Page 8 - WM Manual Guide and Monitor 2024 - 2025

✓ Properly post all notices, communications, agendas, trestle boards.
✓ Keep an orderly records management system.
✓ Care of lodge paraphernalia, history books, minutes, Bylaws, Seal etc.
✓ Send out the annual dues and membership cards.
✓ Issue notices and summons as directed by the WM.
✓ Notify members of appointments to Committees and assist as reqd.
✓ File with the Grand Secretary the annual Audit Committee report/financial
statement.
✓ Send notices of Petitions immediately when received to the Grand

Secretary.
✓ To send the Grand Secretary, a lodge roster within five days of installation.

Treasurer

The Treasurer is responsible for the receipt and custody of all funds from the
Secretary, giving receipt therefore. He is to deposit the same into lodge accounts or
the safe deposit box. He must keep a general ledger, accounts payable and
receivable, cash receipts journal and other records as necessary to accomplish the
work. A bond is required to be filed. Keep track and report as required to the lodge
on the budget, income and expenses and investments. This elected position is
allowed to resign. A bond is required for this position. See Code 220-2.

A few key duties/recommendations are:

✓ Know his part in the opening and closing parts in the appropriate degrees.
✓ Maintain an inventory of all assets of the lodge physical and monetary.
✓ Advise the Finance and other committees as the WM directs.
✓ File the required reports to the Grand Secretary, and all taxing authorities.
✓ Disburse funds only from on proper lodge authorization.
✓ Obtain two signatures from the Master, Secretary or yourself for
disbursements.
✓ Reconcile bank statements monthly.