Cohousing-L Mailing List: Re: financial report for members

[Sharon Villines (sharon]

On Mar 24, 2025, at 9:08 PM, Rebecca Herman <rgherman07 [at] gmail.com> wrote:
> 
> Clarifying this is not about detailed financial records we will keep for
> the community but a financial report to share with all members. Looking for
> example reports, templates or any related tips & ideas.

We have a management company that does our official books. We share the monthly 
report with everyone. It includes the balance on dues not with names of 
residents attached.

There is no reason everyone can’t have all the information the treasurer has. 
Transparency is golden.

Sharon
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Sharon Villines
Takoma Village Cohousing, Washington DC
http://www.takomavillage.org