Civic Intelligence

Wheeler Clinic Inc.

990 • Fiscal year 2019 • EIN 06-0867065

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 02, 2020

91 Northwest DrivePlainville, CT 06062

(860) 793-3500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.15x

Higher debt load relative to assets than 37% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.17x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$558,969

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

66th percentile

9.6%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-0.1%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$82,913,055

Up $7,231,604 (+9.6%) from 2018

Net Assets

Up

$70,068,603

Up $5,680,788 (+8.8%) from 2018

Liabilities

Up

$12,844,452

Up $1,550,816 (+14%) from 2018

Revenue

Down

$74,330,928

Down $51,232 (-0.1%) from 2018

Expenses

Up

$70,706,981

Up $2,266,788 (+3.3%) from 2018

Net Income

Down

$3,623,947

Down $2,318,020 (-39%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$82,913,055
Liabilities$12,844,452
Net Assets$70,068,603

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$74,330,928
Expenses$70,706,981
Net Income$3,623,947
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 2, 2020
Return Version
2018v3.1
Gross Receipts
$75,418,699
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.

Provides access to innovative care to improve health, recovery and growth at all stages of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,024,711$37,837,013▲ $2,812,302
Land, Buildings, and Equipment, Net$16,733,071$16,073,109▼ $659,962
Savings and Temporary Cash Investments$11,239,751$15,176,924▲ $3,937,173
Accounts Receivable$6,250,538$5,578,813▼ $671,725
Pledges and Grants Receivable$2,886,465$4,233,188▲ $1,346,723
Cash and Non-Interest-Bearing Accounts$2,874,828$3,313,219▲ $438,391
Prepaid Expenses and Deferred Charges$672,087$700,789▲ $28,702
Total Assets$75,681,451$82,913,055▲ $7,231,604
Liabilities
Accounts Payable and Accrued Expenses$6,536,084$6,550,532▲ $14,448
Deferred Revenue$3,983,031$5,642,262▲ $1,659,231
Mortgage Notes Payable Secured by Investment Property$774,521$651,658▼ $122,863
Total Liabilities$11,293,636$12,844,452▲ $1,550,816
Net Assets / Fund Balance
Unrestricted Net Assets$62,550,332$68,163,406▲ $5,613,074
Temporarily Rstr Net Assets$1,143,127$1,905,197▲ $762,070
Permanently Rstr Net Assets$694,356$0▼ $694,356
Total Net Assets Fund Balance$64,387,815$70,068,603▲ $5,680,788
Total Liabilities and Net Assets / Fund Balance$75,681,451$82,913,055▲ $7,231,604

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,293,535$8,342,249$20,635,784
Equipment$1,736,151$6,929,192$8,665,343
Land$1,792,745-$1,792,745
Other Land Buildings$250,678-$250,678

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$34,193,696-▲ $3,770,233-$37,878,236
2017$31,597,416-▲ $2,680,673-$34,193,696
2016$28,041,546-▲ $3,634,035-$31,597,416
2015$26,108,434$2,000,033▲ $5,209-$28,041,546
2014$22,276,261$3,000,002▲ $902,593-$26,108,434
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan WalkamaPresident and CEOFT$499,467$59,502$558,969
Richard MillerMedical DirectorPT$205,539$66,266$271,805
Sabrina TrocchiChief Operating OfficerFT$227,212$39,601$266,813
Patricia Speicher WerbnerChief Human Resources OffiFT$215,012$50,707$265,719
Athena SzczesniakChief Financial OfficerFT$217,671$15,337$233,008
Kimberly NelsonSVP of ServicesFT$190,889$39,293$230,182
Nicolangelo ScibelliChief Information OfficerFT$178,710$40,588$219,298
Michael RussoVP of Education SvcsFT$180,366$38,237$218,603
Elisabeth CannataVP of CbfsFT$166,831$36,184$203,015
Sandra CohenVP of QualityFT$167,304$15,099$182,403
Dorota GasiorDental DirectorFT$146,504$20,377$166,881
Heidi JosephVP of HcoFT$135,834$28,640$164,474
Rebecca Eleck BruceMedical DirectorPT$122,739$34,345$157,084

Highest Paid Contractors

ContractorServicesLocationCompensation
Enterprise Builders INCContractor-woodland St Build-out46 SHEPARD DRIVE, Newington, CT 06111$1,465,542
Go Media LLCAdvertising2074 PARK STREET SUITE 307, Hartford, CT 06106$562,548
Child Guidance Clinic For Central Ct InClinicians Services384 PRATT STREET STE 1, Meriden, CT 06450$252,500
Ywca - New BritainSubcontractor - Provide Clinical Service19 FRANKLIN SQUARE, New Britain, CT 06051$231,075
-Subcontractor - Psych Services43 WEST HILLS DRIVE, Avon, CT 06001$222,148
Revenue and Support

Revenue Composition

Contributions and Grants
$40,284,459
Program Service Revenue
$33,316,825
Investment Income
$1,081,366
Other Revenue
$-351,722
All Other Contributions
$378,598
Change in Net Assets
$3,623,947

Audited Revenue Reconciliation

Revenue per Audited Statements
$74,330,928
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,056,841
Total Revenue per Audited Statements
$76,387,769
Total Revenue per Form 990
$74,330,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$54,785,329
Other Expenses$14,409,909
Grants and Similar Amounts Paid$1,511,743
Total Fundraising Expense$152,870
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,547,539$5,324,735$82,394$41,954,668
Other Employee Benefits$5,199,407$822,276$11,732$6,033,415
Payroll Taxes$2,806,408$503,427$6,221$3,316,056
All Other Expenses$1,662,656$1,374,106$29,463$3,066,225
Occupancy$2,284,991$464,855$5,361$2,755,207
Fees for Services Other$1,662,519$426,192$5,240$2,093,951
Current Officers, Directors, Trustees, and Key Employees$557,243$1,413,495-$1,970,738
Grants to Domestic Orgs$1,511,743--$1,511,743
Pension Plan Contributions$1,213,263$293,736$3,453$1,510,452
Depreciation Depletion$762,519$660,016$622$1,423,157
Information Technology$1,130,048$241,756$2,972$1,374,776
Office Expenses$1,120,035$239,613$2,946$1,362,594
Advertising$697,149$150,977-$848,126
Travel$603,825$129,179$1,588$734,592
Insurance$333,908$71,434$878$406,220
Fees for Services Accounting-$99,111-$99,111
Fees for Service Investment Mgmnt Fees-$85,693-$85,693
Fees for Services Legal-$53,535-$53,535
Fees for Services Lobbying-$40,575-$40,575
Fees for Services Management-$36,627-$36,627
Interest$26,966$2,554-$29,520
Total Functional Expenses$58,120,219$12,433,892$152,870$70,706,981

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$70,706,981
Total Expenses per Audited Statements$70,706,981
Total Expenses per Form 990$70,706,981
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Young Womens Christian Association of New Britain (ywca)New Britain, CT-To Provide Facility, Administrative and Direct Services Related to Pre-school/early Childhood Education for the Leapp Program$247,282
Child Guidance Clinic for Central Ct IncMeriden, CT501(c)(3)Assistance Used to Provide Emergency Mobile Psychiatric Services in Greater Hartford. the Subcontractor Will Provide Crisis Assessment, Linkage, Support Services and Stabilization Services to Children, Adolescents and Families Referred.$207,558
Community Health & Wellness Center of Greater TorringtonTorrington, CT501(c)(3)The Purpose Is to Organize and Deliver Outreach, Engagement and Screening Services for the Community Outreach Program Through an Office of Health Strategies Grant. the Service Will Increase Access to Health Center Services and Ensure Community Needs Are Assessed and Met.$174,541
Human Resources Agency of New Britain IncNew Britain, 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.$170,292
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.$141,940
Family Life Education 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.$123,519
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.$82,539
Hispanic Health Council IncHartford, CT501(c)(3)The Purpose Is to Organize and Deliver Community Health Worker Services for the Community Outreach Program Through a Grant From the Hartford Foundation for Public Giving. the Service Will Increase Access to Healthcare Services for Underserved Community Members, Increase Positive Health Outcomes for High Risk Patients, Bring the Voice of Community Into the Health Center and Provide a Person-centered Approach to Care for Select Patients With Diabetes and Hypertension Medical Conditions.$32,178
United Services IncDayville, CT501(c)(3)To Offer Mutual Support Groups for Youth and Young Adults, as Well as Opportunities for Fun Activities, New Friendships, and Skill Development With Peers in a Substance-free Setting.$20,000
University of New HavenWest Haven, CT501(c)(3)To Provide Evidence-based Strategies to Decrease High-risk Drinking Among Students at Connecticut Institutions of Higher Education at Connecticut Institutions of Higher Education.$15,000
Wesleyan UniversityMiddletown, CT501(c)(3)To Provide Evidence-based Strategies to Decrease High-risk Drinking Among Students at Connecticut Institutions of Higher Education.$15,000
Southern Connecticut State UniversityNew Haven, CT501(c)(3)To Provide Evidence-based Strategies to Decrease High-risk Drinking Among Students at Connecticut Institutions of Higher Education.$12,871
Asnuntuck Community CollegeEnfield, CT501(c)(3)To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Child & Family Guidance CenterBridgeport, CT501(c)(3)To Offer Mutual Support Groups for Youth and Young Adults, as Well as Opportunities for Fun Activities, New Friendships, and Skill Development With Peers in a Substance-free Setting.$10,000
Connecticut CollegeNew London, CT501(c)(3)To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Eastern Connecticut State UniversityWillimantic, CTState UniversityTo Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Fairfield UniversityFairfield, CT501(c)(3)To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Gateway Community CollegeNew Haven, CTState CollegeTo Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education .$10,000
Housatonic Community CollegeBridgeport, CTState CollegeTo Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Intercommunity IncEast Hartford, CT501(c)(3)To Offer Mutual Support Groups for Youth and Young Adults, as Well as Opportunities for Fun Activities, New Friendships, and Skill Development With Peers in a Substance-free Setting.$10,000
Jordan Porco FoundationHartford, CT501(c)(3)To Provide Suicide Prevention and Mental Health Promotion Awareness Programs Focused on Students at Connecticut Institutions of Higher Education.$10,000
Manchester Public SchoolsManchester, CTState CollegeTo Offer Mutual Support Groups for Youth and Young Adults, as Well as Opportunities for Fun Activities, New Friendships, and Skill Development With Peers in a Substance-free Setting.$10,000
Naugatuck Valley Community CollegeWaterbury, CTState CollegeTo Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Norwalk Community CollegeNorwalk, CT501(c)(3)To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Quinebaug Valley Community CollegeDanielson, CT501(c)(3)To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Sacred Heart UniversityFairfield, CTState UniversityTo Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education .$10,000
Southern Connecticut State UniversityNew Haven, CTState UniversityTo Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Southwest Regional Mental Health Board IncNorwalk, CT501(c)(3)To Offer Mutual Support Groups for Youth and Young Adults, as Well as Opportunities for Fun Activities, New Friendships, and Skill Development With Peers in a Substance-free Setting.$10,000
State of Ct Department of CorrectionWethersfield, CT501(c)(3)To Offer Mutual Support Groups for Youth and Young Adults, as Well as Opportunities for Fun Activities, New Friendships, and Skill Development With Peers in a Substance-free Setting.$10,000
The Bridge Family Center IncWest Hartford, CTState CollegeTo Offer Mutual Support Groups for Youth and Young Adults, as Well as Opportunities for Fun Activities, New Friendships, and Skill Development With Peers in a Substance-free Setting.$10,000
The Mccall Center for Behavioral HealthTorrington, CT501(c)(3)To Offer Mutual Support Groups for Youth and Young Adults, as Well as Opportunities for Fun Activities, New Friendships, and Skill Development With Peers in a Substance-free Setting.$10,000
Three Rivers Community CollegeNorwich, CT501(c)(3)To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Town of Cheshire Human Services DepartmentCheshire, CT501(c)(3)To Offer Mutual Support Groups for Youth and Young Adults, as Well as Opportunities for Fun Activities, New Friendships, and Skill Development With Peers in a Substance-free Setting.$10,000
Trinity CollegeHartford, CT501(c)(3)To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
University of BridgeportBridgeport, CT501(c)(3)To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education .$10,000
University of New HavenWest Haven, CTState UniversityTo Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education .$10,000
Wesleyan UniversityMiddletown, CT-To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education .$10,000
Western Connecticut State UniversityDanbury, CT-To Raise Public Awareness and Increase Knowledge or Reduce Risk of the Misuse of Opioids by Campus Community Members at Connecticut Institutions of Higher Education.$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$131,457
Fundraising Direct Expenses$82,184
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Fundraiser$81,075$81,075$2,454$78,621
50th Anniversary Gala$50,382$50,382$6,397$43,985
Total Events$131,457$131,457$82,184$49,273
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
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 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 compensation committee of the board of trustees performs the executive compensation review on an annual basis and routinely engages an outside, independent firm to prepare an executive compensation study that includes comparability data. The most recent studies were completed in 2016 and 2018.

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
2020-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sabrina Trocchi
Formed
1968
Legal Domicile
Ct
Voting Board Members
18
Independent Board Members
18
Employees
1,200
Volunteers
116

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 credit -73,683.

FORM 990, PART XII, LINE 2C:

Process has not changed since prior year.

Financial Statement Notes

PART X, LINE 2:

The clinic is exempt from income taxes under section 501(c)(3) of the internal revenue code and is not considered a private foundation. Accordingly, no provision has been made for income taxes.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Post retirement benefit cost charge required by asc 715

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 1,357 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/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt046 SHEPARD DRIVE
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2384 PRATT STREET STE 1
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MERIDEN
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ENTERPRISE BUILDERS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1GO MEDIA LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2CHILD GUIDANCE CLINIC FOR CENTRAL CT IN
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IRS990/Desc0CHILDREN'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. 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm2PIERRE RICHARD
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD CARTLAND
IRS990/Form990PartVIISectionAGrp/PersonNm4MARIAN ACKER
IRS990/Form990PartVIISectionAGrp/PersonNm5MELISSA BARTON
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY R CONNOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID HAMELIN
IRS990/Form990PartVIISectionAGrp/PersonNm8CHARLES J HERBERT
IRS990/Form990PartVIISectionAGrp/PersonNm9JOANNE LEON
IRS990/Form990PartVIISectionAGrp/PersonNm10BRIAN O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm11MARY C RODIER
IRS990/Form990PartVIISectionAGrp/PersonNm12ZEENA TAWFIK
IRS990/Form990PartVIISectionAGrp/PersonNm13GARY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm14RACHEL TRESSY
IRS990/Form990PartVIISectionAGrp/PersonNm15FRANCIS VINCENT
IRS990/Form990PartVIISectionAGrp/PersonNm16PATRICIA WASHINGTON-RICE
IRS990/Form990PartVIISectionAGrp/PersonNm17HYEKYUNG YANG
IRS990/Form990PartVIISectionAGrp/PersonNm18SUSAN WALKAMA
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IRS990/Form990PartVIISectionAGrp/PersonNm29REBECCA ELECK BRUCE
IRS990/Form990PartVIISectionAGrp/PersonNm30DOROTA GASIOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF HUMAN RESOURCES OFFI
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt23SVP OF SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP OF CBFS
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP OF EDUCATION SVCS
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IRS990/Form990PartVIISectionAGrp/TitleTxt27VP OF QUALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt28VP OF HCO
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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
2019Detailed filing. Detailed filing data is available for this year.$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