Overview

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Est.

2018

Fiscal Year Start

Oct 1

Organization Type

Grantseeker

AI Summary

St. Joseph Financial Services is a nonprofit organization dedicated to providing finance and accounting services, along with educational programs, to Catholic organizations exempt under IRC 501(c)(3). With an operating budget of $4.9 million and total revenue of $5.3 million for the filing year 2025, the organization emphasizes excellence in service and strategic financial thinking to empower leadership within these communities. It is notable that St. Joseph Financial Services relies on multiple funders, with no single source contributing 50% or more of its revenue.

Mission Statement

St. Joseph Financial Services provides finance and accounting services and educational programs to Catholic organizations that are exempt under IRC 501(c)(3), delivering excellence in service, technology, and strategic financial thinking that empowers the leadership of these Catholic organizations.
Revenues
$5.3M
Expenses
$4.9M
Net Income:
+$347.6K
Assets
$480.5K
Liabilities
$1.5M
Net Assets:
-$1M
Operating Budget
$4.9M
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
2
Median grant size
$225K
Largest grant received
$250K
B
Brenda Cannella
Board Member
J
Jonathan Boulos
Board Member
K
Kathleen Ryan
Board Member

Frequently Asked Questions

What is ST JOSEPH FINANCIAL SERVICES’s budget?
In 2025, ST JOSEPH FINANCIAL SERVICES reported an annual operating budget of around $4.9 million. More detailed financial information is available to registered users.
Where does ST JOSEPH FINANCIAL SERVICES operate?
ST JOSEPH FINANCIAL SERVICES is headquartered in San Jose, CA.
Who funded ST JOSEPH FINANCIAL SERVICES recently?
In 2025, ST JOSEPH FINANCIAL SERVICES received grants from WILSON SHEEHAN FOUNDATION, THE CATHOLIC COMMUNITY FOUNDATION, and WARMENHOVEN FAMILY FOUNDATION. More information on this organization’s funders is available to registered users.
What is the largest grant ST JOSEPH FINANCIAL SERVICES received in 2024?
The largest grant to ST JOSEPH FINANCIAL SERVICES in 2024 exceeds $250 thousand.