Nonprofits›Luso-American Financial A Fraternal Benefit Society

Luso-American Financial A Fraternal Benefit Society

DUBLIN, CA

Website

Total revenue

$13.2M

Total expenses

$14.0M

Net assets

$3.6M

Grants received

—

EIN

940401313

Tax year

2024

Mission

LUSO AMERICAN FINANCIAL is a fraternal benefit society serving over 19,000 members, issuing at least two of its publications a year. The Society provides life and annuity products for its members.

Financials

FY 2024

Revenue

Contributions & grants—
Program service revenue$5.6M
Investment income$7.1M
Other revenue$496K
Total revenue$13.2M

Expenses

Grants paid—
Salaries & benefits$1.0M
Fundraising—
Other expenses$2.9M
Total expenses$14.0M
Total assets$141.7M
Net assets$3.6M

People

12 listed

NameRoleCompensation

Sue Nichols

Controller

Board

$170K

40 hrs/wk

Esther Mahler

Corporate Secretary

Board

$110K

40 hrs/wk

Mina Grosso

Board Member

Board

—

4 hrs/wk

Maritana Guadalupe

Board Member

Board

—

4 hrs/wk

Judy Mottini

Board Member

Board

—

4 hrs/wk

Dan Rocha

Board Member

Board

—

4 hrs/wk

Liz Motta

Board Member

Board

—

4 hrs/wk

Tina Medeiros

Board Member

Board

—

4 hrs/wk

John Perdigao

Board Member

Board

—

4 hrs/wk

Anthony G Sozinho

Chair Member

Board

—

4 hrs/wk

Manuel Vieira

Board Member

Board

—

4 hrs/wk

Daniel Sequeira

Sales Director

Staff

$6K

40 hrs/wk

Independent contractors

Rehon & Roberts APC

Legal services

$794K

AQS Asset Management

Financial

$109K

David Sasseen

Legal Services

$108K

Details

EIN940401313
Subsection08
Ruling date1958-11
Formed1957
Employees18
Volunteers1950
LUSO-AMERICAN FINANCIAL A FRATERNAL BENEFIT SOCIETY — Mission, Financials & Grants Received | Grantivo