January Officers' Checklist

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Master, along with Executive Committee

• Present current year budget for Lodge approval at the Stated Meeting.

• Announce at the Stated Meeting appointment of Auditing and Member Retention Committees.

• Meet with the inspector to review your plan for the year.

• Prepare to attend Leadership Retreats.

• Consider adding members to the Membership Restoration Campaign.

 

Senior Warden, along with Executive Committee

• Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.

• Budget for, and prepare to attend, Leadership Retreats.

• Ensure that all committee assignments have been determined. After installation as Master, confirm Executive, Auditing, Charity, and Membership Retention Committee appointments.

• Review all candidates’ progress toward advancement.

• Begin qualifying for Master of the Lodge. See qualification requirements.

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Junior Warden

• ​Begin qualifying for Senior Warden. See qualification requirements.

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Secretary

• Continue sending out dues notices and collecting member dues.

• Begin preparing Secretary’s Annual Report to present to the lodge in February.

• Review the list of suspended members sent to you by Grand Lodge and determine if your lodge wants to participate in the Restoration Campaign.

• Budget for, and prepare to attend, Leadership Retreats.

• Ensure that the lodge continues to enroll in the Dues Invoicing Service. 

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Treasurer

• Begin preparing Treasurer’s Annual Report to present to the lodge in February.

• Budget for, and prepare to attend, Leadership Retreats.

• Ensure that the lodge financial records are up to date and bank accounts are reconciled.

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Senior Deacon

• ​Begin qualifying for Junior Warden. See qualification requirements.

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Junior Deacon

• ​Begin qualifying for Senior Deacon. See qualification requirements.

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February Officers' Checklist

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Master, along with Executive Committee

• Schedule the Inspector’s Official Visit and examination of the books.

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Senior Warden

• Review all candidates’ progress toward advancement.

• Begin preparing your year's program plan.

• Begin preparing your year's Budget.

• Begin preparing your year's Officer appointments.

• Begin preparing your year's Installation of Officers.

• Begin qualifying for Master of the Lodge. See qualification requirements.

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Junior Warden

• Begin qualifying for Senior Warden. See qualification requirements.

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Secretary

• Present the Secretary’s Annual Report to the lodge at the Stated Meeting.

• Continue to collect delinquent dues from members.

• Send list of members with late dues to the master for the Retention Committee.

• Send any suspension notices.

• Charity Committee considers remissions.

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Treasurer

• Present the Treasurer's Annual Report to the lodge at the Stated Meeting.

• Prepare financial reports for Grand Lodge, to be filed by end of March.

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Senior Deacon

• ​Begin qualifying for Junior Warden. See qualification requirements.

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Junior Deacon

• ​Begin qualifying for Senior Deacon. See qualification requirements.

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Auditing Committee

• Begin auditing lodge books, to be completed by end of April.

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March Officers' Checklist

 

Master, along with Executive Committee

• Schedule the Inspector’s Official Visit and examination of the books.

• Attend or make plans to attend the Master & Wardens Retreat. 

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Senior Warden

• Begin preparing your year's program plan.

• Begin preparing your year's Budget, remembering to set aside funds for retreat attendance.

• Begin preparing your year's Officer appointments.

• Begin preparing your year's Installation of Officers.

• Begin qualifying for Master of the Lodge. See qualification requirements.

• Review all candidates’ progress toward advancement.

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Junior Warden

• Begin tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.

• Begin qualifying for Senior Warden. See qualification requirements.

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Secretary

• Continue to collect delinquent dues from members.

• Send a list of members with late dues to the Master for the Retention Committee.

• Send any Suspension Notices via USPS Certified Mail.

• Charity Committee considers remissions of dues.

• File financial reports with Grand Lodge.

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Treasurer

• File W-3 with IRS along with copies of all W-2 forms.

• File financial reports with Grand Lodge.

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Auditing Committee

• Audit lodge books, to be completed by end of April.

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Senior Deacon

• ​Begin qualifying for Junior Warden. See qualification requirements.

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Junior Deacon

• ​Begin qualifying for Senior Deacon. See qualification requirements.

 

April Officers' Checklist

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Master, along with Executive Committee

• Prepare any proposed legislation for Annual Communication.

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Senior Warden

• Begin preparing your year's program plan.

• Begin preparing your year's Budget, remembering to set aside funds for retreat attendance.

• Begin preparing your year's Officer appointments.

• Begin preparing your year's Installation of Officers.

• Qualify for Master of the Lodge. See qualification requirements.

• Review all candidates’ progress toward advancement.

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Junior Warden

• Begin tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.

• Qualify for Senior Warden. See qualification requirements.

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Secretary

• File annual federal payroll tax form 944.

• File quarterly state payroll tax form DE9/DE9C and deposit form DE88.

• Continue to collect delinquent dues from members.

• Send a list of members with late dues to the Master for the Retention Committee.

• Suspension Notices via USPS Certified Mail.

• Charity Committee considers remissions.

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Treasurer

• Submit financial statements to Grand Lodge.

• Ensure Grand Lodge prepares IRS form 990 and FTB form 199, both due by May 15.

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Senior Deacon

• ​Qualify for Junior Warden. See qualification requirements.

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Junior Deacon

• Qualify for Senior Deacon. See qualification requirements.

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Auditing Committee

• Audit lodge books, to be completed by the end of the month.

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May Officers' Checklist

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Master, along with Executive Committee

• If you haven’t already, register for the Master and Wardens retreat.

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Senior Warden, along with Executive Committee

• If you haven’t already, register for the Master and Wardens retreat.

• Identify and approach members for open elected and appointed officer positions. 

• Identify and approach members for the Auditing, Membership Retention, and any other committees.

• Set calendar for your year as Master and identify event leaders.

• Continue preparing your budget.

• Set installation date with the Masonic Temple and approach Installing Officer, Master of Ceremonies, and Chaplain.

• Review all candidates’ progress toward advancement.

• Qualify for Master of the Lodge. See qualification requirements.

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Junior Warden

• If you haven’t already, register for the Master and Wardens retreat.

• Continue tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.

• Qualify for Senior Warden. See qualification requirements.

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Secretary

• Send a list of members with late dues to the Retention Committee.

• Send any suspension notices via USPS Certified Mail.

• Provide necessary information so Charity Committee can consider remissions.

• Begin reviewing roster for accuracy in preparation for the end of the Grand Lodge membership year, June 30.

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Treasurer

• Submit financial statements to Grand Lodge.

• Ensure Grand Lodge prepares IRS form 990 and FTB form 199, both due by May 15.

 

Senior Deacon

• ​Qualify for Junior Warden. See qualification requirements.

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Junior Deacon

• Qualify for Senior Deacon. See qualification requirements.

 

June Officers' Checklist

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Senior Warden, along with Executive Committee

• Identify and approach members for open elected and appointed officer positions.

• Identify and approach members for the Auditing, Membership Retention, and any other committees.

• Set calendar for your year as Master and identify event leaders.

• Continue preparing your budget.

• Schedule installation date with the Masonic Temple and approach Installing Officer, Master of Ceremonies, and Chaplain.

• Review all candidates’ progress toward advancement.

• Qualify for Master of the Lodge. See qualification requirements.

​

Junior Warden

• Continue tracking 100% officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.

• Qualify for Senior Warden. See qualification requirements.

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Secretary

• Send a list of members with late dues to the Retention Committee.

• Send any suspension notices via certified mail.

• Provide necessary information so Charity Committee can consider remissions.

• Review roster for accuracy in preparation for the end of the Grand Lodge membership year, June 30.

• If you haven't yet, register for the Secretary Association meeting.

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Senior Deacon

• ​Qualify for Junior Warden. See qualification requirements.

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Junior Deacon

• Qualify for Senior Deacon. See qualification requirements.

 

July Officers' Checklist

​

Senior Warden, along with Executive Committee

• Identify and approach members for open elected and appointed officer positions.

• Identify and approach members for the Auditing, Membership Retention, and any other committees.

• Set calendar for your year as Master and identify event leaders.

• Continue preparing your budget.

• Schedule installation date with the Masonic Temple and approach Installing Officer, Master of Ceremonies, and Chaplain.

• Review all candidates’ progress toward advancement.

• Qualify for Master of the Lodge. See qualification requirements.

• Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold.

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Junior Warden

• Continue tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.

• Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold.

• Qualify for Senior Warden. See qualification requirements.

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Secretary

• Begin preparing semi-annual report of membership activity, due in August.

• Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold.

• File annual federal payroll tax form 944.

• File quarterly state payroll tax form DE9/DE9C and deposit form DE88.

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Treasurer

• Begin preparing semi-annual financial report, due in August. 

​

Senior Deacon

• ​Qualify for Junior Warden. See qualification requirements.

​

Junior Deacon

• Qualify for Senior Deacon. See qualification requirements.

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August Officers' Checklist

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Master, along with Executive Committee

• Make plans for your Lodge Master, Wardens, or other representatives to attend the Annual Communication this October. 

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Senior Warden, along with Executive Committee

• Identify and approach members for open elected and appointed officer positions.

• Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.

• Urge respective officers to answer the master, senior warden, and junior warden questions early.

• Identify and approach members for the Auditing, Membership Retention, and any other committees.

• Set calendar for your year as Master and identify event leaders.

• Continue preparing your budget.

• Set installation date and approach installing officer, master of ceremonies, and chaplain.

• Review all candidates’ progress toward advancement.

• Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold. 

• Qualify for Master of the Lodge. See qualification requirements.

​

Junior Warden

• Continue tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.

• Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold. 

• Qualify for Senior Warden. See qualification requirements.

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Secretary

• Pay lodge per capita.

• Prepare semi-annual report of membership activity, due in August.

• Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold.

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Treasurer

• Pay lodge per capita.

• Prepare semi-annual report of membership activity, due in August.

• Begin preparing semi-annual financial report, due in August. 

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Senior Deacon

• ​Qualify for Junior Warden. See qualification requirements.

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Junior Deacon

• Qualify for Senior Deacon. See qualification requirements.

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September Officers' Checklist

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Master, along with Executive Committee

• Make plans for your Lodge Master, Wardens, or other representatives to attend Annual Communication this October. Your vote is important to the future of Freemasonry in California. 

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Senior Warden, along with Executive Committee

• Identify and approach members for open elected and appointed officer positions.

• Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.

• Urge respective officers to answer the master, senior warden, and junior warden questions early.

• Identify and approach members for the Auditing, Membership Retention, and any other committees.

• Set calendar for your year as Master and identify event leaders.

• Continue preparing your budget.

• Set installation date and approach installing officer, master of ceremonies, and chaplain.

• Review all candidates’ progress toward advancement.

• Qualify for Master of the Lodge. See qualification requirements.

​

Junior Warden

• Continue tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.

• Qualify for Senior Warden. See qualification requirements.

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Secretary

• If lodge per capita has not yet been paid, submit payment ASAP.

• Prepare to send out dues notices and begin collecting member dues, starting November 01.

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Treasurer

• If lodge per capita has not yet been paid, submit payment ASAP.

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Senior Deacon

• ​Qualify for Junior Warden. See qualification requirements.

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Junior Deacon

• Qualify for Senior Deacon. See qualification requirements.

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October Officers' Checklist

​

Master, along with Executive Committee

• Make plans for your lodge master, wardens, or other representatives to attend Annual Communication. Your vote is important to the future of Freemasonry in California. 

​

Senior Warden, along with Executive Committee

• Identify and approach members for the Audit, Membership Retention, and any other committees.

• Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.

• Urge the presumptive master, wardens, and senior deacon to qualify early with the inspector in their office’s ritual.

• Urge respective officers to answer the master, senior warden, and junior warden questions early.

• Set calendar for 2023 and identify event leaders.

• Continue preparing 2023 budget.

• Finalize your installation date/venue and prepare the installing team.

• Review all candidates’ progress toward advancement. 

• Qualify for Master of the Lodge. See qualification requirements.

​

Junior Warden

• Continue tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs. 

• Qualify for Senior Warden. See qualification requirements.

​

Secretary

• Prepare to send out dues notices and begin collecting member dues starting November 01.

​

Treasurer

• If lodge per capita has not yet been paid, submit payment ASAP.

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Senior Deacon

• ​Qualify for Junior Warden. See qualification requirements.

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Junior Deacon

• Qualify for Senior Deacon. See qualification requirements.

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November Officers' Checklist

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Master, along with Executive Committee 

• Along with the lodge, elect officers.

• Meet with the inspector to review your plan for the year.

• Budget for, and prepare to attend, leadership retreats.

• Consider adding members to the Membership Restoration Campaign.

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Senior Warden, along with Executive Committee 

Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.

Urge the presumptive master, wardens, and senior deacon to qualify early with the inspector in their office’s ritual.

Urge respective officers to answer the master, senior warden, and junior warden questions early.

Identify and approach members for the 2023 Audit, Membership Retention, and any other committees.

Set 2023 lodge calendar and identify event leaders.

Continue preparing 2023 budget.

Finalize your installation date/venue and prepare the installing team.

Review all candidates’ progress toward advancement.

Qualify for Master of the Lodge. See qualification requirements.

​

Junior Warden

Qualify for Senior Warden. See qualification requirements.

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Secretary 

Attend the final Secretary’s Association meeting of the year Nov. 1 at 6 p.m. Register here.

Transmit certificates of election in iMember. Remember, you do not need to mail these physically into the Grand Lodge. They can be given as a souvenir to the installed officer

Verify your lodge dues and per capita in iMember and, if you haven’t yet, enroll your lodge in the Dues Invoicing Service. Lodges enrolled in this program saw more members pay their dues compared to lodges that did not participate. All lodges that participated last year will be enrolled again this year. Lodge enrolled in the program will be emailed about dues beginning in November. To opt into (or out of) the program, contact Member Services.

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Senior Deacon

​Qualify for Junior Warden. See qualification requirements.

​

Junior Deacon

Qualify for Senior Deacon. See qualification requirements.

​

December Officers' Checklist

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Master, along with Executive Committee

Hold Annual Installation of Officers.

Meet with the inspector to review your plan for the year.

Prepare to attend 2023 Leadership Retreats—details to be released soon.

Consider adding members to the Membership Restoration Campaign.

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Senior Warden, along with Executive Committee

Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.

Prepare 2023 budget to present to the lodge in January.

Budget for, and prepare to attend, 2023 Leadership Retreats.

Ensure that all committee assignments have been determined. After installation as master, confirm audit, charity, and membership retention committee appointments.

Review all candidates’ progress toward advancement.

Qualify for Master of the Lodge before Installation Day. See qualification requirements.

​

Junior Warden

Qualify for Senior Warden before Installation Day. See qualification requirements.

​

Secretary

Continue sending out dues notices and collecting member dues.

Begin preparing secretary’s annual report to present to the lodge in February.

Review the list of suspended members sent to you by Grand Lodge and determine if your lodge wants to participate in the 2023 Restoration Campaign.

Budget for, and prepare to attend, 2023 Leadership Retreats.

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Treasurer

Begin preparing treasurer’s annual report to present to the lodge in February.

Budget for, and prepare to attend, 2023 Leadership Retreats.

Ensure that the lodge financial records are up to date and bank accounts are reconciled.

Verify your lodge dues and per capita in iMember and, if you haven’t yet, enroll your lodge in the Dues Invoicing Service. Lodges enrolled in this program saw more members pay their dues compared to lodges that did not participate. All lodges that participated last year will be enrolled again this year. Lodges enrolled in the program will be emailed about dues beginning in November and through December. To opt into or out of the program, contact Member Services.

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Senior Deacon

​Qualify for Junior Warden before Installation Day. See qualification requirements.

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Junior Deacon

Qualify for Senior Deacon before Installation Day. See qualification requirements.

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