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Wheeler Clinic Inc

PLAINVILLE, CT EIN: 06-0867065 Website

Wheeler Clinic Inc is a federally qualified healthcare center based in Plainville, Connecticut. The organization operates as a 501(c)(3) nonprofit and has been tax-exempt since May 1968. With a team of approximately 1,073–1,140 dedicated professionals, Wheeler Clinic provides integrated primary care, behavioral health, preventive dental, and support services to medically underserved, low-income, and vulnerable populations across multiple Connecticut communities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$135.5M

+13.8% YoY

Annual Giving

$1.9M

-5.5% YoY

Grant Count

44

+51.7% YoY

Avg Grant Size

$43K

-37.7% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Wheeler Clinic's mission is to provide comprehensive solutions that address complex health issues, offering individuals, families, and communities with accessible, innovative care that encourages health, recovery, and growth at all stages of life. The organization strives to provide equitable access to care that enhances health, recovery, and growth.

Primary service areas include:

  • Health and Wellness: Integrated primary care, behavioral health, preventive dental, and support services to medically underserved populations in Bristol, Hartford, Waterbury, Plainville, New Britain, and surrounding towns
  • Community-Based Family Services: Family strengthening, intensive in-home services, therapeutic foster care, and juvenile risk reduction intervention services for children and families involved in child welfare and juvenile justice systems
  • Children's Outpatient & Community-Based Services: Crisis intervention, outpatient, day treatment, and intensive in-home programs for children and adolescents
  • Mental Health and Substance Abuse Treatment: Dual diagnosis treatment, crisis intervention, partial hospitalization/day treatment, and outpatient rehabilitation services
  • Specialized Treatment Approaches: Trauma therapy, individual psychotherapy, integrated dual disorders treatment, group therapy, eye movement desensitization and reprocessing therapy, dialectical behavior therapy, couples/family therapy, and cognitive behavioral therapy

Ready to take the next step with Wheeler Clinic Inc?

Geographic Focus

Where this funder awards grants

Wheeler Clinic serves Bristol, Hartford, Waterbury, Plainville, New Britain, and surrounding towns in Connecticut.

Grant Distribution by State

3states

Cities

BarlettBartlettBostonBridgeportBristolDanburyEast HartfordEnfieldFairfieldFarmingtonHamdenHartfordHebronHigganumManchesterMemphisMentorMeridenMiddletownMilford

Financial History

Multi-year comparison from IRS filings

2024 Financial Data:

  • Total Revenue: $98,467,656
  • Total Expenses: $91,259,257
  • Total Assets: $135,481,807
  • Total Liabilities: $31,100,000

Organization Rating: Wheeler Clinic achieved a 96% rating from independent charity evaluators, earning a Four-Star rating. The organization demonstrates strong accountability and financial health with a fully independent board, policies for conflicts of interest, and whistleblower protections in place.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$27M$54M$81M$108M20202021202220232024
Metric202420232022
Total Assets$135,481,807$119,033,679$102,872,235
Revenue$98,467,656$90,348,818$87,239,499
Expenses$91,259,257$85,751,928$79,648,055
Qualifying Distributions
Net Investment Income$2,291,126$1,962,798$6,561,213
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$503K$1M$2M$2M21 grants202048 grants202134 grants202229 grants202344 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

COMMUNITY RESIDENCES INC$324KYOUNG WOMENS CHRISTIAN A…$238KHISPANIC HEALTH COUNCIL …$226KHUMAN RESOURCES AGENCY O…$140KAFRICAN CARIBBEAN AMERIC…$92KCHILD GUIDANCE CLINIC FO…$87KCT DEPARTMENT OF CORRECT…$38KCENTRAL CT STATE UNIVERS…$31KCONNECTICUT COLLEGE$31KGOODWIN UNIVERSITY$31K

Grant Size Distribution

176 grants across all recorded years

136<$50K15$50–100K23$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

SABRINA TROCCHIPRESIDENT AND CEO$530KMICHAEL TWISTMEDICAL DIRECTOR$374KREBECCA ELECK BRUCEMEDICAL DIRECTOR$332KATHENA SZCZESNIAKCHIEF FINANCIAL OFFICER$312KNICOLANGELO SCIBELLICHIEF HEALTH STRATEGY OFFICER$302KSHAUNNA MONTSCHIEF HUMAN RESOURCES OFFI$263KBARBARA SZAJDALEAD PHYSICIAN$252KKIMBERLY NELSONCHIEF PROGRAM OFFICER$248KMOJISOLA G UKABILEAD PHYSICIAN$239KRICHARD MILLERMEDICAL DIRECTOR$237K

From 2024 filing

NameTitleHoursCompensation
SABRINA TROCCHIPRESIDENT AND CEO40$529,633
ATHENA SZCZESNIAKCHIEF FINANCIAL OFFICER40$311,577
SHAUNNA MONTSCHIEF HUMAN RESOURCES OFFI40$263,096
KIMBERLY NELSONCHIEF PROGRAM OFFICER40$247,608
NICOLANGELO SCIBELLICHIEF HEALTH STRATEGY OFFICER40$302,446
REBECCA ELECK BRUCEMEDICAL DIRECTOR40$332,440
RICHARD MILLERMEDICAL DIRECTOR27$237,291
BARBARA SZAJDALEAD PHYSICIAN40$251,924
MICHAEL TWISTMEDICAL DIRECTOR40$373,585
MOJISOLA G UKABILEAD PHYSICIAN40$239,274
MARY C RODIERCHAIR1
CHARLES J HERBERTVICE CHAIR1
RACHEL TRESSYTREASURER1
JULIE VIGILSECRETARY1
MARIAN ACKERTRUSTEE1
MELISSA BARTONTRUSTEE1
TUCKER CHILDSTRUSTEE1
MARY R CONNOLLYTRUSTEE1
PATRICIA DUCLOS-MILLERTRUSTEE1
GAWDYS GRULLONTRUSTEE1
LEE HOFFMANTRUSTEE1
JOANNE LEONTRUSTEE1
BRIAN O'DONNELLTRUSTEE1
MYRON P STEWARTTRUSTEE1
DENNIS R WILLIAMSTRUSTEE1
HYEKYUNG YANGTRUSTEE1

Recent News & Activity

Recent developments and announcements

Wheeler Clinic received $250,000 in funding for a new mobile health clinic in Hartford, awarded through a partnership with Cigna

Wheeler Health awarded $250K for new mobile health clinic in Hartford

The organization received $1.2 million in federal funding to expand fast access to services

Wheeler Health Expanding Fast Access to Services with Federal Grant :: Wheeler

Connecticut's congressional delegation announced $4.2 million in federal funding for behavioral health services benefiting the organization

Wheeler Health Expanding Fast Access to Services with Federal Grant :: Wheeler

Capital Fund successfully closed an $8.5 million New Markets Tax Credit (NMTC) allocation to support Wheeler Clinic's expansion in Bristol, Connecticut

Capital Fund Successfully Closes $8.5 Million NMTC Allocation for Wheeler

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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