Nonprofit · EIN 87-0646265
THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION
Also known as MCCARTHEY SARAH TTEE
Tax-exempt · SALT LAKE CTY, UT 84102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $800,526 | $235,053 | $565,473 | $1,704,591 | $1,700 | $1,702,891 |
| December 31, 2024 | 990-PF | $237,728 | $300,843 | -$63,115 | $1,137,852 | $434 | $1,137,418 |
| December 31, 2023 | 990-PF | $166,386 | $280,389 | -$114,003 | $1,202,873 | $2,340 | $1,200,533 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $684,123
- Dividends
- $35,717
- Interest
- $313
- Net gain from sales of assets
- $71,610
- Other income
- $8,763
Expenses
- Grants and similar amounts paid
- $104,688
- Compensation of officers, directors and key employees
- $15,000
- Disbursements for charitable purposes
- $227,508
- Excise tax on investment income
- $1,391
Balance sheet and other
- Total assets, start of year
- $1,137,852
- Total assets, end of year
- $1,704,591
- Total liabilities, end of year
- $1,700
- Net assets, end of year
- $1,702,891
- Fair market value of assets
- $1,762,154
- Qualifying distributions
- $227,508
- Net investment income
- $107,640
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Abbott PhD 524 Oakview Drive, Nacogdoches, TX 75965 | Trustee | 3 | $2,000 |
| Phillip Wilder PhD 702B Bennett Street, Greenville, SC 29609 | Trustee | 3 | $2,000 |
| Carmen Gonzales PhD 1841 Cristobal Lane, Santa Fe, NM 87505 | Trustee | 3 | $2,000 |
| Carolyn Schubach 4514 Stratton Drive, Holladay, UT 84117 | Trustee | 3 | $2,000 |
| Kip Tellez PhD 7404 Hacienda Way, Felton, CA 95018 | Trustee | 3 | $2,000 |
| Jo Worthy PhD 1210 Windsor Road Apt 205, Austin, TX 78703 | Trustee | 3 | $2,000 |
| Patrick Scott EdD 1841 Cristobal Lane, Santa Fe, NM 87505 | Trustee | 3 | $2,000 |
| Michael Borish 137 Howick Street, Rockcliffe Ontario, K1M 0G9, CA | Trustee | 3 | $1,000 |
| Sarah McCarthey PhD 610 East South Temple Suite 110, Salt Lake City, UT 84102 | President | 5 | $0 |
| Mark Dressman PhD 610 East South Temple Suite 110, Salt Lake City, UT 84102 | Vice President | 3 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Abbott PhD 524 Oakview Drive, Nacogdoches, TX 75965 | Trustee | 3 | $2,000 |
| Phillip Wilder PhD 702B Bennett Street, Greenville, SC 29609 | Trustee | 3 | $2,000 |
| Carmen Gonzales PhD 1841 Cristobal Lane, Santa Fe, NM 87505 | Trustee | 3 | $2,000 |
| Carolyn Schubach 4514 Stratton Drive, Holladay, UT 84117 | Trustee | 3 | $2,000 |
| Kip Tellez PhD 7404 Hacienda Way, Felton, CA 95018 | Trustee | 3 | $2,000 |
| Jo Worthy PhD 1210 Windsor Road Apt 205, Austin, TX 78703 | Trustee | 3 | $2,000 |
| Patrick Scott EdD 1841 Cristobal Lane, Santa Fe, NM 87505 | Trustee | 3 | $2,000 |
| Michael Borish 137 Howick Street, Rockcliffe Ontario, K1M 0G9, CA | Trustee | 3 | $1,000 |
| Sarah McCarthey PhD 610 East South Temple Suite 110, Salt Lake City, UT 84102 | President | 5 | $0 |
| Mark Dressman PhD 610 East South Temple Suite 110, Salt Lake City, UT 84102 | Vice President | 3 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Abbott PhD 524 Oakview Drive, Nacogdoches, TX 75965 | Trustee | 3 | $2,000 |
| Phillip Wilder PhD 702B Bennett Street, Greenville, SC 29609 | Trustee | 3 | $2,000 |
| Carmen Gonzales PhD 1841 Cristobal Lane, Santa Fe, NM 87505 | Trustee | 3 | $2,000 |
| Carolyn Schubach 4514 Stratton Drive, Salt Lake City, UT 84117 | Trustee | 3 | $2,000 |
| Kip Tellez PhD 7404 Hacienda Way, Felton, CA 95018 | Trustee | 3 | $2,000 |
| Jo Worthy PhD 1210 Windsor Road Apt 205, Austin, TX 78703 | Trustee | 3 | $2,000 |
| Patrick Scott EdD 1841 Cristobal Lane, Santa Fe, NM 87505 | Trustee | 3 | $2,000 |
| Michael Borish 137 Howick Street, Rockcliffe Ontario, K1M 0G9, CA | Trustee | 3 | $1,000 |
| Sarah McCarthey PhD 610 East South Temple Suite 110, Salt Lake City, UT 84102 | President | 5 | $0 |
| Mark Dressman PhD 610 East South Temple Suite 110, Salt Lake City, UT 84102 | Vice President | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 610 E SOUTH TEMPLE STE 110, SALT LAKE CTY, UT 84102-1208
- In care of
- % SHARON E SONNENREICH
- Signed the 990-PF
- Sarah J McCarthey, President
- Phone
- (217) 351-2039
- Website
- www.mccartheydressman.org
- Return prepared by
- Todd F Brashear CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-0646265
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,704,591
- Income (IRS master file)
- $830,589
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $800,526 | $235,053 | $1,704,591 | IRS |
| 990-PF | December 2024 | $237,728 | $300,843 | $1,137,852 | XML |
| 990-PF | December 2023 | $166,386 | $280,389 | $1,202,873 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-0646265).
Questions about THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION
- What is the EIN of THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION?
- The employer identification number (EIN) of THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION is 87-0646265.
- Is THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 8 received compensation from the organization, the highest $2,000 (Judy Abbott PhD, Trustee).
- How much revenue does THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $800,526, expenses of $235,053 and total assets of $1,704,591 at year end.
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