Totals
- Total revenue
- $100,500
- Total expenses
- $778,591
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $100,500
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $24,938,211
- Total liabilities, end of year
- $25,616,302
- Net assets or fund balances, end of year
- -$678,091
- Program services expenses (Part IX)
- $778,591
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $778,591
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: RENTAL INCOME
total $100,500 · related or exempt $100,500
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $40,375 · program services $40,375
-
11c · Fees: accounting
total $4,500 · program services $4,500
-
11g · Fees: other
total $167 · program services $167
-
20 · Interest
total $79,943 · program services $79,943
-
22 · Depreciation, depletion and amortization
total $653,606 · program services $653,606
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $315,553
-
10a · Land, buildings and equipment: cost or other basis
$25,276,264
-
10b · Land, buildings and equipment: accumulated depreciation
$653,606
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $24,622,658
-
17 · Accounts payable and accrued expenses
end of year $31,663
-
23 · Secured mortgages and notes payable
end of year $8,415,000
-
25 · Other liabilities
beginning of year $0 · end of year $17,169,639
-
27 · Net assets without donor restrictions
end of year -$678,091
Mission and programs · 2024
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.
-
WHEELER HOPE, INC. OWNS FACILITIES, WHICH IT LEASES TO WHEELER CLINIC, INC.
Expenses $778,591 · Revenue $100,500
As filed on the 2024 return.
Listed in Part VII
-
Mary RodierMARY RODIER
CHAIR
- Total calculated
- $0
- Hours/week
- 0.05 + 1 related
-
Marian AckerMARIAN ACKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.05 + 1 related
-
Tucker ChildsTUCKER CHILDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.05 + 1 related
-
James MoylanJAMES MOYLAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.05 + 1 related
-
Francis VincentFRANCIS VINCENT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.05 + 1 related
-
Sabrina TrocchiSABRINA TROCCHI
PRESIDENT AND CEO
- Total calculated
- $661,001
- From this org
- $0
- From related orgs
- $591,574
- Other
- $69,427
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $591,574 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $20,700 related
- Nontaxable benefits
- $0 + $48,727 related
- Filer's total
- $0 + $661,001 related
-
Athena SzczesniakATHENA SZCZESNIAK
CHIEF FINANCIAL OFFICER
- Total calculated
- $380,830
- From this org
- $0
- From related orgs
- $333,241
- Other
- $47,589
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $333,241 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $23,300 related
- Nontaxable benefits
- $0 + $24,289 related
- Filer's total
- $0 + $380,830 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · HEALTH AND HUMAN SERVICES. · CT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 29 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202640309349300814
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