Nonprofit · EIN 77-6009955
CALIFORNIAS VALUED TRUST
Tax-exempt · FRESNO, CA 93720
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $917,130,736 | $961,368,515 | -$44,237,779 | $196,659,654 | $113,059,122 | $83,600,532 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $904,763,531
- Investment income
- $11,851,569
- Net gain from sales of assets
- $6,471,688
- Other revenue
- $515,636
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $916,109,520
- Compensation of officers, directors and key employees
- $573,320
- Other salaries and wages
- $4,099,366
- Salaries, compensation and benefits (total)
- $7,059,344
- Professional fundraising fees
- $0
- Legal fees
- $264,000
- Accounting fees
- $171,890
- Occupancy
- $144,664
- Travel
- $191,406
Balance sheet and other
- Total assets, start of year
- $236,142,276
- Total assets, end of year
- $196,659,654
- Total liabilities, end of year
- $113,059,122
- Net assets, end of year
- $83,600,532
- Land, buildings and equipment
- $2,077,535
- Publicly traded securities
- $149,405,504
- Gross receipts
- $1,056,990,174
- Employees
- 40
- Volunteers
- 0
- Year formed
- 1984
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VALERIE CORNUELLE | EXECUTIVE DIRECTOR Officer | 40 | $288,959 | $44,284 |
| ROBERT POWERS | DIR. OF FINANCIAL SERVICES Officer | 40 | $200,844 | $37,675 |
| JEFF CORNELIUS | DIR. OF STRATEGIC INITIATIVES Highest-paid employee | 40 | $164,875 | $34,978 |
| TIERNEY O'BRIEN | DIR. OF MARKETING & BUS DEV Highest-paid employee | 40 | $158,173 | $34,475 |
| BROOK PAULSEN | IT MANAGER Highest-paid employee | 40 | $149,175 | $33,800 |
| BRETT CARGLE | SR SYSTEMS SECURITY ANALYST Highest-paid employee | 40 | $133,008 | $32,588 |
| CHAD WOSKOSKI | BUSINESS ANALYST Highest-paid employee | 40 | $133,008 | $32,588 |
| CHAD WOOD | TRUSTEE, FORMER Trustee or director | 4 | $187 | $0 |
| JENNIFER PASSAGLIA | TRUSTEE Trustee or director | 4 | $187 | $0 |
| ELAINE CASH | TRUSTEE Trustee or director | 4 | $187 | $0 |
| NANCY SMITH | TRUSTEE Trustee or director | 4 | $187 | $0 |
| DEBRA COLE | TRUSTEE Trustee or director | 4 | $187 | $0 |
| ANTHONY PARREIRA | TRUSTEE Trustee or director | 4 | $187 | $0 |
| KEITH PACE | TRUSTEE Trustee or director | 4 | $187 | $0 |
| MARNI HARMON | TRUSTEE, FORMER Trustee or director | 4 | $140 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN PESTORICH | TRUSTEE, FORMER Trustee or director | 4 | $109 |
| DARYL HEMENWAY | TRUSTEE Trustee or director | 4 | $0 |
| KEN JOHNSON | TRUSTEE Trustee or director | 4 | $0 |
| HALIMAH MEKKI | TRUSTEE Trustee or director | 4 | $0 |
| JOE AIELLO | TRUSTEE Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 520 E HERNDON AVE, FRESNO, CA 93720-2907
- In care of
- % ROBERT POWERS
- Principal officer (990 for 2024)
- Valerie Cornuelle, 520 E Herndon Ave, Fresno, CA 93720
- Signed the 990
- VALERIE CORNUELLE, executive director
- Phone
- (559) 437-2960
- Return prepared by
- MILLER KAPLAN ARASE LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, RETIREES AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, RETIREES AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 77-6009955
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $196,659,654
- Income (IRS master file)
- $1,056,990,174
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | – | – | – | IRS |
| 990 | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $807,561,352 | $817,257,825 | $254,768,905 | IRS |
| 990 | September 2022 | $775,584,606 | $753,539,698 | $240,185,223 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CALIFORNIAS VALUED TRUST
- What is the EIN of CALIFORNIAS VALUED TRUST?
- The employer identification number (EIN) of CALIFORNIAS VALUED TRUST is 77-6009955.
- Is CALIFORNIAS VALUED TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to CALIFORNIAS VALUED TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIAS VALUED TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIAS VALUED TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIAS VALUED TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CALIFORNIAS VALUED TRUST?
- The 990 for the year ended September 30, 2025 names Valerie Cornuelle.
- Who are the officers and directors of CALIFORNIAS VALUED TRUST?
- The 990 for the year ended September 30, 2025 lists 20 people; 16 received compensation from the organization, the highest $288,959 (VALERIE CORNUELLE, EXECUTIVE DIRECTOR).
- How much revenue does CALIFORNIAS VALUED TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $917,130,736, expenses of $961,368,515 and total assets of $196,659,654 at year end.
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