2026-08-12T16:13:52-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-10-01 560567980 CROSSNORE COMMUNITIES FOR CHILDREN CROS 8287334305 100 DAR DRIVE CROSSNORE NC 28616 BRETT LOFTIS CEO 8287334305 2026-08-12 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-08-12 2024 2025-03-06 01:10:19Z BRETT LOFTIS 100 DAR DRIVE CROSSNORE NC 28616 27216726 0 X WWW.CROSSNORE.ORG X 1913 NC CROSSNORE COMMUNITIES FOR CHILDREN CHAMPIONS THE WELL BEING OF CHILDREN AND FAMILIES BY FOSTERING INNOVATIVE CHANGE THAT WEAVES A FABRIC OF RESILIENCE IN HOMES, SCHOOLS, AND COMMUNITIES. 17 17 386 600 0 0 16675173 15980709 11894280 10072205 281417 215021 539832 702582 29390702 26970517 123121 61838 0 0 19080099 21044066 0 0 1374264 9822688 11783711 29025908 32889615 364794 -5919098 48518199 49805069 3174725 9670334 45343474 40134735 CROSSNORE COMMUNITIES FOR CHILDREN CHAMPIONS THE WELL BEING OF CHILDREN AND FAMILIES BY FOSTERING INNOVATIVE CHANGE THAT WEAVES A FABRIC OF RESILIENCE IN HOMES, SCHOOLS, AND COMMUNITIES. 0 0 25429841 61838 10648675 CROSSNORE COMMUNITIES FOR CHILDREN SUPPORTS CHILDREN AND FAMILIES IN CRISIS FROM NORTH CAROLINA. WE OFFER A CONTINUUM OF SERVICES FOR CHILDREN AT RISK OF ENTERING THE CHILD WELFARE SYSTEM, ALREADY PART OF THE SYSTEM OR AGING OUT. CROSSNORE PROVIDES HOMES FOR CHILDREN IN FOSTER CARE (BOTH IN COMMUNITY HOMES AND ON RESIDENTIAL CAMPUSES). ADDITIONAL SERVICES INCLUDE OUTPATIENT AND SCHOOL-BASED THERAPY SERVICES, AND TRANSITIONAL LIVING SERVICES FOR OLDER YOUTH. WE OFFER ON-SITE MEDICAL CARE AND TRAUMA-INFORMED CLINICAL SERVICES. A WIDE VARIETY OF EXTRA-CURRICULAR AND ENRICHMENT ACTIVITIES MAKES CROSSNORE A UNIQUE PLACE FOR CHILDREN TO LIVE, LEARN AND PROSPER. OUR CHILDREN COME TO US FROM ALL OVER NORTH CAROLINA AND RANGE IN AGE FROM 1-21. AND WE HAVE A SPECIAL FOCUS ON KEEPING SIBLING GROUPS TOGETHER. 25429841 1 1 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 64 0 1 386 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X LYNN LOWRIE 8288452525 100 DAR DRIVE CROSSNORE NC 28616 TRACI ROYSTER CHAIR 4.00 2.00 X X 0 0 0 MIKE BARKER VICE CHAIR 3.00 0.00 X X 0 0 0 KATHERYN NORTHINGTON SECRETARY 3.00 2.00 X X 0 0 0 SARIBETH DOZIER TREASURER 2.00 2.00 X X 0 0 0 KIM BELK TRUSTEE 2.00 0.00 X 0 0 0 JONATHAN BLANCO TRUSTEE (THRU 12/2024) 2.00 4.00 X 0 0 0 NANCY BOURNE TRUSTEE (AS OF 1/2025) 2.00 0.00 X 0 0 0 BICK CARDWELL JR TRUSTEE (THRU 12/2024) 2.00 0.00 X 0 0 0 JULIA CHANDLER TRUSTEE 2.00 0.00 X 0 0 0 IRIS COLE TRUSTEE (AS OF 1/2025) 2.00 0.00 X 0 0 0 CRICKET CRIGLER TRUSTEE 2.00 0.00 X 0 0 0 TOM DALE TRUSTEE 2.00 0.00 X 0 0 0 CATHY FIELDS TRUSTEE (THRU 12/2024) 2.00 0.00 X 0 0 0 HARVEY W FREEMAN JR TRUSTEE 2.00 0.00 X 0 0 0 KELLY GRAVES TRUSTEE 2.00 2.00 X 0 0 0 CHARLIE IZARD TRUSTEE (THRU 12/2024) 2.00 0.00 X 0 0 0 APRIL RUFFIN-ADAMS TRUSTEE 2.00 0.00 X 0 0 0 STEVE SHELTON TRUSTEE (THRU 12/2024) 2.00 0.00 X 0 0 0 AUSTIN SZYPERSKI TRUSTEE 2.00 0.00 X 0 0 0 LIZZY THIER TRUSTEE 2.00 0.00 X 0 0 0 TRIP WHEELER TRUSTEE 2.00 0.00 X 0 0 0 MARILYN WILLIAMS TRUSTEE (AS OF 1/2025) 2.00 0.00 X 0 0 0 BRETT LOFTIS CEO 39.75 0.25 X 314723 0 67753 TERESA HUFFMAN CHIEF FINANCE OFFICER 39.75 0.25 X 156086 0 12477 SARAH NORRIS CHIEF PROGRAMS OFFICER 40.00 0.00 X 221187 0 23669 CAROLINE HART CHIEF EXTERNAL RELATIONS OFFICER 40.00 0.00 X 220151 0 20615 ANGELA WOODS CHIEF OPERATING OFFICER 40.00 0.00 X 201722 0 46219 LINA PASQUALE EXEC. DIR. & FACULTY CTRC 40.00 0.00 X 163623 0 10039 DAWN O'MALLEY MNG DIR BRIDGING FAMLIES INST. 40.00 0.00 X 133617 0 18710 RYAN WILKINS SR. DIR OF INFORMATION SYSTEMS 40.00 0.00 X 131474 0 18900 KENNY COOK VP FACILITIES 40.00 0.00 X 117584 0 26115 SHANA HEILBRON VP COMMUNITY ENGAGEMENT 40.00 0.00 X 119321 0 20123 1779488 0 264620 10 0 1 0 LONG CONSTRUCTION PO BOX 4186 WINSTONSALEM NC 27115 CONSTRUCTION 1788859 LS3P PO BOX 96327 CHARLOTTE NC 28296 ARCHITECTURE 455558 NETSMART PO BOX 713519 PHILADELPHIA PA 19171 BILLING 284608 F&H LAWN PO BOX 1579 NEWLAND NC 28657 LANDSCAPING 200890 DUNLAP CONSTRUCTION 720B N GROVE STREET HENDERSONVILLE NC 28792 CONSTRUCTION 156290 6 115287 1683149 968060 13214213 22349 15980709 RESIDENTIAL CARE FACIL 623990 6798654 6798654 OUTPATIENT MENTAL HEAL 621400 2476054 2476054 BRIDGE AND FAMILY RES 623990 652844 652844 MIRACLE HEIGHTS 621400 95320 95320 TRAINING CENTER 611430 49333 49333 10072205 194904 194904 166222 0 166222 166222 166222 20117 0 20117 20117 20117 5400 115287 45510 -40110 -40110 719074 200699 518375 518375 CONTRACT INCOME 900099 30500 30500 27595 27595 58095 26970517 10648675 0 341133 61838 61838 1284601 1014835 205536 64230 15366007 12120227 2396882 848898 476731 386648 70186 19897 2660776 2153978 394170 112628 1255951 1006055 184465 65431 57045 57045 123601 123601 932 932 383130 221440 89390 72300 162142 33731 121847 6564 941754 460662 430468 50624 944437 873089 48488 22860 286395 229082 42155 15158 43499 20664 18380 4455 133161 133161 2308155 2003923 274777 29455 1102582 1063029 38004 1549 MAINTENANCE, REPAIRS & 2298952 1428116 861636 9200 MISCELLANEOUS 870112 730429 133601 6082 FOOD AND BEVERAGE 815619 781662 19327 14630 STUDENT AND PROGRAM EXP 608084 291638 316446 704111 548795 125013 30303 32889615 25429841 6085510 1374264 4594928 3533499 12035063 8630720 1187277 968132 3323994 2532515 407904 546653 163247 119510 63166703 32292285 24338482 30874418 2467304 2599622 48518199 49805069 1597013 1980065 13785 13785 1563927 7676484 3174725 9670334 X 31443719 26107542 13899755 14027193 45343474 40134735 48518199 49805069 X -5919098 639524 70835 X X 0 1 X 1 1 1 X 9881554 24506124 11262818 16675173 15980709 78306378 9881554 24506124 11262818 16675173 15980709 78306378 828562 77477816 404405 361126 765531 79071909 23562007 0.97980 0.99490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 92.00 0 0 0 1 0 0.00 0 1 0 13785 13785 1 X 21712208 25643 2514478 171368 96422 23984539 18431279 3541304 175157 85218 21712208 12920530 -611717 12308813 12920530 12920530 11298612 225800 1366118 12920530 0.38597 0.34345 0.27058 0 1 1 7643832 7643832 44213162 25737941 18475221 6358835 4734664 1624171 4950874 1819680 3131194 30874418 X PART II, LINE 9: IN 2020, THE ORGANIZATION, RECEIVED A ONE-TIME PAYMENT OF $6.5 MILLION IN EXCHANGE FOR SIGNING A CONSERVATION EASEMENT WITH AN UNAFFILIATED NON-PROFIT ORGANIZATION THAT LIMITS THE SCHOOL'S ABILITY TO DEVELOP APPROXIMATELY 92 ACRES OF LAND ON THEIR WINSTON-SALEM CAMPUS. THE EASEMENT RESTRICTS THE PROPERTY FROM FUTURE DEVELOPMENT AND PROHIBITS CROSSNORE FROM BUILDING A PERMANENT STRUCTURE ON THE ACREAGE. THE ORGANIZATION RECORDED AN IMPAIRMENT LOSS OF $2,145,500 IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2020 RELATED TO THE DECREASE IN THE LAND VALUE AS A RESULT OF THE LIMITATION IMPOSED ON ITS USE. PART IV, LINE 2B: CROSSNORE HOLDS STUDENT FUNDS AS CUSTODIAN. PART V, LINE 4: CROSSNORE HAS SEVERAL ENDOWMENT FUNDS, THE INCOME OF WHICH MAY BE EXPENDED FOR SPECIFIC PURPOSES IN SUPPORT OF CHROSSNORE COMMUNITIES FOR CHILDREN. PRIOR TO FISCAL YEAR 2025, THE ORGANIZATION ONLY REPORTED THE ENDOWMENT FUNDS ON THE FORM 990, SCHEDULE D OF ITS RELATED ORGANIZATION, CROSSNORE SCHOOL CHILDREN'S FOUNDATION. PART X, LINE 2: CROSSNORE IS EXEMPT FROM INCOME TAXES AS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION. THE FOUNDATION IS ALSO EXEMPT FROM INCOME TAXES AS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3). ACCORDINGLY, THE CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. CROSSNORE IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. CROSSNORE FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE HAS HAD NO IMPACT ON CROSSNORE'S CONSOLIDATED FINANCIAL STATEMENTS. 2024 GOLF CLASSIC 66720 61320 5400 13935 3066 15402 2025 GOLF CLASSIC 53967 53967 529 12578 120687 115287 5400 13935 3595 27980 45510 -40110 1 STUDENT SCHOLARSHIPS 10 61838 PART I, LINE 2: SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE STUDENT'S INSTITUTION. CROSSNORE MAY AGREE TO PAY SOME OR ALL OF A STUDENT'S OFF CAMPUS RENT WHEN CAMPUS HOUSING IS NOT AVAILABLE. OFF CAMPUS HOUSING IS LIMITED TO $850 PER MONTH, PER STUDENT. HOUSING PAYMENTS ARE MADE DIRECTLY TO THE STUDENT'S LANDLORD AND A LEASE MUST BE ON FILE WITH CROSSNORE. A SCHOLARSHIP REVIEW COMMITTEE WILL REVIEW COLLEGE SCHOLARSHIP APPLICATIONS AND SELECT ELIGIBLE STUDENTS BASED ON AVAILABLE FUNDING, STUDENT NEED AND PAST STUDENT SUCCESS. THE COMMITTEE IS MADE UP OF REPRESENTATIVES FROM THE EXECUTIVE LEADERSHIP TEAM, PROGRAMS AND EXTERNAL RELATIONS. SCHOLARSHIPS ARE AWARDED EACH SEMESTER AND APPLICANTS MUST REAPPLY ANNUALLY TO BE CONSIDERED FOR AN AWARD FOR THE FOLLOWING SEMESTER. APPLICANTS MUST SUBMIT THEIR GRADES FROM THEIR PRIOR SEMESTER. A CUMULATIVE GPA BELOW 2.0, FAILING CLASSES AND/OR DROPPING OUT MAY LIMIT SCHOLARSHIP RENEWAL ELIGIBILITY. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 BRETT LOFTIS CEO 314723 0 0 0 0 0 17914 0 49839 0 382476 0 0 0 ANGELA WOODS CHIEF OPERATING OFFICER 201722 0 0 0 0 0 8859 0 37360 0 247941 0 0 0 SARAH NORRIS CHIEF PROGRAMS OFFICER 221187 0 0 0 0 0 13289 0 10380 0 244856 0 0 0 CAROLINE HART CHIEF EXTERNAL RELATIONS OFFICER 220151 0 0 0 0 0 8865 0 11750 0 240766 0 0 0 LINA PASQUALE EXEC. DIR. & FACULTY CTRC 163623 0 0 0 0 0 9640 0 399 0 173662 0 0 0 TERESA HUFFMAN CHIEF FINANCE OFFICER 156086 0 0 0 0 0 9612 0 2865 0 168563 0 0 0 DAWN O'MALLEY MNG DIR BRIDGING FAMLIES INST. 133617 0 0 0 0 0 8040 0 10670 0 152327 0 0 0 RYAN WILKINS SR. DIR OF INFORMATION SYSTEMS 131474 0 0 0 0 0 1360 0 17540 0 150374 0 0 0 PART I, LINE 1A CAROLINE HART, CHIEF EXTERNAL RELATIONS OFFICER AND KEY EMPLOYEE AT CROSSNORE COMMUNITIES FOR CHILDREN, IS REQUIRED TO RESIDE FULL-TIME ON CAMPUS AS A CONDITION OF EMPLOYMENT TO SUPPORT OPERATIONAL EFFICIENCY AND CONTINUITY OF CARE. SHE AND HER FAMILY OCCUPY HOUSING AT CROSSNORE. THIS BENEFIT WAS NOT INCLUDED IN CAROLINE'S W-2. PART I, LINE 3 THE CEO'S COMPENSATION AND BENEFITS PACKAGE IS ESTABLISHED AND REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. THE BOARD HAS FULL AUTHORITY FOR DETERMINING BOTH THE BASE SALARY AND ANY ADJUSTMENTS TO COMPENSATION, INCLUDING INCREASES, INCENTIVES, OR MODIFICATIONS TO BENEFITS. TO INFORM THEIR DECISIONS, THE BOARD RELIES ON SUPPORT FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT WHO CONDUCT MARKET ANALYSIS REVIEWS UPON REQUEST. THESE REVIEWS INCORPORATE BOTH NATIONAL AND LOCAL COMPARABLES, USING REPUTABLE EXTERNAL RESOURCES AND SURVEY DATA TO ENSURE COMPENSATION IS COMPETITIVE AND ALIGNED WITH MARKET STANDARDS IN THE NONPROFIT SECTOR AS WELL AS THE BROADER EXECUTIVE LABOR MARKET. THE HUMAN REOURCES DEPARTMENT REVIEWS THE COMPENSATION FOR ALL KEY EMPLOYEES EACH YEAR AND COMPARES TO THE MARKET. ADJUSTMENTS ARE MADE AS NECESSARY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN, EACH VICE-CHAIRMAN, SECRETARY, TREASURER, AND THE IMMEDIATE PAST CHAIRMAN OF THE BOARD IF HE IS CURRENTLY SERVING ON THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL CONSIDER ALL QUESTIONS REFERRED TO IT BY THE BOARD OF TRUSTEES; AND SHALL ACT FOR THE BOARD BETWEEN MEETINGS IN EMERGENCIES WHEN IT IS NOT POSSIBLE TO CONVENE THE BOARD. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED PROMPTLY TO THE BOARD. A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE CEO AND CFO AND EMAILED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A BOARD MEMBER OR EMPLOYEE WHO HAS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST IN A TRANSACTION HAS A DUTY TO DISCLOSE SUCH INTEREST AND DESCRIBE TO THE BOARD OF TRUSTEES ALL MATERIAL FACTS CONCERNING THE MATTER. THIS DISCLOSURE MUST OCCUR PRIOR TO THE CONSIDERATION OF THE PROPOSED TRANSACTION BY THE BOARD AND THE MEMBER WITH A POSSIBLE CONFLICT SHOULD LEAVE THE MEETING AND ABSTAIN FROM VOTING. EACH BOARD MEMBER ANNUALLY SIGNS A STATEMENT AFFIRMING THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTAND THE POLCIY, HAVE DISCLOSED ANY POTENTIAL CONFLICT OF INTEREST, AND HAVE AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IF AN EMPLOYEE OR BOARD MEMBER BELIEVES THERE IS A POTENTIAL OR APPARENT CONFLICT OF INTEREST THAT HAS NOT BEEN DISCLOSED, EMPLOYEES SHOULD REPORT THEIR CONCERN TO THEIR SUPERVISOR, THE CHIEF EXECUTIVE OFFICER OR CHAIRMAN OF THE BOARD OF TRUSTEES. THE CHAIR AND VICE-CHAIR OF THE BOARD OF TRUSTEES AND CHIEF EXECUTIVE OFFICER SHALL SERVE AS THE ETHICS COMMITTEE. THE ETHICS COMMITTEE WILL INVESTIGATE AND DETERMINE IF THERE IS A CONFLICT OF INTEREST AND WILL TAKE APPROPRIATE ACTIONS THAT MAY INCLUDE DISMISSAL OF AN EMPLOYEE OR THE REMOVAL OF A MEMBER OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION AND BENEFITS PACKAGE IS ESTABLISHED AND REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. THE BOARD HAS FULL AUTHORITY FOR DETERMINING BOTH THE BASE SALARY AND ANY ADJUSTMENTS TO COMPENSATION, INCLUDING INCREASES, INCENTIVES, OR MODIFICATIONS TO BENEFITS. TO INFORM THEIR DECISIONS, THE BOARD RELIES ON SUPPORT FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT WHO CONDUCT MARKET ANALYSIS REVIEWS UPON REQUEST. THESE REVIEWS INCORPORATE BOTH NATIONAL AND LOCAL COMPARABLES, USING REPUTABLE EXTERNAL RESOURCES AND SURVEY DATA TO ENSURE COMPENSATION IS COMPETITIVE AND ALIGNED WITH MARKET STANDARDS IN THE NONPROFIT SECTOR AS WELL AS THE BROADER EXECUTIVE LABOR MARKET. THE HUMAN REOURCES DEPARTMENT REVIEWS THE COMPENSATION FOR ALL KEY EMPLOYEES EACH YEAR AND COMPARES TO THE MARKET. ADJUSTMENTS ARE MADE AS NECESSARY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE AUDIT AND 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, AND OTHER DOCUMENTS ARE AVAILABLE ON REQUEST. FORM 990, PART XI, LINE 9: REALLOCATION OF NET ASSETS WITH CROSSNORE SCHOOL CHILDREN'S FOUNDATION 70,835. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. THE CROSSNORE SCHOOL CHILDREN'S FOUNDATION 100 DAR DRIVE CROSSNORE NC 28616 352454917 SUPPORT NC 501(C)(3) LINE 7 CROSSNORE COMMUNITIES FOR CHILDREN 0 CROSSNORE COMMUNITY CHARTER 1001 REYNOLDA ROAD WINSTON SALEM NC 27104 922529023 CHARTER SCHOOL NC 501(C)(3) LINE 2 CROSSNORE COMMUNITIES FOR CHILDREN 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE CROSSNORE SCHOOL CHILDREN'S FOUNDATION C 1683149 CASH