
Committee Lists 3-2-2007
Create An Applicant Report 7-23-2008
Deceased Members 3-10-2015
Deleting An Applicant 4-1-2008
Dues Increase 4-21-09
Lcl Web Reference Guide – Chapter
Lcl Web Reference Guide – Lodge
Lcl Web Reference Guide – Moose Legion
Newsletter Procedure 2-14-2008
Printing An Active List (10-6-21)
Printing An Expired List 2-14-2008
Reinstate A Member 8-10-2008
Status Code Definitions 6-24-2021
Transfer A Member 8-10-2008
Moose Procedures
Board Of Officers Meeting Minutes
Checklist To Purchase Property (MI Link)
Continuous Accident Prevention Booklet
Dispensation For Community Service, Charitable & Fundraising Events With Alcohol (MI Link)
Dispensation For Lodge/chapter Fundraising Events Open To The Public (No Alcohol) (MI Link)
Felony Dispensation Notification (Member)
Felony Dispensation Notification (Applicant)
Financial Review Monthly Form (Excel Version)
Financial Review Monthly Form (Adobe Version)
Generic Notice To Appear Before Board
Generic Special Meeting Notice (MI Link)
Hall Rental Insurance (Link To K&k Website)
Insurance Reference Manual (MI Link)
Lodge Chart Of Accounts 12-6-2011
Lodge Class Listing 12-28-2006
Lodge General Membership Meeting Agenda
Lodge Election Forms (MI Link)
Lodge Installation Of Officers
Lodge Important Dates & Deadlines
Officers’ & Committeemen’s Handbook
Proper Use – SQ Incident Report Log
Registered Agents, Litigation And The Moose (MI Link)
Resolution To Organize A Wotm Chapter (MI Link)
Special Meeting Notice (MI Link)
Special Meeting Notice To Amend Lodge By-laws
Special Meeting Notice To Dissolve & Forfeit Charter (MI Link)
Special Meeting Notice To Merge (MI Link)
Special Meeting Notice To Obtain Loan (MI Link)
Special Meeting Notice To Purchase Property (MI Link)
Special Meeting Notice To Sell Property (MI Link)
Special Meeting Notice To Retain Charter (MI Link)
Special Meeting Notice Multiple Choice (MI Link)
Tax Exempt Organization Information (MI Link)
Universal Resolution/dispensation Request Form (MI Link)
Use Of Social Quarters Incident Report Log Book (MI Link)

Accepting Credit Cards (9-21-21)
Adjust Inventory
Atm Process
Centralized Dues Deposit (2-21)
Changing The Bill Due Date (9-17-21)
Creating & Printing Labels (2-21)
Customize Group Reports (2-28-21)
Dues & Fees Posting (Updated 6-18-19)
Edit A Customer Or Vendor (9-18-21)
Endowment Fund
Enter, Pay And Print Check (2-16-21)
Entering Dues For Online Applications
Enter Sales Receipt/make A Deposit 2-22-2021
Migration Settings And Features 2-3-2021
Member Dues Procedure
Qbs Online Printing Issue (2-16-21)
Products And Services (Items) (3-5-21)
Qbo Accounting Information (2-10-06)
Recurring (Memorized) Transactions (2-17-21)

How To Enter Officers

Audit Checklist 5-16-2019
Board Of Officers Meeting Minutes Form (Updated) 6-12-2018
Chapter Audit Report Handbook 5-15-2018
Chapter Audit Report 4-10-18
Chapter Chart Of Accounts 5-16-2007
Chapter Class Listing 5-2-2010
Chapter Item Listing 11-23-2011
Committee Function/form Checklist 8-21-2018
Community Service Sign In Sheet. 6-7-2018
Chapter Meeting Sign In Sheet
2nd Meeting Sign In Sheet 6-12-2018
Comm Activity Night Minutes 6-12-2018
Committees 6-17-2020
Elimination Of Chapter Paraphernalia 11-29-2016
Election Of Chapter Officers Handbook (MI Link)
Financial Report For Meetings (Adobe) 5-9-2019
Financial Report For Meetings (Excel) 6-12-2018
Fund-raising Project Report 6-12-2018
Financial Standing 5-4-2010
Monthly Audit Aid 5-16-2019
Record Of Attendance 4-2015
Officer’s Handbook Checklist 2021-2022
Opportunity Drawing 6-12-2018
Request For Approval Of Chapter Activity Night Program 6-12-2018
Request For Approval Of Committee Activities 6-12-2018
Request For Approval Of Committee Fund-raising Project 6-12-2018
Request For Fund-raising Project Report 6-12-2018
Second Meeting Minutes 2018-2019
Senior Regent Checklist (2-23-21)
Special Projects 2021-2022
Treasurer Checklist 2021-2022

CA State Raffle Information Page
CA State Raffle License Application
CALIFORNIA E-POSTCARD (199N) WEBSITE
CALIFORNIA FORM 3500 EXEMPT APPLICATION
COMPLETING THE FRANCHISE TAX BOARD EXEMPTION APPLICATION (FTB 3500)
FILING A CA EXEMPT ORGANIZATION E-POSTCARD (CA 199N)
Lodge IRS/FTB FEIN/Corp ID Listing
Moose International TAX Forms (MI LINK)

The Moose International Education and Training Department has developed several tutorials to assist fraternal units with procedures. Click the following link to view the demos and tools available.
CLICK: MI VIRTUAL CLASSROOM
MOOSE TECHNICAL TRAINERS
Bringing Technology To You!

Cindy Raslavsky
Red Rock Chapter #862
Phone: (702) 622-9580
E-mail: cindyraz2006@centurylink.net

Toni Sherman
Sonora Chapter #1728
Phone: (209) 532-7973
Cell: (209) 484-1513
E-mail: tvsherman1969@gmail.com

Deborah Story
Torrance Chapter #44
Phone: (310) 704-7669
E-mail: ladyfelix@sbcglobal.net

Denise Angeles
Red Rock Chapter #862
Phone: (805) 312-4727
E-mail: dlangeles5@gmail.com

Debbie Berry
El Monte Chapter #1321
Phone: (626) 455-0970
Cell: (626)252-3407
E-mail: explorer1081@yahoo.com

Debi Price
Red Rock Chapter #862
Cell: 801-739-6211
Email: dlprice3@comcast.net
MESSAGE FROM THE COORDINATOR
Training at Moose International has advanced into the new age with the introduction of 2 HOTT on-line training, a Lodge Administration Assessment Test, Moose Units Audits course and Trustee Duties course. These on-line training courses can be found at https://www.mooseintl.org/moose-training/online-training/
The 2 HOTT on-line training can be taken by The Moose members who wish to take the training on-line versus in the classroom. The member must pass the assessment test in order to receive credit for completion of the training. For the Women of the Moose (WOTM) the training may be taken by an existing Star Recorder who wishes to submit her name for the office of Recorder. As provided in the General Laws of the WOTM one of the requirements is completion of a 2 HOTT session every 2 years. Taking the on-line training and assessment allows them to complete this requirement without attending a classroom training session. For a coworker who is working toward attaining the Star Recorder degree she must attend a classroom session in order to receive credit for earning the Star Recorder degree. Anyone is welcome to take the 2 HOTT on-line training with or without the assessment if they just want to stay up-to-date on what is happening with training!
The requirement for Administrators to attend an Administrator School every 3 years has been enhanced with the introduction of a Lodge Administration Assessment Test. Anyone who previously attended a classroom Administrator School can obtain re-certification by completing and passing the assessment test. This will eliminate the need to attend an instructor led Administrator School every 3 years.
Leadership training has also been introduced on-line along with an assessment that must be passed in order to receive credit for Leadership training. The Lodge Operations and House Committee Modules must both be completed along with a Lodge Leadership Assessment Test in order to receive credit for the training. For those who prefer instructor led training, sessions will continue to be scheduled within our Association. Remember that is it a requirement that every officer complete Leadership Training every 3 years. Territory Managers are required to review this requirement to ensure it is complied with
The possibility exists that a LOOM Board member could be removed from office for not completing this required training
Moose Unit Audits has also been introduced as on-line training. There is also an End-of-Module Quiz that can be taken to test your knowledge of this on-line course. Additionally for the LOOM there is also a Trustee Duties module to assist trustees in better understanding the duties and responsibilities of their position on the Board of Officers.
Have you been keeping your bartenders up to date on their Training for Intervention ProcedureS (TIPS) training? Not keeping them current can be a costly mistake for a lodge. This training can also be taken on-line using the following link: https://www.gettips.com/ Don’t forget to use your Moose discount code MOOSETIPS
It’s 990 tax time for our fraternal units. Please file your 990 (990EZ, 990N) by the required due date of September 15th. Not filing can be very costly as interest and penalties accrue daily. Go to the CNMA website, click LCL net, scroll down the right side of the page and click the Tax Forms item to access the Moose International section on Tax Forms. There is also a wonderful tutorial in the Virtual Classroom that walks you through the completion of the 990 form. Not sure what to do Call a Moose Technical Trainer for assistance. Remember failure to file the 990 for 3 years can result in a unit losing its tax exempt status. We have many units that this has happened to.
All units of the order in California are also required to file the CA199N or CA199 using either an entity ID number (WOTM & Councils of Higher Degrees) or a Corporation ID (LOOM & Moose Legions).
As the Training Coordinator for the CNMA you may contact me directly at any time for assistance. I can be reached at cheryl.volden@verizon.net or 805-338-1305. I look forward to providing you with assistance in achieving your fraternal unit goals which secure the future of Mooseheart and Moosehaven.
Cheryl D Volden
CNMA Training Coordinator
Fraternal Unit Officer Entry
Administrators, Recorders, Moose Legion Secretaries
All Fraternal Units are required to enter the Fraternal Unit Officers and Chairmen using the Moose International website. The Officer Maintenance function resides in the Moose Membership Management System (MMMS) Admin Menu which is accessed using the selection “Membership Information; Address Changes, Sponsor records, etc.”
Step by step procedures can be found in the “Admin Menu” procedure located on this page.
The Fraternal Unit Passcode for your fraternal unit will be needed to access the Admin Menu. If you do not have a Passcode, contact the Call Center at 888-906-3658 for assistance.
NEED A WORKSHOP ON LCL NET AND QUICKBOOKS?
Contact CNMA Training Coordinator Cheryl Volden, if you would like to schedule a 2 day Workshop on LCL and Quickbooks. She will assist you in working out the details for date, location and qualified trainer.
Cheryl Volden
Telephone: (805) 486-5113 or (805) 338-1305
E-mail: cheryl.volden@verizon.net
Click the following for workbooks:
NOTE: THE 2 DAY WORKSHOP BOOKLETS MAY TAKE SOME TIME TO DOWNLOAD AS THEY ARE VERY LARGE FILES.
Below are the links to the workbooks on the Moose International website: Education & Training
Basic LCL Web Hands-On Technical Training Participant Guide PDF
Basic QuickBooks Online Hands-On Technical Training Participant Workbook PDF