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EIN 94-0401313

Luso-American Financial A Fraternal Benefit Society

IRS 501(c) type
501(c)(8)
Num. employees
15
City
Dublin
State
California
Year formed
1957
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
LUSO AMERICAN FINANCIAL is a fraternal benefit society serving over 19,500 members and issuing at least two of its publications a year. The Society provides life and annuity products for our particular ethnic group (Portuguese-Americans) in an organizational structure allowing fraternal, cultural, charitable, humanitarian, educational and social activities for the betterment of our policyholders and members and others and for local, national and international communities. L.A.L.I.S. Is a fraternal benefit society serving over 19,500 members and issuing at least two of its publications a year.
Related structure
Luso-American Financial A Fraternal Benefit Society is a parent organization to a group of 99 other organizations.
Also known as...
Luso-American Life Insurance Society; Luso-American Plaza
Total revenues
$12,900,869
2023
Total expenses
$14,284,512
2023
Total assets
$140,461,043
2023
Num. employees
15
2023

Program areas at Luso-American Financial A Fraternal Benefit Society

LUSO AMERICAN FINANCIAL is a fraternal benefit society serving over 19,000 members and issues two of its publications a year. The Society provides life and annuity products for our particular ethnic group (Portuguese-Americans) in an organizational structure allowing fraternal, cultural, charitable, humanitarian, educational and social activities for the betterment of our policyholders, members and other local, national and international communities.

Personnel at Luso-American Financial A Fraternal Benefit Society

NameTitleCompensation
Sue NicholsController$164,801
Esther MahlerDirector of Operations$107,467
Dan RochaFinancial Director
Dan SequeiraDirector of Sales
Daniel SequeiraDirector of Sales / Sales Director / Fraternal Field Manager$124,595
...and 1 more key personnel

Financials for Luso-American Financial A Fraternal Benefit Society

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$5,051,665
Investment income and dividends$7,252,555
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$377,993
Net gain from sale of non-inventory assets$122,383
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$96,273
Total revenues$12,900,869

Form 990s for Luso-American Financial A Fraternal Benefit Society

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-30990View PDF
2022-122023-09-13990View PDF
2021-122022-10-27990View PDF
2020-122021-07-29990View PDF
2018-122020-01-28990View PDF
...and 9 more Form 990s

Organizations like Luso-American Financial A Fraternal Benefit Society

OrganizationLocationRevenue
Croatian Fraternal Union of AmericaPittsburgh, PA$47,619,421
William Penn AssociationPittsburgh, PA$50,578,085
Mutual Beneficial Association (MBA)Berwyn, PA$11,785,428
SPJST (SPJST)Temple, TX$44,090,522
Polish National Alliance of the US of NAChicago, IL$51,684,460
BetterLifeMadison, WI$64,263,803
CSA Fraternal LifeLombard, IL$19,467,110
Loyal Christian Benefit AssociationErie, PA$22,882,689
Assured Life AssociationCentennial, CO$9,109,480
Portuguese Fraternal Society of AmericaModesto, CA$14,687,259
Data update history
October 3, 2024
Updated personnel
Identified 3 new personnel
January 29, 2024
Updated personnel
Identified 1 new personnel
October 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 27, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 13, 2023
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizationsCharities
Issues
No issues found
Characteristics
Community engagement / volunteeringTax deductible donations
General information
Address
7080 Donlon Way Suite 200
Dublin, CA 94568
Metro area
San Francisco-Oakland-Berkeley, CA
County
Alameda County, CA
Website URL
luso-american.org/ 
Phone
(925) 828-4884
Facebook page
PortugueseFraternal 
Twitter profile
@lusolife 
IRS details
EIN
94-0401313
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1957
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Parent of group exemption
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