Civic Intelligence

The Tuomey Foundation

EIN 57-1041691 • 501(c)3 • Sumter, SC

Profile

The mission of the tuomey foundation is to provide support for the programs and services of prisma health tuomey.

115 N Sumter Street Suite 420ASumter, SC 29150

www.tuomeyfoundation.org

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$258,238

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 31.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

54%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$37,287,019

Up $5,950,368 (+19%) from 2023

Liabilities

Down

$0

Down $1,319 (-100%) from 2023

Net Assets

Up

$37,287,019

Up $5,951,687 (+19%) from 2023

Revenue

Up

$2,253,144

Up $787,381 (+54%) from 2023

Expenses

Up

$1,912,638

Up $355,347 (+23%) from 2023

Net Income

Up

$340,506

Up $432,034 (+472%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $4,628,028Liabilities 2010: $0Net Assets 2010: $4,628,0282010Assets 2011: $5,111,521Liabilities 2011: $0Net Assets 2011: $5,111,5212011Assets 2012: $4,706,639Liabilities 2012: $0Net Assets 2012: $4,706,6392012Assets 2013: $5,378,000Liabilities 2013: $0Net Assets 2013: $5,378,0002013Assets 2014: $5,870,519Liabilities 2014: $0Net Assets 2014: $5,870,5192014Assets 2015: $5,759,027Liabilities 2015: $0Net Assets 2015: $5,759,0272015Assets 2016: $17,289,605Liabilities 2016: $900,144Net Assets 2016: $16,389,4612016Assets 2017: $19,364,651Liabilities 2017: $1,054,355Net Assets 2017: $18,310,2962017Assets 2018: $26,459,253Liabilities 2018: $1,186,589Net Assets 2018: $25,272,6642018Assets 2019: $29,271,107Liabilities 2019: $1,225Net Assets 2019: $29,269,8822019Assets 2020: $29,488,922Liabilities 2020: $101,837Net Assets 2020: $29,387,0852020Assets 2021: $36,461,845Liabilities 2021: $162,418Net Assets 2021: $36,299,4272021Assets 2022: $29,263,010Liabilities 2022: $0Net Assets 2022: $29,263,0102022Assets 2023: $31,336,651Liabilities 2023: $1,319Net Assets 2023: $31,335,3322023Assets 2024: $37,287,019Liabilities 2024: $0Net Assets 2024: $37,287,0192024

Highlighted filing

2024

Assets$37,287,019
Liabilities$0
Net Assets$37,287,019

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,630,8482010Expenses 2011: $1,174,7862011Expenses 2012: $1,116,7152012Revenue 2013: $710,369Expenses 2013: $535,405Net Income 2013: $174,9642013Revenue 2014: $2,045,978Expenses 2014: $897,312Net Income 2014: $1,148,6662014Revenue 2015: $913,417Expenses 2015: $662,085Net Income 2015: $251,3322015Revenue 2016: $11,419,910Expenses 2016: $707,015Net Income 2016: $10,712,8952016Revenue 2017: $1,738,200Expenses 2017: $974,431Net Income 2017: $763,7692017Revenue 2018: $7,719,874Expenses 2018: $1,149,157Net Income 2018: $6,570,7172018Revenue 2019: $4,241,767Expenses 2019: $1,250,161Net Income 2019: $2,991,6062019Revenue 2020: $4,340,036Expenses 2020: $3,629,250Net Income 2020: $710,7862020Revenue 2021: $3,367,858Expenses 2021: $868,871Net Income 2021: $2,498,9872021Revenue 2022: $832,592Expenses 2022: $3,190,356Net Income 2022: -$2,357,7642022Revenue 2023: $1,465,763Expenses 2023: $1,557,291Net Income 2023: -$91,5282023Revenue 2024: $2,253,144Expenses 2024: $1,912,638Net Income 2024: $340,5062024

Highlighted filing

2024

Revenue$2,253,144
Expenses$1,912,638
Net Income$340,506

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$2.25$1.91$0.34
2023Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$1.47$1.56$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$0.00$29.3$0.83$3.19$2.36
2021Detailed filing. Detailed filing data is available for this year.$36.5$0.16$36.3$3.37$0.87$2.50
2020Detailed filing. Detailed filing data is available for this year.$29.5$0.10$29.4$4.34$3.63$0.71
2019Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$4.24$1.25$2.99
2018Detailed filing. Detailed filing data is available for this year.$26.5$1.19$25.3$7.72$1.15$6.57
2017Detailed filing. Detailed filing data is available for this year.$19.4$1.05$18.3$1.74$0.97$0.76
2016Summary only. Only limited summary data is available for this year.$17.3$0.90$16.4$11.4$0.71$10.7
2015Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.91$0.66$0.25
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$2.05$0.90$1.15
2013Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.71$0.54$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.00$4.71$1.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.00$5.11$1.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$0.00$4.63$1.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$4,184,847
Mission and Program Overview

Mission

The mission of the tuomey foundation is to provide support for the programs and services of prisma health tuomey.

Support & advance the activities, purposes, & objectives of prisma health tuomey.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$23,937,000$25,631,339▲ $1,694,339
Investments in Publicly Traded Securities$6,396,858$10,868,999▲ $4,472,141
Land, Buildings, and Equipment, Net$743,633$724,919▼ $18,714
Cash and Non-Interest-Bearing Accounts$129,267$61,762▼ $67,505
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$31,336,651$37,287,019▲ $5,950,368
Other Assets Total$129,893$0▼ $129,893
Liabilities
Accounts Payable and Accrued Expenses$1,319$0▼ $1,319
Other Liabilities$0$0→ $0
Total Liabilities$1,319$0▼ $1,319
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,269,967$19,886,484▲ $14,616,517
Net Assets Without Donor Restrictions$26,065,365$17,400,535▼ $8,664,830
Total Net Assets Fund Balance$31,335,332$37,287,019▲ $5,951,687
Total Liabilities and Net Assets / Fund Balance$31,336,651$37,287,019▲ $5,950,368

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$657,390$85,814$743,204
Leasehold Improvements$65,239$9,320$74,559
Other Land Buildings$2,290$498$2,788

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$31,697,167$908,483▲ $6,636,905$475,459$37,287,019
2022$29,215,724$786,361▲ $3,252,373$311,756$31,697,167
2021$36,252,141$782,947▼ $4,629,008$141,878$29,215,724
2020$29,387,085$831,726▲ $6,902,201$121,614$36,252,141
2019$29,269,882$3,570,411▲ $196,469$147,875$29,387,085
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ms Catherine E LuebbertExecutive DirectorFT$102,460$28,111$130,571
Revenue and Support

Revenue Composition

Contributions and Grants
$905,095
Program Service Revenue
$0
Investment Income
$1,387,559
Other Revenue
$-39,510
All Other Contributions
$509,211
Change in Net Assets
$340,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,480,077
Other Expenses$432,561
Total Fundraising Expense$27,066
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,455,571--$1,455,571
Fees for Service Investment Mgmnt Fees-$224,759-$224,759
Depreciation Depletion$27,657--$27,657
Grants to Domestic Individuals$24,506--$24,506
Fees for Services Other$17,571$0$0$17,571
Other Expenses$3,601-$27,066$3,601
All Other Expenses$3,546$0$0$3,546
Office Expenses$3,435--$3,435
Insurance$2,124--$2,124
Fees for Services Legal$52--$52
Total Functional Expenses$1,660,813$224,759$27,066$1,912,638
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Prisma Health TuomeyGreenville, SC501(c)(3)Enhance patient care for PH Tuomey and the community by providing support for programs and services.$1,274,450
Prisma Health Midlands FoundationColumbia, SC501(c)(3)Provide contract services for Blackbaud FENXT and RENXT.$61,498
DURANT CHILDREN'S CENTERSumter, SC501(c)(3)Serving victims of sexual assault, family violence, child abuse and victims needs.$50,000
Sumter YMCASumter, SC501(c)(3)Enhance patient care for the community by providing support for programs and services.$35,500
Central Carolina Technical CollegeSumter, SC501(c)(3)To enhance nursing programs.$7,500
Safe Kids Sumter CountySumter, SC501(c)(3)General supplies needed for events.-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$39,510
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$111,237$0$4,561$-4,561
Festival of Trees$49,563$0$2,272$-2,272
Total Events$173,795$0$39,510$-39,510
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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, Line 15

The organization does not directly compensate any officer, director, or key employee; however, compensation of the top executives paid by prisma health-midlands is determined by an outside compensation consultant, which is then approved by the board.

Form 990, Part VI, Line 18

Photocopies of the form 990 are available upon request at the organization's administrative office. In addition, recent filings of the form 990 are available online at www.guidestar.org.

Form 990, Part VI, Line 11B Review of form 990 by governing body

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, Line 12C Conflict of interest policy

The conflict of interest policy is discussed annually at a board of directors meeting and when it is raised to attention that there has been a change in status with any member of the foundation's board. Any possible conflicts of interest are noted in the minutes to the meetings and the policy is evaluated prior to discussions and votes.

Form 990, Part VI, Line 19 Required documents available to the public

Photocopies of the organization's governing documents, conflict of interest policy, and financial statements are available upon request at the organization's administrative office. They are also presented annually through board of governers meeting to discuss changes and requirements for updating on-file information.

Filing and Contact Details

Filer

Filer Name
The Tuomey Foundation
EIN
57-1041691
Phone
8037749037
Address
115 N SUMTER STREET SUITE 420A, SUMTER, SC 29150

Signing Officer

Name
Beth Luebbert
Title
Tax Officer
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Sc
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
53

Preparer

Firm
Ernst & Young US Llp
Address
55 IVAN ALLEN JR BOULEVARD, ATLANTA, GA 30308
Preparer
Vanessa Espinoza
Phone
4048748300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

The tuomey foundation continued to move forward with our plan and had success in building relationships and raising dollars. The tuomey foundation annual golf classic is an exciting opportunity to support the tuomey foundation. Held at the quixote club, the golf classic features teams composed of people from businesses and companies that work with or have relationships with prisma health tuomey. This fund, which is overseen by the tuomey foundation board of directors, allows the foundation to support various projects and programs undertaken by prisma health tuomey, such as community programs that include sumter safe kids, durants childrens' center, wellness screenings, and more. The 2023 festival of trees raised money for tuomey hospice services. The annual festival of trees has quickly become a holiday tradition for sumter county residents. This wonderful event, which is open to the entire community, features christmas trees that are sponsored and decorated by local businesses and organizations. The trees are placed throughout tuomey system campus and downtown shops. These beautifully decorated trees were on display the entire month of december. More important than the beauty of the festival of trees, though, is its beneficiary - tuomey hospice services. Funds raised through these sponsorships go toward this incredible program. Hospice allows patients to spend their final days with dignity, surrounded by their loved ones. Our goal is to provide a hospice unit that will be a place of shelter and rest for terminal patients and their families. This unit will allow a patient to receive the comfort and care needed during a specific time and enable family members to have a respite from their daily care routine. The foundation board and staff continued to focus on the tuomey society ($1,000 and above donors) giving level, and successfully cultivated over 150 tuomey society donors. Our planned giving program continues to be promoted within our community. The advisory council continues to work to help promote and secure estate/planned gifts for prisma health tuomey. The 1913 legacy circle continues to acknowledge those making a planned gift.

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

Endowments enable the tuomey foundation to provide for the healthcare needs of our community now and for generations to come. Contributions to a specified endowment go towards the principal and only the interest from that fund is allocated. Jeanne c. Watson oncology endowment established by the watson family to honor jeanne c. Watson, who died of pancreatic cancer in 2000, this endowment was created to support education, equipment, training, and other cancer-related services in the oncology department. Additional donations serve to increase the fund's value and thus provide expanded opportunities for oncology patients. Dr. Charles h. White, sr. Cardiac endowment established in 2001 by mrs. Charles h. White, sr. In memory of her late husband, a pioneer in the medical field and a legend throughout prisma health tuomey halls, this endowment supports the needs of the cardiac department. Like the watson oncology endowment, this fund is used to cover costs associated with education, equipment, training, and other heart-related services. Community outreach endowment this fund takes the healthful programs initiated by prisma health tuomey outside the hospital walls and into the community. Community outreach endowment programs include safe kids, the prisma health tuomey community health outreach, sumter ycma programs, free screenings, and much more. Tuomey foundation endowment this fund provides for needs that will enhance the quality of care for patients and their family members at prisma health tuomey. It could be in the form of equipment, programmatic, or educational needs. Dr. And mrs. Wendell levi, jr. Nursing scholarship endowment this fund provides for scholarships for central carolina technical college nursing students committed to staying in the community and continuing their nursing careers at prisma health tuomey. Scholarship endowment this fund provides financial assistance to prisma health team members, their dependents, and volunteers for the pursuit of higher education. We provide scholarships each august to candidates that meet the application criteria. This endowment was established from funds raised by tuomey foundation team members.

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IRS990/Form990PartVIISectionAGrp/PersonNm4DR GEORGE S DILTS
IRS990/Form990PartVIISectionAGrp/PersonNm5DR GILBERT E PARKER JR
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IRS990/Form990PartVIISectionAGrp/PersonNm7MR JAMES L BEST
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IRS990/Form990PartVIISectionAGrp/PersonNm11MR MITCHELL WILLIAMS
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