Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, RETIREES AND THEIR DEPENDENTS.
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.
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, RETIREES AND THEIR DEPENDENTS.
Officer compensation and complete director data available with membership.
| 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.