NonprofitsCpt Institute Inc

Health Care

Cpt Institute Inc

SAN MARCOS, CA

Total revenue

$3.4M

Total expenses

$2.4M

Net assets

$2.9M

Grants received

$190K

1 grants

EIN

593198066

Tax year

2024

Mission

Cpt provides education to equip disabled individuals and their families & caretakers in the decision making process of settlements, trusts and other matters. Cpt also administers special needs trusts, settlement management trusts and minor trusts for its clients.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$3.4M
Investment income$65K
Other revenue
Total revenue$3.4M

Expenses

Grants paid
Salaries & benefits$1.2M
Fundraising
Other expenses$1.2M
Total expenses$2.4M
Total assets$3.2M
Net assets$2.9M

People

11 listed

NameRoleCompensation

WILLIAM LINDAHL

Executive Dir.

Board

$176K

40 hrs/wk

DR LEONARD DUNN

Chairman

Board

2 hrs/wk

MILES ALBRITTON

Director

Board

2 hrs/wk

JENNIFER ALBRITTON

Secretary

Board

2 hrs/wk

TERRY SPROCKETT

Director

Board

2 hrs/wk

ANGELA MCALLISTER

Treasurer

Board

2 hrs/wk

JENNIFER COOK

Director

Board

2 hrs/wk

RENEE WALTER

Director

Board

2 hrs/wk

KATHLEEN BARRETT

DIRECTOR - BUS DEV

Staff

$114K

40 hrs/wk

JEREMY SANCHEZ

DIRECTOR OF OPERAT

Staff

$102K

40 hrs/wk

DEBORAH DUNN

DIRECTOR

Staff

2 hrs/wk

Independent contractors

TOVELLA DOWLING PC

LEGAL COUNSEL

$116K

Grants received

Showing 1 of 1

FromAmountPurposeYear

Funded by

$190K from 1 funder · 1 grant · 2023

Details

EIN593198066
NTEE codeE02
Subsection03
Ruling date1994-04
Formed1993
Employees21
Volunteers8
CPT INSTITUTE INC — Mission, Financials & Grants Received | Grantivo