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← NATIONAL REGENCY OF NEW BERLIN INC

Form 990 for tax year 2024

Filed by NATIONAL REGENCY OF NEW BERLIN INC.

Totals

Total revenue
$26,584,649
Total expenses
$24,964,134
Contributions and grants received
$185,350
Grants paid
$0
Program service revenue
$24,270,771
Investment income
$1,957,142
Other revenue
$171,386
Total assets, end of year
$108,580,931
Total liabilities, end of year
$26,564,753
Net assets or fund balances, end of year
$82,016,178
Program services expenses (Part IX)
$16,825,829
Management and general expenses
$8,138,305
Fundraising expenses
$0
Program service expenses (Part III)
$16,825,829

Program services were 67.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRADLEY TREICHEL

    SECRETARY/TREASURER

    Total calculated
    $643,376
    From this org
    $0
    From related orgs
    $513,392
    Other
    $129,984
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $342,148 related
    Bonus
    $0 + $171,244 related
    Other
    $0
    Deferred
    $0 + $90,306 related
    Nontaxable benefits
    $0 + $39,678 related
    Filer's total
    $0 + $643,376 related

  • KENNETH PRICE

    DIRECTOR/COO OF PHC

    Total calculated
    $1,710,481
    From this org
    $0
    From related orgs
    $1,465,856
    Other
    $244,625
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,495 related
    Bonus
    $0 + $781,776 related
    Other
    $0 + $122,585 related
    Deferred
    $0 + $186,369 related
    Nontaxable benefits
    $0 + $58,256 related
    Filer's total
    $0 + $1,710,481 related

  • SUSAN EDWARDS

    PRESIDENT AND CEO - PHC

    Total calculated
    $4,073,911
    From this org
    $0
    From related orgs
    $3,597,030
    Other
    $476,881
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,305,361 related
    Bonus
    $0 + $1,995,134 related
    Other
    $0 + $296,535 related
    Deferred
    $0 + $434,430 related
    Nontaxable benefits
    $0 + $42,451 related
    Filer's total
    $0 + $4,073,911 related

  • ANDREW GUTIERREZ

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,078,404
    From this org
    $0
    From related orgs
    $894,400
    Other
    $184,004
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,596 related
    Bonus
    $0 + $519,804 related
    Other
    $0
    Deferred
    $0 + $133,422 related
    Nontaxable benefits
    $0 + $50,582 related
    Filer's total
    $0 + $1,078,404 related

  • ELIZABETH BRZESKI

    CHIEF OPERATING OFFICER - PART YEAR

    Total calculated
    $224,271
    From this org
    $190,593
    From related orgs
    $0
    Other
    $33,678
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,317
    Bonus
    $10,276
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $33,678
    Filer's total
    $224,271

  • DAWN M KRAMER

    EXECUTIVE DIRECTOR

    Total calculated
    $125,077
    From this org
    $113,277
    From related orgs
    $0
    Other
    $11,800
    Hours/week
    40

  • KARISSA HOLPFER

    EXECUTIVE DIRECTOR

    Total calculated
    $106,610
    From this org
    $102,555
    From related orgs
    $0
    Other
    $4,055
    Hours/week
    40

  • NANCY CABALLERO

    DIRECTOR OF HEALTH SERVICES

    Total calculated
    $111,260
    From this org
    $103,535
    From related orgs
    $0
    Other
    $7,725
    Hours/week
    40

  • ROBERTA PLICHTA

    DIRECTOR OF HEALTH SERVICES

    Total calculated
    $101,619
    From this org
    $100,166
    From related orgs
    $0
    Other
    $1,453
    Hours/week
    40

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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THIS ENTITY RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR OFFICERS AND DIRECTORS: 1. COMPENSATION COMMITTEE 2. COMPENSATION STUDY 3. APPROVAL OF THE BOARD ANNUALLY APPROVING COMPENSATION AMOUNTS 4. INDEPENDENT COMPENSATION CONSULTANT
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
PROHEALTH CARE INC. (PHC) MAINTAINS A SUPPLEMENTAL RETIREMENT PLAN (SERP) FOR A SELECT GROUP OF EXECUTIVES OF PHC AND ITS AFFILIATED ENTITIES. THIS SERP IS AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE. BENEFITS UNDER THIS SERP ARE TAXABLE TO THE PARTICIPATING EXECUTIVES WHEN SUCH AMOUNTS ARE VESTED. SERP PAYMENTS DURING THE YEAR ARE AS FOLLOWS: SUSAN EDWARDS: $296,535 KENNETH PRICE: $122,585
Schedule J, Part I, Line 7 Non-fixed payments
PROHEALTH CARE HAS A LEADERSHIP INCENTIVE PROGRAM FOR LEADERS OF THE CORPORATION AND RELATED ORGANIZATIONS (COLLECTIVELY THE "SYSTEM"). THE PLAN RELATES FINANCIAL REWARD TO THE SYSTEM'S ACHIEVEMENT OF CERTAIN FINANCIAL AND NON-FINANCIAL OBJECTIVES. THE PRIMARY PURPOSE OF THE PLAN IS TO SUPPORT THE SYSTEM'S MISSION TO ACHIEVE CONTINUED GROWTH AND DEMONSTRATE VALUE THROUGH: (1) A SEAMLESS CONTINUUM OF PATIENT CENTERED CARE; (2) NATIONALLY RECOGNIZED OUTCOMES; (3) RESPONSIBLE AND EFFICIENT USE OF HEALTH CARE RESOURCES; AND (4) A FOCUS ON THE HEALTH OF OUR COMMUNITY.
Schedule J, Part II, Column (B)(ii)
A PORTION OF SUSAN EDWARDS, KENNETH PRICE, AND ANDREW GUTIERREZ'S BONUS AND INCENTIVE COMPENSATION PAYOUT (COLUMN B(II) ON PART II) WAS EARNED OVER A 3-YEAR SPAN AND VESTED IN THE CURRENT YEAR.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202642099349301429

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