Civic Intelligence

St Joseph Financial Services

990 • Fiscal year 2020 • EIN 83-2660738

Jul 01, 2019 to Jun 30, 2020

San Jose, CA
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

54th percentile

8.2%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

90th percentile

96%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

244%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$101,040

Up $49,375 (+96%) from 2019

Net Assets

Up

$98,180

Up $72,925 (+289%) from 2019

Liabilities

Down

$2,860

Down $23,550 (-89%) from 2019

Revenue

Up

$886,510

Up $629,121 (+244%) from 2019

Expenses

Up

$813,585

Up $581,451 (+250%) from 2019

Net Income

Up

$72,925

Up $47,670 (+189%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$101,040
Liabilities$2,860
Net Assets$98,180

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$886,510
Expenses$813,585
Net Income$72,925
Filing Detail Status

This 2020 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Mission and Program Overview

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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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