2026-04-01T09:14:54-05:00 2025-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-07-01 943250488 SEA CREST SCHOOL INC SEAC 6507129892 901 ARNOLD WAY HALF MOON BAY CA 94019 LAUREN MILLER HEAD OF SCHOOL 6507129892 2026-03-25 1 1 KRISTEN M BASS P01247587 6022646835 2026-03-25 2024 2025-03-06 01:10:19Z LAUREN MILLER 901 ARNOLD WAY HALF MOON BAY CA 94019 17252098 0 X WWW.SEACRESTSCHOOL.ORG X 1996 CA SEA CREST SCHOOL IS DEDICATED TO PROVIDING THE BEST IN INNOVATIVE EDUCATION (CONTINUES SCH O) (CONTINUES FROM PAGE 1) TO INSPIRE AND EMPOWER OUR LEARNERS TO ENGAGE CURIOSITY, EXPRESS CREATIVITY, ACT WITH COMPASSION AND LEAD WITH COURAGE. 15 15 82 225 0 0 570189 1020548 8699035 9357704 157773 264619 39567 37870 9466564 10680741 1406290 1449557 0 0 5679294 6154849 0 0 284661 2007721 2246893 9093305 9851299 373259 829442 12801156 15430154 6313939 8054952 6487217 7375202 SEA CREST SCHOOL IS DEDICATED TO PROVIDING THE BEST IN INNOVATIVE EDUCATION TO INSPIRE AND EMPOWER OUR LEARNERS TO ENGAGE CURIOSITY, EXPRESS CREATIVITY, ACT WITH COMPASSION AND LEAD WITH COURAGE. 0 0 6875508 1449557 8749395 SEA CREST SCHOOL, INC. (THE "SCHOOL"), FOUNDED IN 1996, IS AN ACCREDITED, NON-SECTARIAN INDEPENDENT SCHOOL LOCATED IN HALF MOON BAY, CALIFORNIA. THE SCHOOL PROVIDES QUALITY EDUCATION TO APPROXIMATELY 300 STUDENTS FROM JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. SEA CREST SCHOOL IS DEDICATED TO PROVIDING THE BEST IN INNOVATIVE EDUCATION TO INSPIRE AND EMPOWER ITS LEARNERS TO ENGAGE CURIOSITY, EXPRESS CREATIVITY, ACT WITH COMPASSION AND LEAD WITH COURAGE. 141330 646179 AUXILIARY SERVICES PROVIDE SUMMER CAMP AND EXTENDED DAY PROGRAMS FOR ATHLETICS, ART, MUSIC, INNOVATION AND OTHER ENRICHMENT PROGRAMS, SUPERVISED BY EXTENDED DAY PROGRAM STAFF, TEACHERS, AND COACHES. 7016838 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 82 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X JACQUIE CUVELIER CFO 6507129892 901 ARNOLD WAY HALF MOON BAY CA 94019 DAVID NEDZEL CHAIR 1.00 X X 0 0 0 MARIA BURNS VICE CHAIR 1.00 X X 0 0 0 KARIN MANUELE SECRETARY 1.00 X X 0 0 0 AMANDA MELO TREASURER 1.00 X X 0 0 0 PETER COLABUONO TRUSTEE 1.00 X 0 0 0 SIDNIE DAVIS TRUSTEE 1.00 X 0 0 0 KELLY DITRAPANI TRUSTEE 1.00 X 0 0 0 GABRIEL ESPOSTO TRUSTEE 1.00 X 0 0 0 JESSICA FAVREAU TRUSTEE 1.00 X 0 0 0 GREG GLADMAN TRUSTEE 1.00 X 0 0 0 TARYN GROGAN TRUSTEE 1.00 X 0 0 0 KRISTINA KEATES TRUSTEE 1.00 X 0 0 0 GRACIELA KRABBENSCHMIDT TRUSTEE 1.00 X 0 0 0 BETH MCKEOWN TRUSTEE 1.00 X 0 0 0 STEVE PATTON TRUSTEE 1.00 X 0 0 0 LAUREN MILLER HEAD OF SCHOOL 40.00 X 385484 0 39533 JACQUIE CUVELIER CHIEF FINANCIAL OFFICER 40.00 X 169761 0 26424 MICHELLE GIACOTTO DIRECTOR OF CURRICULUM 40.00 X 156595 0 11484 LESLIE RICHARDSON DIRECTOR OF STUDENT LEARNING 40.00 X 148396 0 30729 MISHEL GANTZ DIRECTOR OF ADMISSIONS 40.00 X 153257 0 27394 AMBAR PINA DIRECTOR OF ADVANCEMENT 40.00 X 132251 0 20660 MORGAN PIERCE EXTENDED DAY PROGRAM MANAGER 40.00 X 123794 0 17537 1269538 0 173761 8 0 1 0 0 65072 507039 448437 13753 1020548 TUITION 611600 8711525 8711525 AUXILIARY SERVICES 611600 646179 646179 9357704 264619 264619 16493 0 16493 16493 16493 6521649 6521649 0 0 49708 65072 49708 0 MISC. INCOME 611600 21377 21377 21377 10680741 9395574 0 264619 1449557 1449557 689015 46074 573830 69111 4123220 3223991 794579 104650 252847 183402 60956 8489 749589 569891 158168 21530 340178 233371 93725 13082 28201 28201 93819 93819 15514 13624 1890 13722 13722 27910 27910 95875 95875 388681 54099 334582 82754 53645 29109 82761 69930 12831 507381 375006 132375 193882 96338 97544 MATERIALS AND SUPPLIES 544190 471036 34692 38462 BAD DEBT 7050 7050 RECRUITING 5941 1878 4063 159212 65399 71526 22287 9851299 7016838 2549800 284661 3558647 2034827 2757230 5650226 14273 5000 93644 182808 174802 155558 149238 152532 12822621 5657420 5979888 7165201 73434 84002 12801156 15430154 260189 315865 2655295 3837904 3398455 3248942 0 652241 6313939 8054952 X 6295683 7234900 191534 140302 6487217 7375202 12801156 15430154 829442 58543 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73434 10568 84002 61905 11529 73434 53865 8040 61905 62655 -8790 53865 46705 15950 62655 0.12000 0.12000 0.76000 0 0 1760118 1760118 9543002 4903485 4639517 1482074 753935 728139 37427 37427 7165201 X 9308536 58543 14453 -1449557 -1376561 10685097 -4356 -4356 10680741 8420551 14453 4356 18809 8401742 1449557 1449557 9851299 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FOUR INDIVIDUAL FUNDS ESTABLISHED TO FURTHER THE MISSION AND VISION OF THE SCHOOL. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES AND STATE FRANCHISE TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, THE SCHOOL IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AND IS NOT LIABLE FOR FEDERAL UNEMPLOYMENT TAXES. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE SCHOOL HAS TAKEN AN UNCERTAIN POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT IT MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR UNKNOWN INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE SCHOOL'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE NO EXAMINATIONS IN PROGRESS NOR ARE THERE ANY PENDING OTHER THAN THE AUDIT IN APPEAL REGARDING A PORTION OF THE EMPLOYEE RETENTION TAX CREDIT ("ERTC"). PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION ASSISTANCE NETTED AGAINST TUITION REVENUE ON AUDIT REPORT -1,449,557. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXP. RECLASSIFIED FROM DEVELOPMENT ON AUDIT REPORT -4,356. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXP. RECLASSIFIED FROM DEVELOPMENT ON AUDIT REPORT 4,356. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE NETTED AGAINST TUITION REVENUE ON AUDIT REPORT 1,449,557. 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SEA CREST SCHOOL PUBLICIZES ITS NON-DISCIMINATION POLICY ON ITS WEBSITE: HTTPS://WWW.SEACRESTSCHOOL.ORG/. SCHEDULE E, PART I, LINE 5 THE SCHOOL HAS A LIMITED SCHOLARSHIP PROGRAM FOR STUDENTS GRADES 5-8 TARGETING ECONOMICALLY DISADVANTAGED AND CULTURALLY UNDERREPRESENTED STUDENTS. THIS IS IN COMPLIANCE WITH SECTION 4.05 OF REV. PROC. 75-50, 1975-2 C.B. 587 AND DOES NOT ADVERSELY AFFECT THE SCHOOL'S EXEMPT STATUS. DREAM EVENT (AUCTION/GALA) 81543 38516 43027 12469 5425 19526 575 5032 GINGER GIRVIN RUN 33237 26556 6681 6681 0 114780 65072 49708 12469 5425 19526 575 11713 49708 0 1 FINANCIAL ASSISTANCE FOR TUITION 85 1304857 FAIR VALUE OF TUITION TUITION ASSISTANCE FOR FAMILIES IN NEED SCHOLARSHIP FOR TUITION 5 144700 FAIR VALUE OF TUITION SCHOLARSHIP TUITION SCHOLARSHIP FOR FAMILIES IN NEED PART I, LINE 2: SEA CREST SCHOOL REQUIRES FINANCIAL DISCLOSURE AND PRIOR TAX RETURNS FROM APPLICANTS REQUESTING ASSISTANCE. DECISIONS ARE BASED ON THE FAMILIES' CALCULATED ABILITY TO PAY (USING CLARITY METHODOLOGY) AND THE POOL OF FUNDS AVAILABLE. RECORDS ARE MAINTAINED INDIVIDUALLY FOR EACH FAMILY. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 LAUREN MILLER HEAD OF SCHOOL 292500 0 0 0 92984 0 20475 0 19058 0 425017 0 0 0 JACQUIE CUVELIER CHIEF FINANCIAL OFFICER 166781 0 0 0 2980 0 13531 0 12893 0 196185 0 0 0 MISHEL GANTZ DIRECTOR OF ADMISSIONS 144395 0 0 0 8862 0 10057 0 17337 0 180651 0 0 0 LESLIE RICHARDSON DIRECTOR OF STUDENT LEARNING 147916 0 0 0 480 0 10429 0 20300 0 179125 0 0 0 MICHELLE GIACOTTO DIRECTOR OF CURRICULUM 153615 0 0 0 2980 0 10753 0 731 0 168079 0 0 0 AMBAR PINA DIRECTOR OF ADVANCEMENT 131771 0 0 0 480 0 9342 0 11318 0 152911 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL WAS PAID A STIPEND OF $5,000 PER MONTH AS A HOUSING ALLOWANCE, WHICH WAS PAID THROUGH PAYROLL. THE HEAD OF SCHOOL WAS ALSO PAID $250 PER MONTH FOR BUSINESS EXPENSE REIMBURSEMENT, WHICH WAS ALSO PAID THROUGH PAYROLL. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 NONEAVAIL 2013-07-01 4653000 REFINANCE 2008 TAX-EXEMPT BONDS, AND IMPROVEMENTS OF THE SCHOOL 0 0 0 A 4653000 92155 240516 4320329 2013 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 LAUREN MILLER HEAD OF SCHOOL HOME PURCHASE X 210000 155558 0 1 1 155558 56770 100% TUITION DISCOUNT DISCOUNT FOR HEAD OF SCHOOL'S CHILDREN AS PART OF COMPENSATION AGREEMENT FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEES, OFFICERS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED AUTHORITY ARE COVERED BY THE SCHOOL'S CONFLICT OF INTEREST POLICY. ANNUALLY, COVERED PERSONS SIGN A "CONFLICT OF INTEREST STATEMENT" ACKNOWLEDGING AWARENESS OF THE POLICY AND DISCLOSING ANY POTENTIAL CONFLICTS. THE BOARD GOVERNANCE COMMITTEE REVIEWS DISCLOSURES, AND WHEN A CONFLICT IS IDENTIFIED IT IS DOCUMENTED IN MINUTES. THE AFFECTED PERSON IS THEN RECUSED FROM DECISION-MAKING INVOLVING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A WHEN THE SCHOOL HIRES ITS TOP MANAGEMENT OFFICIAL, IT HIRES A SEARCH FIRM AND PERFORMS SALARY BENCHMARKING AT THAT TIME. SALARY INCREASES ARE IN LINE WITH INDUSTRY STANDARDS AND BENCHMARKED ANNUALLY. ADDITIONALLY, THE EXECUTIVE COMMITTEE HAS OVERSIGHT AND APPROVAL OF TOP MANAGEMENT OFFICIAL SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.