2024-11-15T08:11:21-08:00 2023-12-31 952076568 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 92108 990 2023-01-01 593198066 CPT INSTITUTE INC CPTI 6198006492 310 S TWIN OAKS VALLEY RD 107-174 SAN MARCOS CA 92078 WILLIAM LINDAHL Executive Director 2024-11-14 true true JENNY KIKUNO P01347644 6192947200 2023 2024-10-15 13:58:12Z WILLIAM LINDAHL 310 S TWIN OAKS VALLEY RD 107-174 SAN MARCOS CA 92078 1748390 false X WWW. CPTTRUST.ORG X 1993 FL 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. 8 8 15 8 0 0 2320914 1746009 164 2381 0 2321078 1748390 0 0 816227 885505 0 0 846560 1085949 1662787 1971454 658291 -223064 2414815 2084114 347319 225037 2067496 1859077 TO PRESERVE GOVERNMENT BENEFIT ELIGIBILITY FOR THE INJUURED AND AT-RISK BY PROVIDINGEDUCATION AND TRAINING TO THE LEGAL COMMUNITY. false false 1322123 1746009 THE ORGANIZATION IS REGISTERED IN 48 STATES EXCLUDING NM AND CT, TO ADMINISTERSPECIAL NEEDS TRUSTS, SETTLEMENT MANAGEMENT TRUSTS, AND MINOR TRUSTS FOR ITSCLIENTSBENEFICIARIES. THE ORGANIZATION IS LISTED AS THE REMAINDER BENEFICIARY OF ALL TRUST ACCOUNTS WHEN A TRUST BENEFICIARY PASSES. THESE FUNDS ARE USED TO PROVIDE LOW COST TRUSTEE SERVICES TO THOSE LIVING WITH A DISABILITY AND UNABLE TO EARN A LIVING. IN ADDITION, THESE FUNDS ARE USED TO PROVIDE EDUCATION IN THE FORM OF NO-COST CONSULTATIONS, TRAINING SEMINARS, AND RESOURCES REGARDING GOVERNMENT BENEFITS. 1322123 true false false false false false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 8 0 false 15 true false false false false false false false 0 false false false false false false false X 8 8 true false false false false false false true true false false true true true true true true true false false CA HI MA NH OH OR PA UT VA VA X WILLIAM LINDAHL 6198006492 310 S TWIN OAKS VALLEY RD 107-174 SAN MARCOS CA 92078 WILLIAM LINDAHL Executive Dir. 40.00 0.00 X 167559 0 35813 DR LEONARD DUNN Chairman 2.00 0.00 X X 0 0 0 DEBBIE DUNN Director 2.00 0.00 X 0 0 0 MILES ALBRITTON Director 2.00 0.00 X 0 0 0 JENNIFER ALBRITTON Director 2.00 0.00 X 0 0 0 MICHAEL ALLRED Director 2.00 0.00 X 0 0 0 ANGELA MCALLISTER Treasurer 2.00 0.00 X X 0 0 0 JENNIFER COOK Director 2.00 0.00 X 0 0 0 RENEE WALTER Director 2.00 0.00 X 0 0 0 167559 35813 1 false true false 0 0 REMAINDERMAN BENEFITS 900099 690308 690308 TRUST ADMINISTRATION FEES 900099 1055701 1055701 1746009 2381 2381 0 0 0 0 0 0 0 0 1748390 1746009 2381 0 0 0 0 203372 162698 40674 0 510901 325684 185217 0 0 171232 39268 131964 0 299863 239417 60446 0 0 0 0 0 80982 79667 1315 0 0 0 24325 150 24175 196342 112675 83667 0 0 0 0 2731 1961 770 39942 20587 19355 LICENSES FEE 249025 249025 DUES & SUBSCRIPTIONS 55402 28820 26582 MISCELLANEOUS 53436 13116 40320 SUPPLIES 34310 25866 8444 49591 23189 26402 1971454 1322123 649331 0 2139224 811749 0 0 248192 230258 0 0 0 0 20877 22310 12741 9199 3101 3542 1014255 0 0 0 3421 2000 2414815 2084114 106279 121978 241040 103059 347319 225037 X 2067496 1859077 2067496 1859077 2414815 2084114 -223064 14645 X false true X true false X 138581 138581 1738983 2139931 1947566 2320914 1746009 9893403 0 0 0 1738983 2139931 2086147 2320914 1746009 10031984 0 0 10031984 396 273 192 164 2381 3406 0 396 273 192 164 2381 3406 0 0 1739379 2140204 2086339 2321078 1748390 10035390 0.99970 0.99980 0.00030 0.00020 X 12741 9199 3542 3542 X 1763035 14645 14645 1748390 1748390 1971454 1971454 1971454 Part X : FIN48 Footnote Institute For Healthcare Advocacy, Inc. dba CPT Institute is a nonprofit organization, and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Organization believes that it has appropriate support for any tax positions taken, and, as such, does not have any uncertain tax positions that are material to the financial statements. Institute For Healthcare Advocacy, Inc. dba CPT Institute is not a private foundation.Institute For Healthcare Advocacy, Inc. dba CPT Institutes Return of Organization Exempt from Income Tax for the years ended December 31, 2022, 2021, 2020 and 2019 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three-to-four years after the returns are filed. X X X X false false false false false false false false false WILLIAM LINDAHL Executive Dir. 167559 6040 29773 203372 KNIGHTS ADMINISTRATION EXEC DIRECTOR 249025 SOFTWARE LICENSE false Schedule L, Part V Supplemental Information SUPPLEMENTAL INFORMATION THE EXECUTIVE DIRECTOR OF THE ORGANIZATION, WILLIAM LINDAHL, IS THE OWNER OF KNIGHTS ADMINISTRATION, INC. THE ORGANIZATION ENTERED INTO A LICENSE AGREEMENT WITH KNIGHTS ADMINISTRATION FOR THE EXCLUSIVE RIGHTS TO PROPRIETARY WEB-BASED PLATFORM USED BY THE ORGANIZATION. Form 990, Part VI, Section A, Line 2 DR. LEONARD AND DEBBIE DUNN ARE HUSBAND AND WIFE.MILES AND JENNIFER ALBRITTON ARE HUSBAND AND WIFE. Form 990, Part VI, Section B, Line 11b THE DRAFT 990 WAS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND PRESIDENT. Form 990, Part VI, Section B, Line 15a IN 2018 THE BOARD ENGAGED THE CORPORATE ATTORNEY TO CONDUCT A COMPENSATION STUDY TODETERMINE AN APPROPRIATE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR AND TOFORMALIZE AN EMPLOYMENT CONTRACT. Form 990, Part VI, Section C, Line 19 DOCUMENTS SUBJECT TO PUBLIC DISCLOSURE ARE AVAILABLE UPON WRITTEN REQUEST MADE TOCORPORATE OFFICE.