Public Charity

ST JOSEPH FINANCIAL SERVICES

ST JOSEPH FINANCIAL SERVICES, of SAN JOSE, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $5.3M in revenue, $4.9M in expenses, $481K in total assets. 6 publicly reported grants to this organization, totaling roughly $770K, appear in IRS filings.

EIN: 832660738 SAN JOSE, CA Latest filing: 2025
Total Revenue$5.3M
Total Expenses$4.9M
Total Assets$481K
Grant Records6
Funding Total$770K
Filing Years2021–2025

Mission

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.

Where $100 goes at St Joseph Financial Services

How St Joseph Financial Services divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$90 Programs the work itself
$10 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $90 for programs

$90
St
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Treasurer Brenda Cannella
Co-Chairman Brendan Mcguire
Officer Brittany Carr
Director Dan Warmenhoven
Officer Eric Koegler
Officer Geoffrey Turbiak

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$520,000 4 grants
Religion & Spirituality
$150,000 1 grant
Human & Social Services
$100,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $5.3M $4.9M $481K
2024 $3.5M $4.3M $154K
2023 $2.9M $3.6M $546K
2022 $1.3M $1.5M $48K
2021 $1.0M $1.1M $120K

Between 2021 and 2025, reported annual revenue grew from $1.0M to $5.3M (+404%), with total assets most recently reported at $481K.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for ST JOSEPH FINANCIAL SERVICES

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