BRENDON MCLARTY MEMORIAL FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BRENDON MCLARTY MEMORIAL FOUNDATION (EIN 81-5044833)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-07
IRS object ID
202401289349301850
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-07T09:48:39-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731225615PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH CARNEY & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 S COMMERCE AVE SUITE 33AddressLine1Txt
CityARDMORECityNm
State AbbreviationOKStateAbbreviationCd
ZIP734013924ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN815044833EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRENDON MCLARTY MEMORIAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRENBusinessNameControlTxt
Phone5803367431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 54944AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73154ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLORI MCLARTYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5807474434PhoneNum
Signature2024-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLORIPersonFirstNm
Person LastMCLARTYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW D HOLLAND CPAPreparerPersonNm
PTINP01231202PTIN
Phone5802261227PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLORI MCLARTYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 54944AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73154ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$144,469GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRENDONMCLARTYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO EDUCATE AND EMPHASIZE THE IMPORTANCE OF ASTHMA AWARENESS. THE ORGANIZATION SUPPORTS ALL OKLAHOMA SCHOOLS WITH TRAINING AND RESCUE INHALERS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$212,853PYContributionsGrantsAmt
CY Contributions Grants$140,581CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$14,162PYOtherRevenueAmt
CY Other Revenue$548CYOtherRevenueAmt
PY Total Revenue$227,015PYTotalRevenueAmt
CY Total Revenue$141,129CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$31,962PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$29,623CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$34,323CYTotalFundraisingExpenseAmt
PY Other Expenses$40,862PYOtherExpensesAmt
CY Other Expenses$82,831CYOtherExpensesAmt
PY Total Expenses$72,824PYTotalExpensesAmt
CY Total Expenses$112,454CYTotalExpensesAmt
PY Revenues Less Expenses$154,191PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$28,675CYRevenuesLessExpensesAmt
Total Assets BOY$222,512TotalAssetsBOYAmt
Total Assets EOY$251,187TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$222,512NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$251,187NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE AWARENESS EDUCATION AND TRAINING TO PREVENT AND RECOGNIZE ASTHMA SYMPTOMS. THE ORGANIZATION HAS MADE TRAINING AND RESCUE INHALERS AVAILABLE TO ALL OKLAHOMA SCHOOLS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$69,750ExpenseAmt
DescPROVIDE INHALERS TO OKLAHOMA SCHOOLS.Desc
Total Program Service Expenses$69,750TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLORI MCLARTYPersonNm
Phone5807474434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 NW 10TH ST APT 267AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73106ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LORI MCLARTY
PRESIDENT25.00Yes (X)Yes (X)$0$0$0
VALERIE LOESCH
TREASURER15.00Yes (X)Yes (X)$0$0$0
DAVID CROSSLEY
TRUSTEE4.00Yes (X)$0$0$0
IFTIKHAR AHMAD
TRUSTEE4.00Yes (X)$0$0$0
ORSON SYKES
TRUSTEE4.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$17,750FundraisingAmt
All Other Contributions$122,831AllOtherContributionsAmt
Total Contributions$140,581TotalContributionsAmt
Fundraising Gross Income$3,888FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$17,750ContriRptFundraisingEventAmt
Fundraising Direct Expenses$3,340FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$548TotalRevenueColumnAmt
Exclusion$548ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$141,129TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$548ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,344TotalAmt
Management And General$2,344ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$29,623TotalAmt
Fundraising$29,623FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,124TotalAmt
Fundraising$3,124FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,178TotalAmt
Program Services$5,742ProgramServicesAmt
Management And General$1,077ManagementAndGeneralAmt
Fundraising$359FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$323TotalAmt
Program Services$258ProgramServicesAmt
Management And General$48ManagementAndGeneralAmt
Fundraising$17FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$654TotalAmt
Management And General$654ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DONATED MEDICAL SUPPLIE$44,550$44,550
CONTRACT LABOR$24,000$19,200$3,600$1,200
DUES & SUBSCRIPTIONS$467$467
MEALS$172$172

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19TotalAmt
Management And General$19ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$112,454TotalAmt
Program Services$69,750ProgramServicesAmt
Management And General$8,381ManagementAndGeneralAmt
Fundraising$34,323FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$222,512BOYAmt
EOY$251,187EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$222,512BOYAmt
EOY$251,187EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$222,512BOYAmt
EOY$251,187EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$222,512BOYAmt
EOY$251,187EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$222,512BOYAmt
EOY$251,187EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$28,675ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$13,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$212,853CurrentTaxYearMinus1YearAmt
Current Tax Year$140,581CurrentTaxYearAmt
Total$408,386TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$13,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$212,853CurrentTaxYearMinus1YearAmt
Current Tax Year$140,581CurrentTaxYearAmt
Total$408,386TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$188,225SubstantialContributorsTotAmt
Public Support Total170$220,161PublicSupportTotal170Amt
Total Support$408,386TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1WRITE ON FUNDRAISINGBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 N BROADWAYAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73034ZIPCd
FieldValueIRS element (for citing)
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$29,623RetainedByContractorAmt
Net To Organization-$29,623NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$29,623TotalRetainedByContractorsAmt
Total Net To Organization-$29,623TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BASEBALL TOURNAMENTEvent1Nm
Gross Receipts Event1$21,638GrossReceiptsEvent1Amt
Charitable Contri Event1$17,750CharitableContriEvent1Amt
Gross Revenue Event1$3,888GrossRevenueEvent1Amt
Other Direct Expenses Event1$3,340OtherDirectExpensesEvent1Amt
Gross Receipts Total$21,638GrossReceiptsTotalAmt
Charitable Contributions Tot$17,750CharitableContributionsTotAmt
Gross Revenue Total Events$3,888GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$3,340OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$3,340DirectExpenseSummaryEventsAmt
Net Income Summary$548NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationGRANT WRITING ASSISTANCE AND VARIOUS OTHER FUNDRAISING SUPPORT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BCOPIES OF THE TAX RETURN WERE SENT TO ALL EXECUTIVE BOARD MEMBERS FOR REVIEW AND COMMENT BEFORE THE RETURN WAS FILED.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST.

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