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
Page 6 of 9
Made with FlippingBook Digital Publishing Software