Civic Intelligence

Pmh Legacy

EIN 56-0543247 • 501(c)3 • Roxboro, NC

Profile

To support and develop programs related to medical care and treatment of citizens of person and surrounding counties.

PO Box 1547Roxboro, NC 27573

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

0.0%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-31%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $3,364,567 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $3,364,567 (-100%) from 2023

Revenue

Up

$136,967

Up $63,261 (+86%) from 2023

Expenses

Up

$3,501,534

Up $3,489,033 (+27910%) from 2023

Net Income

Down

-$3,364,567

Down $3,425,772 (-5597%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $43,385,525Liabilities 2010: $24,039,551Net Assets 2010: $19,345,9742010Assets 2011: $40,724,585Liabilities 2011: $26,938,564Net Assets 2011: $13,786,0212011Assets 2012: $2,991,082Liabilities 2012: $355,486Net Assets 2012: $2,635,5962012Assets 2013: $3,254,479Liabilities 2013: $296,640Net Assets 2013: $2,957,8392013Assets 2014: $3,189,551Liabilities 2014: $285,533Net Assets 2014: $2,904,0182014Assets 2015: $3,186,471Liabilities 2015: $323,329Net Assets 2015: $2,863,1422015Assets 2016: $3,120,617Liabilities 2016: $254,713Net Assets 2016: $2,865,9042016Assets 2017: $3,216,114Liabilities 2017: $0Net Assets 2017: $3,216,1142017Assets 2018: $3,216,992Liabilities 2018: $0Net Assets 2018: $3,216,9922018Assets 2019: $3,265,779Liabilities 2019: $0Net Assets 2019: $3,265,7792019Assets 2020: $3,293,872Liabilities 2020: $0Net Assets 2020: $3,293,8722020Assets 2021: $3,301,945Liabilities 2021: $0Net Assets 2021: $3,301,9452021Assets 2022: $3,303,362Liabilities 2022: $0Net Assets 2022: $3,303,3622022Assets 2023: $3,364,567Liabilities 2023: $0Net Assets 2023: $3,364,5672023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $32,696,9232010Revenue 2011: $37,335,285Expenses 2011: $42,474,921Net Income 2011: -$5,139,6362011Expenses 2012: $840,1032012Revenue 2013: $568,303Expenses 2013: $49,784Net Income 2013: $518,5192013Revenue 2014: $20,833Expenses 2014: $74,654Net Income 2014: -$53,8212014Revenue 2015: $12,262Expenses 2015: $53,138Net Income 2015: -$40,8762015Revenue 2016: $10,999Expenses 2016: $8,237Net Income 2016: $2,7622016Revenue 2017: $358,306Expenses 2017: $8,096Net Income 2017: $350,2102017Revenue 2018: $12,539Expenses 2018: $11,661Net Income 2018: $8782018Revenue 2019: $53,792Expenses 2019: $5,005Net Income 2019: $48,7872019Revenue 2020: $31,570Expenses 2020: $3,477Net Income 2020: $28,0932020Revenue 2021: $11,433Expenses 2021: $3,360Net Income 2021: $8,0732021Revenue 2022: $7,887Expenses 2022: $6,470Net Income 2022: $1,4172022Revenue 2023: $73,706Expenses 2023: $12,501Net Income 2023: $61,2052023Revenue 2024: $136,967Expenses 2024: $3,501,534Net Income 2024: -$3,364,5672024

Highlighted filing

2024

Revenue$136,967
Expenses$3,501,534
Net Income-$3,364,567

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$3.50$3.36
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.07$0.01$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.03$0.00$0.03
2019Summary only. Only limited summary data is available for this year.$3.27$0.00$3.27$0.05$0.01$0.05
2018Summary only. Only limited summary data is available for this year.$3.22$0.00$3.22$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.36$0.01$0.35
2016Summary only. Only limited summary data is available for this year.$3.12$0.25$2.87$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.19$0.32$2.86$0.01$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.29$2.90$0.02$0.07$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.30$2.96$0.57$0.05$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.36$2.64$0.84
2011Summary only. Only limited summary data is available for this year.$40.7$26.9$13.8$37.3$42.5$5.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$24.0$19.3$32.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Mission and Program Overview

Mission

To support and develop programs related to medical care and treatment of citizens of person and surrounding counties.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBBY W JONESChair-$0--
CLAUDIA BERRYHILL DVMVice-Chair-$0--
JOHN H WAGSTAFFCo-Treasurer-$0--
JANE LONGCo-Treasurer-$0--
STEPHEN N LONG MDBoard Member-$0--
WALTER B CATESBoard Member-$0--
ALFRED M FAULKNER PHDBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Pmh Legacy
EIN
56-0543247
Phone
3365041224
Address
PO BOX 1547, ROXBORO, NC 27573

Signing Officer

Name
John H Wagstaff
Title
Treasurer
Phone
3365041224
Signed
2025-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Advisors Inc
Address
1414 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Elizabeth Mauch
Phone
9199428700
Raw XML Appendix320 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227573
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd327573
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd427573
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd527573
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd627573
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03494749
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03494749
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BILL J FULLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt071 LANDMARK SOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROXBORO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027573
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03365985577
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0IN SEPTEMBER, 2024 PMH LEGACY TRANSFERRED ALL THEIR ASSETS, $3,490,086.04 INTO THE PERSON MEMORIAL HOSPITAL LEGACY FUND BOARD CHARITABLE FUND WITH THE NORTH CAROLINA COMMUNITY FOUNDATION. THIS ENDOWMENT SUPPORTS CHARITABLE ORGANIZATIONS WHOSE PROGRAMS OR ACTIVITIES SUPPORT THE GENERAL HEALTH AND WELLBEING OF THE RESIDENTS OF PERSON COUNTY, NORTH CAROLINA, INCLUDING ORGANIZATIONS OUTSIDE OF PERSON COUNTY IF THEIR PROGRAMS AND ACTIVITIES SUPPORT RESIDENTS OF PERSON COUNTY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt03494749
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03490086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOUNDATION MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NC COMMUNITY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03737 GLENWOOD AVE SUITE 460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027612
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03490086
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0159031
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0156496
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0159031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03179222
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03179222
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03494749
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03179222
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03179222
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0156496
LiquidationExplanationStmt/ExplanationTxt0ON SEPTEMBER 26, 2024 PMH LEGACY TRANSFERRED ALL THEIR ASSETS, COMPRISING CASH OF $3,490,086.04 INTO THE PERSON MEMORIAL HOSPITAL LEGACY FUND BOARD CHARITABLE FUND WITH THE NORTH CAROLINA COMMUNITY FOUNDATION, A 501(C)3 ORGANIZATION - EIN: 58-1661700. THIS ENDOWMENT SUPPORTS CHARITABLE ORGANIZATIONS WHOSE PROGRAMS OR ACTIVITIES SUPPORT THE GENERAL HEALTH AND WELLBEING OF THE RESIDENTS OF PERSON COUNTY, NORTH CAROLINA, INCLUDING ORGANIZATIONS OUTSIDE OF PERSON COUNTY IF THEIR PROGRAMS AND ACTIVITIES SUPPORT RESIDENTS OF PERSON COUNTY. AS OF IT'S SEPTEMBER 30, 2024 YEAR END, THE ORGANIZATION HAS NO REMAINING ASSETS AND IS FILING A FINAL RETURN.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
TaxesSchedule/TaxesDetail/Amt02123
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H WAGSTAFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03365041224
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMH LEGACY
ReturnHeader/Filer/BusinessNameControlTxt0PMHL
ReturnHeader/Filer/EIN0560543247
ReturnHeader/Filer/PhoneNum03365041224
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1547
ReturnHeader/Filer/USAddress/CityNm0ROXBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027573
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 RALEIGH ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09199428700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH MAUCH
ReturnHeader/ReturnTs02025-02-13T12:40:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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