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Florida · Nonprofit

CPT INSTITUTE INC

CPT INSTITUTE INC (Florida) receives grants from 1 organization whose IRS filings report $189,641 to it, the largest being THE SPECIAL NEEDS TRUST NETWORK INCORPORATED ($189,641). 0 of them have funded it in more than one year.

Revenue FY2025
$2.8M
Funders on record
1
Grants received
$190k
Net assets
$2.2M
0/1 repeat funderspeak grant-dependency 11%
01What it does

What Cpt Institute Inc does

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.

As stated on its FY2025 Form 990.

Program

  1. 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.

    $2,614,802 spent$2,741,960 earned by the program
    100% of program spending

The program described on its FY2025 Form 990. Program spending in total: $2,614,802.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.2M) Expenses 100 ($1.2M) Net assets 100 ($167k)2018 Revenue 125 ($1.5M) Expenses 109 ($1.3M) Net assets 258 ($431k)2019 Revenue 140 ($1.7M) Expenses 133 ($1.6M) Net assets 359 ($599k)2020 Revenue 173 ($2.1M) Expenses 137 ($1.6M) Net assets 676 ($1.1M)2021 Revenue 168 ($2.1M) Expenses 158 ($1.9M) Net assets 809 ($1.3M)2022 Revenue 187 ($2.3M) Expenses 141 ($1.7M) Net assets 1240 ($2.1M)2023 Revenue 141 ($1.7M) Expenses 167 ($2.0M) Net assets 1115 ($1.9M)2024 Revenue 277 ($3.4M) Expenses 204 ($2.4M) Net assets 1731 ($2.9M)2025 Revenue 224 ($2.8M) Expenses 298 ($3.5M) Net assets 1291 ($2.2M)
'17'18'19'20'21'22'23'24'25
Revenue (224)Expenses (298)Net assets (1291)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $2.1M to $3.2M (+52%).

$203k
$471k
$695k
$1.3M
$1.7M
$2.4M
$2.1M
$3.2M
$2.4M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 7%. Grants only. Government contracts and fees sit inside program revenue.

0% of CPT INSTITUTE INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (51% for the typical peer).

This organization
Typical peer · 8,611 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.

$63k
’17
$264k
’18
$168k
’19
$529k
’20
$221k
’21
$658k
’22
−$223k
’23
$1.0M
’24
−$733k
’25
3.6
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Dr Leonard Dunn

Chairman

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed67999881011
Joined·+1+3+0+0+0+0+3+2
No longer listed·01001011
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

Funder
'23
total
funders
1

From the IRS filings of CPT INSTITUTE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

CPT INSTITUTE INC draws 100% of its grant income from funders outside Florida, across 1 state in all.

CO

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

CPT INSTITUTE INC is better cushioned than half of the 4,665 health nonprofits its size.

Operating margin−26% · bottom quartile
Months of reserve3.6mo · above the median
Revenue growth (annualized)11% · above the median

this organization peer median middle 50% of peers· 4,665 health nonprofits $1M–$10M, FY2025

Organizations like CPT INSTITUTE INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Florida

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

74% of spending goes to programs.

Program 74%Management 26%Fundraising 0%

Governance

7
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

99%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 9 states

NH
MA
OR
OH
PA
CA
UT
VA
HI

Screen this organization

A dated, signed PDF of the compliance screen for CPT INSTITUTE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds CPT INSTITUTE INC?
CPT INSTITUTE INC (Florida) receives grants from 1 organization whose IRS filings report $189,641 to it, the largest being THE SPECIAL NEEDS TRUST NETWORK INCORPORATED ($189,641). 0 of them have funded it in more than one year.
How many funders does CPT INSTITUTE INC have?
IRS filings report 1 organization giving $189,641 in grants to CPT INSTITUTE INC.
Who is the largest funder of CPT INSTITUTE INC?
THE SPECIAL NEEDS TRUST NETWORK INCORPORATED is the largest funder on record, with $189,641 in grants. The full list of funders is on this page.
How can an organization like CPT INSTITUTE INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Cpt Institute →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing