Civic Intelligence

Wheeler Clinic Inc

EIN 06-0867065 • 501(c)3 • Plainville, CT

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Profile

Wheeler clinic, inc. Provides equitable access to innovative care that improves health, recovery and growth at all stages of life.

91 Northwest DrivePlainville, CT 06062

www.wheelerclinic.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.24x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.34x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

55th percentile

6.1%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$661,001

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

65th percentile

9.4%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

3.7%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$148,255,064

Up $12,773,257 (+9.4%) from 2024

Liabilities

Up

$34,977,190

Up $3,844,502 (+12%) from 2024

Net Assets

Up

$113,277,874

Up $8,928,755 (+8.6%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin55th percentile

Revenue

Up

$102,120,576

Up $3,652,920 (+3.7%) from 2024

Expenses

Up

$95,898,066

Up $4,638,809 (+5.1%) from 2024

Net Income

Down

$6,222,510

Down $985,889 (-14%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $26,131,797Liabilities 2010: $6,484,241Net Assets 2010: $19,647,5562010Assets 2011: $30,483,272Liabilities 2011: $7,894,866Net Assets 2011: $22,588,4062011Assets 2012: $33,713,927Liabilities 2012: $8,834,051Net Assets 2012: $24,879,8762012Assets 2013: $40,474,428Liabilities 2013: $9,724,313Net Assets 2013: $30,750,1152013Assets 2014: $49,742,250Liabilities 2014: $10,058,109Net Assets 2014: $39,684,1412014Assets 2015: $54,836,162Liabilities 2015: $9,782,824Net Assets 2015: $45,053,3382015Assets 2016: $60,556,239Liabilities 2016: $10,963,809Net Assets 2016: $49,592,4302016Assets 2017: $68,125,355Liabilities 2017: $10,205,703Net Assets 2017: $57,919,6522017Assets 2018: $75,681,451Liabilities 2018: $11,293,636Net Assets 2018: $64,387,8152018Assets 2019: $82,913,055Liabilities 2019: $12,844,452Net Assets 2019: $70,068,6032019Assets 2020: $89,716,277Liabilities 2020: $14,178,642Net Assets 2020: $75,537,6352020Assets 2021: $105,642,314Liabilities 2021: $15,982,823Net Assets 2021: $89,659,4912021Assets 2022: $102,872,235Liabilities 2022: $17,275,474Net Assets 2022: $85,596,7612022Assets 2023: $119,033,679Liabilities 2023: $26,382,802Net Assets 2023: $92,650,8772023Assets 2024: $135,481,807Liabilities 2024: $31,132,688Net Assets 2024: $104,349,1192024Assets 2025: $148,255,064Liabilities 2025: $34,977,190Net Assets 2025: $113,277,8742025

Highlighted filing

2025

Assets$148,255,064
Liabilities$34,977,190
Net Assets$113,277,874
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0Expenses 2010: $46,301,8782010Revenue 2011: $49,470,870Expenses 2011: $48,413,276Net Income 2011: $1,057,5942011Expenses 2012: $50,813,0972012Revenue 2013: $58,157,146Expenses 2013: $54,468,004Net Income 2013: $3,689,1422013Revenue 2014: $62,821,508Expenses 2014: $56,898,362Net Income 2014: $5,923,1462014Revenue 2015: $67,361,446Expenses 2015: $61,932,441Net Income 2015: $5,429,0052015Revenue 2016: $72,522,218Expenses 2016: $67,204,016Net Income 2016: $5,318,2022016Revenue 2017: $72,700,585Expenses 2017: $67,526,543Net Income 2017: $5,174,0422017Revenue 2018: $74,382,160Expenses 2018: $68,440,193Net Income 2018: $5,941,9672018Revenue 2019: $74,330,928Expenses 2019: $70,706,981Net Income 2019: $3,623,9472019Revenue 2020: $80,288,067Expenses 2020: $74,835,769Net Income 2020: $5,452,2982020Revenue 2021: $82,494,191Expenses 2021: $76,467,148Net Income 2021: $6,027,0432021Revenue 2022: $87,239,499Expenses 2022: $79,648,055Net Income 2022: $7,591,4442022Revenue 2023: $90,348,818Expenses 2023: $85,751,928Net Income 2023: $4,596,8902023Revenue 2024: $98,467,656Expenses 2024: $91,259,257Net Income 2024: $7,208,3992024Revenue 2025: $102,120,576Expenses 2025: $95,898,066Net Income 2025: $6,222,5102025

Highlighted filing

2025

Revenue$102,120,576
Expenses$95,898,066
Net Income$6,222,510
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$148,255,064
Liabilities
$34,977,190
Net assets
$113,277,874
Revenue
$102,120,576
Expenses
$95,898,066
Net income
$6,222,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$35.0$113$102$95.9$6.22
2024Detailed filing. Detailed filing data is available for this year.$135$31.1$104$98.5$91.3$7.21
2023Detailed filing. Detailed filing data is available for this year.$119$26.4$92.7$90.3$85.8$4.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$17.3$85.6$87.2$79.6$7.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$16.0$89.7$82.5$76.5$6.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.7$14.2$75.5$80.3$74.8$5.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.9$12.8$70.1$74.3$70.7$3.62
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.7$11.3$64.4$74.4$68.4$5.94
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.1$10.2$57.9$72.7$67.5$5.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.6$11.0$49.6$72.5$67.2$5.32
2015Detailed filing. Detailed filing data is available for this year.$54.8$9.78$45.1$67.4$61.9$5.43
2014Detailed filing. Detailed filing data is available for this year.$49.7$10.1$39.7$62.8$56.9$5.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.5$9.72$30.8$58.2$54.5$3.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$8.83$24.9$50.8
2011Summary only. Only limited summary data is available for this year.$30.5$7.89$22.6$49.5$48.4$1.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$6.48$19.6$46.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.5
Gross Receipts
$110,320,219
Mission and Program Overview

Mission

Wheeler clinic, inc. Provides equitable access to innovative care that improves health, recovery and growth at all stages of life.

Wheeler provides equitable access to innovative care that improves health, recovery and growth at all stages of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$47,342,282$52,063,507▲ $4,721,225
Savings and Temporary Cash Investments$22,012,748$28,119,136▲ $6,106,388
Land, Buildings, and Equipment, Net$48,089,703$23,754,330▼ $24,335,373
Other Notes and Loans Receivable, Net$0$6,136,150▲ $6,136,150
Accounts Receivable$3,623,661$5,846,373▲ $2,222,712
Cash and Non-Interest-Bearing Accounts$5,135,016$4,903,298▼ $231,718
Pledges and Grants Receivable$4,763,764$2,392,873▼ $2,370,891
Prepaid Expenses and Deferred Charges$1,002,974$725,431▼ $277,543
Total Assets$135,481,807$148,255,064▲ $12,773,257
Other Assets Total$3,511,659$24,313,966▲ $20,802,307
Liabilities
Accounts Payable and Accrued Expenses$10,586,907$10,857,023▲ $270,116
Deferred Revenue$9,591,424$10,421,437▲ $830,013
Other Liabilities$3,690,722$7,557,335▲ $3,866,613
Mortgage Notes Payable Secured by Investment Property$7,263,635$6,141,395▼ $1,122,240
Total Liabilities$31,132,688$34,977,190▲ $3,844,502
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$102,696,305$111,977,659▲ $9,281,354
Net Assets With Donor Restrictions$1,652,814$1,300,215▼ $352,599
Total Net Assets Fund Balance$104,349,119$113,277,874▲ $8,928,755
Total Liabilities and Net Assets / Fund Balance$135,481,807$148,255,064▲ $12,773,257

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,095,259$15,422,269$35,517,528
Equipment$1,334,476$8,631,438$9,965,914
Land$2,324,595-$2,324,595
Other Assets Org$17,169,639--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$47,342,282-▲ $4,875,304$46,481$52,063,507
2023$46,657,292-▲ $5,864,598$5,034,990$47,342,282
2022$43,453,081-▲ $3,316,357-$46,657,292
2021$49,095,384-▼ $5,519,252-$43,453,081
2020$38,822,499-▲ $10,387,301-$49,095,384
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sabrina TrocchiPresident and CEOFT$591,574$69,427$661,001
Michael TwistMedical DirectorFT$387,239$71,171$458,410
Rebecca Eleck BruceMedical DirectorFT$356,641$80,484$437,125
Athena SzczesniakChief Financial OfficerFT$333,241$47,589$380,830
Nicolangelo ScibelliChief Health Strategy OfficerFT$284,410$84,468$368,878
Kimberly NelsonChief Program OfficerFT$251,275$88,179$339,454
Shaunna MontsChief Human Resources OffiFT$287,870$42,983$330,853
Barbara GeogheganLead PhysicianFT$258,445$50,687$309,132
Teresa DomackDirector of Medical Education/family PhysicianFT$264,693$41,020$305,713
Teresa DomackDirector of Medical Education/family-$264,693$41,020$305,713
Scott BermanPsychiatristPT$246,076$15,557$261,633

Board Members and Trustees

NameTitle
Mary C RodierChair
Rachel TressyVice Chair
BRIAN O'DONNELLTrustee
Dennis R WilliamsTrustee
Gary RhuleTrustee
Gawdys GrullonTrustee
Hyekyung YangTrustee
Joanne LeonTrustee
Lee HoffmanTrustee
Marian AckerTrustee
Mary R ConnollyTrustee
Melissa BartonTrustee
Patricia Duclos-millerTrustee
Richard SalmonTrustee
Tucker ChildsTrustee
Julie VigilSecretary
Myron StewartTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Downes Construction Company LLCContractor Build Out200 STANLEY STREET, New Britain, CT 06050$11,723,592
Newfield Construction Group LLCContractor Build Out225 NEWFIELD AVENUE, Hartford, CT 06106$568,733
Preferred Building Maintenance LLCJanitorial Services40 SOUTH END PLAZA, New Milford, CT 06776$449,211
Sahani Gurender SinghContracted Psychiatrist43 WEST HILLS DRIVE, Avon, CT 06001$275,250
Tecton Architects PCContractor Build Out34 SEQUASSEN STREET STE 200, Hartford, CT 06106$245,385
Revenue and Support

Revenue Composition

Contributions and Grants
$48,711,642
Program Service Revenue
$46,873,225
Investment Income
$3,325,808
Other Revenue
$3,209,901
All Other Contributions
$422,771
Change in Net Assets
$6,222,510

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies100$235,928Fair Market Value (FMV)
Total Noncash Contributions100$235,928-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$76,424,351
Other Expenses$18,016,471
Grants and Similar Amounts Paid$1,457,244
Total Fundraising Expense$142,181
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,421,488$9,444,833$103,951$60,970,272
Other Employee Benefits$5,144,567$1,338,120$5,565$6,488,252
Payroll Taxes$3,756,430$805,953$7,491$4,569,874
Occupancy$3,138,662$936,744$3,801$4,079,207
Office Expenses$2,480,754$1,537,366$2,891$4,021,011
Information Technology$1,591,493$981,946$1,060$2,574,499
Pension Plan Contributions$2,010,378$501,409$4,802$2,516,589
Depreciation Depletion$1,048,416$906,814$2,330$1,957,560
Current Officers, Directors, Trustees, and Key Employees$267,937$1,611,427-$1,879,364
Fees for Services Other$1,246,408$580,412$1,596$1,828,416
Grants to Domestic Orgs$1,457,244--$1,457,244
Advertising$660,536$407,549$5,492$1,073,577
Insurance$508,966$237,009$652$746,627
Travel$409,803$156,119$320$566,242
Conferences and Meetings$306,148$116,631$239$423,018
Interest$174,059$167,117$1,991$343,167
Fees for Services Accounting-$139,201-$139,201
Fees for Service Investment Mgmnt Fees-$107,598-$107,598
Fees for Services Legal-$82,840-$82,840
Fees for Services Lobbying-$43,508-$43,508
Fees for Services Management-$30,000-$30,000
Total Functional Expenses$75,623,289$20,132,596$142,181$95,898,066
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Residences IncNewingtown, CT501(c)(3)The Purpose of the Grant Is to Organize and Deliver Services for the Functional Family Therapy-foster Care. the Service Will Engage Families Who Have Been Referred From Dcf Area Offices to Enter Into the Fft Program.$257,347
Young Womens Christian Association of New Britain (ywca)New Britain, CT501(c)(3)PURPOSE OF GRANT OR ASSISTANCE: TO PROVIDE FACILITY, ADMINISTRATIVE AND DIRECT SERVICES RELATED TO THE TITCC/LEAPP PROGRAM.$238,437
Human Resources Agency of New Britain IncHartford, CT501(c)(3)The Purpose of the Grant Is to Organize and Deliver Services for the Community Support for Families Program in Dcf Region 6. the Service Will Engage Families Who Have Received a Family Assessment Response From Dcf and Connect Them to Concrete, Traditional and Non-traditional Resources and Services in the Community.$195,906
African Caribbean American Parents of Children With Disabilities IncHartford, CT501(c)(3)The Purpose of the Grant Is to Provide an Evidence-based Early Childhood Program That Provides Parent Support and Education to Families With Young Children Ages Birth to Five. Oec Home Visiting Program Is a Secondary Prevention Service That Is Made Available to Any Families With Children in the Age Range Who Are Identified or Self-identified as Needing Support.$139,043
Hispanic Health Council IncHartford, CT501(c)(3)The Purpose of the Grant Is to Organize and Deliver Services for the Reunification and Therapeutic Family Time Program. the Service Will Engage Families Who Have Been Referred From Dcf Area Offices With the Goal of Providing Reunification Readiness Assessments, Reunification Services And/or Therapeutic Family Time.$124,420
African Caribbean American Parents of Children With Disabilities IncHartford, CT501(c)(3)The Purpose of the Grant Is to Organize and Deliver Services for the Reunification and Therapeutic Family Time Program. the Service Will Engage Families Who Have Been Referred From Dcf Area Offices With the Goal of Providing Reunification Readiness Assessments, Reunification Services And/or Therapeutic Family Time.$41,075
TricircleMeriden, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$28,300
Fairfield UniversityFairfield, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$20,000
Central Ct State UniversityNew Britain, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Connecticut CollegeNew London, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Eastern Ct State UniversityWillimantic, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Gbapp IncBridgeport, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$10,000
Goodwin UniversityEast Hartford, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Inpower Ct IncHamden, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$10,000
Ledge Light Health DistrictNew London, CTN/aTHE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$10,000
Mitchell CollegeNew London, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
New Horizon Living CentersBristol, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$10,000
New Life Ii Recovery Community CenterNew Britain, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$10,000
Northwestern Ct Community CollegeWinsted, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Southern Ct State UniversityNew Haven, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Town of SouthingtonSouthington, CTN/aTHE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$10,000
Town of West HartfordWest Hartford, CTN/aTHE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$10,000
United Services IncDayville, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$10,000
University of ConnecticutStorrs, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
University of HartfordWest Hartford, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
University of New HavenWest Haven, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Wesleyan UniversityMiddletown, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Western Ct State UniversityDanbury, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Yale UniversityNew Haven, CT501(c)(3)The Sor Mini-grant Is Used for Campus Opioid and Stimulant Education and Awareness Programs.$10,000
Jordan Porco FoundationWethersfield, CT501(c)(3)To Provide Suicide Prevention and Mental Health Promotion Awareness Programs Focused on Students at Connecticut Institutions of Higher Education.$8,000
Ahm Youth and Family Services IncHebron, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Bridges HealthcareMilford, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
CONNECTICUT CHILDREN'S MEDICAL CENTERHartford, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Child & Family Guidance CenterBridgeport, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Community Placement EngagementNew Haven, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Connecticut CollegeNew London, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Greater Joy Mission ChurchHartford, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Institute of Living at Hartford HospitalHartford, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Mccall Behavioral Health NtkTorrington, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Rushford Center IncMeriden, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
The Childrens Center of HamdenHamden, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Yoga4changeHamden, CT501(c)(3)THE YOUTH RECOVERY MINI-GRANT IS USED TO START A SMART RECOVERY MEETING FOR TEENS OR YOUNG ADULTS WHO USE SUBSTANCES, AN ALTERNATIVE PEER GROUP SOBER SOCIAL EVENTS AND ACTIVITIES FOR THE SAME AGE GROUP, AND A SMART FAMILY & FRIENDS MEETING FOR CAREGIVERS OR OTHER SUPPORTS. FUNDS CAN BE USED FOR ANY COSTS RELATED TO SUCCESSFULLY STARTING THE MEETINGS/GROUPS INCLUDING TRAINING, MATERIALS, STAFF, SPACE, FOOD, ACTIVITIES, INCENTIVES, OR OTHER CREATIVE IDEAS."$7,695
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$127,230
Fundraising Direct Expenses$38,661
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Fundraiser$127,230$127,230$1,863$125,367
Total Events$127,230$127,230$38,661$88,569
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$7,557,335
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by an independent accountant and reviewed by the ceo, cfo, audit committee and board of trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“There are conflict of interest policies for both the board of trustees and staff. The board of trustees and employees are required to review and sign off on the policy annually and disclose at any point they became aware of a potential or actual conflict. Employees, volunteers, interns and trustees are also oriented to the policies on hire and annually. Disclosure statements are reviewed by the applicable department vice president and the chief human resources officer for actions as required. The qa vice president keeps data on the number and type of conflicts reported and actions taken.”

Form 990, Part VI, Section B, Line 15

“The board of trustees of wheeler clinic adopted a compensation philosophy statement which provides general guidelines for implementing the executive compensation program. The executive committee of the board of trustees performs the executive compensation review and routinely engages an outside, independent firm to prepare an executive compensation study that includes comparability data. The most recent studies were completed in 2023 and 2024 with another planned for 2026.”

Form 990, Part VI, Section C, Line 19

“Requests are sent to the public relations department who will respond within 10 days. The governing documents, conflict of interest policy and financial statements are provided at the organization's discretion.”

Filing and Contact Details

Filer

Filer Name
Wheeler Clinic Inc
EIN
06-0867065
Phone
8607933500
Address
91 NORTHWEST DRIVE, PLAINVILLE, CT 06062

Signing Officer

Name
Athena Szczesniak
Title
Chief Financial Officer
Phone
8607933500
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sabrina Trocchi
Formed
1968
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
17
Employees
1,099
Volunteers
265

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Nicholas Yanouzas
Phone
8605223111
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Postretirement benefit cost benefit -225,674.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

SCHEDULE D, PART V, LINE 4:

“It is the policy of the clinic's board of trustees to distribute annually up to 5% of a trailing three calendar year average of the board designated endowment total asset value, with the understanding that this spending rate plus inflation will not normally exceed total real return (return net of inflation) from investments. On the recommendation of the chief executive officer and the finance committee, the board of trustees may approve additional distributions from the board designated endowment fund for investments in new programs or facilities or other urgent clinic needs. The finance committee will periodically review the spending policy against actual returns in order to make adjustments necessary for the preservation of purchasing power of the board designated endowment fund.”

Raw XML AppendixShowing 400 of 1,374 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF HUMAN RESOURCES OFFI
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF HEALTH STRATEGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF PROGRAM OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF MEDICAL EDUCATION/FAMILY PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8LEAD PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9PSYCHIATRIST
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
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