Civic Intelligence

Lusitania Institute Inc

EIN 04-2318156 • Ludlow, MA

599 East StreetLudlow, MA 01056
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

81st percentile

25%

Faster asset growth than 81% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1237%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$417,586

Up $84,285 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$417,586

Up $84,285 (+25%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin94th percentile

Revenue

Up

$116,968

Up $108,218 (+1237%) from 2023

Expenses

Up

$31,765

Up $6,704 (+27%) from 2023

Net Income

Up

$85,203

Up $101,514 (+622%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $454,767Liabilities 2010: $0Net Assets 2010: $454,7672010Assets 2011: $442,976Liabilities 2011: $0Net Assets 2011: $442,9762011Assets 2012: $439,708Liabilities 2012: $0Net Assets 2012: $439,7082012Assets 2013: $438,924Liabilities 2013: $0Net Assets 2013: $438,9242013Assets 2014: $454,460Liabilities 2014: $0Net Assets 2014: $454,4602014Assets 2015: $470,672Liabilities 2015: $0Net Assets 2015: $470,6722015Assets 2016: $464,178Liabilities 2016: $0Net Assets 2016: $464,1782016Assets 2017: $448,783Liabilities 2017: $0Net Assets 2017: $448,7832017Assets 2018: $424,541Liabilities 2018: $0Net Assets 2018: $424,5412018Assets 2019: $413,999Liabilities 2019: $0Net Assets 2019: $413,9992019Assets 2020: $402,060Liabilities 2020: $0Net Assets 2020: $402,0602020Assets 2021: $377,513Liabilities 2021: $0Net Assets 2021: $377,5132021Assets 2022: $350,621Liabilities 2022: $0Net Assets 2022: $350,6212022Assets 2023: $333,301Liabilities 2023: $0Net Assets 2023: $333,3012023Assets 2024: $417,586Liabilities 2024: $0Net Assets 2024: $417,5862024

Highlighted filing

2024

Assets$417,586
Liabilities$0
Net Assets$417,586
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $8,9622010Expenses 2011: $16,0242011Expenses 2012: $11,0322012Revenue 2013: $11,122Expenses 2013: $11,784Net Income 2013: -$6622013Revenue 2014: $20,438Expenses 2014: $4,749Net Income 2014: $15,6892014Revenue 2015: $31,722Expenses 2015: $15,154Net Income 2015: $16,5682015Revenue 2016: $13,397Expenses 2016: $16,932Net Income 2016: -$3,5352016Revenue 2017: $13,548Expenses 2017: $28,829Net Income 2017: -$15,2812017Revenue 2018: $9,364Expenses 2018: $33,484Net Income 2018: -$24,1202018Revenue 2019: $13,173Expenses 2019: $23,626Net Income 2019: -$10,4532019Revenue 2020: $15,152Expenses 2020: $24,162Net Income 2020: -$9,0102020Revenue 2021: $5,658Expenses 2021: $30,205Net Income 2021: -$24,5472021Revenue 2022: $6,421Expenses 2022: $25,197Net Income 2022: -$18,7762022Revenue 2023: $8,750Expenses 2023: $25,061Net Income 2023: -$16,3112023Revenue 2024: $116,968Expenses 2024: $31,765Net Income 2024: $85,2032024

Highlighted filing

2024

Revenue$116,968
Expenses$31,765
Net Income$85,203
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$417,586
Liabilities
$0
Net assets
$417,586
Revenue
$116,968
Expenses
$31,765
Net income
$85,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$1.17$0.32$0.85
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.09$0.25$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.06$0.25$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.06$0.30$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.15$0.24$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.13$0.24$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.09$0.33$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.14$0.29$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.13$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.32$0.15$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.20$0.05$0.16
2013Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.11$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.11
2011Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.16
2010Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA F GOMESPresident-$0--
CRISTINA SARAIVATreasurer-$0--
MARK GERMAINDirector-$0--
SCOTT GANHAODirector-$0--
HECTOR R GOMESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lusitania Institute Inc
EIN
04-2318156
Phone
4135899966
Address
599 EAST STREET, LUDLOW, MA 01056

Signing Officer

Name
Cristina Saraiva
Title
Treasurer
Phone
4135899966
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Gomes Dacruz & Tracy Pc
Address
77 WINSOR STREET PO BOX 588, LUDLOW, MA 01056-3469
Preparer
David J Mantoni CPA
Phone
4135897831
Raw XML Appendix306 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARIA F GOMES
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CRISTINA MG SARAIVA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0599 EAST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LUDLOW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001056
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04135899966
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORT LOCAL NOT FOR PROFIT ORGANIZATIONS THROUGH GRANTS THAT FURTHER THEIR PURPOSE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt027500
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WESTERN UNITED PIONEERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PORTUGUESE CULTURAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LUDLOW BOYS AND GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0386 WINSOR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt133 NORWOORD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt291 CLAUDIAS WAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LUDLOW
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201056
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029691
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029691
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029691
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0918
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT COST BASIS ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MASS ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11037
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVID DIST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0772
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0772
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01453
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01453
TaxesSchedule/TaxesDetail/Amt096
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt096
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRISTINA SARAIVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04135899966
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUSITANIA INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0LUSI
ReturnHeader/Filer/EIN0042318156
ReturnHeader/Filer/PhoneNum04135899966
ReturnHeader/Filer/USAddress/AddressLine1Txt0599 EAST STREET
ReturnHeader/Filer/USAddress/CityNm0LUDLOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001056
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043040103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOMES DACRUZ & TRACY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WINSOR STREET PO BOX 588
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUDLOW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0010563469
ReturnHeader/PreparerPersonGrp/PhoneNum04135897831
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J MANTONI CPA
ReturnHeader/ReturnTs02025-11-18T15:40:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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