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Filing year 2024

LUSO-AMERICAN FINANCIAL A FRATERNAL BENEFIT SOCIETY

Dublin, California·EIN 94-0401313·8
Total revenue
$13.2M
Total assets
$141.7M
Total expenses
$14M
Reported officers
12
Mission

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.

Executive compensation, broken down

Form 990 · Schedule J · 3 reported individuals · Filing year 2024

Controller
key employee
$170k
$180k
Base
$170k
Bonus
Other
Benefits
Corporate Secretary
secretary (operational)
$110k
$117k
Sales Director
key employee
$6k
$6k
Base
$6k
Bonus
Other
Benefits

Teal figures restate each filed amount in 2026 dollars.

Estimated with San Francisco-Oakland-Hayward, CA metro-area CPI-U, restating filed pay into April 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 9 unpaid individuals.

Up 3%
from 2023

From $165k in 2023 to $170k in 2024.

$165k
2023
$170k
2024
In today's dollarsEst.
Roughly flat in real terms$179k to $180k

Estimated with San Francisco-Oakland-Hayward, CA metro-area CPI-U, restating filed pay into April 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.
Financial trend

Revenue and expenses over time

LUSO-AMERICAN FINANCIAL A FRATERNAL BENEFIT SOCIETY reported revenue and expenses across 2 filing years.

RevenueExpenses
$12.9M
$14.3M
2023
$13.2M
$14M
2024
Total revenue and total expenses from IRS Form 990 filings.
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