WHEELER CLINIC INC (EIN 060867065) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

SABRINA TROCCHI

Phone

8607933500

Tax Period

2024-07-01 to 2025-06-30

WHEELER CLINIC INC, founded in 1968, is a major nonprofit in the Mental Health sector that reported $102.1M in total revenue in fiscal year 2024. Expenses of $95.9M left a modest 6% surplus.

Mission

WHEELER PROVIDES EQUITABLE ACCESS TO INNOVATIVE CARE THAT IMPROVES HEALTH, RECOVERY AND GROWTH AT ALL STAGES OF LIFE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $48,711,642

Program Service Revenue $46,873,225

Investment Income $3,325,808

Other Revenue $3,209,901

TOTAL REVENUE $102,120,576

Expense Breakdown

Grants Paid $1,457,244

Salaries & Benefits $76,424,351

Fundraising Expenses $142,181

Program Expenses $75,623,289

Other Expenses $18,016,471

TOTAL EXPENSES $95,898,066

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,120,576	$98,467,656	+0.0%
Expenses	$95,898,066	$91,259,257	+0.1%
Net Income	$6,222,510	$7,208,399	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1099

Volunteers

265

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,041,831

Total Directors

Key Employees

$1,039,185

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SABRINA TROCCHI	PRESIDENT AND CEO	40.00	Officer	$591,574	$69,427	$661,001
ATHENA SZCZESNIAK	CHIEF FINANCIAL OFFICER	40.00	Officer	$333,241	$47,589	$380,830
SHAUNNA MONTS	CHIEF HUMAN RESOURCES OFFI	40.00	Key Emp	$287,870	$42,983	$330,853
NICOLANGELO SCIBELLI	CHIEF HEALTH STRATEGY OFFICER	36.00	Key Emp	$284,410	$84,468	$368,878
KIMBERLY NELSON	CHIEF PROGRAM OFFICER	40.00	Key Emp	$251,275	$88,179	$339,454
MICHAEL TWIST	MEDICAL DIRECTOR	40.00	Highest	$387,239	$71,171	$458,410
REBECCA ELECK BRUCE	MEDICAL DIRECTOR	40.00	Highest	$356,641	$80,484	$437,125
TERESA DOMACK	DIRECTOR OF MEDICAL EDUCATION/FAMILY PHYSICIAN	40.00	Highest	$264,693	$41,020	$305,713
BARBARA GEOGHEGAN	LEAD PHYSICIAN	40.00	Highest	$258,445	$50,687	$309,132
SCOTT BERMAN	PSYCHIATRIST	32.00	Highest	$246,076	$15,557	$261,633
MARY C RODIER	CHAIR	1.00	Officer Director	$0	$0	$0
RACHEL TRESSY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MYRON STEWART	TREASURER	1.00	Officer Director	$0	$0	$0
JULIE VIGIL	SECRETARY	1.00	Officer Director	$0	$0	$0
MARIAN ACKER	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA BARTON	TRUSTEE	1.00	Director	$0	$0	$0
TUCKER CHILDS	TRUSTEE	1.00	Director	$0	$0	$0
MARY R CONNOLLY	TRUSTEE	1.00	Director	$0	$0	$0
PATRICIA DUCLOS-MILLER	TRUSTEE	1.00	Director	$0	$0	$0
GAWDYS GRULLON	TRUSTEE	1.00	Director	$0	$0	$0
LEE HOFFMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOANNE LEON	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN O'DONNELL	TRUSTEE	1.00	Director	$0	$0	$0
GARY RHULE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD SALMON	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS R WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
HYEKYUNG YANG	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$102,120,576	$95,898,066	$148,255,064	$6,222,510
2024	$98,467,656	$91,259,257	$135,481,807	$7,208,399
2023	$90,348,818	$85,751,928	$119,033,679	$4,596,890
2022	$87,239,499	$79,648,055	$102,872,235	$7,591,444
2021	$82,494,191	$76,467,148	$105,642,314	$6,027,043
2020	$80,288,067	$74,835,769	$89,716,277	$5,452,298
2019	$74,330,928	$70,706,981	$82,913,055	$3,623,947
2018	$74,382,160	$68,440,193	$75,681,451	$5,941,967

WHEELER CLINIC INC