2019-04-01T20:47:32-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2017-07-01 954463705 THE ARCHER SCHOOL FOR GIRLS INC ARCH 3108737000 11725 SUNSET BLVD LOS ANGELES CA 90049 JANE DAVIS CHIEF FINANCIAL OFFICER 3108737000 2019-03-28 1 BARED DILACAR P00157338 6267933600 2019-03-28 67.137.57.251 2019-03-28 17:17:52 PD P 4CADC885458B7C5E2E07BCB1560E0078ED334700 D9296ABB841A0B8370F91367E66032AC87F74933 2017 2019-02-21 02:37:17Z JANE DAVIS 11725 SUNSET BLVD LOS ANGELES CA 90049 37647532 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. 28 28 166 372 0 33169 8298694 15104390 20946218 21748367 203273 240111 361042 324785 29809227 37417653 3395532 3783331 0 0 11858950 12103049 0 0 976405 9489068 8110227 24743550 23996607 5065677 13421046 75219078 108126146 28751630 48068034 46467448 60058112 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 20510654 3783331 21790523 ARCHER IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL FOR GIRLS, WITH APPROXIMATELY 494 STUDENTS FROM GRADES SIX TO TWELVE DURING YEAR ENDED JUNE 30, 2018.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 22% OF OUR STUDENTS RECEIVE SOME FORM OF FINANCIAL ASSISTANCE. THE SCHOOL IS DEDICATED TO DIVERSITY. 19% OF THE FACULTY ARE PERSONS OF COLOR. IN ADDITION, 42% OF OUR STUDENTS ARE OF COLOR, REFLECTING THE DIVERSITY OF THE CITY OF LOS ANGELES. 20510654 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 57 0 166 1 1 1 0 0 0 0 1 1 0 0 X 28 28 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 FRANK MARSHALL CHAIR 2.50 X X 0 0 0 JUSTIN CHANG VICE CHAIR 2.50 X X 0 0 0 RON STONE TREASURER 2.50 X X 0 0 0 ANN GIANOPULOS SECRETARY 2.50 X X 0 0 0 MERIDITH BAER TRUSTEE 2.50 X 0 0 0 BARBARA BRUSER TRUSTEE 2.50 X 0 0 0 STEPHANIE DARROW TRUSTEE 2.50 X 0 0 0 DEBORAH DAVID TRUSTEE 2.50 X 0 0 0 SUZIE DORAN TRUSTEE 2.50 X 0 0 0 LAUREN FINKELSTEIN 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 MARK GORDON TRUSTEE 2.50 X 0 0 0 CAROLINE GRAINGE TRUSTEE 2.50 X 0 0 0 CATHY HELM TRUSTEE 2.50 X 0 0 0 KATHLEEN KENNEDY TRUSTEE 2.50 X 0 0 0 DEBBIE LEHMAN TRUSTEE 2.50 X 0 0 0 SCOTT LORD 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 TRACY BRISCOE MONROE TRUSTEE 2.50 X 0 0 0 CATRICE MONSON TRUSTEE 2.50 X 0 0 0 SHANA SILVERI TRUSTEE 2.50 X 0 0 0 TIFFANY SMITH-ANOA'I TRUSTEE 2.50 X 0 0 0 PATRICK TIERNEY 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 ELIZABETH ENGLISH HEAD OF SCHOOL 50.00 X 608257 0 50561 JANE DAVIS CHIEF FINANCIAL OFFICER 50.00 X 170496 0 20612 KAREN PAVLISCAK ASSISTANT HEAD OF SCHOOL 50.00 X 176575 0 20950 GRETCHEN WARNER UPPER SCHOOL DIRECTOR 50.00 X 136175 0 10468 SARA BILLINGS DIRECTOR OF ADVANCEMENT 50.00 X 149427 0 17024 JANET LYON DIRECTOR OF OPERATIONS 50.00 X 142075 0 18486 DENNIS LENNON DIRECTOR OF ATHLETICS 50.00 X 136843 0 15370 1519848 0 153471 12 0 1 0 MATT CONSTRUCTION INC 9814 NORWALK BLVD SANTA FE SPRINGS CA 90670 PRE-CONSTRUCTION 6046215 LATHAM & WATKINS LLP 355 SOUTH GRAND AVENUE LOS ANGELES CA 900711560 LEGAL FEES FOR MASTER PLAN 1137061 PARALLAX INC 5763 UPLANDER WAY CULVER CITY CA 90230 ARCHITECTURE 916768 TUMBLEWEED TRANSPORTATION PO BOX 49291 LOS ANGELES CA 90049 TRANSPORTATION 838013 SEAROCK STAFFORD CM INC 690 E GREEN STREET SUITE 201 PASADENA CA 91101 PROJECT MANAGER MASTER PLAN 501299 20 262095 14842295 226187 15104390 TUITION AND FEES 611600 21748367 21748367 21748367 240111 240111 470483 262095 229879 240604 240604 42025 0 42025 42025 MISCELLANEOUS INCOME 611710 42156 42156 42156 37417653 21790523 0 522740 3783331 3783331 914691 371016 334014 209661 9079507 8327538 309921 442048 1338486 1201445 65600 71441 770365 685508 37454 47403 216616 216616 29500 29500 30820 30820 647570 459539 178530 9501 58321 38789 16464 3068 371008 264708 89663 16637 324537 215848 91615 17074 863938 834078 26186 3674 13324 13324 488577 488577 745562 718797 23485 3280 275262 265380 8671 1211 ATHLETICS, ENRICHMENT & 1760171 1642273 117898 STUDENT BUSING 942317 942317 REPAIRS AND MAINTENANCE 408975 349599 50258 9118 CLASSROOM INSTRUCTIONAL 13614 13483 115 16 920115 397005 498735 24375 23996607 20510654 2509548 976405 6495300 14498248 110302 3501391 14874485 16961937 112477 31299 919597 1248501 75884622 11778793 45406580 64105829 6727844 6844865 572493 934076 75219078 108126146 2931624 5066932 13929086 14703337 8505000 28000000 3040789 345131 297765 28751630 48068034 X 32353128 49594200 8952753 5302345 5161567 5161567 46467448 60058112 75219078 108126146 13421046 169618 0 X X 0 1 X 1 0 X 0 1 X 6727844 374872 -257851 6844865 6535119 438572 245847 6727844 6589196 177523 231600 6535119 6383066 375130 169000 6589196 5748919 23506 722305 111664 6383066 0.00000 0.75410 0.24590 0 0 10868000 10868000 18803589 8242654 10560935 3982436 3536139 446297 42230597 42230597 64105829 CAPITAL LEASE - EQUIPMENT 91035 OTHER NON-CURRENT LIABILITY 206730 297765 X 33803940 169618 -3783331 -3613713 37417653 0 37417653 20213276 0 20213276 3783331 3783331 23996607 PART IV, LINE 2B: SCHOOL IS THE CUSTODIAN OF STUDENT CLASS ACCOUNTS. PART V, LINE 4: APPROPRIATION OF ENDOWMENT ASSETS FOR EXPENDITURE WILL BE USED PRIMARILY FOR MINORITY SCHOLARSHIP. 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. FORM 990, PART XI, LINES 2D AND 4B 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 631080 262095 368985 21287 110025 3500 16435 ARCHER PARENT ASSOCIATION 71612 71612 59851 1 29886 29886 18781 732578 262095 470483 21287 110025 3500 95067 229879 240604 1 FINANCIAL AID TO ELIGIBLE STUDENTS 107 3783331 PART I, LINE 2: ALL GRANTS ARE FOR FINANCIAL AID PURPOSES AND ISSUED ON A NEED BASIS TO BRIDGE THE GAP BETWEEN THE COST OF THE EDUCATION AND WHAT THE FAMILY CAN AFFORD TO PAY. APPLICANTS PRODUCE VARIOUS PROOFS OF NEED INCLUDING FEDERAL INCOME TAX RETURNS. GRANTS ARE ISSUED FOR TUITION, UNIFORMS, TEXTBOOKS AND CLASSROOM TRIPS. X X 1 1 X X X 0 1 0 0 0 0 0 1 0 ELIZABETH ENGLISH HEAD OF SCHOOL 521405 0 50000 0 36852 0 0 0 50561 0 658818 0 0 0 JANE DAVIS CHIEF FINANCIAL OFFICER 170496 0 0 0 0 0 0 0 20612 0 191108 0 0 0 KAREN PAVLISCAK ASSISTANT HEAD OF SCHOOL 176575 0 0 0 0 0 0 0 20950 0 197525 0 0 0 SARA BILLINGS DIRECTOR OF ADVANCEMENT 149427 0 0 0 0 0 0 0 17024 0 166451 0 0 0 JANET LYON DIRECTOR OF OPERATIONS 142075 0 0 0 0 0 0 0 18486 0 160561 0 0 0 DENNIS LENNON DIRECTOR OF ATHLETICS 136843 0 0 0 0 0 0 0 15370 0 152213 0 0 0 PART I, LINE 1A EFFECTIVE APRIL 2017, THE HEAD MOVED OUT TO A RENTAL HOUSE OUTSIDE OF THE SCHOOL CAMPUS. THE SCHOOL MAKES MONTHLY RENT PAYMENTS OF $19,500. DISCRETIONARY SPENDING ACCOUNT - THE SCHOOL INCURRED $16,396 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 27860000 12433228 15108865 317907 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 1 (F) THE BONDS WERE ISSUED TO CURRENT REFUND CERTAIN 2005 BONDS, CURRENT REFUND CERTAIN TAXABLE LOANS, AND FINANCE NEW MONEY CAPITAL PROJECTS. PART II, LINE 13 IN PROGRESS 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 2(B) THE CURRENT REFUNDING PORTION OF BONDS HAS MET THE 6-MONTH EXCEPTION TO REBATE. X 5 146808 FMV ON DATE OF GIFT X FURNITURE AND FIXTURES 1 79379 FMV 0 1 0 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 THE TAX RETURN WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES AS WELL AS THE HEAD OF SCHOOL AND THE DIRECTOR OF FINANCE AND OPERATIONS PRIOR TO BEING 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 XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.