ST JOSEPH FINANCIAL SERVICES

SAN JOSE, CA, 95112 (209) 585-5143 Est. 2018 EIN 83-2660738

Form 990 501(c)(3)

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.

Financials

Total Revenue

$5,275,436

Total Expenses

$4,927,865

Net Assets

$-1,009,344

49 employees

From latest filing (tax period ending 2025-09-30)

Financial Health

Operating Reserve

2.5 months deficit Deficit

Net assets / monthly expenses

Year-over-Year Change

Revenue ↑ 49.2%

Expenses ↑ 14.7%

Revenue Sources

Contributions 12.5% Earned revenue 87.2%

Expense Breakdown

Program 91.7% Management 8.3%

Officers & Key Employees (15)

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Grants Received (5)

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Filing History (5 filings)

Year	Revenue	Expenses	Net Assets
2024 Form 990 Oct 1, 2024 to Sep 30, 2025	$5,275,436 ↑	$4,927,865	$-1,009,344
2023 Form 990 Oct 1, 2023 to Sep 30, 2024	$3,534,887 ↑	$4,294,625	$-1,235,323
2022 Form 990 Oct 1, 2022 to Sep 30, 2023	$2,861,620 ↑	$3,642,253	$-582,131
2021 Form 990 Jul 1, 2021 to Jun 30, 2022	$1,329,397 ↑	$1,503,237	$-80,836
2020 Form 990 Jul 1, 2020 to Jun 30, 2021	$1,046,409	$1,051,585	$93,004