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CALIFORNIAS VALUED TRUST

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Public IRS 990 nonprofit record

CALIFORNIAS VALUED TRUST

EIN 77-6009955 · Mutual & Membership Benefit (Y)

What they do

to PROVIDE HEALTH and WELFARE BENEFITS for ELIGIBLE EMPLOYEES, RETIREES and THEIR DEPENDENTS.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$104.82spent for every $100 of revenueSpending was higher than revenue this year.
$0.20in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $44,237,779 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $333,243 for VALERIE CORNUELLE (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$917,130,736
Expenses$961,368,515
Annual shortfall $44,237,779 Expenses were higher than revenue for this filing year.
See all reported dollar amounts
Revenue$917,130,736
Expenses$961,368,515
Assets$196,659,654
Income$1,056,990,174
Stocks and bonds$149,405,504
Accounting fees$171,890
Investing fees$187,775
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
VALERIE CORNUELLEEXECUTIVE DIRECTOR · 40 hrs/week $333,243Base $288,959 · Other $44,284
ROBERT POWERSDIR. OF FINANCIAL SERVICES · 40 hrs/week $238,519Base $200,844 · Other $37,675
JEFF CORNELIUSDIR. OF STRATEGIC INITIATIVES · 40 hrs/week $199,853Base $164,875 · Other $34,978
TIERNEY OBRIENDIR. OF MARKETING & BUS DEV · 40 hrs/week $192,648Base $158,173 · Other $34,475
BROOK PAULSENIT MANAGER · 40 hrs/week $182,975Base $149,175 · Other $33,800
BRETT CARGLESR SYSTEMS SECURITY ANALYST · 40 hrs/week $165,596Base $133,008 · Other $32,588
CHAD WOSKOSKIBUSINESS ANALYST · 40 hrs/week $165,596Base $133,008 · Other $32,588
DEBRA COLETRUSTEE · 4 hrs/week $187
ELAINE CASHTRUSTEE · 4 hrs/week $187
JENNIFER PASSAGLIATRUSTEE · 4 hrs/week $187
KEITH PACETRUSTEE · 4 hrs/week $187
NANCY SMITHTRUSTEE · 4 hrs/week $187

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

VALERIE CORNUELLEEXECUTIVE DIRECTOR

ROBERT POWERSDIR. OF FINANCIAL SERVICES

JEFF CORNELIUSDIR. OF STRATEGIC INITIATIVES

TIERNEY OBRIENDIR. OF MARKETING & BUS DEV

BROOK PAULSENIT MANAGER

BRETT CARGLESR SYSTEMS SECURITY ANALYST

CHAD WOSKOSKIBUSINESS ANALYST

DEBRA COLETRUSTEE

ELAINE CASHTRUSTEE

JENNIFER PASSAGLIATRUSTEE

KEITH PACETRUSTEE

NANCY SMITHTRUSTEE

CHAD WOODTRUSTEE, FORMER

ANTHONY PARREIRATRUSTEE

MARNI HARMONTRUSTEE, FORMER

JOHN PESTORICHTRUSTEE, FORMER

HALIMAH MEKKITRUSTEE

DARYL HEMENWAYTRUSTEE

JOE AIELLOTRUSTEE

KEN JOHNSONTRUSTEE

About this charity

Recognized since
January 1988
Location
520 E Herndon Ave, Fresno, CA 93720
County
Fresno
In care of
VALERIE CORNUELLE
Primary officer
VALERIE CORNUELLE, executive director

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
October 1, 2024
Return type
990
Tax preparer
MILLER KAPLAN ARASE LLP
NTEE classification
Mutual & Membership Benefit (Y)
IRS tax category
Mutual & Membership Benefit

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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