CPT Institute Inc
Donations deductibleCPT Institute Inc's network
8 people3 organisationsi8 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Dr Leonard Dunn Chair | Chairman | 2018 | 8 yrs |
| Angela McAllister | Treasurer | 2019 | 7 yrs |
| Debbie Dunn | Director | 2018 | 8 yrs |
| Jennifer Albritton | Director | 2018 | 8 yrs |
| Jennifer Cook | Director | 2019 | 7 yrs |
| Michael Allred | Director | 2018 | 8 yrs |
| Miles Albritton | Director | 2018 | 8 yrs |
| Renee Walter | Director | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| William Lindahl | Executive Dir. | since 2018 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Laura Davis | Co-Exec. Dir. | 40 | $162k | $17k | |
| Kathleen Barrett | Co-Exec. Dir. | 40 | $125k | $16k | |
| William Lindahl | Executive Dir. | 40 | $112k | $44k | |
| Carl Schroeder | Trust Admin | 40 | $104k | $13k | |
| Dr Leonard Dunn | Chairman | 2 | $0 | ||
| Miles Albritton | Director | 2 | $0 | ||
| Jennifer Albritton | Secretary | 2 | $0 | ||
| Terry Sprockett | Director | 2 | $0 | ||
| Angela McAllister | Treasurer | 2 | $0 | ||
| Jennifer Cook | Director | 2 | $0 | ||
| Renee Walter | Director | 2 | $0 |
About
- Legal name
- CPT Institute Inc
- EIN
- 593198066
- Address
- 310 S Twin Oaks Valley Road 107-17, San Marcos, CA, 92078-4387
- State
- California
- Mission
- To preserve government benefit eligibility for the individuals who are injured or at-risk through serving as a special needs trustee and facilitating education and training to both the public and the legal community. (as filed on the Form 990)
- Activity (NTEE)
- E02 Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 6 (IRS master file code)
- Formed
- 1993
- Principal officer
- William Lindahl (as named on the Form 990)
- IRS ruling date
- 1 April 1994
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsDr Leonard Dunn
≥8years on the filingsDebbie Dunn
≥8years on the filingsJennifer Albritton
≥8years on the filingsMichael Allred
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $2.4m
- Total liabilities
- $270k
- Net assets or fund balances
- $2.2m
- Contributions and grants received
- $0
- Program service revenue
- $2.7m
- Employees
- 29
- Volunteers
- 7