Treasury report

[Sherry Thomad]

I would like to know, is it mandated or required to read a treasurer's report in a meeting according to Robert's Rules?

[Hieu H. Huynh]

No.

[Sherry Thomad]

Can this statement can be found in Robert's Rule stating it is not required, and if so where?

[Hieu H. Huynh]

See RONR (12th ed.) 48:20.

[Transpower]

But it is certainly normal and recommended to have the treasurer give a report at each meeting.  The report does not require any action by the board or assembly; it is simply filed for a later audit (typically at the end of the year).

[Richard Brown]

23 hours ago, Sherry Thomad said:

I would like to know, is it mandated or required to read a treasurer's report in a meeting according to Robert's Rules?

 

23 hours ago, Hieu H. Huynh said:

No.

 

23 hours ago, Sherry Thomad said:

Can this statement can be found in Robert's Rule stating it is not required, and if so where?

Here is what RONR actually says about the treasurer's report.  Perhaps it will be helpful:

48: 18 In an organized society, the bylaws may require each of the principal officers to make a report of the year’s work at the annual meeting (9). At any meeting at which officers’ reports are made, they immediately follow the reading and approval of the minutes.

48: 20 Reports by the Treasurer. At each meeting of a society, the chair may ask for a “Treasurer’s report,” which may consist simply of a verbal statement of the cash balance on hand— or of this balance less outstanding obligations. Such a report requires no action by the assembly.

48: 21 In addition, the treasurer is required to make a full financial report annually, and in some societies more often. Such an annual report should always be audited. It is compiled and dated as of the last day of the fiscal year, if there is one, or December 31 if no different financial year is stated in the bylaws.

Your bylaws may contain their own requirements for reports by the treasurer.  If so, the bylaw provisions should be followed.  Your organization may also have a custom regarding reports by the treasurer.  This custom should be followed unless it conflicts with a written rule or the organization adopts a different procedure.  The amount of detail in treasurer's reports varies from one organization to another.