BRENDON MCLARTY MEMORIAL FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BRENDON MCLARTY MEMORIAL FOUNDATION (EIN 81-5044833)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-27
IRS object ID
202311789349300806
Schema version
2022v5.0
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)
Return2023-06-27T08:14:44-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-06-26SignatureDt
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 Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
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$232,245GrossReceiptsAmt
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$41,952PYContributionsGrantsAmt
CY Contributions Grants$212,853CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$14,162CYOtherRevenueAmt
PY Total Revenue$41,952PYTotalRevenueAmt
CY Total Revenue$227,015CYTotalRevenueAmt
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$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$31,962CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$35,095CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$40,862CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$72,824CYTotalExpensesAmt
PY Revenues Less Expenses$41,952PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$154,191CYRevenuesLessExpensesAmt
Total Assets BOY$68,321TotalAssetsBOYAmt
Total Assets EOY$222,512TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$68,321NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$222,512NetAssetsOrFundBalancesEOYAmt
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$33,745ExpenseAmt
DescPROVIDE INHALERS TO OKLAHOMA SCHOOLS.Desc
Total Program Service Expenses$33,745TotalProgramServiceExpensesAmt
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 Document6IRPDocumentCnt
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$22,335FundraisingAmt
All Other Contributions$190,518AllOtherContributionsAmt
Total Contributions$212,853TotalContributionsAmt
Fundraising Gross Income$19,392FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$22,335ContriRptFundraisingEventAmt
Fundraising Direct Expenses$5,230FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,162TotalRevenueColumnAmt
Exclusion$14,162ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$227,015TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$14,162ExclusionAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$31,962TotalAmt
Fundraising$31,962FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,692TotalAmt
Fundraising$2,692FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,359TotalAmt
Program Services$3,487ProgramServicesAmt
Management And General$654ManagementAndGeneralAmt
Fundraising$218FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,461TotalAmt
Program Services$1,969ProgramServicesAmt
Management And General$369ManagementAndGeneralAmt
Fundraising$123FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$631TotalAmt
Management And General$631ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DONATED MEDICAL SUPPLIE$26,689$26,689
CONTRACT LABOR$2,000$1,600$300$100
MEALS$1,769$1,769
DUES & SUBSCRIPTIONS$245$245

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$16TotalAmt
Management And General$16ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$72,824TotalAmt
Program Services$33,745ProgramServicesAmt
Management And General$3,984ManagementAndGeneralAmt
Fundraising$35,095FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$68,321BOYAmt
EOY$222,512EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$68,321BOYAmt
EOY$222,512EOYAmt

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$68,321BOYAmt
EOY$222,512EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$68,321BOYAmt
EOY$222,512EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$68,321BOYAmt
EOY$222,512EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$154,191ReconcilationRevenueExpnssAmt
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 Minus2 Years$13,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,952CurrentTaxYearMinus1YearAmt
Current Tax Year$212,853CurrentTaxYearAmt
Total$267,805TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$13,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,952CurrentTaxYearMinus1YearAmt
Current Tax Year$212,853CurrentTaxYearAmt
Total$267,805TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$114,720SubstantialContributorsTotAmt
Public Support Total170$153,085PublicSupportTotal170Amt
Total Support$267,805TotalSupportAmt
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$31,962RetainedByContractorAmt
Net To Organization-$31,962NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$31,962TotalRetainedByContractorsAmt
Total Net To Organization-$31,962TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BASEBALL TOURNAMENTEvent1Nm
Gross Receipts Event1$41,727GrossReceiptsEvent1Amt
Charitable Contri Event1$22,335CharitableContriEvent1Amt
Gross Revenue Event1$19,392GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,230OtherDirectExpensesEvent1Amt
Gross Receipts Total$41,727GrossReceiptsTotalAmt
Charitable Contributions Tot$22,335CharitableContributionsTotAmt
Gross Revenue Total Events$19,392GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$5,230OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$5,230DirectExpenseSummaryEventsAmt
Net Income Summary$14,162NetIncomeSummaryAmt

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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