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Mike Clevenger's avatar

My 40-year professional career was as a CPA owning a public accounting firm. Over those years, I served Masonic organizations as clients - lodges, a grand lodge, and some state and international Masonic organizations.

Because of my financial background, and as an active Mason, I was called upon many times to volunteer my expertise to offer advice, chair financial committees, install accounting software, train treasurers in accounting, write financial procedures, and sometimes serve as a treasurer.

I have seen the behavior Most Worshipful speaks of many times. I tend to characterize the situations into four categories; the good, the bad, the ugly, and “I can’t believe these guys are Masons.”

From my experiences the most contentious are those involving Masonic real estate. The aging property needs significant repairs and improvements and the lodge or other Masonic entity does not have sufficient funds to accomplish them. Or, the organization is just getting by with barely enough funds to pay the utility bills let alone maintain a proper maintenance schedule.

Both of these situations prompt the brothers to continually put on fund-raising events just to own the building and the real work of the lodge, Masonry, gets shoved aside and the time and energy of the members is spent raising money.

Any member suggesting that owning the real estate might not be a good idea and maybe selling and finding an appropriate place to rent, or, heaven forbid, merge with an organization that has a stronger financial footing, is immediately labeled a heretic, dismissed as a fool, and treated as uncaring. Trust me I know; I have been that guy multiple times!

I chaired a committee that spend a year analyzing building use, seeking advice from real estate attorneys and commercial developers, and build extensive organizational financial projections, to determine the best long-term direction for our building. We had an offer to purchase the property and the committee produced a report and recommended we sell. Our report was dismissed as incorrect, wild speculation, and I as chairman, was accused of having some secret financial incentive to sell.

In the financial situations involving lodge buildings, there is a deep sense of emotional and historical attachment to the building and the prevailing thought is that if we do not own a building, there is no lodge. This feeling causes unsound financial choices.

Many times, I have heard, “we can’t spend money on that, we have to make sure we have money for the future.” Yet, there is no plan for the future.

All I can offer as a solution is for all Masonic organizations to be better planners. A unified vision based on determining what is our purpose, who should benefit, what will we do to make it happen, and what resources will we commit to accomplish it. Sadly, this normally is not done.

Sorry for the long post, but over the years this has been the most frustrating subject for me. Thanks for letting me vent.

Ken JP Stuczynski's avatar

Preach! I am tired of Lodges playing Investment Firm. It's disgraceful to accumulate rather than use resources.

A note though, as I understand it, in New York it is unconstitutional (and possibly illegal) for Trustees to have a separate account they can access at will. In an emergency it would be more a matter of forgiveness than permission.

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