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Nonprofit · EIN 95-0752720

LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL

Tax-exempt · CALABASAS, CA 91302

Financials

$1.9M$524K2023$2.2M$717K2024$2.3M$845K2025
Revenue Expenses · by fiscal year end
Financials of LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$2,308,334$844,833$1,463,501$152,920,094$32,507$152,887,587
March 31, 2025990$2,197,242$717,197$1,480,045$131,494,251$39,164$131,455,087
March 31, 2024990$1,870,278$523,945$1,346,333$122,912,375$28,182$122,884,193
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$40,917
Investment income
$2,267,417
Net gain from sales of assets
-$13,028
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$602,104
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Occupancy
$1,200
Program services (functional)
$654,970
Management and general (functional)
$189,863

Balance sheet and other

Total assets, start of year
$131,494,251
Total assets, end of year
$152,920,094
Total liabilities, end of year
$32,507
Net assets, end of year
$152,887,587
Publicly traded securities
$30,496,369
Net assets without donor restrictions
$152,887,587
Gross receipts
$7,543,563
Employees
0
Volunteers
17
Year formed
1862
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
MARGARET SHOUKRYSECRETARY
Trustee or director, Officer
1$0
GARY WILFERTTREASURER
Trustee or director, Officer
3$0
RETTA ETCHEGARAYMEMBERSHIP CO-CHAIR
Trustee or director
3$0
ALFRED BEZIVICE PRESIDENT
Trustee or director, Officer
1$0
TINA STEVENSONPRESIDENT
Trustee or director, Officer
4$0
MARY ANN NICHOLASSOCIAL CHAIR
Trustee or director
2$0
STEVEN DAVIDBOARD MEMBER
Trustee or director
1$0
ANNETTE SHIMADAMEMBERSHIP CO-CHAIR
Trustee or director, Officer
1$0
SUZANNE TAIXBOARD MEMBER
Trustee or director
1$0
990 for the year ended March 31, 2025: 9 people
NameTitleHours / weekCompensation
MARGARET SHOUKRYBOARD MEMBER
Trustee or director
1$0
GARY WILFERTTREASURER
Trustee or director, Officer
3$0
RETTA ETCHEGARAYMEMBERSHIP CHAIR
Trustee or director
3$0
ALFRED BEZIVICE PRESIDENT
Trustee or director, Officer
3$0
TINA STEVENSONPRESIDENT
Trustee or director, Officer
4$0
MARY ANN NICHOLASSOCIAL CHAIR
Trustee or director
2$0
STEVEN DAVIDBOARD MEMBER
Trustee or director
1$0
ANNETTE SHIMADABOARD MEMBER
Trustee or director
1$0
SUZANNE TAIXSECRETARY
Trustee or director, Officer
1$0
990 for the year ended March 31, 2024: 9 people
NameTitleHours / weekCompensation
MARGARET SHOUKRYPRESIDENT
Trustee or director, Officer
2$0
GARY WILFERTTREASURER
Trustee or director, Officer
3$0
RETTA ETCHEGARAYMEMBERSHIP CHAIR
Trustee or director
4$0
ALFRED BEZIVICE PRESIDENT
Trustee or director
1$0
TINA STEVENSONSECRETARY
Trustee or director, Officer
4$0
MARY ANN NICHOLASBOARD MEMBER
Trustee or director
1$0
STEVEN DAVIDBOARD MEMBER
Trustee or director
1$0
ANNETTE SHIMADABOARD MEMBER
Trustee or director
1$0
SUZANNE TAIXBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
26565 AGOURA RD STE 200, CALABASAS, CA 91302-1990
Principal officer (990 for 2025)
DOMINIC RINALDI, 26565 W AGOURA ROAD 200, CALABASAS, CA 91302
Signed the 990
DOMINIC RINALDI, TREASURER
Phone
(213) 625-2526
Return prepared by
GOEHNER ACCOUNTANCY CORPORATION

California records

California keeps its own records of charities and corporations. Search them by EIN 95-0752720 or by the name LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

WE OFFER MEMBERS OPPORTUNITIES FOR SOCIAL INTERACTION WITH OTHER MEMBERS OF FRENCH DESCENT, FRENCH CULTURAL EVENTS AND FINANCIAL SUPPORT TO HELP COVER MEMBERS' OUT-OF-POCKET MEDICAL EXPENSES.

990 for the year ended March 31, 2026

Program accomplishments

  • WE OFFER MEMBERS OPPORTUNITIES FOR SOCIAL INTERACTION WITH OTHER MEMBERS OF FRENCH DESCENT, FRENCH CULTURAL EVENTS AND FINANCIAL SUPPORT TO HELP COVER MEMBERS' OUT-OF-POCKET MEDICAL EXPENSES.
    Expenses $654,970 · revenue $40,917

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
95-0752720
Tax-exempt status
501(c)(8): Fraternal beneficiary society
Donations deductible (Pub 78)
Organization other than a public charity or private foundation; Fraternal lodge, deductible only for charitable purposes
Exempt since
2025
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$152,920,094
Income (IRS master file)
$7,543,563

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$2,308,334$844,833$152,920,094XML
990March 2025$2,197,242$717,197$131,494,251XML
990March 2024$1,870,278$523,945$122,912,375XML
990March 2023$1,706,324$469,576$96,777,298IRS
990March 2022–––IRS
990March 2021–––IRS
990March 2019–––IRS
990March 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-0752720).

Questions about LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL

What is the EIN of LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL?
The employer identification number (EIN) of LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL is 95-0752720.
Is LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 2025.
Are donations to LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Fraternal lodge, deductible only for charitable purposes).
Which annual return does LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who is the principal officer of LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL?
The 990 for the year ended March 31, 2026 names DOMINIC RINALDI.
Who are the officers and directors of LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL?
The 990 for the year ended March 31, 2026 lists 9 people; 0 received compensation from the organization.
How much revenue does LA SOCIETE FRANCAISE DE BIENFAISANCE MUTUELLE DE LOS ANGEL have?
On its 990 for the year ended March 31, 2026 it reported revenue of $2,308,334, expenses of $844,833 and total assets of $152,920,094 at year end.

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