2021-04-28T20:07:52-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2019-07-01 954463705 THE ARCHER SCHOOL FOR GIRLS INC ARCH 3108737020 11725 SUNSET BLVD LOS ANGELES CA 90049 JANE DAVIS CFO 3108737000 2021-04-13 1 BARED DILACAR P00157338 6267933600 2021-04-13 2019 2022-09-23 18:48:47Z JANE DAVIS 11725 SUNSET BLVD LOS ANGELES CA 90049 32571241 0 X WWW.ARCHER.ORG X 1995 CA AN INDEPENDENT COLLEGE PREPARATORY SCHOOL FOR GIRLS IN GRADES SIX TO TWELVE.ARCHER INSTILLS IN STUDENTS A LOVE OF LEARNING AND IS DEDICATED TO EDUCATING GIRLS THE WAYS IN WHICH THEY LEARN BEST. ONLY RECENTLY HAVE EDUCATORS BECOME TRULY KNOWLEDGEABLE ABOUT WHAT THIS MEANS. IT DOES NOT MEAN JUST PUSHING STUDENTS TO CRAM THEIR SCHEDULES WITH SO MANY UNIVERSITY-LEVEL COURSES THAT THEY END UP WITH NO TIME TO PROCESS THEIR LEARNING AND NO TIME TO CONNECT WITH THEIR FAMILY AND FRIENDS. GIRLS THRIVE ON MAKING CONNECTIONS; BETWEEN PEOPLE, AS WELL AS BETWEEN DISCIPLINES. THAT BEING THE CASE, ARCHER PROMOTES THESE CONNECTIONS FROM THE START. 19 19 163 411 0 0 5653362 7837018 23076005 23575396 176118 266029 304543 369242 29210028 32047685 4096468 4022237 0 0 12798879 12868468 0 0 1202261 8735955 10983063 25631302 27873768 3578726 4173917 122427427 123102054 59286233 56566558 63141194 66535496 X THE ARCHER SCHOOL FOR GIRLS IS AN EDUCATIONAL COMMUNITY THAT SUPPORTS AND CHALLENGES YOUNG WOMEN TO DISCOVER THEIR PASSIONS AND REALIZE THEIR TRUE POTENTIAL BY A) PROVIDING A RIGOROUS, INTEGRATED COLLEGE PREPARATORY CURRICULUM THAT FOSTERS CRITICAL THINKING AND INTELLECTUAL CURIOSITY B) CREATING AND SUSTAINING A COLLABORATIVE TEACHING AND LEARNING ENVIRONMENT THAT EXPLORES AND REFINES THE WAYS GIRLS LEARN BEST C) HELPING GIRLS TO BECOME LEADERS AND LIFE-LONG LEARNERS AND STRENGTHENING THEIR CAPACITY TO CONTRIBUTE POSITIVELY TO THEIR COMMUNITIES D) STRENGTHENING GIRLS' VOICES IN A DIVERSE AND CULTURALLY RICH ENVIRONMENT E) EMBRACING POSSIBILITY, PROMOTING CHALLENGE-SEEKING AND SUPPORT RISK-TAKING F) ENCOURAGING GIRLS TO DEVELOP MEANINGFUL RELATIONSHIPS WITH PEERS AND FACULTY ROOTED IN HONESTY, RESPECT AND RESPONSIBILITY G) AND GRADUATING COURAGEOUS, COMMITTED AND ETHICAL YOUNG WOMEN WHO TAKE RESPONSIBILITY FOR THEIR OWN PHYSICAL, FINANCIAL AND EMOTIONAL WELL-BEING. 0 0 24513099 4022237 23575396 ARCHER IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL FOR GIRLS, WITH APPROXIMATELY 488 STUDENTS FROM GRADES SIX TO TWELVE DURING YEAR ENDED JUNE 30, 2020.FOUNDED ON THE COMPELLING RESEARCH ON HOW GIRLS LEARN BEST, THE ARCHER SCHOOL EDUCATES GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THE TWENTY-FIRST CENTURY. EVERY GIRL'S VOICE IS ENCOURAGED AND STRENGTHENED IN AN ATMOSPHERE WHERE HONESTY, RESPECT AND RESPONSIBILITY ARE THE CORNERSTONES OF DAILY SCHOOL LIFE. LEADERSHIP EXPERIENCES ARE CENTRAL TO EACH GIRL'S DEVELOPMENT, ALONG WITH MEANINGFUL INVOLVEMENT IN THE COMMUNITY. CRITICAL THINKING FOSTERS INTELLECTUAL CURIOSITY, WHICH DEVELOPS A PATTERN OF LIFE-LONG LEARNING.ARCHER GRADUATES COURAGEOUS, COMMITTED AND CAPABLE YOUNG WOMEN OF CHARACTER WHO TAKE RESPONSIBILITY FOR THEIR OWN PHYSICAL, FINANCIAL AND EMOTIONAL WELL-BEING AND WHO POSSESS THE PSYCHOLOGICAL FLEXIBILITY AND CONFIDENCE TO CONFRONT THE SIGNIFICANT CHANGES OF THEIR LIFETIMES. EACH YEAR, ARCHER GRADUATES APPROXIMATELY 70 YOUNG WOMEN. ALMOST 24% OF OUR STUDENTS RECEIVE SOME FORM OF FINANCIAL ASSISTANCE. THE SCHOOL IS DEDICATED TO DIVERSITY. 20% OF THE FACULTY ARE PERSONS OF COLOR. IN ADDITION, 45% OF OUR STUDENTS ARE OF COLOR, REFLECTING THE DIVERSITY OF THE CITY OF LOS ANGELES. 24513099 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 76 0 163 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JANE DAVIS 3108737020 11725 SUNSET BLVD LOS ANGELES CA 90049 ELIZABETH ENGLISH HEAD OF SCHOOL 50.00 X 631906 0 90398 JANE DAVIS CHIEF FINANCIAL OFFICER 50.00 X 232107 0 39037 KAREN PAVLISCAK ASSISTANT HEAD OF SCHOOL 50.00 X 197766 0 35860 GRETCHEN WARNER UPPER SCHOOL DIRECTOR 50.00 X 173500 0 23249 JANET LYON DIRECTOR OF OPERATIONS 50.00 X 155962 0 26980 SARA BILLINGS DIRECTOR OF ADVANCEMENT 50.00 X 140277 0 19661 JOHN CHEN DIRECTOR OF INFORMATION TECHNOLOGY 50.00 X 138063 0 28301 FRANK MARSHALL CHAIR 2.50 X X 0 0 0 JUSTIN CHANG VICE CHAIR 2.50 X X 0 0 0 TRACEY BRISCOE MONROE TREASURER 2.50 X X 0 0 0 TIFFANY SMITH-ANOA'I SECRETARY 2.50 X X 0 0 0 MERIDITH BAER TRUSTEE 2.50 X 0 0 0 KELLI BERNARD TRUSTEE 2.50 X 0 0 0 LAUREN FINKELSTEIN '01 TRUSTEE 2.50 X 0 0 0 LAUREN FITE TRUSTEE 2.50 X 0 0 0 JODY GERSON TRUSTEE 2.50 X 0 0 0 JEFF LOTMAN TRUSTEE 2.50 X 0 0 0 MARC MILLS TRUSTEE 2.50 X 0 0 0 HANNAH MINGHELLA TRUSTEE 2.50 X 0 0 0 MELANIE POTURICA TRUSTEE 2.50 X 0 0 0 SHANA SILVERI TRUSTEE 2.50 X 0 0 0 RONALD STONE TRUSTEE 2.50 X 0 0 0 PATRICK TIERNEY TRUSTEE 2.50 X 0 0 0 CORINNE VERDERY TRUSTEE 2.50 X 0 0 0 IAN WEINGARTEN TRUSTEE 2.50 X 0 0 0 MICHAEL ZELLER TRUSTEE 2.50 X 0 0 0 1669581 0 263486 18 0 1 0 MATT CONSTRUCTION INC 9814 NORWALK BLVD SANTA FE SPRINGS CA 90670 CONSTRUCTION MASTER PLAN 9953748 TUMBLEWEED TRANSPORTATION PO BOX 49291 LOS ANGELES CA 90049 TRANSPORTATION 1125736 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN STREET LANDER WY 82520 STUDENT OUTDOOR EDUCATION 406136 JOFFE EMERGENCY SERVICES PO BOX 7125 SANTA MONICA CA 90406 SECURITY/HEALTH SERVICE 342230 SEAROCK STAFFORD CM INC 690 E GREEN STREET SUITE 201 PASADENA CA 91101 PROJECT MANAGER MASTER PLAN 335027 22 209346 7627672 444706 7837018 TUITION AND FEES 611600 23085275 23085275 AUXILIARY PROGRAM INCOME 611600 490121 490121 23575396 263811 263811 408008 405790 2218 2218 2218 450261 209346 117766 332495 332495 MISCELLANEOUS INCOME 611710 36747 36747 36747 32047685 23575396 0 635271 4022237 4022237 1347559 563051 463286 321222 9877271 9177896 417959 281416 593466 549565 18429 25472 1050172 949364 64583 36225 819512 734058 48406 37048 229910 229910 34278 34278 124321 80974 38263 5084 51451 34902 14608 1941 482562 335838 129516 17208 1340106 1178088 81076 80942 79267 57081 20676 1510 1386577 1194420 110065 82092 2608629 2293297 157714 157618 342813 301367 20740 20706 ATHLETICS, ENRICHMENT & 961940 961940 STUDENT BUSING 935059 935059 CLASSROOM INSTRUCTIONAL 358321 358321 1228317 785641 308899 133777 27873768 24513099 2158408 1202261 10981277 1302672 4505554 14526727 14149216 9962313 68119 61648 567945 293614 96824927 12739723 84271695 84085204 6946902 11926898 936719 942978 122427427 123102054 3937375 2136120 14595788 14676343 28000000 27805139 12503503 9549152 2135000 249567 264804 59286233 56566558 X 56156799 54569459 6984395 11966037 63141194 66535496 122427427 123102054 X 4173917 207159 -986774 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6946902 397599 -399805 6944696 6844865 469895 -367858 6946902 6727844 374872 -257851 6844865 6535119 438572 245847 6727844 6589196 177523 231600 6535119 0.74320 0.25680 0 0 10868000 10868000 77491290 11926025 65565265 1780012 813698 966314 6685625 6685625 84085204 OTHER NON-CURRENT LIABILITY 264804 264804 X 28198329 207159 -4022237 -3815078 32013407 34278 34278 32047685 24804027 986774 986774 23817253 34278 4022237 4056515 27873768 PART IV, LINE 2B: SCHOOL IS THE CUSTODIAN OF STUDENT CLASS ACCOUNTS. PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 FUNDS THAT ARE USED TO PROVIDE FINANCIAL AID AND INSTRUCTIONAL PROGRAMS FOR STUDENTS, TO PROVIDE DEVELOPMENT OPPORTUNITIES FOR FACULTY, AND TO SUPPORT SCHOOL OPERATIONS. PART X, LINE 2: THE SCHOOL HAS BEEN GRANTED EXEMPTION FROM INCOME TAX UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D AND PART XII, LINE 4B REPRESENTS FINANCIAL AID. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ARCHER SCHOOL PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN TWO LOCAL NEWSPAPERS ANNUALLY. AUCTION 545614 209346 336268 274 3650 12206 ARCHER PARENT ASSOCIATION 90458 90458 82474 1 21585 21585 657657 209346 448311 274 3650 94680 98604 349707 1 STUDENT FINANCIAL AID 103 4022237 PART I, LINE 2: STUDENT FINANCIAL AID IS APPLIED DIRECTLY TO STUDENT ACCOUNTS FOR TUITION, FEES, BOOKS, AND MISCELLANEOUS STUDENT EXPENSES. FINANCIAL AID CONSISTS OF AWARDS BASED ON FINANCIAL NEED AS WELL AS TUITION REMISSION FOR THE ENROLLED CHILDREN OF EMPLOYEES. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 ELIZABETH ENGLISH HEAD OF SCHOOL 549881 0 50000 0 32025 0 19250 0 71148 0 722304 0 0 0 JANE DAVIS CHIEF FINANCIAL OFFICER 232107 0 0 0 0 0 13556 0 25481 0 271144 0 0 0 KAREN PAVLISCAK ASSISTANT HEAD OF SCHOOL 197766 0 0 0 0 0 12885 0 22975 0 233626 0 0 0 GRETCHEN WARNER UPPER SCHOOL DIRECTOR 173500 0 0 0 0 0 10771 0 12478 0 196749 0 0 0 JANET LYON DIRECTOR OF OPERATIONS 155962 0 0 0 0 0 6899 0 20081 0 182942 0 0 0 SARA BILLINGS DIRECTOR OF ADVANCEMENT 140277 0 0 0 0 0 10276 0 9385 0 159938 0 0 0 JOHN CHEN DIRECTOR OF INFORMATION TECHNOLOGY 138063 0 0 0 0 0 8455 0 19846 0 166364 0 0 0 PART I, LINE 1A THE SCHOOL MAKES MONTHLY RENT PAYMENTS OF $19,500 FOR THE RESIDENCE OF ITS HEAD OF SCHOOL WHERE SHE RESIDES AS A CONDITION OF HER EMPLOYMENT FOR THE SCHOOL'S CONVENIENCE. DISCRETIONARY SPENDING ACCOUNT - THE SCHOOL INCURRED $25,756 FOR THE HEAD OF SCHOOL'S DISCRETIONARY ACCOUNT SPENDING. PART I, LINE 7 BONUSES PAID TO: ELIZABETH ENGLISH, HEAD OF SCHOOL, $50,000. A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 2018-02-07 27860000 SEE PART VI 0 0 0 A 194861 27860000 12751135 15108865 2019 1 0 0 1 A 0 0 0 0 0 0 1 A 0 1 1 0 1 0 0 0 1 A 1 PART I (F) THE BONDS WERE ISSUED TO CURRENT REFUND 2005 BONDS, TO REFINANCE TWO TAXABLE LOANS, TO FINANCE CAPITAL PROJECTS, AND TO PAY COSTS OF ISSUANCE. THE 2005 BONDS WERE ISSUED ON MAY 12, 2005, AND THE BORROWER'S TAXABLE LOANS WERE ISSUED ON OCTOBER 10, 2012 AND MARCH 1, 2017, RESPECTIVELY. PART III LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. PART IV LINE 2B THE CURRENT REFUNDING PORTION OF BONDS HAS MET THE 6-MONTH EXCEPTION TO REBATE. X 12 223900 FMV ON DATE OF GIFT X FURNITURE & FIXTURES 1 220806 FMV ON DATE OF GIFT 0 1 0 PART I, COLUMN (B): THIS REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1 THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR AND VICE-CHAIR OF THE BOARD, THE CHAIR OF THE FINANCE AND ASSETS COMMITTEE, THE CHAIR OF THE DEVELOPMENT COMMITTEE AND UP TO THREE (3) OTHER TRUSTEES APPOINTED BY THE CHAIR OF THE BOARD. SUBJECT TO THE PROVISIONS AND LIMITATIONS OF THE CALIFORNIA NONPROFIT CORPORATION LAW AND ANY OTHER APPLICABLE LAWS, THE ARTICLES OF INCORPORATION AND THESE BYLAWS, AND AS MAY BE LIMITED BY RESOLUTIONS ADOPTED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL SUPERVISE AND MANAGE THE ACTIVITIES AND AFFAIRS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B ALL TRUSTEES WILL BE PROVIDED A COPY OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD OF TRUSTEE MEMBER AND OFFICER IS GIVEN A COPY OF THE POLICY ANNUALLY AND REQUIRED TO STATE THEIR COMPLIANCE WITH THE POLICY AND/OR STATE ANY CONFLICTS THAT MAY EXIST AT THE TIME. THE MEMBERS ARE REQUIRED TO NOTIFY MANAGEMENT SHOULD ANY CONFLICTS ARISE OR STATUS OF THEIR COMPLIANCE CHANGE THROUGHOUT THE YEAR. A TRUSTEE WHO IN INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED WITH THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARIES ARE BENCHMARKED WITH SIMILAR POSITIONS IN PEER SCHOOLS AND INCLUDE CRITERIA FOR EMPLOYMENT HISTORY AND EDUCATION. SALARIES FOR THE HEAD OF SCHOOL ARE RECOMMENDED BY AN INDEPENDENT CONSULTANT AND THEN REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AND OUR EMPLOYMENT ATTORNEY. SALARIES FOR OUR MANAGEMENT POSITIONS ARE REVIEWED AND APPROVED BY OUR HEAD OF SCHOOL ONCE THE BENCHMARKING PROCESS IS COMPLETED. ALL BENCHMARKING IS DOCUMENTED, DELIBERATIONS NOTED AND EMPLOYMENT AGREEMENTS SIGNED BY BOTH THE HEAD OF SCHOOL AND THE EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS, CONFLICT OF INTEREST POLICIES, FINANCIAL STATEMENTS, AND ALL OTHER POLICY DOCUMENTS ARE AVAILABLE FROM THE BUSINESS OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGES -517,750. LOSS ON ABANDONMENT OF VISUAL ARTS CENTER -469,024. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.