Celebrate Milwaukie Inc
Nonprofit profile at a glance
- EIN
- 931308934
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025
- Location
- Milwaukie, OR, USA
- Phone
- 5036832130
- Rating
- 91
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $190,886
- Expenses
- $173,433
- Assets
- $85,818
- Liabilities
- $924
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Shauna Walker (President)
- David Aschenbrenner (Vice President)
People named in this filing
- Shauna Walker (President)
- Mark Stehn (Board Member)
- David Aschenbrenner (Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote & celebrate the City of Milwaukie, Oregon.
What it reported doing in 2025
Celebrate Milwaukie, Inc. serves to promote and celebrate the City of Milwaukie, Oregon, its' residents and its' businesses through community events, special projects and community service. This includes producing the Milwaukie Festival Daze weekend including a parade, float production, live entertainment, fireworks display and so forth, as well as operating the Milwaukie Farmer's Market which provides an arena for local artisans and growers to sell their merchandise while bringing community involvement to the downtown Milwaukie area. Funds raised through the Farmer's Market are donated to local neighborhood's and charities for the betterment of the community.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 96% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 100
- Sustainability: 48
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 84.4%; rating input score 84
- Program expense ratio: 92.9%; rating input score 93
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 9.1%; rating input score 53; 53rd percentile among comparable filings
- Total-asset coverage ratio: 0.49; rating input score 38; 38th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 37; 37th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 4.5% per year; rating input score 100; 43rd percentile among comparable filings
- Revenue growth: 5.6% per year; rating input score 100; 47th percentile among comparable filings
- Asset growth: 8.7% per year; rating input score 100; 55th percentile among comparable filings
Details
- Where the money goes: 84.4% of revenue deployed · 92.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $161K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 14 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Operating margin scored 53/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 37/100.