420.00)

2,500.00

5153 · Consultant

-

1,000.00

(1,000.00)

24

-

2,000.00

(2,000.00)

73

12,000.00

5154 · Facilities

-

833.00

(833.00)

-

1,670.00

(1,670.00)

74

10,000.00

Total 5150 · Board Strategic Plan Event

-

3,091.00

(3,091.00)

-

6,190.00

(6,190.00)

37,100.00

5200 · Board of Trustees General

5201 · OMA Conference Travel

-

4,500.00

(4,500.00)

25

-

9,000.00

(9,000.00)

75

54,000.00

5204 · Leadership Development

-

417.00

(417.00)

-

830.00

(830.00)

5,000.00

Total 5200 · Board of Trustees General

-

4,917.00

(4,917.00)

-

9,830.00

(9,830.00)

59,000.00

5220 · External Prof Meetings

5221 · AMA Annual Caucus

-

-

-

-

-

-

5,100.00

5222 · AMA Interim Caucus

-

-

-

-

-

-

3,050.00

5223 · Obesity Week

-

-

-

-

-

-

11,500.00

5225 · AAPA

-

-

-

-

-

-

1,500.00

5227 · AANP

-

-

-

-

-

-

1,500.00

5229 · Blackburn Course

-

-

-

-

-

-

2,550.00

5231 · Lifestyle Medicine

-

-

-

-

-

-

10,350.00

5232 · Misc

-

-

-

-

6,000.00

(6,000.00)

76

8,000.00

Total 5220 · External Prof Meetings

-

-

-

-

6,000.00

(6,000.00)

43,550.00

5270 · Accreditation Cost

5271 · AOA

-

75.00

(75.00)

-

275.00

(275.00)

375.00

5272 · ACCME

-

-

-

7,500.00

7,500.00

-

7,500.00

5274 · AANP/AAPA

2,100.00

1,500.00

600.00

2,100.00

2,500.00

(400.00)

6,250.00

5275 · AAFP

-

1,500.00

(1,500.00)

26

595.00

1,500.00

(905.00)

2,700.00

5280 · AAP

450.00

-

450.00

450.00

-

450.00

500.00

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