SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
The Overlake School
Redmond, WA · Independent K-12NAIS MEMBER
THE READ · FREE SUMMARY
The Overlake School looks durable. The school holds 3.0 years of operating cushion: deep institutional balance. Revenue is 86% tuition-dependent (peer median 82%), concentrated but in line with most independent day schools. Staff compensation runs 63% of expenses, generous relative to peers. Expenses are outpacing revenue 9.0% vs 5.2% per year over three years, signaling margin compression worth flagging. NACUBO Composite Financial Index: 6.5 / 10, strong.
The Overlake School holds 3.0 years of operating expense in net assets — a deeper reserve position than most independent day schools carry. Less exposed than peers to a one-year admissions shock.
The Overlake School reported $29.7M in revenue against $28.0M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $84.3M — about 3.02x annual operating expense.
Operating margin landed at 6.0%, with 85.8% of revenue coming from tuition. Among same-size peers, that puts The Overlake School at the p53 on operating margin.
$29.7M
REVENUE FY2023
6.0%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
Subscribe to see the full report.
Ten panels on The Overlake School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
ANNUAL SUBSCRIPTION · CANCEL ANYTIME · 99 FOUNDING SPOTS LEFT
WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, The Overlake School ranks 14th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
The full school report
Ten panels. One school. A year of access.
$250 a year — or $100 the first year for the founding 100.
ANNUAL SUBSCRIPTION · $100 FIRST YEAR FOR FOUNDING MEMBERS · CANCEL ANYTIME · 99 FOUNDING SPOTS LEFT