Public Charity

California's Valued Trust

California's Valued Trust is a Public Charity headquartered in Fresno, CA. Financial data from the 2025 filing: $917.1M revenue, $961.4M expenses, $196.7M total assets.

EIN: 776009955 Fresno, CA Latest filing: 2025
Total Revenue$917.1M
Total Expenses$961.4M
Total Assets$196.7M
Grant Records0
Filing Years2021–2025

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, RETIREES AND THEIR DEPENDENTS.

Officers & Directors

TRUSTEE Anthony Parreira
SR SYSTEMS SECURITY ANALYST Brett Cargle
IT MANAGER Brook Paulsen
TRUSTEE, FORMER Chad Wood
BUSINESS ANALYST Chad Woskoski
TRUSTEE Daryl Hemenway

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $917.1M $961.4M $196.7M
2024 $846.8M $898.2M $236.1M
2023 $807.6M $817.3M $254.8M
2022 $775.6M $753.5M $240.2M
2021 $831.9M $825.1M $240.0M

Between 2021 and 2025, reported annual revenue grew from $831.9M to $917.1M (+10%), with total assets most recently reported at $196.7M.

Interactive year-over-year charts and full filing details available with membership.

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