2017-05-09T12:15:11-05:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2015-07-01 954463705 THE ARCHER SCHOOL FOR GIRLS INC ARCH 3108737000 11725 SUNSET BLVD LOS ANGELES CA 90049 JANE DAVIS DIRECTOR OF FINANCE 3108737000 2017-05-03 1 BARED DILACAR P00157338 6267933600 2017-05-03 2015 2021-01-29 14:40:06Z JANE DAVIS 11725 SUNSET BLVD LOS ANGELES CA 90049 38309130 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. 26 26 150 314 0 0 5629313 18063867 18327731 19289532 195965 151424 342353 342824 24495362 37847647 3183301 3318342 0 0 10407156 11296013 0 0 935122 8227689 9230798 21818146 23845153 2677216 14002494 59980077 69962996 28133827 28828856 31846250 41134140 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 20974335 3318342 19289532 ARCHER IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL FOR GIRLS, WITH APPROXIMATELY 495 STUDENTS FROM GRADES SIX TO TWELVE DURING YEAR ENDED JUNE 30, 2016.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 65 YOUNG WOMEN. ALMOST 24% OF OUR STUDENTS RECEIVE SOME FORM OF FINANCIAL ASSISTANCE. THE SCHOOL IS DEDICATED TO DIVERSITY. 18% OF THE FACULTY ARE PERSONS OF COLOR. IN ADDITION, 39% OF OUR STUDENTS ARE OF COLOR, REFLECTING THE DIVERSITY OF THE CITY OF LOS ANGELES. 20974335 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 1 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 150 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 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 ANN GIANOPULOS TRUSTEE/SECRETARY 2.50 X X 0 0 0 BARBARA BRUSER TRUSTEE/BOARD CHAIR 2.50 X X 0 0 0 BARBARA NATTERSON HOROWITZ TRUSTEE 2.50 X 0 0 0 BETH FRIEDMAN 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 CATRICE MONSON TRUSTEE 2.50 X 0 0 0 DEBBIE LEHMAN TRUSTEE 2.50 X 0 0 0 FRANK MARSHALL TRUSTEE 2.50 X 0 0 0 JONATHAN LURIE TRUSTEE 2.50 X 0 0 0 JUSTIN CHANG TRUSTEE/VICE CHAIR 2.50 X X 0 0 0 KAREN RICHARDS SACHS TRUSTEE 2.50 X 0 0 0 KATHLEEN KENNEDY TRUSTEE 2.50 X 0 0 0 LAUREN FITE TRUSTEE 2.50 X 0 0 0 LAWRENCE O'DONNELL TRUSTEE 2.50 X 0 0 0 LEE KORT TRUSTEE 2.50 X 0 0 0 MICHAEL ZELLER TRUSTEE 2.50 X 0 0 0 MICHAEL HESLOV TRUSTEE 2.50 X 0 0 0 RONALD STONE TRUSTEE/TREASURER 2.50 X X 0 0 0 SCOTT LORD TRUSTEE 2.50 X 0 0 0 STEPHANIE DARROW TRUSTEE 2.50 X 0 0 0 SUZIE DORAN TRUSTEE 2.50 X 0 0 0 KELLY BUSH NOVAK TRUSTEE 2.50 X 0 0 0 LAUREN FINKELSTEIN TRUSTEE 2.50 X 0 0 0 DEBORAH DAVID TRUSTEE 2.50 X 0 0 0 SHANA SILVERI TRUSTEE 2.50 X 0 0 0 ELIZABETH ENGLISH HEAD OF SCHOOL 50.00 X 820077 0 125000 RICHARD BENFIELD DIRECTOR OF FINANCE & OPER 50.00 X 253979 0 24000 DENNIS LENNON DIRECTOR OF ATHLETICS 50.00 X 123633 0 15000 JANE DAVIS DIRECTOR OF FINANCE 50.00 X 117375 0 17500 KAREN PAVLISCAK DIRECTOR OR MIDDLE SCHOOL 50.00 X 157178 0 21000 SAMANTHA COYNE DONNEL DIRECTOR OF UPPER SCHOOL 50.00 X 158301 0 21000 1630543 0 223500 6 0 1 0 PARALLAX INC 5763 UPLANDER WAY CULVER CITY CA 90230 ARCHITECTURE 1941189 LATHAM & WATKINS LLP 355 SOUTH GRAND AVENUE LOS ANGELES CA 900711560 LEGAL FEES FOR MASTER PLAN 802045 TUMBLEWEED TRANSPORTATION PO BOX 49291 LOS ANGELES CA 90049 TRANSPORTATION 783902 NATIONAL OUTDOOR LEADERSHIP 284 LINCOLN STREET LANDER WY 82520 LEADERSHIP TRAINING 337415 SEAROCK STAFFORD 690 E GREEN STREET SUITE 201 PASADENA CA 91101 ENVIRONMENTAL CONSULTANTS 242934 14 299864 17764003 1158407 18063867 TUITION AND FEES 611600 19289532 19289532 19289532 178397 178397 231600 258573 -26973 -26973 -26973 470685 299864 166240 304445 304445 74431 36670 37761 37761 MISCELLANEOUS INCOME 611710 618 618 618 37847647 19289532 0 494248 3318342 3318342 932782 607707 283285 41790 8431760 7497125 405677 528958 477310 429898 21747 25665 789904 686158 52473 51273 664257 620847 37119 6291 46884 46884 29077 29077 184748 184748 83649 54884 24584 4181 45869 31884 11953 2032 608883 428004 154592 26287 1141806 1100814 35968 5024 119041 81950 32803 4288 297551 297551 3096035 2978538 102935 14562 282309 272174 8893 1242 ATHLETICS, ENRICHMENT & 1281973 1281973 STUDENT BUSING 708834 708834 CLASSROOM INSTRUCTIONAL 489822 489822 814317 385381 205407 223529 23845153 20974335 1935696 935122 4502297 2861095 9525 5038016 7132761 12970756 14973 62133 629634 350825 61484314 19970480 40505247 41513834 6586789 6532712 598851 633625 59980077 69962996 3280980 2517940 11863266 13851067 9275000 8890000 12889 3171387 3107424 530305 462425 28133827 28828856 X 11717261 26421168 14967422 9551405 5161567 5161567 31846250 41134140 59980077 69962996 X 14002494 30396 -4745000 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6454106 177523 231600 6400029 6383066 240040 169000 6454106 5748919 23506 722305 111664 6383066 5425857 46484 353298 76720 5748919 5271919 68081 118157 32300 5425857 0.00000 0.81000 0.19000 0 0 10868000 10868000 30752555 16939300 13813255 3661815 3031180 630635 16201944 16201944 41513834 CAPITAL LEASE - EQUIPMENT 251477 OTHER NON-CURRENT LIABILITY 210948 462425 X 34596371 30396 -3318342 -3287946 37884317 -36670 -36670 37847647 20563481 36670 36670 20526811 3318342 3318342 23845153 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 IS A NONPROFIT CORPORATION DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(A) OF THE CODE. THE SCHOOL IS ALSO EXEMPT FROM STATE INCOME TAXATION UNDER 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES 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. THE RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. FORM 990, PART XI, LINES 2D AND 4B PART XI, LINE 4B AND PART XII, LINE 2D REPRESENTS COST OF GOODS SOLD. 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 686668 299864 386804 60800 6150 19725 ARCHER PARENT ASSOCIATION 69777 69777 49650 2971 13283 1 14104 14104 13662 770549 299864 470685 110450 2971 6150 46670 166241 304444 1 FINANCIAL AID TO ELIGIBLE STUDENTS 116 3306720 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 X X 0 1 0 0 0 0 0 1 0 ELIZABETH ENGLISH HEAD OF SCHOOL 426590 0 50000 0 343487 0 75000 0 50000 0 945077 0 300000 0 RICHARD BENFIELD DIRECTOR OF FINANCE & OPER 253979 0 0 0 0 0 0 0 24000 0 277979 0 0 0 KAREN PAVLISCAK DIRECTOR OR MIDDLE SCHOOL 157178 0 0 0 0 0 0 0 21000 0 178178 0 0 0 SAMANTHA COYNE DONNEL DIRECTOR OF UPPER SCHOOL 158301 0 0 0 0 0 0 0 21000 0 179301 0 0 0 PART I, LINE 1A PER THE EMPLOYMENT AGREEMENT, THE HEAD IS REQUIRED TO BE ACCESSIBLE AND THUS LIVES IN THE HOUSE ADJACENT TO AND OWNED BY THE SCHOOL. DISCRETIONARY SPENDING ACCOUNT - THE SCHOOL BUDGETS AN ALLOWANCE OF $25,000 FOR THE HEAD OF SCHOOL FOR DISCRETIONARY SPENDING PURPOSES. PART I, LINE 7 BONUSES PAID TO: ELIZABETH ENGLISH, HEAD OF SCHOOL, $50,000. SCHEDULE J, PART II, COLUMN B(III) TUIITION REMISSION PAID TO: ELIZABETH ENGLISH, HEAD OF SCHOOL, $43,487. A CSCDA 521598225 130911M49 2005-05-01 12635000 DEBT REFINANCE 0 0 0 A 12635000 3818 252700 144116 12234366 2005 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 50440 TUITION REMISSION TUITION REMISSION X 11 858543 FMV ON DATE OF GIFT X AUCTION ITEMS 1 299864 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BROKERAGE TO SELL SECURITIES. 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 11 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 XI, LINE 9: LOSS FROM UNCOLLECTIBLE PLEDGES -4,745,000. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.