Nonprofit · EIN 99-3417161
WHEELER HOPE INC
Tax-exempt · PLAINVILLE, CT 06062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $100,500 | $778,591 | -$678,091 | $24,938,211 | $25,616,302 | -$678,091 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $100,500
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,500
- Depreciation
- $653,606
- Program services (functional)
- $778,591
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $24,938,211
- Total liabilities, end of year
- $25,616,302
- Net assets, end of year
- -$678,091
- Land, buildings and equipment
- $24,622,658
- Net assets without donor restrictions
- -$678,091
- Gross receipts
- $100,500
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2024
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SABRINA TROCCHI | PRESIDENT AND CEO Officer | 1 | $0 | $591,574 | $69,427 |
| ATHENA SZCZESNIAK | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $333,241 | $47,589 |
| MARY RODIER | CHAIR Trustee or director, Officer | 0.05 | $0 | $0 | $0 |
| MARIAN ACKER | TRUSTEE Trustee or director | 0.05 | $0 | $0 | $0 |
| TUCKER CHILDS | TRUSTEE Trustee or director | 0.05 | $0 | $0 | $0 |
| JAMES MOYLAN | TRUSTEE Trustee or director | 0.05 | $0 | $0 | $0 |
| FRANCIS VINCENT | TRUSTEE Trustee or director | 0.05 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 91 NORTHWEST DR, PLAINVILLE, CT 06062-1534
- In care of
- % ATHENA DELLAS SZCZESNIAK
- 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
- Return prepared by
- WHITTLESEY PC
Mission
WHEELER HOPE, INC. WAS FORMED TO SERVE AS A SUPPORTING ORGANIZATION FOR THE EXCLUSIVE BENEFIT OF WHEELER CLINIC, INC. AND ITS FORMATION WAS REQUIRED IN ORDER TO PARTICIPATE IN THE NEW MARKETS TAX CREDIT PROGRAM.
Program accomplishments
- WHEELER HOPE, INC. OWNS FACILITIES, WHICH IT LEASES TO WHEELER CLINIC, INC.Expenses $778,591 · revenue $100,500
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 | Check at the IRS |
IRS record
- EIN
- 99-3417161
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E32)
- Assets (IRS master file)
- $24,938,211
- Income (IRS master file)
- $100,500
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $100,500 | $778,591 | $24,938,211 | XML |
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 99-3417161).
Questions about WHEELER HOPE INC
- What is the EIN of WHEELER HOPE INC?
- The employer identification number (EIN) of WHEELER HOPE INC is 99-3417161.
- Is WHEELER HOPE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to WHEELER HOPE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does WHEELER HOPE 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 HOPE 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 HOPE 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 HOPE INC?
- The 990 for the year ended June 30, 2025 names SABRINA TROCCHI.
- Who are the officers and directors of WHEELER HOPE INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does WHEELER HOPE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $100,500, expenses of $778,591 and total assets of $24,938,211 at year end.
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