Nonprofit · EIN 91-0814431
OVERLAKE SCHOOL
Tax-exempt · REDMOND, WA 98053
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $53,447,977 | $31,231,331 | $22,216,646 | $143,331,722 | $35,711,625 | $107,620,097 |
| June 30, 2024 | 990 | $29,735,852 | $27,957,084 | $1,778,768 | $109,877,262 | $25,548,619 | $84,328,643 |
| June 30, 2023 | 990 | $31,617,641 | $27,505,240 | $4,112,401 | $106,039,801 | $26,158,651 | $79,881,150 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,109,211
- Program service revenue
- $28,052,687
- Investment income
- $2,286,079
- Net gain from sales of assets
- $566,579
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,993,626
- Compensation of officers, directors and key employees
- $1,269,421
- Other salaries and wages
- $14,173,560
- Salaries, compensation and benefits (total)
- $19,046,436
- Professional fundraising fees
- $0
- Legal fees
- $90,323
- Accounting fees
- $80,325
- Occupancy
- $1,785,365
- Travel
- $498,305
- Depreciation
- $2,412,853
- Program services (functional)
- $23,295,109
- Management and general (functional)
- $7,183,989
- Fundraising (functional)
- $752,233
Balance sheet and other
- Total assets, start of year
- $109,877,262
- Total assets, end of year
- $143,331,722
- Total liabilities, end of year
- $35,711,625
- Net assets, end of year
- $107,620,097
- Land, buildings and equipment
- $66,166,027
- Publicly traded securities
- $47,683,273
- Net assets without donor restrictions
- $78,041,855
- Net assets with donor restrictions
- $29,578,242
- Gross receipts
- $54,705,208
- Employees
- 257
- Volunteers
- 220
- Year formed
- 1967
- 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 |
|---|---|---|---|---|
| GRETCHEN WARNER | HEAD OF SCHOOL Key employee | 40 | $245,421 | $112,290 |
| ERIC TEMPLE | FORMER KEY EMPLOYEE Former | 40 | $239,240 | $113,908 |
| WARREN GILLES | BUSINESS MANAGER Key employee | 40 | $267,876 | $50,023 |
| BRISEN BRADY | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $189,542 | $80,488 |
| MIKE DAVIDSON | MIDDLE SCHOOL HEAD Highest-paid employee | 40 | $166,199 | $82,357 |
| SUSAN MESSIER | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $153,439 | $60,291 |
| MARSHALL MCCURTIES | UPPER SCHOOL HEAD Highest-paid employee | 40 | $167,211 | $21,071 |
| FLAVIA VIDAL DIRECTOR OF | TEACHING AND LEARNING (THRU 06/25) Highest-paid employee | 40 | $164,493 | $21,039 |
| JULI RASMUSSEN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| PRIENCA PUNHANI | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LINDSAY-RAE MCINTYRE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL BEE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| HAFSA AZAZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VIKRAM BAKHSHI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREGORY BAMFORD | TRUSTEE Trustee or director | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE BERRY | TRUSTEE Trustee or director | 1 | $0 |
| VIRGIL BRETZ | TRUSTEE Trustee or director | 1 | $0 |
| DEE DEE DAHLEN | TRUSTEE Trustee or director | 1 | $0 |
| ANDREA DANCS | TRUSTEE Trustee or director | 1 | $0 |
| MILEN GALA | TRUSTEE Trustee or director | 1 | $0 |
| GAVIN GAUDETTE | TRUSTEE Trustee or director | 1 | $0 |
| RASHMI GUPTA | TRUSTEE Trustee or director | 1 | $0 |
| BOB HO | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH HUANG | TRUSTEE Trustee or director | 1 | $0 |
| JUSTIN MARKS | TRUSTEE Trustee or director | 1 | $0 |
| MONICA REILLY | TRUSTEE Trustee or director | 1 | $0 |
| MOHAMMED SAMJI | TRUSTEE Trustee or director | 1 | $0 |
| SARA WOMACK | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WARREN GILLES | BUSINESS MANAGER Key employee | 40 | $345,532 | $32,909 |
| ERIC TEMPLE | INTERIM HEAD OF SCHOOL (THRU 06/24) Key employee | 40 | $236,832 | $96,991 |
| MATTHEW HORVAT - HEAD OF | SCHOOL & FORMER KEY EMPLOYEE Former | 40 | $177,236 | $107,120 |
| BRISEN BRADY | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $192,804 | $74,727 |
| SUSAN MESSIER | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $165,897 | $57,957 |
| MIKE DAVIDSON | MIDDLE SCHOOL HEAD Highest-paid employee | 40 | $165,663 | $54,347 |
| FLAVIA VIDAL | DIRECTOR OF TEACHING AND LEARNING Highest-paid employee | 40 | $150,150 | $19,572 |
| LYNN ROBERSON | TEACHER Highest-paid employee | 50 | $145,333 | $17,239 |
| MAURICE CARSON | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| PRIENCA PUNHANI | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JULI RASMUSSEN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL BEE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| HAFSA AZAZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VIKRAM BAKHSHI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG BAMFORD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREA DANCS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEE DEE DAHLEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MILEN GALA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOB HO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH HUANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LUCY HUR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EDWARED IM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JUSTIN MARKS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDSAY-RAE MCINTYRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PRISCILLA PARIS-AUSTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MONICA REILLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MOHAMMED SAMJI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SARA WOMACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MATTHEW HORVAT | HEAD OF SCHOOL Officer | 40 | $346,722 | $199,790 |
| WARREN GILLES | BUSINESS MANAGER Officer | 40 | $249,402 | $45,578 |
| GERALD BUHALY | UPPER SCHOOL HEAD Highest-paid employee | 40 | $181,443 | $33,798 |
| BRISEN BRADY | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $179,732 | $31,656 |
| MIKE DAVIDSON | MIDDLE SCHOOL HEAD Highest-paid employee | 40 | $154,975 | $52,614 |
| SUSAN MESSIER | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $155,955 | $50,734 |
| JAY HEATH | DIRECTOR OF TECHNOLOGY Highest-paid employee | 40 | $136,210 | $24,452 |
| MAURICE CARSON | PRESIDENT (AS OF 06/23) Trustee or director, Officer | 2 | $0 | $0 |
| PRIENCA PUNHANI | VICE PRESIDENT (AS OF 06/23) Trustee or director, Officer | 2 | $0 | $0 |
| JULI RASMUSSEN | SECRETARY (AS OF 06/23) Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL BEE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LAURA HAMILL | PRESIDENT (THRU 06/23) Trustee or director, Officer | 0 | $0 | $0 |
| VICTOR CASALINO | VICE PRESIDENT (THRU 06/23) Trustee or director, Officer | 0 | $0 | $0 |
| KATHARINE BARRETT | SECRETARY (THRU 06/23) Trustee or director, Officer | 0 | $0 | $0 |
| HAFSA AZAZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VIKRAM BAKHSHI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG BAMFORD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREA DANCS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEE DEE DAHLEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOB HO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHUANG HOU | TRUSTEE (THRU 06/23) Trustee or director | 1 | $0 | $0 |
| ELIZABETH HUANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LUCY HUR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EDWARED IM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JUSTIN MARKS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GWEN MEHRA | TRUSTEE (THRU 06/23) Trustee or director | 1 | $0 | $0 |
| PRISCILLA PARIS-AUSTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS PETERSON | TRUSTEE (THRU 06/23) Trustee or director | 1 | $0 | $0 |
| MOHAMMED SAMJI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAIME TEEVAN | TRUSTEE (THRU 06/23) Trustee or director | 1 | $0 | $0 |
| TANYA VAIL | TRUSTEE (THRU 06/23) Trustee or director | 1 | $0 | $0 |
| SARA WOMACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20301 NE 108TH ST, REDMOND, WA 98053-7437
- Principal officer (990 for 2024)
- GRETCHEN WARNER, 20301 NE 108TH ST, REDMOND, WA 980537499
- Signed the 990
- CHERONNE WONG, CFO
- Phone
- (425) 868-1000
- Website
- WWW.OVERLAKE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE OVERLAKE SCHOOL CHAMPIONS STUDENTS AND THEIR VAST POTENTIAL THROUGH ENGAGING EDUCATIONAL EXPERIENCES IN A DIVERSE AND INCLUSIVE COMMUNITY. STUDENTS ARE VALUED AS MULTIFACETED INDIVIDUALS AND GRADUATE WITH A PASSION FOR LEARNING, READY FOR ANY PATH THAT CONTRIBUTES TO A BETTER WORLD.
Program accomplishments
- THE OVERLAKE SCHOOL IS AN INDEPENDENT COEDUCATIONAL SUBURBAN DAYSCHOOL, OFFERING A RIGOROUS COLLEGE PREPARATORY PROGRAM IN THE LIBERAL ARTS TRADITION FOR STUDENTS IN GRADES 5 THROUGH 12. THE SCHOOL'S GOAL IS TO PREPARE A DIVERSE STUDENT BODY FOR ADMISSION TO COLLEGES AND UNIVERSITIES AROUND THE COUNTRY AND FOR A LIFETIME OF ONGOING LEARNING AND SUCCESS. DURING THE 2024-2025 SCHOOL YEAR, APPROXIMATELY 557 STUDENTS ATTEND THE OVERLAKE SCHOOL.Expenses $23,295,109 · grants $1,993,626 · revenue $28,052,687
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
- 91-0814431
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $143,331,722
- Income (IRS master file)
- $54,705,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $53,447,977 | $31,231,331 | $143,331,722 | IRS |
| 990 | June 2024 | $29,735,852 | $27,957,084 | $109,877,262 | IRS |
| 990 | June 2023 | $31,617,641 | $27,505,240 | $106,039,801 | XML |
| 990 | June 2022 | $25,730,049 | $24,117,264 | $103,799,708 | IRS |
| 990 | 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 91-0814431).
Questions about OVERLAKE SCHOOL
- What is the EIN of OVERLAKE SCHOOL?
- The employer identification number (EIN) of OVERLAKE SCHOOL is 91-0814431.
- Is OVERLAKE SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to OVERLAKE SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OVERLAKE SCHOOL 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 SCHOOL 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 SCHOOL 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 SCHOOL?
- The 990 for the year ended June 30, 2025 names GRETCHEN WARNER.
- Who are the officers and directors of OVERLAKE SCHOOL?
- The 990 for the year ended June 30, 2025 lists 28 people; 8 received compensation from the organization, the highest $245,421 (GRETCHEN WARNER, HEAD OF SCHOOL).
- How much revenue does OVERLAKE SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $53,447,977, expenses of $31,231,331 and total assets of $143,331,722 at year end.
Other nonprofits in REDMOND
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