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LUSO-American Financial a Fraternal Benefit Society

501(c)
Other · DUBLIN, CA · EIN 94-0401313

About

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.

Donations are tax-deductible
Category
Other
Employees
18
Volunteers
1,950

Financial Snapshot

FY ending 2024-12-31
Revenue
$13.2M
Expenses
$14.0M
Assets
$141.7M
Liabilities
$138.1M

Financial history

$15.3M$7.6M$0
161718192021222324
RevenueExpenses
Latest FY2024: $13.2M · Peak FY2018: $15.3M · Avg: $13.3M
LUSO-AMERICAN FINANCIAL A FRATERNAL BENEFIT SOCIETY
Your actions

Address

7080 Donlon Way STE 200
Dublin, CA, 94568-278

Governance

Voting board members10
Independent members0
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardNo

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Public records
ProPublica Nonprofit Explorer ↗
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IRS Tax Exempt Organization Search ↗
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