BRENDON MCLARTY MEMORIAL FOUNDATION (EIN 815044833) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

LORI MCLARTY

Phone

5803367431

Tax Period

2024-01-01 to 2024-12-31

BRENDON MCLARTY MEMORIAL FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $283K in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $196K, a strong 69% operating margin.

Mission

TO EDUCATE AND EMPHASIZE THE IMPORTANCE OF ASTHMA AWARENESS. THE ORGANIZATION SUPPORTS ALL OKLAHOMA SCHOOLS WITH TRAINING AND RESCUE INHALERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $275,174

Program Service Revenue $0

Investment Income $0

Other Revenue $7,541

TOTAL REVENUE $282,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,421

Program Expenses $75,005

Other Expenses $85,552

TOTAL EXPENSES $86,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$282,715	$141,129	+1.0%
Expenses	$86,552	$112,454	-0.2%
Net Income	$196,163	$28,675	+5.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI MCLARTY	PRESIDENT	25.00	Officer Director	$0	$0	$0
VALERIE LOESCH	TREASURER	15.00	Officer Director	$0	$0	$0
DAVID CROSSLEY	TRUSTEE	4.00	Director	$0	$0	$0
IFTIKHAR AHMAD	TRUSTEE	4.00	Director	$0	$0	$0
ORSON SYKES	TRUSTEE	4.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$282,715	$86,552	$447,350	$196,163
2023	$141,129	$112,454	$251,187	$28,675
2022	$227,015	$72,824	$222,512	$154,191

BRENDON MCLARTY MEMORIAL FOUNDATION