INSTITUTE FOR HEALTH CARE ADVOCACY
1 CIVIC CENTER DRIVE 310, SAN MARCOS, CA 92069 www.cpttrust.org

Total Revenue
$1,739,379
Total Expenses
$1,571,330
Net Assets
$598,585

Organizations Filed Purposes: Providing education and resources to the professional community serving the most vulnerable individuals in our society.

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 client.

The Organization provides education to the professional community to encourage such provisions for vulnerable individuals. The Organization is registered in 48 states to administer Special Needs Trusts, Settlement Management Trusts and Minor Trusts for its clientbeneficiaries. As a nonprofit trustee, the Organization is identified as the remainderman beneficiary on the trusts allowing the Organization to provide low cost trustee services to individuals who have suffered serious disabling injuries or other circumstances impairing their independence.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
William LindahlExecutive Dir.40$144,080
Renee WalterDirector2$0
Jennifer CookDirector2$0
Angela McallisterDirector2$0
John MarchiniDirector2$0
Michael AllredDirector2$0
Jennifer AlbrittonDirector2$0
Miles AlbrittonTreasurer2$0
Debbie DunnDirector2$0
Dr Leonard DunnPresident2$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202003189349313560_public.xml