2013-05-13T12:55:39-05:00 2012-06-30 KPMG LLP 1676 INTERNATIONAL DRIVE MCLEAN VA 22102 990 2011-07-01 541460147 Operation Smile Inc % TERESA KRAUS OPER 7573217645 6435 Tidewater Drive Norfolk VA 23509 KATHLEEN S MAGEE MSW MED 2013-05-10 true 7032868000 2011 2016-02-24 21:20:13Z BILL KLIEWER 6435 Tidewater Drive Norfolk VA 23509 57393703 false X http://www.operationsmile.org X 1987 VA OPERATION SMILE SAVES LIVES BY GIVING FREE SURGERY AND RELATED CARE TO CHILDREN WITH CLEFTS, CREATES SUSTAINABILITY IN DEVELOPING COUNTRIES BY TRAINING LOCAL MEDICAL PROFESSIONALS, AND EDUCATES THE PUBLIC. 10 7 142 5000 0 0 47580994 55871199 858386 1162522 29007 16544 -509717 -575855 47958670 56474410 3304093 7450514 0 0 7716888 8167732 2159171 2153682 16252332 30166721 33856044 43346873 51627972 4611797 4846438 30674043 45205335 5774825 15464083 24899218 29741252 X SEE SCHEDULE O false false 12708305 1453855 407011 MEDICAL MISSIONS AND TREATMENT Operation Smile provides free, safe reconstructive surgery for children and young 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 21 Operation Smile Comprehensive Care Centers and Training & Treatment centers that provide year-round patient care. Over its 30-year history, the organization has performed over 3.5 million comprehensive healthcare evaluations and 200,000 surgeries. In the last fiscal year, Operation Smile hosted 167 surgical programs in 122 sites around the world - including 30 new surgical sites in some of the poorest regions of the world - and provided 18,668 free surgeries for children and young adults, as well as 370,520 comprehensive healthcare evaluations. Nearly 66% of those surgeries were performed by in-country local medical volunteers. The organization also conducted over 21,114 post-operative surgical evaluations to ensure our patients are healing properly and to evaluate if further care is needed. Last year, the international medical volunteers provided over 300,000 hours of free care for Operation Smile's patients. At our Comprehensive Care Centers, over 114,000 healthcare evaluations were conducted last fiscal year, and 30% of the organization's surgeries were performed in these Care Centers. In addition to surgical care, the services offered in these Care Centers includes post-operative care, counseling, speech therapy, dentistry, orthodontics, nutrition as well as ongoing training and education. For families residing within the U.S., Operation Smile offers a range of consultancy services through its U.S. Care Network. Last year, Operation Smile worked with and provided guidance for 85 U.S. Care Network cases. In addition, Operation Smile provided free surgeries for 7 children through our World Care program, which helps patients who have much more complicated disfigurements than can be treated during medical missions. Finally, Operation Smile's Burns division helps patients suffering from burn injuries, who endure many hardships functionally and psychologically. This past year Operation Smile hosted two burn missions, one in Vietnam and one in India as well as responded to a burn tragedy in Kenya, all of which gave patients mobility and new lives. 17900775 5996659 870325 EDUCATION AND SUSTAINABILITY 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 21 Comprehensive Care Centers and Training & Teaching 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 ensure that surgeries are performed under the safest conditions, Operation Smile certifies and trains international medical personnel in the American Heart Association's (AHA) Life Support program and promotes regular use of the World Health Organization's (WHO) Surgical Safety Checklist as well as the Society for Pediatric Anesthesia's Wake Up Safe initiative. Since becoming an International Training Organization (ITO) of the AHA, Operation Smile has awarded 15,851 AHA Life Support certifications in total. When surveyed, 85% of the life support participants reported that they had saved a life with the skills they learned through this training. Student Programs: To Operation Smile, students offer the energy and passion necessary to spark the ripple effect for change. Over 900 student clubs and associations in 54 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 2012, over 500 students from 20 different countries traveled to Washington, D.C. where they gained a better understanding of global cultures and developed their skills as future philanthropic leaders. 30609080 true true false false false false false false false false true false false false false 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 69 0 true 142 true false true ET IT VM false false false true true false false false false X 10 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 ME MD MA MI MN MS MT NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X TERESA KRAUS 7573217645 6435 TIDEWATER DRIVE Norfolk VA 23509 X William P Magee JrDDSMD 40.0 X X 336458 0 22953 Kathleen S MageeMSWMEd 40.0 X X 0 0 0 Felipe Encinales 1.0 X X 0 0 0 William R Fox 25.0 X X 0 0 0 Randy Sherman MD 20.0 X X 0 0 0 Donald Trump Jr 1.0 X 0 0 0 Gary Loh 1.0 X 0 0 0 Chai Patel MD 1.0 X 0 0 0 Alberto Motta Jr 1.0 X 0 0 0 CARL W TRELEAVEN 6.0 X 0 0 0 Howard Unger 40.0 X 272500 71875 30520 Jillian Stanley 40.0 X 90656 11648 TERESA KRAUS 40.0 X 112292 0 9653 Ellen Agler 40.0 X 155458 0 18737 Kyla Shawyer 40.0 X 181372 0 18469 Lisa Jardanhazy 40.0 X 123903 0 16246 Kristie Magee Porcaro 40.0 X 127865 0 16705 Yvonne Wray 40.0 X 105063 0 14202 RUBEN AYALA 40.0 X 102292 0 13952 SCOTT VOOSS 40.0 X 101723 0 13901 1709582 71875 186986 11 false true false RUSS REID 14384 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 FNDR COUNSEL 2110324 STRATEGIC FUNDRAISING 2625 MOMENTUM PLACE CHICAGO IL 60693 TELEFUNDRAISING SERV 1595427 MERKLE RESPONSE SERVICES 100 JAMISON COURT HAGERSTOWN MD 21740 KEYING AND CAGING 367889 DREW SCHNITT 1001 AVOCADO ISLE FORT LAUDERDALE FL 33315 PROGRAM MANAGEMENT 257500 MAFCO LIMITED SEDE LEGALE VIA NERE N4/8 00199 ROME 0 IT PROGRAM MANAGEMENT 172778 7 220242 3397240 52253717 3451190 55871199 YOUTH CONFERENCES 870325 870325 MISSION ADMISSION 292197 292197 1162522 18341 18341 0 0 203 2000 -1797 -1797 -1797 298820 3397240 917293 -618473 -618473 0 114814 114814 114814 CURRENCY GAIN 900099 -88431 -88431 MISCELLANEOUS 900099 16235 16235 -72196 56474410 1277336 0 -674125 12982 12982 0 7437532 7437532 0 1130865 627208 340349 163308 263799 107031 12128 144640 5170682 2544809 1249502 1376371 477439 249614 97228 130597 589325 325762 139213 124350 535622 254737 147452 133433 0 130575 5605 118224 6746 96449 2319 90873 3257 0 2153682 2153682 3367 3367 2758945 1509885 497538 751522 1496690 402610 161743 932337 6645116 5140261 840859 663996 129595 66784 49169 13642 0 464828 326986 63225 74617 5351242 4867322 198098 285822 0 232369 164007 45701 22661 8696 4899 2848 949 0 331397 172984 158413 84658 52965 29784 1909 PUBLIC EDUCATION 15746583 6023821 478315 9244447 OTHER MISSION EXPENSES 272830 272813 17 OTHER EXPENSE 102704 36144 42514 24046 51627972 30609080 4766560 16252332 X 16519602 6503795 867295 9148512 5080241 4219242 5387246 2928304 5540385 14145340 0 0 0 0 0 0 571929 76919 6731518 7015320 1171529 359261 20058260 3712598 6072224 16345662 118971 115287 0 0 0 0 0 0 0 0 30674043 45205335 4937150 7016244 0 0 837675 317687 0 0 0 0 0 0 0 8130152 0 0 0 0 5774825 15464083 X 16471344 11996620 8427874 17744632 0 0 24899218 29741252 30674043 45205335 X 4846438 -4404 X false true true X false X 31381451 33081817 40497601 47580994 55871199 208413062 31381451 33081817 40497601 47580994 55871199 208413062 13051012 195362050 264909 131302 37721 5156 18341 457429 0 0 0 0 114814 114814 208985305 2105145 0.93481 0.94068 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3094293 3094293 240555 76919 163636 362448 89854 272594 3858916 3545825 313091 12502048 12502048 16345662 56474410 51627972 4846438 -4404 2572707 2568303 7414741 85482613 -4404 26253585 2759022 29008203 56474410 56474410 78067872 26253585 186315 26439900 51627972 51627972 OTHER RECONCILING ITEMS FORM 990,SCHEDULE D,PART XI,LINE 8,PART XII, LINE 4B, & PART XIII LINE 2D THE OPERATION SMILE, INC. AND AFFILIATE FINANCIAL STATEMENTS ARE PRESENTED ON A COMBINED BASIS. THE FINANCIAL STATEMENTS INCLUDE THE ACTIVITY FOR OPERATION SMILE, INC. AND OPERATION SMILE FOUNDATION, INC. THE OTHER RECONCILING ITEMS REPRESENT THE FOUNDATION'S INCOME ($2,759,022), EXPENSES ($186,315) AND CHANGE IN NET ASSETS ($2,572,707). THESE AMOUNTS WILL BE REPORTED ON OPERATION SMILE FOUNDATION, INC'S 2011 FORM 990. true Central America and the Caribbean 0 3 Grantmaking 121693 Central America and the Caribbean 0 0 Program Services Medical Mission 446463 Central America and the Caribbean 0 0 Program Services Education 184289 Central America and the Caribbean 0 0 Fundraising 1595 East Asia and the Pacific 1 15 Grantmaking 1536754 East Asia and the Pacific 0 0 Program Services Medical mission 1066556 East Asia and the Pacific 0 0 Program Services Education 1387774 East Asia and the Pacific 0 0 Fundraising 842745 Europe (Including Iceland and Greenland) 1 12 Grantmaking 594797 Europe (Including Iceland and Greenland) 0 0 Program Services Medical Mission 18614 Europe (Including Iceland and Greenland) 0 0 Program Services Education 61829 Europe (Including Iceland and Greenland) 0 0 Fundraising 2651881 South Asia 0 0 Fundraising 222 Middle East and North Africa 0 4 Grantmaking 181749 Middle East and North Africa 0 0 Program Services medical mission 339795 Middle East and North Africa 0 0 Program Services Education 122686 Middle East and North Africa 0 0 Fundraising 11188 North America 0 Grantmaking 3230318 North America 0 Program Services Medical mission 121232 North America 0 Program Services Education 23936 North America 0 Fundraising 6647 Russia and the Newly Independent States 0 1 Grantmaking 1723 Russia and the Newly Independent States 0 0 Program Services Medical mission 50485 Russia and the Newly Independent States 0 0 Program Services Education 22808 Russia and the Newly Independent States 0 0 Fundraising 1519 South America 0 8 Grantmaking 658562 South America 0 0 Program Services Medical mission 980924 South America 0 0 Program Services Education 212519 South America 0 0 Fundraising 27154 South Asia 0 14 Grantmaking 847160 South Asia 0 0 Program Services Medical mission 476346 South Asia 0 0 Program Services Education 402175 South Asia 0 0 Fundraising 12439 Sub-Saharan Africa 1 17 Grantmaking 242262 Sub-Saharan Africa 0 0 Program Services Medical mission 663255 Sub-Saharan Africa 0 0 Program Services Education 200961 Sub-Saharan Africa 0 0 Fundraising 10238 2 34 1 40 3 74 9570630 8192663 17763293 Cent. America/Caribbean MISSION 11185 WIRE Cent. America/Caribbean MISSION 50897 WIRE Cent. America/Caribbean 19020 WIRE Cent. America/Caribbean MISSION 10841 WIRE Cent. America/Caribbean MISSION 29749 WIRE East Asia/Pacific MISSION 6332 WIRE East Asia/Pacific PROGRAMS 5059 WIRE East Asia/Pacific MISSION 242821 WIRE East Asia/Pacific PROGRAMS 10840 WIRE East Asia/Pacific PROGRAMS 22219 WIRE East Asia/Pacific MISSION 9701 WIRE East Asia/Pacific MISSION 51685 WIRE East Asia/Pacific CAPACITY BUILDING 68956 WIRE East Asia/Pacific CAPACITY BUILDING 90051 WIRE East Asia/Pacific MISSION 7057 WIRE East Asia/Pacific MISSION 13629 WIRE East Asia/Pacific MISSION 13520 WIRE East Asia/Pacific MISSION 644814 WIRE East Asia/Pacific PROGRAMS 180741 WIRE East Asia/Pacific MISSION 58386 WIRE East Asia/Pacific MISSION 54067 WIRE East Asia/Pacific 38866 WIRE Europe/Iceland/Greenland PROGRAMS 7005 WIRE Europe CAPACITY BUILDING 574597 WIRE Europe/Iceland/Greenland 12131 WIRE Middle East/North Africa MISSION 18307 WIRE Middle East/North Africa 97739 WIRE Middle East/North Africa PROGRAMS 58083 WIRE North America PROGRAMS 36309 WIRE North America CAPACITY BUILDING 3168104 WIRE North America MISSION 23840 WIRE South America PROGRAMS 8225 WIRE South America MISSION 22993 WIRE South America 217431 WIRE South America 259814 WIRE South America MISSION 20098 WIRE South America MISSION 27692 WIRE South America MISSION 42781 WIRE South America MISSION 11964 WIRE South America MISSION 42411 WIRE South Asia MISSION 9870 WIRE South Asia 837290 WIRE Sub-Saharan Africa MISSION 18000 WIRE Sub-Saharan Africa PROGRAMS 6708 WIRE Sub-Saharan Africa 64754 WIRE Sub-Saharan Africa PROGRAMS 148485 WIRE 27 19 MED CARE/THERAPY TO CHILDREN W/FACIAL DEFORMITIES Cent. America/Caribbean 3 113640 WIRE NONE N/A MED CARE/THERAPY TO CHILDREN W/FACIAL DEFORMITIES East Asia/Pacific 4 91554 WIRE NONE N/A MED CARE/THERAPY TO CHILDREN W/FACIAL DEFORMITIES Middle East/North Africa 1 49999 WIRE NONE N/A MED CARE/THERAPY TO CHILDREN W/FACIAL DEFORMITIES Russia 1 16880 WIRE NONE N/A MED CARE/THERAPY TO CHILDREN W/FACIAL DEFORMITIES South America 3 134924 WIRE NONE N/A MED CARE/THERAPY TO CHILDREN W/FACIAL DEFORMITIES South Asia 2 17000 WIRE NONE N/A MED CARE/THERAPY TO CHILDREN W/FACIAL DEFORMITIES Sub-Saharan Africa 3 109080 WIRE NONE N/A FELLOWSHIP East Asia/Pacific 4 17000 WIRE NONE N/A true false false false false false Monitoring Form 990, Schedule F, Part I, Line 2 Operation Smile monitors and reviews grant requests for alignment with our programmatic 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. Method Used to Account for Expenditures Form 990, Schedule F, Part I, Line 3 Accrual PURPOSE OF GRANTS TO ORGANIZATIONS OR ENTITIES OUTSIDE THE US FORM 990, PART II, COLUMN (D) FOR MOST OF THE GRANTS LISTED ON PART II, THE PURPOSES INCLUDED MISSION AND PROGRAM AND SOMETIMES ALSO FUNDRAISING. X X X X X X X true RUSS REID COMPANY 14384 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 DR CONSULTA false 20623155 440000 20183155 STRATEGIC FUNDRAISING 2625 MOMENTUM PLACE CHICAGO IL 60693 TELEMARKETE false 2183099 1687682 495417 CHANGING OUR WORLD 220 EAST 42ND STREET 5TH FLOOR ST PAUL NY 10017 CORP SOCIAL RESPONSIBIL false 0 5000 -5000 FIRST DEGREE 4300 TULLAMORE ESTATES ROAD GAINESVILLE VA 20155 PUBLIC AWARENESS false 0 30000 -30000 22806254 2162682 20643572 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 NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX VT VA WA WV WI WY 2011 LA GALA 1067569 988169 79400 11651 113986 2925 93024 2011 NY SMILE 859199 790855 68344 0 155128 0 154627 24 1769292 1618216 151076 16729 160505 16745 191973 3696060 3397240 298820 28380 429619 19670 439624 917293 -618473 PART I - 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 FEES, CREATIVE SERVICES, TV PRODUCTION, MEDIA BUYING/SYNDICATION, AND PRINTING, BUYING AND MAILING. 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 $14,787,128 OF WHICH $440,000 REPRESENTED PROFESSIONAL FUNDRAISING FEES. OPERATION SMILE HAS AN AGREEMENT WITH STRATEGIC FUNDRAISING TO DEVELOP, PLAN, AND CONDUCT A SERIES OF OUTBOUND TELEFUNDRAISING CAMPAIGNS AND DONOR DEVELOPMENT FOR EXISTING DONOR CULTIVATION, DONOR ACQUISITION AND LAPSED DONOR REACTIVATION. CHARGES FOR FUNDRAISING AND INFORMATION MANAGEMENT ARE BASED ON A FEE SCHEDULE BASED ON NUMBER OF CALLS, ACKNOWLEDGEMENTS, AND COMPREHENSIVE HOUSE FILE ANALYSIS. PAYMENTS TO STRATEGIC FUNDING IN THE TAX YEAR TOTALLED $1,687,682, OF WHICH $1,687,682 REPRESENTED PROFESSIONAL FUNDRAISING FEES. OPERATION SMILE HAS AN AGREEMENT WITH CHANGING OUR WORLD TO SECURE PARTICIPATION IN CORPORATE SOCIAL RESPONSIBILITY (CSR) PROGRAMS WITH CORPORATE, INSTITUTIONAL AND FAMILY FOUNDATION PROSPECTS. THROUGH THIS OUTREACH, REPRESENTATIVES OF CHANGING OUR WORLD PROVIDE EDUCATION AND AWARENESS FOR OPERATION SMILES GOAL TO PROVIDE SAFE SURGICAL CARE FOR CLEFT LIPS AND CLEFT PALATES AND ADDITIONALLY, FOR ITS WORK IN SUPPORTING MATERNAL HEALTH AND CHILD NUTRITION ISSUES IN DEVELOPING COUNTRIES. PAYMENTS TO CHANGING OUR WORLD ARE BASED ON A FLAT CONTRACTED FEE WITH $5,000 PAID IN THE TAX YEAR. THIS PROGRAM BEGAN AT THE END OF FISCAL YEAR ENDED 6/30/2012. OPERATION SMILE HAS AN AGREEMENT WITH FIRST DEGREE TO DEVELOP, PLAN AND EXECUTE BROAD-BASED PUBLIC AWARENESS AND FUNDRAISING CAMPAIGNS THROUGH CORPORATE FUNDED PARTNERSHIPS. THESE SERVICES INCLUDE OUTREACH AND EDUCATION ON THE GLOBAL IMPACT OF CLEFTING AND OPERATION SMILE'S MISSION AND SERVICES TO KEY LEADERS WITHIN CORPORATIONS, MEDIA COMPANIES, ASSOCIATIONS AND FOUNDATIONS. PAYMENTS TO FIRST DEGREE IN THE TAX YEAR WERE BASED ON A SERVICE RETAINER FEE SCHEDULE AND TOTALED $30,000. THIS PROGRAM BEGAN AT THE END OF FISCAL YEAR ENDED 6/30/2012. true NORTH CAROLINA BAPTIST HOSPITAL MEDICAL CENTER BLV MEDICAL CENTER BLVD WINSTON SALEM NC 27157 560552787 501(C)(3) 6589 1 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS FORM 990, SCHEDULE 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 JrDDSMD 336458 0 0 0 0 0 22050 0 903 0 359411 0 0 0 Ellen Agler 155458 0 0 0 0 0 13991 0 4746 0 174195 0 0 0 Kyla Shawyer 181372 0 0 0 0 0 13723 0 4746 0 199841 0 0 0 Howard Unger 272500 71875 0 0 0 0 22050 3375 5095 299645 75250 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, CMO, BOARD OF DIRECTOR'S CHAIRMAN, EXECUTIVE CHAIRMAN AND BOARD OF DIRECTOR'S PRESIDENT. 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. JAMES FOX SON OF CHAIRMAN 34038 EMPLOYMENT false SARAH FOX DAUGHTER OF CHAIRMAN 30033 EMPLOYMENT false KRISTI MAGEE PORCARO DAUGHTER OF EXEC CHAIR 130990 EMPLOYMENT false SUZANNE UNGER DAUGHTER OF CEO 68737 EMPLOYMENT false X 1 210347 FMV X 9 94600 FMV X 51 3089333 COST X MISC - TOY DONATION 1 56910 FMV false true false ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 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 lips and cleft palates. The organization works to build self-sufficiency and sustainable healthcare infrastructures in our partner 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 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. Through partnerships, Operation Smile is conducting research to ultimately help prevent the incidence of clefts by identifying the causes of clefting. By inspiring action and leadership, the organization has mobilized more than 5,000 medical volunteers in more than 80 countries and more than 900 student clubs and associations around the world. Operation Smile also educates and encourages communities to spread awareness and strengthen understanding about cleft conditions and possible causes of clefting. OFFICER RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 WILLIAM P. MAGEE, JR., DIRECTOR AND EXECUTIVE CHAIRMAN, IS THE SPOUSE OF KATHLEEN S.MAGEE, DIRECTOR AND PRESIDENT. KRISTIE MAGEE PORCARO, THE MAGEES' DAUGHTER, IS AN EMPLOYEE OF OPERATION SMILE, INC. 990 REVIEW 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 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. CONFLICT OF INTEREST 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. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINES 15A AND B 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. COMPENSATION FOR HOWARD UNGER, WHO BECAME CEO ON JULY 1, 2011, WAS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. DOCUMENT AVAILABILITY FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT OPERATION SMILE INTERNATIONAL HEADQUARTERS, 6435 TIDEWATER DRIVE, NORFOLK, VA 23509. ADDITIONALLY, FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON OUR WEBSITE AND THE GUIDESTAR WEBSITE: WWW.OPERATIONSMILE.ORG AND WWW2.GUIDESTAR.ORG. STATEMENT OF FUNCTIONAL EXPENSES FORM 990, PART IX, LINE 26, JOINT COSTS OPERATION SMILE COMPLETED A LINE COUNT OF DIRECT MAIL PIECES FROM THE CURRENT YEAR. THE PERCENTAGE THAT RELATED TO EDUCATION AND MANAGEMENT AND GENERAL EXPENSES WAS APPLIED TO THE COST OF THE DIRECT MAIL PIECE TO DETERMINE THE RELATED DOLLAR VALUE. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS ATTRIBUTABLE TO UNREALIZED LOSS ON SECURITIES IN THE AMOUNT OF -$4,404 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:William P. Magee Jr.,D.D.S.M.D. TITLE:EXEC CHAIRMAN & DIRECTOR HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Kathleen S. Magee,M.S.W.,M.Ed. TITLE:President & Director HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:William R. Fox TITLE:CHAIRMAN & DIRECTOR HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Howard Unger TITLE:CEO HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TERESA KRAUS TITLE:SENIOR VP FINANCE HOURS:1 OS HQ LLC 6435 TIDEWATER DRIVE NORFOLK VA 23509 541460147 GLOBAL HQ VA 687 15332420 OPERATION SM OPERATION SMILE FOUNDATION INC 6435 TIDEWATER DRIVE NORFOLK VA 23509 541639160 LT SUPPORT VA 501(c)(3) 11A I NA false false false false false false false false false false false false false true true false true false false