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.

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
$500,000 2 grants
RELIGION RELATED
$150,000 1 grant
HUMAN SERVICE
$100,000 1 grant
GENERAL FINANCIAL SUPPORT
$15,000 1 grant
PUBLIC, SOCIETAL BENEFIT
$5,000 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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