ZUnclassifiedEIN: 940401313· Ruling Year: 1958

Luso American Financial A Fraternal Benefit Society

Dublin, California

B-Health Score
45B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.31×
Peer Median5.86×
💰
$12.9M
Total Revenue
📊
$14.3M
Total Expenses
🏦
$4.4M
Net Assets
📋
$136.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-6.4%
Year-over-year change (2022 → 2023)
Net Margin
-10.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.31
Net assets divided by total expenses
Liabilities-to-Assets
96.9%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$12,900,8696%$14,284,5126%$140,461,0431%
2022$13,781,7782%$15,251,4165%$139,539,8362%
2021$14,039,3965%$14,536,6774%$136,150,8444%
2020$14,798,48911%$13,927,4023%$130,783,5356%
2019$13,354,41812%$13,463,9797%$122,875,7293%
2018$15,257,32535%$14,539,02349%$119,044,4697%
2017$11,309,01112%$9,725,95727%$110,791,3563%
2016$12,814,88414%$13,254,32515%$107,739,01712%
2014$11,237,54316%$11,481,42411%$96,367,8455%
2013$9,712,9913%$10,384,0203%$91,597,1134%
2012$9,390,67910%$10,121,80016%$88,147,5714%
2011$10,468,998$12,020,601$84,959,580

Frequently Asked Questions

What does Luso American Financial A Fraternal Benefit Society do?

Luso American Financial A Fraternal Benefit Society is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Luso American Financial A Fraternal Benefit Society financially healthy?

Based on our 9-metric Financial Health Score model, Luso American Financial A Fraternal Benefit Society has a score of 45/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Luso American Financial A Fraternal Benefit Society generate?

Luso American Financial A Fraternal Benefit Society reports $13.2M in annual revenue and holds $141.7M in total assets, based on IRS filings.

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