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ST JOSEPH FINANCIAL SERVICES

EIN 83-2660738 SOUTH BEND, IN

Revenue 2024
$5,275,436
Expenses 2024
$4,927,865

Program services were 91.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1700
Street
1400 EAST ANGELA BOULEVARD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of UNITED STATES CATHOLIC CONFERENCE (EIN 53-0196617). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Brenda 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 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 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 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 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 Sablan

    Total calculated
    $123,175
    From this org
    $108,846
    From related orgs
    $0
    Other
    $14,329
    Hours/week
    40

  • Jacquelyn Natali

    Total calculated
    $115,828
    From this org
    $102,583
    From related orgs
    $0
    Other
    $13,245
    Hours/week
    40

  • Brendan McGuire

    Co-Chairman

    Total calculated
    $0
    Hours/week
    0

  • Patrick Dupuis

    Co-Chairman

    Total calculated
    $0
    Hours/week
    0

  • Stephen Milligan

    Director

    Total calculated
    $0
    Hours/week
    0

  • Veronica Alonza

    Director

    Total calculated
    $0
    Hours/week
    0

  • Kathleen Ryan

    Director

    Total calculated
    $0
    Hours/week
    0

  • Nicholas Moore

    Director

    Total calculated
    $0
    Hours/week
    0

  • Leticia Oseguera

    Director

    Total calculated
    $0
    Hours/week
    0

  • Dan 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $5,275,436
    Expenses
    $4,927,865
    Contributions
    $661,372
    Grants paid
    $0
  • 2022
    Revenue
    $2,861,620
    Expenses
    $3,642,253
    Contributions
    $461,000
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $1,329,397
    Expenses
    $1,503,237
    Assets (EOY)
    $47,606

  • 2020 · 990

    Revenue
    $1,046,409
    Expenses
    $1,051,585
    Assets (EOY)
    $120,190

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.