1. Directory
  2. California
  3. Dublin
  4. Luso-American Financial A Fraternal Benefit Society
EIN 94-0401313

Luso-American Financial A Fraternal Benefit Society

IRS 501(c) type
501(c)(8)
Num. employees
17
City
Dublin
State
California
Year formed
1957
Most recent tax filings
2021-12-01
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
$14,039,396
2021
Total expenses
$14,536,677
2021
Total assets
$136,150,844
2021
Num. employees
17
2021

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
Elizabeth MottaFinancial Director
Bernice PelicasAdministrative Director
Daniel SequeiraSales Director / Director of Sales$129,201
Esther MahlerDirector of New Business and Underwriter
Sue NicholsController$7,500
...and 5 more key personnel

Financials for Luso-American Financial A Fraternal Benefit Society

RevenuesFYE 12/2021
Total grants, contributions, etc.$0
Program services$6,418,643
Investment income and dividends$5,851,359
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$448,553
Net gain from sale of non-inventory assets$31,717
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$1,289,124
Total revenues$14,039,396

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

Fiscal year endingDate received by IRSFormPDF link
2020-122021-07-29990View PDF
2018-122020-01-28990View PDF
2017-122019-02-21990View PDF
2016-122017-12-28990OView PDF
2015-122017-01-04990OView PDF
...and 6 more Form 990s

Organizations like Luso-American Financial A Fraternal Benefit Society

OrganizationLocationRevenue
First Catholic Slovak Union of the United States of America and CanadaIndependence, OH$42,713,057
Catholic United FinancialArden Hills, MN$64,726,366
CSA Fraternal LifeLombard, IL$24,229,439
BetterLifeMadison, WI$59,441,063
Serb National FederationPittsburgh, PA$6,645,334
KJZT Family Life (CFFT - KJZT)Austin, TX$13,170,314
Polish National Alliance of the US of NAChicago, IL$41,988,128
SPJST (SPJST)Temple, TX$37,911,844
Western Catholic Union (WCU)Quincy, IL$14,717,772
Slovene National Benefit Society (SNPJ)Imperial, PA$17,289,930
Data update history
October 21, 2022
Used new vendors
Identified 4 new vendors, including , , , and
October 19, 2022
Updated personnel
Identified 2 new personnel
October 11, 2021
Posted financials
Added Form 990 for fiscal year 2020
September 30, 2021
Updated personnel
Identified 1 new personnel
September 30, 2021
Used new vendors
Identified 1 new vendor, including
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
Free account sign-up

Want updates when Luso-American Financial A Fraternal Benefit Society has new information, or want to find more organizations like Luso-American Financial A Fraternal Benefit Society?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2023 Nonprofit Metrics LLC
Terms of Service and Privacy Policy