Civic Intelligence

St Joseph Financial Services

EIN 83-2660738 • 501(c)3 • San Jose, CA

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Profile

St joseph financial services provides finance and accounting services to catholic entities delivering excellence in service, technology and strategic financial thinking that empowers leadership.

1150 N 1st Street 100San Jose, CA 95112

n/A

Siviq Scores

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

Liabilities / Assets

99th percentile

3.10x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.28x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

54th percentile

6.6%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

98th percentile

212%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

49%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$480,546

Up $326,539 (+212%) from 2024

Liabilities

Up

$1,489,890

Up $100,560 (+7.2%) from 2024

Net Assets

Up

-$1,009,344

Up $225,979 (+18%) from 2024

Operations
Liabilities / Revenue63rd percentileNet Margin54th percentile

Revenue

Up

$5,275,436

Up $1,740,549 (+49%) from 2024

Expenses

Up

$4,927,865

Up $633,240 (+15%) from 2024

Net Income

Up

$347,571

Up $1,107,309 (+146%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2019: $51,665Liabilities 2019: $26,410Net Assets 2019: $25,2552019Assets 2020: $101,040Liabilities 2020: $2,860Net Assets 2020: $98,1802020Assets 2021: $120,190Liabilities 2021: $27,186Net Assets 2021: $93,0042021Assets 2022: $47,606Liabilities 2022: $128,442Net Assets 2022: -$80,8362022Assets 2023: $545,623Liabilities 2023: $1,127,754Net Assets 2023: -$582,1312023Assets 2024: $154,007Liabilities 2024: $1,389,330Net Assets 2024: -$1,235,3232024Assets 2025: $480,546Liabilities 2025: $1,489,890Net Assets 2025: -$1,009,3442025

Highlighted filing

2025

Assets$480,546
Liabilities$1,489,890
Net Assets-$1,009,344
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $257,389Expenses 2019: $232,134Net Income 2019: $25,2552019Revenue 2020: $886,510Expenses 2020: $813,585Net Income 2020: $72,9252020Revenue 2021: $1,046,409Expenses 2021: $1,051,585Net Income 2021: -$5,1762021Revenue 2022: $1,329,397Expenses 2022: $1,503,237Net Income 2022: -$173,8402022Revenue 2023: $2,861,620Expenses 2023: $3,642,253Net Income 2023: -$780,6332023Revenue 2024: $3,534,887Expenses 2024: $4,294,625Net Income 2024: -$759,7382024Revenue 2025: $5,275,436Expenses 2025: $4,927,865Net Income 2025: $347,5712025

Highlighted filing

2025

Revenue$5,275,436
Expenses$4,927,865
Net Income$347,571
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,546
Liabilities
$1,489,890
Net assets
-$1,009,344
Revenue
$5,275,436
Expenses
$4,927,865
Net income
$347,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.48$1.49$1.01$5.28$4.93$0.35
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$1.39$1.24$3.53$4.29$0.76
2023Detailed filing. Detailed filing data is available for this year.$0.55$1.13$0.58$2.86$3.64$0.78
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.13$0.08$1.33$1.50$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.03$0.09$1.05$1.05$0.01
2020Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.89$0.81$0.07
2019Summary only. Only limited summary data is available for this year.$0.05$0.03$0.03$0.26$0.23$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.2
Gross Receipts
$5,275,436
Mission and Program Overview

Mission

St joseph financial services provides finance and accounting services to catholic entities delivering excellence in service, technology and strategic financial thinking that empowers leadership.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$205,000$250,000▲ $45,000
Cash and Non-Interest-Bearing Accounts$130,626$234,938▲ $104,312
Accounts Receivable$22,636$96,077▲ $73,441
Prepaid Expenses and Deferred Charges-$22,775-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$154,007$480,546▲ $326,539
Other Assets Total$745$126,756▲ $126,011
Liabilities
Unsecured Notes Loans Payable$1,050,000$1,000,000▼ $50,000
Other Liabilities$47,241$181,049▲ $133,808
Accounts Payable and Accrued Expenses$87,089$58,841▼ $28,248
Total Liabilities$1,389,330$1,489,890▲ $100,560
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,235,323$-1,009,344▲ $225,979
Total Net Assets Fund Balance$-1,235,323$-1,009,344▲ $225,979
Total Liabilities and Net Assets / Fund Balance$154,007$480,546▲ $326,539

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$126,756--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda CannellaTreasurerFT$165,000$61,584$226,584
Jonathan BoulosPresidentFT$174,669$31,441$206,110
Jonathan Boulos--$165,919$10,480$206,110
Geoffrey TurbiakCo-ChairmanFT$142,300$28,072$170,372
Geoffrey Turbiak--$142,300$28,072$170,372
Brittany CarrCo-ChairmanFT$146,149$9,019$155,168
Brittany CarrPresident-$146,149$38,730$155,168
Eric KoeglerDirectorFT$125,091$28,012$153,103
Eric Koegler--$125,091$28,012$153,103
John SablanDirectorFT$108,846$14,329$123,175
Jacquelyn NataliDirectorFT$102,583$13,245$115,828

Board Members and Trustees

NameTitle
Brendan McguireDirector
Patrick DupuisDirector
Stephen MilliganDirector
Dan Warmenhoven-
Kathleen Ryan-
Leticia Oseguera-
Nicholas Moore-
Veronica Alonza-
Revenue and Support

Revenue Composition

Contributions and Grants
$661,372
Program Service Revenue
$4,600,654
Investment Income
$1,797
Other Revenue
$11,613
All Other Contributions
$661,372
Change in Net Assets
$347,571
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,856,422
Other Expenses$1,071,443
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,728,836--$2,728,836
Current Officers, Directors, Trustees, and Key Employees$374,669--$374,669
Other Employee Benefits$291,563$59,718-$351,281
Payroll Taxes$200,749$41,117-$241,866
Pension Plan Contributions$132,609$27,161-$159,770
Travel-$48,611-$48,611
Fees for Services Other-$48,168-$48,168
Interest-$31,632-$31,632
Advertising-$28,343-$28,343
Occupancy-$26,491-$26,491
Insurance-$20,379-$20,379
Office Expenses-$13,031-$13,031
Other Expenses$70,409$12,722-$12,722
All Other Expenses-$10,091-$10,091
Conferences and Meetings$1,243--$1,243
Total Functional Expenses$4,518,009$409,856$0$4,927,865
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$205,000$250,000▲ $45,000
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$152,349
Client Deposits$28,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Distributed form 990 to officers and board members and solicited their comments and feedback prior to filing.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
St Joseph Financial Services
EIN
83-2660738
Phone
2095855143
Address
1150 N 1ST STREET 100, SAN JOSE, CA 95112

Signing Officer

Name
Jonathan Boulos
Title
President
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Formed
2018
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
49

Preparer

Firm
Wahl Willemse & Wilson Llp Cpas
Address
401 E MAIN ST, TURLOCK, CA 95380
Preparer
Amy Wilson CPA
Phone
2096690880
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