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National Regency of New Berlin

Also known as Prohealth CARE Regency Senior Communities

Waukesha, WI · EIN 39-1077992 · 501(c)(3) · Hospital or medical research organization
Latest filing: Form 990 for the fiscal year ending September 30, 2025 (tax year 2024) · View the filing · Correct or respond

National Regency of New Berlin reported $26.6 million in revenue and $25.0 million in expenses for the fiscal year ending September 30, 2025. Of every $100 it spent, $67.40 went to program services, $32.60 to management and general costs and $0.00 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 91.3% of the total. The highest compensation it reported for one person was $4,073,911 (PRESIDENT AND CEO - PHC). 5 people received more than $100,000 in reportable compensation. Revenue rose 17% between FY2020 and FY2025. Source: Form 990, FY2025.

Where $100 of spending went

The fiscal year ending September 30, 2025 · Form 990, Part IX, line 25 · total expenses $25M

For context, the median across 3,614 covered human services charities: $88.27 programs, $11.52 management, $0.21 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

The fiscal year ending September 30, 2025 · Form 990, Part VIII · total revenue $27M

The 990 scorecard · same measures for every charity, no grades

FY2025 filing. Median across 3,614 covered charities in this category, from their latest filings.
MeasureFY2025Median
Program services
Part IX 25(B) ÷ 25(A)
67.4%87.2%
Management & general
Part IX 25(C) ÷ 25(A)
32.6%11.4%
Fundraising
Part IX 25(D) ÷ 25(A)
0.0%0.2%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
Not reported$0.02
Contributions & grants share of revenue
Part VIII 1h ÷ 12
0.7%20.6%
Government grants share of revenue
Part VIII 1e ÷ 12
0.7%2.4%
Program service revenue share
Part VIII 2g ÷ 12
91.3%70.8%
Highest reported compensation
Part VII-A, columns D–F
$4,073,911$274,992
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
16.32%1.18%
People paid over $100,000
Part VII, line 2
56
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
39.46.9
Independent voting board members
Part VI 1a–1b
0 of 3100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

FY2025 · Form 990, Part III · the three largest programs by expense
$17M expenses · 98.6% of program spending · revenue $23M

Certified residential care apartment complex facilities and independent living apartments: provides a comfortable, affordable and secure environment with quality supportive services to its residents

$238K expenses · 1.4% of program spending · revenue $1.5M

Medical office building adjacent to hospital: provides convenient access to physicians and patients receiving medical care

Highest reported compensation

FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
PRESIDENT AND CEO - PHC
Director/trustee, officer, 2.0 hrs/week
$0$3,597,030$476,881$4,073,911
DIRECTOR/COO OF PHC
Director/trustee, officer, 2.0 hrs/week
$0$1,465,856$244,625$1,710,481
CHIEF FINANCIAL OFFICER
Officer, 2.0 hrs/week
$0$894,400$184,004$1,078,404
SECRETARY/TREASURER
Director/trustee, officer, 2.0 hrs/week
$0$513,392$129,984$643,376
CHIEF OPERATING OFFICER - PART YEAR
Officer, 40.0 hrs/week
$190,593$0$33,678$224,271
EXECUTIVE DIRECTOR
Highest compensated employee, 40.0 hrs/week
$113,277$0$11,800$125,077
DIRECTOR OF HEALTH SERVICES
Highest compensated employee, 40.0 hrs/week
$103,535$0$7,725$111,260
EXECUTIVE DIRECTOR
Highest compensated employee, 40.0 hrs/week
$102,555$0$4,055$106,610

5 people received more than $100,000 in reportable compensation from National Regency of New Berlin (Part VII, line 2). Compensation of current officers, directors and key employees totaled $43,617 (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$10M$20M$30M$40MFY2020FY2021FY2022FY2023FY2024FY2025$27M$25M
FilingRevenueExpensesProgramsNet assetsTop pay
FY2025 ⓘ$27M$25M67.4%$82M$4,073,911
FY2024 ⓘ$26M$22M68.7%$78M$3,003,075
FY2023 ⓘ$24M$21M72.7%$68M$2,875,461
FY2022 ⓘ$22M$20M72.4%$62M$3,717,986
FY2021 ⓘ$23M$18M71.4%$67M$2,447,706
FY2020 ⓘ$23M$18M71.7%$60M$1,684,482

Governance answers, as filed

FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b3 · 0 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13No
  • Document retention policy Part VI 14No
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 5274
  • Volunteers Part I, line 660

Largest outside contractors

FY2025 · Form 990, Part VII, Section B · businesses only
Pro 2 Pave Inc
Paving/patching/concrete
$383,687
Best Carpet
Carpet/Flooring provider
$346,549
JMBrennan Inc
HVAC equipment
$319,723
CertaSite LLC
Fire protection equipment
$247,594
Zien Service Inc
HVAC equipment
$222,047

Individuals listed as contractors are left out. 9 contractors were paid more than $100,000 in all.

Private foundation grants it received

1 private foundation reported grants to National Regency of New Berlin totaling $59 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from National Regency of New Berlin's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for National Regency of New Berlin, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All human services charities · Largest charities in Wisconsin

Questions people ask

How much of National Regency of New Berlin's spending goes to programs?

In the fiscal year ending September 30, 2025, National Regency of New Berlin reported that 67.4% of its $25.0 million in expenses went to program services, 32.6% to management and general and 0.0% to fundraising (Form 990, Part IX).

How much does National Regency of New Berlin pay its top executive?

The largest total compensation National Regency of New Berlin reported for one person in the fiscal year ending September 30, 2025 was $4,073,911, for the role of PRESIDENT AND CEO - PHC (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does National Regency of New Berlin get its money?

Of $26.6 million in revenue in the fiscal year ending September 30, 2025, 0.7% came from contributions and grants (including 0.7% from government grants) and 91.3% from program service revenue (Form 990, Part VIII).

Is National Regency of New Berlin a registered charity?

The IRS lists EIN 39-1077992 as a 501(c)(3) organization (hospital or medical research organization), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • FY2025: Form 990 for the fiscal year ending September 30, 2025, object 202642099349301429 · read the filing
  • FY2024: Form 990 for the fiscal year ending September 30, 2024, object 202502109349300900 · read the filing
  • FY2023: Form 990 for the fiscal year ending September 30, 2023, object 202402129349301300 · read the filing
  • FY2022: Form 990 for the fiscal year ending September 30, 2022, object 202332239349302053 · read the filing
  • FY2021: Form 990 for the fiscal year ending September 30, 2021, object 202202239349300925 · read the filing
  • FY2020: Form 990 for the fiscal year ending September 30, 2020, object 202112189349300901 · read the filing

All filings for EIN 39-1077992: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.