Californias Valued Trust
Fresno, California
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Above Average
How This Organization Compares
Compared to 664 peers in Unclassified with $100M-$1B revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $807,561,352↑4% | $817,257,825↑8% | $254,768,905↑6% | |
| 2022 | $775,584,606↓7% | $753,539,698↓9% | $240,185,223 | — |
| 2021 | $831,896,361↑3% | $825,113,435↑9% | $240,041,607↑16% | — |
| 2020 | $805,304,048↓3% | $754,880,529↓8% | $207,508,043↑28% | — |
| 2019 | $831,031,329↑1% | $817,725,860↓1% | $161,910,543↑3% | — |
| 2018 | $825,409,131↑3% | $828,662,858↑6% | $157,635,073 | — |
| 2017 | $802,457,397↑7% | $781,429,149↑3% | $157,830,155↑18% | — |
| 2016 | $751,482,481↑9% | $756,822,072↑9% | $133,577,786↓2% | — |
| 2015 | $687,528,785↑18% | $692,558,146↑14% | $136,602,572↓2% | — |
| 2014 | $584,088,020↑7% | $605,997,525↑15% | $139,084,972↓2% | — |
| 2013 | $546,052,876↑3% | $525,863,104↑1% | $141,897,238↑24% | — |
| 2012 | $528,385,373↓5% | $521,241,675↓6% | $114,075,587 | — |
| 2011 | $557,767,319 | $551,936,889 | $114,279,129 | — |
Frequently Asked Questions
What does Californias Valued Trust do?▼
Californias Valued Trust is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Californias Valued Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Californias Valued Trust has a score of 55/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Californias Valued Trust generate?▼
Californias Valued Trust reports $917.1M in annual revenue and holds $196.7M in total assets, based on IRS filings.
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