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.
Public Charity
CPT INSTITUTE INC
CPT INSTITUTE INC is a Public Charity headquartered in TAMPA, FL. Financial data from the 2025 filing: $2.8M revenue, $3.5M expenses, $2.4M total assets. 1 publicly reported grants to this organization, totaling roughly $190K, appear in IRS filings.
EIN: 593198066
TAMPA, FL
Management & Technical Assistance
NTEE: E02
Latest filing: 2025
Total Revenue$2.8M
Total Expenses$3.5M
Total Assets$2.4M
Grant Records1
Funding Total$190K
Filing Years2020–2025
Where $100 goes at Cpt Institute Inc
How Cpt Institute Inc divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$74
Programs
the work itself
$26
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $74 for programs
$74
The organization is registered in 48 states excluding nm and ct, to administerspecial needs trusts, settlement management trusts, and minor trusts for itsclientsbeneficiaries
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
OPERATIONS
$189,641
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
Treasurer
Angela Mcallister
TRUST ADMIN
Carl Schroeder
Chairman
Dr Leonard Dunn
Secretary
Jennifer Albritton
Director
Jennifer Cook
CO-EXEC. DIR.
Kathleen Barrett
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.8M | $3.5M | $2.4M |
| 2024 | $3.4M | $2.4M | $3.2M |
| 2023 | $1.7M | $2.0M | $2.1M |
| 2022 | $2.3M | $1.7M | $2.4M |
| 2020 | $2.1M | $1.6M | $1.3M |
Between 2020 and 2025, reported annual revenue grew from $2.1M to $2.8M (+30%), with total assets most recently reported at $2.4M.
Interactive year-over-year charts and full filing details available with membership.