2021-09-22 OMA Agenda - Board of Trustees

Obesity Medicine Association Profit & Loss Budget Performance July 2021

% of Budget

% of Budget Annual Budget

Jul 21

Budget

$ Over Budget

Jan - Jul 21 YTD Budget $ Over Budget

4910 · New Projects/Innovations

4911 · Fees/Registrations/Sales

-

4,167.00

(4,167.00)

0.0% 10,633.00

29,165.00

(18,532.00)

36.46% 50,000.00

4913 · Grants

-

2,083.00

(2,083.00)

0.0% 14,062.50

14,585.00

(522.50)

96.42% 25,000.00

Total 4910 · New Projects/Innovations

-

6,250.00

(6,250.00)

0.0% 24,695.50

43,750.00

(19,054.50)

56.45% 75,000.00

4950 · Direct Public Support

4951 · Corp Contrib for Education

-

-

-

0.0% 50,000.00

45,000.00

5,000.00

111.11% 90,000.00

Total 4950 · Direct Public Support

-

-

-

0.0% 50,000.00

45,000.00

5,000.00

111.11% 90,000.00

Total Income

324,669.74

179,308.00

145,361.74

181.07% 2,275,498.03

1,892,545.00

382,953.03

120.24% 3,707,453.00

Gross Profit

324,669.74

179,308.00

145,361.74

181.07% 2,275,498.03

1,892,545.00

382,953.03

120.24% 3,707,453.00

Expense

5100 · Membership Services Expense

5101 · Postage/Shipping

570.17

770.00

(199.83)

74.05% 4,387.50

5,290.00

(902.50)

82.94% 8,540.00

5102 · Printing

-

285.00

(285.00)

0.0% 2,561.74

9,070.00

(6,508.26)

28.24% 9,995.00

5103 · Certificates/Awards/Pins

-

-

-

0.0%

-

-

-

0.0% 2,500.00

5105 · Marketing

42.90

1,750.00

(1,707.10)

2.45% 8,478.51

33,250.00

(24,771.49)

25.5% 42,000.00

Total 5100 · Membership Services Expense

613.07

2,805.00

(2,191.93)

21.86% 15,427.75

47,610.00

(32,182.25)

32.4% 63,035.00

5140 · Education

5106 · Merchandise

2,168.50

1,075.00

1,093.50

201.72% 17,871.25

7,525.00

10,346.25

237.49% 12,900.00

5296 · eBooks & Course Books

-

-

-

0.0% 2,449.43

2,500.00

(50.57)

97.98% 5,000.00

5121 · Digital CME

-

-

-

0.0% 150.00

2,000.00

(1,850.00)

7.5% 2,000.00

5116 · Algorithm

321.94

-

321.94

100.0% 25,053.70

12,400.00

12,653.70

202.05% 20,400.00

5123 · Syllabus

524.00

-

524.00

100.0% 8,571.87

9,000.00

(428.13)

95.24% 20,500.00

5124 · Webinars/Podcasts

500.00

1,750.00

(1,250.00)

28.57% 5,750.00

10,500.00

(4,750.00)

54.76% 17,000.00

5126 · SAP

-

-

-

0.0% 7,965.86

11,000.00

(3,034.14)

72.42% 15,000.00

5127 · Shipping

367.94

250.00

117.94

147.18% 6,096.10

2,000.00

4,096.10

304.81% 3,950.00

5129 · Marketing

-

250.00

(250.00)

0.0%

-

1,750.00

(1,750.00)

0.0% 3,000.00

Total 5140 · Education

3,882.38

3,325.00

557.38

116.76% 73,908.21

58,675.00

15,233.21

125.96% 99,750.00

5150 · Board Strategic Plan Event

5151 · Travel Expenses

-

1,050.00

(1,050.00)

0.0%

-

7,350.00

(7,350.00)

0.0% 12,600.00

5152 · Activities

-

208.00

(208.00)

0.0%

-

1,460.00

(1,460.00)

0.0% 2,500.00

5153 · Consultant

-

1,000.00

(1,000.00)

0.0%

-

7,000.00

(7,000.00)

0.0% 12,000.00

5154 · Facilities

-

833.00

(833.00)

0.0%

-

5,835.00

(5,835.00)

0.0% 10,000.00

Total 5150 · Board Strategic Plan Event

-

3,091.00

(3,091.00)

0.0%

-

21,645.00

(21,645.00)

0.0% 37,100.00

5200 · Board of Trustees General

5201 · OMA Conference Travel

750.00

4,500.00

(3,750.00)

16.67% 750.00

31,500.00

(30,750.00)

2.38% 54,000.00

5204 · Leadership Development

-

417.00

(417.00)

0.0%

-

2,915.00

(2,915.00)

0.0% 5,000.00

Total 5200 · Board of Trustees General

750.00

4,917.00

(4,167.00)

15.25% 750.00

34,415.00

(33,665.00)

2.18% 59,000.00

5220 · External Prof Meetings

5221 · AMA Annual Caucus

-

-

-

0.0%

-

5,100.00

(5,100.00)

0.0% 5,100.00

5222 · AMA Interim Caucus

-

-

-

0.0%

-

-

-

0.0% 3,050.00

5223 · Obesity Week

-

-

-

0.0%

-

-

-

0.0% 11,500.00

5225 · AAPA

-

-

-

0.0%

-

1,500.00

(1,500.00)

0.0% 1,500.00

5227 · AANP

-

-

-

0.0% 1,500.00

1,500.00

-

100.0% 1,500.00

5229 · Blackburn Course

-

-

-

0.0%

-

2,550.00

(2,550.00)

0.0% 2,550.00

5231 · Lifestyle Medicine

-

-

-

0.0% 4,000.00

-

4,000.00

100.0% 10,350.00

5232 · Misc

476.94

2,000.00

(1,523.06)

23.85% 4,055.19

8,000.00

(3,944.81)

50.69% 8,000.00

Total 5220 · External Prof Meetings

476.94

2,000.00

(1,523.06)

23.85% 9,555.19

18,650.00

(9,094.81)

51.23% 43,550.00

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