AUMdb

Californias Valued Trust

EIN 776009955 · 501(c)(9) · Public charity · Fresno, CA · recognized 1988

Assets
$236M
Revenue
$847M
Expenses
$898M
Investment income
$10.2M

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Anthem Blue Cross Claims admin service $19,425,329
Delta Dental Claims admin service $3,701,840
Blue Shield Of California Admin service $2,514,586
Cvs Admin service $1,314,811
Prudentrx Admin service $1,281,985

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Valerie Cornuelle Executive director $276,259 $42,708
Robert Powers Dir. of financial services $191,790 $36,373
Jeff Cornelius Dir. of strategic initiatives $157,583 $33,808
Tierney O'brien Dir. of marketing & bus dev $147,853 $33,078
Brook Paulsen It manager $141,156 $32,576
Brett Cargle Sr systems security analyst $127,056 $31,518
Chad Woskoski Business analyst $127,056 $31,518
Chad Wood Trustee $187 $0
Elaine Cash Trustee $187 $0
Nancy Smith Trustee $187 $0
John Pestorich Trustee $187 $0
Debra Cole Trustee $187 $0
Anthony Parreira Trustee $187 $0
Keith Pace Trustee $187 $0
Wayne Harris Trustee $125 $0
Jennifer Passaglia Trustee $47 $0
Daryl Hemenway Trustee $0 $0
Marni Harmon Trustee $0 $0
Ken Johnson Trustee $0 $0
Halimah Mekki Trustee $0 $0