Nonprofit · EIN 83-2660738
ST JOSEPH FINANCIAL SERVICES
Tax-exempt · SOUTH BEND, IN 46617
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $5,275,436 | $4,927,865 | $347,571 | $480,546 | $1,489,890 | -$1,009,344 |
| September 30, 2024 | 990 | $3,534,887 | $4,294,625 | -$759,738 | $154,007 | $1,389,330 | -$1,235,323 |
| September 30, 2023 | 990 | $2,861,620 | $3,642,253 | -$780,633 | $545,623 | $1,127,754 | -$582,131 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $661,372
- Program service revenue
- $4,600,654
- Investment income
- $1,797
- Other revenue
- $11,613
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $374,669
- Other salaries and wages
- $2,728,836
- Salaries, compensation and benefits (total)
- $3,856,422
- Professional fundraising fees
- $0
- Occupancy
- $26,491
- Travel
- $48,611
- Program services (functional)
- $4,518,009
- Management and general (functional)
- $409,856
Balance sheet and other
- Total assets, start of year
- $154,007
- Total assets, end of year
- $480,546
- Total liabilities, end of year
- $1,489,890
- Net assets, end of year
- -$1,009,344
- Net assets without donor restrictions
- -$1,009,344
- Gross receipts
- $5,275,436
- Employees
- 49
- Year formed
- 2018
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRENDA CANNELLA | Treasurer Officer | 40 | $200,000 | $26,584 |
| JONATHAN BOULOS | President Officer | 40 | $174,669 | $31,441 |
| GEOFFREY TURBIAK | – | 40 | $142,300 | $28,072 |
| BRITTANY CARR | – | 40 | $146,149 | $9,019 |
| ERIC KOEGLER | – | 40 | $125,091 | $28,012 |
| JOHN SABLAN | – | 40 | $108,846 | $14,329 |
| JACQUELYN NATALI | – | 40 | $102,583 | $13,245 |
| BRENDAN MCGUIRE | Co-Chairman Trustee or director, Officer | 0 | $0 | $0 |
| PATRICK DUPUIS | Co-Chairman Trustee or director, Officer | 0 | $0 | $0 |
| STEPHEN MILLIGAN | Director Trustee or director | 0 | $0 | $0 |
| VERONICA ALONZA | Director Trustee or director | 0 | $0 | $0 |
| KATHLEEN RYAN | Director Trustee or director | 0 | $0 | $0 |
| NICHOLAS MOORE | Director Trustee or director | 0 | $0 | $0 |
| LETICIA OSEGUERA | Director Trustee or director | 0 | $0 | $0 |
| DAN WARMENHOVEN | Director Trustee or director | 0 | $0 | $0 |
990 for the year ended September 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN BOULOS | President Officer | 40 | $165,477 |
| ROBLEY EVANS | – | 40 | $142,917 |
| GEOFFREY TURBIAK | – | 40 | $128,531 |
| DOUGLAS ERLA | – | 40 | $127,838 |
| BRITTANY CARR | – | 40 | $107,026 |
| BRENDAN MCGUIRE | Co-Chairman Trustee or director, Officer | 0 | $0 |
| PATRICK DUPUIS | Co-Chairman Trustee or director, Officer | 0 | $0 |
| BRENDA CANNELLA | Treasurer Trustee or director, Officer | 40 | $0 |
| STEPHEN MILLIGAN | Director Trustee or director | 0 | $0 |
| VERONICA ALONZA | Director Trustee or director | 0 | $0 |
| KATHLEEN RYAN | Director Trustee or director | 0 | $0 |
| NICHOLAS MOORE | Director Trustee or director | 0 | $0 |
| LETICIA OSEGUERA | Director Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN BOULOS | CEO Officer | 40 | $168,478 |
| ROBLEY EVANS | COO Trustee or director, Officer | 40 | $140,997 |
| GEOFFREY TURBIAK | – | 40 | $118,024 |
| BRITTANY CARR | – | 40 | $105,055 |
| BRENDAN MCGUIRE | President Trustee or director, Officer | 0 | $0 |
| RON HALLAGAN | Sec/Treasurer Trustee or director, Officer | 0 | $0 |
| STEPHEN MILLIGAN | Director Trustee or director | 0 | $0 |
| KATHLEEN RYAN | Director Trustee or director | 0 | $0 |
| NICHOLAN MOORE | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1400 EAST ANGELA BOULEVARD, SOUTH BEND, IN 46617-1364
- Signed the 990
- JONATHAN BOULOS, President
- Phone
- (209) 585-5143
- Return prepared by
- WAHL WILLEMSE & WILSON LLP CPAS
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.
Program accomplishments
- 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.Expenses $4,518,009
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 83-2660738
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Exempt since
- 1946
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $480,546
- Income (IRS master file)
- $5,275,436
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $5,275,436 | $4,927,865 | $480,546 | XML |
| 990 | September 2024 | $3,534,887 | $4,294,625 | $154,007 | XML |
| 990 | September 2023 | $2,861,620 | $3,642,253 | $545,623 | XML |
| 990 | June 2022 | $1,329,397 | $1,503,237 | $47,606 | IRS |
| 990 | June 2021 | $1,046,409 | $1,051,585 | $120,190 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-2660738).
Questions about ST JOSEPH FINANCIAL SERVICES
- What is the EIN of ST JOSEPH FINANCIAL SERVICES?
- The employer identification number (EIN) of ST JOSEPH FINANCIAL SERVICES is 83-2660738.
- Is ST JOSEPH FINANCIAL SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does ST JOSEPH FINANCIAL SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST JOSEPH FINANCIAL SERVICES due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST JOSEPH FINANCIAL SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who are the officers and directors of ST JOSEPH FINANCIAL SERVICES?
- The 990 for the year ended September 30, 2025 lists 15 people; 7 received compensation from the organization, the highest $200,000 (BRENDA CANNELLA, Treasurer).
- How much revenue does ST JOSEPH FINANCIAL SERVICES have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $5,275,436, expenses of $4,927,865 and total assets of $480,546 at year end.
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