2026-05-15T15:45:47-05:00 2025-06-30 582487348 APRIO ADVISORY GROUP LLC 3 CENTERPOINTE DR 300 LAKE OSWEGO OR 97035 990 2024-07-01 930461940 NATIONAL UNIVERSITY OF NATURAL MEDICINE NATI 5035522010 49 S PORTER STREET PORTLAND OR 972014848 GERALD BORES VP OF FINANCE 5035522010 2026-05-14 1 1 IAN GELFAND P01709286 5032205900 2026-05-14 2024 2025-03-06 01:10:19Z GERALD BORES 49 S PORTER STREET PORTLAND OR 972014848 20667355 0 X NUNM.EDU X 1956 OR EDUCATIONAL INSTITUTION 9 9 467 0 0 0 2634911 2470239 12479244 14193365 228317 -2208984 262115 1312060 15604587 15766680 398161 1168554 0 0 10844156 11372620 0 0 239766 4633882 5001485 15876199 17542659 -271612 -1775979 15195859 13813272 2146461 2398123 13049398 11415149 X TO ADVANCE EDUCATION, HEALTHCARE AND RESEARCH IN THE ART AND SCIENCE OF NATURAL MEDICINE. PROGRAMMATIC FOCUS ON NATUROPATHIC, CHINESE MEDICINE, NUTRITION, AND RESEARCH. THE UNIVERSITY ALSO OPERATES A TEACHING CLINIC FOCUSED ON NATUROPATHIC, CHINESE MEDICINE AND NUTRITIONAL THERAPIES. 0 0 13375792 1168554 13951062 UNIVERSITY OF NATURAL MEDICINE - AN EDUCATIONAL INSTITUTION TO EDUCATE AND TRAIN PHYSICIANS OF NATURAL MEDICINE. 2352067 1526173 NATURAL CLINIC - A MEDICINAL CLINIC SERVING THE GENERAL PUBLIC USING PHYSICIANS OF NATURAL MEDICINE AND PROVIDING EXPERIENCE TO STUDENTS OF THE COLLEGE. 15727859 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 50 0 1 467 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X JERRY BORES 5035522010 49 S PORTER STREET PORTLAND OR 97201 NOEL SNODGRASS BOARD CHAIR 2.00 X 0 0 0 LEAH HOLLON BOARD VICE CHAIR 2.00 X 0 0 0 RON BREY BOARD TREASURER 2.00 X 0 0 0 MICHAEL J CRONIN BOARD SECRETARY 2.00 X 0 0 0 DANIEL ASSISI BOARD DIRECTOR 2.00 X 0 0 0 JOHN FAUBION BOARD DIRECTOR 2.00 X 0 0 0 TREVOR CATES BOARD DIRECTOR 2.00 X 0 0 0 SONJA FUNG BOARD DIRECTOR 2.00 X 0 0 0 MOLLY HUFFMAN BOARD DIRECTOR 2.00 X 0 0 0 MELANIE HENRIKSEN PRESIDENT 40.00 X 271085 0 8516 HEATHER ZWICKEY VP RESEARCH & ACADEMICS 40.00 X 239205 0 17990 CARRIE BALDWIN-SAYRE VP ADVANCEMENT & COMMUNICATIONS 40.00 X 100122 0 8516 IRIS SOBOTTKE CHIEF OPERATIONS OFFICER 40.00 X 72845 0 8516 DEE SAUNDERS VP CLINICAL EDUCATION 40.00 X 142529 0 8500 GERALD BORES VP FINANCE 40.00 X 198617 0 17924 ANDREW ERLANDSEN DEAN OF GRAD & UNDERGRAD STUDIES 40.00 X 152151 0 0 ANNA PETERSON FACULTY 40.00 X 127443 0 8499 RICHARD BARRETT FACULTY 40.00 X 127056 0 8499 EMMA NEIWORTH PETSHOW FACULTY 40.00 X 121667 0 8499 KIMBERLY WINDSTAR-HAMLIN BOARD DIRECTOR 40.00 X 111783 0 0 ANTHONY SABIA DIRECTOR OF FINANCE (FORMER) 40.00 X 0 0 0 RYAN BRADLEY DIRECTOR OF RESEARCH (FORMER) 40.00 X 198977 0 10762 1863480 0 106221 16 1 1 0 0 X 1774935 695304 36648 2470239 TUITION AND FEES 611600 12667192 12667192 CLINIC 621400 1526173 1526173 14193365 500481 500481 11265 0 11265 11265 11265 2118246 4827711 -2709465 -2709465 -2709465 89889 72964 16925 16925 EMPLOYEE RETENTION CREDIT PROCEED 900099 1214124 1214124 TRANSPORTATION INCOME 900099 58504 58504 MISCELLANEOUS 900099 11242 11242 1283870 15766680 15477235 0 -2180794 1168554 1168554 1139548 190678 799289 149581 8559045 8500383 58662 115241 111253 3988 630945 566473 64472 927841 835292 80221 12328 900586 846571 25023 28992 57073 54344 2729 427010 399357 22267 5386 1937344 297045 1639639 660 90925 83022 4604 3299 122758 27556 95202 293735 210243 83492 TAXES AND LICENSES 444804 306607 133654 4543 OPERATING SUPPLIES 299489 191223 108266 EVENTS 184382 70227 108807 5348 CLINIC OPERATIONS 146595 146595 96784 1722436 -1652552 26900 17542659 15727859 1575034 239766 2554764 4319004 341157 479920 64374 51289 212790 275362 4664882 2593975 6778084 2070907 4388443 5450003 856247 1166787 15195859 13813272 869149 941227 412019 273058 865293 1183838 2146461 2398123 X 10742524 9152202 2306874 2262947 13049398 11415149 15195859 13813272 -1775979 141730 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1605219 909 187591 112351 1681368 1516470 375 150160 61786 1605219 1548465 922 66989 99906 1516470 1747094 490 -94817 104302 1548465 1457610 101854 288059 100429 1747094 0 0 1143500 1143500 1879934 1170526 709408 1641448 1423449 217999 2070907 OPERATING LEASE RIGHT-OF-USE ASSETS 1166787 1166787 OPERATING LEASE LIABILITIES 1183838 1183838 X 14812820 141730 72964 214694 14598126 1168554 1168554 15766680 16447069 72964 72964 16374105 1168554 1168554 17542659 PART V, LINE 4: THE ENDOWMENT HELPS SUPPORT THE UNIVERSITY'S EXEMPT PURPOSE. PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE UNIVERSITY HAS TAKEN ANY UNCERTAIN TAX POSITIONS; ACCORDINGLY, AN ESTIMATED LIABILITY FOR UNCERTAIN TAX POSITIONS HAS NOT BEEN ESTABLISHED. ANY INTEREST OR PENALTIES ASSOCIATED WITH ANY OF THE UNIVERSITY'S TAX POSITIONS WOULD BE INCLUDED AS A COMPONENT OF INSTITUTIONAL SUPPORT EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 72,964. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE 1,168,554. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF GOODS SOLD 72,964. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE 1,168,554. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS PUBLISHED YEARLY IN A NEWSPAPER OF GENERAL CIRCULATION THAT SERVES ALL RACIAL SEGMENTS OF THE COMMUNITY. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY PARTICIPATES IN STUDENT FINANCIAL ASSISTANCE PROGRAMS SPONSORED BY THE US DEPARTMENT OF EDUCATION. 1 SCHOLARSHIPS 126 1168554 PART I, LINE 2: SCHOLARSHIP RECIPIENTS MUST MEET REQUIREMENTS ESTABLISHED BY A COMMITTEE OF THE COLLEGE. X X X X X 0 0 0 0 0 0 0 0 0 MELANIE HENRIKSEN PRESIDENT 271085 0 0 0 0 0 0 0 8516 0 279601 0 0 0 HEATHER ZWICKEY VP RESEARCH & ACADEMICS 239205 0 0 0 0 0 0 0 17990 0 257195 0 0 0 GERALD BORES VP FINANCE 198617 0 0 0 0 0 0 0 17924 0 216541 0 0 0 RYAN BRADLEY DIRECTOR OF RESEARCH (FORMER) 198977 0 0 0 0 0 0 0 10762 0 209739 0 0 0 ANDREW ERLANDSEN DEAN OF GRAD & UNDERGRAD STUDIES 152151 0 0 0 0 0 0 0 0 0 152151 0 0 0 DEE SAUNDERS VP CLINICAL EDUCATION 142529 0 0 0 0 0 0 0 8500 0 151029 0 0 0 ANTHONY SABIA DIRECTOR OF FINANCE (FORMER) 0 0 0 0 0 0 0 0 0 0 0 0 X 16 36648 WHOLESALE VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY MANAGEMENT AND MADE AVAILABLE FOR THE BOARD FOR INSPECTION BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE A FORM EVERY YEAR AND IT IS REVIEWED BY THE EXECUTIVE COMMITTEE. THE FORMS ARE KEPT ON FILE IN THE PRESIDENT'S OFFICE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CREATED A SEPARATE COMPENSATION COMMITTEE TO ADVISE ON THE PRESIDENT'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VIII, LINE 11A: DURING THE YEAR ENDED JUNE 30, 2024, THE UNIVERSITY DETERMINED IT MAY BE ELIGIBLE FOR EMPLOYEE RETENTION CREDIT (ERC) AMOUNTS BASED ON A PARTIAL SUSPENSION OF OPERATIONS THAT OCCURRED IN THE YEAR ENDED JUNE 30, 2021. HOWEVER, DUE TO UNCERTAINTY SURROUNDING THE INTERPRETATION AND ENFORCEMENT OF THE ELIGIBILITY CRITERIA, THE UNIVERSITY CONCLUDED THAT THE CONDITIONS FOR RECOGNITION HAD NOT BEEN SUBSTANTIALLY MET AND DEFERRED RECOGNITION OF ERC REVENUE. DURING THE YEAR ENDED JUNE 30, 2025, THE UNCERTAINTY RELATED TO THE ERC ELIGIBILITY WAS RESOLVED AND THE UNIVERSITY RECEIVED ERC FUNDS TOTALING $1,214,124. BECAUSE THE ELIGIBILITY FOR ERC FUNDS WAS NOT CONSIDERED UNTIL AFTER THE 990 RETURN WAS FILED FOR THE YEAR ENDED JUNE 30, 2021, THE UNIVERSITY DID NOT REDUCE WAGES ON THE 990 RETURN IN THE YEAR THE ERC RELATED WAGES WERE INCURRED. THEREFORE, THE ERC FUNDS ARE BEING REPORTED AS REVENUE IN THE YEAR THE CASH WAS RECEIVED (YEAR ENDED JUNE 30, 2025). THIS APPROACH IS CONSISTENT WITH IRS GUIDANCE PROVIDED IN THE IRS'S FAQS REGARDING ERC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.