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← NATIONAL REGENCY OF NEW BERLIN INC

Form 990 for tax year 2023

Filed by NATIONAL REGENCY OF NEW BERLIN INC.

Totals

Total revenue
$26,118,730
Total expenses
$22,218,270
Contributions and grants received
$236,399
Grants paid
$0
Program service revenue
$24,344,422
Investment income
$1,352,564
Other revenue
$185,345
Total assets, end of year
$102,128,584
Total liabilities, end of year
$24,600,992
Net assets or fund balances, end of year
$77,527,592
Program services expenses (Part IX)
$15,260,771
Management and general expenses
$6,957,499
Fundraising expenses
$0
Program service expenses (Part III)
$15,260,771

Program services were 68.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SUSAN EDWARDS

    PRESIDENT AND CEO - PHC

    Total calculated
    $3,003,075
    From this org
    $0
    From related orgs
    $2,283,498
    Other
    $719,577
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,232,169 related
    Bonus
    $0 + $767,535 related
    Other
    $0 + $283,794 related
    Deferred
    $0 + $681,589 related
    Nontaxable benefits
    $0 + $37,988 related
    Filer's total
    $0 + $3,003,075 related

  • KENNETH PRICE

    DIRECTOR AND COO - PHC

    Total calculated
    $1,291,923
    From this org
    $0
    From related orgs
    $945,948
    Other
    $345,975
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $529,317 related
    Bonus
    $0 + $302,184 related
    Other
    $0 + $114,447 related
    Deferred
    $0 + $291,222 related
    Nontaxable benefits
    $0 + $54,753 related
    Filer's total
    $0 + $1,291,923 related

  • BRADLEY TREICHEL

    SECRETARY/TREASURER

    Total calculated
    $612,611
    From this org
    $0
    From related orgs
    $489,638
    Other
    $122,973
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,367 related
    Bonus
    $0 + $165,271 related
    Other
    $0
    Deferred
    $0 + $85,328 related
    Nontaxable benefits
    $0 + $37,645 related
    Filer's total
    $0 + $612,611 related

  • ANDREW GUTIERREZ

    CHIEF FINANCIAL OFFICER

    Total calculated
    $805,458
    From this org
    $0
    From related orgs
    $566,412
    Other
    $239,046
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $355,604 related
    Bonus
    $0 + $210,808 related
    Other
    $0
    Deferred
    $0 + $192,295 related
    Nontaxable benefits
    $0 + $46,751 related
    Filer's total
    $0 + $805,458 related

  • ELIZABETH BRZESKI

    CHIEF OPERATING OFFICER

    Total calculated
    $206,548
    From this org
    $176,961
    From related orgs
    $0
    Other
    $29,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,961
    Bonus
    $10,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,587
    Filer's total
    $206,548

  • MARA HENNINGSEN

    CAMPUS ADMINISTRATOR

    Total calculated
    $131,763
    From this org
    $114,287
    From related orgs
    $0
    Other
    $17,476
    Hours/week
    40

  • DAWN M KRAMER

    CAMPUS ADMINISTRATOR

    Total calculated
    $123,941
    From this org
    $107,905
    From related orgs
    $0
    Other
    $16,036
    Hours/week
    40

  • ALLAN MCPHEDRAN

    DIRECTOR OF DINING AND LINEN SERVICES

    Total calculated
    $117,140
    From this org
    $112,173
    From related orgs
    $0
    Other
    $4,967
    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)

PART I, LINE 3
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
PART I, LINE 4B
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: $283,794 KENNETH PRICE: $114,447
PART I, LINE 7
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.

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
2023
Filed
28 July 2025
IRS schema version
2023v6.0
Source object
202502109349300900

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