THE OVERLAKE SCHOOL Charity Report

Public IRS 990 nonprofit record

THE OVERLAKE SCHOOL

EIN 91-0814431 · Education (B250)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $74.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

43.58%of revenue went to mission work74.6% of expenses · Program services

1.41%of revenue went to fundraising2.4% of expenses

$58.43spent for every $100 of revenueRevenue covered expenses this year.

13.44%of revenue went to management and office costs23.0% of expenses

$4.59in assets for every $1 spent this yearSome assets cannot be spent right away.

43.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $357,711 for GRETCHEN WARNER (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$53,447,977

Mission workProgram services$23,295,10943.58% of revenue74.6% of expenses

ManagementOffice and general costs$7,183,98913.44% of revenue23.0% of expenses

FundraisingAsking for donations$752,2331.41% of revenue2.4% of expenses

Revenue left after expensesReported annual surplus$22,216,64641.57% of revenueShown in gray on the chart

Total expenses$31,231,33158.43% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 74.6% mission · 23.0% management · 2.4% fundraisingTotal expenses: 58.43% of revenue

2023Expense mix: 76.6% mission · 20.1% management · 3.3% fundraisingTotal expenses: 94.02% of revenue

2022Expense mix: 76.9% mission · 20.4% management · 2.7% fundraisingTotal expenses: 86.99% of revenue

2021Expense mix: 76.2% mission · 21.3% management · 2.5% fundraisingTotal expenses: 93.73% of revenue

2020Expense mix: 73.6% mission · 23.5% management · 3.0% fundraisingTotal expenses: 84.63% of revenue

2019Expense mix: 75.0% mission · 22.7% management · 2.3% fundraisingTotal expenses: 75.31% of revenue

2018Expense mix: 75.2% mission · 20.8% management · 3.9% fundraisingTotal expenses: 85.36% of revenue

2017Expense mix: 76.3% mission · 20.7% management · 3.0% fundraisingTotal expenses: 64.39% of revenue

Money in and money out

Revenue$53,447,977

Expenses$31,231,331

Annual surplus $22,216,646 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$23,295,109 · 74.6% of expenses

Management and office costs$7,183,989 · 23.0% of expenses

Fundraising$752,233 · 2.4% of expenses

See all reported dollar amounts

Revenue$53,447,977

Expenses$31,231,331

Assets$143,331,722

Income$54,705,208

Contributions$23,109,211

Mission work (program services)$23,295,109

Fundraising$752,233

Management and general$7,183,989

Executive compensation (total)$765,048

Stocks and bonds$47,683,273

Accounting fees$80,325

Investing fees$126,329

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

GRETCHEN WARNERHEAD OF SCHOOL · 40 hrs/week $357,711Base $245,421 · Other $112,290

ERIC TEMPLEFORMER KEY EMPLOYEE · 40 hrs/week $353,148Base $239,240 · Other $113,908

WARREN GILLESBUSINESS MANAGER · 40 hrs/week $317,899Base $267,876 · Other $50,023

BRISEN BRADYDIRECTOR OF DEVELOPMENT · 40 hrs/week $270,030Base $189,542 · Other $80,488

MIKE DAVIDSONMIDDLE SCHOOL HEAD · 40 hrs/week $248,556Base $166,199 · Other $82,357

SUSAN MESSIERDIRECTOR OF COMMUNICATIONS · 40 hrs/week $213,730Base $153,439 · Other $60,291

MARSHALL MCCURTIESUPPER SCHOOL HEAD · 40 hrs/week $188,282Base $167,211 · Other $21,071

FLAVIA VIDAL DIRECTOR OFTEACHING AND LEARNING (THRU 06/25) · 40 hrs/week $185,532Base $164,493 · Other $21,039

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

GRETCHEN WARNERHEAD OF SCHOOL

ERIC TEMPLEFORMER KEY EMPLOYEE

WARREN GILLESBUSINESS MANAGER

BRISEN BRADYDIRECTOR OF DEVELOPMENT

MIKE DAVIDSONMIDDLE SCHOOL HEAD

SUSAN MESSIERDIRECTOR OF COMMUNICATIONS

MARSHALL MCCURTIESUPPER SCHOOL HEAD

FLAVIA VIDAL DIRECTOR OFTEACHING AND LEARNING (THRU 06/25)

VIKRAM BAKHSHITRUSTEE

SARA WOMACKTRUSTEE

VIRGIL BRETZTRUSTEE

RASHMI GUPTATRUSTEE

PRIENCA PUNHANIVICE PRESIDENT

MONICA REILLYTRUSTEE

MOHAMMED SAMJITRUSTEE

MILEN GALATRUSTEE

LINDSAY-RAE MCINTYRESECRETARY

MICHAEL BEETREASURER

ANDREA DANCSTRUSTEE

KATHERINE BERRYTRUSTEE

JUSTIN MARKSTRUSTEE

JULI RASMUSSENPRESIDENT

HAFSA AZAZTRUSTEE

GREGORY BAMFORDTRUSTEE

GAVIN GAUDETTETRUSTEE

ELIZABETH HUANGTRUSTEE

DEE DEE DAHLENTRUSTEE

BOB HOTRUSTEE

About this charity

Recognized since: January 1966
Location: 20301 NE 108TH ST, REDMOND, WA 98053-7437
County: King
In care of: CHERONNE WONG
Primary officer: CHERONNE WONG, CFO

How to reach them

WebsiteVisit the charity’s website Emailquestions@overlake.org Phone(425) 868-1000 Officer phone(425) 602-7053

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Education (B250)
IRS tax category: Elementary and Secondary Schools

THE OVERLAKE SCHOOL

THE OVERLAKE SCHOOL

What they do

Should I give to this charity?

Basic facts we verified

Money made simple

Ask these three easy questions

Financial picture

How each $100 of revenue was used

Has the pattern changed?

Money in and money out

Reported spending amounts

Leadership and board

People reported as paid

About this charity

How to reach them

Filing and classification

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