Nonprofit · EIN 91-0652651
OVERLAKE MEDICAL CENTER & CLINICS
Tax-exempt · BELLEVUE, WA 98004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $851,950,642 | $867,877,770 | -$15,927,128 | $820,156,444 | $437,432,929 | $382,723,515 |
| June 30, 2024 | 990 | $802,768,233 | $827,985,191 | -$25,216,958 | $946,217,268 | $445,064,270 | $501,152,998 |
| June 30, 2023 | 990 | $722,143,602 | $767,321,087 | -$45,177,485 | $933,613,010 | $443,686,169 | $489,926,841 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $17,424,623
- of which government grants
- $8,278,843
- Program service revenue
- $818,810,142
- Investment income
- $11,800,325
- Net rental income
- $84,805
- Net gain from sales of assets
- $5,299,368
- Other revenue
- $3,915,552
Expenses
- Grants and similar amounts paid
- $2,854,414
- Compensation of officers, directors and key employees
- $6,104,999
- Other salaries and wages
- $408,545,502
- Salaries, compensation and benefits (total)
- $515,101,131
- Professional fundraising fees
- $0
- Legal fees
- $122,856
- Occupancy
- $20,240,319
- Travel
- $211,177
- Depreciation
- $18,130,091
- Program services (functional)
- $739,259,401
- Management and general (functional)
- $128,618,369
Balance sheet and other
- Total assets, start of year
- $946,217,268
- Total assets, end of year
- $820,156,444
- Total liabilities, end of year
- $437,432,929
- Net assets, end of year
- $382,723,515
- Land, buildings and equipment
- $333,133,127
- Publicly traded securities
- $243,482,925
- Net assets without donor restrictions
- $382,723,515
- Gross receipts
- $1,473,018,859
- Employees
- 4,438
- Volunteers
- 174
- Year formed
- 1953
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J MICHAEL MARSH | PRESIDENT & CEO THRU 01/25 Officer | 49 | $1,602,146 | $151,523 |
| MAHEER GANDHAVADI | CARDIOLOGIST Highest-paid employee | 40 | $1,494,897 | $50,202 |
| ELLIOT MIN | NEUROSURGEON Highest-paid employee | 40 | $1,186,627 | $43,191 |
| DEREK RODRIGUES | CARDIOLOGIST Highest-paid employee | 40 | $1,142,204 | $48,430 |
| ASIF KHAN | NEUROSURGEON Highest-paid employee | 40 | $1,045,680 | $50,137 |
| DAVID W NELSON | CARDIAC SURGEON Highest-paid employee | 40 | $1,000,218 | $56,586 |
| KELAN R KOENIG | OC PHYSICIAN EXECUTIVE Key employee | 60 | $775,871 | $98,382 |
| MICHELLE CURRY | CHIEF NURSING OFFICER Key employee | 55 | $591,558 | $62,822 |
| SCOTT WATERS | CHIEF INFORMATION OFFICER Key employee | 50 | $545,130 | $88,228 |
| JONATHAN DUARTE | PRESIDENT & CEO FROM 01/25 Officer | 55 | $528,387 | $65,053 |
| VALERIE CHRUSCIEL | OC CHIEF OPERATING OFFICER Key employee | 65 | $462,905 | $67,861 |
| DAVID J WINOKUR | CHIEF ADMINISTRATIVE OFFICER Key employee | 50 | $368,035 | $66,260 |
| PAUL ISHIZUKA | INTERIM CFO FROM 03/24 TO 11/24 Officer | 49.5 | $376,227 | $19,073 |
| ANDREW TOKAR | CFO THRU 04/24 Key employee | 0 | $250,838 | $17,256 |
| CHRISSY YAMADA | INTERIM CFO FROM 11/24 Officer | 55 | $49,808 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM EVERT | CHAIR Trustee or director, Officer | 10 | $0 |
| ANNETTE CLARK | CHAIR ELECT Trustee or director, Officer | 3 | $0 |
| LISA WISSNER-SLIVKA | SECRETARY Trustee or director, Officer | 3 | $0 |
| TIFFANY KOENIG | TREASURER Trustee or director, Officer | 2 | $0 |
| JASON THOMPSON | CHAIR THRU 12/24 Trustee or director, Officer | 10 | $0 |
| PAULINE BACH | TRUSTEE Trustee or director | 3 | $0 |
| PATRICIA BEDIENT | TRUSTEE Trustee or director | 1.5 | $0 |
| KRISTINA BELFIORE | TRUSTEE Trustee or director | 2 | $0 |
| TED HERB | TRUSTEE Trustee or director | 10.5 | $0 |
| JAMES LADD | TRUSTEE THRU 12/24 Trustee or director | 3 | $0 |
| MARTHA LEE | TRUSTEE THRU 12/24 Trustee or director | 2 | $0 |
| BENJAMIN LIU | TRUSTEE Trustee or director | 3 | $0 |
| LINDA MAHAFFEY | TRUSTEE THRU 12/24 Trustee or director | 1 | $0 |
| DENISE MERLE | TRUSTEE Trustee or director | 3 | $0 |
| STEVE SCHWARZ | TRUSTEE Trustee or director | 2 | $0 |
| JULIE SUN | TRUSTEE THRU 12/24 Trustee or director | 1 | $0 |
| DILIP WAGLE | TRUSTEE Trustee or director | 1 | $0 |
| JESSIE WOOLLEY-WILSON | TRUSTEE THRU 12/24 Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J MICHAEL MARSH | PRESIDENT & CEO Officer | 45 | $1,155,990 | $149,859 |
| DEREK RODRIGUES MD | CARDIOLOGIST Highest-paid employee | 40 | $1,034,169 | $44,050 |
| DAVID W NELSON MD | CARDIAC SURGEON Highest-paid employee | 40 | $955,217 | $50,565 |
| ASIF ALI KHAN MD | NEUROSURGEON Highest-paid employee | 40 | $879,177 | $44,710 |
| ROBERT BINFORD MD | CARDIAC SURGEON Highest-paid employee | 40 | $868,890 | $50,580 |
| SCOTT LOUIS MD | CARDIAC SURGEON Highest-paid employee | 40 | $863,047 | $43,685 |
| KELAN R KOENIG MD | OMC PHYSICIAN EXECUTIVE Key employee | 60 | $758,327 | $82,746 |
| ANDREW TOKAR | CFO THRU 04/24 Officer | 48 | $490,217 | $36,310 |
| VALERIE CHRUSCIEL | OC CHIEF OPERATING OFFICER Key employee | 60 | $439,343 | $52,602 |
| JON DUARTE | FORMER KEY EMPLOYEE Former | 50 | $362,836 | $52,491 |
| MICHELLE CURRY | CHIEF NURSING OFFICER Key employee | 50 | $363,768 | $49,717 |
| SCOTT WATERS | CHIEF INFORMATION OFFICER Key employee | 50 | $341,672 | $64,196 |
| DAVID WINOKUR | CHIEF ADMINISTRATIVE OFFICER Key employee | 50 | $285,720 | $53,878 |
| JASON THOMPSON | CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| TOM EVERT | SECRETARY & TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| PAULINE BACH | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| KRISTINA BELFIORE | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| ROBERT CAMPBELL | TRUSTEE THRU 05/24 Trustee or director | 3 | $0 | $0 |
| JORGE CERDA | TRUSTEE THRU 12/23 Trustee or director | 1.5 | $0 | $0 |
| ANNETTE CLARK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TED HERB | TRUSTEE Trustee or director | 3 | $0 | $0 |
| TIFFANY KOENIG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES LADD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MARTHA LEE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LINDA MAHAFFEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| UMA RAGHAVAN-THURMAN | TRUSTEE THRU 05/24 Trustee or director | 2 | $0 | $0 |
| JULIE SUN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DILIP WAGLE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LISA WISSNER-SLIVKA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JESSIE WOOLLEY-WILSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL ISHIZUKA | INTERIM CFO FROM 03/24 Officer | 49 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J MICHAEL MARSH | PRESIDENT & CEO Officer | 45 | $1,462,825 | $144,346 |
| ASIF ALI KHAN MD | NEUROLOGIST Highest-paid employee | 40 | $1,026,931 | $42,117 |
| DEREK RODRIGUES MD | CARDIOLOGIST Highest-paid employee | 40 | $981,443 | $45,049 |
| DAVID W NELSON MD | CARDIAC SURGEON Highest-paid employee | 40 | $926,864 | $47,567 |
| THOMAS A DEBORD | COO THRU 11/22 Officer | 50 | $797,792 | $88,105 |
| ROBERT BINFORD MD | CARDIAC SURGEON Highest-paid employee | 40 | $838,087 | $45,849 |
| ROBERT RHO MD | CARDIOLOGIST Highest-paid employee | 40 | $843,825 | $35,305 |
| KELAN R KOENIG MD | OMC PHYSICIAN EXECUTIVE Key employee | 55 | $703,679 | $97,273 |
| ANDREW J TOKAR | CFO Officer | 50 | $591,433 | $72,826 |
| JON DUARTE | CHIEF STRATEGY OFFICER Officer | 50 | $430,248 | $54,393 |
| MICHELLE CURRY | CHIEF NURSING OFFICER Key employee | 40 | $427,843 | $55,452 |
| VALERIE CHRUSCIEL | OMC CHIEF OPERATING OFFICER Key employee | 40 | $418,513 | $57,343 |
| DAVID J WINOKUR | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $256,288 | $33,205 |
| JASON THOMPSON | CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| TOM EVERT | SECRETARY & TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT CAMPBELL | IMMEDIATE PAST CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| PAULINE BACH | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KRISTINA BELFIORE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JORGE CERDA | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANNETTE CLARK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TED HERB | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TIFFANY KOENIG | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| JIM LADD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MARTHA LEE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LINDA MAHAFFEY | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| UMA RAGHAVAN | TRUSTEE Trustee or director | 4 | $0 | $0 |
| LISA WISSNER-SLIVKA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JULIE SUN | FOUNDATION REP Trustee or director | 2 | $0 | $0 |
| DILIP WAGLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JESSIE WOOLLEY-WILSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1035 116TH AVE NE, BELLEVUE, WA 98004-4604
- In care of
- % JONATHAN DUARTE
- Principal officer (990 for 2024)
- JONATHAN DUARTE, 1035 116TH AVENUE NE, BELLEVUE, WA 98004
- Signed the 990
- JONATHAN DUARTE, PRESIDENT AND CEO
- Phone
- (425) 688-5000
- Website
- WWW.OVERLAKEHOSPITAL.ORG
- Return prepared by
- CLARK NUBER PS
Mission
TO PROVIDE COMPREHENSIVE HOSPITAL AND OTHER HEALTHCARE AND WELLNESS RELATED SERVICES AND PROVIDE EDUCATION, RESEARCH, AND OTHER ACTIVITIES DESIGNED TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. THE MISSION IS TO PROVIDE COMPASSIONATE CARE FOR EVERY LIFE WE TOUCH.
Program accomplishments
- SEE SCHEDULE O.Expenses $732,315,252 · revenue $818,629,058
- OTHER GRANTS AND ALLOCATIONS: GRANTS TO OVERLAKE HOSPITAL FOUNDATION TO COVER EXPENSES AND GRANTS TO SUPPORT OTHER COMMUNITY NONPROFIT ORGANIZATIONS.Expenses $2,854,414 · grants $2,854,414
- SEE SCHEDULE O.Expenses $4,089,735 · revenue $181,084
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 91-0652651
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $820,156,444
- Income (IRS master file)
- $1,473,018,859
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $851,950,642 | $867,877,770 | $820,156,444 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $802,768,233 | $827,985,191 | $946,217,268 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $722,143,602 | $767,321,087 | $933,613,010 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $702,791,082 | $714,031,598 | $1,021,060,160 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-0652651).
Questions about OVERLAKE MEDICAL CENTER & CLINICS
- What is the EIN of OVERLAKE MEDICAL CENTER & CLINICS?
- The employer identification number (EIN) of OVERLAKE MEDICAL CENTER & CLINICS is 91-0652651.
- Is OVERLAKE MEDICAL CENTER & CLINICS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to OVERLAKE MEDICAL CENTER & CLINICS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OVERLAKE MEDICAL CENTER & CLINICS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OVERLAKE MEDICAL CENTER & CLINICS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OVERLAKE MEDICAL CENTER & CLINICS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OVERLAKE MEDICAL CENTER & CLINICS?
- The 990 for the year ended June 30, 2025 names JONATHAN DUARTE.
- Who are the officers and directors of OVERLAKE MEDICAL CENTER & CLINICS?
- The 990 for the year ended June 30, 2025 lists 33 people; 15 received compensation from the organization, the highest $1,602,146 (J MICHAEL MARSH, PRESIDENT & CEO THRU 01/25).
- How much revenue does OVERLAKE MEDICAL CENTER & CLINICS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $851,950,642, expenses of $867,877,770 and total assets of $820,156,444 at year end.
Other nonprofits in BELLEVUE
- LIFECENTER NORTHWEST EIN 94-3253342 · last filed 990 for 2024
- GLOBAL HEALTH LABS INC EIN 85-1595660 · last filed 990 for 2024
- OVERLAKE HOSPITAL FOUNDATION EIN 91-1050325 · last filed 990 for 2025
- MEDIC ONE FOUNDATION EIN 91-6183158 · last filed 990 for 2025
- SIGHT FOR SOULS EIN 46-5491631 · last filed 990 for 2025
- WORTH A SHOT EIN 88-4034391 · last filed 990-PF for 2025
- NORTHWESTERN MEDICAL DENTAL ASSOCIATION EIN 27-2621918 · last filed 990-N for 2024
- AMERICAN FACIAL ACUPUNCTURE ASSOCIATION EIN 92-3947726 · last filed 990-N for 2025