Civic Intelligence

California Funeral Directors Association

EIN 94-1413481 • 501(c)6 • San Jose, CA

Profile

To provide information on the california funeral industry to members and promote understanding of the industry

333 W San Carlos Street Ste 600San Jose, CA 95110

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.06x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

56th percentile

5.5%

Higher net margin than 56% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

13th percentile

-18%

Faster asset growth than 13% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-15%

Faster revenue growth than 12% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$745,051

Down $160,107 (-18%) from 2024

Liabilities

Down

$34,766

Down $190,102 (-85%) from 2024

Net Assets

Up

$710,285

Up $29,995 (+4.4%) from 2024

Operations
Liabilities / Revenue55th percentileNet Margin56th percentile

Revenue

Down

$541,709

Down $97,570 (-15%) from 2024

Expenses

Down

$511,714

Down $109,504 (-18%) from 2024

Net Income

Up

$29,995

Up $11,934 (+66%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $508,511Liabilities 2012: $131,212Net Assets 2012: $377,2992012Assets 2013: $504,779Liabilities 2013: $135,757Net Assets 2013: $369,0222013Assets 2014: $450,522Liabilities 2014: $67,827Net Assets 2014: $382,6952014Assets 2015: $429,099Liabilities 2015: $159,368Net Assets 2015: $269,7312015Assets 2016: $694,141Liabilities 2016: $157,293Net Assets 2016: $536,8482016Assets 2017: $692,909Liabilities 2017: $150,556Net Assets 2017: $542,3532017Assets 2018: $668,092Liabilities 2018: $154,288Net Assets 2018: $513,8042018Assets 2019: $730,836Liabilities 2019: $189,907Net Assets 2019: $540,9292019Assets 2020: $656,107Liabilities 2020: $126,032Net Assets 2020: $530,0752020Assets 2021: $702,232Liabilities 2021: $106,893Net Assets 2021: $595,3392021Assets 2022: $750,889Liabilities 2022: $143,176Net Assets 2022: $607,7132022Assets 2023: $768,029Liabilities 2023: $105,800Net Assets 2023: $662,2292023Assets 2024: $905,158Liabilities 2024: $224,868Net Assets 2024: $680,2902024Assets 2025: $745,051Liabilities 2025: $34,766Net Assets 2025: $710,2852025

Highlighted filing

2025

Assets$745,051
Liabilities$34,766
Net Assets$710,285
Open 2025 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $422,521Expenses 2012: $439,364Net Income 2012: -$16,8432012Revenue 2013: $440,517Expenses 2013: $448,794Net Income 2013: -$8,2772013Revenue 2014: $467,929Expenses 2014: $454,256Net Income 2014: $13,6732014Revenue 2015: $398,232Expenses 2015: $511,196Net Income 2015: -$112,9642015Revenue 2016: $740,620Expenses 2016: $473,503Net Income 2016: $267,1172016Revenue 2017: $521,624Expenses 2017: $516,119Net Income 2017: $5,5052017Revenue 2018: $527,212Expenses 2018: $555,761Net Income 2018: -$28,5492018Revenue 2019: $519,600Expenses 2019: $492,475Net Income 2019: $27,1252019Revenue 2020: $347,854Expenses 2020: $358,708Net Income 2020: -$10,8542020Revenue 2021: $381,992Expenses 2021: $316,728Net Income 2021: $65,2642021Revenue 2022: $479,529Expenses 2022: $467,155Net Income 2022: $12,3742022Revenue 2023: $588,075Expenses 2023: $533,559Net Income 2023: $54,5162023Revenue 2024: $639,279Expenses 2024: $621,218Net Income 2024: $18,0612024Revenue 2025: $541,709Expenses 2025: $511,714Net Income 2025: $29,9952025

Highlighted filing

2025

Revenue$541,709
Expenses$511,714
Net Income$29,995
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$745,051
Liabilities
$34,766
Net assets
$710,285
Revenue
$541,709
Expenses
$511,714
Net income
$29,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.45$0.35$7.10$5.42$5.12$0.30
2024Detailed filing. Detailed filing data is available for this year.$9.05$2.25$6.80$6.39$6.21$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.68$1.06$6.62$5.88$5.34$0.55
2022Detailed filing. Detailed filing data is available for this year.$7.51$1.43$6.08$4.80$4.67$0.12
2021Detailed filing. Detailed filing data is available for this year.$7.02$1.07$5.95$3.82$3.17$0.65
2020Detailed filing. Detailed filing data is available for this year.$6.56$1.26$5.30$3.48$3.59$0.11
2019Detailed filing. Detailed filing data is available for this year.$7.31$1.90$5.41$5.20$4.92$0.27
2018Detailed filing. Detailed filing data is available for this year.$6.68$1.54$5.14$5.27$5.56$0.29
2017Detailed filing. Detailed filing data is available for this year.$6.93$1.51$5.42$5.22$5.16$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.94$1.57$5.37$7.41$4.74$2.67
2015Detailed filing. Detailed filing data is available for this year.$4.29$1.59$2.70$3.98$5.11$1.13
2014Summary only. Only limited summary data is available for this year.$4.51$0.68$3.83$4.68$4.54$0.14
2013Summary only. Only limited summary data is available for this year.$5.05$1.36$3.69$4.41$4.49$0.08
2012Summary only. Only limited summary data is available for this year.$5.09$1.31$3.77$4.23$4.39$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$581,552
Mission and Program Overview

Mission

To provide information on the california funeral industry to members and promote understanding of the industry

The purpose of cfda is to advocate and provide continuous professional development and enhance the economic viability of member funeral service practitioners in order to provide services as desired by consumers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$538,511$521,341▼ $17,170
Cash and Non-Interest-Bearing Accounts$296,694$90,514▼ $206,180
Savings and Temporary Cash Investments$8,036$89,831▲ $81,795
Prepaid Expenses and Deferred Charges$61,532$41,665▼ $19,867
Accounts Receivable$385$1,700▲ $1,315
Total Assets$905,158$745,051▼ $160,107
Liabilities
Accounts Payable and Accrued Expenses$131,921$17,504▼ $114,417
Other Liabilities$17,059$10,720▼ $6,339
Deferred Revenue$75,888$6,542▼ $69,346
Total Liabilities$224,868$34,766▼ $190,102
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$680,290$710,285▲ $29,995
Total Net Assets Fund Balance$680,290$710,285▲ $29,995
Total Liabilities and Net Assets / Fund Balance$905,158$745,051▼ $160,107
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jenna MoerkPresident
Matthew PeraltaExecutive Di
Sean DouglassImm. Past Pr
Rich MccownSecretary
Jim LamarTreasurer
Steve CrowfordVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Forward Mgmt LLCManagement333 W SAN CARLOS STREET, San Jose, CA 95110$131,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$328,656
Investment Income
$64,800
Other Revenue
$148,253
Change in Net Assets
$29,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$511,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$207,898--$207,898
Fees for Services Management$180,100--$180,100
Fees for Services Lobbying$58,154--$58,154
Fees for Services Other$8,925--$8,925
All Other Expenses$5,920--$5,920
Other Expenses$3,380--$3,380
Insurance$1,439--$1,439
Fees for Services Accounting$581--$581
Office Expenses$348--$348
Total Functional Expenses$511,714$0$0$511,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$15,120
Total Nondeductible Lobbying and Political Cost$15,120
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$9,691
Sales Tax Payable$1,029
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Cfda contracts with a management company to collect revenue, arrange events, and distribute information.”

Form 990, Page 6, Part VI, Line 11B

“Return is prepared by independent accounting firm. The board reviews a draft of the federal form 990 and related state filings and approves for submission.”

Form 990, Page 6, Part VI, Line 12C

“Annually, board acknowledges policies and procedures”

Form 990, Page 6, Part VI, Line 15A

“The board annually review and approves compensation.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon reqauest”

Filing and Contact Details

Filer

Filer Name
California Funeral Directors Assoc
EIN
94-1413481
Phone
5628573224
Address
333 W SAN CARLOS STREET STE 600, SAN JOSE, CA 95110

Signing Officer

Name
Matthew Peralta
Title
Executive Director
Phone
5628573224
Signed
2025-11-17

Organization Details

Principal Officer
Matthew Peralta
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
CPA Corporation
Address
1420 ROCKY RIDGE DR STE 130, ROSEVILLE, CA 95661-2834
Preparer
Michael a Giotto
Phone
9167828500
Raw XML Appendix335 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReconcilationRevenueExpnssAmt029995
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt089831
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0161427
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt015120
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt015120
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0SCHEDULE C, PART III-A: LOBBYING ACTIVITIES WITH A VIEW TOWARD INFLUENCING LEGISLATION OR PROPOSED LEGISLATION AFFECTION THE FUNERAL INDUSTRY AND OF DIRECT INTEREST TO THE ORGANIZATION AND ITS MEMBERS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART IV
IRS990ScheduleC/TaxableAmt0-1023
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09691
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
IRS990ScheduleD/TotalLiabilityAmt010720
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CFDA CONTRACTS WITH A MANAGEMENT COMPANY TO COLLECT REVENUE, ARRANGE EVENTS, AND DISTRIBUTE INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN IS PREPARED BY INDEPENDENT ACCOUNTING FIRM. THE BOARD REVIEWS A DRAFT OF THE FEDERAL FORM 990 AND RELATED STATE FILINGS AND APPROVES FOR SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, BOARD ACKNOWLEDGES POLICIES AND PROCEDURES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD ANNUALLY REVIEW AND APPROVES COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AVAILABLE UPON REQAUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0905158
IRS990/TotalAssetsEOYAmt0745051
IRS990/TotalAssetsGrp/BOYAmt0905158
IRS990/TotalAssetsGrp/EOYAmt0745051
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0511714
IRS990/TotalFunctionalExpensesGrp/TotalAmt0511714
IRS990/TotalGrossUBIAmt028912
IRS990/TotalLiabilitiesBOYAmt0224868
IRS990/TotalLiabilitiesEOYAmt034766
IRS990/TotalLiabilitiesGrp/BOYAmt0224868
IRS990/TotalLiabilitiesGrp/EOYAmt034766
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0680290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0710285
IRS990/TotalProgramServiceRevenueAmt0328656
IRS990/TotalRevenueGrp/ExclusionAmt043791
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0469006
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0541709
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt028912
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0905158
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0745051
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt0333 W SAN CARLOS ST STE 600
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095110
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0WWW.CAFDA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW PERALTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05628573224
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA FUNERAL DIRECTORS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0941413481
ReturnHeader/Filer/PhoneNum05628573224
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W SAN CARLOS STREET STE 600
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200579279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01420 ROCKY RIDGE DR STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956612834
ReturnHeader/PreparerPersonGrp/PhoneNum09167828500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A GIOTTO
ReturnHeader/ReturnTs02025-11-17T19:34:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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