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Nonprofit · EIN 91-0652651

OVERLAKE MEDICAL CENTER & CLINICS

Tax-exempt · BELLEVUE, WA 98004

Financials

$722.1M$767.3M2022$802.8M$828M2023$852M$867.9M2024
Revenue Expenses · by fiscal year end
Financials of OVERLAKE MEDICAL CENTER & CLINICS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$851,950,642$867,877,770-$15,927,128$820,156,444$437,432,929$382,723,515
June 30, 2024990$802,768,233$827,985,191-$25,216,958$946,217,268$445,064,270$501,152,998
June 30, 2023990$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.

NameTitleHours / weekCompensationOther / benefits
J MICHAEL MARSHPRESIDENT & CEO THRU 01/25
Officer
49$1,602,146$151,523
MAHEER GANDHAVADICARDIOLOGIST
Highest-paid employee
40$1,494,897$50,202
ELLIOT MINNEUROSURGEON
Highest-paid employee
40$1,186,627$43,191
DEREK RODRIGUESCARDIOLOGIST
Highest-paid employee
40$1,142,204$48,430
ASIF KHANNEUROSURGEON
Highest-paid employee
40$1,045,680$50,137
DAVID W NELSONCARDIAC SURGEON
Highest-paid employee
40$1,000,218$56,586
KELAN R KOENIGOC PHYSICIAN EXECUTIVE
Key employee
60$775,871$98,382
MICHELLE CURRYCHIEF NURSING OFFICER
Key employee
55$591,558$62,822
SCOTT WATERSCHIEF INFORMATION OFFICER
Key employee
50$545,130$88,228
JONATHAN DUARTEPRESIDENT & CEO FROM 01/25
Officer
55$528,387$65,053
VALERIE CHRUSCIELOC CHIEF OPERATING OFFICER
Key employee
65$462,905$67,861
DAVID J WINOKURCHIEF ADMINISTRATIVE OFFICER
Key employee
50$368,035$66,260
PAUL ISHIZUKAINTERIM CFO FROM 03/24 TO 11/24
Officer
49.5$376,227$19,073
ANDREW TOKARCFO THRU 04/24
Key employee
0$250,838$17,256
CHRISSY YAMADAINTERIM CFO FROM 11/24
Officer
55$49,808$0
18 more people on this return
NameTitleHours / weekCompensation
TOM EVERTCHAIR
Trustee or director, Officer
10$0
ANNETTE CLARKCHAIR ELECT
Trustee or director, Officer
3$0
LISA WISSNER-SLIVKASECRETARY
Trustee or director, Officer
3$0
TIFFANY KOENIGTREASURER
Trustee or director, Officer
2$0
JASON THOMPSONCHAIR THRU 12/24
Trustee or director, Officer
10$0
PAULINE BACHTRUSTEE
Trustee or director
3$0
PATRICIA BEDIENTTRUSTEE
Trustee or director
1.5$0
KRISTINA BELFIORETRUSTEE
Trustee or director
2$0
TED HERBTRUSTEE
Trustee or director
10.5$0
JAMES LADDTRUSTEE THRU 12/24
Trustee or director
3$0
MARTHA LEETRUSTEE THRU 12/24
Trustee or director
2$0
BENJAMIN LIUTRUSTEE
Trustee or director
3$0
LINDA MAHAFFEYTRUSTEE THRU 12/24
Trustee or director
1$0
DENISE MERLETRUSTEE
Trustee or director
3$0
STEVE SCHWARZTRUSTEE
Trustee or director
2$0
JULIE SUNTRUSTEE THRU 12/24
Trustee or director
1$0
DILIP WAGLETRUSTEE
Trustee or director
1$0
JESSIE WOOLLEY-WILSONTRUSTEE THRU 12/24
Trustee or director
2$0
990 for the year ended June 30, 2024: 31 people
NameTitleHours / weekCompensationOther / benefits
J MICHAEL MARSHPRESIDENT & CEO
Officer
45$1,155,990$149,859
DEREK RODRIGUES MDCARDIOLOGIST
Highest-paid employee
40$1,034,169$44,050
DAVID W NELSON MDCARDIAC SURGEON
Highest-paid employee
40$955,217$50,565
ASIF ALI KHAN MDNEUROSURGEON
Highest-paid employee
40$879,177$44,710
ROBERT BINFORD MDCARDIAC SURGEON
Highest-paid employee
40$868,890$50,580
SCOTT LOUIS MDCARDIAC SURGEON
Highest-paid employee
40$863,047$43,685
KELAN R KOENIG MDOMC PHYSICIAN EXECUTIVE
Key employee
60$758,327$82,746
ANDREW TOKARCFO THRU 04/24
Officer
48$490,217$36,310
VALERIE CHRUSCIELOC CHIEF OPERATING OFFICER
Key employee
60$439,343$52,602
JON DUARTEFORMER KEY EMPLOYEE
Former
50$362,836$52,491
MICHELLE CURRYCHIEF NURSING OFFICER
Key employee
50$363,768$49,717
SCOTT WATERSCHIEF INFORMATION OFFICER
Key employee
50$341,672$64,196
DAVID WINOKURCHIEF ADMINISTRATIVE OFFICER
Key employee
50$285,720$53,878
JASON THOMPSONCHAIR
Trustee or director, Officer
6$0$0
TOM EVERTSECRETARY & TREASURER
Trustee or director, Officer
3$0$0
PAULINE BACHTRUSTEE
Trustee or director
1.5$0$0
KRISTINA BELFIORETRUSTEE
Trustee or director
1.5$0$0
ROBERT CAMPBELLTRUSTEE THRU 05/24
Trustee or director
3$0$0
JORGE CERDATRUSTEE THRU 12/23
Trustee or director
1.5$0$0
ANNETTE CLARKTRUSTEE
Trustee or director
2$0$0
TED HERBTRUSTEE
Trustee or director
3$0$0
TIFFANY KOENIGTRUSTEE
Trustee or director
2$0$0
JAMES LADDTRUSTEE
Trustee or director
3$0$0
MARTHA LEETRUSTEE
Trustee or director
2$0$0
LINDA MAHAFFEYTRUSTEE
Trustee or director
2$0$0
UMA RAGHAVAN-THURMANTRUSTEE THRU 05/24
Trustee or director
2$0$0
JULIE SUNTRUSTEE
Trustee or director
1$0$0
DILIP WAGLETRUSTEE
Trustee or director
3$0$0
LISA WISSNER-SLIVKATRUSTEE
Trustee or director
2$0$0
JESSIE WOOLLEY-WILSONTRUSTEE
Trustee or director
2$0$0
PAUL ISHIZUKAINTERIM CFO FROM 03/24
Officer
49$0$0
990 for the year ended June 30, 2023: 30 people
NameTitleHours / weekCompensationOther / benefits
J MICHAEL MARSHPRESIDENT & CEO
Officer
45$1,462,825$144,346
ASIF ALI KHAN MDNEUROLOGIST
Highest-paid employee
40$1,026,931$42,117
DEREK RODRIGUES MDCARDIOLOGIST
Highest-paid employee
40$981,443$45,049
DAVID W NELSON MDCARDIAC SURGEON
Highest-paid employee
40$926,864$47,567
THOMAS A DEBORDCOO THRU 11/22
Officer
50$797,792$88,105
ROBERT BINFORD MDCARDIAC SURGEON
Highest-paid employee
40$838,087$45,849
ROBERT RHO MDCARDIOLOGIST
Highest-paid employee
40$843,825$35,305
KELAN R KOENIG MDOMC PHYSICIAN EXECUTIVE
Key employee
55$703,679$97,273
ANDREW J TOKARCFO
Officer
50$591,433$72,826
JON DUARTECHIEF STRATEGY OFFICER
Officer
50$430,248$54,393
MICHELLE CURRYCHIEF NURSING OFFICER
Key employee
40$427,843$55,452
VALERIE CHRUSCIELOMC CHIEF OPERATING OFFICER
Key employee
40$418,513$57,343
DAVID J WINOKURCHIEF ADMINISTRATIVE OFFICER
Officer
40$256,288$33,205
JASON THOMPSONCHAIR
Trustee or director, Officer
6$0$0
TOM EVERTSECRETARY & TREASURER
Trustee or director, Officer
2$0$0
ROBERT CAMPBELLIMMEDIATE PAST CHAIR
Trustee or director, Officer
4$0$0
PAULINE BACHTRUSTEE
Trustee or director
3$0$0
KRISTINA BELFIORETRUSTEE
Trustee or director
2$0$0
JORGE CERDATRUSTEE
Trustee or director
3$0$0
ANNETTE CLARKTRUSTEE
Trustee or director
2$0$0
TED HERBTRUSTEE
Trustee or director
2$0$0
TIFFANY KOENIGTRUSTEE
Trustee or director
1.5$0$0
JIM LADDTRUSTEE
Trustee or director
3$0$0
MARTHA LEETRUSTEE
Trustee or director
3$0$0
LINDA MAHAFFEYTRUSTEE
Trustee or director
1.5$0$0
UMA RAGHAVANTRUSTEE
Trustee or director
4$0$0
LISA WISSNER-SLIVKATRUSTEE
Trustee or director
5$0$0
JULIE SUNFOUNDATION REP
Trustee or director
2$0$0
DILIP WAGLETRUSTEE
Trustee or director
2$0$0
JESSIE WOOLLEY-WILSONTRUSTEE
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
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.

990 for the year ended June 30, 2025

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 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

FormYear endedRevenueExpensesAssetsReturn
990June 2025$851,950,642$867,877,770$820,156,444IRS
990-TJune 2025–––IRS
990June 2024$802,768,233$827,985,191$946,217,268IRS
990-TJune 2024–––IRS
990June 2023$722,143,602$767,321,087$933,613,010XML
990-TJune 2023–––IRS
990June 2022$702,791,082$714,031,598$1,021,060,160IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 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.

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