CPT INSTITUTE INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

WILLIAM LINDAHL

Phone

6198006492

Tax Period

2023-01-01 to 2023-12-31

CPT INSTITUTE INC, founded in 1993, is a community nonprofit in the Health Care sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $2.0M exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PRESERVE GOVERNMENT BENEFIT ELIGIBILITY FOR THE INJUURED AND AT-RISK BY PROVIDINGEDUCATION AND TRAINING TO THE LEGAL COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $1,322,123 Revenue: $1,746,009

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,746,009

Investment Income $2,381

Other Revenue $0

TOTAL REVENUE $1,748,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $885,505

Fundraising Expenses $0

Program Expenses $1,322,123

Other Expenses $1,085,949

TOTAL EXPENSES $1,971,454

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,748,390	$2,321,078	-0.2%
Expenses	$1,971,454	$1,662,787	+0.2%
Net Income	$-223,064	$658,291	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$203,372

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM LINDAHL	Executive Dir.	40.00	Officer	$167,559	$35,813	$203,372
DR LEONARD DUNN	Chairman	2.00	Officer Director	$0	$0	$0
DEBBIE DUNN	Director	2.00	Director	$0	$0	$0
MILES ALBRITTON	Director	2.00	Director	$0	$0	$0
JENNIFER ALBRITTON	Director	2.00	Director	$0	$0	$0
MICHAEL ALLRED	Director	2.00	Director	$0	$0	$0
ANGELA MCALLISTER	Treasurer	2.00	Officer Director	$0	$0	$0
JENNIFER COOK	Director	2.00	Director	$0	$0	$0
RENEE WALTER	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,748,390	$1,971,454	$2,084,114	$-223,064
2022	$2,321,078	$1,662,787	$2,414,815	$658,291
2021	$2,086,339	$1,865,256	$1,710,052	$221,083
2020	$2,145,074	$1,615,732	$1,345,392	$529,342
2019	$1,739,379	$1,571,330	$694,683	$168,049
2018	$1,549,996	$1,286,203	$471,289	$263,793