Annual Report Form 2007

Ordo Templi Orientis USA Annual Report Form

Horizon Oasis 2007

Master

Shellay M.

Deputy Master

Jon S.

Treasurer

Ken B.

Secretary

Cristin W.

Initiation Secretary

Courtney L.

EGC Secretary

Melissa H.

General Information

Does your local body have these:

Financial records

Yes

EIN

Yes

Bank account in body's name

Yes

Additional savings or secondary account

No

Inventory of body equipment

No

Were these offices filled for all of last year?

Master

Yes

Deputy Master

Yes

Treasurer

Yes

Secretary

Yes

Additional offices filled for all of last year:

Initiation Secretary

Yes

EGC Secretary

Yes

Librarian

Yes

Webmaster

Yes

Are any officers members of any other local bodies?:

Yes

Do you have a successor for Mastership in mind?

Yes

Is this person aware?

Yes

Did you hold regular business meetings?

Yes

If so, how often?

Monthly officers meeting, quarterly community meeting

Does the body collect local dues and/or fees?

Yes

If Yes: How much?

1% of members income (self declared), $10.00 a month min. We give hardship waivers if asked. Associates are encouraged to pay member level dues but can choose to pay $10.00 a month.

How often?

Monthly or Annually

Total funds collected last year:

$14,160.06

Does the body hold fundraisers?

Yes

If yes, please describe:

Lectures, workshops and rituals with entrance fees, annual festival that includes wine or beer tasting, auctions of various kinds, sometimes vendors. We also ask for donations at most free events such as mass or classes, although we don't require a donation to get in.

How much money did you raise in fundraisers last year?

$2,017.10

How much money did you receive in donations last year?

$1,886.18

Please describe the facility or facilities you have used for Mass in the last year. Was the venue rented or donated? Please be as detailed as possible.

January through July we rented from the Queen Anne Masonic Temple, as we have in previous years. We also used free space at Edge of the Circle, an occult bookstore. In July we started renting our own 24/7 temple space in a commercial building. We have a temple room, a living room/library, and storage. We also share a common area with a couch and chairs, a kitchen, and two bathrooms with other building tenants.

Please describe the facility or facilities you have used for MOE initiations in the last year. Was the venue rented or donated? Please be as detailed as possible.

See mass facility, above.

Were there other venues used for local body functions? What were they?

Yes, 2 initiations and 1 community meeting held at Little Red Studio.

Which of the above venues are covered by liability insurance?

All. At Queen Anne and EoC we were covered by the owners insurance. At our own temple we share building insurance costs with the other tenants and carry our own liability and theft insurance.

Please indicate approximately what percentage of local body events took place at each venue you have named.

January through July: Queen Anne, 40%. Edge of the Circle, 55%, LRS 5%. August through December: Horizon Temple, 100%.

IV. Outreach

Does your local body have a website link on the USGL website?

Yes

Does the body have a contact email that is easily located?

Yes

Does the local body publish a journal or newsletter?

No

Does the body have a library?

Yes

If yes: where is it located?

Horizon Temple

Who owns the books?

Horizon Oasis

How many books are in the library?

Approximately 320

Is there a protocol for allowing the public access to the body's library? Explain, if so.

Checkout is restricted to dues-paying members only.  The Library is open during public events and books are checked out by sign-out.

How do you ensure that all members of the body are informed about local events?

Announcements at Events, Local EList, Hard Copy Calendar, Online Calendar

EGC Activity

Does the local body have all of the Mass equipment needed for performance of Mass?

Yes

If not, please explain what is missing:

To whom does the Mass equipment belong?

Horizon Oasis

Number of EGC Masses performed last year:

25

Number of Baptisms:

3

Number of Confirmations:

3

How many body members acted in the following Mass roles last year?

27 individuals:

Priest

7

Priestess

7

Deacon

14

Children

19

Of these, how many are ordained?

Priest

5

Priestess

4

Deacon

12

Please describe any other functions fulfilled by the local Clergy in the last year (ex. Consecration of Oil, Last Rites, Feast for Fire/Water, etc.)

Two ordained clergy performed wedding ceremonies in 2007.

Initiation Activity

Number of active initiators in the body:

9

Are there initiators from other local bodies who regularly initiate for your body?

No

If yes, how many?

n/a

How much of the requisite equipment do you have in order to perform each of these degrees?

Minerval

All

First

All

Second

All

Third

All

Fourth

All

P.I.

All

Is there any initiation equipment that the local body uses that does not belong to the body?

No

How many initiations were performed last year?

Minerval

6

First

Second

Third

2

Fourth

2

PI

2

Total initiations

12

Were any of these performed cooperatively with another local body?

No

How many people traveled to take initiation with the body last year?

2

Other Activity

How many classes, lectures, or discussion groups did the body host last year?

27

Please list up to 15 of the topics covered:

Thelemic Discussion: topics include Love, Will, Thelemic Ethics, Thelema in Daily Life. Classes: Women in Thelema, Sacred Geometry, Middle Pillar, Novitiate Training. Study Groups: Garden of Pomegranates, Magick in Theory and Practice. Workshop on Enochian Ritual with Lon Duquette.

How many seasonal rituals, holy day celebrations, Rites of Eleusis, or other rituals did the body celebrate last year?

5

Please briefly describe some of these other rituals:

Solstice Feast, Celebrations for all 3 day of the Writing of the Book of the Law, officer installation.

Membership:

How many local body members are there right now?

31

What is the average number of members over the past year?

22

Please describe the metric you use to define membership:

An EGC member or an OTO initiate in good standing of 0 degree or above, who is either local dues current or has asked for a hardship waiver.

On average, how many people attended:

Gnostic Mass

15

An average class

5 to 20

An average seasonal ritual

25 to 30

Approximately how many OTO initiates from other areas attended local body events?

16

Approximately how many non-OTO EGC members attended events?

none

Approximately how many people who are neither OTO nor EGC members attended events?

140

Do body members regularly attend events at another local body in your area? If so, which body(ies)?

Members regularly attend events at Vortex, and help out with initiations and mass when invited. Horizon members also attend events at Sekhet Maat quite often, and occasionally visit Blue Horizon and the lodges in British Columbia.

Facility and Facility Plans

Existing Facility:

Is this facility directly connected to a residence?

No

Is this facility on the same physical property as a private residence?

No

Is the facility used for purposes other than OTO events?

In part - our temple can rented by members of Horizon for non-OTO events.

If yes, describe:

We have rented our space for Golden Dawn rituals, a belly dancing class, and a series of magical classes.

In whose name is the facility rented, leased or owned?

Shellay L Maughan

In the event that the lessee changed residences, would the local body still have access to that space?

Yes

Does the body have a contingency plan in the event that the body were to lose its facility? If so, please explain:

We would try to find a comparable space to rent. In the interim we could hold mass and other events at Edge of the Circle bookstore and/or Queen Anne Temple as we have in the past.

How is the facility paid for?

Dues and donations. We also have savings for emergencies, and part of these savings funded fixing up the temple.

What is the approximate square footage of the facility?

1000

Is the facility under OTO regulations at all times, or only during OTO events?

At all times, including non-OTO renters.

 Achievements and Goals

Business:

EIN

Attained

Body Bank Account

Attained

Secondary Bank Account

Goal This Year

Inventory of Body Equipment

Goal This Year

Liability Insurance

Attained

Regular Business Meetings

Attained

Finances:

Institute local dues

Attained

Institute temple pledges

No Plans This Year

Institute fundraising activities

Attained

Increase fundraising activities

Goal This Year

Other (specify)

Goal This Year - Financial transparency and accountability to our membership; posting of monthly and quarterly financial reports and ARF statistics to our web site.

Officers:

Deputy Master

Attained

Treasurer

Attained

Secretary

Attained

Implementation of other Offices

Goal This Year

Transition of an Officer other than Master

Attained

Transition of Master

Attained

Temple Facility:

Transfer to a new space

Attained

Improve existing space

Goal This Year

Outreach:

Establish a website

Attained

Improve website

Goal This Year

Create a local e-list

Attained

Publish a journal

Goal This Year

EGC Activity

Obtain Gnostic Mass equipment

Attained

Improve Gnostic Mass equipment

Goal This Year

Perform Gnostic Mass

Attained

Increase Frequency of Gnostic Mass performance

Increase performance quality of Gnostic Mass

Goal This Year

Offer Baptisms and/or Confirmations

Attained

Offer EGC training

Attained

Other (specify)

Goal This Year - Mentorship program to augment our EGC/Novitiate training program.

MMM Initiation

Obtain equipment for 0*

Attained

Obtain equipment for I*

Attained

Obtain equipment for II*

Attained

Obtain equipment for III*

Attained

Obtain equipment for IV*

Attained

Obtain equipment for PI*

Attained

Improve equipment for 0*

Goal This Year

Improve equipment for I*

Goal This Year

Improve equipment for II*

Goal This Year

Improve equipment for III*

Goal This Year

Improve equipment for IV*

Improve equipment for PI*

Affiliate with an initiator outside the body

Get a chartered initiator within the body

Attained

Get additional chartered initiators within the body

Offer initiation training

Goal This Year

Other (specify)

Ritual Performance

Begin magical/dramatic rituals

Attained

Increase magical/dramatic ritual frequency

Goal This Year

Increase magical/dramatic ritual quality

Goal This Year

Classes, Discussion Groups, & Lectures

Offer classes, discussion groups, or lectures

Attained

Increase the frequency of classes, discussion groups, or lectures

Goal This Year

Increase the quality of classes, discussion groups, or lectures

Goal This Year

Increase the variety of classes, discussion groups, or lectures

Goal This Year

Order Related

How do you keep up with Order regulations and policy changes?

Through official e-lists and discussions with GL officers, esp my mentor and my bishop. Agape is also helpful.

Do you proactively contact the EC, Grand Lodge Officers, or other responsible officers if you have questions regarding policy?

Yes

Please indicate the revision year of the following documents in your possession, or write "Don't have" if you don't have them:

The Camp, Oasis and Lodge Master's Handbook

2001

The EGC Manual

2004

Bylaws of OTO USA

2000

Do you have a Mentor?

Yes