Arena Summit

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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

2017

Legal Domicile

Principal Officer

Kate Catherall

Phone

2025520221

Tax Period

2023-01-01 to 2023-12-31

Arena Summit, founded in 2017, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 28% operating deficit.

Mission

We convene, train, and support the next generation of civic leaders.

Program Service Accomplishments

Program 1

Expenses: $896,407

SINCE 2016, ARENA SUMMIT HAS HELD SIX SUMMITS REACHING OVER 2,800 ATTENDEES IN AUSTIN, NASHVILLE, RALEIGH, DETROIT, PHOENIX, AND PHILADELPHIA. THESE EVENTS BRING TOGETHER ACTIVISTS, CIVIC...

SINCE 2016, ARENA SUMMIT HAS HELD SIX SUMMITS REACHING OVER 2,800 ATTENDEES IN AUSTIN, NASHVILLE, RALEIGH, DETROIT, PHOENIX, AND PHILADELPHIA. THESE EVENTS BRING TOGETHER ACTIVISTS, CIVIC ENTREPRENEURS, AND COMMUNITY LEADERS TO MAKE CONNECTIONS AND FORGE NEW PARTNERSHIPS. THE COMMUNITY EMERGING FROM THESE SUMMITS HAS GONE ON TO LAUNCH DOZENS OF NEW ORGANIZATIONS AND LEAD CIVIC ENGAGEMENT EFFORTS AROUND THE COUNTRY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,067,421

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,067,421

Expense Breakdown

Grants Paid $1,193

Salaries & Benefits $1,012,134

Fundraising Expenses $204,548

Program Expenses $896,407

Other Expenses $352,895

TOTAL EXPENSES $1,366,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,067,421	$1,480,803	-0.3%
Expenses	$1,366,222	$1,258,919	+0.1%
Net Income	$-298,801	$221,884	-2.3%

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

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
Lauren Baer	Managing Partner	31.00		$251,288	$17,792	$269,080
Santiago Martinez	Partner	31.00		$159,603	$7,452	$167,055
Debra Cohen	Partner	31.00		$144,062	$15,315	$159,377
Swati Mylavarapu	Director	2.00	Director	$0	$0	$0
Ravi Gupta	Treasurer	2.00	Officer Director	$0	$0	$0
Liz Simon	Secretary	2.00	Officer Director	$0	$0	$0
Kate Catherall	President	2.00	Officer Director	$0	$0	$0
Meera Marti	Director	2.00	Director	$0	$0	$0
Huntington Williams	Director	2.00	Director	$0	$0	$0
Amira Valliani	Director	2.00	Director	$0	$0	$0
Londyn Marshall	Director	2.00	Director	$0	$0	$0
Esosa Osa	Director	2.00	Director	$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
2024	No data	No data	No data	No data
2023	$1,067,421	$1,366,222	$1,186,973	$-298,801
2022	$1,480,803	$1,258,919	$1,479,179	$221,884
2021	$1,463,206	$524,180	$1,255,918	$939,026
2020	$737,102	$899,823	$305,749	$-162,721
2019	$818,174	$627,593	$470,636	$190,581