PMH LEGACY

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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

1953

Legal Domicile

Principal Officer

ROBBY W JONES

Phone

3365041224

Tax Period

2021-10-01 to 2022-09-30

PMH LEGACY, founded in 1953, is a micro nonprofit that reported $8K in total revenue in fiscal year 2021. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1K, a strong 18% operating margin.

Mission

TO SUPPORT AND DEVELOP PROGRAMS RELATED TO MEDICAL CARE AND TREATMENT OF CITIZENS OF PERSON AND SURROUNDING COUNTIES.

Program Service Accomplishments

Program 1

PRIOR TO OCTOBER 1, 2011, PMH LEGACY, (FKA PERSON MEMORIAL HOSPITAL, INC) OWNED AND OPERATED A NOT-FOR-PROFIT ACUTE CARE HOSPITAL AND SKILLED NURSING FACILITY. THE HOSPITAL PROVIDED INPATIENT...

PRIOR TO OCTOBER 1, 2011, PMH LEGACY, (FKA PERSON MEMORIAL HOSPITAL, INC) OWNED AND OPERATED A NOT-FOR-PROFIT ACUTE CARE HOSPITAL AND SKILLED NURSING FACILITY. THE HOSPITAL PROVIDED INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES FOR RESIDENTS OF PERSON AND SURROUNDING COUNTIES. ON SEPTEMBER 30, 2011, PMH LEGACY ENTERED INTO AN ASSET PURCHASE AGREEMENT WITH DLP PERSON MEMORIAL HOSPTAL, LLC, A SUSIDIARY OF DLP HEALTHCARE, LLC. THE EFFECTIVE DATE OF THE AGREEMENT WAS OCTOBER 1, 2011. THE PARAMETERS OF THAT AGREEMENT WERE PREVIOUSLY DISCLOSED IN THE FORM 990 FOR THE YEAR ENDED SEPTEMBER 30, 2012.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $7,887

Other Revenue $0

TOTAL REVENUE $7,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,470

TOTAL EXPENSES $6,470

Year-over-Year Comparison

	2021	2020	Change
Revenue	$7,887	$11,433	-0.3%
Expenses	$6,470	$3,360	+0.9%
Net Income	$1,417	$8,073	-0.8%

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

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
ROBBY W JONES	CHAIR	1.00	Officer Director	$0	$0	$0
CLAUDIA BERRYHILL DVM	VICE-CHAIR	0.10	Officer Director	$0	$0	$0
JOHN H WAGSTAFF	CO-TREASURER	1.00	Officer Director	$0	$0	$0
JANE LONG	CO-TREASURER	0.10	Officer Director	$0	$0	$0
STEPHEN N LONG MD	BOARD MEMBER	0.10	Director	$0	$0	$0
WALTER B CATES	BOARD MEMBER	0.10	Director	$0	$0	$0
ALFRED M FAULKNER PHD	BOARD MEMBER	0.10	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
2022	$7,887	$6,470	$3,303,362	$1,417
2021	$11,433	$3,360	$3,301,945	$8,073
2020	$31,570	$3,477	$3,293,872	$28,093