2015-02-26T12:34:48-06:00 2014-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2013-07-01 541460147 OPERATION SMILE INC % Ernest Zinn OPER 7573217645 3641 FACULTY BLVD Suite VIRGINIA BEACH VA 23453 ERNEST ZINN COO 7573217645 2015-02-11 true Jocelyne C Miller P00634378 7573217645 2015-02-25 2013 2016-02-25 16:41:14Z KATHLEEN S MAGEE 3641 FACULTY BOULEVARD VIRGINIA BEACH VA 23453 59929384 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 7 164 5000 0 52124792 58548233 687755 542233 16811 14837 -699106 -560707 52130252 58544596 6362331 12144406 0 0 8627597 9135324 2847623 3281555 15724447 33093096 44973162 50930647 69534447 1199605 -10989851 47621139 38618975 16679516 15829472 30941623 22789503 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, and 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 false false 19650338 5996814 241976 Medical Missions and Treatment: 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 36 Operation Smile centers that provide year-round patient 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 32-year history, the organization has performed more than 200,000 surgeries. In the last fiscal year, Operation Smile hosted 174 medical missions in 124 sites around the world - including 27 new sites in some of the poorest regions of the world - and provided free surgical care for 16,626 children and adults. Nearly 71% of medical professionals who volunteered with Operation Smile last year were from low and middle income countries. Last year, Operation Smile's medical volunteers provided over 335,000 hours of free care for Operation Smile's patients. At our centers, over 100,000 specialty consultations were conducted last fiscal year, and over 34% of patients operated on last 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. Last year, the U.S. Care Network attended to 194 people requesting assistance. Additionally, nine 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. Last fiscal year, six dental missions were held and more than 11,000 dental procedures performed. 16931414 6147592 300257 Public Education and Research: Operation Smile is dedicated to raising awareness of the life-threatening issue of clefts, as well as providing lasting solutions that allow 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 that provide 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 over 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. To Operation Smile, students offer the energy and passion necessary to spark the ripple effect for change. Over 900 student clubs and associations in over 50 countries - from grade schools to universities - use their compassion and selflessness to help change children's lives. Operation Smile's Student Programs offer youth a unique opportunity to understand the importance of giving back to their communities and the world, and help them develop the skills necessary to do so. For example, hundreds of high school students from around the world volunteer on Operation Smile's surgical programs every year, providing education on burn care and prevention, oral rehydration therapy, dental hygiene, nutrition, and hand washing to inform local populations of basic healthcare that ultimately improves quality of life. Local in-country students also volunteer during surgical programs to serve as translators and help entertain and soothe patients during screening and in the recovery wards. Each year, Operation Smile also hosts the International Student Leadership Conference where students learn about leadership, character development, team building, and celebrate cultural diversity. In 2014, over 450 students from 25 different countries traveled to Limerick, Ireland where they gained a better understanding of global cultures and developed their skills as future philanthropic leaders. 36581752 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 false true false false false false false false true false true true false false true true false false false false true X 78 0 true 164 true false true ET IT RW VM 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 X X 350000 0 27915 Kathleen S Magee MSW ED President & Director 40.0 X X Kevin Miller Chairman & Director 25.0 X X Jim Siti Treasurer & Director 1.0 X X Samual P Fuller MD Director 20.0 X Alex J Marshall Director 1.0 X Alberto Motta Jr Director 1.0 X Jerry Moyes Director 1.0 X William K Wynne Director 1.0 X Ernest Zinn COO 40.0 X 105064 0 2102 Kristie Porcaro SVP, Strategic Pship & Dev 40.0 X 134535 0 17311 Ruben Ayala SVP of Int'l Prog & Med Affrs 40.0 X 132979 0 16956 Lisa Jardanhazy VP, Strategic Pship & CRM 40.0 X 127998 0 16508 Scott Voss AVP, Marketing and Comm 40.0 X 114492 0 14042 Yvonne Wray Senior Development Director 40.0 X 113394 0 15193 William Kliewer CEO (UNTIL 7/13) 40.0 X 168012 0 15517 Teresa Kraus CFO (UNTIL 7/13) 40.0 X 115777 0 13723 Kyla Shawyer COO (UNTIL 7/13) 40.0 X 176217 0 19165 1538468 0 158432 14 true true false RUSS REID 2 NORTH LAKE AVENUE SUITE 600 PASADENA CA 91101 FNDR COUNSEL 1450022 STRATEGIC FUNDRAISING 2625 MOMENTUM PL CHICAGO IL 60689 TELEFUNDRAISING SVS 1480607 MERKLE RESPONSE SERVICES 100 JAMISON CT HAGERSTOWN MD 21740 KEYING & CAGING 326145 THE PURSUANT GROUP PO BOX 203421 DALLAS TX 75320 MAJOR GIFTS COUNSEL 462407 JOHN S CONNOR INC PO BOX 791384 BALTIMORE MD 21279 FREIGHT CARRIER 262839 8 202201 5476691 497990 52371351 2537141 58548233 Youth Conferences 298907 298907 Mission Admission 208940 208940 Education Conferences 1350 1350 REP OFFICES 33036 33036 542233 18120 18120 0 0 0 0 0 385983 389266 -3283 -3283 -3283 405088 5471691 995522 -590434 -590434 0 0 Currency Gain 900099 19798 19798 Miscellaneous 900099 9929 9929 29727 58544596 542233 -545870 4108570 4108570 0 8035836 8035836 0 860354 400606 303414 156334 148576 27541 1009 120026 6481863 2956828 1771111 1753924 432065 206627 108788 116650 638825 318609 175262 144954 573641 258819 161229 153593 0 562478 11452 532257 18769 106188 4570 99957 1661 0 3281555 3281555 70 70 3014640 1476935 819002 718703 1664444 436809 80672 1146963 3314522 1866296 1118359 329867 167040 41291 68578 57171 0 632090 340526 214652 76912 4374394 3840911 243263 290220 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RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3094293 3094293 15564176 726498 14837678 11330 2906 8424 5529837 3611236 1918601 223697 223697 20082693 0 OBLIGATION TO SPIN OFF ORGANIZ 1488070 LINE OF CREDIT 300000 CAPITAL LEASE OBLIGATIONS 140210 1928280 85595185 27050589 27050589 58544596 58544596 96585036 27050589 27050589 69534447 69534447 true Central America and the Caribbean 5 Grantmaking 186465 Central America and the Caribbean Program Services Education 1055 Central America and the Caribbean Program Services Missions 200731 East Asia and the Pacific 1 31 Fundraising 101315 East Asia and the Pacific Grantmaking 1008741 East Asia and the Pacific Program Services Education 116871 East Asia and the Pacific Program Services Missions 1483406 Europe (Including Iceland and Greenland) 1 11 Fundraising 2472233 Europe (Including Iceland and Greenland) Grantmaking 436715 Europe (Including Iceland and Greenland) Program Services Education 10293 Europe (Including Iceland and Greenland) Program Services Missions 78205 Middle East and North Africa 1 5 Grantmaking 121908 Middle East and North Africa Program Services Education 275 Middle East and North Africa Program Services Missions 133725 North America Grantmaking 3701672 North America Program Services Missions 6718 Russia and the Newly Independent States Program Services Education 383 Russia and the Newly Independent States Program Services Missions 247 South America 13 Fundraising 4500 South America Grantmaking 864948 South America Program Services Education 38475 South America Program Services Missions 135935 South Asia 16 Fundraising 6396 South Asia Grantmaking 1119649 South Asia Program Services Education 13284 South Asia Program Services Missions 328958 Sub-Saharan Africa 1 17 Fundraising 1000 Sub-Saharan Africa Grantmaking 361371 Sub-Saharan Africa Program Services Education 779 Sub-Saharan Africa Program Services Missions 645205 3 52 1 46 4 98 10060711 3520747 13581458 Europe (Including Iceland and Greenland) CAPACITY BUILDING 7066 WIRE East Asia and the Pacific MISSION 40637 WIRE East Asia and the Pacific CAPACITY BUILDING 7936 WIRE South America PROGRAMS 8246 WIRE East Asia and the Pacific MISSION 16168 WIRE East Asia and the Pacific MISSION 43645 WIRE Central America and the Caribbean MISSION 20000 WIRE Sub-Saharan Africa MISSION 32563 WIRE East Asia and the Pacific MISSION 18100 MEDICAL SUPPLIES COST North America CAPACITY BUILDING 34528 WIRE South America PROGRAM 5920 WIRE East Asia and the Pacific CAPACITY BUILDING 49773 WIRE South America PROGRAM 46337 WIRE Central America and the Caribbean PROGRAM 10950 WIRE South America MISSION 34464 WIRE Sub-Saharan Africa MISSION 13760 WIRE Europe (Including Iceland and Greenland) CAPACITY BUILDING 8049 WIRE Sub-Saharan Africa MISSION 33498 WIRE Sub-Saharan Africa MISSION 11787 WIRE South America MISSION 192976 WIRE 118272 MEDICAL SUPPLIES COST North America CAPACITY BUILDING 3603482 WIRE East Asia and the Pacific MISSION 139048 WIRE 123048 MEDICAL SUPPLIES COST South America PROGRAM 134137 WIRE 26312 MEDICAL SUPP COST Central America and the Caribbean MISSION 17252 WIRE 7787 MEDICAL SUPPLIES COST South America MISSION 9149 WIRE 20426 MEDICAL SUPPLIES COST Central America and the Caribbean MISSION 5135 WIRE 7810 MEDICAL SUPPLIES COST Central America and the Caribbean PROGRAM 23434 WIRE 22197 MEDICAL SUPPLIES COST South Asia PROGRAM 1037204 WIRE 57354 MEDICAL SUPPLIES COST Europe (Including Iceland and Greenland) CAPACITY BUILDING 6846 WIRE East Asia and the Pacific CAPACITY BUILDING 74648 WIRE Middle East and North Africa PROGRAM 37225 WIRE 8243 MEDICAL SUPPLIES COST Sub-Saharan Africa MISSION 92843 WIRE 23274 MEDICAL SUPPLIES COST East Asia and the Pacific MISSION 6500 WIRE North America MISSION 22203 WIRE 37555 MEDICAL SUPPLIES COST Middle East and North Africa PROGRAM 52650 WIRE 11923 MEDICAL SUPPLIES COST Central America and the Caribbean MISSION 35057 WIRE 9144 MEDICAL SUPPLIES COST Central America and the Caribbean MISSION 3153 WIRE 20175 MEDICAL SUPPLIES COST South America PROGRAM 146713 WIRE' 192 MEDICAL SUPPLIES COST South America MISSION 45211 WIRE 2271 MEDICAL SUPPLIES COST East Asia and the Pacific MISSION 400852 WIRE 73799 MEDICAL SUPPLIES COST Europe (Including Iceland and Greenland) CAPACITY BUILDING 413806 WIRE South America MISSION 6000 WIRE 6250 MEDICAL SUPPLIES COST Sub-Saharan Africa MISSION 125281 WIRE East Asia and the Pacific CAPACITY BUILDING 7024 WIRE South America PROGRAM 13181 WIRE 18714 MEDICAL SUPPLIES COST Sub-Saharan Africa MISSION 13751 WIRE South America PROGRAM 26250 WIRE North America PROGRAM 15188 WIRE 24 24 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 NEEEDED. X X X X X X X true Strategic Fundraising 7591 9th StreetN StPaul MN 55128 Telemarket false 1660715 1535166 125549 Russ Reid Company 2 North Lake Avenue Suite 600 Pasadena CA 91101 FNDR Consul false 23615294 1039237 22576057 The Pursuant Group 5151 Belt Line Road Suite 900 Dallas TX 75254 Major Gifts false 626539 545245 81294 MR Strategic Services 1901 L NW Suite 800 Washington DC 20036 Email Mktg false 688734 161907 526827 26591282 3281555 23309727 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 TX UT VA WA WV WI 2014 La Gala 3281797 3205218 76579 81508 91652 11050 42535 2014 NY Smile 713330 659545 53785 77498 148100 47100 112952 19 1886652 1611928 274724 86963 122179 25310 148675 5881779 5476691 405088 245969 361931 83460 304162 995522 -590434 Part 1 - Fundraising OPERATION SMILE HAS AN AGREEMENT WITH RUSS REID COMPANY TO PROVIDE SERVICES RELATED TO ITS DIRECT RESPONSE FUNDRAISING CAMPAIGN AND RESEARCH, AND GOVERNMENT RELATIONS. THESE SERVICES INCLUDE PROFESSIONAL FUNDRAISING, CREATIVE SERVICES, FUNDRAISING STRATEGY DEVELOPMENT, TV PRODUCTION, MEDIA BUYING/SYNDICATION, PRINTING/PRODUCTION/MAILING, PHONE CENTER QUALITY ASSURANCE, AND CONSULTATION REGARDING DIGITAL PRESENCE. RUSS REID COMPANY PROVIDES INVOICES TO OPERATION SMILE DETAILING THE COSTS ASSOCIATED WITH THE ABOVE SERVICES. PAYMENTS TO RUSS REID COMPANY IN THE TAX YEAR TOTALLED $13,751,088 OF WHICH $1,039,237 REPRESENTED PROFESSIONAL FUNDRAISING FEES. true STOP CLEFT INTERNATIONAL ALLIANCE 4876 PRINCESS ANNE RD VIRGINIA BEACH VA 23462 3999950 REDUCING BARRIERS TO CARE CHILDREN'S HOSPITAL OF WISCONSIN PO BOX 1997 MILWAUKEE WI 53201 46884 REDUCING BARRIERS TO CARE UNIVERSITY OF IOWA B5 JESSOP HALL IOWA CITY IA 52242 21973 REDUCING BARRIERS TO CARE UNIVERSITY OF VIRGINIA 39762 REDUCING BARRIERS TO CARE 4 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. X true true X X false false false false false false false false false William P Magee Jr DDS MD CEO & Director 350000 0 0 0 22950 0 4965 0 377915 0 0 William Kliewer CEO (UNTIL 7/13) 168012 0 0 0 15075 0 442 0 183529 0 0 Teresa Kraus CFO (UNTIL 7/13) 115777 0 0 0 10420 0 3303 0 129500 0 0 Kyla Shawyer COO (UNTIL 7/13) 176217 0 0 0 15862 0 3303 0 195382 0 0 Kristie Porcaro SVP, Strategic Pship & Dev 134535 0 0 0 12108 0 5203 0 151846 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 151847 Employment false X 14 389267 FMV X 39 2226329 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 Magee Porcaro, the Magees' daughter, is an employee of Operation Smile, Inc. 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 AUDIT COMMITTEE AND THE BOARD OF DIRECTORS. THE CHAIRMAN OF THE AUDIT 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 INTERNATIONAL 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 In July 2013, Operation Smile and Operation Smile Foundation ceased to be affiliated entities. In July 2013, OSI effectuated a spin-off of the Foundation to a nonaffiliated organization. As part of that agreement, the $2,837,731 INTERCOMPANY LIABILITY WAS RELEASED AND A $4,000,000 OBLIGATION WAS AGREED UPON. OS HQ LLC 3641 Faculty Boulevard Virginia Beach VA 23453 541460147 Global HQ VA 14792 16205375 Operation Sm STOP CLEFT - INTERNATIONAL ALLIANCE 4705 COLUMBUS ST SUITE 300 VIRGINIA BEACH VA 23462 541639160 LT SUPPORT VA 501(C)(3) 7 NA false false true false false false false false false false false false false false false false false false false false