Skip to content
Nonprofiteer
← OVERLAKE MEDICAL CENTER & CLINICS

Form 990 for tax year 2023

Filed by OVERLAKE MEDICAL CENTER & CLINICS.

Totals

Total revenue
$802,768,233
Total expenses
$827,985,191
Contributions and grants received
$21,054,751
Grants paid
$2,604,090
Program services expenses (Part IX)
$685,999,838
Management and general expenses
$141,985,353
Fundraising expenses
$0
Program service expenses (Part III)
$685,999,838

Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JASON THOMPSON

    CHAIR

    Total calculated
    $0
    Hours/week
    6 + 2 related

  • TOM EVERT

    SECRETARY & TREASURER

    Total calculated
    $0
    Hours/week
    3 + 0.5 related

  • PAULINE BACH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5 + 3.5 related

  • KRISTINA BELFIORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5 + 0.1 related

  • ROBERT CAMPBELL

    TRUSTEE THRU 05/24

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • JORGE CERDA

    TRUSTEE THRU 12/23

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • ANNETTE CLARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TED HERB

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 0.1 related

  • TIFFANY KOENIG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • JAMES LADD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • MARTHA LEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • LINDA MAHAFFEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • UMA RAGHAVAN-THURMAN

    TRUSTEE THRU 05/24

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JULIE SUN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DILIP WAGLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 0.1 related

  • LISA WISSNER-SLIVKA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • JESSIE WOOLLEY-WILSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • J MICHAEL MARSH

    PRESIDENT & CEO

    Total calculated
    $1,305,849
    From this org
    $1,155,990
    From related orgs
    $0
    Other
    $149,859
    Hours/week
    45 + 8 related

    Schedule J breakdown matched by us

    Base
    $979,055
    Bonus
    $65,067
    Other
    $111,868
    Deferred
    $130,474
    Nontaxable benefits
    $19,385
    Filer's total
    $1,305,849

  • ANDREW TOKAR

    CFO THRU 04/24

    Total calculated
    $526,527
    From this org
    $490,217
    From related orgs
    $0
    Other
    $36,310
    Hours/week
    48 + 9 related

    Schedule J breakdown matched by us

    Base
    $456,772
    Bonus
    $30,400
    Other
    $3,045
    Deferred
    $23,100
    Nontaxable benefits
    $13,210
    Filer's total
    $526,527

  • PAUL ISHIZUKA

    INTERIM CFO FROM 03/24

    Total calculated
    $0
    Hours/week
    49 + 1 related

  • KELAN R KOENIG MD

    OMC PHYSICIAN EXECUTIVE

    Total calculated
    $841,073
    From this org
    $758,327
    From related orgs
    $0
    Other
    $82,746
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $505,991
    Bonus
    $34,200
    Other
    $218,136
    Deferred
    $57,298
    Nontaxable benefits
    $25,448
    Filer's total
    $841,073

  • VALERIE CHRUSCIEL

    OC CHIEF OPERATING OFFICER

    Total calculated
    $491,945
    From this org
    $439,343
    From related orgs
    $0
    Other
    $52,602
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $301,559
    Bonus
    $20,467
    Other
    $117,317
    Deferred
    $35,041
    Nontaxable benefits
    $17,561
    Filer's total
    $491,945

  • MICHELLE CURRY

    CHIEF NURSING OFFICER

    Total calculated
    $413,485
    From this org
    $363,768
    From related orgs
    $0
    Other
    $49,717
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $335,925
    Bonus
    $22,267
    Other
    $5,576
    Deferred
    $37,297
    Nontaxable benefits
    $12,420
    Filer's total
    $413,485

  • SCOTT WATERS

    CHIEF INFORMATION OFFICER

    Total calculated
    $405,868
    From this org
    $341,672
    From related orgs
    $0
    Other
    $64,196
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $339,844
    Bonus
    $0
    Other
    $1,828
    Deferred
    $39,480
    Nontaxable benefits
    $24,716
    Filer's total
    $405,868

  • DAVID WINOKUR

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $339,598
    From this org
    $285,720
    From related orgs
    $0
    Other
    $53,878
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $278,953
    Bonus
    $0
    Other
    $6,767
    Deferred
    $29,938
    Nontaxable benefits
    $23,940
    Filer's total
    $339,598

  • DEREK RODRIGUES MD

    CARDIOLOGIST

    Total calculated
    $1,078,219
    From this org
    $1,034,169
    From related orgs
    $0
    Other
    $44,050
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $813,889
    Bonus
    $200,125
    Other
    $20,155
    Deferred
    $23,100
    Nontaxable benefits
    $20,950
    Filer's total
    $1,078,219

  • DAVID W NELSON MD

    CARDIAC SURGEON

    Total calculated
    $1,005,782
    From this org
    $955,217
    From related orgs
    $0
    Other
    $50,565
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $886,102
    Bonus
    $53,673
    Other
    $15,442
    Deferred
    $23,100
    Nontaxable benefits
    $27,465
    Filer's total
    $1,005,782

  • ASIF ALI KHAN MD

    NEUROSURGEON

    Total calculated
    $923,887
    From this org
    $879,177
    From related orgs
    $0
    Other
    $44,710
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $579,602
    Bonus
    $292,716
    Other
    $6,859
    Deferred
    $16,500
    Nontaxable benefits
    $28,210
    Filer's total
    $923,887

  • ROBERT BINFORD MD

    CARDIAC SURGEON

    Total calculated
    $919,470
    From this org
    $868,890
    From related orgs
    $0
    Other
    $50,580
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $799,150
    Bonus
    $53,673
    Other
    $16,067
    Deferred
    $23,100
    Nontaxable benefits
    $27,480
    Filer's total
    $919,470

  • SCOTT LOUIS MD

    CARDIAC SURGEON

    Total calculated
    $906,732
    From this org
    $863,047
    From related orgs
    $0
    Other
    $43,685
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $802,961
    Bonus
    $53,673
    Other
    $6,413
    Deferred
    $16,500
    Nontaxable benefits
    $27,185
    Filer's total
    $906,732

  • JON DUARTE

    FORMER KEY EMPLOYEE

    Total calculated
    $415,327
    From this org
    $362,836
    From related orgs
    $0
    Other
    $52,491
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $338,677
    Bonus
    $22,733
    Other
    $1,426
    Deferred
    $26,915
    Nontaxable benefits
    $25,576
    Filer's total
    $415,327

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
IN 2023, EXECUTIVE INCENTIVES WERE PAID TO J. MICHAEL MARSH, KELAN KOENIG, ANDREW TOKAR, VALERIE CHRUSCIEL, JON DUARTE, AND MICHELLE CURRY. THE INCENTIVES WERE BASED ON MEETING CERTAIN 3 YEAR ORGANIZATIONAL PATIENT QUALITY AND SAFETY GOALS. IN 2023, DEREK RODRIGUES, DAVID NELSON, ASIF KHAN, ROBERT BINFORD, AND SCOTT LOUIS RECEIVED INCENTIVES BASED ON MEETING CERTAIN INDIVIDUAL QUALITY GOALS AND DEREK RODRIGUES AND ASIF KHAN RECEIVED INCENTIVES BASED ON MEETING PRODUCTIVITY GOALS.
PART I, LINE 4B:
J. MICHAEL MARSH PARTICIPATED IN A BENEFIT WITHIN THE EXECUTIVE BENEFIT PLAN CALLED THE CAPITAL ACCUMULATION ACCOUNT. THE CAPITAL ACCUMULATION ACCOUNT IS CLASSIFIED AS A 457(F) PLAN BY THE IRS. THE FOLLOWING AMOUNTS REFLECT 2023 DEFERRALS: J. MICHAEL MARSH ($107,374). THE FOLLOWING AMOUNTS FROM THE CAPITAL ACCUMULATION ACCOUNT WERE PAID IN 2023: J. MICHAEL MARSH ($102,261). THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR FORMS 990. J. MICHAEL MARSH RECEIVED REDEMPTION OF CREDITS IN THE CAPITAL ACCUMULATION ACCOUNT THAT HAD BECOME VESTED. KELAN R. KOENIG, ANDREW J. TOKAR, JON DUARTE, MICHELLE CURRY, VALERIE CHRUSCIEL, SCOTT WATERS, AND DAVID WINOKUR ALL PARTICIPATED IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN BENEFIT. THIS IS A NONQUALIFIED PLAN SPONSORED BY OVERLAKE MEDICAL CENTER & CLINICS. THE FOLLOWING AMOUNTS REFLECT 2023 DEFERRALS: KELAN R. KOENIG ($34,198), JON DUARTE ($17,242), MICHELLE CURRY ($14,196), VALERIE CHRUSCIEL ($11,940), SCOTT WATERS ($16,380), DAVID WINOKUR ($24,360). THE FOLLOWING AMOUNTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WERE PAID IN 2023: KELAN R. KOENIG ($212,832), VALERIE CHRUSCIEL ($108,727).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
23 April 2025
IRS schema version
2023v6.0
Source object
202501269349301685

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.