2015-02-13T19:00:37-06:00 2014-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2013-07-01 942240127 KEYS FAMILY DAY SCHOOL INC KEYS 6503281711 3981 EL CAMINO REAL PALO ALTO CA 94306 VENKY GANESAN TREASURER 6503281711 2015-02-13 1 LYNN HENLEY P00356034 9257902600 2013 2016-02-25 16:41:14Z ALONA SCOTT 2890 MIDDLEFIELD RD PALO ALTO CA 94306 10272554 0 X WWW.KEYSSCHOOL.COM X 1973 CA KEYS FAMILY DAY SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL, NONSECTARIAN DAY SCHOOL. 24 23 80 159 0 0 1169626 1213332 7808436 8799130 48250 44867 143921 114934 9170233 10172263 678107 643250 0 0 5549759 5931154 0 0 412663 2935878 2869226 9163744 9443630 6489 728633 23768580 25121595 14141048 14427752 9627532 10693843 X KEYS FAMILY DAY SCHOOL IS AN INDEPENDENT K-8 SCHOOL THAT OFFERS A BROAD HANDS-ON CURRICULUM. IT FOSTERS HIGH ACADEMIC ACHIEVEMENT AND EMPHASIZES BALANCED GROWTH-INTELLECTUAL, PHYSICAL, EMOTIONAL, AND SOCIAL-FOR EVERY STUDENT. WITHIN A DIVERSE AND SUPPORTIVE COMMUNITY, KEYS PROVIDES A CARING AND CREATIVE ENVIRONMENT THAT ENCOURAGES CHILDREN TO LOVE LEARNING, TO TAKE INTELLECTUAL RISKS, TO ACT AS GLOBAL CITIZENS, AND TO TREAT OTHERS WITH RESPECT AND EMPATHY. 0 0 7005915 643250 8799130 KEYS FAMILY DAY SCHOOL PROVIDES EDUCATION AT THE KINDERGARTEN THROUGH EIGHTH GRADE LEVELS TO APPROXIMATELY 316 STUDENTS. 7005915 1 1 0 0 0 0 0 0 0 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 13 0 80 1 0 0 0 0 0 1 1 0 0 0 0 X 24 23 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 1 1 0 CA X STEVEN SMITH BUSINESS DIRECTOR 6503281711 3981 EL CAMINO REAL PALO ALTO CA 94306 ANDREAS STAVROPOULOS BOARD CHAIR 2.00 X X 0 0 0 MELANIE ERASMUS VICE-CHAIR 2.00 X X 0 0 0 STEVE MCKAY VICE-CHAIR/SITE 2.00 X X 0 0 0 CRISTINA SPENCER VICE-CHAIR/DEVELOPMENT 2.00 X X 0 0 0 RODRIGO LIANG SECRETARY 2.00 X X 0 0 0 VENKY GANESAN TREASURER 2.00 X X 0 0 0 VANEETA VARMA PAST CHAIR 2.00 X X 0 0 0 ANISH BHATNAGAR TRUSTEE 2.00 X 0 0 0 FARAH BRELVI TRUSTEE 2.00 X 0 0 0 TONY CARRASCO TRUSTEE 2.00 X 0 0 0 JUNG CHOI TRUSTEE 2.00 X 0 0 0 LEE DORSEY TRUSTEE 2.00 X 0 0 0 JENNIFER DULSKI TRUSTEE 2.00 X 0 0 0 ELLA DUNCANSON TRUSTEE 2.00 X 0 0 0 MOLLY FORSTALL TRUSTEE 2.00 X 0 0 0 JESSE JOHNSON TRUSTEE 2.00 X 0 0 0 MARK MCKEE TRUSTEE 2.00 X 0 0 0 JENNIFER MIN TRUSTEE 2.00 X 0 0 0 RAMESH RAJAGOPAL TRUSTEE 2.00 X 0 0 0 BARBARA ROSSTON TRUSTEE 2.00 X 0 0 0 JOHN SCHAFER TRUSTEE 2.00 X 0 0 0 PRADIP SHANKAR TRUSTEE 2.00 X 0 0 0 MOLLIE THOMPSON TRUSTEE 2.00 X 0 0 0 ALONA SCOTT HEAD OF SCHOOL 50.00 X X 136739 0 10098 STEVEN SMITH BUSINESS DIRECTOR 50.00 X 145302 0 16888 MARIA LOPEZ HEAD OF LOWER SCHOOL 50.00 X 141553 0 16744 KATHRYN VARDA READING SPECIALIST 50.00 X 102340 0 16784 JAN BRUZZESE COMMUNICATIONS DIRECTOR 50.00 X 104792 0 12890 630726 0 73404 6 0 1 0 HINES SERVICES INC 91 LOST LAKE LANE CAMPBELL CA 95008 JANITORIAL 177600 NATURALIST AT LARGE PO BOX 3517 VENTURA CA 93006 FIELD TRIPS 160556 2 165255 1048077 156026 1213332 TUITION AND FEES 611710 8521650 8521650 AUXILIARY FEES 611600 246182 246182 APPLICATION/LATE FEES 611600 31298 31298 8799130 57477 57477 16485 0 16485 16485 16485 988 1000 0 14598 988 -13598 -12610 -12610 184142 165255 85693 98449 98449 10172263 8799130 0 159801 643250 643250 294000 258750 35250 5601077 4259675 1034616 306786 36077 36077 9723 9723 32244 32244 185002 39964 145038 11167 11167 94591 94591 135012 104974 30038 519710 1488611 -978615 9714 150741 72797 77944 623365 623365 44818 44818 AMORTIZATION 455883 455883 FIELD TRIPS & SP ACT 185421 185421 INSTRUCTIONAL EXPENSES 185076 185076 MISCELLANEOUS 76553 26807 49746 159920 26147 133773 9443630 7005915 2025052 412663 202916 2095622 3307187 51824 12000 33482 43916 166808 196484 21830448 3471508 18799442 18358940 2294201 2684922 327201 315230 23768580 25121595 614471 777621 1767588 2226548 11632406 11388380 126583 35203 14141048 14427752 X 8881136 9818884 201935 326398 544461 548561 9627532 10693843 23768580 25121595 728633 337678 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1388509 4100 221595 1614204 1117001 135543 135965 1388509 1078695 38306 1117001 948788 5695 124212 1078695 872359 5310 78746 23488 932927 0.47110 0.33980 0.18910 0 0 8092492 8092492 11297179 1625145 9672034 1132503 979442 153061 1303346 866921 436425 4928 4928 18358940 DEFERRED RENT 35203 35203 X 9866691 337678 -643250 -305572 10172263 0 10172263 8800380 0 8800380 643250 643250 9443630 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING PROFESSIONAL DEVELOPMENT. PART X, LINE 2: THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2014 AND 2013, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION ASSISTANCE -643,250. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 643,250. 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 KEYS FAMILY DAY SCHOOL JOINS WITH OTHER BAY AREA INDEPENDENT SCHOOLS TO PUBLISH THEIR NONDISCRIMINATION POLICY ONCE A YEAR IN THE SAN FRANCISCO CHRONICLE. SCHEDULE E, PART I, LINE 4 ALL AID IS COMPLETELY NEED BASED AND RACIALLY BLIND. SCHOOL AUCTION 323155 165255 157900 2453 29808 1200 26847 BOOK FAIR 4434 4434 4 4 21808 21808 25381 349397 165255 184142 2453 29808 1200 52232 85693 98449 1 FINANCIAL AID 39 643250 PART I, LINE 2: TUITION ASSISTANCE IS AWARDED BASED ON THIRD-PARTY EVALUATION OF FAMILY FINANCIAL SITUATIONS, WHICH INCLUDES THE REVIEW OF INCOME TAX FILINGS. TUITION ASSISTANCE AWARDS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS AS AN OFFSET TO BILLABLE TUITION. X 1 1 X X X 0 0 0 0 0 0 0 0 0 STEVEN SMITH BUSINESS DIRECTOR 145302 0 0 0 0 0 10198 0 6690 0 162190 0 0 0 MARIA LOPEZ HEAD OF LOWER SCHOOL 141553 0 0 0 0 0 10059 0 6685 0 158297 0 0 0 PART I, LINE 1A THE DISCRETIONARY SPENDING ACCOUNT IS INCLUDED IN THE SCHOOL'S ANNUAL BUDGET. THERE IS ONE ACCOUNT FOR THE HEAD OF SCHOOL, THE LOWER SCHOOL HEAD, AND THE MIDDLE SCHOOL HEAD. THE ACCOUNT IS USED SOLELY FOR UNBUDGETED EXPENSES ASSOCIATED WITH THE PROGRAMMATIC GOALS OF THE SCHOOL. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 2010-11-09 11892000 CONSTRUCTION 0 0 0 A 11892000 223575 11668425 2009 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 14 156026 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS SELF-SUSTAINING. CURRENT MEMBERS NOMINATE AND VOTE IN NEW MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS FIRST REVIEWED BY THE BUSINESS DIRECTOR AND THE FINANCE COMMITTEE OF THE BOARD. IT IS THEN SIGNED BY THE TREASURER AND PROVIDED TO THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12 A DOCUMENT RETENTION POLICY IS UNDER FORMATION. CURRENTLY, BOTH THE DEVELOPMENT AND BUSINESS OFFICES HAVE CRAFTED INITIAL 10-YEAR DOCUMENT RETENTION POLICIES. DEVELOPMENT AND BUSINESS OFFICE DOCUMENTS FOLLOWING THE 10-YEAR WINDOW HAVE BEEN TRANSFERRED TO A SECURE FACILITY. FORM 990, PART VI, SECTION B, LINE 15 IN BOTH CASES, DATA IS GATHERED FROM NAIS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS) AND ISBOA (INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION), A CALIFORNIA GROUP. ALL DATA IS REVIEWED AND THE HEAD OF SCHOOL'S SALARY IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE HEAD MAKES A RECOMMENDATION TO THE COMMITTEE FOR THE BUSINESS DIRECTOR'S COMPENSATION, WHICH THEY ALSO REVIEW FOR REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FROM THE BUSINESS DIRECTOR UPON REQUEST. FORM 990, PART XII, LINE 2C: FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.