2024-04-17T15:43:18-05:00 2023-06-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2022-07-01 541460147 OPERATION SMILE INC OPER 7573217645 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 MATHEW THOMAS VP OF GLOBAL FINANCE 7573217645 2024-04-16 1 MATHEW THOMAS 999009999 1 BRIAN KEARNS P02061479 7032868000 2024-04-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHLEEN S MAGEE 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 95615999 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 6 203 4259 0 0 91151613 92513014 152471 366665 382544 2535160 -180130 -348650 91506498 95066189 11721491 16044204 0 0 16850326 18289486 3661569 1742223 23193585 45459676 51771943 77693062 87847856 13813436 7218333 107979249 117649945 6566652 9076150 101412597 108573795 X SEE SCHEDULE O 0 0 24705240 9278585 36275 SEE SCHEDULE O. 30634552 6765619 330390 SEE SCHEDULE O. 55339792 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 79 0 1 203 1 0 1 RW VM CH MA KE BM 0 0 0 1 1 1 1 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 PAT BAUMANN 7573213205 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 WILLIAM P MAGEE JR CEO EMERITUS & DIRECTOR 40.00 0.10 X X 395789 0 43823 KATHLEEN S MAGEE MSW ED CEO, PRESIDENT, SECRETARY & DIRECTOR 40.00 0.20 X X 0 0 0 ROBERT JAMES BOYD III CHAIRMAN/DIRECTER 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 & VICE-CHAIRMAN 1.00 0.00 X 0 0 0 CHRISTOPHER ANDERSON TREASURER & 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 JAMES SITI CHIEF OPERATING OFFICER 40.00 0.00 X 316400 0 36093 RUBEN AYALA CHIEF POLICY & ADVOCACY OFFICER 40.00 0.10 X 243307 0 36269 KRISTIE PORCARO CHIEF STRATEGY OFFICER 40.00 0.00 X 299441 0 41737 JESSE HINES CHIEF OF LOGISTICS AND FACILITIES 40.00 0.00 X 170474 0 1548 MATHEW THOMAS VP OF GLOBAL FINANCE 40.00 0.00 X 196439 0 29760 JOANNE BOWERS VP INTEGRATED DIRECT MARKETING 40.00 0.00 X 203256 0 44585 ESTHER KARTNER SENIOR VP GLOBAL HUMAN RESOURCES 40.00 0.00 X 199130 0 18408 JASON SUTTON VP OF OPERATIONS 40.00 0.00 X 198246 0 35408 SUSAN CAN SENIOR VP, GLOBAL MKTG & STGY 40.00 0.00 X 250000 0 30816 ELIZABETH COTE VP GLOBAL MEDICAL EDUCATION 40.00 0.00 X 204583 0 20624 2677065 0 339071 37 0 1 0 FULL HEARTS 254 NORTH LAKE AVENUE 312 PASADENA CA 91101 FUNDRAISING COUNCIL 14057036 EDGE DIRECT LLC PO BOX 840 TULSA OK 74101 FUNDRAISING COUNCIL 5298030 ONE & ALL INC 3585 ATLANTA AVENUE PITTSBURGH PA 15264 FUNDRAISING COUNCIL 2140063 MDS COMMUNICATIONS CORPORATION 545 WEST JUANITA AVENUE MESA AZ 85710 TELEFUNDRAISING 2021916 THE MAIL BAG 3030 WATERVIEW AVE BALTIMORE MD 21230 DIRECT MAIL PRODUCTION 1188973 30 42669 968287 139716 91362342 2191867 92513014 YOUTH CONFERENCES 900099 330390 330390 MISSIONS 900099 18624 18624 MERCHANDISE SALES 900099 17651 17651 366665 2532213 2532213 7916 4824 145 3092 -145 2947 2947 195023 968287 544841 -349818 -349818 CURRENCY GAIN 900099 1168 1168 1168 95066189 366665 0 2186510 74600 74600 15969604 15969604 4028151 1009743 2020352 998056 10376076 7584568 1187093 1604415 898453 501881 228045 168527 1877088 1072463 450020 354605 1109718 683094 236184 190440 78515 9227 63570 5718 257597 60279 197318 1742223 1742223 8117370 6838300 473185 805885 22992540 5542357 908569 16541614 2566675 1309791 970568 286316 1734289 233025 1450209 51055 684828 224986 456091 3751 5123483 4772605 97264 253614 344182 302662 18085 23435 12508 12508 1218516 722668 411697 84151 323136 221969 99543 1624 MISSION SUPPLIES 4803160 4801966 260 934 PUBLIC AWARENESS 3306665 3306665 OTHER EXPENSE 208479 97339 33918 77222 87847856 55339792 9314479 23193585 X 18847701 4755812 1333157 12814732 59652625 66979418 10666301 10873292 12166365 13485650 1742721 3266122 1974118 1923146 3113956 3540146 27579655 10019262 18663163 17560393 21778 107979249 117649945 4828328 4655452 193644 82783 1544680 4337915 6566652 9076150 X 84759421 92163160 16653176 16410635 101412597 108573795 107979249 117649945 7218333 -57135 0 X 0 1 X 1 0 X 78118871 87049298 84997461 91151613 92513014 433830257 78118871 87049298 84997461 91151613 92513014 433830257 433830257 41214 213128 227413 342923 2532213 3356891 70424 71238 15741 119 0 157522 437344670 2712323 0.99200 0.99740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 70,424. 2019 AMOUNT: $ 71,238. 2020 AMOUNT: $ 15,741. 2021 AMOUNT: $ 119. 2022 AMOUNT: $ 0. 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 6/30/2023, 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 2024. OPERATION SMILE ALSO PAYS DUES AND MEMBERSHIP FEES OF WHICH AN INSUBSTANTIAL PORTION MAY BE USED BY OUR PARTNERS FOR LOBBYING ACTIVITIES. 1068312 52721 1121033 936995 125000 6317 1068312 935000 1995 936995 935000 935000 0.00000 1.00000 0.00000 0 0 3094293 3094293 16739589 4384686 12354903 11330 5498 5832 6930398 5629078 1301320 804045 804045 17560393 CAPITAL LEASE OBLIGATIONS 22425 REFUNDABLE ADVANCES 4315490 4337915 146627024 -57135 51617970 51560835 95066189 0 95066189 139465826 51617970 51617970 87847856 0 87847856 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. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 EDUCATION EDUCATION 144377 CENTRAL AMERICA AND THE CARIBBEAN 0 0 FUNDRAISING 19107 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANT MAKING 2663831 CENTRAL AMERICA AND THE CARIBBEAN 0 0 MISSIONS MISSION 464086 EAST ASIA AND THE PACIFIC 2 0 EDUCATION EDUCATION 365722 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 83527 EAST ASIA AND THE PACIFIC 0 2 GRANT MAKING 773563 EAST ASIA AND THE PACIFIC 0 25 MISSIONS MISSION 263311 EUROPE 0 0 EDUCATION EDUCATION 191742 EUROPE 0 0 FUNDRAISING 15609 EUROPE 0 0 GRANT MAKING 294396 EUROPE 0 0 MISSIONS MISSION 195528 MIDDLE EAST AND NORTH AFRICA 0 0 EDUCATION EDUCATION 170155 MIDDLE EAST AND NORTH AFRICA 0 0 GRANT MAKING 2043058 MIDDLE EAST AND NORTH AFRICA 0 0 MISSIONS MISSION 793810 NORTH AMERICA 0 0 EDUCATION EDUCATION 19185 NORTH AMERICA 0 0 GRANT MAKING 640206 NORTH AMERICA 0 0 MISSIONS MISSION 82587 RUSSIA AND THE NEIGHBORING STATES 0 0 MISSIONS MISSION 2098 SOUTH AMERICA 0 0 EDUCATION EDUCATION 210113 SOUTH AMERICA 0 0 FUNDRAISING 1856 SOUTH AMERICA 0 0 GRANT MAKING 3089689 SOUTH AMERICA 0 0 MISSIONS MISSION 768732 SOUTH ASIA 0 0 EDUCATION EDUCATION 184724 SOUTH ASIA 0 0 GRANT MAKING 1518784 SOUTH ASIA 0 0 MISSIONS MISSION 80047 SUB-SAHARAN AFRICA 3 0 EDUCATION EDUCATION 1999454 SUB-SAHARAN AFRICA 0 2 GRANT MAKING 3364671 SUB-SAHARAN AFRICA 0 27 MISSIONS MISSION 857238 2 27 3 29 5 56 4777524 16523682 21301206 CENTRAL AMERICA AND THE CARIBBEAN MISSIONS 272702 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN MISSIONS 1433180 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN MISSIONS 768406 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN MISSIONS 190322 WIRE 0 EAST ASIA AND THE PACIFIC MISSIONS 693762 WIRE 0 EAST ASIA AND THE PACIFIC MISSIONS 79801 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) CAPACITY BUILDING 294396 WIRE 0 MIDDLE EAST AND NORTH AFRICA MISSIONS 470778 WIRE 21350 EQUIPMENT COST MIDDLE EAST AND NORTH AFRICA MISSIONS 259286 WIRE 0 MIDDLE EAST AND NORTH AFRICA MISSIONS 1046265 WIRE 0 MIDDLE EAST AND NORTH AFRICA MISSIONS 200000 WIRE 0 MIDDLE EAST AND NORTH AFRICA MISSIONS 45379 WIRE 0 NORTH AMERICA CAPACITY BUILDING 374562 WIRE 0 NORTH AMERICA MISSIONS 265644 WIRE 0 SOUTH AMERICA MISSIONS 275262 WIRE 0 SOUTH AMERICA MISSIONS 358192 WIRE 0 SOUTH AMERICA MISSIONS 1375121 WIRE 0 SOUTH AMERICA MISSIONS 359783 WIRE 0 SOUTH AMERICA MISSIONS 163195 WIRE 0 SOUTH AMERICA MISSIONS 354400 WIRE 0 SOUTH AMERICA MISSIONS 203735 WIRE 0 SOUTH ASIA MISSIONS 1518783 WIRE 0 SUB-SAHARAN AFRICA MISSIONS 422826 WIRE 0 SUB-SAHARAN AFRICA MISSIONS 126343 WIRE 0 SUB-SAHARAN AFRICA MISSIONS 886454 WIRE 0 SUB-SAHARAN AFRICA MISSIONS 0 WIRE 55766 EQUIPMENT COST SUB-SAHARAN AFRICA MISSIONS 1158797 WIRE 0 SUB-SAHARAN AFRICA CAPACITY BUILDING 34912 WIRE 0 SUB-SAHARAN AFRICA CAPACITY BUILDING 679482 WIRE 0 19 2 FELLOWSHIPS SOUTH AMERICA 3 97700 WIRE N/A FELLOWSHIPS SUB-SAHARAN AFRICA 16 133288 WIRE N/A FELLOWSHIPS EUROPE 1 51500 WIRE N/A FELLOWSHIPS MIDDLE EAST AND NORTH AFRICA 1 42726 WIRE N/A FELLOWSHIPS NORTH AMERICA 1 31248 WIRE N/A FELLOWSHIPS CENTRAL AMERICA AND THE CARIBBEAN 1 18000 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 FULL HEARTS 245 N LAKE AVE 312 PASADENA CA 91101 DR CONSUL 0 17720283 667479 17052804 EDGE DIRECT LLC 3030 WATERVIEW AVE BALTIMORE MD 21230 DR CONSUL 0 17166401 900000 16266401 ONE AND ALL INC 2 N LAKE AVE STE 600 PASADENA CA 91101 DR CONSUL 0 4185626 36490 4149136 MDS COMMUNICATIONS 545 WEST JUANITA AVE MESA AZ 12224 TELEMARKET 0 3716036 1448720 2267316 42788346 3052689 39735657 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 402730 329590 73140 92384 31829 HOUSTON GALA 207006 160310 46696 73880 7504 3 553574 478387 75187 332385 6859 1163310 968287 195023 498649 46192 544841 -349818 SCHEDULE G, PART I, LINE 2B, COLUMN (V) OPERATION SMILE HAS AN AGREEMENT WITH EDGE DIRECT, LLC, TO PROVIDE SERVICES, INCLUDING PROFESSIONAL FUNDRAISING COUNSEL, DIRECT MAIL ANALYTICS AND CREATIVE STRATEGY AND DEVELOPMENT, AND PROJECT MANAGEMENT. PAYMENTS TO EDGE DIRECT IN THE TAX YEAR TOTALED 5,338,689.81, OF WHICH EDGE DIRECT RETAINED APPROXIMATELY 1.7%. 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 $13,557,977 OF WHICH FULL HEARTS RETAINED APPROXIMATELY 5%. 1 FELLOWSHIPS 3 74600 PART I, LINE 2: OPERATIONS SMILE, INC. DID NOT MAKE GRANTS TO DOMESTIC ORGANIZATIONS IN FY 23. 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 EMERITUS & DIRECTOR 395789 0 0 0 0 0 25949 0 17874 0 439612 0 0 0 JAMES SITI CHIEF OPERATING OFFICER 316400 0 0 0 0 0 28476 0 7617 0 352493 0 0 0 KRISTIE PORCARO CHIEF STRATEGY OFFICER 299441 0 0 0 0 0 26959 0 14778 0 341178 0 0 0 SUSAN CAN SENIOR VP, GLOBAL MKTG & STGY 250000 0 0 0 0 0 16835 0 13981 0 280816 0 0 0 RUBEN AYALA CHIEF POLICY & ADVOCACY OFFICER 243307 0 0 0 0 0 22565 0 13704 0 279576 0 0 0 JOANNE BOWERS VP INTEGRATED DIRECT MARKETING 203256 0 0 0 0 0 18293 0 26292 0 247841 0 0 0 JASON SUTTON VP OF OPERATIONS 198246 0 0 0 0 0 17842 0 17566 0 233654 0 0 0 MATHEW THOMAS VP OF GLOBAL FINANCE 196439 0 0 0 0 0 17679 0 12081 0 226199 0 0 0 ELIZABETH COTE VP GLOBAL MEDICAL EDUCATION 204583 0 0 0 0 0 3000 0 17624 0 225207 0 0 0 ESTHER KARTNER SENIOR VP GLOBAL HUMAN RESOURCES 199130 0 0 0 0 0 17948 0 460 0 217538 0 0 0 JESSE HINES CHIEF OF LOGISTICS AND FACILITIES 15936 0 0 0 154538 0 1442 0 106 0 172022 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 JESSE HINES OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II COLUMN (B) (III) INCLUDES $73,909 REPRESENTING SEVERANCE PAYMENTS RECEIVED BY MR. HINES DURING 07/01/2022 THRU 06/30/2023. KRISTIE PORCARO DAUGHTER OF CEO & PRES 280596 EMPLOYMENT 0 WILLIAM MAGEE III SON OF CEO & PRESIDENT 126000 PROFESSIONAL SERVICES 0 BRIDGETTE CLIFFORD DAUGHTER OF CEO & PRESIDENT 73938 EMPLOYMENT 0 X 480 COST X 337 2191336 COST X CRYPTOCURRENCY 3 51 FMV 0 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-PRIVATE PARTNERSHIPS 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 60 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 24,726 PATIENTS WITH SURGERY AND DENTAL CARE VIA ITS SHORT-TERM MEDICAL PROGRAMS AND CARE CENTERS IN 24 COUNTRIES ACROSS A FOOTPRINT OF 175 HOSPITALS. WHILE THE ORGANIZATION CONDUCTED 183 SHORT-TERM MEDICAL PROGRAMS, ALL OF WHICH WERE CONDUCTED BY A MAJORITY OF LOCAL MEDICAL VOLUNTEERS. OPERATION SMILE ADDRESSED COMPREHENSIVE CARE SERVICES INCLUDING ORAL HEALTH, SPEECH THERAPY, AND NUTRITION WERE PROVIDED TO 54,378 PLUS PATIENTS. OVER 5,860 HEALTH CARE WORKERS WERE TRAINED, AND TEN HOSPITAL INVESTMENTS WERE MADE. OPERATION SMILE CONTINUES 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, CHIEF STRATEGY OFFICER, 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. OS HQ LLC 3641 FACULTY BOULEVARD VIRGINIA BEACH VA 23453 541460147 GLOBAL HQ VA 0 4067655 OP SMILE OPERATION SMILE FOUNDATION PO BOX 18338 NAIROBI KE HEALTHCARE KE OPERATION SMILE C 1.00000 1 OPERATION SMILE MYANMAR COMPANY LIMITED 504 6TH FL BLDG C MIDDLE SHWE GON BAHAN TSP YANGON BM HEALTHCARE BM OPERATION SMILE C -2511 21899 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 139716 FMV