2023-05-15T16:48:59-05:00 2022-06-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2021-07-01 541460147 OPERATION SMILE INC OPER 7573217645 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 MATHEW THOMAS VICE PRESIDENT & HEAD OF FINANCE 7573217645 2023-05-15 1 MATHEW THOMAS 999009999 BRIAN KEARNS P02061479 7032868000 2023-05-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MATHEW THOMAS 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 92191708 0 X HTTP://WWW.OPERATIONSMILE.ORG X 1987 VA THROUGH OUR EXPERTISE IN TREATING CLEFT LIP AND CLEFT PALATE, WE CREATE (SEE SCH O). 9 6 229 4045 0 0 84997461 91151613 73469 152471 207978 382544 -33393 -180130 85245515 91506498 10112252 11721491 0 0 16526217 16850326 2003734 3661569 25247637 36613307 45459676 65255510 77693062 19990005 13813436 94902554 107979249 6904643 6566652 87997911 101412597 X SEE SCHEDULE O 0 0 20993977 6536739 39613 SEE SCHEDULE O. 26043501 5184752 112858 SEE SCHEDULE O. 47037478 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 1 1 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 1 X 73 0 1 229 1 0 1 RW VM CH MA KE BM 0 0 0 1 1 1 2 0 0 0 0 0 X 9 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA MD MA MI MN MS MT NH NJ NM NY ND OH OK OR PA RI SC TN UT VA WA WV WI X X MATHEW THOMAS 7573213205 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 WILLIAM P MAGEE JR CEO & DIRECTOR 40.00 0.10 X X 408196 0 38693 KATHLEEN S MAGEE MSW ED PRESIDENT, SECRETARY & DIRECTOR 40.00 0.20 X X 0 0 0 ROBERT JAMES BOYD III CHAIRMAN/DIRECTOR 1.00 0.00 X X 0 0 0 TODD MAGEE DIRECTOR 1.00 0.00 X 0 0 0 DOMINIC MICHAEL GIOFFRE JR DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER ANDERSON TREASURER AND DIRECTOR 1.00 0.00 X X 0 0 0 STEVE RODOSKY DIRECTOR 1.00 0.00 X 0 0 0 BRUCE SMITH DIRECTOR 1.00 0.00 X 0 0 0 JAMES POISANT DIRECTOR 1.00 0.00 X 0 0 0 MATHEW THOMAS VP, HEAD OF FINANCE 40.00 0.00 X 0 0 0 JAMES SITI CHIEF OPERATING OFFICER 40.00 0.00 X 271669 0 38506 RUBEN AYALA CHIEF MEDICAL OFFICER 40.00 0.10 X 226394 0 31072 KENDRA DAVENPORT CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 336733 0 33471 CRAIG ANDERSON CHIEF FINANCIAL OFFICER 40.00 0.00 X 231924 0 35640 LISA JARDANHAZY VP GLOBAL MEDIA STRATEGY & PR 40.00 0.00 X 141686 0 27269 KRISTIE PORCARO CHIEF STRATEGY OFFICER 40.00 0.00 X 225137 0 30240 JOANNE BOWERS VP INTEGRATED DIRECT MKTG 40.00 0.00 X 184391 0 22138 FREDERICK FACKA DIRECTOR PLANNED GIVING 40.00 0.00 X 183770 0 18306 PATRICIA BACUROS VICE PRESIDENT GIFT IN KIND 40.00 0.00 X 173632 0 27178 AMBER LEONTI ASST VP, US PHILANTHROPY 40.00 0.00 X 171506 0 27094 2555038 0 329607 25 0 1 0 ONE & ALL INC 2 NORTH LAKE AVENUE SUITE 600 PASADENA CA 91101 FUNDRAISING COUNSEL 4403887 MDS COMMUNICATION CORPORATION 545 WEST JUANITA AVENUE MESA AZ 85710 TELEFUNDRAISING SERVICES 1580308 BLACKBAUD 65 FAIRCHILD STREET CHARLESTON SC 29492 CONSULTING 676529 ONE HUNDRED INC 1285 AVENUE OF THE AMERICAS 5TH FL NEW YORK NY 10019 CONSULTING 652502 AEGIS PROCESSING SOLUTIONS 240 SE MADISON TOPEKA KS 66607 KEYING AND CAGING 483094 20 40088 1092566 130754 89888205 3908243 91151613 YOUTH CONFERENCES 900099 112528 112528 MERCHANDISE SALES 900099 30839 30839 MISSIONS 900099 9104 9104 152471 342923 342923 399159 134790 399583 94745 -424 40045 39621 39621 80935 1092566 190882 -109947 -109947 MISCELLANEOUS 900099 119 119 CURRENCY LOSS 900099 -70302 -70302 -70183 91506498 152471 0 202414 14524 14524 65216 65216 11641751 11641751 1956350 771814 461375 723161 238000 238000 11517308 7642824 1356600 2517884 715436 467552 58345 189539 1403425 891999 155023 356403 1019807 678906 120144 220757 94432 53187 22914 18331 210486 119153 57380 33953 3661569 3661569 150 83 37 30 6985959 5136562 532335 1317062 16467173 808390 447427 15211356 2277880 1117373 1127694 32813 1771015 974058 354203 442754 581372 381614 109360 90398 3027863 2824410 35399 168054 180099 131246 15573 33280 14618 8040 3654 2924 1410698 828206 484612 97880 294408 251868 22739 19801 PUBLIC AWARENESS 6531359 6531359 MISSION SUPPLIES 5386928 5357996 6586 22346 OTHER EXPENSE 188350 101347 36547 50456 BAD DEBT 36886 36886 77693062 47037478 5407947 25247637 X 24414020 7854955 1044964 15514101 48322552 59652625 10858481 10666301 10926114 12166365 1297791 1742721 1977809 1974118 2046822 3113956 27466253 8803090 19472985 18663163 94902554 107979249 5733144 4828328 27263 193644 1144236 1544680 6904643 6566652 X 70799801 84759421 17198110 16653176 87997911 101412597 94902554 107979249 X 13813436 -399141 391 X 0 1 X 1 0 X 73125070 78118871 87049298 84997461 91151613 414442313 73125070 78118871 87049298 84997461 91151613 414442313 414442313 67203 41214 213128 227413 342923 891881 11021 70424 71238 15741 119 168543 415502737 3334694 0.99740 0.99800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 11,021. 2018 AMOUNT: $ 70,424. 2019 AMOUNT: $ 71,238. 2020 AMOUNT: $ 15,741. 2021 AMOUNT: $ 119. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: OPERATION SMILE IS A GLOBAL SURGICAL NONPROFIT THAT IMPROVES THE HEALTH AND DIGNITY OF PATIENTS LIVING WITH CLEFT LIP AND CLEFT PALATE IN LOW- AND MIDDLE-INCOME COUNTRIES. SINCE 1982, OPERATION SMILE HAS BEEN COMMITTED TO PROVIDING PATIENTS WITH HEALTH THAT LASTS THROUGH LIFE-SAVING CLEFT SURGERIES AND COMPREHENSIVE CARE, HELPING THEM TO BETTER BREATHE, EAT, SPEAK AND LIVE LIVES OF GREATER QUALITY AND CONFIDENCE. ITS TRAINING AND EDUCATION PROGRAMS ELEVATE SAFE SURGICAL STANDARDS AND STRENGTHEN A GLOBAL NETWORK TO REACH MORE PEOPLE EARLIER IN THEIR LIVES. LOBBYING IS AN IMPORTANT MEDIUM BY WHICH OPERATION SMILE RAISES AWARENESS ABOUT THE SIGNIFICANT AND OFTEN DEBILITATING ISSUE INVOLVING THE FOREGOING. DURING THE TAX YEAR ENDED 6/30/2022, OPERATION SMILE SUPPORTED THE FOLLOWING PROPOSED INITIATIVE: 1. G4 ALLIANCE US GOVERNMENT RESOURCE MOBILIZATION WORKING GROUP, ADVOCATING FOR INCLUSION OF LANGUAGE TO SUPPORT SURGICAL SYSTEMS IN THE UNITED STATES, FOREIGN OPERATIONS, AND RELATED PROGRAMS (SFOPS) FOR 2023. OPERATION SMILE ALSO PAYS DUES AND MEMBERSHIP FEES OF WHICH AN INSUBSTANTIAL PORTION MAY BE USED BY OUR PARTNERS FOR LOBBYING ACTIVITIES. 936995 125000 6317 1068312 935000 1995 936995 935000 935000 0.00000 1.00000 0.00000 0 0 3094293 3094293 16722329 3450585 13271744 11330 5168 6162 6935635 4866368 2069267 702666 480969 221697 18663163 REFUNDABLE ADVANCES 38926 CAPITAL LEASE OBLIGATIONS 1505754 1544680 111520400 -398717 20412619 20013902 91506498 0 91506498 98105290 20412619 20412619 77692671 391 391 77693062 PART V, LINE 4: THE INCOME GENERATED FROM THE ENDOWMENT WILL BE USED TO PROVIDE SUPPORT AND FUNDING FOR THE TREATMENT OF CLEFT LIP AND PALATES. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER ADJUSTMENTS 391. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 EDUCATION EDUCATION 101192 CENTRAL AMERICA AND THE CARIBBEAN 0 FUNDRAISING 19285 CENTRAL AMERICA AND THE CARIBBEAN 0 GRANT MAKING 2011479 CENTRAL AMERICA AND THE CARIBBEAN 0 4 MISSIONS MISSION 319195 EAST ASIA AND THE PACIFIC 0 EDUCATION EDUCATION 798456 EAST ASIA AND THE PACIFIC 0 1 FUNDRAISING 106531 EAST ASIA AND THE PACIFIC 0 GRANT MAKING 468323 EAST ASIA AND THE PACIFIC 0 2 MISSIONS MISSION 1678783 EUROPE 0 EDUCATION EDUCATION 501346 EUROPE 0 2 FUNDRAISING 278502 EUROPE 0 GRANT MAKING 11603 EUROPE 0 MISSIONS MISSION 51456 MIDDLE EAST AND NORTH AFRICA 0 EDUCATION EDUCATION 105561 MIDDLE EAST AND NORTH AFRICA 0 FUNDRAISING 3076 MIDDLE EAST AND NORTH AFRICA 0 GRANT MAKING 1658067 MIDDLE EAST AND NORTH AFRICA 0 4 MISSIONS MISSION 699763 NORTH AMERICA 0 EDUCATION EDUCATION 289917 NORTH AMERICA 0 FUNDRAISING 107356 NORTH AMERICA 0 GRANT MAKING 787530 NORTH AMERICA 0 2 MISSIONS MISSION 47080 RUSSIA AND THE NEIGHBORING STATES 0 EDUCATION EDUCATION 239 RUSSIA AND THE NEIGHBORING STATES 0 GRANT MAKING 16140 RUSSIA AND THE NEIGHBORING STATES 0 MISSIONS MISSION 50 SOUTH AMERICA 0 3 EDUCATION EDUCATION 269012 SOUTH AMERICA 0 2 FUNDRAISING 25713 SOUTH AMERICA 0 GRANT MAKING 2715536 SOUTH AMERICA 0 5 MISSIONS MISSION 307068 SOUTH ASIA 0 EDUCATION EDUCATION 76071 SOUTH ASIA 0 FUNDRAISING 1159 SOUTH ASIA 0 GRANT MAKING 993274 SOUTH ASIA 0 11 MISSIONS MISSION 189027 SUB-SAHARAN AFRICA 3 30 EDUCATION EDUCATION 1984451 SUB-SAHARAN AFRICA 0 FUNDRAISING 33125 SUB-SAHARAN AFRICA 0 GRANT MAKING 2874267 SUB-SAHARAN AFRICA 0 12 MISSIONS MISSION 1171815 0 7 3 71 3 78 5503244 15198204 20701448 CENTRAL AMERICA AND THE CARIBBEAN MISSIONS 136023 WIRE 59843 EQUIPMENT COST CENTRAL AMERICA AND THE CARIBBEAN MISSIONS 699693 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN MISSIONS 538901 WIRE 383 EQUIPMENT COST CENTRAL AMERICA AND THE CARIBBEAN MISSIONS 450379 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN MISSIONS 126257 WIRE 0 EAST ASIA AND THE PACIFIC MISSIONS 333027 WIRE 8100 EQUIPMENT COST EAST ASIA AND THE PACIFIC MISSIONS 127196 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) CAPACITY BUILDING 11603 WIRE 0 MIDDLE EAST AND NORTH AFRICA MISSIONS 157892 WIRE 1784 EQUIPMENT COST MIDDLE EAST AND NORTH AFRICA MISSIONS 323173 WIRE 30746 EQUIPMENT COST MIDDLE EAST AND NORTH AFRICA MISSIONS 1107750 WIRE 1228 EQUIPMENT COST MIDDLE EAST AND NORTH AFRICA MISSIONS 4082 WIRE 19411 EQUIPMENT COST MIDDLE EAST AND NORTH AFRICA MISSIONS 12000 WIRE 0 NORTH AMERICA CAPACITY BUILDING 592890 WIRE 0 NORTH AMERICA MISSIONS 187436 WIRE 7205 EQUIPMENT COST RUSSIA AND NEIGHBORING STATES MISSIONS 16140 WIRE 0 SOUTH AMERICA MISSIONS 161189 WIRE 0 SOUTH AMERICA MISSIONS 283528 WIRE 0 SOUTH AMERICA MISSIONS 1332373 WIRE 0 SOUTH AMERICA MISSIONS 325114 WIRE 0 SOUTH AMERICA MISSIONS 107609 WIRE 25622 EQUIPMENT COST SOUTH AMERICA MISSIONS 281315 WIRE 35871 EQUIPMENT COST SOUTH AMERICA MISSIONS 157791 WIRE 5124 EQUIPMENT COST SOUTH ASIA MISSIONS 993274 WIRE 0 SUB-SAHARAN AFRICA MISSIONS 301458 WIRE 0 SUB-SAHARAN AFRICA MISSIONS 25502 WIRE 0 SUB-SAHARAN AFRICA MISSIONS 500483 WIRE 0 SUB-SAHARAN AFRICA MISSIONS 52958 WIRE 204325 EQUIPMENT COST SUB-SAHARAN AFRICA MISSIONS 806340 WIRE 14402 EQUIPMENT COST SUB-SAHARAN AFRICA MISSIONS 22294 WIRE 0 SUB-SAHARAN AFRICA CAPACITY BUILDING 165666 WIRE 155773 EQUIPMENT COST SUB-SAHARAN AFRICA CAPACITY BUILDING 244857 WIRE 0 SUB-SAHARAN AFRICA CAPACITY BUILDING 376978 WIRE 0 34 10 FELLOWSHIPS SOUTH AMERICA 2 90157 WIRE N/A FELLOWSHIPS SUB-SAHARAN AFRICA 7 177844 WIRE N/A FELLOWSHIPS EUROPE 1 45686 WIRE N/A 1 0 1 0 0 0 PART I, LINE 2: OPERATION SMILE MONITORS AND REVIEWS GRANT REQUESTS FOR ALIGNMENT WITH OUR PROGAMMATIC GOALS AND ADHERENCE TO ELIGIBILITY REQUIREMENTS. ALL GRANT RECIPIENTS SUBMIT REPORTS DETAILING THE USE OF THE GRANT FUNDS. THESE REPORTS ARE VERIFIED BY OPERATION SMILE AND REVIEWED FOR TIMELINESS, CONTENT, ACCURACY, AND APPROPRIATE SUPPORTING DOCUMENTATION TO SUBSTANTIATE THE USE OF FUNDS. WE HAVE ONGOING COMMUNICATION AND FREQUENT ONSITE VISITS WITH OUR PARTNER FOUNDATIONS TO ENSURE GRANT REQUIREMENTS ARE BEING MET, APPROPRIATE DOCUMENTATION IS MAINTAINED, AND TO PROVIDE ASSISTANCE AS NEEDED. PART III ACCOUNTING METHOD: X X X X X X 1 ONE AND ALL INC 2 N LAKE AVE STE 600 PASADENA CA 91101 DR CONSUL 0 21816318 278224 21538094 FULL HEARTS 245 N LAKE AVE 312 PASADENA CA 91101 DR CONSUL 0 17849935 839188 17010747 MDS COMMUNICATIONS 545 W JUANITIA AVE MESA AZ 12224 TELEMARKET 0 3205632 1661052 1544580 ACTIVE ENGAGEMENT 117 E MARKET ST STE 300 LEESBURG VA 20176 MARKETING 0 11206 0 11206 42883091 2778464 40104627 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NH NJ NM NY NC ND OH OK OR PA RI SC SD TN UT VA WA WV WI PARK CITY EVENT 368080 354930 13150 9108 32524 1300 6014 HOUSTON GALA 293460 255124 38336 2480 47843 1223 1 511961 482512 29449 11165 23403 29750 26072 1173501 1092566 80935 22753 103770 31050 33309 190882 -109947 SCHEDULE G, PART I, LINE 2B, COLUMN (V) OPERATION SMILE HAS AN AGREEMENT WITH ONE AND ALL, INC. TO PROVIDE SERVICES RELATED TO OUR DIRECT RESPONSE FUNDRAISING AND PUBLIC AWARENESS CAMPAIGNS AND RESEARCH. THESE SERVICES INCLUDE PROFESSIONAL FUNDRAISING, CREATIVE SERVICES, FUNDRAISING STRATEGY DEVELOPMENT, LIST SERVICES AND PRINTING/PRODUCTION/MAILING. PAYMENTS TO ONE AND ALL, INC. IN THE TAX YEAR TOTALED $7,402,904 OF WHICH ONE AND ALL, INC. RETAINED APPROXIMATELY 4%. OPERATION SMILE HAS AN AGREEMENT WITH WE ARE CHANGEMAKERS, INC., DBA FULL HEARTS TO PROVIDE SERVICES RELATED TO ITS DIRECT RESPONSE TELEVISION FUNDRAISING AND PUBLIC AWARENESS CAMPAIGNS. THESE SERVICES INCLUDE PROFESSIONAL FUNDRAISING, CREATIVE SERVICES, FUNDRAISING STRATEGY DEVELOPMENT, TV PRODUCTION, MEDIA BUYING/SYNDICATION, PHONE CENTER QUALITY ASSURANCE, AND CONSULATION REGARDING DIGITAL PRESENCE. PAYMENTS TO WE ARE CHANGEMAKERS, INC., DBA FULL HEARTS IN THE TAX YEAR TOTALED $12,794,438 OF WHICH FULL HEARTS RETAINED APPROXIMATELY 7%. 1 FELLOWSHIPS 2 65216 PART I, LINE 2: OPERATION SMILE, INC. MAKES GRANTS TO DOMESTIC ORGANIZATIONS THAT ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS 501(C)(3) ORGANIZATIONS AND OTHER CHARITABLE ORGANIZATIONS. THE STIPENDS REPRESENTS PAYMENTS FOR FELLOWSHIPS. X 1 1 X X X 1 0 0 0 0 0 0 0 0 WILLIAM P MAGEE JR CEO & DIRECTOR 408196 0 0 0 0 0 25178 0 13515 0 446889 0 0 0 KENDRA DAVENPORT CHIEF DEVELOPMENT OFFICER 336733 0 0 0 0 0 24945 0 8526 0 370204 0 0 0 JAMES SITI CHIEF OPERATING OFFICER 271669 0 0 0 0 0 25686 0 12820 0 310175 0 0 0 CRAIG ANDERSON CHIEF FINANCIAL OFFICER 231924 0 0 0 0 0 22102 0 13538 0 267564 0 0 0 RUBEN AYALA CHIEF MEDICAL OFFICER 226394 0 0 0 0 0 20915 0 10157 0 257466 0 0 0 KRISTIE PORCARO CHIEF STRATEGY OFFICER 225137 0 0 0 0 0 20991 0 9249 0 255377 0 0 0 JOANNE BOWERS VP INTEGRATED DIRECT MKTG 183391 0 1000 0 0 0 12814 0 9324 0 206529 0 0 0 FREDERICK FACKA DIRECTOR PLANNED GIVING 113770 0 70000 0 0 0 5832 0 12474 0 202076 0 0 0 PATRICIA BACUROS VICE PRESIDENT GIFT IN KIND 172632 0 1000 0 0 0 15959 0 11219 0 200810 0 0 0 AMBER LEONTI ASST VP, US PHILANTHROPY 138506 0 33000 0 0 0 15702 0 11392 0 198600 0 0 0 LISA JARDANHAZY VP GLOBAL MEDIA STRATEGY & PR 140186 0 1500 0 0 0 13622 0 13647 0 168955 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL OPERATION SMILE, INC. POLICY ALLOWS FOR UPGRADES TO FIRST-CLASS AIR TRAVEL IN LIMITED CIRCUMSTANCES FOR CEO, PRESIDENT, COO, CDO, CFO, CHIEF LOGISTICS OFFICER AND CHIEF MEDICAL OFFICER WHEN POSSIBLE. UPGRADES ARE PAID FOR WITH AIRLINE POINTS. THESE UPGRADES WERE NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. PART I, LINE 4A SEVERANCE PAYMENTS KENDRA DAVENPORT'S OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II COLUMN (B) (III) INCLUDES $84,525 REPRESENTING SEVERANCE PAYMENTS RECEIVED BY MS. KENDRA DAVENPORT DURING 2022. KRISTIE PORCARO DAUGHTER OF CEO & PRES 252525 EMPLOYMENT 0 WILLIAM MAGEE III SON OF CEO & PRESIDENT 105000 PROFESSIONAL SERVICES 0 BRIDGETTE CLIFFORD DAUGHTER OF CEO & PRESIDENT 42071 EMPLOYMENT 0 X 39 399583 FMV X 366 3494714 COST X CRYPTOCURRENCY 14 13946 FMV 2 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED THROUGHOUT THE YEAR FOR EACH TYPE OF PROPERTY LISTED. FORM 990, PART I, LINE 1 - ORGANIZATION'S MISSION THROUGH OUR EXPERTISE IN TREATING CLEFT LIP AND CLEFT PALATE, WE CREATE SOLUTIONS THAT DELIVER SAFE SURGERY TO PEOPLE WHERE IT'S NEEDED MOST. FORM 990 PART III LINE 1 - ORGANIZATION'S MISSION THROUGH OUR EXPERTISE IN TREATING CLEFT LIP AND CLEFT PALATE, WE CREATE SOLUTIONS THAT DELIVER SAFE SURGERY TO PEOPLE WHERE IT'S NEEDED MOST. OUR MEDICAL PROGRAMMING DELIVERS RELIEF FOR IMMEDIATE NEED AND DEVELOPS RESOURCES FOR SUSTAINABLE SOLUTIONS SO PARTNERING COUNTRIES CAN MEET ONGOING SURGICAL NEEDS BEYOND CLEFT CARE. WE ENGAGE PUBLIC-PRIVATEPARTNERSHIPS TO ADVANCE HEALTH CARE DELIVERY, TRAIN LOCAL MEDICAL PROFESSIONALS TO PROVIDE SURGICAL CARE FOR PATIENTS IN THEIR COMMUNITIES, DONATE CRUCIAL MEDICAL EQUIPMENT AND SUPPLIES, AND INCREASE ACCESS TO SURGICAL CARE THROUGH PATIENT RECRUITMENT AND ADVOCACY INITIATIVES SO THAT EVERYONE LIVING WITH CLEFT IS TREATED. OUR SERVICES ARE ALWAYS FREE OF CHARGE TO OUR PATIENTS. AS ONE OF THE LARGEST MEDICAL VOLUNTEER-BASED NONPROFITS, WE WORK WITH MILLIONS OF PEOPLE, INCLUDING DONORS, VOLUNTEERS, STUDENT LEADERS, STAFF, NATIONAL GOVERNMENTS, HEALTH SYSTEMS AND OTHER GROUPS TO IMPROVE DIGNITY AND HEALTH THROUGH SAFE SURGERY. TOGETHER WITH THESE PARTNERS, WE LEAD RESEARCH TO EXPAND OUR UNDERSTANDING OF THE CAUSES OF CLEFT CONDITIONS AND, ULTIMATELY, TO DISCOVER PREVENTATIVE TREATMENTS. WE INSPIRE COMPASSION AND LEADERSHIP TO BUILD SURGICAL CAPACITY WORLDWIDE. FOR MORE THAN THREE DECADES, WE HAVE MOBILIZED THOUSANDS OF MEDICAL VOLUNTEERS FROM A WIDE RANGE OF MEDICAL SPECIALTIES FROM MORE THAN 81 COUNTRIES. WE ARE COMMITTED TO ENDING PEOPLE'S NEEDLESS SUFFERING AND ENCOURAGE THE PUBLIC TO KNOW MORE ABOUT CLEFT CONDITIONS AND THEIR TREATMENT. WE ARE COMMITTED TO PROVING THAT IT'S POSSIBLE TO CHANGE THE WORLD THROUGH KINDNESS AND GENEROSITY. FORM 990, PART III, LINE 4A - PROGRAM SERVICE IN COORDINATION WITH INTERNATIONAL GOVERNMENTS AND MINISTRIES OF HEALTH, THE ORGANIZATION ADDRESSES SYSTEMIC BARRIERS WITHIN HEALTH SYSTEMS THAT CAN PREVENT SURGICAL CARE FROM BEING DELIVERED OR RECEIVED. OPERATION SMILE PROVIDED MORE THAN 20,776 PATIENTS WITH SURGERY AND DENTAL CARE VIA ITS SHORT-TERM MEDICAL PROGRAMS AND CARE CENTERS IN 28 COUNTRIES. WHILE THE ORGANIZATION CONDUCTED 151 SHORT-TERM MEDICAL PROGRAMS, ALL OF WHICH WERE CONDUCTED BY A MAJORITY OF LOCAL MEDICAL VOLUNTEERS, IT POSTPONED MANY PROGRAMS THROUGHOUT THE YEAR DUE TO GOVERNMENT RESTRICTIONS AND SAFETY MEASURES RELATED TO COVID-19 TO ENSURE THE SAFETY OF PATIENTS, STAFF AND MEDICAL VOLUNTEERS. CLINICAL CARE INCREASED IN QUARTERS THREE AND FOUR AS THE ORGANIZATION ADAPTED TO THE NEW CONDITIONS BROUGHT ON BY THE PANDEMIC. OPERATION SMILE ADDRESSED IMMEDIATE RELIEF BY PROVIDING TEST KITS, SAFETY EQUIPMENT, SUPPLIES, TELEHEALTH SERVICES, NUTRITIONAL AID AND OTHER SUPPORT TO PATIENTS, HEALTH CARE WORKERS, HOSPITALS AND OTHER LOCAL PARTNERS IN NEED. IT WILL CONTINUE TO ASSESS SURGICAL SAFETY AND PROVIDE SERVICE DELIVERY THROUGH HOSPITAL PARTNERSHIPS AND CARE CENTERS, PATIENT MANAGEMENT, NONSURGICAL INTERVENTIONS AND NGO PARTNERSHIP DEVELOPMENT. FORM 990, PART III, LINE 4B - PROGRAM SERVICE OPERATION SMILE RAISES AWARENESS OF CLEFT LIP AND CLEFT PALATE AND ITS EFFECTS ON PATIENTS' QUALITY OF LIFE AND HEALTH. THROUGH VARIOUS COMMUNICATION CHANNELS INCLUDING DIGITAL AND TRADITIONAL MEDIA, IT SEEKS TO EDUCATE THE PUBLIC AND DONORS ABOUT THE SURGERIES AND COMPREHENSIVE CARE IT PROVIDES. ALSO, CRITICAL INFORMATION IS PROVIDED TO PATIENTS, THEIR FAMILIES AND COMMUNITIES TO PROMOTE ACCESS TO LOCAL HEALTH RESOURCES AND ESSENTIAL CLEFT TREATMENTS INCLUDING SPEECH THERAPY, PSYCHOLOGICAL, NUTRITION AND DENTAL CARE. PREVENTION-RELATED MESSAGING IS HIGHLY ACTIONABLE AND FOCUSED ON PRENATAL MATERNAL SMOKING CESSATION, FOOD PREPARATION AND DIET, EXPOSURE TO HARMFUL ENVIRONMENTAL AGENTS AND OTHER FACTORS. ITS STUDENT PROGRAMS ALSO CREATE AWARENESS AMONG YOUNGER GENERATIONS OF LEADERSHIP TO ACTIVATE THEIR SERVICE AS VOLUNTEERS AND ADVOCATES. OPERATION SMILE ESTABLISHES PARTNERSHIPS WITH LEADING MEDICAL AND TEACHING INSTITUTIONS TO STRENGTHEN THE SKILLSETS OF CLINICIANS IN LOW- AND MIDDLE-INCOME COUNTRIES. ITS HEALTH CARE TRAINING PROGRAMS INCLUDE IN-PERSON AND VIRTUAL CONFERENCES, SEMINAR WORKSHOPS, SURGICAL TRAINING ROTATION PROGRAMS, VISITING PROFESSORSHIPS, AND SHORT- AND LONG-TERM FELLOWSHIPS. OPERATION SMILE FUNDS RESEARCH PROGRAMS IN COLLABORATION WITH ACADEMIC AND HOSPITAL PARTNERS TO IDENTIFY GENETIC AND ENVIRONMENTAL RISK FACTORS RELATED TO CLEFT CONDITIONS TO ONE DAY PROVIDE PREVENTATIVE TREATMENTS AND INTERVENTIONS. IT ALSO CONDUCTS EPIDEMIOLOGICAL AND PUBLIC HEALTH ANALYSES TO UNDERSTAND PATIENT POPULATIONS AND THE SURGICAL BURDEN OF DISEASE RELATED TO CLEFT LIP AND CLEFT PALATE. THESE RESEARCH PROGRAMS ALLOW IT TO PROVIDE BETTER CARE FOR THE PEOPLE IT SERVES AND CONTRIBUTE TO THE ACADEMIC AND PRACTICAL ADVANCEMENT OF THE GLOBAL HEALTH AND GLOBAL SURGERY COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM P. MAGEE, JR., DIRECTOR AND CEO, IS THE SPOUSE OF KATHLEEN S. MAGEE, DIRECTOR AND PRESIDENT. KRISTIE PORCARO, SVP US & GLOBAL PHILANTHROPY, IS THE DAUGHTER OF WILLIAM P. MAGEE, JR., DIRECTOR AND CEO, AND KATHLEEN S. MAGEE, DIRECTOR AND PRESIDENT. TODD MAGEE, A BOARD MEMBER IS THE SON OF WILLIAM P. MAGEE, JR., DIRECTOR AND CEO AND KATHLEEN S. MAGEE, DIRECTOR AND PRESIDENT. WILLIAM MAGEE III, INDEPENDENT CONTRACTOR IS THE SON OF WILLIAM P. MAGEE, JR., DIRECTOR AND CEO AND KATHLEEN S. MAGEE, DIRECTOR AND PRESIDENT. BRIDGETTE CLIFFORD, DIRECTOR OF STUDENT STRATEGIC INITIATIVE, IS THE DAUGHTER OF WILLIAM P. MAGEE, JR., DIRECTOR AND CEO AND KATHLEEN S. MAGEE, DIRECTOR AND PRESIDENT. TODD MAGEE, WILLIAM MAGEE III, KRISTIE PORCARO, AND BRIGETTE CLIFFORD ARE SIBLINGS. FORM 990, PART VI, SECTION B, LINE 11B AFTER COMPLETION OF THE 990 BY OPERATION SMILE FINANCE DEPARTMENT, WITH ASSISTANCE FROM KPMG, THE COMPLETED 990 IS FORWARDED TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. THE CHAIRMAN OF THE FINANCE COMMITTEE REVIEWS THE 990 AND SUPPORTING DOCUMENTATION. ALL COMMENTS ARE ADDRESSED BY THE FINANCE DEPARTMENT PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE CONFLICT OF INTEREST REPORTING IS REVIEWED BY THE BOARD. ADDITIONALLY, AND ROUTINELY, THE BOARD REQUESTS ALL CONFLICTS OF INTEREST TO BE DISCLOSED AND/OR UPDATED. THE ORGANIZATION HAS AN EXTENSIVE CONFLICT OF INTEREST POLICY THAT REQUIRES ANY OFFICER, DIRECTOR, OR EMPLOYEE WITH A CONFLICT OR POTENTIAL CONFLICT OF INTEREST TO DISCLOSE ALL RELEVANT INFORMATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER KEY EMPLOYEES IS DETERMINED BY COMPARING SIMILAR POSITIONS WITH COMPARABLE DUTIES AT OTHER ORGANIZATIONS AND REVIEWING THE HISTORY OF COMPENSATION FOR THAT POSITION AT OPERATION SMILE. THERE IS INDEPENDENT BOARD APPROVAL FOR THE COMPENSATION OF THESE EMPLOYEES AS NOTED IN THE MINUTES OF THE DIRECTOR MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT OPERATION SMILE GLOBAL HEADQUARTERS, 3641 FACULTY BOULEVARD, VIRGINIA BEACH, VA 23453. ADDITIONALLY, FINANCIAL STATEMENTS AND THE 990 ARE ALSO AVAILABLE ON OUR WEBSITE AND THE GUIDESTAR WEBSITE: WWW.OPERATIONSMILE.ORG AND WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: OTHER ADJUSTMENTS 391. OS HQ LLC 3641 FACULTY BOULEVARD VIRGINIA BEACH VA 23453 541460147 GLOBAL HQ VA 0 4547597 OP SMILE OPERATION SMILE FOUNDATION FORTIS SUITES UPPER HILL SUITE D5 NAIROBI KE HEALTHCARE KE OPERATION SMILE C 1.00000 1 OPERATION SMILE MYANMAR COMPANY LIMITED 504 6TH FL BLDG MIDDLE SHWE GONE BAHAN TSP YANGON BM HEALTHCARE BM OPERATION SMILE C 9204 24885 1.00000 1 CHARITABLE REMAINDER TRUST (2) 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 SPLIT INTR AGR VA N/A T 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARITABLE REMAINDER TRUSTS C 101018 FMV