Totals
- Total revenue
- $5,275,436
- Total expenses
- $4,927,865
- Contributions and grants received
- $661,372
- Grants paid
- $0
- Program service revenue
- $4,600,654
- Investment income
- $1,797
- Other revenue
- $11,613
- Total assets, end of year
- $480,546
- Total liabilities, end of year
- $1,489,890
- Net assets or fund balances, end of year
- -$1,009,344
- Program services expenses (Part IX)
- $4,518,009
- Management and general expenses
- $409,856
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,518,009
Program services were 91.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$661,372
-
2a · Program service revenue: SERVICES
total $4,600,654 · related or exempt $4,600,654
-
3 · Investment income
total $1,797 · related or exempt $1,797
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $11,613 · related or exempt $11,613
-
11e · Other revenue, total
$11,613
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $374,669 · program services $374,669
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,728,836 · program services $2,728,836
-
8 · Pension plan contributions
total $159,770 · program services $132,609 · management and general $27,161
-
9 · Other employee benefits
total $351,281 · program services $291,563 · management and general $59,718
-
10 · Payroll taxes
total $241,866 · program services $200,749 · management and general $41,117
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $48,168 · management and general $48,168
-
12 · Advertising and promotion
total $28,343 · management and general $28,343
-
13 · Office expenses
total $13,031 · management and general $13,031
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $26,491 · management and general $26,491
-
17 · Travel
total $48,611 · management and general $48,611
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $1,243 · program services $1,243
-
20 · Interest
total $31,632 · management and general $31,632
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $20,379 · management and general $20,379
-
24a · Other expenses: COMPUTER/SOFTWARE
total $717,931 · program services $717,931
-
24b · Other expenses: CONTRACT SERVICES
total $70,409 · program services $70,409
-
24c · Other expenses: EMPLOYEE DEVELOPMENT
total $42,392 · management and general $42,392
-
24d · Other expenses: MEALS
total $12,722 · management and general $12,722
-
24e · All other expenses
total $10,091 · management and general $10,091
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $130,626 · end of year $234,938
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $22,636 · end of year $96,077
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $22,775
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $745 · end of year $126,756
-
17 · Accounts payable and accrued expenses
beginning of year $87,089 · end of year $58,841
-
22 · Loans and payables to officers and key people
beginning of year $205,000 · end of year $250,000
-
24 · Unsecured notes and loans payable
beginning of year $1,050,000 · end of year $1,000,000
-
25 · Other liabilities
beginning of year $47,241 · end of year $181,049
-
27 · Net assets without donor restrictions
beginning of year -$1,235,323 · end of year -$1,009,344
Mission and programs · 2024
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.
-
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
As filed on the 2024 return.
Listed in Part VII
-
Brenda CannellaBRENDA CANNELLA
Treasurer
- Total calculated
- $226,584
- From this org
- $200,000
- From related orgs
- $0
- Other
- $26,584
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,000
- Bonus
- $35,000
- Other
- not reported
- Deferred
- $6,000
- Nontaxable benefits
- $20,584
- Filer's total
- $226,584
-
Jonathan BoulosJONATHAN BOULOS
President
- Total calculated
- $206,110
- From this org
- $174,669
- From related orgs
- $0
- Other
- $31,441
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,919
- Bonus
- $8,750
- Other
- not reported
- Deferred
- $10,480
- Nontaxable benefits
- $20,961
- Filer's total
- $206,110
-
Geoffrey TurbiakGEOFFREY TURBIAK
- Total calculated
- $170,372
- From this org
- $142,300
- From related orgs
- $0
- Other
- $28,072
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,300
- Bonus
- not reported
- Other
- not reported
- Deferred
- $28,072
- Nontaxable benefits
- not reported
- Filer's total
- $170,372
-
Brittany CarrBRITTANY CARR
- Total calculated
- $155,168
- From this org
- $146,149
- From related orgs
- $0
- Other
- $9,019
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,149
- Bonus
- not reported
- Other
- not reported
- Deferred
- $9,019
- Nontaxable benefits
- not reported
- Filer's total
- $155,168
-
Eric KoeglerERIC KOEGLER
- Total calculated
- $153,103
- From this org
- $125,091
- From related orgs
- $0
- Other
- $28,012
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,091
- Bonus
- not reported
- Other
- not reported
- Deferred
- $28,012
- Nontaxable benefits
- not reported
- Filer's total
- $153,103
-
John SablanJOHN SABLAN
- Total calculated
- $123,175
- From this org
- $108,846
- From related orgs
- $0
- Other
- $14,329
- Hours/week
- 40
-
Jacquelyn NataliJACQUELYN NATALI
- Total calculated
- $115,828
- From this org
- $102,583
- From related orgs
- $0
- Other
- $13,245
- Hours/week
- 40
-
Brendan McGuireBRENDAN MCGUIRE
Co-Chairman
- Total calculated
- $0
- Hours/week
- 0
-
Patrick DupuisPATRICK DUPUIS
Co-Chairman
- Total calculated
- $0
- Hours/week
- 0
-
Stephen MilliganSTEPHEN MILLIGAN
Director
- Total calculated
- $0
- Hours/week
- 0
-
Veronica AlonzaVERONICA ALONZA
Director
- Total calculated
- $0
- Hours/week
- 0
-
Kathleen RyanKATHLEEN RYAN
Director
- Total calculated
- $0
- Hours/week
- 0
-
Nicholas MooreNICHOLAS MOORE
Director
- Total calculated
- $0
- Hours/week
- 0
-
Leticia OsegueraLETICIA OSEGUERA
Director
- Total calculated
- $0
- Hours/week
- 0
-
Dan WarmenhovenDAN WARMENHOVEN
Director
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 29 January 2026
- IRS schema version
- 2024v5.2
- Source object
- 202610419349301851
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