National Regency of New Berlin Inc
Donations deductibleNational Regency of New Berlin Inc's network
3 peoplei3 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
3 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Bradley Treichel (also filed as Brad Treichel) | Secretary/Treasurer | 2018 | 8 yrs |
| Kenneth Price | Director and COO - PHC | 2018 | 8 yrs |
| Susan Edwards | President and CEO - PHC | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
10 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Allan McPhedran | Director of Dining and Linen Services | since 2022 |
| Andrew Gutierrez | Chief Financial Officer | since 2022 |
| Bonnie Cohn | Muskego Campus Administrator | 2021 |
| Dawn M Kramer | Campus Administrator | 2024 |
| Debra Bertacchini | Administrator - Part Year | since 2018 |
| Elizabeth Brzeski | Chief Operating Officer | since 2020 |
| Kevin Barr | Interim CFO - Started Aug 2021 | since 2021 |
| Mara Henningsen | Campus Administrator | 2024 |
| Ronald Farr | Chief Financial/Admin Officer | since 2018 |
| Todd Van Heesch | Food SVS Director | 2018 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Elizabeth Brzeski | Chief Operating Officer - Part Year | 40 | $191k | $34k | |
| Dawn M Kramer | Executive Director | 40 | $113k | $12k | |
| Nancy Caballero | Director of Health Services | 40 | $104k | $8k | |
| Karissa Holpfer | Executive Director | 40 | $103k | $4k | |
| Roberta Plichta | Director of Health Services | 40 | $100k | $1k | |
| Bradley Treichel | Secretary/Treasurer | 2 | $0 | $513k | $130k |
| Kenneth Price | Director/COO of PHC | 2 | $0 | $1.5m | $245k |
| Susan Edwards | President and CEO - PHC | 2 | $0 | $3.6m | $477k |
| Andrew Gutierrez | Chief Financial Officer | 2 | $0 | $894k | $184k |
About
- Legal name
- National Regency of New Berlin Inc
- EIN
- 391077992
- Address
- N17w24100 Riverwood Dr Ste 130, Waukesha, WI, 53188-1177
- State
- Wisconsin
- 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. (as filed on the Form 990)
- Activity (NTEE)
- P750 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 9 (IRS master file code)
- Formed
- 1964
- IRS ruling date
- 1 April 1967
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedHOSPITALProhealth Oconomowoc Memorial Hospital IncRelatedCHARITABLE SUPPORTProhealth Care Foundation IncRelatedHEALTHCAREProhealth Home Care IncRelatedHOSPITALProhealth Waukesha Memorial Hospital Inc
Longest observed on the filings
≥8years on the filingsBradley Treichel
≥8years on the filingsKenneth Price
≥8years on the filingsSusan Edwards
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $108.6m
- Total liabilities
- $26.6m
- Net assets or fund balances
- $82m
- Contributions and grants received
- $185k
- Program service revenue
- $24.3m
- Employees
- 274
- Volunteers
- 60
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $26.1m | $22.2m | $3.9m |
As filed on the IRS Form 990. US dollars.