#198 of 500 · Member & Benefit Funds

Californias Valued Trust

EIN 77-6009955 · CA · NTEE n/a · Form 990, fiscal 2023

A jointly managed, self-funded health benefits trust founded in 1984, based in Fresno, California, that specializes in healthcare benefits for the education community. It serves more than 235 public school districts and other public agencies, covering roughly 148,000 members statewide, and provides medical, dental, vision, life, and wellness benefit products along with health-management programs designed to control costs.

Financials, fiscal 2023

Revenue

$807.6M

Expenses

$817.3M

Total assets

$254.8M

Net assets

$155.5M

Operating margin

-1.2%

1-year growth

4.1%

5-year growth (CAGR)

-0.7%

Reserve (years of spending)

2.3

Contributions share

n/a

Programme spending

99.2%

Fundraising cost

n/a

Executive pay share

0.06%

Employees

44

Revenue per employee

$18.4M

Grants paid

n/a

Years filing

35

NFP Health Score: 64 / 100

Financial 32 · Governance 100 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Mission

To assist public school districts in managing rising healthcare costs while providing premier benefit products to participants and their families.

Revenue history