ST JOSEPH FINANCIAL SERVICES
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Cite this
Plain text ST JOSEPH FINANCIAL SERVICES. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/st-joseph-financial-services-832660738. Retrieved 2026-11-04.
APA furp.org. (n.d.). ST JOSEPH FINANCIAL SERVICES [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 4, 2026, from https://furp.org/org/st-joseph-financial-services-832660738
MLA “ST JOSEPH FINANCIAL SERVICES.” furp.org, tax years 2020–2024, https://furp.org/org/st-joseph-financial-services-832660738. Accessed 4 Nov. 2026.
Retrieved 2026-11-04; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $5.3M · expenses $4.9M · assets $481K
- EIN
- 83-2660738
- Address
- 1400 EAST ANGELA BOULEVARD, SOUTH BEND, IN 46617-1364
- NTEE code
- -
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (association)
- Ruling date
- March 1946 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes, according to the Business Master File
- Foundation status
- Supporting organization, type i
- Cross-check
- ProPublica Nonprofit Explorer
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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Jonathan Boulos | President | 2020-2024 | $206,110 | $789,965 | 1 |
| Geoffrey Turbiak | 2022-2024 | $170,372 | $416,927 | 1 | |
| Brittany Carr | 2022-2024 | $155,168 | $367,249 | 1 | |
| Brenda Cannella | Treasurer | 2023-2024 | $226,584 | $226,584 | 1 |
| Eric Koegler | 2024 | $153,103 | $153,103 | 1 | |
| John Sablan | 2024 | $123,175 | $123,175 | 1 | |
| Jacquelyn Natali | 2024 | $115,828 | $115,828 | 1 | |
| Robley Evans (former) | 2021-2023 | $142,917 | $395,403 | 1 | |
| Douglas Erla (former) | 2023 | $127,838 | $127,838 | 1 |
Officers and directors, no compensation reported
11 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Brendan Mcguire | Co-Chairman | 2020-2024 | 0 | $0 reported | 1 |
| Patrick Dupuis | Co-Chairman | 2020-2024 | 0 | $0 reported | 1 |
| Stephen Milligan | Director | 2022-2024 | 0 | $0 reported | 1 |
| Veronica Alonza | Director | 2023-2024 | 0 | $0 reported | 1 |
| Kathleen Ryan | Director | 2022-2024 | 0 | $0 reported | 1 |
| Nicholas Moore | Director | 2020-2024 | 0 | $0 reported | 1 |
| Leticia Oseguera | Director | 2023-2024 | 0 | $0 reported | 1 |
| Dan Warmenhoven | Director | 2024 | 0 | $0 reported | 1 |
| Ron Hallagan (former) | Sec/Treasurer | 2020-2022 | 0 | $0 reported | 1 |
| Nicholan Moore (former) | Director | 2022 | 0 | $0 reported | 1 |
| Brian Lillie (former) | Director | 2020 | 0 | $0 reported | 1 |
People by year
2024 · 15 people listed · 7 paid, $1.2M · 49 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRENDA CANNELLA | Treasurer | 40 | $200,000 | $0 | $26,584 | $226,584 | 1 |
| JONATHAN BOULOS | President | 40 | $174,669 | $0 | $31,441 | $206,110 | 1 |
| GEOFFREY TURBIAK | 40 | $142,300 | $0 | $28,072 | $170,372 | 1 | |
| BRITTANY CARR | 40 | $146,149 | $0 | $9,019 | $155,168 | 1 | |
| ERIC KOEGLER | 40 | $125,091 | $0 | $28,012 | $153,103 | 1 | |
| JOHN SABLAN | 40 | $108,846 | $0 | $14,329 | $123,175 | 1 | |
| JACQUELYN NATALI | 40 | $102,583 | $0 | $13,245 | $115,828 | 1 | |
| BRENDAN MCGUIRE | Co-Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| PATRICK DUPUIS | Co-Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN MILLIGAN | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| VERONICA ALONZA | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN RYAN | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| NICHOLAS MOORE | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| LETICIA OSEGUERA | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| DAN WARMENHOVEN | Director | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 13 people listed · 5 paid, $672K · 15 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JONATHAN BOULOS | President | 40 | $165,477 | $0 | $0 | $165,477 | 1 |
| ROBLEY EVANS | 40 | $142,917 | $0 | $0 | $142,917 | 1 | |
| GEOFFREY TURBIAK | 40 | $128,531 | $0 | $0 | $128,531 | 1 | |
| DOUGLAS ERLA | 40 | $127,838 | $0 | $0 | $127,838 | 1 | |
| BRITTANY CARR | 40 | $107,026 | $0 | $0 | $107,026 | 1 | |
| BRENDAN MCGUIRE | Co-Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| PATRICK DUPUIS | Co-Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| BRENDA CANNELLA | Treasurer | 40 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN MILLIGAN | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| VERONICA ALONZA | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN RYAN | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| NICHOLAS MOORE | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| LETICIA OSEGUERA | Director | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 9 people listed · 4 paid, $533K · 15 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JONATHAN BOULOS | CEO | 40 | $168,478 | $0 | $0 | $168,478 | 1 |
| ROBLEY EVANS | COO | 40 | $140,997 | $0 | $0 | $140,997 | 1 |
| GEOFFREY TURBIAK | 40 | $118,024 | $0 | $0 | $118,024 | 1 | |
| BRITTANY CARR | 40 | $105,055 | $0 | $0 | $105,055 | 1 | |
| BRENDAN MCGUIRE | President | 0 | $0 | $0 | $0 | $0 | 1 |
| RON HALLAGAN | Sec/Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN MILLIGAN | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN RYAN | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| NICHOLAN MOORE | Director | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 4 people listed · 2 paid, $241K · 15 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JONATHAN BOULOS | CEO | 40 | $129,900 | $0 | $0 | $129,900 | 1 |
| ROBLEY EVANS | COO | 40 | $111,489 | $0 | $0 | $111,489 | 1 |
| BRENDAN MCGUIRE | President | 0 | $0 | $0 | $0 | $0 | 1 |
| RON HALLAGAN | Sec/Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 6 people listed · 1 paid, $120K · 6 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JONATHAN BOULOS | CEO | 40 | $120,000 | $0 | $0 | $120,000 | 1 |
| BRENDAN MCGUIRE | Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| RON HALLAGAN | Sec/Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
| BRIAN LILLIE | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| PATRICK DUPUIS | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| NICHOLAS MOORE | Director | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $5,275,436 | $4,927,865 | $480,546 | -$1,009,344 | $661,372 | $4,600,654 | $374,669 | 49 | - |
| 2023 · Form 990 | ||||||||
| $3,534,887 | $4,294,625 | $154,007 | -$1,235,323 | $355,000 | $3,163,689 | $165,477 | 15 | - |
| 2022 · Form 990 | ||||||||
| $2,861,620 | $3,642,253 | $545,623 | -$582,131 | $461,000 | $2,355,072 | $309,475 | 15 | - |
| 2021 · Form 990 | ||||||||
| $1,329,397 | $1,503,237 | $47,606 | -$80,836 | $150,000 | $1,179,290 | $241,389 | 15 | - |
| 2020 · Form 990 | ||||||||
| $1,046,409 | $1,051,585 | $120,190 | $93,004 | $245,000 | $683,500 | $120,000 | 6 | - |
Funders of this organization
5 grantors reported grants to this organization, $897,500 in all, tax years 2020 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY | DAF sponsor | Exact | 2020, 2023-2024 | 3 | $515,000 | 2024 | $250,000 | show |
| AMERICAN ENDOWMENT FOUNDATION | DAF sponsor | Exact | 2021-2022 | 2 | $200,000 | 2022 | $100,000 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2020, 2024 | 2 | $155,000 | 2024 | $150,000 | show |
| HEALEY FAMILY FOUNDATION | Private foundation | Fuzzy filed as “ST JOSEPH FINANCIAL SERVICES” | 2022-2023 | 2 | $20,000 | 2023 | $10,000 | show |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | DAF sponsor | Exact | 2021 | 1 | $7,500 | 2021 | $7,500 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| NACDC FINANCIAL SERVICES INC | MT | S20 | $7,106,482 | $3,705,277 | Executive Director | $193,116 | Similar name, revenue within 2x |
| ST JOSEPH SERVICES INC | MO | Not reported | $779,555 | $1,086,973 | DIRECTOR | $0 | Similar name, revenue within 10x |
| EXODUS FINANCIAL SERVICES | MN | P20 | $870,867 | $1,255,938 | EXECUTIVE DIRECTOR | $127,789 | Similar name, revenue within 10x |
| FINANCIAL SERVICES FORUM | DC | S41 | $27,400,000 | $28,888,019 | PRESIDENT & CEO | $2,419,874 | Similar name, revenue within 10x |
| SOL FINANCIAL SERVICES | TX | P51 | $58,000 | $56,240 | PRESIDENT | $13,690 | Similar name, revenue differs more than 10x |
| TERI FINANCIAL SERVICES INC | MA | Not reported | $90,064 | $286,897 | President | $450,216 | Similar name, revenue differs more than 10x |
| FINANCIAL HELP SERVICES INC | AR | Not reported | $85,477 | $96,904 | EXECUTIVE DIRECTOR | $24,300 | Similar name, revenue differs more than 10x |
| KTB FINANCIAL SERVICES INC | IL | P50 | $166,871 | $183,237 | EXECUTIVE DIRECTOR | $52,499 | Similar name, revenue differs more than 10x |
| MODERN FINANCIAL SERVICES | AL | Not reported | $15,822 | $20,934 | BOARD MEMBER | $0 | Similar name, revenue differs more than 10x |
| FINANCIAL PAYEE SERVICES INC | IL | Not reported | $3,500 | $3,173 | Executive Direc | $1,650 | Similar name, revenue differs more than 10x |
| JUBILEE FINANCIAL SERVICES INC | GA | Not reported | $8,243 | $6,640 | CHAIRMAN | $0 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 11 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $4,927,865 spent · pay $3,856,422 · grants $0 · events $1,243
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,728,836 | $2,728,836 | - | - | 55.4% | |
| Other (as described) | COMPUTER/SOFTWARE | $717,931 | $717,931 | - | - | 14.6% |
| Pay: officers, directors, trustees, key employees | $374,669 | $374,669 | - | - | 7.6% | |
| Other employee benefits | $351,281 | $291,563 | $59,718 | - | 7.1% | |
| Payroll taxes | $241,866 | $200,749 | $41,117 | - | 4.9% | |
| Pension plan contributions | $159,770 | $132,609 | $27,161 | - | 3.2% | |
| Other (as described) | CONTRACT SERVICES | $70,409 | $70,409 | - | - | 1.4% |
| Travel | $48,611 | - | $48,611 | - | 1.0% | |
| Fees: other services | $48,168 | - | $48,168 | - | 1.0% | |
| Other (as described) | EMPLOYEE DEVELOPMENT | $42,392 | - | $42,392 | - | 0.9% |
| Interest | $31,632 | - | $31,632 | - | 0.6% | |
| Advertising and promotion | $28,343 | - | $28,343 | - | 0.6% | |
| Occupancy | $26,491 | - | $26,491 | - | 0.5% | |
| Insurance | $20,379 | - | $20,379 | - | 0.4% | |
| Office expenses | $13,031 | - | $13,031 | - | 0.3% | |
| Other (as described) | MEALS | $12,722 | - | $12,722 | - | 0.3% |
| All other expenses | $10,091 | - | $10,091 | - | 0.2% | |
| Conferences, conventions and meetings | $1,243 | $1,243 | - | - | 0.0% | |
| Total | $4,927,865 | 100% |
2023 · Form 990 · $4,294,625 spent · pay $3,033,914 · grants $0 · events $10,289
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,244,601 | $2,244,601 | - | - | 52.3% | |
| Other (as described) | COMPUTER/SOFTWARE | $566,535 | $566,535 | - | - | 13.2% |
| Other (as described) | CONTRACT SERVICES | $420,741 | $420,741 | - | - | 9.8% |
| Other employee benefits | $335,330 | $278,324 | $57,006 | - | 7.8% | |
| Pay: officers, directors, trustees, key employees | $165,477 | $165,477 | - | - | 3.9% | |
| Payroll taxes | $157,710 | $130,899 | $26,811 | - | 3.7% | |
| Pension plan contributions | $130,796 | $108,561 | $22,235 | - | 3.0% | |
| Fees: other services | $74,574 | - | $74,574 | - | 1.7% | |
| Travel | $51,268 | - | $51,268 | - | 1.2% | |
| Insurance | $32,861 | - | $32,861 | - | 0.8% | |
| Advertising and promotion | $29,631 | - | $29,631 | - | 0.7% | |
| Interest | $23,292 | - | $23,292 | - | 0.5% | |
| Occupancy | $18,519 | - | $18,519 | - | 0.4% | |
| Office expenses | $13,927 | - | $13,927 | - | 0.3% | |
| Other (as described) | EMPLOYEE DEVELOPMENT | $10,654 | - | $10,654 | - | 0.2% |
| Conferences, conventions and meetings | $10,289 | $10,289 | - | - | 0.2% | |
| Other (as described) | MEALS | $5,334 | - | $5,334 | - | 0.1% |
| All other expenses | $3,086 | - | $3,086 | - | 0.1% | |
| Total | $4,294,625 | 100% |
2022 · Form 990 · $3,642,253 spent · pay $1,931,067 · grants $0 · events $18,508
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,191,227 | $1,191,227 | - | - | 32.7% | |
| Other (as described) | CONTRACT SERVICES | $1,027,779 | $1,027,779 | - | - | 28.2% |
| Other (as described) | SOFTWARE | $374,143 | $374,143 | - | - | 10.3% |
| Pay: officers, directors, trustees, key employees | $309,475 | $309,475 | - | - | 8.5% | |
| Other employee benefits | $235,022 | $195,068 | $39,954 | - | 6.5% | |
| Payroll taxes | $110,302 | $91,551 | $18,751 | - | 3.0% | |
| Pension plan contributions | $85,041 | $70,584 | $14,457 | - | 2.3% | |
| Advertising and promotion | $74,692 | - | $74,692 | - | 2.1% | |
| Travel | $54,968 | - | $54,968 | - | 1.5% | |
| Office expenses | $42,830 | - | $42,830 | - | 1.2% | |
| Other (as described) | BAD DEBT/FRAUD | $33,700 | - | $33,700 | - | 0.9% |
| All other expenses | $25,275 | - | $25,275 | - | 0.7% | |
| Other (as described) | RENT | $23,255 | - | $23,255 | - | 0.6% |
| Conferences, conventions and meetings | $18,508 | $18,508 | - | - | 0.5% | |
| Fees: other services | $14,665 | - | $14,665 | - | 0.4% | |
| Fees: legal | $9,527 | - | $9,527 | - | 0.3% | |
| Insurance | $8,699 | - | $8,699 | - | 0.2% | |
| Fees: accounting | $2,115 | - | $2,115 | - | 0.1% | |
| Interest | $1,030 | - | $1,030 | - | 0.0% | |
| Total | $3,642,253 | 100% |
2021 · Form 990 · $1,503,237 spent · pay $896,476 · grants $0 · events $5,582
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $440,979 | $440,979 | - | - | 29.3% | |
| Other (as described) | CONTRACT SERVICES | $300,570 | $300,570 | - | - | 20.0% |
| Pay: officers, directors, trustees, key employees | $241,389 | $120,695 | $120,694 | - | 16.1% | |
| Other (as described) | SOFTWARE | $204,535 | $204,535 | - | - | 13.6% |
| Other employee benefits | $131,690 | $108,397 | $23,293 | - | 8.8% | |
| Advertising and promotion | $57,471 | - | $57,471 | - | 3.8% | |
| Payroll taxes | $48,503 | $39,924 | $8,579 | - | 3.2% | |
| Pension plan contributions | $33,915 | $27,916 | $5,999 | - | 2.3% | |
| Travel | $8,451 | - | $8,451 | - | 0.6% | |
| Office expenses | $7,399 | - | $7,399 | - | 0.5% | |
| Insurance | $5,737 | - | $5,737 | - | 0.4% | |
| Conferences, conventions and meetings | $5,582 | $5,582 | - | - | 0.4% | |
| All other expenses | $5,211 | - | $5,211 | - | 0.3% | |
| Other (as described) | MEALS | $4,499 | - | $4,499 | - | 0.3% |
| Other (as described) | RENT | $2,666 | - | $2,666 | - | 0.2% |
| Fees: accounting | $2,640 | - | $2,640 | - | 0.2% | |
| Fees: other services | $2,000 | - | $2,000 | - | 0.1% | |
| Total | $1,503,237 | 100% |
2020 · Form 990 · $1,051,585 spent · pay $601,070 · grants $0 · events $4,100
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $346,691 | $346,691 | - | - | 33.0% | |
| Other (as described) | CONTRACT SERVICES | $280,706 | $280,706 | - | - | 26.7% |
| Other (as described) | SOFTWARE | $134,844 | $134,844 | - | - | 12.8% |
| Pay: officers, directors, trustees, key employees | $120,000 | $120,000 | - | - | 11.4% | |
| Other employee benefits | $84,929 | - | $84,929 | - | 8.1% | |
| Payroll taxes | $29,048 | - | $29,048 | - | 2.8% | |
| Pension plan contributions | $20,402 | - | $20,402 | - | 1.9% | |
| Advertising and promotion | $8,443 | - | $8,443 | - | 0.8% | |
| Office expenses | $7,200 | - | $7,200 | - | 0.7% | |
| Insurance | $4,649 | - | $4,649 | - | 0.4% | |
| All other expenses | $4,152 | $225 | $3,927 | - | 0.4% | |
| Conferences, conventions and meetings | $4,100 | $4,100 | - | - | 0.4% | |
| Other (as described) | TRAINING EXPENSE | $3,630 | - | $3,630 | - | 0.3% |
| Other (as described) | GIFTS | $2,693 | - | $2,693 | - | 0.3% |
| Travel | $98 | - | $98 | - | 0.0% | |
| Total | $1,051,585 | 100% |
State business registration
- ST. JOSEPH FINANCIAL SERVICES IN, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | ST. JOSEPH FINANCIAL SERVICES | IN | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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