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Filing year 2023

California's Valued Trust

Fresno, California·EIN 77-6009955·9
Total revenue
$846.8M
Total assets
$236.1M
Total expenses
$898.2M
Reported officers
20
Mission

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

Executive compensation, broken down

Form 990 · Schedule J · 16 reported individuals · Filing year 2023

Executive Director
$319k
$349k
Base
$276k
Bonus
Other
Benefits
$22k
Dir. of Financial Services
officer (unspecified)
$228k
$250k
Base
$192k
Bonus
Other
Benefits
$22k
Dir. of Strategic Initiatives
highest compensated employee
$191k
$210k
Base
$158k
Bonus
Other
Benefits
$22k
Dir. of Marketing & Bus Dev
highest compensated employee
$181k
$198k
Base
$148k
Bonus
Other
Benefits
$22k
IT Manager
highest compensated employee
$174k
$190k
Base
$141k
Bonus
Other
Benefits
$22k
Sr Systems Security Analyst
highest compensated employee
$159k
$174k
Base
$127k
Bonus
Other
Benefits
$22k
Business Analyst
highest compensated employee
$159k
$174k
Base
$127k
Bonus
Other
Benefits
$22k
Trustee
board member
$187
$205
Trustee
board member
$187
$205
Trustee
board member
$187
$205
Trustee
board member
$187
$205
Trustee
board member
$187
$205
Trustee
board member
$187
$205
Trustee
board member
$187
$205
Trustee
board member
$125
$137
Trustee
board member
$47
$51

Teal figures restate each filed amount in 2026 dollars.

Estimated with BLS CPI-U for the West region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 4 unpaid individuals.

Up 5%
from 2022

From $305k in 2022 to $319k in 2023.

$305k
2022
$319k
2023
In today's dollarsEst.
Roughly flat in real terms$348k to $349k

Estimated with BLS CPI-U for the West region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.
Financial trend

Revenue and expenses over time

California's Valued Trust reported revenue and expenses across 2 filing years.

RevenueExpenses
$807.6M
$817.3M
2022
$846.8M
$898.2M
2023
Total revenue and total expenses from IRS Form 990 filings.
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