Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 20-8035997 • 501(c)25 • San Mateo, CA
Profile
Formed to acquire and hold title to property in moreno valley, ca and to collect and remit income to the shareholder, a pension plan.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on the latest valid filing.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Asset Growth
78th percentile
Faster asset growth than 78% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Assets
Down$0
Down $2,370 (-100%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Down$0
Down $2,370 (-100%) from 2023
Revenue
Down$0
Down $9 (-100%) from 2023
Expenses
Down$0
Down $473 (-100%) from 2023
Net Income
Up$0
Up $464 (+100%) from 2023
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Formed to acquire and hold title to property in moreno valley, ca and to collect and remit income to the shareholder, a pension plan.
| Description | Grants | Expenses |
|---|---|---|
| FORMED TO ACQUIRE AND HOLD TITLE TO PROPERTY IN MORENO VALLEY, CA AND TO COLLECT AND REMIT INCOME TO THE SHAREHOLDER, A PENSION PLAN. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GARRY J SPANNER | President/Chairman | - | $0 | - | - |
| BYRON M FOX | Director | - | $0 | - | - |
| ROBERT T PERKINS | Vice President | - | $0 | - | - |
| ERIK ST CHARLES | Secretary | - | $0 | - | - |
| VICTOR KWOK | Chief Financial Officer | - | $0 | - | - |
“Description: dividends. Amount: -2,370.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TDA INVESTMENT GROUP INC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6503436333 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2025 PIONEER CT |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN MATEO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94403 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 2370 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 0 |
| IRS990EZ/FinalReturnInd | 0 | X |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 2370 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | FAIR VALUE BASIS |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 2370 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 2370 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GARRY J SPANNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BYRON M FOX |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROBERT T PERKINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ERIK ST CHARLES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | VICTOR KWOK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT/CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | CHIEF FINANCIAL OFFICER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 1 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -2370 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | FORMED TO ACQUIRE AND HOLD TITLE TO PROPERTY IN MORENO VALLEY, CA AND TO COLLECT AND REMIT INCOME TO THE SHAREHOLDER, A PENSION PLAN. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FORMED TO ACQUIRE AND HOLD TITLE TO PROPERTY IN MORENO VALLEY, CA AND TO COLLECT AND REMIT INCOME TO THE SHAREHOLDER, A PENSION PLAN. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleN/AssetsDistributedInd | 0 | 1 |
| IRS990ScheduleN/AttorneyGeneralNotifiedInd | 0 | 1 |
| IRS990ScheduleN/BondsOutstandingInd | 0 | 0 |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | 1 |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | 1 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | CASH |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt | 0 | CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2024-12-13 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN | 0 | 436159056 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt | 0 | 2370 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt | 0 | 501(A) |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt | 0 | CASH |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt | 0 | 1123 PARK VIEW DRIVE STE 200 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm | 0 | COVINA |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd | 0 | 91724 |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | 0 |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | 1 |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 0 | PERSON(S) INVOLVED: GARRY J. SPANNER, AND ROBERT T. PERKINS |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 1 | EXPLANATION OF INVOLVEMENT: GARRY J. SPANNER, PRESIDENT AND CHAIRMAN OF THE ORGANIZATION, AND ROBERT T. PERKINS, EXECUTIVE VICE PRESIDENT OF THE ORGANIZATION, ARE BOTH INVESTMENT MANAGERS WITH TDA INVESTMENT GROUP, INC. TDA SERVES AS THE INVESTMENT ADVISOR TO THE CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA (CLPT), WHICH WAS THE TRANSFEREE OF THIS ORGANIZATION'S FINAL ASSET DISTRIBUTION. WHILE MR. SPANNER AND MR. PERKINS DO NOT SERVE AS TRUSTEES OR OFFICERS OF CLPT, THEIR FIRM (TDA) PROVIDES REAL ESTATE INVESTMENT ADVISORY AND ADMINISTRATIVE SERVICES UNDER A CONTRACTUAL AGREEMENT WITH CLPT. THEIR ROLES AT TDA MAY RESULT IN INDIRECT INFLUENCE OR ADVISORY INVOLVEMENT IN THE ADMINISTRATION OF THE CLPT'S REAL ESTATE HOLDINGS. |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION WAS FORMALLY DISSOLVED IN THE STATE OF CALIFORNIA ON JUNE 15, 2023, IN ACCORDANCE WITH APPLICABLE STATE LAW. UPON DISSOLUTION, ALL REMAINING ASSETS WERE DISTRIBUTED TO ITS SOLE SHAREHOLDER, THE CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALIFORNIA (EIN: 43-6159056).THE TRANSFEREE IS A MULTIEMPLOYER DEFINED BENEFIT PENSION PLAN GOVERNED BY ERISA AND EXEMPT UNDER IRC SECTION 501(A) AS A TRUST FORMING PART OF A QUALIFIED PLAN DESCRIBED IN SECTION 401(A). THE TRUST SERVES UNION LABORERS EMPLOYED IN THE CONSTRUCTION INDUSTRY IN SOUTHERN CALIFORNIA AND IS OPERATED FOR THE EXCLUSIVE BENEFIT OF PLAN PARTICIPANTS AND THEIR BENEFICIARIES.THE ASSET DISTRIBUTION WAS CONDUCTED IN ACCORDANCE WITH THE ORGANIZATION'S GOVERNING DOCUMENTS AND APPLICABLE TAX AND REGULATORY REQUIREMENTS. |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 2E: |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART I, LINE 2E: |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART I, LINE 6C: |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DIVIDENDS. AMOUNT: -2,370. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALAN NG |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CONTROLLER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6503436333 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-08-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CACTUS SINCLAIR CORP |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CACT |
| ReturnHeader/Filer/EIN | 0 | 208035997 |
| ReturnHeader/Filer/PhoneNum | 0 | 6503436333 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2025 PIONEER CT |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN MATEO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94403 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 470900880 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CALIBRE CPA GROUP PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7501 WISCONSIN AVENUE SUITE 1200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt | 0 | WEST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BETHESDA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20814 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2023319880 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-08-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ERIN CRANMER |
| ReturnHeader/ReturnTs | 0 | 2025-08-27T18:19:40-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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