2015-05-15T15:09:55-05:00 2014-12-31 LANE GORMAN TRUBITT PLLC 2626 HOWELL STREET SUITE 700 DALLAS TX 752044064 990PF 2014-01-01 752763113 MR & MRS JAMES A STROUD FOUNDATION % JAMES A STROUD JAME 2144632600 5949 SHERRY LANE SUITE 600 Suite DALLAS TX 75225 JAMES A STROUD CEO 2144632600 2015-05-15 true Matthew D Peck P00029866 2144632600 2014 2016-02-25 16:41:14Z X 10750386 X 0 4516 4516 4516 38 38 38 761327 761327 765881 4554 765881 0 673558 633145 40413 198428 186522 11906 5601 0 5601 0 170 8 153 8 9518 952 8566 338300 338300 280516 280516 199128 9956 179215 9956 31 31 1552 1552 222622 17629 -867720 1075635 1929424 28545 765881 1137918 5338 5338 1934762 28545 765881 1143256 -1168881 0 1907479 914155 914155 10120184 283953 7599377 9836231 9836231 9506856 10750386 10750386 5119578 6955751 13088 591471 5132666 7547222 X 4374190 3203164 4374190 3203164 9506856 10750386 4374190 -1168881 3205309 2145 3203164 false 6142695 228476 26.885515 136468 3892065 0.035063 246685 4462146 0.055284 221158 4757437 0.046487 257799 4813413 0.053558 27.075907 5.415181 141092 764039 0 764039 3662772 X 0 0 0 1650 1650 1650 1650 false false false false false false false true true TX true true false true false true www.sonomahouseal.com JAMES A STROUD 2144632600 5949 SHERRY LANE STE 600 DALLAS TX 75225 false false false false false false false false false false false false false false false false false false false false JAMES A STROUD 5949 SHERRY LANE SUITE 600 DALLAS TX 75225 CEO, SECRETARY 1.0 0 0 0 LYNN M STROUD 5949 SHERRY LANE SUITE 600 DALLAS TX 75225 PRESIDENT, TEASURER 1.0 0 0 0 WILL STROUD 5949 SHERRY LANE SUITE 600 DALLAS TX 75225 VICE PRESIDENT 1.0 0 0 0 LAURIE BUNCE 5949 SHERRY LANE STE 600 DALLAS TX 75225 EXECUTIVE DIRECTOR 40.0 67560 79 0 OPERATION OF AN ASSISTED LIVING AND ALZHEIMER'S CARE PROPERTY WITH A CAPACITY OF 112 RESIDENTS. CURRENT OCCUPANCY IS 35 RESIDENTS. 4423315 N/A 0 1410922 0 1410922 0 1410922 1269830 141092 7055 X 1143256 0 2519516 0 0 3662772 0 3662772 0 0 2012 2011 2010 0 0 0 3662772 0 3662772 3662772 0 0 0 0 3662772 0 3662772 X 0 8520 8520 0 7242 7242 3662772 6142717 9805489 5338 23075 28413 3657434 6119642 9777076 10750386 9506856 20257242 9675347 8556170 18231517 0 0 0 0 JAMES A STROUD LYNN M STROUD NONE JAMES A STROUD 5949 SHERRY LANE SUITE 600 DALLAS TX 75225 2144632600 WRITTEN REQUEST SHOWING AMOUNT AND PURPOSE SUPPORTING CHRISTIAN FAMILY VALUES OR SENIOR ADULTS CALENDAR NONE DALLAS THEOLOGY SEMINARY 3909 SWISS AVE DALLAS TX 75204 NONE PC HOLIDAY GIFT 4483 ANGEL FLIGHT INC 1515 EAST 71ST STREET SUITE 312 TULSA OK 74136 NONE PC VOLUNTEER OPERATIONS 855 5338 LEVEL OF CARE REVENUE 615325 SERVICES REVENUE 12692 COMMUNITY REVENUE 63147 DEVELOPMENT REVENUE 70163 14 4516 14 38 4554 761327 765881 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. 4 DEVELOPMENT FEE REVENUE ASSOCIATED WITH ASSISTED LIVING COMMUNITY CURRENTLY IN THE DEVELOPMENT AND CONSTRUCTION STAGE IN 2014. false false false false false false false false false false ACCOUNTING FEES 170 8 153 8 Approximately 90% of the cash balances held by the organization are used for operation and continuing construction costs of the developing retirement community. The operation and construction costs are directly connected with the charitable exempt purpose of the organization. BUILDING 2012-12-15 8137185 2417 280273 LAND 2012-09-07 1409101 L EQUIPMENT 2012-06-01 1700 1020 M5 243 SONOMA -BLDG CIP 2013-01-01 572198 BUILDING 8137185 282690 7854495 LAND 1409101 1409101 EQUIPMENT 1700 1263 437 SONOMA -BLDG CIP 572198 572198 LEGAL FEES 5601 5601 PRIOR PERIOD ADJUSTMENT 2145 OFFICE EXPENSES 37817 3782 34035 INFORMATION TECHNOLOGY 16035 1604 14432 MISCELLANEOUS EXPENSES 76908 7691 69217 ADVERTISING 41410 41410 REPAIRS AND MAINTENANCE 6458 6458 EVENTS 11374 11374 INSURANCE 12620 3552 11989 ADMINISTRATIVE 20000 1000 19000 EXP > EXEMPT PURPOSE REVENUE -1075635 1075635 DEVELOPMENT REVENUE 70163 70163 PROGRAM SERVICE REVENUE 691164 691164 PAYROLL LIABILITIES 3088 971 COMMUNITY DEPOSIT 10000 15500 OTHER PAYABLE 0 575000 CONSULTING FEES 9518 952 8566 SONOMA HOUSE ASSISTED LIVING LLC 5949 SHERRY LANE SUITE 600 DALLAS TX 75225 461159905 SEE FOOTNOTE 0