2024-05-10T13:57:08-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 941674865 THE WRIGHT INSTITUTE WRIG 5108419230 2728 DURANT AVENUE BERKELEY CA 94704 TRICIA O'REILLY VP OF FINANCE AND ADMIN AFFAIRS 5108419230 2024-05-09 1 TRICIA OREILLY 999009999 1 MATTHEW PETROSKI P00853132 9257902600 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRICIA O'REILLY 2728 DURANT AVENUE BERKELEY CA 94704 16749138 0 X WWW.WI.EDU X 1968 CA GRADUATE SCHOOL OF PSYCHOLOGY. 12 11 352 75 0 0 2485579 560507 15249892 15803338 14104 368683 13598 16610 17763173 16749138 1756168 1487394 0 0 10031204 10560155 0 0 0 3596434 3684684 15383806 15732233 2379367 1016905 28372581 31495439 2511138 3485274 25861443 28010165 GRADUATE SCHOOL OF PSYCHOLOGY. 0 0 11411287 1487394 15295144 ESTABLISHED IN 1968, THE WRIGHT INSTITUTE IS A FULLY-ACCREDITED GRADUATE SCHOOL OF PSYCHOLOGY AND OFFERS BOTH MASTER'S AND DOCTORAL LEVEL DEGREES. THE INSTITUTE WAS FOUNDED WITH THE MISSION OF EDUCATING CLINICIANS TO SOCIETY - CLINICIANS WHOSE PRACTICE WILL MEET THE NEEDS OF THE DIVERSE COMMUNITIES OF THE SAN FRANCISCO BAY AREA. COMMITTED TO INTEGRATING KNOWLEDGE OF SOCIAL ISSUES WITH CLINICAL PSYCHOLOGY, STUDENTS LEARN TO ANALYZE AND EVALUATE RESEARCH, THEORY, AND PRACTICE; AND MAKE APPROPRIATE USE OF THE EVOLVING BODY OF PSYCHOLOGICAL KNOWLEDGE. THE INSTITUTE CURRENTLY ENROLLS 500 STUDENTS. 2354628 524804 THE WRIGHT INSTITUTE STUDENTS RECEIVE DIRECT TRAINING IN A VARIETY OF CLINICAL SETTINGS, PROVIDING PSYCHOLOGICAL SERVICES TO CLIENTS FROM LOW-INCOME COMMUNITIES THROUGHOUT THE GREATER BAY AREA. 13765915 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 352 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X TRICIA O'REILLY 5108419230 2728 DURANT AVENUE BERKELEY CA 94704 KATHERINE MCGOVERN FACULTY TRUSTEE 40.00 X 165493 0 0 VERONIQUE THOMPSON FACULTY TRUSTEE (THRU 10/22) 40.00 X 172545 0 18040 DANIEL GOLDSTINE PHD CHAIR 1.00 X X 0 0 0 CONSTANCE SCOTT VICE CHAIR 1.00 X X 0 0 0 KEITH ALWARD PHD TRUSTEE 1.00 X 0 0 0 JUDY DEVRIES TRUSTEE 1.00 X 0 0 0 JUDY HUANG TRUSTEE 1.00 X 0 0 0 MATTHEW NEWMAN MPP TRUSTEE 1.00 X 0 0 0 MYRON OKADA JD TRUSTEE 1.00 X 0 0 0 NINA PATEL TRUSTEE (THRU 10/22) 1.00 X 0 0 0 NAOMI POLLACK TRUSTEE 1.00 X 0 0 0 MICHAEL R SMITH JD TRUSTEE 1.00 X 0 0 0 NORA TORRES ANGLIN TRUSTEE 1.00 X 0 0 0 MARNI WELCH TRUSTEE 1.00 X 0 0 0 PETER DYBWAD PRESIDENT 40.00 X 531528 0 14575 TRICIA O'REILLY VP OF FINANCE AND ADMIN AFFAIRS 40.00 X 243203 0 17813 ALEXIS CARROLL SECRETARY 35.00 X 78841 0 7583 VIRGINIA MORGAN DEAN OF STUDENTS AND ASSISTANT SECRE 40.00 X 139301 0 10635 GILBERT NEWMAN VP FOR ACADEMIC AFFAIRS 40.00 X 289298 0 800 MILENA ESHERICK PROGRAM DIRECTOR 40.00 X 203880 0 7550 SEUNG HEE YOO FACULTY 40.00 X 143248 0 5720 JOHN PITTS DIRECTOR OF ADMISSIONS 40.00 X 147286 0 11061 REBECCA STEVENSON ASSISTANT PROGRAM DIRECTOR 40.00 X 139671 0 11112 2254294 0 104889 34 0 1 0 HARMONY SERVICES PO BOX 2612 FRAMINGHAM MA 01703 IT SERVICES 407112 PAUL JORDAN 2129 BRAEMAR ROAD OAKLAND CA 94602 BUILDING MAINTENANCE AND REPAIR 146153 LIEBERT CASSIDY WHITMORE 6033 WEST CENTURY BLVD LOS ANGELES CA 90045 LEGAL SERVICES 135207 3 404176 156331 560507 TUITION AND FEES 611600 15275328 15275328 CLINIC FEES 621300 524804 524804 WORKSHOP FEES 621300 3206 3206 15803338 368683 368683 MISC. REVENUE 900099 16610 16610 16610 16749138 15819948 0 368683 1487394 1487394 1543583 737910 805673 7579542 7168502 411040 763671 709673 53998 673359 612678 60681 211239 211239 54450 54450 364655 272511 92144 163205 163205 421056 401253 19803 423809 316718 107091 953593 903427 50166 45181 45181 508161 491579 16582 223948 193270 30678 LIBRARY EXPENSES 127334 127334 GRADUATION/ORIENTATION 64036 63740 296 BAD DEBT 52144 52144 PROFESSIONAL DEVELOPMEN 22859 22753 106 49014 48787 227 15732233 13765915 1966318 0 74136 52423 1843403 2911319 628703 649731 278829 249155 201371 115821 18051986 6498455 11813673 11553531 11071154 15032707 2461312 0 0 930752 28372581 31495439 1172281 1192795 1001569 1063380 337288 1229099 2511138 3485274 X 25796651 27932391 64792 77774 25861443 28010165 28372581 31495439 1016905 1131817 0 X 0 1 X 1 1 1 X 143877 167652 308811 2485579 560507 3666426 15225685 15467518 16447815 15249892 15803338 78194248 15369562 15635170 16756626 17735471 16363845 81860674 0 0 0 81860674 105161 81228 3000 14104 368683 572176 105161 81228 3000 14104 368683 572176 47797 11144 13598 16610 89149 15474723 15764195 16770770 17763173 16749138 82521999 0.99200 0.99600 0.00690 0.00310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13532466 630000 1500241 15662707 11986036 2035000 -488570 13532466 8663498 2540000 782538 11986036 7852667 80831 -730000 8663498 6991044 261623 -1330000 730000 7852667 1.00000 0 0 2676387 2676387 1991258 486600 1504658 12066442 4803077 7263365 111052 111052 0 1206847 1097726 109121 11553531 REFUNDABLE ADVANCE 284062 LEASE LIABILITY 945037 1229099 X 17635716 1131817 199403 -444642 886578 16749138 0 16749138 15486994 199403 -444642 -245239 15732233 0 15732233 PART X, LINE 2: THE INSTITUTE HAS RECEIVED DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA INDICATING THAT THE INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954, AS AMENDED AND THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA, RESPECTIVELY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE INSTITUTE HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THE INSTITUTE DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -444,642. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -444,642. 1 FEDERAL WORK STUDY 37 120000 FMV DIRECT CREDIT TO STUDENT ACCOUNT SCHOLARSHIPS 192 823510 FMV DIRECT CREDIT TO STUDENT ACCOUNT STIPENDS 20 326335 PAID THROUGH AGENCY OR DIERCTLY TO BANK ACCOUNT STUDENT WORK GRANTS 140 217549 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: TO AWARD THESE FUNDS, THE FINANCIAL AID OFFICE USES STUDENT APPLICATIONS, ENROLLMENT DATA, AND DATA FROM THE FAFSA TO DETERMINE AWARDS AND STUDENT ELIGIBILITY. FOR ALL OTHER FEDERAL AID PROGRAMS, WE FOLLOW STRICT FEDERAL GUIDELINES FOR DETERMINING ELIGIBILITY AND USE OF FUNDS, DOCUMENT ALL USE, AND ARE AUDITED ANNUALLY. ALL AWARDS ARE DOCUMENTED. X X X X 0 0 0 0 0 0 0 0 0 PETER DYBWAD PRESIDENT 504528 0 0 0 27000 0 0 0 14575 0 546103 0 0 0 GILBERT NEWMAN VP FOR ACADEMIC AFFAIRS 280298 0 0 0 9000 0 0 0 800 0 290098 0 0 0 TRICIA O'REILLY VP OF FINANCE AND ADMIN AFFAIRS 216203 0 0 0 27000 0 0 0 17813 0 261016 0 0 0 MILENA ESHERICK PROGRAM DIRECTOR 183380 0 0 0 20500 0 0 0 7550 0 211430 0 0 0 VERONIQUE THOMPSON FACULTY TRUSTEE (THRU 10/22) 169474 0 0 0 3071 0 0 0 18040 0 190585 0 0 0 KATHERINE MCGOVERN FACULTY TRUSTEE 165493 0 0 0 0 0 0 0 0 0 165493 0 0 0 JOHN PITTS DIRECTOR OF ADMISSIONS 126786 0 0 0 20500 0 0 0 11061 0 158347 0 0 0 REBECCA STEVENSON ASSISTANT PROGRAM DIRECTOR 136327 0 0 0 3344 0 0 0 11112 0 150783 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ITS FILING, THE FORM 990 IS REVIEWED BY THE PRESIDENT AND VICE PRESIDENT, AND IT IS PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE OF CONFLICTS OF INTEREST BY ALL BOARD MEMBERS AND KEY EMPLOYEES IS REQUIRED ANNUALLY. THESE DISCLOSURES ARE MONITORED BY MANAGEMENT. CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, OFFICERS, EMPLOYEES, AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS. STATEMENTS ARE REQUIRED ANNUALLY AND EXISTENCE OF A PAST OR POTENTIAL FINANCIAL INTEREST SHALL BE REPORTED IMMEDIATELY TO THE PRESIDENT AND CHAIR OF THE BOARD OF TRUSTEES. THE CHAIR OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVE ACTIONS. AN INTERESTED PERSON SHALL LEAVE ANY MEETING DURING DISCUSSION OF, AND THE VOTE ON, OF ANY SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT AND OTHER OFFICERS IS REVIEWED AND APPROVED ANNUALLY BY THE FINANCE AND PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES. COMPARABILITY DATA FROM QUATT ASSOCIATES AND OTHER SURVEYS IS USED TO DETERMINE COMPENSATION LEVELS. THE DELIBERATION IS DOCUMENTED IN THE MINUTES OF THE COMMITTEE. COMPARABILITY DATA WAS LAST SURVEYED IN MAY 2021. THE DELIBERATION IS DOCUMENTED IN THE MINUTES OF THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.