Nonprofit · EIN 06-0867065
WHEELER CLINIC INC
Tax-exempt · PLAINVILLE, CT 06062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $102,120,576 | $95,898,066 | $6,222,510 | $148,255,064 | $34,977,190 | $113,277,874 |
| June 30, 2024 | 990 | $98,467,656 | $91,259,257 | $7,208,399 | $135,481,807 | $31,132,688 | $104,349,119 |
| June 30, 2023 | 990 | $90,348,818 | $85,751,928 | $4,596,890 | $119,033,679 | $26,382,802 | $92,650,877 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $48,711,642
- of which government grants
- $48,288,871
- Program service revenue
- $46,873,225
- Investment income
- $3,325,808
- Net rental income
- $5,259
- Net gain from sales of assets
- $861,923
- Net income from fundraising events
- $88,569
- Other revenue
- $3,209,901
Expenses
- Grants and similar amounts paid
- $1,457,244
- Compensation of officers, directors and key employees
- $1,879,364
- Other salaries and wages
- $60,970,272
- Salaries, compensation and benefits (total)
- $76,424,351
- Professional fundraising fees
- $0
- Legal fees
- $82,840
- Accounting fees
- $139,201
- Occupancy
- $4,079,207
- Travel
- $566,242
- Depreciation
- $1,957,560
- Program services (functional)
- $75,623,289
- Management and general (functional)
- $20,132,596
- Fundraising (functional)
- $142,181
Balance sheet and other
- Total assets, start of year
- $135,481,807
- Total assets, end of year
- $148,255,064
- Total liabilities, end of year
- $34,977,190
- Net assets, end of year
- $113,277,874
- Land, buildings and equipment
- $23,754,330
- Publicly traded securities
- $52,063,507
- Net assets without donor restrictions
- $111,977,659
- Net assets with donor restrictions
- $1,300,215
- Gross receipts
- $110,320,219
- Employees
- 1,099
- Volunteers
- 265
- Year formed
- 1968
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SABRINA TROCCHI | PRESIDENT AND CEO Officer | 40 | $591,574 | $69,427 |
| MICHAEL TWIST | MEDICAL DIRECTOR Highest-paid employee | 40 | $387,239 | $71,171 |
| REBECCA ELECK BRUCE | MEDICAL DIRECTOR Highest-paid employee | 40 | $356,641 | $80,484 |
| ATHENA SZCZESNIAK | CHIEF FINANCIAL OFFICER Officer | 40 | $333,241 | $47,589 |
| NICOLANGELO SCIBELLI | CHIEF HEALTH STRATEGY OFFICER Key employee | 36 | $284,410 | $84,468 |
| KIMBERLY NELSON | CHIEF PROGRAM OFFICER Key employee | 40 | $251,275 | $88,179 |
| SHAUNNA MONTS | CHIEF HUMAN RESOURCES OFFI Key employee | 40 | $287,870 | $42,983 |
| BARBARA GEOGHEGAN | LEAD PHYSICIAN Highest-paid employee | 40 | $258,445 | $50,687 |
| TERESA DOMACK | DIRECTOR OF MEDICAL EDUCATION/FAMILY PHYSICIAN Highest-paid employee | 40 | $264,693 | $41,020 |
| SCOTT BERMAN | PSYCHIATRIST Highest-paid employee | 32 | $246,076 | $15,557 |
| MARY C RODIER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RACHEL TRESSY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MYRON STEWART | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JULIE VIGIL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARIAN ACKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA BARTON | TRUSTEE Trustee or director | 1 | $0 |
| TUCKER CHILDS | TRUSTEE Trustee or director | 1 | $0 |
| MARY R CONNOLLY | TRUSTEE Trustee or director | 1 | $0 |
| PATRICIA DUCLOS-MILLER | TRUSTEE Trustee or director | 1 | $0 |
| GAWDYS GRULLON | TRUSTEE Trustee or director | 1 | $0 |
| LEE HOFFMAN | TRUSTEE Trustee or director | 1 | $0 |
| JOANNE LEON | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN O'DONNELL | TRUSTEE Trustee or director | 1 | $0 |
| GARY RHULE | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD SALMON | TRUSTEE Trustee or director | 1 | $0 |
| DENNIS R WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| HYEKYUNG YANG | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SABRINA TROCCHI | PRESIDENT AND CEO Officer | 40 | $529,633 | $42,203 |
| MICHAEL TWIST | MEDICAL DIRECTOR Highest-paid employee | 40 | $373,585 | $30,697 |
| REBECCA ELECK BRUCE | MEDICAL DIRECTOR Highest-paid employee | 40 | $332,440 | $42,773 |
| NICOLANGELO SCIBELLI | CHIEF HEALTH STRATEGY OFFICER Key employee | 40 | $302,446 | $40,766 |
| ATHENA SZCZESNIAK | CHIEF FINANCIAL OFFICER Officer | 40 | $311,577 | $22,499 |
| KIMBERLY NELSON | CHIEF PROGRAM OFFICER Key employee | 40 | $247,608 | $44,005 |
| SHAUNNA MONTS | CHIEF HUMAN RESOURCES OFFI Key employee | 40 | $263,096 | $19,672 |
| RICHARD MILLER | MEDICAL DIRECTOR Highest-paid employee | 27 | $237,291 | $35,169 |
| BARBARA SZAJDA | LEAD PHYSICIAN Highest-paid employee | 40 | $251,924 | $19,592 |
| MOJISOLA G UKABI | LEAD PHYSICIAN Highest-paid employee | 40 | $239,274 | $27,675 |
| MARY C RODIER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES J HERBERT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RACHEL TRESSY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JULIE VIGIL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARIAN ACKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MELISSA BARTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TUCKER CHILDS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY R CONNOLLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA DUCLOS-MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GAWDYS GRULLON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEE HOFFMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOANNE LEON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN O'DONNELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MYRON P STEWART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DENNIS R WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HYEKYUNG YANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SABRINA TROCCHI | PRESIDENT AND CEO Officer | 40 | $463,979 | $12,152 |
| MICHAEL TWIST | MEDICAL DIRECTOR Highest-paid employee | 40 | $346,219 | $28,144 |
| NICOLANGELO SCIBELLI | CHIEF HEALTH STRATEGY OFFI Key employee | 40 | $286,904 | $36,487 |
| ATHENA SZCZESNIAK | CHIEF FINANCIAL OFFICER Officer | 40 | $288,593 | $20,986 |
| REBECCA ELECK BRUCE | MEDICAL DIRECTOR Highest-paid employee | 40 | $289,709 | $12,489 |
| RICHARD MILLER | MEDICAL DIRECTOR Highest-paid employee | 27 | $222,334 | $40,407 |
| BARBARA SZAJDA | LEAD PHYSICIAN Highest-paid employee | 40 | $236,694 | $20,649 |
| MOJISOLA G UKABI | VICE PRESIDENT Highest-paid employee | 40 | $234,805 | $8,929 |
| SHAUNNA MONTS | CHIEF HUMAN RESOURCES OFFICER Key employee | 40 | $220,587 | $13,516 |
| KIMBERLY NELSON | CHIEF PROGRAM OFFICER Key employee | 40 | $220,741 | $0 |
| ELISABETH CANNATA | VP OF CBFS Key employee | 40 | $190,515 | $12,352 |
| JON ODDO | VP AND PRINCIPAL NW VILLAG Key employee | 40 | $152,398 | $9,756 |
| MARY C RODIER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| FRANCIS VINCENT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RACHEL TRESSY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES J HERBERT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARIAN ACKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MELISSA BARTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY R CONNOLLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA DUCLOS-MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GAWDYS GRULLON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEE HOFFMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOANNE LEON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN O'DONNELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LICEDIA SOUCHET | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MYRON P STEWART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIE VIGIL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DENNIS R WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HYEKYUNG YANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 91 NORTHWEST DR, PLAINVILLE, CT 06062-1534
- Principal officer (990 for 2024)
- SABRINA TROCCHI, 91 NORTHWEST DRIVE, PLAINVILLE, CT 06062
- Signed the 990
- ATHENA SZCZESNIAK, CHIEF FINANCIAL OFFICER
- Phone
- (860) 793-3500
- Website
- WWW.WHEELERHEALTH.ORG
- Return prepared by
- WHITTLESEY PC
Mission
WHEELER CLINIC, INC. PROVIDES EQUITABLE ACCESS TO INNOVATIVE CARE THAT IMPROVES HEALTH, RECOVERY AND GROWTH AT ALL STAGES OF LIFE.
Program accomplishments
- HEALTH AND WELLNESS . . . AS A FEDERALLY QUALIFIED HEALTH CENTER WHEELER OFFERS INTEGRATED PRIMARY CARE, BEHAVIORAL HEALTH PREVENTIVE DENTAL AND SUPPORT SERVICES TO MEDICALLY-UNDERSERVED, LOW-INCOME AND VULNERABLE POPULATIONS IN BRISTOL, HARTFORD, WATERBURY, PLAINVILLE, NEW BRITAIN AND SURROUNDING TOWNS.Expenses $31,134,399 · revenue $33,884,071
- CHILDREN'S OUTPATIENT & COMMUNITY-BASED SERVICES. . . PROVIDES A CONTINUUM OF CRISIS, OUTPATIENT, DAY TREATMENT AND INTENSIVE IN-HOME PROGRAMS AND SERVICES FOR CHILDREN AND FAMILIES INVOLVED THE DEPARTMENTS OF CHILDREN AND FAMILIES AND DEVELOPMENTAL SERVICES AS WELL AS YOUTH INVOLVED IN THE JUVENILE COURTS. OUR HOME-LIKE ENVIRONMENT FOR CHILDREN WITH BEHAVIORAL HEALTH CHALLENGES AND CHILD WHO HAVE BEEN REMOVED FROM THEIR HOME DUE TO ABUSE OR NEGLECT. SERVICES ARE PROVIDED IN CLINIC FACILITIES IN BRISTOL, HARTFORD, MIDDLETOWN, NEW HAVEN, PLAINVILLE AND WATERBURY AS WELL AS IN HOMES, SCHOOLS AND COMMUNITIES IN ALL OR PART OF HARTFORD, FAIRFIELD, LITCHFIELD, MIDDLESEX, NEW HAVEN AND TOLLAND COUNTIES.Expenses $14,871,023 · revenue $2,490,173
- COMMUNITY-BASED FAMILY SERVICES . . . PROVIDE FAMILY STRENGTHENING, INTENSIVE IN-HOME, THERAPEUTIC FOSTER CARE, AND JUVENILE RISK REDUCTION INTERVENTION SERVICES TO CHILDREN AND FAMILIES INVOLVED IN CHILD WELFARE AND JUVENILE JUSTICE SYSTEMS. THE DEPARTMENT ALSO INCLUDES AN INNOVATIVE PRIMARY CARE/BEHAVIORAL HEALTH INTEGRATION PROGRAM, AND PRACTICE INNOVATION PROJECTS INITIATIVES. SERVICES ARE PROVIDED IN HARTFORD, NEW BRITAIN, PLAINVILLE AND WATERBURY AS WELL AS IN COMMUNITY SETTINGS THROUGHOUT THE GREATER HARTFORD, NEW BRITAIN/BRISTOL AND WATERBURY COMMUNITIES.Expenses $9,135,531 · grants $624,299 · revenue $6,539
- CHILDREN'S EDUCATIONAL SERVICES . . . INCLUDE ACADEMIC AND CLINICAL SUPPORTS FOR CHILDREN AND ADOLESCENTS WITH SERIOUS BEHAVIOR CHALLENGES WHO ARE REFERRED BY PUBLIC SCHOOLS FROM 50 TOWNS.Expenses $7,101,197 · revenue $9,231,748
- ADULT SERVICES . . . PROVIDES A BROAD RANGE OF INTERVENTION, RECOVERY AND RECIDIVISM REDUCTION PROGRAMS FOR INDIVIDUALS INVOLVED WITH JUSTICE SYSTEM, AS WELL AS BEHAVIORAL HEALTH SUPPORTS FOR THE COMMUNITY. THESE SERVICES ARE PROVIDED IN FACILITIES IN BRISTOL, HARTFORD, MIDDLETOWN, MERIDEN, NEW BRITAIN, PLAINVILLE AND WATERBURY AS WELL AS IN STATE FACILITIES.Expenses $5,802,051 · revenue $125,434
- EARLY CHILDHOOD AND EVALUATION SERVICES . . . INCLUDES STATE AND FEDERALLY FUNDED PROGRAMS THAT SUPPORT YOUNG CHILDREN, PARENTS/CAREGIVERS AND EARLY CHILDHOOD EDUCATORS IN HOMES SCHOOLS AND COMMUNITIES.Expenses $3,311,711 · grants $377,480 · revenue $774,990
- CONNECTICUT CENTER FOR PREVENTION, WELLNESS AND RECOVERY . . . IS THE STATE'S MOST COMPREHENSIVE RESOURCE FOR BEHAVIORAL HEALTH INFORMATION AND A LEADING PROVIDER OF PROFESSIONAL TRAINING AND DEVELOPMENT OPPORTUNITIES, AND PREVENTION AND HEALTH PROMOTION SERVICES STATEWIDE. THE DEPARTMENT INCLUDES THE WHEELER EMPLOYEE ASSISTANCE PROGRAM.Expenses $4,267,377 · grants $455,465 · revenue $360,270
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0867065
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F200)
- Assets (IRS master file)
- $148,255,064
- Income (IRS master file)
- $110,320,219
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $102,120,576 | $95,898,066 | $148,255,064 | XML |
| 990 | June 2024 | $98,467,656 | $91,259,257 | $135,481,807 | XML |
| 990 | June 2023 | $90,348,818 | $85,751,928 | $119,033,679 | XML |
| 990 | June 2022 | $87,239,499 | $79,648,055 | $102,872,235 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0867065).
Questions about WHEELER CLINIC INC
- What is the EIN of WHEELER CLINIC INC?
- The employer identification number (EIN) of WHEELER CLINIC INC is 06-0867065.
- Is WHEELER CLINIC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to WHEELER CLINIC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHEELER CLINIC INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WHEELER CLINIC INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHEELER CLINIC INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WHEELER CLINIC INC?
- The 990 for the year ended June 30, 2025 names SABRINA TROCCHI.
- Who are the officers and directors of WHEELER CLINIC INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 10 received compensation from the organization, the highest $591,574 (SABRINA TROCCHI, PRESIDENT AND CEO).
- How much revenue does WHEELER CLINIC INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $102,120,576, expenses of $95,898,066 and total assets of $148,255,064 at year end.
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All nonprofits in PLAINVILLE · Connecticut · Mental health and crisis intervention