CHAGRIN REALTY INC

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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

1999

Legal Domicile

Principal Officer

GARY ROBINSON

Phone

2162957000

Tax Period

2018-01-01 to 2018-12-31

CHAGRIN REALTY INC, founded in 1999, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2018. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $677K, a strong 51% operating margin.

Mission

TO FUNCTION AS A TITLE HOLDING CORPORATION ON BEHALF OF THE MEMBER ORGANIZATION (ROSENBERG FOUNDATION) FOR THE SOLE PURPOSE OF HOLDING TITLE TO PROPERTY, WHETHER REAL OR PERSONAL, TO COLLECT INCOME THEREFROM, AND TO REMIT ANY AND ALL SUCH INCOME LESS EXPENSES TO THE MEMBER ORGANIZATION.

Program Service Accomplishments

Program 1

CHAGRIN REALTY HELD TITLE TO REAL PROPERTY AND COLLECTED THEINCOME THEREFROM IN ACCORDANCE WITH ITS STATUS AS A TITLE HOLDINGCOMPANY UNDER CODE SECTION 501(C)(2)

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,330,690

Investment Income $58

Other Revenue $0

TOTAL REVENUE $1,330,748

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $653,500

TOTAL EXPENSES $653,500

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,330,748	$2,644,046	-0.5%
Expenses	$653,500	$1,082,941	-0.4%
Net Income	$677,248	$1,561,105	-0.6%

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

N/A

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

$1,235,299

Total Directors

$689,561

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON ADAMS	TREASURER	1.00	Officer Director	$0	$0	$0
JAMAL AZAM MD	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG GHIDOTTI	DIRECTOR	1.00	Director	$0	$0	$0
RON HESS	CHAIR	1.00	Officer Director	$0	$0	$0
KATHY JAKOVCIC	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD KRETSCHMAN JR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KRIZANSKY	SECRETARY	1.00	Officer Director	$0	$0	$0
TRACY MASON	DIRECTOR	1.00	Director	$0	$0	$0
DON NOVOSEL JR	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY PERCY MD	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA RAMSEY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD SPECH	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SPIES	DIRECTOR	1.00	Director	$0	$0	$0
LORI STEVIC-RUST	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA STRUK RN PHD	DIRECTOR	1.00	Director	$0	$0	$0
DIANE WISH	CHIEF EXECUTIVE OFFICER	1.00	Officer Director	$0	$25,828	$689,561
DAVID OPPENLANDER	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$33,991	$243,473
GARY ROBINSON	PRESIDENT	1.00	Officer	$0	$19,672	$302,265

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
2018	$1,330,748	$653,500	No data	$677,248