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EIN 77-6009955

California's Valued Trust

IRS 501(c) type
501(c)(9)
Num. employees
44
City
Fresno
State
California
Year formed
1984
Most recent tax filings
2023-09-01
NTEE code, primary
Y20: Insurance Providers, Services
Description
The California's Valued Trust is a trust that provides health and welfare benefits for eligible employees, retirees, and their dependents. It is located in Fresno, CA.
Total revenues
$807,561,352
2023
Total expenses
$817,257,825
2023
Total assets
$254,768,905
2023
Num. employees
44
2023

Program areas at California's Valued Trust

To provide health and welfare benefits for eligible employees, retirees and their dependents.

Personnel at California's Valued Trust

NameTitleCompensation
Valerie CornuelleExecutive Director$263,189
Tierney O'BrienDirector of Marketing and Business Development$136,644
Jeff CorneliusDirector of Strategic Initiatives$144,925
Brook PaulsenIt Manager$129,472
Brett CargleSenior Systems Security Analyst$121,024
...and 2 more key personnel

Financials for California's Valued Trust

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Program services$801,283,632
Investment income and dividends$7,659,451
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-2,034,811
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$653,080
Total revenues$807,561,352

Form 990s for California's Valued Trust

Fiscal year endingDate received by IRSFormPDF link
2023-092024-02-16990View PDF
2022-092023-02-28990View PDF
2021-092022-03-08990View PDF
2020-092021-03-04990View PDF
2019-092021-06-07990View PDF
...and 10 more Form 990s
Data update history
June 5, 2024
Posted financials
Added Form 990 for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 18, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 15, 2023
Updated personnel
Identified 2 new personnel
June 12, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Fraternal societiesMutual assistance organizationsInsurance companies
Issues
No issues found
Characteristics
State / local level
General information
Address
520 E Herndon Ave
Fresno, CA 93720
Metro area
Fresno, CA
County
Fresno County, CA
Website URL
cvtrust.org/ 
Phone
(559) 437-2960
IRS details
EIN
77-6009955
Fiscal year end
September
Taxreturn type
Form 990
Year formed
1984
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y20: Insurance Providers, Services
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
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