ASSOCIATION OF ENGINEERING EMPLOYEES OF OREGON (EIN 237001367) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

BRIAN MCBETH

Phone

8339466749

Tax Period

2024-07-01 to 2025-06-30

ASSOCIATION OF ENGINEERING EMPLOYEES OF OREGON, founded in 1948, is a small nonprofit that reported $453K in total revenue in fiscal year 2024. The organization ran a surplus of $94K, a strong 21% operating margin.

Mission

AEE REPRESENTS OVER 1,000 ENGINEERING AND TECHNICAL EMPLOYEES WORKING FOR THE OREGON DEPARTMENT OF TRANSPORTATION, OREGON PARKS AND RECREATION DEPARTMENT, AND THE OREGON STATE DEPARTMENT OF FORESTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $406,863

Program Service Revenue $0

Investment Income $33,761

Other Revenue $12,706

TOTAL REVENUE $453,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,258

Fundraising Expenses $0

Other Expenses $321,795

TOTAL EXPENSES $359,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$453,330	$430,793	+0.1%
Expenses	$359,053	$337,607	+0.1%
Net Income	$94,277	$93,186	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CESAR LOPEZ	DIRECTOR AT LARGE	5.00	Officer Director	$0	$0	$0
BRIAN MCBETH	PRESIDENT	5.00	Officer Director	$0	$0	$0
KAREN SCOTT	FIRST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT BAGWELL	SECRETARY-TREASURER	5.00	Officer Director	$0	$0	$0
DEAN CHESS	SECOND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ZACHARY HOROWITZ	MILL CREEK DIRECTOR	5.00	Director	$0	$0	$0
SHAWN RAPP	HQ DIRECTOR	5.00	Director	$0	$0	$0
JEFFREY HAYES	REGION 1 DIRECTOR	5.00	Director	$0	$0	$0
ADAM ROSE	REGION 2 DIRECTOR	5.00	Director	$0	$0	$0
JULEE SCRUGGS	REGION 3 DIRECTOR	5.00	Director	$0	$0	$0
BRIAN MCNAMARA	REGION 4 DIRECTOR	5.00	Director	$0	$0	$0
LISA HAYES	REGION 5 DIRECTOR	5.00	Director	$0	$0	$0
WESLEY NICKERMAN	ASST. DIRECTOR HQ	5.00	Director	$0	$0	$0
ALEX BETTINARDI	ASST. MILL CREEK DIRECTOR	5.00	Director	$0	$0	$0
BRET ELITHORP	ASST. DIRECTOR REGION 5	5.00	Director	$0	$0	$0
JESSICA PIRES	FORESTRY DIRECTOR	5.00	Director	$0	$0	$0
CHRIS DAVIS	AEE TECHNICAL SUPPORT	5.00	Director	$0	$0	$0
TIRZAH COX	AEE PROGRAM COORDINATOR	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$453,330	$359,053	$1,697,134	$94,277
2024	$430,793	$337,607	$1,602,857	$93,186
2023	$473,549	$314,474	$1,509,671	$159,075
2022	$457,668	$341,372	$1,350,596	$116,296
2021	$470,069	$322,889	$1,234,300	$147,180
2018	$556,964	$430,119	$873,825	$126,845

ASSOCIATION OF ENGINEERING EMPLOYEES OF OREGON