EIN 77-6009955

California's Valued Trust

IRS 501(c) type
501(c)(9)
Num. employees
41
City
Year formed
1984
Most recent tax filings
2022-09-01
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
$775,584,606
2022
Total expenses
$753,539,698
2022
Total assets
$240,185,223
2022
Num. employees
41
2022

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$250,817
Tierney O'BrienDirector of Marketing and Business Development$128,790
Jeff CorneliusDirector of Strategic Initiatives$136,382
Brook PaulsenIt Manager$122,153
Eric FiedlerAccount Manager$115,671
...and 3 more key personnel

Financials for California's Valued Trust

RevenuesFYE 09/2022
Total grants, contributions, etc.$0
Program services$767,154,321
Investment income and dividends$6,930,389
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$919,769
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$580,127
Total revenues$775,584,606

Form 990s for California's Valued Trust

Fiscal year endingDate received by IRSFormPDF link
2022-092023-02-28990View PDF
2020-092021-03-04990View PDF
2019-092021-06-07990View PDF
2018-092019-06-19990View PDF
2018-092019-05-14990View PDF
...and 8 more Form 990s
Data update history
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
May 19, 2023
Updated personnel
Identified 2 new personnel
May 11, 2023
Used new vendors
Identified 3 new vendors, including , , and
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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