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Nonprofit · EIN 04-2104367

KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS

Tax-exempt · WRENTHAM, MA 02093

Financials

$4.2M$3.9M2022$4.3M$4.3M2023$4.8M$4.5M2024
Revenue Expenses · by fiscal year end
Financials of KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$4,795,529$4,467,774$327,755$13,065,682$410,231$12,655,451
August 31, 2024990$4,320,863$4,295,660$25,203$12,529,065$300,013$12,229,052
August 31, 2023990$4,243,063$3,905,309$337,754$11,497,646$266,861$11,230,785
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$37,702
of which government grants
$2,220
Program service revenue
$3,965,153
Investment income
$792,674
Net gain from sales of assets
$538,922
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$2,399,330
Salaries, compensation and benefits (total)
$2,785,167
Professional fundraising fees
$0
Accounting fees
$28,500
Occupancy
$256,948
Travel
$7,797
Depreciation
$332,154
Program services (functional)
$3,756,431
Management and general (functional)
$711,343

Balance sheet and other

Total assets, start of year
$12,529,065
Total assets, end of year
$13,065,682
Total liabilities, end of year
$410,231
Net assets, end of year
$12,655,451
Land, buildings and equipment
$2,989,526
Publicly traded securities
$9,216,822
Net assets without donor restrictions
$12,636,020
Net assets with donor restrictions
$19,431
Gross receipts
$6,743,426
Employees
114
Volunteers
8
Year formed
1899
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CHRISTA LYNN WERTZRN
Highest-paid employee
40$131,656
JOHN MICHELMOREPRESIDENT
Trustee or director, Officer
2$0
LORRAINE BRUETREASURER
Trustee or director, Officer
2$0
WILLIAM CASBARRAVICE-PRESIDENT
Trustee or director, Officer
2$0
SHARON NERYCLERK
Trustee or director, Officer
2$0
MARY PETERSONASSISTANT-CLERK
Trustee or director, Officer
2$0
FAINA SCHWARTZTRUSTEE
Trustee or director
2$0
PETER TULLOCKTRUSTEE
Trustee or director
2$0
DAVE WIKLUNDASSISTANT-TREASURER
Trustee or director, Officer
2$0
990 for the year ended August 31, 2024: 8 people
NameTitleHours / weekCompensation
JOHN MICHELMORE ESQPRESIDENT
Trustee or director, Officer
2$0
SHARON NERYCLERK
Trustee or director, Officer
2$0
LORRAINE BRUETREASURER
Trustee or director, Officer
2$0
PETER TULLOCKTRUSTEE
Trustee or director
2$0
DAVID WIKLUNDASSISTANT TR
Trustee or director, Officer
2$0
WILLIAM CASBARRAVICE PRESIDE
Trustee or director, Officer
2$0
MARY PETERSONASISTANT CLE
Trustee or director, Officer
2$0
FAINA SCHWARTZTRUSTEE
Trustee or director
2$0
990 for the year ended August 31, 2023: 7 people
NameTitleHours / weekCompensation
JOHN MICHELMORE ESQPRESIDENT
Trustee or director, Officer
2$0
SHARON NERYCLERK
Trustee or director, Officer
2$0
LORRAINE BRUETREASURER
Trustee or director, Officer
2$0
PETER TULLOCKTRUSTEE
Trustee or director
2$0
DAVID WIKLUNDTRUSTEE
Trustee or director
2$0
WILLIAM CASBARRATRUSTEE
Trustee or director
2$0
MARY PETERSONASISTANT CLE
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
289 EAST ST, WRENTHAM, MA 02093-1338
Principal officer (990 for 2024)
LORRAINE BRUE, 289 EAST STREET, WRENTHAM, MA 02093
Signed the 990
LORRAINE BRUE, TREASURER
Phone
(508) 384-3531
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

IN-HOUSE CARE OF THE ELDERLY.

990 for the year ended August 31, 2025

Program accomplishments

  • PROVISION OF IN-HOUSE CARE SERVICES FOR ELDERLY RESIDENTS BY FULL-TIME NURSING STAFF, INCLUDING THE MAINTENANCE AND OPERATION OF FACILITIES USED TO PROVIDE SUCH CARE.
    Expenses $3,756,431 · revenue $3,965,153

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
04-2104367
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1935
Accounting year ends
August
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E920)
Assets (IRS master file)
$13,065,682
Income (IRS master file)
$6,743,426

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$4,795,529$4,467,774$13,065,682XML
990August 2024$4,320,863$4,295,660$12,529,065XML
990August 2023$4,243,063$3,905,309$11,497,646XML
990August 2022$4,146,682$3,742,997$10,807,282IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2104367).

Questions about KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS

What is the EIN of KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS?
The employer identification number (EIN) of KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS is 04-2104367.
Is KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1935.
Are donations to KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS?
The 990 for the year ended August 31, 2025 names LORRAINE BRUE.
Who are the officers and directors of KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS?
The 990 for the year ended August 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $131,656 (CHRISTA LYNN WERTZ, RN).
How much revenue does KINGS DAUGHTERS & SONS HOME FOR THE AGED IN NORFOLK COUNTY MASS have?
On its 990 for the year ended August 31, 2025 it reported revenue of $4,795,529, expenses of $4,467,774 and total assets of $13,065,682 at year end.

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