Oregon College of Oriental Medicine
Donations deductibleRevenue
$3.4m
year to 30 September 2024
Expenses
$4.5m
year to 30 September 2024
Total assets
$3.3m
$7.1m liabilities
Net assets
Minus $3.8m
assets less liabilities
Directors and trustees
7
7.3 years on average
Staff
168
employees, year to 30 September 2024
Chair observed
≥6 yrs
Travis Kern
Left since last filing
2
29% of the board
Oregon College of Oriental Medicine's network
7 peoplei7 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Travis Kern Chair | Chair | 2018 | 8 yrs |
| Brad Beavers | Trustee | 2018 | 8 yrs |
| Gene Hong MD | Trustee | 2018 | 8 yrs |
| Laura Quinn Bueermann (also filed as Laura Bueermann) | Trustee | 2020 | 6 yrs |
| Margo McGehee-Kelly | Trustee | 2019 | 7 yrs |
| Melissa Geyer | Trustee | 2023 | 3 yrs |
| Michell M HAY | Treasurer | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Amber Appleton | Vice President | 2024 |
| Karen Rasmussen | Former VP Finance, CFO | 2018 |
| Marci Pierce | VP Finance, CFO | since 2018 |
| Philip H Lundberg | President | since 2023 |
| Sherri Green | President/CFO | since 2019 |
| Valerie Hobbs | Vice President | since 2023 |
| William McCrae | Former Interim President | 2019 |
| Yousef Awwad | VP Finance/CFO | 2020 |
Pay and hours
year to 30 September 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Philip H Lundberg | President | 40 | $213k | $2k | |
| Valerie Hobbs | Program Director | 40 | $121k | $3k | |
| Amber Appleton | Vice President | 40 | $101k | $34k | |
| Melissa Geyer | Trustee | 1 | $0 | ||
| Michell M Hay | Treasurer | 1 | $0 | ||
| Gene Hong MD | Trustee | 1 | $0 | ||
| Travis Kern | Chair | 1 | $0 | ||
| Brad Beavers | Trustee | 1 | $0 | ||
| Laura Bueermann | Trustee | 1 | $0 | ||
| Margo McGehee-Kelly | Trustee | 1 | $0 |
About
- Legal name
- Oregon College of Oriental Medicine
- EIN
- 930845182
- Address
- 7642 Sw Capitol Hwy, Portland, OR, 97219-2437
- State
- Oregon
- Mission
- To transform healthcare by educating highly skilled and compassionate practitioners, providing exemplary patient care, and engaging in innovative research within a community of service and healing. (as filed on the Form 990)
- Activity (NTEE)
- B54Z Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 6 (IRS master file code)
- Formed
- 1983
- Principal officer
- Philip Lundberg (as named on the Form 990)
- IRS ruling date
- 1 July 1984
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsTravis Kern
≥8years on the filingsBrad Beavers
≥8years on the filingsGene Hong MD
≥8years on the filingsMichell M HAY
Latest return
year to 30 September 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2024. US dollars, as filed.- Total assets
- $3.3m
- Total liabilities
- $7.1m
- Net assets or fund balances
- Minus $3.8m
- Contributions and grants received
- $172k
- Program service revenue
- $3.2m
- Employees
- 168
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $3.4m | $4.5m | Deficit $1.1m |
As filed on the IRS Form 990. US dollars.