Nonprofit · EIN 39-1077992
NATIONAL REGENCY OF NEW BERLIN INC
Tax-exempt · WAUKESHA, WI 53188
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $26,584,649 | $24,964,134 | $1,620,515 | $108,580,931 | $26,564,753 | $82,016,178 |
| September 30, 2024 | 990 | $26,118,730 | $22,218,270 | $3,900,460 | $102,128,584 | $24,600,992 | $77,527,592 |
| September 30, 2023 | 990 | $23,812,385 | $20,684,352 | $3,128,033 | $92,915,035 | $25,114,342 | $67,800,693 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $185,350
- of which government grants
- $185,350
- Program service revenue
- $24,270,771
- Investment income
- $1,957,142
- Net rental income
- $171,386
- Net gain from sales of assets
- $564,139
- Other revenue
- $171,386
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $43,617
- Other salaries and wages
- $2,401,890
- Salaries, compensation and benefits (total)
- $2,913,531
- Professional fundraising fees
- $0
- Legal fees
- $5,953
- Occupancy
- $2,446,150
- Travel
- $30,623
- Depreciation
- $5,309,002
- Program services (functional)
- $16,825,829
- Management and general (functional)
- $8,138,305
Balance sheet and other
- Total assets, start of year
- $102,128,584
- Total assets, end of year
- $108,580,931
- Total liabilities, end of year
- $26,564,753
- Net assets, end of year
- $82,016,178
- Land, buildings and equipment
- $45,898,745
- Publicly traded securities
- $57,585,417
- Net assets without donor restrictions
- $82,016,178
- Gross receipts
- $27,004,255
- Employees
- 274
- Volunteers
- 60
- Year formed
- 1964
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN EDWARDS | PRESIDENT AND CEO - PHC Trustee or director, Officer | 2 | $0 | $3,597,030 | $476,881 |
| KENNETH PRICE | DIRECTOR/COO OF PHC Trustee or director, Officer | 2 | $0 | $1,465,856 | $244,625 |
| ANDREW GUTIERREZ | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $894,400 | $184,004 |
| BRADLEY TREICHEL | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $513,392 | $129,984 |
| ELIZABETH BRZESKI | CHIEF OPERATING OFFICER - PART YEAR Officer | 40 | $190,593 | $0 | $33,678 |
| DAWN M KRAMER | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $113,277 | $0 | $11,800 |
| NANCY CABALLERO | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $103,535 | $0 | $7,725 |
| KARISSA HOLPFER | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $102,555 | $0 | $4,055 |
| ROBERTA PLICHTA | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $100,166 | $0 | $1,453 |
990 for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN EDWARDS | PRESIDENT AND CEO - PHC Trustee or director, Officer | 2 | $0 | $2,283,498 | $719,577 |
| KENNETH PRICE | DIRECTOR AND COO - PHC Trustee or director, Officer | 2 | $0 | $945,948 | $345,975 |
| ANDREW GUTIERREZ | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $566,412 | $239,046 |
| BRADLEY TREICHEL | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $489,638 | $122,973 |
| ELIZABETH BRZESKI | CHIEF OPERATING OFFICER Officer | 40 | $176,961 | $0 | $29,587 |
| MARA HENNINGSEN | CAMPUS ADMINISTRATOR Highest-paid employee | 40 | $114,287 | $0 | $17,476 |
| DAWN M KRAMER | CAMPUS ADMINISTRATOR Highest-paid employee | 40 | $107,905 | $0 | $16,036 |
| ALLAN MCPHEDRAN | DIRECTOR OF DINING AND LINEN SERVICES Highest-paid employee | 40 | $112,173 | $0 | $4,967 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN EDWARDS | PRESIDENT/CEO OF PHC Trustee or director, Officer | 2 | $0 | $2,193,635 | $681,826 |
| KENNETH PRICE | DIRECTOR/COO - PHC Trustee or director, Officer | 2 | $0 | $886,988 | $311,188 |
| ANDREW GUTIERREZ | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $515,387 | $142,213 |
| BRADLEY TREICHEL | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $474,652 | $45,352 |
| ELIZABETH BRZESKI | CHIEF OPERATING OFFICER Officer | 40 | $153,990 | $0 | $0 |
| ALLAN MCPHEDRAN | DINING SERVICE DIRECTOR Highest-paid employee | 40 | $105,194 | $0 | $58 |
Address and contacts
- Address (IRS master file)
- N17W24100 RIVERWOOD DR STE 130, WAUKESHA, WI 53188-1177
- In care of
- % PAMELA CHAMPEAU
- Principal officer (990 for 2024)
- SUSAN EDWARDS, N17 W24100 RIVERWOOD DR STE 130, WAUKESHA, WI 53188
- Signed the 990
- ANDREW GUTIERREZ, CHIEF FINANCIAL OFFICER
- Phone
- (262) 928-2981
- Return prepared by
- PLANTE & MORAN PLLC
Mission
CREATE CARING COMMUNITIES, PROVIDING A SUPERIOR QUALITY OF LIFE FOR SENIORS ABOVE THE AGE OF 62 BY OFFERING A CONTINUUM OF CARE IN SERVICES AND IN PROGRAMMING WITHIN THE MOST DESIRED AND LEAST RESTRICTIVE ENVIRONMENT, THUS ALLOWING AN INDIVIDUAL TO AGE IN PLACE WITH DIGNITY.
Program accomplishments
- CERTIFIED RESIDENTIAL CARE APARTMENT COMPLEX FACILITIES AND INDEPENDENT LIVING APARTMENTS: PROVIDES A COMFORTABLE, AFFORDABLE AND SECURE ENVIRONMENT WITH QUALITY SUPPORTIVE SERVICES TO ITS RESIDENTS.Expenses $16,587,522 · revenue $22,790,883
- MEDICAL OFFICE BUILDING ADJACENT TO HOSPITAL: PROVIDES CONVENIENT ACCESS TO PHYSICIANS AND PATIENTS RECEIVING MEDICAL CARE.Expenses $238,307 · revenue $1,479,888
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 39-1077992
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $108,580,931
- Income (IRS master file)
- $27,004,255
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $26,584,649 | $24,964,134 | $108,580,931 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $26,118,730 | $22,218,270 | $102,128,584 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $23,812,385 | $20,684,352 | $92,915,035 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $21,977,248 | $19,915,550 | $87,281,976 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1077992).
Questions about NATIONAL REGENCY OF NEW BERLIN INC
- What is the EIN of NATIONAL REGENCY OF NEW BERLIN INC?
- The employer identification number (EIN) of NATIONAL REGENCY OF NEW BERLIN INC is 39-1077992.
- Is NATIONAL REGENCY OF NEW BERLIN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to NATIONAL REGENCY OF NEW BERLIN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL REGENCY OF NEW BERLIN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL REGENCY OF NEW BERLIN INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL REGENCY OF NEW BERLIN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of NATIONAL REGENCY OF NEW BERLIN INC?
- The 990 for the year ended September 30, 2025 names SUSAN EDWARDS.
- Who are the officers and directors of NATIONAL REGENCY OF NEW BERLIN INC?
- The 990 for the year ended September 30, 2025 lists 9 people; 5 received compensation from the organization.
- How much revenue does NATIONAL REGENCY OF NEW BERLIN INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $26,584,649, expenses of $24,964,134 and total assets of $108,580,931 at year end.
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