2015-12-21T11:32:17-06:00 2015-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2014-07-01 541460147 Operation Smile Inc % Ernest Zinn OPER 7573217645 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 E WAYNE ZINN COO 7573217645 2015-12-21 true Jocelyne Miller P00634378 7032868000 2014 2016-04-25 22:37:26Z KATHLEEN S MAGEE 3641 FACULTY BOULEVARD VIRGINIA BEACH VA 23453 67469329 false X http://www.operationsmile.org X 1987 VA WE PROVIDE FREE LIFE CHANGING SURGERY TO PEOPLE IN NEED ACROSS THE WORLD. WE TRAIN LOCAL MEDICAL PROFESSIONALS, DONATE EQUIPMENT AND SUPPLIES, AND EDUCATE THE PUBLIC. 9 7 176 5400 0 58548233 66062262 542233 848070 14837 12532 -560707 -650094 58544596 66272770 12144406 8204726 0 0 9135324 10971215 3281555 2896717 16463932 44973162 34717049 69534447 56789707 -10989851 9483063 38618975 47630756 15829472 15368790 22789503 32261966 X Operation Smile is a children's medical charity that has a presence in more than 60 countries to provide free, safe treatment and surgery for those who suffer from facial deformities such as cleft lip, cleft palate, and other surgically amenable conditions. The organization works to build self-sufficiency and sustainable healthcare infrastructures in our host countries. To do this, Operation Smile trains local doctors to treat children in their own communities, donates crucial medical equipment and supplies, builds public-private partnerships, and creates and mentors in-country Foundations to increase capacity. Operation Smile is committed to raising public awareness, educating, and serving as an advocate for children born with cleft lip and cleft palate, and the need for safe, well timed, effective surgery. Through partnerships, Operation Smile is conducting research to ultimately help prevent the number of new children born with clefts by identifying the root causes. By inspiring act false false 16250790 1488192 443861 Operation Smile provides free, safe reconstructive surgery for children and adults suffering from clefts. Treatment is delivered in some of the most remote regions of the world by local and international medical volunteers during surgical programs, as well as through 37 Operation Smile centers providing year-round patient care. In addition to providing treatment, Operation Smile works to understand and then address the barriers patients face in accessing care. The first medical mission in 1982 to the Philippines was the genesis by which the co-founders started the organization that exists today. Over its 33-year history, the organization has performed more than 240,000 surgeries. During the fiscal year, Operation Smile hosted 161 medical missions in 112 sites around the world - including 27 new sites in some of the poorest regions of the world - and provided free surgical care for 12,709 children and adults. Nearly 73% of medical professionals volunteering with Operation Smile during the fiscal year were from low and middle income countries. During the fiscal year, Operation Smile's medical volunteers provided approximately 365,000 hours of free care for Operation Smile's patients. At our centers, over 99,900 specialty consultations were conducted during the fiscal year, and 27% of patients operated on during the fiscal year received their surgery at one of these centers. Examples of additional services offered at these centers include post-operative care, counseling, speech therapy, dentistry, orthodontics, nutrition as well as ongoing training and education. Operation Smile's U.S. Care Network is a referral service available to families seeking care for children with cleft deformities in the United States. During the fiscal year, the U.S. Care Network responded to 241 people requesting assistance. Four children whose deformities were too severe and complex to be cared for during an Operation Smile mission received treatment through our World Care program. Finally, Operation Smile provides a significant number of dental services to patients, in order to ensure comprehensive oral care. During the fiscal year, sixteen dental missions were held and 17,200 dental procedures performed during the missions and at centers. 17106375 6716534 404209 Public Education and Research: Operation Smile is dedicated to raising awareness of the life-threatening issue of clefts, as well as providing lasting solutions allowing children to be healed regardless of financial standing. Operation Smile advocates for safe surgery as a global health priority through partnerships with leading medical institutions and other nonprofit organizations around the world. To research the cause of clefting, Operation Smile engages in partnerships, so we can work toward reducing the incidence of clefts. For example, Operation Smile piloted the International Family Study to examine genetic characteristics of clefts. To educate the public and global communities about the issues surrounding clefts, Operation Smile conducts ongoing communications to create a greater awareness for the global need, as well as delivers messages providing information and guidance for families on how to prevent clefts and what steps to take when a child is born with a cleft. Operation Smile has mobilized hundreds of thousands of medical, community and student volunteers worldwide to help us educate the public about the cleft cause. More than 900 student clubs and associations in approximately 50 countries channel their compassion and energies to help educate others while building core values of leadership and volunteerism, learning firsthand how they can create an impact in the world and help heal humanity. Training and Building Sustainability: Operation Smile continually advances its mission to build a self-sufficient global health network for the treatment of clefts. We do this by training healthcare providers around the world to give them the highly-specialized skills needed to provide treatment for the backlog of children already suffering from clefts, and for those babies who are born every day with this tragic facial deformity. In addition, the organization donates crucial medical equipment and supplies; develops public/private partnerships; and creates global, in-country Foundations that strengthen local development, raise funds and awareness as well as coordinate surgical programs Operation Smile has also established 36 centers designed to provide year-round care and train medical volunteers to help increase in-country capacity. Through partnerships with the American Heart Association, as well as with leading medical and teaching institutions and foundations, healthcare professionals from developing countries receive evidence based education, hands on training and mentoring. Operation Smile also sponsored conferences, seminars, workshops, rotation programs, visiting professorships, exchanges, and short and long term fellowships. 33357165 true true false false false false false false false false true false false false true false true false false true true true true true true false false true true true false false false false false false true false true false false false true false false false false true X 69 0 true 176 true false true ET IT RW VM CH false false false true true false false false false X 9 7 true false false false false false false true true false true true true true true true true true true true false 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 Ernest Zinn 7573217645 3641 Faculty Blvd Virginia Beach VA 23453 X William P Magee Jr DDS MD CEO & Director 40.0 0.0 X X 387918 0 28961 Kathleen S Magee MSW ED President & Director 40.0 0.0 X X 0 0 0 Kevin Miller Chairman & Director 25.0 0.0 X X 0 0 0 Jim Siti Treasurer & Director 1.0 0.0 X X 0 0 0 Samuel P Fuller MD Director 20.0 0.0 X 0 0 0 Alex J Marshall Director 1.0 0.0 X 0 0 0 Alberto Motta Jr Director 1.0 0.0 X 0 0 0 Jerry Moyes Director 1.0 0.0 X 0 0 0 William K Wynne SECRETARY AND DIRECTOR 1.0 0.0 X X 0 0 0 E WAYNE ZINN COO 40.0 0.0 X 214169 0 18779 Kimberly Getz VP of Finance (as of 10/8/14) 40.0 0.0 X 31502 0 952 Kristie Porcaro SVP,US& GLOBAL PHILANTHROPY 40.0 0.0 X 143214 0 18530 Richard Vanderburg CHIEF PROGRAM STRATEGIST 40.0 0.0 X 195963 0 23313 Ruben Ayala SVP of Int'l Prog & Med Affrs 40.0 0.0 X 131745 0 18033 Lisa Jardanhazy VP Global Media Strategy & PR 40.0 0.0 X 129497 0 17759 Yvonne Wray ASSOCIATE VP US PHILANTHROPY 40.0 0.0 X 115187 0 15996 1349195 0 142323 12 false true false Russ Reid 2 North Lake Ave Suite 600 Pasadena CA 91101 Fndr Counsel 1538792 Strategic Fundraising 2625 Momentum Pl Chicago IL 60689 Telefundraising Serv 1688106 Merkle Response Services 100 Jamison Ct Hagerstown MD 21740 Keying & Caging 475569 The Pursuant Group PO Box 203421 Dallas TX 75320 Major Gifts Counsel 589894 John S Connor Inc PO Box 791384 Baltimore MD 21279 Freight Carrier 329832 10 224217 2838851 224380 62774814 7068133 66062262 Youth Conferences 404209 404209 Mission Admission 226931 226931 MERCHANDISE SALES 47180 47180 Research Services 169750 169750 848070 16154 16154 0 0 1000 122 878 0 878 878 228266 231888 -3622 -3622 -3622 330248 2838851 964549 -634301 -634301 0 0 CURRENCY LOSS 900099 -21281 -21281 Miscellaneous 900099 4610 4610 -16671 66272770 848070 0 -637562 118353 118353 7844 7844 8078529 8078529 0 925679 407895 335432 182352 176874 30685 25057 121132 8010137 3911600 1928906 2169631 521514 265935 117872 137707 744617 395703 175631 173283 592394 273424 157116 161854 0 370927 17478 341557 11892 90966 8615 80489 1862 0 2896717 2896717 0 2108848 1203606 166392 738850 1574362 469004 73258 1032100 2850663 1640231 1051508 158924 113751 41740 57024 14987 0 569043 371806 119985 77252 4824321 4233741 211003 379577 0 390883 293483 42459 54941 225164 8450 214885 1829 0 842747 450045 343498 49204 94331 48497 39567 6267 Public Awareness 14031409 5323122 642314 8065973 Bad Debt Expense 803288 803288 Mission Supplies 5328948 5328948 Other Mission Expense 376655 376655 120743 51776 41369 27598 56789707 33357165 6968610 16463932 X 19884288 6353181 720514 12810593 5362732 5727090 386030 731445 8951967 12690121 372930 393556 0 0 0 0 0 0 3255751 6207777 206872 750942 26049550 4919725 20082693 21129825 0 0 0 0 0 0 0 0 0 0 38618975 47630756 4359586 4945656 0 0 266573 324741 0 0 0 0 0 0 8375033 8122053 900000 700000 1928280 1276340 15829472 15368790 X 14593420 20596486 8196083 11665480 0 0 22789503 32261966 38618975 47630756 9483063 -10600 X false true X true false X 47230994 55871199 41953867 58394158 66062262 269512480 0 0 47230994 55871199 41953867 58394158 66062262 269512480 4757609 264754871 5156 18341 16942 18120 17155 75714 0 38800 -72196 18797 29727 -16671 -1543 269586651 4213780 0.98208 0.99950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3094293 3094293 15714555 1102053 14612502 11330 3189 8141 6346659 3814483 2532176 882713 882713 21129825 0 OBLIGATION TO SPIN OFF ORGANIZ 988070 LINE OF CREDIT 216407 CAPITAL LEASE OBLIGATIONS 71863 1276340 95224308 -10600 28962016 28951416 66272892 -122 -122 66272770 85751845 28962016 28962016 56789829 -122 -122 56789707 SCHEDULE D, PART XI, LINE 2D CONTRIBUTED SERVICES: $28,962,016 SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSE: $-122 SCHEDULE D, PART XII, LINE 2D CONTRIBUTED SERVICES: $28,962,016 SCHEDULE D, PART XII, LINE 4B RENTAL EXPENSE: $-122 true Central America and the Caribbean Grantmaking 812901 Central America and the Caribbean Program Services Education 22220 Central America and the Caribbean 4 Program Services Missions 147053 East Asia and the Pacific 2 5 Fundraising 8440 East Asia and the Pacific Grantmaking 399367 East Asia and the Pacific 1 Program Services Education 561692 East Asia and the Pacific 14 Program Services Missions 1894914 Europe (Including Iceland and Greenland) 1 3 Fundraising 730062 Europe (Including Iceland and Greenland) Grantmaking 340500 Europe (Including Iceland and Greenland) Program Services Education 441873 Europe (Including Iceland and Greenland) Program Services Missions 24095 Middle East and North Africa Grantmaking 196744 Middle East and North Africa 1 Program Services Missions 123965 North America Fundraising 1700 North America Grantmaking 3925557 North America Program Services Missions 3768 Russia and the Newly Independent States Grantmaking Education South America 1 Grantmaking 701283 South America 1 Program Services Education 45703 South America 2 Program Services Missions 147945 South Asia Fundraising 130 South Asia Grantmaking 334470 South Asia 15 Program Services Education 856 South Asia 2 Program Services Missions 138117 Sub-Saharan Africa Fundraising 4517 Sub-Saharan Africa Grantmaking 369609 Sub-Saharan Africa 1 Program Services Education 188558 Sub-Saharan Africa 2 6 Program Services Missions 567800 3 28 2 28 5 56 9634851 2498988 12133839 Central America and the Caribbean MEDICAL EQUIPMENT FOR MISSION PURPOSE 34474 Wire Central America and the Caribbean MEDICAL EQUIPMENT FOR MISSION PURPOSES 68622 Wire Central America and the Caribbean PROGRAM 52582 Wire Central America and the Caribbean Program 500446 Wire Central America and the Caribbean Mission 18547 Wire East Asia and the Pacific Capacity Building 13816 Wire East Asia and the Pacific Capacity Building 41641 Wire East Asia and the Pacific Mission 11568 Wire East Asia and the Pacific Capacity Building 6000 Wire East Asia and the Pacific Capacity Building 15365 Wire East Asia and the Pacific Capacity Building 31326 Wire East Asia and the Pacific Capacity Building 52607 Wire East Asia and the Pacific Capacity Building 6816 Wire East Asia and the Pacific Mission 88231 Wire East Asia and the Pacific Mission 49475 Wire Europe (Including Iceland and Greenland) Capacity Building 243854 Wire Europe (Including Iceland and Greenland) Capacity Building 51272 Wire Middle East and North Africa Program 5026 Wire Middle East and North Africa Capacity Building 18528 Wire Middle East and North Africa Capacity Building 55520 Wire Middle East and North Africa Program 106419 Wire North America Capacity Building 41790 Wire North America Mission 28413 Wire North America Capacity Building 3704457 Wire North America Mission 132811 Wire South America Capacity Building 120171 Wire South America Mission 29781 Wire South America program 256966 Wire South America Mission 29823 Medical Supplies Cost South America Program 79110 Wire South America Capacity Building Wire 47800 Medical Supplies Cost South America Mission 56242 Wire South Asia Program 308306 Wire Sub-Saharan Africa Program 25700 Wire Sub-Saharan Africa Capacity Building 83153 Wire Sub-Saharan Africa Capacity Building 146515 Wire Sub-Saharan Africa Mission 38077 Wire 29 8 Fellowship East Asia and the Pacific 1 11500 Wire true false false false false false Form Sch F 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 EXAMINED 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. X X X X X X X true Strategic Fundraising 7591 9th StreetN StPaul MN 55128 Telemarket false 1050492 1358959 -308467 Russ Reid Company 2 North Lake Avenue Suite 600 Pasadena CA 91101 Dr Consul false 23532072 1093888 22438184 The Pursuant Group 5151 Belt Line Road Suite 900 Dallas TX 75254 Major Gifts false 237450 298900 -61450 MR Strategic Services 1901 L NW Suite 800 Washington DC 20036 Email Mktg false 400328 144971 255357 25220342 2896718 22323624 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 2015 La Gala 951986 862626 89360 74275 114001 14800 47472 2015 NY Smile 470976 418366 52610 151344 107552 40950 58274 14 1746137 1557859 188278 99834 144026 24949 87072 3169099 2838851 330248 325453 365579 80699 192818 964549 -634301 PART 1 - FUNDRAISING OPERATION SMILE HAS AN AGREEMENT WITH RUSS REID COMPANY TO PROVIDE SERVICES RELATED TO ITS DIRECT RESPONSE FUNDRAISING AND PUBLIC AWARENESS CAMPAIGNS AND RESEARCH. THESE SERVICES INCLUDE PROFESSIONAL FUNDRAISING, CREATIVE SERVICES, FUNDRAISING STRATEGY DEVELOPMENT, TV PRODUCTION, MEDIA BUYING/SYNDICATION, PRINTING/PRODUCTION/MAILING, PHONE CENTER QUALITY ASSURANCE, AND CONSULATION REGARDING DIGITAL PRESENCE. PAYMENTS TO RUSS REID COMPANY IN THE TAX YEAR TOTALLED $15,117,234 OF WHICH approximately 7% REPRESENTED PROFESSIONAL FUNDRAISING FEES. true Children's Hospital of Los Angeles 4650 Sunset Blvd MS 96 LOS ANGE Los Angeles CA CA 90027 951690977 501 (c)(3) 30000 Fellowship Education and Training 1 Fellowship 1 7844 Form Sch I 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. The Fellowship was created through a partnership between Operation Smile, Children's Hospital Los Angeles. The Fellowship is monitored by regular status reports on the fellow's projects and a final report at the end of the year. X true true X X false false false false false false false false false William P Magee Jr DDS MD CEO & Director 387918 0 0 0 0 0 23400 0 5561 0 416879 0 0 0 E WAYNE ZINN COO 214169 0 0 0 0 0 13200 0 5579 0 232948 0 0 0 Kristie Porcaro SVP,US& GLOBAL PHILANTHROPY 143214 0 0 0 0 0 12951 0 5579 0 161744 0 0 0 Richard Vanderburg CHIEF PROGRAM STRATEGIST 195963 0 0 0 0 0 17888 0 5425 0 219276 0 0 0 FIRST CLASS TRAVEL FORM 990, SCHEDULE J, PART I, LINE 1A OPERATION SMILE, INC. POLICY ALLOWS FOR UPGRADES TO BUSINESS OR FIRST CLASS AIR TRAVEL IN LIMITED CIRCUMSTANCES FOR CEO, PRESIDENT, COO, AND CHIEF PROGRAM STRATEGIST. UPGRADEABLE FARES MAY ONLY BE PURCHASED IF TRAVEL IS MORE THAN 5 HOURS DOMESTICALLY, BUSINESS CLASS FARES FOR MORE THAN 8 HOURS INTERNATIONALLY FOR THESE POSITIONS ONLY. WHEN POSSIBLE, UPGRADES ARE PAID FOR WITH AIRLINE POINTS. THESE UPGRADES WERE NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. Kristie Porcaro Daughter of CEO & Pres 176874 Employment false X 27 331646 FMV X 70 6736487 COST false true false Form 990 Part VI 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. Form 990 Part VI 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 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 Line 15a 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 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. OS HQ LLC 3641 Faculty Boulevard Virginia Beach VA 23453 541460147 Global HQ VA 33705 15287594 Operation Sm false false false false false false false false false false false false false false false false false false false na