WHEELER HOPE INC (EIN 993417161) - 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

2024

Legal Domicile

Principal Officer

SABRINA TROCCHI

Phone

8607933500

Tax Period

2024-07-01 to 2025-06-30

WHEELER HOPE INC, founded in 2024, is a small nonprofit in the Health Care sector that reported $100K in total revenue in fiscal year 2024. Expenses of $779K exceeded revenue, resulting in a 675% operating deficit.

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.

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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 $0

Program Service Revenue $100,500

Investment Income $0

Other Revenue $0

TOTAL REVENUE $100,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $778,591

Other Expenses $778,591

TOTAL EXPENSES $778,591

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,500	N/A	N/A
Expenses	$778,591	N/A	N/A
Net Income	$-678,091	N/A	N/A

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

N/A

Volunteers

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY RODIER	CHAIR	0.05	Officer Director	$0	$0	$0
MARIAN ACKER	TRUSTEE	0.05	Director	$0	$0	$0
TUCKER CHILDS	TRUSTEE	0.05	Director	$0	$0	$0
JAMES MOYLAN	TRUSTEE	0.05	Director	$0	$0	$0
FRANCIS VINCENT	TRUSTEE	0.05	Director	$0	$0	$0
SABRINA TROCCHI	PRESIDENT AND CEO	1.00	Officer	$0	$69,427	$661,001
ATHENA SZCZESNIAK	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$47,589	$380,830

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	$100,500	$778,591	$24,938,211	$-678,091

WHEELER HOPE INC