EIN 94-0401313

Luso-American Financial A Fraternal Benefit Society

IRS 501(c) type
501(c)(8)
Num. employees
17
City
Year formed
1957
Most recent tax filings
2021-12-01
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
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