STRATEGY STUDIO / PUBLIC DATA EXPLORER

ASSOCIATION OF ENGINEERING EMPLOYEES OF OREGON: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION OF ENGINEERING EMPLOYEES OF OREGON (EIN 23-7001367)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-12-06
IRS object ID
202303409349301170
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-12-06T18:47:49-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931657017PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORROW CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3406AddressLine1Txt
CitySALEMCityNm
State AbbreviationORStateAbbreviationCd
ZIP973020406ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237001367EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF ENGINEERING EMPLOYEES OFBusinessNameLine1Txt
Business Name Line2OREGONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone5035856340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1960 BROADWAY ST NE STE 4AddressLine1Txt
CitySALEMCityNm
State AbbreviationORStateAbbreviationCd
ZIP973011275ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN KLUGPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone5035856340PhoneNum
Signature2023-12-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARTINPersonFirstNm
Person LastKLUGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHANNA ELLIS CPAPreparerPersonNm
PTINP01792216PTIN
Phone5039247408PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCESAR LOPEZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1960 BROADWAY ST NE STE 4AddressLine1Txt
CitySALEMCityNm
State AbbreviationORStateAbbreviationCd
ZIP973011275ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$473,549GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AEEO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1948FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionAEE 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.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$456,146PYContributionsGrantsAmt
CY Contributions Grants$466,020CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,522PYInvestmentIncomeAmt
CY Investment Income$4,729CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$2,800CYOtherRevenueAmt
PY Total Revenue$457,668PYTotalRevenueAmt
CY Total Revenue$473,549CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$341,372PYOtherExpensesAmt
CY Other Expenses$314,474CYOtherExpensesAmt
PY Total Expenses$341,372PYTotalExpensesAmt
CY Total Expenses$314,474CYTotalExpensesAmt
PY Revenues Less Expenses$116,296PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$159,075CYRevenuesLessExpensesAmt
Total Assets BOY$1,350,596TotalAssetsBOYAmt
Total Assets EOY$1,509,671TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,350,596NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,509,671NetAssetsOrFundBalancesEOYAmt
MissionOUR MISSION IS TO ENHANCE THE FUTURE OF ALL OF OUR MEMBERS, AT WORK AND INTO RETIREMENT. WE PLEDGE TO BRING A STRONG UNITED VOICE TO COLLECTIVE BARGAINING AND TO UPHOLD THE GOOD FAITH OF THE COLLECTIVE BARGAINING AGREEMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE COLLECTIVE BARGAINING, CONTRACT INTERPRETATION SERVICES, AND MEMBERS REPRESENTATION SERVICE TO OVER 1000 STATE EMPLOYEES. 760 EMPLOYEES ARE UTILIZING THIS AND ARE DUE PAYING MEMBERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTO PRODUCE A PERIODIC INFORMATIONAL NEWSLETTER TO PROVIDE INFORMATION TO MEMBERS.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACCURACCOUNTS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5033907229PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12150 COMMERCIAL ST STE 200AddressLine1Txt
CitySALEMCityNm
State AbbreviationORStateAbbreviationCd
ZIP97302ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CESAR LOPEZ
PRESIDENT-AT-LARGE15.00Yes (X)Yes (X)$0$0$0
BRIAN MCBETH
PRESIDENT15.00Yes (X)Yes (X)$0$0$0
KAREN SCOTT
FIRST VICE PRESIDENT15.00Yes (X)Yes (X)$0$0$0
LEROY DWIRE
ODF DIRECTOR10.00Yes (X)$0$0$0
MARTIN KLUG
SECRETARY-TREASURER15.00Yes (X)Yes (X)$0$0$0
ZACHARY HOROWITZ
MILL CREEK DIRECTOR10.00Yes (X)$0$0$0
JEFFREY HAYES
REGION 1 DIRECTOR10.00Yes (X)$0$0$0
SHAWN KREIDER
REGION 2 DIRECTOR10.00Yes (X)$0$0$0
WESLEY NICKERMAN
PAST REGION 3 DIRECTOR10.00Yes (X)$0$0$0
SHAWN RAPP
HQ DIRECTOR10.00Yes (X)$0$0$0
BRIAN MCNAMARA
REGION 4 DIRECTOR10.00Yes (X)$0$0$0
CHASE KING
REGION 5 DIRECTOR10.00Yes (X)$0$0$0
BRIAN DAVIS
PAST REGION 1 DIRECTOR10.00Yes (X)$0$0$0
ALEX BETTINARDI
PAST MILL CREEK DIRECTOR10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEDESCO LAW GROUPBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11316 NE BROADWAY ST UNIT AAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTINGServicesDesc
Compensation$228,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$466,020MembershipDuesAmt
Total Contributions$466,020TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,729TotalRevenueColumnAmt
Exclusion$4,729ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUNFAIR LABOR PRACTICEDesc
Business900099BusinessCd
Total Revenue Column$2,800TotalRevenueColumnAmt
Related Or Exempt Func Income$2,800RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,800OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$473,549TotalRevenueColumnAmt
Related Or Exempt Func Income$2,800RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,729ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$228,000TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,935TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,344TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,242TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,391TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,287TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
EMPLOYEE SERVICES AND P$9,953
EQUIPMENT AND SOFTWARE$8,641
PHONE AND FAX$6,340
COLLECTIVE BARGAINING$4,879

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,462TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$314,474TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$761,720BOYAmt
EOY$920,834EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$580,082BOYAmt
EOY$584,330EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$35,744LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,237LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,794BOYAmt
EOY$4,507EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,350,596BOYAmt
EOY$1,509,671EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,350,596BOYAmt
EOY$1,509,671EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,350,596BOYAmt
EOY$1,509,671EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,350,596BOYAmt
EOY$1,509,671EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$159,075ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,744OtherCostOrOtherBasisAmt
Depreciation$31,237DepreciationAmt
Book Value$4,507BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,507TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION REPRESENTS 760 DUE PAYING MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS OF THE ORGANIZATION VOTE TO ELECT REGIONAL AND AT-LARGE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BCHANGES TO THE ARTICLES AND BYLAWS OF THE ORGANIZATION ARE SUBJECT TO VOTE OF THE GENERAL MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THIS FORM 990 WAS E-MAILED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AT THE BEGINNING OF THEIR TWO-YEAR TERM AND IF ANY CONFLICTS ARISE AND RECUSE THEMSELVES FROM THE DECISION MAKING PROCESS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.