What Should Our Lodge Dues Be?

BROTHERHOOD OF PURPOSE   /   LODGE FINANCES
BROTHERHOOD OF PURPOSE    /    19
03   FUND THE LODGE EXPERIENCE
Meet Cedar Lodge: a completed W1
Cedar Lodge rents from a separate temple association. It chooses the temple's fully funded $18,000 rent 
from page 16, then compares three lodge plans. Evidence marks refer to imagined records; every figure is 
fictional.
ID and annual cost
Tier
Annual $
V/E/U
OP01 Grand Lodge per capita / assessments
1
3,000
V
RENT Proposed temple agreement, $1,500 monthly
1
18,000
E
OP02 Lodge insurance, separate from property policy
1
300
V
OP03 Administration / supplies / payment fees
1
700
E
OP04 Basic lodge work, equipment and experience
1
2,000
E
VT01 Lodge operating cushion contribution
2
2,000
E
VT02 Regular education and fellowship program
2
4,000
E
F01 Picnic, speakers, books and activities on page 18
3
6,000
E
Essentials totals $24,000. Vitality adds $6,000: COST = $30,000. Freedom adds another $6,000: COST = 
$36,000. Cedar chooses the lodge's Vitality plan. Its basic experience is funded in every plan.
The temple's $4,000 maintenance capacity and $8,000 replacement saving are already supported through 
its rent and other tenant receipts. They are absent from the lodge's cost list. The $2,000 VT01 is the 
lodge's own cash cushion, a different job.
OP03 includes a $363.38 processing-fee allowance and $336.62 for other administration. OP04 covers 
supplies and modest basic fellowship/learning. The Vitality program and Freedom activities have distinct 
scopes, so a meal, book, or event is counted once.
OTHER = $6,000: a permitted $4,000 recurring fund distribution, $1,000 prepaid/life-member 
distributions, and a confirmed $1,000 recurring gift. This is lodge income, not the temple's $6,000 from its 
other tenants.
BILLS = 60: roster 72, less six full remissions, four prepaid members, and two other full exemptions. At 
95% collection, EXPECTED = 57 full-payment equivalents. Page 25 carries those figures to the rate.
The temple's Fully funded plan and the lodge's Vitality plan can be chosen together. They describe 
different budgets.

BROTHERHOOD OF PURPOSE   /   LODGE FINANCES
BROTHERHOOD OF PURPOSE    /    20
03   FUND THE LODGE EXPERIENCE
W1 • List each cost once
Planning year __________________ Prepared by __________________
Use category 1 (Essentials), 2 (Vitality), or 3 (Freedom). Amounts are annual cash needed, including debt 
principal when payable. Carry rent from T1 (page 17); calculate any lodge-owned replacements on page 
15 and its own cushion on page 26. Evidence details belong on W2. Use additional copies if needed; total 
all copies together.
Unique ID and short description
Category 
1–3
Annual $
V/E/U
Totals across all cost sheets
1 $________  2 additions $________  3 additions $________
For Essentials use category 1. For Vitality add categories 1 and 2. For Freedom add all three. Record the 
combined annual amount as COST.
Chosen plan and total annual cash requirement COST
____________________________________________________________________
Checked for duplication by / date
____________________________________________________________________
Keep depreciation outside this cash plan. Identify existing purchase funds separately from new saving. 
Enter the agreed annual rent once. Add lodge-paid card or portal fees under administration; check any 
permitted surcharge separately. Unknown entries keep the plan provisional.