Civic Intelligence

Wheeler Hope Inc.

990 • Fiscal year 2025 • EIN 99-3417161

Jul 01, 2024 to Jun 30, 2025 • Filed on Jan 29, 2026

Organization ProfileN/A
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

96th percentile

1.03x

Higher debt load relative to assets than 96% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

100th percentile

254.89x

Higher debt load relative to revenue than 100% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

1st percentile

-675%

Higher net margin than 1% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

98th percentile

$661,001

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 657.7% of source-year revenue.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets96th percentile

Assets

$24,938,211

No earlier filing loaded for comparison.

Net Assets

-$678,091

No earlier filing loaded for comparison.

Liabilities

$25,616,302

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

$100,500

No earlier filing loaded for comparison.

Expenses

$778,591

No earlier filing loaded for comparison.

Net Income

-$678,091

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0-$10MAssets 2025: $24,938,211Liabilities 2025: $25,616,302Net Assets 2025: -$678,0912025

Highlighted filing

2025

Assets$24,938,211
Liabilities$25,616,302
Net Assets-$678,091
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2025: $100,500Expenses 2025: $778,591Net Income 2025: -$678,0912025

Highlighted filing

2025

Revenue$100,500
Expenses$778,591
Net Income-$678,091
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.5
Gross Receipts
$100,500
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$0$24,622,658▲ $24,622,658
Cash and Non-Interest-Bearing Accounts-$315,553-
Total Assets$0$24,938,211▲ $24,938,211
Liabilities
Other Liabilities$0$17,169,639▲ $17,169,639
Mortgage Notes Payable Secured by Investment Property-$8,415,000-
Accounts Payable and Accrued Expenses-$31,663-
Total Liabilities$0$25,616,302▲ $25,616,302
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$-678,091-
Total Net Assets Fund Balance$0$-678,091▼ $678,091
Total Liabilities and Net Assets / Fund Balance$0$24,938,211▲ $24,938,211

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$24,020,262$653,606$24,673,868
Land$602,396-$602,396
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Mary RodierChair
Sabrina TrocchiPresident and CEO
Francis VincentTrustee
James MoylanTrustee
Marian AckerTrustee
Tucker ChildsTrustee
Athena SzczesniakChief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$100,500
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-678,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$778,591
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$653,606--$653,606
Interest$79,943--$79,943
Fees for Services Management$40,375--$40,375
Fees for Services Accounting$4,500--$4,500
Fees for Services Other$167--$167
Total Functional Expenses$778,591$0$0$778,591
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$17,169,639
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 C, Line 19

“Requests are sent to the organization and the governing documents and financial statements are provided at the organization's discretion.”

Filing and Contact Details

Filer

Filer Name
Wheeler Hope Inc
EIN
99-3417161
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
2024
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

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 XII, LINE 2C:

“The current year was the first year the organization underwent an audit.”

Raw XML Appendix397 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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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO/PRESIDENT: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE.
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE CEO, CFO, AUDIT COMMITTEE AND BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REQUESTS ARE SENT TO THE ORGANIZATION AND THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED AT THE ORGANIZATION'S DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CURRENT YEAR WAS THE FIRST YEAR THE ORGANIZATION UNDERWENT AN AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd01
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WHEELER CLINIC INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060867065
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH AND HUMAN SERVICES.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PLAINVILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006062
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt024938211
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt024938211
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0778591
IRS990/TotalFunctionalExpensesGrp/TotalAmt0778591
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt025616302
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt025616302
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-678091
IRS990/TotalOtherCompensationAmt0117016
IRS990/TotalProgramServiceExpensesAmt0778591
IRS990/TotalProgramServiceRevenueAmt0100500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0100500
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt024938211
IRS990/TotReportableCompRltdOrgAmt0924815
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt091 NORTHWEST DRIVE
IRS990/USAddress/CityNm0PLAINVILLE
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006062
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ATHENA SZCZESNIAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08607933500
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELER HOPE INC
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0993417161
ReturnHeader/Filer/PhoneNum08607933500
ReturnHeader/Filer/USAddress/AddressLine1Txt091 NORTHWEST DRIVE
ReturnHeader/Filer/USAddress/CityNm0PLAINVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060903326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITTLESEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 TRUMBULL ST 24TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006103
ReturnHeader/PreparerPersonGrp/PhoneNum08605223111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS YANOUZAS
ReturnHeader/ReturnTs02026-01-30T13:29:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,938,211
Liabilities
$25,616,302
Net assets
-$678,091
Revenue
$100,500
Expenses
$778,591
Net income
-$678,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.9$25.6$0.68$0.10$0.78$0.68