Public Charity

NATIONAL REGENCY OF NEW BERLIN INC

NATIONAL REGENCY OF NEW BERLIN INC is a Public Charity headquartered in WAUKESHA, WI. Financial data from the 2025 filing: $26.6M revenue, $25.0M expenses, $108.6M total assets.

EIN: 391077992 WAUKESHA, WI Supportive Housing for Older Adults NTEE: P75 Latest filing: 2025
Total Revenue$26.6M
Total Expenses$25.0M
Total Assets$108.6M
Grant Records0
Filing Years2021–2025

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.

Where $100 goes at National Regency of New Berlin Inc

How National Regency of New Berlin Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$72 Programs the work itself
$28 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $72 for programs

$71
Certified residential care apartment complex facilities and independent living apartments: provides a comfortable, affordable and secure environment with quality supportive services to its residents
99% of program spending
$1
Medical office building adjacent to hospital
1% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

CHIEF FINANCIAL OFFICER Andrew Gutierrez
SECRETARY/TREASURER Bradley Treichel
EXECUTIVE DIRECTOR Dawn M Kramer
CHIEF OPERATING OFFICER - PART YEAR Elizabeth Brzeski
EXECUTIVE DIRECTOR Karissa Holpfer
DIRECTOR/COO OF PHC Kenneth Price

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $26.6M $25.0M $108.6M
2024 $26.1M $22.2M $102.1M
2023 $23.8M $20.7M $92.9M
2022 $22.0M $19.9M $87.3M
2021 $22.6M $18.4M $91.9M

Between 2021 and 2025, reported annual revenue grew from $22.6M to $26.6M (+18%), with total assets most recently reported at $108.6M.

Interactive year-over-year charts and full filing details available with membership.

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