Based in Dublin, CA, LUSO-AMERICAN FINANCIAL A FRATERNAL BENEFIT SOCIETY operates as a Public Charity. The organization reported $13.2M in revenue, $14.4M in expenses, $142.7M in total assets for fiscal year 2025.
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.
How Luso-American Financial a Fraternal Benefit Society divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $13.2M | $14.4M | $142.7M |
| 2024 | $13.2M | $14.0M | $141.7M |
| 2023 | $12.9M | $14.3M | $140.5M |
| 2022 | $13.8M | $15.3M | $139.5M |
| 2020 | $14.8M | $13.9M | $130.8M |
Between 2020 and 2025, reported annual revenue declined from $14.8M to $13.2M (-11%), with total assets most recently reported at $142.7M.
Interactive year-over-year charts and full filing details available with membership.
