Overview
What is Cpt Institute Inc?
Cpt Institute Inc, based in San Marcos, California, is a nonprofit organization that prioritizes serving individuals with disabilities and their families or caretakers. Registered in 48 states except for New Mexico and Connecticut, the organization specializes in managing special needs trusts, settlement management trusts, and minor trusts for its clients. The remaining funds from these trust accounts, upon the beneficiary's passing, are utilized to provide affordable trustee services to those living with a disability who are unable to generate an income. Cpt Institute Inc also offers educational resources, such as no-cost consultations, training seminars, and materials on government benefits, empowering its clients to make informed decisions regarding settlements, trusts, and other relevant matters. The organization's mission is to preserve government benefit eligibility for the injured and at-risk population by providing education and training to the legal community, ensuring that they can make informed decisions that protect their clients' interests. The organization employs a team of 13 dedicated individuals.
Official website here: www. cpttrust.org
Is Cpt Institute Inc legitimate?
Cpt Institute Inc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Cpt Institute Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Here are some key statistics you may want to consider:
Executive Compensation: $196,794
Professional Fundraising Fees: $0
Other Salaries and Wages: $448,464
For more financial information, click here
Official website here: www. cpttrust.org
What is the mission statement of Cpt Institute Inc?
Cpt Institute Inc's mission is centered around preserving government benefit eligibility for individuals who are injured or at risk. They accomplish this by providing education and training to the legal community. The organization offers its services in 48 states, excluding New Mexico and Connecticut. Cpt Institute Inc administers special needs trusts, settlement management trusts, and minor trusts for its clients' beneficiaries. Upon the passing of a trust beneficiary, the organization becomes the remainder beneficiary of the trust accounts, utilizing the funds to provide low-cost trustee services to individuals with disabilities who are unable to earn a living. Furthermore, these funds are used to offer no-cost consultations, training seminars, and resources regarding government benefits to the public.
Official website here: www. cpttrust.org
Who is the CEO of Cpt Institute Inc?
William Lindahl is the Executive Dir. of Cpt Institute Inc.
Official website here: www. cpttrust.org
What is the revenue of Cpt Institute Inc?
Who are the executives of Cpt Institute Inc and what are their salaries?
The average compensation at Cpt Institute Inc during 2022 was $49,635. There are 13 employees and 8 volunteers at Cpt Institute Inc.
Here are 9 key members and their salaries:
- William Lindahl (Executive Dir.)
- Dr Leonard Dunn (Chairman) [Trustee/Director]
- Debbie Dunn (Director)
- Miles Albritton (Director)
- Jennifer Albritton (Director)
- Michael Allred (Director)
- Angela Mcallister (Treasurer) [Trustee/Director]
- Jennifer Cook (Director)
- Renee Walter (Director)
Official website here: www. cpttrust.org
Where can I find the form 990 for Cpt Institute Inc?
The Cpt Institute Inc’s most recent form 990 was submitted in 2022 and can be accessed here
Official website here: www. cpttrust.org
Learn more at the official website: www. cpttrust.org
Mission Statement of Cpt Institute Inc
Cpt Institute Inc, a nonprofit organization, is committed to preserving government benefit eligibility for the injured and at-risk individuals. It accomplishes this mission by providing education and training to the legal community. The primary goal of Cpt Institute Inc is to equip disabled individuals, their families, and caretakers with the necessary knowledge to make informed decisions regarding settlements, trusts, and other related matters. In addition to this, the organization administers various trusts, such as special needs trusts, settlement management trusts, and minor trusts, on behalf of its clients. When a trust beneficiary passes away, Cpt Institute Inc is listed as the remainder beneficiary of all trust accounts. The funds from these accounts are then utilized to provide low-cost trustee services to individuals living with disabilities who are unable to earn a living. Furthermore, these funds are also used to offer no-cost consultations, training seminars, and resources related to government benefits, thereby ensuring that the beneficiaries are well-informed and can make the most of their benefits.
Impact
This information is meant to be a general summary of Cpt Institute Inc. Please take the time to review official sources before making any decisions based upon the content provided here.
Saturday, July 20, 2024
Cpt Institute Inc's impact is significant in equipping disabled individuals and their families with education to make informed decisions regarding settlements, trusts, and other matters. The organization administers special needs trusts, settlement management trusts, and minor trusts for its clients, ensuring that the beneficiaries receive low-cost trustee services when living with a disability and unable to earn a living. Furthermore, Cpt Institute Inc provides education through consultations, training seminars, and resources on government benefits to preserve government benefit eligibility for the injured and at-risk population. Through these efforts, Cpt Institute Inc plays a crucial role in supporting and empowering individuals with disabilities and their families.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Assets and Liabilities:
Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
REMAINDERMAN BENEFITS
Revenue
$1,256,964
TRUST ADMINISTRATION FEES
Revenue
$1,063,950
Organization Details
Founding Year
1993
Phone
(619) 800-6492
Principal Officer
William Lindahl
Main Address
310 S TWIN OAKS VALLEY RD 107-174, SAN MARCOS, CA, 92078
Website
www. cpttrust.org
NTEE Category
Code: E02 - Health
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