Wheeler Clinic Inc
Nonprofit profile at a glance
- EIN
- 060867065
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Plainville, CT, USA
- Phone
- 8607933500
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Alcohol, Drug and Substance Abuse, Dependency Prevention and Treatment
Reported finances
- Revenue
- $102,120,576
- Expenses
- $95,898,066
- Assets
- $148,255,064
- Liabilities
- $34,977,190
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
27 people listed
Executive titles in this filing
- SABRINA TROCCHI (PRESIDENT AND CEO)
Highest reported compensation
- SABRINA TROCCHI (PRESIDENT AND CEO): $661,001 total reported compensation
- MICHAEL TWIST (MEDICAL DIRECTOR): $458,410 total reported compensation
- REBECCA ELECK BRUCE (MEDICAL DIRECTOR): $437,125 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Wheeler clinic, inc. Provides equitable access to innovative care that improves health, recovery and growth at all stages of life.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 78
- Transparency & Controls: 85
- Accountability: 100
- Sustainability: 55
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 75.3%; rating input score 75
- Program expense ratio: 78.9%; rating input score 79
- Fundraising efficiency: $342.6 raised per $1 spent on fundraising; rating input score 92; 92nd percentile among comparable filings
Transparency & Controls
- Consistency checks: 88.9%; rating input score 89; 3rd percentile among comparable filings
- Pay-setting controls: 5 of 6 controls in place; rating input score 83
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 93%; rating input score 93; 25th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 6.1%; rating input score 61; 61st percentile among comparable filings
- Total-asset coverage ratio: 1.55; rating input score 54; 54th percentile among comparable filings
- Liabilities to assets ratio: 0.24; rating input score 64; 64th percentile among comparable filings
- Officer compensation ratio: 4%; rating input score 25; 25th percentile among comparable filings
Growth
- Program expense growth: 3.5% per year; rating input score 100; 26th percentile among comparable filings
- Revenue growth: 4.7% per year; rating input score 100; 39th percentile among comparable filings
- Asset growth: 10.3% per year; rating input score 100; 71st percentile among comparable filings
Details
- Where the money goes: 75.3% of revenue deployed · 78.9% of spending went to programs
- Governance: 17 of 17 board members independent · 9 of 9 filing controls reported
- Programs: 7 filed program accomplishments · $75.6M in reported program spending
- Leadership: top reported pay $661K · 27 people listed · 5 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $13.3M reported
- Consistency: 37 of 39 current checks pass · 2 findings to review
- Schedules: 10 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 52 filed money-flow records
- Related organizations: 43 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Review — Sustainability: Total-asset coverage ratio scored 54/100.
- High — Sustainability: Officer compensation ratio scored 25/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.