Nonprofit · EIN 91-1050325
OVERLAKE HOSPITAL FOUNDATION
Tax-exempt · BELLEVUE, WA 98004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,358,053 | $11,305,866 | $5,052,187 | $27,566,438 | $104,034 | $27,462,404 |
| June 30, 2024 | 990 | $13,263,561 | $13,212,653 | $50,908 | $22,698,949 | $339,285 | $22,359,664 |
| June 30, 2023 | 990 | $19,185,831 | $20,226,365 | -$1,040,534 | $22,492,373 | $315,694 | $22,176,679 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,671,857
- Program service revenue
- $0
- Investment income
- $1,979,896
- Net gain from sales of assets
- -$3,594
- Net income from fundraising events
- -$316,500
- Net income from gaming
- $22,800
- Other revenue
- -$293,700
Expenses
- Grants and similar amounts paid
- $9,145,780
- Compensation of officers, directors and key employees
- $527,204
- Other salaries and wages
- $1,020,257
- Salaries, compensation and benefits (total)
- $1,843,704
- Professional fundraising fees
- $0
- Legal fees
- $876
- Occupancy
- $151,168
- Travel
- $227
- Depreciation
- $6,170
- Program services (functional)
- $9,145,780
- Management and general (functional)
- $684,980
- Fundraising (functional)
- $1,475,106
Balance sheet and other
- Total assets, start of year
- $22,698,949
- Total assets, end of year
- $27,566,438
- Total liabilities, end of year
- $104,034
- Net assets, end of year
- $27,462,404
- Land, buildings and equipment
- $12,141
- Publicly traded securities
- $18,293,110
- Net assets without donor restrictions
- $5,865,636
- Net assets with donor restrictions
- $21,596,768
- Gross receipts
- $17,669,029
- Employees
- 11
- Volunteers
- 76
- Year formed
- 1978
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J MICHAEL MARSH | PRESIDENT & CEO THRU 01/25 Officer | 4 | $0 | $1,602,146 | $151,523 |
| JONATHAN DUARTE | PRESIDENT & CEO FROM 01/25 Officer | 5 | $0 | $528,387 | $65,053 |
| MARY BETH STEARNS | CHIEF DEVELOPMENT OFFICER Officer | 50 | $494,085 | $0 | $80,944 |
| PAUL ISHIZUKA | CHIEF FINANCIAL OFFICER THRU 11/24 Officer | 0.5 | $0 | $376,227 | $19,073 |
| ANDREW TOKAR | FORMER OFFICER Former | 0 | $0 | $250,838 | $17,256 |
| STEPHANIE STEWART | DEVELOPMENT DIRECTOR Highest-paid employee | 40 | $214,150 | $0 | $33,125 |
| MERIDETH GROSECLOSE | MAJOR GIFTS OFFICER Highest-paid employee | 40 | $113,136 | $0 | $30,085 |
| JODI FORSCHMIEDT | GRANT WRITING OFFICER Highest-paid employee | 40 | $108,959 | $0 | $18,972 |
| LAURIE RAMACCI-NOEGEL | INDIVIDUAL GIVING OFFICER Highest-paid employee | 40 | $108,970 | $0 | $15,733 |
| KATIE SIMS | INDIVIDUAL GIVING OFFICER Highest-paid employee | 40 | $108,709 | $0 | $15,719 |
| CHRISSY YAMADA | CHIEF FINANCIAL OFFICER FROM 11/24 Officer | 1 | $0 | $49,808 | $0 |
| AMY MARKEZICH | TRUSTEE Trustee or director | 1 | $0 | $17,000 | $0 |
| BENJAMIN LIU | TREASURER THRU 12/24, CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| JULIE SUN | CHAIR THRU 12/24 Trustee or director, Officer | 3 | $0 | $0 | $0 |
| PAULINE BACH | PAST CHAIR THRU 12/24 Trustee or director, Officer | 2 | $0 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERYL GUDAITIS | SECRETARY Trustee or director, Officer | 1.5 | $0 |
| WHITNEY NAKAJIMA | SECRETARY THRU 12/24 Trustee or director, Officer | 0.5 | $0 |
| JEFFREY EULBERG | TREASURER Trustee or director, Officer | 0.5 | $0 |
| RACHELE BOUCHAND | TRUSTEE Trustee or director | 1 | $0 |
| JAMES GREGSON | TRUSTEE Trustee or director | 1 | $0 |
| LEIGHA GRIMALDI | TRUSTEE Trustee or director | 1 | $0 |
| YORK HARRIS | TRUSTEE Trustee or director | 1 | $0 |
| ROHAN KUMAR | TRUSTEE Trustee or director | 0.5 | $0 |
| MICHAEL RIDGEWAY | TRUSTEE Trustee or director | 1 | $0 |
| JOHN RODGERS | TRUSTEE Trustee or director | 1 | $0 |
| YUKA SHIMIZU | TRUSTEE Trustee or director | 0.5 | $0 |
| CLAIRE SUMADIRWIRYA | TRUSTEE Trustee or director | 2 | $0 |
| TYLER TONKIN | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J MICHAEL MARSH | PRESIDENT & CEO Officer | 4 | $0 | $1,155,989 | $149,860 |
| ANDREW TOKAR | CFO THRU 04/24 Officer | 2 | $0 | $490,217 | $36,310 |
| MARY BETH STEARNS | CHIEF DEVELOPMENT OFFICER Officer | 50 | $362,934 | $0 | $74,377 |
| STEPHANIE STEWART | DEVELOPMENT DIRECTOR Highest-paid employee | 40 | $184,058 | $0 | $27,506 |
| MEREDITH GROSECLOSE | MAJOR GIFTS OFFICER Highest-paid employee | 40 | $106,022 | $0 | $22,776 |
| JENNIFER FISCHER | SPECIAL EVENTS OFFICER Highest-paid employee | 40 | $102,622 | $0 | $22,964 |
| JODI FORSCHMIEDT | GRANT WRITING OFFICER Highest-paid employee | 40 | $104,248 | $0 | $16,866 |
| LAURIE RAMACCI-NOEGEL | INDIVIDUAL GIVING OFFICER Highest-paid employee | 40 | $105,293 | $0 | $13,794 |
| JULIE SUN | CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| BENJAMIN LIU | TREASURER, CHAIR ELECT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| WHITNEY NAKAJIMA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAULINE BACH | PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MERRILL BEHNKE | TRUSTEE THRU 12/23 Trustee or director | 1 | $0 | $0 | $0 |
| RACHELE BOUCHAND | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY EULBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES GREGSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| LEIGHA GRIMALDI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHERYL GUDAITIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| YORK HARRIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROHAN KUMAR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL RIDGEWAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| YUKA SHIMIZU | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CLAIRE SUMADIRWIRYA | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| TYLER TONKIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| PAUL ISHIZUKA | INTERIM CFO FROM 03/24 Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J MICHAEL MARSH | PRESIDENT & CEO Officer | 10 | $0 | $1,462,825 | $144,346 |
| ANDREW TOKAR | CFO Officer | 2 | $0 | $591,433 | $72,826 |
| MARY BETH STEARNS | CHIEF DEVELOPMENT OFFICER Officer | 50 | $433,551 | $0 | $70,050 |
| STEPHANIE STEWART | DEVELOPMENT DIRECTOR Highest-paid employee | 40 | $196,821 | $0 | $27,578 |
| JULIE SUN | CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| WHITNEY NAKAJIMA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BENJAMIN LIU | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PAULINE BACH | PAST CHAIR Trustee or director | 0.5 | $0 | $0 | $0 |
| MERRILL BEHNKE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| RACHELE BOUCHAND | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JAMES GREGSON | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SHERYL GUDAITIS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| YORK HARRIS | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| TAYLOR MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL RIDGEWAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| YUKA SHIMIZU | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CLAIRE SUMADIRWIRYA | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TYLER TONKIN | TRUSTEE Trustee or director | 1 | $0 | $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 & CEO
- Phone
- (425) 688-5525
- Return prepared by
- CLARK NUBER PS
Mission
THE PURPOSE OF OVERLAKE HOSPITAL FOUNDATION IS TO ADVANCE AND IMPROVE MEDICAL AND HEALTH CARE EXCELLENCE BY PROVIDING FUNDRAISING AND OTHER SUPPORT TO OVERLAKE MEDICAL CENTER & CLINICS FOR NEW FACILITIES, MODERN EQUIPMENT AND COMPREHENSIVE SERVICES AND PROGRAMS.
Program accomplishments
- OVERLAKE HOSPITAL FOUNDATION RAISED $12,145,493 IN CONTRIBUTIONS AND PLEDGES FROM DONORS. THE FOUNDATION PROVIDED $9,145,780 OF FINANCIAL SUPPORT TO OVERLAKE MEDICAL CENTER & CLINICS FOR NEW FACILITIES, MODERN EQUIPMENT AND COMPREHENSIVE SERVICES AND PROGRAMS. THE DIFFERENCE BETWEEN CONTRIBUTION REVENUE AND THE SUPPORT PROVIDED TO OVERLAKE HOSPITAL IS DUE TO THE TIMING OF PLEDGE PAYMENTS.Expenses $9,145,780 · grants $9,145,780
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
- 91-1050325
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $27,566,438
- Income (IRS master file)
- $17,669,029
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,358,053 | $11,305,866 | $27,566,438 | IRS |
| 990 | June 2024 | $13,263,561 | $13,212,653 | $22,698,949 | IRS |
| 990 | June 2023 | $19,185,831 | $20,226,365 | $22,492,373 | XML |
| 990 | June 2022 | $11,666,714 | $11,061,059 | $23,723,897 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 91-1050325).
Questions about OVERLAKE HOSPITAL FOUNDATION
- What is the EIN of OVERLAKE HOSPITAL FOUNDATION?
- The employer identification number (EIN) of OVERLAKE HOSPITAL FOUNDATION is 91-1050325.
- Is OVERLAKE HOSPITAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to OVERLAKE HOSPITAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OVERLAKE HOSPITAL FOUNDATION 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 HOSPITAL FOUNDATION 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 HOSPITAL FOUNDATION 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 HOSPITAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names JONATHAN DUARTE.
- Who are the officers and directors of OVERLAKE HOSPITAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 28 people; 6 received compensation from the organization.
- How much revenue does OVERLAKE HOSPITAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,358,053, expenses of $11,305,866 and total assets of $27,566,438 at year end.
Other nonprofits in BELLEVUE
- OVERLAKE MEDICAL CENTER & CLINICS EIN 91-0652651 · last filed 990 for 2025
- LIFECENTER NORTHWEST EIN 94-3253342 · last filed 990 for 2024
- GLOBAL HEALTH LABS INC EIN 85-1595660 · last filed 990 for 2024
- 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