2025-11-14T09:19:04-06:00 2024-12-31 900525804 SAVILLE CPAS AND ADVISORS LLC 700 NORTH PEARL STREET SUITE 1900 DALLAS TX 75201 990PF 2024-01-01 752763113 MR & MRS JAMES A STROUD FOUNDATION JAME 2144632600 5949 SHERRY LANE 960 DALLAS TX 75225 JAMES A STROUD CEO 2144632600 2025-11-07 1 0 KOREY D GREEN CPA P00418128 2149229727 2025-11-05 2024 2025-03-06 01:10:19Z X 9201372 X X 79435 79435 79435 34482 34482 34482 1136460 9300000 1136460 0 4294015 0 4294015 5544392 1250377 4407932 0 0 0 0 2254774 0 2029296 225477 150241 0 135217 15024 27748 2775 24973 0 33981 1699 28884 3398 18926 1893 17033 0 209208 0 188287 20921 276890 0 276890 525518 26276 446691 52552 1035 0 1035 0 688426 32772 655654 0 4186747 65415 3803960 317372 0 0 4186747 65415 3803960 317372 1357645 1184962 603972 1014572 1025330 1025330 2381 8176042 0 0 8176042 8176042 8000771 0 0 53533 0 0 9071257 9201372 9201372 100 100 2036573 809043 2036673 809143 X 0 0 0 0 7034584 8392229 7034584 8392229 9071257 9201372 7034584 1357645 0 8392229 0 8392229 SALE OF SONOMA HOUSE ASSISTED LIVING FACILITY P 2024-10-07 9300000 3493237 11656777 1136460 1136460 1136460 0 16471 0 16471 0 16471 0 0 0 0 0 X 480 16951 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 1 0 1 0 1 WWW.SONOMAHOUSEAL.COM JAMES A STROUD 2144632600 5949 SHERRY LANE STE 960 DALLAS TX 75225 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES A STROUD 5949 SHERRY LANE SUITE 960 DALLAS TX 75225 CEO, SEC. 1.00 0 0 0 LYNN M STROUD 5949 SHERRY LANE SUITE 960 DALLAS TX 75225 PRES., TREAS. 1.00 0 0 0 WILL STROUD 5949 SHERRY LANE SUITE 960 DALLAS TX 75225 VICE PRES. 1.00 0 0 0 DEBORA HOWELL 5949 SHERRY LANE SUITE 960 DALLAS TX 75225 MARKETING DIRECTOR 40.00 85250 0 0 JAVIER OLVERA 5949 SHERRY LANE SUITE 960 DALLAS TX 75225 MAINTENANCE DIRECTOR 40.00 68478 0 0 KELSEY FLANDERS 5949 SHERRY LANE SUITE 960 DALLAS TX 75225 BUSINESS OFFICE MANA 40.00 62675 0 0 VIOLETA BARBOZA 5949 SHERRY LANE SUITE 960 DALLAS TX 75225 ACTIVITIES DIRECTOR 40.00 61410 0 0 TERESA WINFREY 5949 SHERRY LANE SUITE 960 DALLAS TX 75225 HR 40.00 58297 0 0 0 NONE 0 OPERATION OF AN ASSISTED LIVING AND ALZHEIMER'S CARE PROPERTY WITH A CAPACITY OF 102 RESIDENTS. OCCUPANCY FOR 2024 IS 79 RESIDENTS. 3625260 N/A 0 0 0 0 1033775 2045006 3078781 0 0 3078781 690314 2388467 119423 X 317372 0 317372 1998-06-30 X 119423 2857 3755 3174 129209 101510 2428 3192 2698 109828 317372 348975 316795 293773 1276915 0 0 0 0 0 317372 348975 316795 293773 1276915 9201372 9071256 9738852 9813333 37824813 6555977 8617693 9251909 9322667 33748246 0 0 0 0 0 JAMES A STROUD LYNN M STROUD JAMES A STROUD 5949 SHERRY LANE SUITE 960 DALLAS TX 75225 2144632600 WRITTEN REQUEST SHOWING AMOUNT AND PURPOSE SUPPORTING CHRISTIAN FAMILY VALUES OR SENIOR ADULTS. CALENDAR NONE 0 0 LEVEL OF CARE REVENUE 4205036 SERVICES REVENUE 4979 COMMUNITY REVENUE 84000 14 79435 14 34482 1136460 0 113917 5430475 5544392 1 LEVEL OF CARE IS A TYPE OF ASSISTANCE SERVICE PLAN SONOMA HOUSE PROVIDES TO THE RESIDENTS. THE PLANS RANGE WITH SCHEDULED ASSISTANCE INTO AND OUT OF SHOWER TO FULL ASSISTANCE WITH GROOMING AND DRESSING. 2 SERVICES REVENUE REFERS TO MEDICATION MANAGEMENT AND WANDER MANAGEMENT (A DEVICE USED TO ALERT MOVEMENT OF A PERSON) FOR EACH RESIDENT. 3 COMMUNITY REVENUE IS RECEIVED AS A DEPOSIT FROM A PROSPECTIVE RESIDENT. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 33981 1699 28884 3398 NONE 0 APPROXIMATELY 67% OF THE CASH BALANCES HELD BY THE ORGANIZATION ARE USED FOR OPERATION OF THE RETIREMENT COMMUNITY. THE OPERATION AND OWNERSHIP OF THE RETIREMENT COMMUNITY ARE DIRECTLY CONNECTED WITH THE CHARITABLE EXEMPT PURPOSE OF THE ORGANIZATION. BUILDING 2012-12-15 8660065 2485755 SL 27.500000000000 236184 0 236184 LAND 2012-09-07 1409101 L 0 0 0 SONOMA - 15 PASSENGER VAN 2013-10-29 62769 52577 SL 5.000000000000 0 0 0 SONOMA-MAINTENANCE VEHICLE 2014-03-01 8325 6664 SL 5.000000000000 0 0 0 SONOMA-EQUIPMENT 2014-01-01 1700 1454 SL 7.000000000000 0 0 0 SONOMA-FFE/NURSE CALL SYS 2014-04-01 582334 519948 SL 7.000000000000 0 0 0 JAS-HVAC 2017-03-01 2577 642 SL 27.500000000000 70 0 70 JAS-HVAC 2017-09-01 2650 608 SL 27.500000000000 72 0 72 JAS-PLUMBING 2017-08-15 7680 1790 SL 27.500000000000 209 0 209 JAS-CARPET 2017-05-01 1750 1750 SL 5.000000000000 0 0 0 JAS-CARPET 2017-09-01 2408 2408 SL 5.000000000000 0 0 0 JAS-MAG LOCK DOOR 2017-10-15 7152 6387 SL 7.000000000000 765 0 765 JAS-DRYERS X 3 2017-05-01 4621 4400 SL 7.000000000000 221 0 221 JAS-LIGHT FIXTURES 2017-01-01 2846 721 SL 27.500000000000 78 0 78 JAS-KITCHEN EQUIPMENT 2017-12-01 4794 4167 SL 7.000000000000 514 0 514 JAS-REPLACEMENT PIPES AND WATER DAMAGE REPAIR 2018-04-06 5650 1179 SL 27.500000000000 154 0 154 JAS-CARPET 2018-07-13 7481 7481 SL 5.000000000000 0 0 0 JAS-FOUNDTAN BASIN 2018-07-13 1400 1100 SL 7.000000000000 150 0 150 JAS-MAG LOCK 2018-09-13 10500 8000 SL 7.000000000000 1125 0 1125 JAS-IRON GATE 2018-10-02 300 226 SL 7.000000000000 32 0 32 SONOMA-CARPET 2018-12-14 6651 6651 SL 5.000000000000 0 0 0 SONOMA-DRYER 2018-07-13 764 600 SL 7.000000000000 82 0 82 JAS-WEBSITE DESIGN 2018-07-17 10000 10000 SL 5.000000000000 0 0 0 SONOMA-WEBSITE DESIGN 2018-08-17 14680 14680 SL 5.000000000000 0 0 0 JAS-WEBSITE DESIGN 2018-08-17 3500 3500 SL 5.000000000000 0 0 0 JAS-WEBSITE DESIGN 2018-09-26 4487 4487 SL 5.000000000000 0 0 0 JAS-REPLACEMENT VALVE 2018-09-20 2434 1827 SL 7.000000000000 261 0 261 SONOMA-LAPTOP AND PRINTER 2018-04-06 1123 1123 SL 5.000000000000 0 0 0 KITCHEN EQUIPMENT 2019-06-30 9363 6021 SL 7.000000000000 1003 0 1003 FF&E - MAJOR REMOVABLE 2019-06-30 24533 15772 SL 7.000000000000 2629 0 2629 FF&E - SMALLWARES 2019-06-30 2289 1472 SL 7.000000000000 245 0 245 SONOMA - FUNITURE 2019-06-30 1083 697 SL 7.000000000000 116 0 116 BUILDING 2019-06-30 1100 180 SL 27.500000000000 30 0 30 LAND 2019-06-30 827 L 0 0 0 FF&E - MAJOR REMOVABLE 2020-02-24 2289 1254 SL 7.000000000000 245 0 245 FF&E - MAJOR REMOVABLE 2020-04-17 2122 1111 SL 7.000000000000 227 0 227 FF&E - MAJOR REMOVABLE 2020-08-07 2880 1404 SL 7.000000000000 309 0 309 FF&E - MAJOR REMOVABLE 2020-12-14 2880 1267 SL 7.000000000000 309 0 309 KITCHEN EQUIPMENT 2020-08-07 2701 1319 SL 7.000000000000 289 0 289 LAUNDRY EQUIPMENT 2020-08-07 803 393 SL 7.000000000000 86 0 86 LAND 2020-03-27 3500 L 0 0 0 LAND 2020-02-26 1268 L 0 0 0 JAS OPTICAL CABLE 2021-09-29 61370 5022 SL 27.500000000000 1674 0 1674 EXCAVATION 2021-04-02 14598 1460 SL 27.500000000000 398 0 398 CONSTRUCTION 2021-08-27 27954 2373 SL 27.500000000000 762 0 762 FLOORING 2021-12-28 3892 1112 SL 7.000000000000 417 0 417 EQUIPMENT 2021-05-07 1825 696 SL 7.000000000000 196 0 196 JAS-FF&E MAJOR MOVEABLE 2022-04-07 4788 1197 SL 7.000000000000 513 0 513 JAS-FF&E MAJOR MOVEABLE 2022-08-19 11755 2239 SL 7.000000000000 1259 0 1259 JAS-FF&E MAJOR MOVEABLE 2022-02-18 2087 546 SL 7.000000000000 224 0 224 JAS-FF&E MAJOR MOVEABLE 2022-02-28 902 236 SL 7.000000000000 97 0 97 JAS-FF&E MAJOR MOVEABLE 2022-03-15 2580 676 SL 7.000000000000 276 0 276 JAS-FF&E MAJOR MOVEABLE 2022-04-19 1921 457 SL 7.000000000000 206 0 206 JAS-FF&E MAJOR MOVEABLE 2022-04-25 1253 298 SL 7.000000000000 134 0 134 JAS-FF&E MAJOR MOVEABLE 2022-05-05 676 161 SL 7.000000000000 72 0 72 JAS-FF&E MAJOR MOVEABLE 2022-05-17 13904 3145 SL 7.000000000000 1490 0 1490 JAS-FF&E MAJOR MOVEABLE 2022-05-25 2837 641 SL 7.000000000000 304 0 304 JAS-FF&E MAJOR MOVEABLE 2022-06-10 904 204 SL 7.000000000000 97 0 97 JAS-FF&E MAJOR MOVEABLE 2022-07-07 1442 309 SL 7.000000000000 155 0 155 JAS-FF&E MAJOR MOVEABLE 2022-07-22 18517 3747 SL 7.000000000000 1984 0 1984 JAS-FF&E MAJOR MOVEABLE 2022-08-10 1703 344 SL 7.000000000000 182 0 182 JAS-FF&E MAJOR MOVEABLE 2022-09-09 3036 579 SL 7.000000000000 325 0 325 JAS-FF&E MAJOR MOVEABLE 2022-09-20 1613 288 SL 7.000000000000 173 0 173 JAS-FF&E MAJOR MOVEABLE 2022-12-08 3550 549 SL 7.000000000000 380 0 380 JAS-FF&E MAJOR MOVEABLE 2022-12-23 3134 448 SL 7.000000000000 336 0 336 LAUNDRY EQUIPMENT 2022-01-07 932 266 SL 7.000000000000 100 0 100 JAS-DIRECT CONSTRUCTION 2023-11-08 8975 214 SL 7.000000000000 962 0 962 JAS-ON SITE CONSTRUCTION 2023-12-12 39360 469 SL 7.000000000000 4217 0 4217 JAS-FF&E MAJOR MOVEABLE 2023-11-08 1996 48 SL 7.000000000000 214 0 214 JAS-WEB DESIGN 2023-09-08 6374 425 SL 5.000000000000 956 0 956 JAS-WEB DESIGN 2023-10-13 2875 144 SL 5.000000000000 431 0 431 JAS-INDIRECT CONSTRUCTION 2023-05-19 3660 305 SL 7.000000000000 392 0 392 JAS-INDIRECT CONSTRUCTION 2023-06-07 757 63 SL 7.000000000000 81 0 81 JAS-INDIRECT CONSTRUCTION 2023-06-16 2037 146 SL 7.000000000000 218 0 218 JAS-INDIRECT CONSTRUCTION 2023-06-20 101 7 SL 7.000000000000 11 0 11 JAS-INDIRECT CONSTRUCTION 2023-06-23 1350 96 SL 7.000000000000 145 0 145 JAS-INDIRECT CONSTRUCTION 2023-07-21 14750 878 SL 7.000000000000 1580 0 1580 JAS-INDIRECT CONSTRUCTION 2023-07-27 1695 101 SL 7.000000000000 182 0 182 JAS-INDIRECT CONSTRUCTION 2023-08-14 879 52 SL 7.000000000000 94 0 94 JAS-INDIRECT CONSTRUCTION 2023-08-25 614 29 SL 7.000000000000 66 0 66 JAS-FF&E MAJOR MOVEABLE 2023-10-13 425 15 SL 7.000000000000 46 0 46 JAS-FF&E MAJOR MOVEABLE 2023-10-20 1050 25 SL 7.000000000000 113 0 113 JAS-FF&E MAJOR MOVEABLE 2023-01-04 1676 239 SL 7.000000000000 180 0 180 JAS-FF&E MAJOR MOVEABLE 2023-01-19 3153 413 SL 7.000000000000 338 0 338 JAS-FF&E MAJOR MOVEABLE 2023-01-27 825 108 SL 7.000000000000 88 0 88 JAS-FF&E MAJOR MOVEABLE 2023-02-23 2096 250 SL 7.000000000000 225 0 225 JAS-FF&E MAJOR MOVEABLE 2023-02-27 828 99 SL 7.000000000000 89 0 89 JAS-FF&E MAJOR MOVEABLE 2023-03-03 1350 161 SL 7.000000000000 145 0 145 JAS-FF&E MAJOR MOVEABLE 2023-03-09 6828 813 SL 7.000000000000 732 0 732 JAS-FF&E MAJOR MOVEABLE 2023-03-15 2878 343 SL 7.000000000000 308 0 308 JAS-FF&E MAJOR MOVEABLE 2023-03-17 5113 548 SL 7.000000000000 548 0 548 JAS-FF&E MAJOR MOVEABLE 2023-03-31 550 59 SL 7.000000000000 59 0 59 JAS-FF&E MAJOR MOVEABLE 2023-04-11 2079 223 SL 7.000000000000 223 0 223 JAS-FF&E MAJOR MOVEABLE 2023-04-28 625 60 SL 7.000000000000 67 0 67 JAS-FF&E MAJOR MOVEABLE 2023-05-05 1040 99 SL 7.000000000000 111 0 111 JAS-FF&E MAJOR MOVEABLE 2023-05-12 6399 609 SL 7.000000000000 686 0 686 JAS-FF&E MAJOR MOVEABLE 2023-05-19 892 74 SL 7.000000000000 96 0 96 JAS-FF&E MAJOR MOVEABLE 2023-06-01 2160 180 SL 7.000000000000 231 0 231 JAS-FF&E MAJOR MOVEABLE 2023-06-09 1400 117 SL 7.000000000000 150 0 150 JAS-FF&E MAJOR MOVEABLE 2023-06-16 4938 353 SL 7.000000000000 529 0 529 JAS-FF&E MAJOR MOVEABLE 2023-06-23 1677 120 SL 7.000000000000 180 0 180 JAS-FF&E MAJOR MOVEABLE 2023-07-07 1525 109 SL 7.000000000000 163 0 163 JAS-FF&E MAJOR MOVEABLE 2023-07-27 1677 100 SL 7.000000000000 180 0 180 JAS-FF&E MAJOR MOVEABLE 2023-09-15 5135 245 SL 7.000000000000 550 0 550 JAS-INDIRECT CONSTRUCTION 2024-01-11 16784 SL 7.000000000000 1798 0 1798 JAS-EQUIPMENT 2024-08-28 7093 SL 7.000000000000 84 0 84 JAS-FURNITURE 2024-05-13 3163 SL 7.000000000000 188 0 188 SONOMA - INDIRECT CONSTRUCTION 2024-08-28 56890 SL 7.000000000000 677 0 677 SONOMA - FF&E MAJOR MOVEABLE 2024-06-27 39153 SL 7.000000000000 1398 0 1398 LEGAL FEES 27748 2775 24973 0 CONSTRUCTION IN PROGRESS 53533 0 0 ADVERTISING 12608 0 12608 0 DINING SERVICES 326307 0 326307 0 OFFICE EXPENSES 159369 15937 143432 0 INFORMATION TECHNOLOGY 32336 3234 29102 0 INSURANCE 39235 1962 37273 0 REPAIRS AND MAINTENANCE 116391 11639 104752 0 EVENTS 2180 0 2180 0 LEVEL OF CARE REVENUE 4205036 4205036 SERVICES REVENUE 4979 4979 COMMUNITY REVENUE 84000 84000 PAYROLL LIABILITIES 80 0 COMMUNITY DEPOSIT 15500 0 OTHER PAYABLE 2020993 809043 OTHER FEES 18926 1893 17033 0 SALES AND PAYROLL TAXES 209208 0 188287 20921