Nonprofit · EIN 59-3198066
CPT INSTITUTE INC
Tax-exempt · TAMPA, FL 33607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,784,170 | $3,517,183 | -$733,013 | $2,422,576 | $269,531 | $2,153,045 |
| December 31, 2024 | 990 | $3,442,932 | $2,401,306 | $1,041,626 | $3,166,803 | $280,745 | $2,886,058 |
| December 31, 2023 | 990 | $1,748,390 | $1,971,454 | -$223,064 | $2,084,114 | $225,037 | $1,859,077 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,741,960
- Investment income
- $42,210
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $477,048
- Other salaries and wages
- $1,129,351
- Salaries, compensation and benefits (total)
- $2,095,206
- Professional fundraising fees
- $0
- Occupancy
- $60,839
- Travel
- $84,339
- Depreciation
- $2,561
- Program services (functional)
- $2,614,802
- Management and general (functional)
- $902,381
Balance sheet and other
- Total assets, start of year
- $3,166,803
- Total assets, end of year
- $2,422,576
- Total liabilities, end of year
- $269,531
- Net assets, end of year
- $2,153,045
- Land, buildings and equipment
- $2,971
- Publicly traded securities
- $1,109,711
- Net assets without donor restrictions
- $2,153,045
- Gross receipts
- $2,784,170
- Employees
- 29
- Volunteers
- 7
- Year formed
- 1993
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA DAVIS | CO-EXEC. DIR. Officer | 40 | $162,338 | $17,494 |
| WILLIAM LINDAHL | Executive Dir. Officer | 40 | $112,485 | $44,403 |
| KATHLEEN BARRETT | CO-EXEC. DIR. Officer | 40 | $124,763 | $15,565 |
| CARL SCHROEDER | TRUST ADMIN | 40 | $103,992 | $13,456 |
| DR LEONARD DUNN | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| MILES ALBRITTON | Director Trustee or director | 2 | $0 | $0 |
| JENNIFER ALBRITTON | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| TERRY SPROCKETT | Director Trustee or director | 2 | $0 | $0 |
| ANGELA MCALLISTER | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER COOK | Director Trustee or director | 2 | $0 | $0 |
| RENEE WALTER | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM LINDAHL | Executive Dir. Officer | 40 | $176,193 | $50,120 |
| KATHLEEN BARRETT | DIRECTOR - BUS DEV | 40 | $113,827 | $20,481 |
| JEREMY SANCHEZ | DIRECTOR OF OPERAT | 40 | $101,899 | $19,852 |
| DR LEONARD DUNN | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| MILES ALBRITTON | Director Trustee or director | 2 | $0 | $0 |
| JENNIFER ALBRITTON | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| TERRY SPROCKETT | Director Trustee or director | 2 | $0 | $0 |
| ANGELA MCALLISTER | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER COOK | Director Trustee or director | 2 | $0 | $0 |
| RENEE WALTER | Director Trustee or director | 2 | $0 | $0 |
| DEBORAH DUNN | DIRECTOR | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM LINDAHL | Executive Dir. Officer | 40 | $167,559 | $35,813 |
| DR LEONARD DUNN | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| DEBBIE DUNN | Director Trustee or director | 2 | $0 | $0 |
| MILES ALBRITTON | Director Trustee or director | 2 | $0 | $0 |
| JENNIFER ALBRITTON | Director Trustee or director | 2 | $0 | $0 |
| MICHAEL ALLRED | Director Trustee or director | 2 | $0 | $0 |
| ANGELA MCALLISTER | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER COOK | Director Trustee or director | 2 | $0 | $0 |
| RENEE WALTER | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2202 N WEST SHORE BLVD STE 200, TAMPA, FL 33607-5749
- In care of
- % WILLIAM LINDHAL
- Principal officer (990 for 2025)
- WILLIAM LINDAHL, 2202 N WEST SHORE BLVD 200, TAMPA, FL 336075749
- Signed the 990
- LAURA DAVIS, CO INTERIM EXEC DIR
- Phone
- (619) 800-6492
- Return prepared by
- Leaf & Cole LLP
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.
Program accomplishments
- 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.Expenses $2,614,802 · revenue $2,741,960
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3198066
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E02)
- Assets (IRS master file)
- $2,422,576
- Income (IRS master file)
- $2,784,170
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,784,170 | $3,517,183 | $2,422,576 | XML |
| 990 | December 2024 | $3,442,932 | $2,401,306 | $3,166,803 | IRS |
| 990 | December 2023 | $1,748,390 | $1,971,454 | $2,084,114 | XML |
| 990 | December 2022 | $2,321,078 | $1,662,787 | $2,414,815 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-3198066).
Questions about CPT INSTITUTE INC
- What is the EIN of CPT INSTITUTE INC?
- The employer identification number (EIN) of CPT INSTITUTE INC is 59-3198066.
- Is CPT INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to CPT INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CPT INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CPT INSTITUTE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CPT INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CPT INSTITUTE INC?
- The 990 for the year ended December 31, 2025 names WILLIAM LINDAHL.
- Who are the officers and directors of CPT INSTITUTE INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 4 received compensation from the organization, the highest $162,338 (LAURA DAVIS, CO-EXEC. DIR.).
- How much revenue does CPT INSTITUTE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,784,170, expenses of $3,517,183 and total assets of $2,422,576 at year end.
Other nonprofits in TAMPA
- FLORIDA HEALTH SCIENCES CENTER INC EIN 59-3458145 · last filed 990 for 2025
- H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC EIN 59-3238634 · last filed 990 for 2025
- SHRINERS HOSPITALS FOR CHILDREN EIN 36-2193608 · last filed 990 for 2025
- UNIVERSITY COMMUNITY HOSPITAL INC EIN 59-1113901 · last filed 990 for 2024
- BAYCARE MEDICAL GROUP INC EIN 59-3140335 · last filed 990 for 2024
- LIFELINK FOUNDATION INC EIN 59-2193032 · last filed 990 for 2025
- TAMPA GENERAL PROVIDER NETWORK INC EIN 86-1810505 · last filed 990 for 2025
- TAMPA FAMILY HEALTH CENTERS INC EIN 59-2420282 · last filed 990 for 2025