Civic Intelligence

Timothy J Tuomey Trust

990 • Fiscal year 2020 • EIN 23-7127466

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 12, 2021

Organization ProfileN/A
102 N Main StreetSumter, SC 29150

(803) 774-9014

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$2,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

36th percentile

1.8%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-20%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$8,179,656

Up $145,096 (+1.8%) from 2019

Net Assets

Up

$8,179,656

Up $145,096 (+1.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin12th percentile

Revenue

Down

$240,179

Down $58,852 (-20%) from 2019

Expenses

Up

$303,928

Up $35,202 (+13%) from 2019

Net Income

Down

-$63,749

Down $94,054 (-310%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $13,528,519Liabilities 2010: $0Net Assets 2010: $13,528,5192010Assets 2011: $12,575,386Liabilities 2011: $0Net Assets 2011: $12,575,3862011Assets 2012: $14,125,228Liabilities 2012: $0Net Assets 2012: $14,125,2282012Assets 2013: $15,241,036Liabilities 2013: $0Net Assets 2013: $15,241,0362013Assets 2014: $6,852,154Liabilities 2014: $0Net Assets 2014: $6,852,1542014Assets 2015: $6,371,378Liabilities 2015: $0Net Assets 2015: $6,371,3782015Assets 2016: $6,810,076Liabilities 2016: $0Net Assets 2016: $6,810,0762016Assets 2017: $7,456,959Liabilities 2017: $0Net Assets 2017: $7,456,9592017Assets 2018: $8,058,194Liabilities 2018: $0Net Assets 2018: $8,058,1942018Assets 2019: $8,034,560Liabilities 2019: $0Net Assets 2019: $8,034,5602019Assets 2020: $8,179,656Liabilities 2020: $0Net Assets 2020: $8,179,6562020Assets 2021: $9,728,299Liabilities 2021: $0Net Assets 2021: $9,728,2992021Assets 2022: $7,989,620Liabilities 2022: $0Net Assets 2022: $7,989,6202022Assets 2023: $8,595,030Liabilities 2023: $0Net Assets 2023: $8,595,0302023Assets 2024: $10,446,736Liabilities 2024: $0Net Assets 2024: $10,446,7362024

Highlighted filing

2020

Assets$8,179,656
Liabilities$0
Net Assets$8,179,656
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $273,7572010Expenses 2011: $172,7172011Expenses 2012: $208,8802012Expenses 2013: $247,1352013Revenue 2014: $250,487Expenses 2014: $285,890Net Income 2014: -$35,4032014Revenue 2015: $192,984Expenses 2015: $519,893Net Income 2015: -$326,9092015Revenue 2016: $148,866Expenses 2016: $29,341Net Income 2016: $119,5252016Revenue 2017: $139,131Expenses 2017: $217,316Net Income 2017: -$78,1852017Revenue 2018: $177,698Expenses 2018: $232,892Net Income 2018: -$55,1942018Revenue 2019: $299,031Expenses 2019: $268,726Net Income 2019: $30,3052019Revenue 2020: $240,179Expenses 2020: $303,928Net Income 2020: -$63,7492020Revenue 2021: $258,412Expenses 2021: $294,688Net Income 2021: -$36,2762021Revenue 2022: $316,292Expenses 2022: $356,977Net Income 2022: -$40,6852022Revenue 2023: $218,754Expenses 2023: $295,521Net Income 2023: -$76,7672023Revenue 2024: $216,432Expenses 2024: $307,545Net Income 2024: -$91,1132024

Highlighted filing

2020

Revenue$240,179
Expenses$303,928
Net Income-$63,749
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.2
Gross Receipts
$240,285
Mission and Program Overview

Mission

To provide support to tuomey by transferring all income of the trust (except proceeds from the sale of corpus assets) to tuomey.

Financial support for prisma health tuomey through the tuomey foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,032,208$8,171,049▲ $138,841
Savings and Temporary Cash Investments$2,352$8,607▲ $6,255
Total Assets$8,034,560$8,179,656▲ $145,096
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,034,560$8,179,656▲ $145,096
Total Net Assets Fund Balance$8,034,560$8,179,656▲ $145,096
Total Liabilities and Net Assets / Fund Balance$8,034,560$8,179,656▲ $145,096

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$8,034,560-▲ $449,024-$8,179,656
2018$8,058,194-▲ $245,092-$8,034,560
2017$7,456,959-▲ $834,127-$8,058,194
2016$6,810,076-▲ $864,199-$7,456,959
2015$6,371,378-▲ $438,698-$6,810,076
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
Jack JamesTrustee$2,000$2,000
M David ShawTrustee$2,000$2,000
Wt Fort JrTrustee$2,000$2,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$240,179
Other Revenue
$0
Change in Net Assets
$-63,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$192,319
Other Expenses$105,609
Salaries, Compensation, and Employee Benefits$6,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$192,319--$192,319
Fees for Service Investment Mgmnt Fees-$78,159-$78,159
Other Expenses$23,450--$23,450
Current Officers, Directors, Trustees, and Key Employees$6,000--$6,000
Fees for Services Other$4,000--$4,000
Total Functional Expenses$225,769$78,159$0$303,928
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Tuomey FoundationSumter, SC501(c)(3)Operational Support$192,319
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return was prepared by an independent accounting firm with assistance and oversight from management. Upon completion, the return was reviewed by management and made available to all voting members of the board of directors before filing the return with the irs.”

Form 990, Part VI, Section B, Line 12C

“Tiomthy j. Tuomey trust adheres to prisma health's conflict of interest policy. The directors, officers and key employees are required to disclose on an annual basis any conflicts of interest. These are reviewed by the corporate compliance and legal departments of prisma health. Additionally, corporate compliance compares annual disclosures by employed physicians to those disclosed by vendors through the open payments system. Any exceptions are reviewed and communicated to the conflict of interest committee and the department chairperson.”

Form 990, Part VI, Section B, Line 15

“The trust does not have any employees, therefore, does not have an independent compensation review policy.”

Form 990, Part VI, Section C, Line 18

“In addition, current years of the form 990 are made available online at www.guidestar.org.”

Form 990, Part VI, Section C, Line 19

“The trust's governing documents are available upon request at the administrative offices of the tuomey foundation. Please see form 990, part vi, line 20.”

Filing and Contact Details

Filer

Filer Name
Timothy J Tuomey Trust
EIN
23-7127466
Phone
8037749014
Address
102 N MAIN STREET, SUMTER, SC 29150

Signing Officer

Name
Jeffery Faw
Title
Tax Officer
Phone
8037749014
Signed
2021-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack James
Formed
1914
Legal Domicile
Sc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The earnings of the endowment fund are directed to the board's discretion. The earnings on the fund are generally utilized to provide support to tuomey foundation.”

Raw XML Appendix385 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08037749014
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0102 NORTH MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SUMTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd029150
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IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/CYOtherExpensesAmt0105609
IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalExpensesAmt0303928
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FUNDING OF PRISMA HEALTH TUOMEY'S ACTIVITIES (UNDER THE TRUST AGREEMENT). EXCESS OF REVENUES OVER EXPENSES IS TRANSFERRED TO THE TUOMEY FOUNDATION. ANY GAIN ON THE SALE OF CORPUS ASSETS IS REINVESTED.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd01
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0225769
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt078159
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1JACK JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm2M DAVID SHAW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01914
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-106
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0192319
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0192319
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0192319
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0240285
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0240285
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0240285
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08032208
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08171049
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0106
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT TO PRISMA HEALTH TUOMEY BY TRANSFERRING ALL INCOME OF THE TRUST TO THE TUOMEY FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08034560
IRS990/NetAssetsOrFundBalancesEOYAmt08179656
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-106
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-106
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0208845
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt023450
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt030305
IRS990/PYSalariesCompEmpBnftPaidAmt06000
IRS990/PYTotalExpensesAmt0268726
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0299031
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-63749
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02352
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08607
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TIMOTHY J. TUOMEY TRUST'S MISSION IS TO SUPPORT PRISMA HEALTH TUOMEY BY TRANSFERRING ALL INCOME TO THE TUOMEY FOUNDATION (A SUPPORTING ORGANIZATION OF PRISMA HEALTH TUOMEY). AS SUCH TIMOTHY J. TUOMEY TRUST AND THE TUOMEY FOUNDATION RETAIN A CLOSE WORKING RELATIONSHIP TO ENABLE THE TRUST TO BE ABLE TO RESPOND TO THE NEEDS OF THE FOUNDATION WHICH ARE ACCOMPLISHED THROUGH FUNDING THE FOUNDATION."
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TIMOTHY J. TUOMEY TRUST'S MISSION IS TO SUPPORT PRISMA HEALTH TUOMEY BY TRANSFERRING ALL INCOME TO THE TUOMEY FOUNDATION (A SUPPORTING ORGANIZATION OF PRISMA HEALTH TUOMEY). AS SUCH TIMOTHY J. TUOMEY TRUST AND THE TUOMEY FOUNDATION RETAIN A CLOSE WORKING RELATIONSHIP TO ENABLE THE TRUST TO BE ABLE TO RESPOND TO THE NEEDS OF THE FOUNDATION WHICH ARE ACCOMPLISHED THROUGH FUNDING THE FOUNDATION."
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION E LN 2A
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08034560
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0181183
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0245092
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0232892
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08058194
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0834127
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt049791
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06810076
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07456959
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0167525
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0864199
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06371378
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06810076
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0438698
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE EARNINGS OF THE ENDOWMENT FUND ARE DIRECTED TO THE BOARD'S DISCRETION. THE EARNINGS ON THE FUND ARE GENERALLY UTILIZED TO PROVIDE SUPPORT TO TUOMEY FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0192319
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE TUOMEY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0571041691
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0102 NORTH MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SUMTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029150
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS AND ASSISTANCE FROM THE ORGANIZATION ARE FOR USE IN FURTHERING THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT FROM MANAGEMENT. UPON COMPLETION, THE RETURN WAS REVIEWED BY MANAGEMENT AND MADE AVAILABLE TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING THE RETURN WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TIOMTHY J. TUOMEY TRUST ADHERES TO PRISMA HEALTH'S CONFLICT OF INTEREST POLICY. THE DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ON AN ANNUAL BASIS ANY CONFLICTS OF INTEREST. THESE ARE REVIEWED BY THE CORPORATE COMPLIANCE AND LEGAL DEPARTMENTS OF PRISMA HEALTH. ADDITIONALLY, CORPORATE COMPLIANCE COMPARES ANNUAL DISCLOSURES BY EMPLOYED PHYSICIANS TO THOSE DISCLOSED BY VENDORS THROUGH THE OPEN PAYMENTS SYSTEM. ANY EXCEPTIONS ARE REVIEWED AND COMMUNICATED TO THE CONFLICT OF INTEREST COMMITTEE AND THE DEPARTMENT CHAIRPERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, DOES NOT HAVE AN INDEPENDENT COMPENSATION REVIEW POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IN ADDITION, CURRENT YEARS OF THE FORM 990 ARE MADE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE TUOMEY FOUNDATION. PLEASE SEE FORM 990, PART VI, LINE 20.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE TUOMEY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PRISMA HEALTH TUOMEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0571041691
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1474914917
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT AND FUNDRAISING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12C, III-FI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0102 NORTH MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1129 NORTH WASHINGTON ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SUMTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SUMTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd029150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd129150
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08034560
IRS990/TotalAssetsEOYAmt08179656
IRS990/TotalAssetsGrp/BOYAmt08034560
IRS990/TotalAssetsGrp/EOYAmt08179656
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078159
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0225769
IRS990/TotalFunctionalExpensesGrp/TotalAmt0303928
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08034560
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08179656
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0225769
IRS990/TotalReportableCompFromOrgAmt06000
IRS990/TotalRevenueGrp/ExclusionAmt0240179
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0240179
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08034560
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08179656
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0102 N MAIN STREET
IRS990/USAddress/CityNm0SUMTER
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029150
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFERY FAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037749014
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TIMOTHY J TUOMEY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TUOM
ReturnHeader/Filer/EIN0237127466
ReturnHeader/Filer/PhoneNum08037749014
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 N MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0SUMTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029150
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BIBBY
ReturnHeader/ReturnTs02021-08-12T11:06:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,179,656
Liabilities
$0
Net assets
$8,179,656
Revenue
$240,179
Expenses
$303,928
Net income
-$63,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.22$0.31$0.09
2023Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.22$0.30$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.99$0.00$7.99$0.32$0.36$0.04
2021Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$0.26$0.29$0.04
2020Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.24$0.30$0.06
2019Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.30$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.18$0.23$0.06
2017Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.14$0.22$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.15$0.03$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.19$0.52$0.33
2014Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.25$0.29$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.00$15.2$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.00$14.1$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.00$12.6$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.00$13.5$0.27