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La Societe Francaise De Bienfaisance Mutuelle De Los Angel

  • Calabasas, CA
  • Tax-exempt since Sept. 2025
  • EIN: 95-0752720

Organization summary

Type of Nonprofit

Designated as a Fraternal beneficiary societies and associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Fraternal Beneficiary Societies (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.2M (2025)

Expenses
$717k (2025)

Total Assets
$131M (2025)

Total Liabilities
$39.2k (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,197,242
Expenses
$717,197
Net Income
$1,480,045
Net Assets
$131,455,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,205
1.7%
Investment Income $2,143,267
97.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,770
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $131,494,251
Total Liabilities $39,164
Net Assets $131,455,087
Compensation
Key Employees and Officers Compensation Related Other
Margaret Shoukry (Board Member) $0 $0 $0
Gary Wilfert (Treasurer) $0 $0 $0
Retta Etchegaray (Membership Chair) $0 $0 $0
Alfred Bezi (Vice President) $0 $0 $0
Tina Stevenson (President) $0 $0 $0
Mary Ann Nicholas (Social Chair) $0 $0 $0
Steven David (Board Member) $0 $0 $0
Annette Shimada (Board Member) $0 $0 $0
Suzanne Taix (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 8, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,870,278
Expenses
$523,945
Net Income
$1,346,333
Net Assets
$122,884,193
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,685
1.7%
Investment Income $1,876,617
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$39,024
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $122,912,375
Total Liabilities $28,182
Net Assets $122,884,193
Compensation
Key Employees and Officers Compensation Related Other
Margaret Shoukry (President) $0 $0 $0
Gary Wilfert (Treasurer) $0 $0 $0
Retta Etchegaray (Membership Chair) $0 $0 $0
Alfred Bezi (Vice President) $0 $0 $0
Tina Stevenson (Secretary) $0 $0 $0
Mary Ann Nicholas (Board Member) $0 $0 $0
Steven David (Board Member) $0 $0 $0
Annette Shimada (Board Member) $0 $0 $0
Suzanne Taix (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on July 30, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,706,324
Expenses
$469,576
Net Income
$1,236,748
Net Assets
$96,744,544
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,418
2.0%
Program Services $33,641
2.0%
Investment Income $1,649,396
96.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,131
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $96,777,298
Total Liabilities $32,754
Net Assets $96,744,544
Compensation
Key Employees and Officers Compensation Related Other
Margaret Shoukry (President) $0 $0 $0
Gary Wilfert (Treasurer) $0 $0 $0
Retta Etchegaray (Membership Chair) $0 $0 $0
Alfred Bezi (Vice President) $0 $0 $0
Tina Stevenson (Social Chair) $0 $0 $0
Kimberly Santana (Secretary) $0 $0 $0
Ron Labrucherie (Board Member) $0 $0 $0
Steven David (Board Member) $0 $0 $0
Roger Marcellin Part Year (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 29, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,657,076
Expenses
$420,139
Net Income
$1,236,937
Net Assets
$103,978,755
Notable Sources of Revenue Percent of Total Revenue
Contributions $149,825
9.0%
Program Services $36,242
2.2%
Investment Income $1,475,645
89.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,636
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $104,007,423
Total Liabilities $28,668
Net Assets $103,978,755
Compensation
Key Employees and Officers Compensation Related Other
Margaret Shoukry (President) $0 $0 $0
Gary Wilfert (Treasurer) $0 $0 $0
Retta Etchegaray (Membership Chair) $0 $0 $0
Roger Marcellin (Finance Committee) $0 $0 $0
Alfred Bezi (Vice President) $0 $0 $0
Tina Stevenson (Social Chair) $0 $0 $0
Kimberly Santana (Secretary) $0 $0 $0
Ron Labrucherie (Board Member) $0 $0 $0
Raymond Mathieu (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,867,171
Expenses
$382,097
Net Income
$1,485,074
Net Assets
$93,701,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $412,500
22.1%
Program Services $29,862
1.6%
Investment Income $1,432,542
76.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,733
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $93,741,255
Total Liabilities $39,402
Net Assets $93,701,853
Compensation
Key Employees and Officers Compensation Related Other
Margaret Shoukry (President) $0 $0 $0
Gary Wilfert (Vice President) $0 $0 $0
Roger Marcellin (Treasurer) $0 $0 $0
Retta Etchegaray (Director) $0 $0 $0
Raymond Mathieu (Director) $0 $0 $0
Tina Stevenson (Director) $0 $0 $0
Ron Labrucherie (Director) $0 $0 $0
Kimberly Santana (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,531,537
Expenses
$499,877
Net Income
$1,031,660
Net Assets
$60,704,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,372
2.6%
Investment Income $1,492,134
97.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $31
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $60,737,169
Total Liabilities $33,058
Net Assets $60,704,111
Compensation
Key Employees and Officers Compensation Related Other
Margaret Shoukry (President) $0 $0 $0
Gary Wilfert (Vice President) $0 $0 $0
Steven David (Secretary) $0 $0 $0
Roger Marcellin (Treasurer) $0 $0 $0
Retta Etchegaray (Director) $0 $0 $0
Raymond Mathieu (Director) $0 $0 $0
Tina Stevenson (Director) $0 $0 $0
Ron Labrucherie (Director) $0 $0 $0
Kimberly Santana (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on June 29, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,296,718
Expenses
$794,250
Net Income
$26,502,468
Net Assets
$66,766,249
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,205
0.1%
Investment Income $1,174,982
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,083,531
95.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $23,896
3.0%
Assets/Debt
Total Assets $66,808,234
Total Liabilities $41,985
Net Assets $66,766,249
Compensation
Key Employees and Officers Compensation Related Other
Margaret Shoukry (President) $0 $0 $0
Gary Wilfert (Vice President) $0 $0 $0
Retta Etchegaray (Secretary/Director) $0 $0 $0
Roger Marcellin (Treasurer) $0 $0 $0
Steven David (Secretary/Director) $0 $0 $0
Raymond Mathieu (Director) $0 $0 $0
Tina Stevenson (Director) $0 $0 $0
Ron Labrucherie (Director) $0 $0 $0
Susan Taixe (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 26, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,705,403
Expenses
$388,147
Net Income
$1,317,256
Net Assets
$38,494,726
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,973
2.1%
Investment Income $792,874
46.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,019,666
59.8%
Net Fundraising $0
Sales of Assets -$143,110
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $58,394
15.0%
Assets/Debt
Total Assets $38,567,496
Total Liabilities $72,770
Net Assets $38,494,726
Compensation
Key Employees and Officers Compensation Related Other
Margaret Shoukry (President) $0 $0 $0
Gary Wilfert (Vice President) $0 $0 $0
Retta Etchegaray (Secretary) $0 $0 $0
Roger Marcellin (Treasurer) $0 $0 $0
Steven David (Director) $0 $0 $0
Raymond Mathieu (Director) $0 $0 $0
Tina Stevenson (Director) $0 $0 $0
Ron Labrucherie (Director) $0 $0 $0
Susan Taixe (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,530,937
Expenses
$373,699
Net Income
$1,157,238
Net Assets
$34,290,320
Notable Sources of Revenue Percent of Total Revenue
Contributions $100
0.0%
Program Services $22,861
1.5%
Investment Income $680,929
44.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $967,322
63.2%
Net Fundraising $0
Sales of Assets -$140,275
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $58,350
15.6%
Assets/Debt
Total Assets $34,379,341
Total Liabilities $89,021
Net Assets $34,290,320
Compensation
Key Employees and Officers Compensation Related Other
Margaret Audet Shoukry (President) $0 $0 $0
Gary Wilfert (Vice President) $0 $0 $0
Henriette Etchegaray (Secretary) $0 $0 $0
Roger Marcellin (Treasurer) $0 $0 $0
Steven David (Director) $0 $0 $0
Raymond Mathieu (Director) $0 $0 $0
Christine Stevenson (Director) $0 $0 $0
Suzanne Taix (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on June 26, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,111,752
Expenses
$330,958
Net Income
$1,780,794
Net Assets
$29,669,766
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,400
1.3%
Investment Income $665,008
31.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $921,262
43.6%
Net Fundraising $0
Sales of Assets $497,082
23.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $58,857
17.8%
Assets/Debt
Total Assets $29,748,225
Total Liabilities $78,459
Net Assets $29,669,766
Compensation
Key Employees and Officers Compensation Related Other
Margaret Audet Shoukry (President) $0 $0 $0
Gary Wilfert (Vice President) $0 $0 $0
Henriette Etchegaray (Secretary) $0 $0 $0
Roger Marcellin (Treasurer) $0 $0 $0
John F Cutter (Director) $0 $0 $0
Steven David (Director) $0 $0 $0
Raymond Mathieu (Director) $0 $0 $0
Christine Stevenson (Director) $0 $0 $0
Suzanne Taix (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,517,591
Expenses
$347,077
Net Income
$1,170,514
Net Assets
$28,110,011
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,208
1.7%
Investment Income $631,005
41.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $877,392
57.8%
Net Fundraising $0
Sales of Assets -$17,014
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $61,141
17.6%
Assets/Debt
Total Assets $28,208,355
Total Liabilities $98,344
Net Assets $28,110,011
Compensation
Key Employees and Officers Compensation Related Other
Margaret Audet Shoukry (President) $0 $0 $0
Gary Wilfert (Vice President) $0 $0 $0
Henriette Etchegaray (Secretary) $0 $0 $0
Roger Marcellin (Treasurer) $0 $0 $0
John F Cutter (Director) $0 $0 $0
Raymond Mathieu (Director) $0 $0 $0
Robert Sorcabal (Director) $0 $0 $0
Christine Stevenson (Director) $0 $0 $0
Suzanne Taix (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 2, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,444,684
Expenses
$284,022
Net Income
$1,160,662
Net Assets
$24,858,460
Notable Sources of Revenue Percent of Total Revenue
Contributions $150
0.0%
Program Services $29,720
2.1%
Investment Income $579,206
40.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $835,608
57.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $49,455
17.4%
Assets/Debt
Total Assets $24,935,089
Total Liabilities $76,629
Net Assets $24,858,460

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,261,361
Expenses
$314,408
Net Income
$946,953
Net Assets
$20,992,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $40
0.0%
Program Services $29,382
2.3%
Investment Income $455,499
36.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $795,822
63.1%
Net Fundraising $0
Sales of Assets -$19,382
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $43,851
13.9%
Assets/Debt
Total Assets $21,134,085
Total Liabilities $141,928
Net Assets $20,992,157

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,226,263
Expenses
$371,014
Net Income
$855,249
Net Assets
$18,013,369
Notable Sources of Revenue Percent of Total Revenue
Contributions $65
0.0%
Program Services $26,938
2.2%
Investment Income $439,647
35.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $757,928
61.8%
Net Fundraising $0
Sales of Assets $1,685
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $48,370
13.0%
Assets/Debt
Total Assets $18,095,307
Total Liabilities $81,938
Net Assets $18,013,369

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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