Civic Intelligence

California'S Valued Trust

990 • Fiscal year 2020 • EIN 77-6009955

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 24, 2021

520 E Herndon AveFresno, CA 93720

(559) 437-2960

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.08x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Net Margin

51st percentile

6.3%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

77th percentile

$277,367

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Asset Growth

93rd percentile

28%

Faster asset growth than 93% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-3.1%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Assets

Up

$207,508,043

Up $45,597,500 (+28%) from 2019

Net Assets

Up

$143,003,714

Up $49,546,606 (+53%) from 2019

Liabilities

Down

$64,504,329

Down $3,949,106 (-5.8%) from 2019

Revenue

Down

$805,304,048

Down $25,727,281 (-3.1%) from 2019

Expenses

Down

$754,880,529

Down $62,845,331 (-7.7%) from 2019

Net Income

Up

$50,423,519

Up $37,118,050 (+279%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $105,960,246Liabilities 2010: $50,715,638Net Assets 2010: $55,244,6082010Assets 2011: $114,279,129Liabilities 2011: $57,044,713Net Assets 2011: $57,234,4162011Assets 2012: $114,075,587Liabilities 2012: $43,708,700Net Assets 2012: $70,366,8872012Assets 2013: $141,897,238Liabilities 2013: $51,582,294Net Assets 2013: $90,314,9442013Assets 2014: $139,084,972Liabilities 2014: $65,779,776Net Assets 2014: $73,305,1962014Assets 2015: $136,602,572Liabilities 2015: $78,394,637Net Assets 2015: $58,207,9352015Assets 2016: $133,577,786Liabilities 2016: $75,225,469Net Assets 2016: $58,352,3172016Assets 2017: $157,830,155Liabilities 2017: $73,568,200Net Assets 2017: $84,261,9552017Assets 2018: $157,635,073Liabilities 2018: $78,001,519Net Assets 2018: $79,633,5542018Assets 2019: $161,910,543Liabilities 2019: $68,453,435Net Assets 2019: $93,457,1082019Assets 2020: $207,508,043Liabilities 2020: $64,504,329Net Assets 2020: $143,003,7142020Assets 2021: $240,041,607Liabilities 2021: $77,865,346Net Assets 2021: $162,176,2612021Assets 2022: $240,185,223Liabilities 2022: $88,806,247Net Assets 2022: $151,378,9762022Assets 2023: $254,768,905Liabilities 2023: $99,309,008Net Assets 2023: $155,459,8972023Assets 2024: $236,142,276Liabilities 2024: $107,383,040Net Assets 2024: $128,759,2362024Assets 2025: $196,659,654Liabilities 2025: $113,059,122Net Assets 2025: $83,600,5322025

Highlighted filing

2020

Assets$207,508,043
Liabilities$64,504,329
Net Assets$143,003,714

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0B$500M$0-$500MExpenses 2010: $528,184,5642010Expenses 2011: $551,936,8892011Expenses 2012: $521,241,6752012Expenses 2013: $525,863,1042013Revenue 2014: $584,088,020Expenses 2014: $605,997,525Net Income 2014: -$21,909,5052014Revenue 2015: $687,528,785Expenses 2015: $692,558,146Net Income 2015: -$5,029,3612015Revenue 2016: $751,482,481Expenses 2016: $756,822,072Net Income 2016: -$5,339,5912016Revenue 2017: $802,457,397Expenses 2017: $781,429,149Net Income 2017: $21,028,2482017Revenue 2018: $825,409,131Expenses 2018: $828,662,858Net Income 2018: -$3,253,7272018Revenue 2019: $831,031,329Expenses 2019: $817,725,860Net Income 2019: $13,305,4692019Revenue 2020: $805,304,048Expenses 2020: $754,880,529Net Income 2020: $50,423,5192020Revenue 2021: $831,896,361Expenses 2021: $825,113,435Net Income 2021: $6,782,9262021Revenue 2022: $775,584,606Expenses 2022: $753,539,698Net Income 2022: $22,044,9082022Revenue 2023: $807,561,352Expenses 2023: $817,257,825Net Income 2023: -$9,696,4732023Revenue 2024: $846,775,532Expenses 2024: $898,191,185Net Income 2024: -$51,415,6532024Revenue 2025: $917,130,736Expenses 2025: $961,368,515Net Income 2025: -$44,237,7792025

Highlighted filing

2020

Revenue$805,304,048
Expenses$754,880,529
Net Income$50,423,519
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 24, 2021
Return Version
2019v5.1
Gross Receipts
$821,520,119
Mission and Program Overview

Mission

To provide health and welfare benefits for eligible employees, retirees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$93,457,108$143,003,714▲ $49,546,606
Investments in Publicly Traded Securities$73,544,798$100,535,161▲ $26,990,363
Investments Other Securities$55,440,819$74,659,591▲ $19,218,772
Accounts Receivable$20,130,811$23,293,305▲ $3,162,494
Savings and Temporary Cash Investments$10,311,028$6,642,872▼ $3,668,156
Land, Buildings, and Equipment, Net$2,165,933$2,067,505▼ $98,428
Prepaid Expenses and Deferred Charges$316,688$309,489▼ $7,199
Cash and Non-Interest-Bearing Accounts$466$120▼ $346
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$161,910,543$207,508,043▲ $45,597,500
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$59,806,639$56,901,886▼ $2,904,753
Deferred Revenue$7,599,067$6,650,868▼ $948,199
Accounts Payable and Accrued Expenses$1,047,729$951,575▼ $96,154
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$68,453,435$64,504,329▼ $3,949,106
Net Assets / Fund Balance
Total Net Assets Fund Balance$93,457,108$143,003,714▲ $49,546,606
Total Liabilities and Net Assets / Fund Balance$161,910,543$207,508,043▲ $45,597,500

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$396,007$2,972,849$3,368,856
Buildings$659,498$1,069,181$1,728,679
Land$1,012,000-$1,012,000
Leasehold Improvements-$29,443$29,443
Other Securities$23,082,555--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valerie CornuelleExecutive DirectorFT$238,167$39,200$277,367
Robert PowersDirector of Financial ServicesFT$157,867$33,142$191,009
Jeff CorneliusDirector of Strategic InitiativesFT$129,388$31,213$160,601
Brook PaulsenIt ManagerFT$114,945$30,029$144,974
Eric FiedlerAccount ManagerFT$115,671$27,305$142,976
Nolan ClinardBusiness AnalystFT$109,522$29,534$139,056
Mai ThaoSenior AccountantFT$107,410$26,747$134,157
Anthony ParreiraDirector--$205$205
Chad WoodDirector--$205$205
Debra ColeDirector--$205$205
Elaine CashDirector--$205$205
Elizabeth ZuluetaDirector--$205$205
John PestorichDirector--$205$205
Keith PaceDirector--$205$205
Nancy SmithDirector--$205$205
Sue EusticeDirector--$205$205

Board Members and Trustees

NameTitle
Carole Anne LuckenbachDirector
Ken JohnsonDirector
chuck kingDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Crossclaims admin service11050 Olson Dr Ste 110, Rancho Cordova, CA 95670$16,275,666
Delta DentalClaims admin service100 First St 6th Fl, San Francisco, CA 94105$3,230,345
healthcompclaims admin servicepo box 45018, Fresno, CA 93718$1,135,560
Consumer MedicalClaims Admin Service141 LONGWATER DR STE 113A, Norwell, MA 02061$1,109,355
Blue Shield Of CaliforniaAdmin Service50 BEALE ST, San Francisco, CA 94105$1,075,853
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$798,969,638
Investment Income
$5,887,954
Other Revenue
$446,456
Change in Net Assets
$50,423,519

Audited Revenue Reconciliation

Revenue per Audited Statements
$758,507,962
Revenue Not Reported on Financial Statements
$46,796,086
Revenue Not Reported on Form 990
$-876,913
Other Revenue Adjustments
$46,618,443
Total Revenue per Audited Statements
$757,631,049
Total Revenue per Form 990
$805,304,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,902,521
Salaries, Compensation, and Employee Benefits$5,384,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$718,593,212
Fees for Services Other---$28,397,402
Other Salaries and Wages---$3,110,556
Other Employee Benefits---$1,315,063
Office Expenses---$539,606
Current Officers, Directors, Trustees, and Key Employees---$470,221
Depreciation Depletion---$383,197
Payroll Taxes---$268,967
Fees for Services Legal---$234,000
Pension Plan Contributions---$219,989
Information Technology---$207,454
Other Expenses---$196,125
Fees for Services Accounting---$193,824
Fees for Service Investment Mgmnt Fees---$177,643
Advertising---$174,948
Occupancy---$119,982
Insurance---$103,271
Travel---$94,412
Conferences and Meetings---$80,657
Total Functional Expenses$0$0$0$754,880,529

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$758,355,883
Total Expenses per Form 990$754,880,529
Total Expenses per Audited Statements$711,737,440
Expenses Not Reported on Financial Statements$-3,475,354
Other Expense Adjustments$-3,652,997
Expenses Not Reported on Form 990$-46,618,443
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Not Paid$52,802,870
Postretirement Benefit Cost$2,906,200
Others$1,192,816
Claims Payable and Incurred But$0
Obligations for the Benefit of$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B, LINE 11B:

A copy of the form 990 was provided to the plan's governing body prior to the form 990 being filed. The form 990 was reviewed by the plan's audit committee and the director of financial services before it was filed. Part vi, section b, line 12c: at least annually, directors and other fiduciaries are asked to disclose any relationships or interests that could give rise to a conflict. If there is a conflict of interest, the conflicting interest is fully disclosed and documented in writing. The director or fiduciary with the conflict of interest is excluded from the discussion and approval of such transactions; the board determines if the transaction is in the best interest of the plan, and the terms of the transaction are fair with respect to terms available through arms-length transactions in the marketplace. Part vi, section b, line 15: compensation for the executive director was approved by the board of trustees. Part vi, section c, line 19: the plan makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Part vii, section a, column e: any trustees' compensation and/or benefits from the related tax-exempt organizations are available at the trust. Part xii, line 2c: the audit committee assumes responsibility for oversight of both the audit and the selection of the certified public accountants that audit the plan's financial statements. The full board annually approves the audit and any change to the certified public accountants.

Filing and Contact Details

Filer

Filer Name
California's Valued Trust
EIN
77-6009955
In Care Of
% ROBERT POWERS
Phone
5594372960
Address
520 E Herndon Ave, Fresno, CA 93720

Signing Officer

Name
Valerie Cornuelle
Title
executive director
Phone
5594372960
Signed
2021-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Cornuelle
Formed
1984
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
3
Employees
41
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part xi, line 4b: stop-loss reimbursements $ 1,116,192 drug rebates 45,502,251 total 46,618,443 part xii, line 2d: stop-loss reimbursements ($ 1,116,192) drug rebates ( 45,502,251) total ( 46,618,443) part xii, line 4b: change in benefit obligations ($ 3,652,997)

Raw XML AppendixShowing 400 of 643 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01047729
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0951575
IRS990/AccountsReceivableGrp/BOYAmt020130811
IRS990/AccountsReceivableGrp/EOYAmt023293305
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, RETIREES AND THEIR DEPENDENTS.
IRS990/AdvertisingGrp/TotalAmt0174948
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0718593212
IRS990/BooksInCareOfDetail/PersonNm0ROBERT POWERS
IRS990/BooksInCareOfDetail/PhoneNum05594372960
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0520 E HERNDON AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fresno
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093720
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0466
IRS990/CashNonInterestBearingGrp/EOYAmt0120
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt019
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0470221
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt080657
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt016275666
IRS990/ContractorCompensationGrp/CompensationAmt13230345
IRS990/ContractorCompensationGrp/CompensationAmt21075853
IRS990/ContractorCompensationGrp/CompensationAmt31135560
IRS990/ContractorCompensationGrp/CompensationAmt41109355
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt011050 Olson Dr Ste 110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1100 First St 6th Fl
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt250 BEALE ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3po box 45018
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4141 LONGWATER DR STE 113A
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0RANCHO CORDOVA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3FRESNO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NORWELL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095670
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd294105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd393718
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd402061
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Anthem Blue Cross
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1Delta Dental
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2BLUE SHIELD OF CALIFORNIA
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3healthcomp
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4CONSUMER MEDICAL
IRS990/ContractorCompensationGrp/ServicesDesc0claims admin service
IRS990/ContractorCompensationGrp/ServicesDesc1Claims admin service
IRS990/ContractorCompensationGrp/ServicesDesc2ADMIN SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc3claims admin service
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS ADMIN SERVICE
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0718593212
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05887954
IRS990/CYOtherExpensesAmt030902521
IRS990/CYOtherRevenueAmt0446456
IRS990/CYProgramServiceRevenueAmt0798969638
IRS990/CYRevenuesLessExpensesAmt050423519
IRS990/CYSalariesCompEmpBnftPaidAmt05384796
IRS990/CYTotalExpensesAmt0754880529
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0805304048
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt07599067
IRS990/DeferredRevenueGrp/EOYAmt06650868
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0383197
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, RETIREES AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt041
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0193824
IRS990/FeesForServicesLegalGrp/TotalAmt0234000
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt028397402
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0177643
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt154.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt164.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt174.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt184.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt039200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt133142
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt231213
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330029
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt427305
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt529534
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt626747
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt7205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt9205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt15205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0Valerie Cornuelle
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Powers
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF CORNELIUS
IRS990/Form990PartVIISectionAGrp/PersonNm3BROOK PAULSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIC FIEDLER
IRS990/Form990PartVIISectionAGrp/PersonNm5NOLAN CLINARD
IRS990/Form990PartVIISectionAGrp/PersonNm6MAI THAO
IRS990/Form990PartVIISectionAGrp/PersonNm7Chad Wood
IRS990/Form990PartVIISectionAGrp/PersonNm8Elizabeth Zulueta
IRS990/Form990PartVIISectionAGrp/PersonNm9Sue Eustice
IRS990/Form990PartVIISectionAGrp/PersonNm10Elaine Cash
IRS990/Form990PartVIISectionAGrp/PersonNm11Nancy Smith
IRS990/Form990PartVIISectionAGrp/PersonNm12John Pestorich
IRS990/Form990PartVIISectionAGrp/PersonNm13Debra Cole
IRS990/Form990PartVIISectionAGrp/PersonNm14Anthony Parreira
IRS990/Form990PartVIISectionAGrp/PersonNm15Keith Pace
IRS990/Form990PartVIISectionAGrp/PersonNm16chuck king
IRS990/Form990PartVIISectionAGrp/PersonNm17Carole Anne Luckenbach
IRS990/Form990PartVIISectionAGrp/PersonNm18Ken Johnson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0238167
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1157867
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2129388
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3114945
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4115671
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5109522
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6107410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Dir. of Financial Services
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR. OF STRATEGIC INITIATIVES
IRS990/Form990PartVIISectionAGrp/TitleTxt3IT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ACCOUNT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt5Business Analyst
IRS990/Form990PartVIISectionAGrp/TitleTxt6SENIOR ACCOUNTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0885337
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017101408
IRS990/GrossReceiptsAmt0821520119
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0207454
IRS990/InsuranceGrp/TotalAmt0103271
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt05002617
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05002617
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt055440819
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt074659591
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt073544798
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0100535161
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04071473
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02165933
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02067505
IRS990/LandBldgEquipCostOrOtherBssAmt06138978
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016216071
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, RETIREES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt093457108
IRS990/NetAssetsOrFundBalancesEOYAmt0143003714
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0885337
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0885337
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-876913
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0119982
IRS990/OfficeExpensesGrp/TotalAmt0539606
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01315063
IRS990/OtherExpensesGrp/Desc0ACA FEES
IRS990/OtherExpensesGrp/TotalAmt0196125
IRS990/OtherLiabilitiesGrp/BOYAmt059806639
IRS990/OtherLiabilitiesGrp/EOYAmt056901886
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE SERVICES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0104870
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1341586
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0104870
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1341586
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0446456
IRS990/OtherSalariesAndWagesGrp/TotalAmt03110556
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0268967
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0219989
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0316688
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0309489
IRS990/PrincipalOfficerNm0Valerie Cornuelle
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$197$113$83.6$917$961$44.2
2024Detailed filing. Detailed filing data is available for this year.$236$107$129$847$898$51.4
2023Detailed filing. Detailed filing data is available for this year.$255$99.3$155$808$817$9.70
2022Detailed filing. Detailed filing data is available for this year.$240$88.8$151$776$754$22.0
2021Detailed filing. Detailed filing data is available for this year.$240$77.9$162$832$825$6.78
2020Detailed filing. Detailed filing data is available for this year.$208$64.5$143$805$755$50.4
2019Detailed filing. Detailed filing data is available for this year.$162$68.5$93.5$831$818$13.3
2018Detailed filing. Detailed filing data is available for this year.$158$78.0$79.6$825$829$3.25
2017Detailed filing. Detailed filing data is available for this year.$158$73.6$84.3$802$781$21.0
2016Detailed filing. Detailed filing data is available for this year.$134$75.2$58.4$751$757$5.34
2015Detailed filing. Detailed filing data is available for this year.$137$78.4$58.2$688$693$5.03
2014Detailed filing. Detailed filing data is available for this year.$139$65.8$73.3$584$606$21.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$142$51.6$90.3$526
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$43.7$70.4$521
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$57.0$57.2$552
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$50.7$55.2$528