ST JOSEPH FINANCIAL SERVICES

ST JOSEPH FINANCIAL SERVICES

San Jose, CA, US
501(c)3
EIN
83-2660738
Subordinate Organization

ST JOSEPH FINANCIAL SERVICES

San Jose, CA, US
501(c)3
EIN
83-2660738
Subordinate Organization

Overview

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Est.

2018

Fiscal Year Start

Oct 1

Organization Type

Grantseeker
AI Summary
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St. Joseph Financial Services is a nonprofit organization dedicated to providing finance and accounting services, along with educational programs, to Catholic organizations that qualify 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 is supported by significant funding sources, though specific funder identities remain undisclosed. St. Joseph Financial Services focuses on delivering excellence in service and strategic financial thinking to empower the leadership of Catholic organizations.

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

$3.5M

Expenses

$4.3M

Net Income:
-$759.7K
Assets

$154K

Liabilities

$1.4M

Net Assets:
-$1.2M
Operating Budget

$4.3M

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
J
Jonathan Boulos
Board Member
S
Stephen Milligan
Board Member
K
Kathleen Ryan
Board Member

Frequently Asked Questions

What is ST JOSEPH FINANCIAL SERVICES’s budget?
In 2024, ST JOSEPH FINANCIAL SERVICES reported an annual operating budget of around $4.3 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.
Overview
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