Front PorchPuzzle Press
Front cover of The New Lodge Treasurer

The New Treasurer Series

The New Lodge Treasurer

A Six-Session Course for Your First Year Handling Your Lodge's Money

Printable forms available nowPrintable forms on Etsy $6.99Print editions coming soon to Amazon
Formats
Paperback, Hardcover, Kindle eBook
Pages
134
Trim size
6 x 9 in
Written for
Treasurers of fraternal lodges (Masonic lodges, Odd Fellows, Grange halls, and other fraternal orders)
Publisher
Front Porch Puzzle Press

The last treasurer held the office for twenty-six years. Now the ledger, the checkbook, and the cash box are yours, and the per capita is due in March.

Most lodge treasurers take office with no training at all. This course walks you through your first year in six practical sessions, with plain-English explanations built around a small lodge you’ll get to know along the way. It covers the business side of lodge life only, and it works for any fraternal order.

  • How to take over from the last treasurer, and what to collect before the handoff is done
  • Keeping the secretary-and-treasurer check that protects both offices
  • Dues, delinquency, and per capita that belongs to the grand body, not the lodge
  • Relief funds with written criteria, endowments where only the income is spent, and a hall association with its own books
  • Tax status for fraternal lodges, the 990-N, the annual return, and the trustees’ audit
  • Simple controls that protect the lodge’s money and your good name

Each session ends with discussion questions to work through with your outgoing treasurer, secretary, or trustees. A companion workbook with practice exercises and reproducible forms is available separately.

The treasurer books are general education for volunteers. They are not individual tax, legal or accounting advice; for your organization's specific situation, consult a qualified professional.