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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Health Care Cpt Institute Inc.

Cpt Institute Inc.

Fiscal year ending 2024. Filed on November 10, 2025.

310 S Twin Oaks Valley Rd 107-174
San Marcos, California 92078

Cpt Institute Inc. (EIN: 59-3198066) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Cpt Institute Inc., a 501(c)(3) charitable organization, reported compensation for 4 out of 21 total employees. Among the employees shown here, the average compensation is $160,791. The highest compensated employee at Cpt Institute Inc. is William Lindahl with fiscal year 2024 compensation of $226,313. Cpt Institute Inc. changed its name from Institute for Health Care Advocacy Dba Cpt Institute in 2022.

Revenue, expenses, and employee compensation

Revenue

$3,442,932

Expenses

$2,401,306

Employee compensation

$1,241,318
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

William Lindahl
Executive Director
$226,313
$176,193 No related comp$50,120
Kathleen Barrett
Director - BUS DEV
$134,308
$113,827 No related comp$20,481
Jeremy Sanchez
Director of Operat
$121,751
$101,899 No related comp$19,852
Deborah Dunn
Director
$0

Benchmark Employee Compensation

Non-Employee Board Members

Angela McAllister
Treasurer
Dr Leonard Dunn
Chair
Jennifer Albritton
Secretary
Jennifer Cook
Director
Miles Albritton
Director
Renee Walter
Director
Terry Sprockett
Director

Contractors

Tovella Dowling PC
Legal Counsel
$116,064

Mission Statement

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.

Revisions to this organization profile

November 10, 2025:
2024 Cpt Institute Inc. 990 filed
November 15, 2024:
2023 Cpt Institute Inc. 990 filed
November 15, 2023:
2022 Cpt Institute Inc. 990 filed

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