Skip to content
Nonprofiteer
← OPERATION SMILE INC

Form 990 for tax year 2024

Filed by OPERATION SMILE INC.

Totals

Total revenue
$100,175,924
Total expenses
$108,108,279
Contributions and grants received
$96,289,109
Grants paid
$20,508,113
Program service revenue
$465,416
Investment income
$3,335,645
Other revenue
$85,754
Total assets, end of year
$115,407,781
Total liabilities, end of year
$5,437,589
Net assets or fund balances, end of year
$109,970,192
Program services expenses (Part IX)
$68,613,217
Management and general expenses
$12,183,365
Fundraising expenses
$27,311,697
Program service expenses (Part III)
$68,613,217

Program services were 63.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $37,060

  • 1c · Fundraising events

    $184,767

  • 1d · Related organizations

    $14,938,771

  • 1f · All other contributions, gifts and grants

    $81,128,511

  • 1g · Noncash contributions included above

    $3,897,048

  • 2a · Program service revenue: YOUTH CONFERENCES

    total $443,154 · related or exempt $443,154 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: MISSIONS

    total $16,116 · related or exempt $16,116 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: MERCHANDISE SALES

    total $6,146 · related or exempt $6,146 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $3,349,182 · related or exempt $0 · unrelated business $0 · excluded $3,349,182

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $2,237,251 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $2,246,142 · other assets $4,646

  • 7c · Gain or loss

    securities -$8,891 · other assets -$4,646

  • 7d · Net gain or loss

    total -$13,537 · related or exempt $0 · unrelated business $0 · excluded -$13,537

  • 8a · Fundraising events: gross income

    $641,134

  • 8a · Fundraising events: contributions included on line 1c

    $184,767

  • 8b · Fundraising events: direct expenses

    $512,220

  • 8c · Net income from fundraising events

    total $128,914 · excluded $128,914

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $101,194 · related or exempt $0 · unrelated business $0 · excluded $101,194

  • 11b · Other revenue: CURRENCY LOSS

    total -$144,354 · related or exempt $0 · unrelated business $0 · excluded -$144,354

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    -$43,160

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $307,000 · program services $307,000

  • 3 · Grants to foreign organizations and individuals

    total $20,201,113 · program services $20,201,113

  • 7 · Other salaries and wages

    total $23,946,590 · program services $15,745,638 · management and general $4,382,027 · fundraising $3,818,925

  • 8 · Pension plan contributions

    total $1,192,600 · program services $784,172 · management and general $218,236 · fundraising $190,192

  • 9 · Other employee benefits

    total $2,174,750 · program services $1,429,967 · management and general $397,961 · fundraising $346,822

  • 10 · Payroll taxes

    total $1,370,107 · program services $900,889 · management and general $250,718 · fundraising $218,500

  • 11b · Fees: legal

    total $204,520 · program services $94,420 · management and general $52,768 · fundraising $57,332

  • 11c · Fees: accounting

    total $244,558 · program services $112,904 · management and general $63,098 · fundraising $68,556

  • 11e · Fees: professional fundraising services

    total $2,104,532 · fundraising $2,104,532

  • 11g · Fees: other

    total $6,248,882 · program services $3,856,481 · management and general $2,155,261 · fundraising $237,140

  • 12 · Advertising and promotion

    total $24,398,501 · program services $4,531,168 · management and general $916,593 · fundraising $18,950,740

  • 13 · Office expenses

    total $880,674 · program services $413,224 · management and general $155,401 · fundraising $312,049

  • 14 · Information technology

    total $1,809,500 · program services $165,456 · management and general $1,514,092 · fundraising $129,952

  • 16 · Occupancy

    total $1,148,064 · program services $609,614 · management and general $502,112 · fundraising $36,338

  • 17 · Travel

    total $7,434,404 · program services $6,922,486 · management and general $212,627 · fundraising $299,291

  • 19 · Conferences, conventions and meetings

    total $1,158,503 · program services $534,840 · management and general $324,758 · fundraising $298,905

  • 22 · Depreciation, depletion and amortization

    total $1,396,024 · program services $1,121,847 · management and general $129,438 · fundraising $144,739

  • 23 · Insurance

    total $380,041 · program services $226,960 · management and general $151,291 · fundraising $1,790

  • 24a · Other expenses: MISSION SUPPLIES

    total $5,133,617 · program services $5,117,842 · management and general $15,489 · fundraising $286

  • 24b · Other expenses: PUBLIC AWARENESS

    total $4,103,951 · program services $4,103,951 · management and general $0 · fundraising $0

  • 24c · Other expenses: OTHER EXPENSE

    total $2,270,348 · program services $1,433,245 · management and general $741,495 · fundraising $95,608

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 26 · Joint costs (an allocation of the lines above)

    total $24,443,842 · program services $7,190,908 · management and general $684,165 · fundraising $16,568,769

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $74,184,859 · end of year $68,194,755

  • 2 · Savings and temporary cash investments

    beginning of year $11,561,175 · end of year $12,195,260

  • 3 · Pledges and grants receivable

    beginning of year $12,244,402 · end of year $12,234,625

  • 4 · Accounts receivable

    beginning of year $1,870,893 · end of year $1,280,096

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $2,360,812 · end of year $2,029,392

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,411,948 · end of year $4,042,200

  • 10a · Land, buildings and equipment: cost or other basis

    $27,640,794

  • 10b · Land, buildings and equipment: accumulated depreciation

    $12,209,341

  • 10c · Land, buildings and equipment, net

    beginning of year $16,724,179 · end of year $15,431,453

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $21,778 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,214,949 · end of year $4,987,070

  • 19 · Deferred revenue

    beginning of year $177,483 · end of year $250,503

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $180,317 · end of year $200,016

  • 27 · Net assets without donor restrictions

    beginning of year $96,212,194 · end of year $95,653,895

  • 28 · Net assets with donor restrictions

    beginning of year $21,595,103 · end of year $14,316,297

Mission and programs · 2024

Mission

OPERATION SMILE, INC. (OPERATION SMILE OR OSI) IS A 501C(3) NOT-FOR-PROFIT VOLUNTARY HEALTH AND WELFARE ORGANIZATION WHOSE PURPOSE INCLUDES PROVIDING LIFE-CHANGING SURGERY FOR PEOPLE BORN WITH CLEFT LIP AND CLEFT PALATE AND OTHER SURGICAL CONDITIONS. THE ORGANIZATION PROVIDES MEDICAL EDUCATION AND SUPPORTS HEALTH SYSTEM STRENGTHENING INITIATIVES IN LOWER- AND MIDDLE-INCOME COUNTRIES. AS ONE OF THE LARGEST MEDICAL VOLUNTEER-BASED NONPROFITS, OPERATION SMILE HAS MOBILIZED THOUSANDS OF MEDICAL VOLUNTEERS FROM A WIDE RANGE OF CLINICAL SPECIALTIES FROM MORE THAN 80 COUNTRIES. OPERATION SMILE ENGAGES IN PARTNERSHIPS WITH GOVERNMENTS, HEALTH MINISTRIES, CORPORATIONS, ACADEMIC INSTITUTIONS AND OTHER NGOS TO ADVANCE HEALTHCARE 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 SO THAT EVERYONE LIVING WITH CLEFT HAS ACCESS TO CARE.

Activities or mission (Part I)

OPERATION SMILE'S PURPOSE INCLUDES PROVIDING LIFE-CHANGING SURGERY FOR PEOPLE BORN WITH CLEFT LIP AND CLEFT PALATE AND OTHER SURGICAL CONDITIONS. OPERATION SMILE, INC. (OPERATION SMILE OR OSI) IS A 501C(3) NOT-FOR-PROFIT VOLUNTARY HEALTH AND WELFARE ORGANIZATION WHOSE PURPOSE INCLUDES PROVIDING LIFE-CHANGING SURGERY FOR PEOPLE BORN WITH CLEFT LIP AND CLEFT PALATE AND OTHER SURGICAL CONDITIONS. THE ORGANIZATION PROVIDES MEDICAL EDUCATION AND SUPPORTS HEALTH SYSTEM STRENGTHENING INITIATIVES IN LOWER- AND MIDDLE-INCOME COUNTRIES.

  • 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 SHORTAND 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.

    Expenses $46,591,148 · Grants $11,258,374 · Revenue $443,154

  • 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 SURGICAL CARE TO 16,548 PATIENTS VIA ITS SHORT-TERM SURGICAL PROGRAMS AND HOSPITAL PARTNERSHIPS IN 36 COUNTRIES ACROSS A FOOTPRINT OF OVER 200 HOSPITALS. THE ORGANIZATION CONDUCTED 203 SHORT-TERM SURGICAL PROGRAMS, ALL OF WHICH WERE CONDUCTED BY A MAJORITY OF LOCAL MEDICAL VOLUNTEERS. DENTAL CARE WAS PROVIDED TO 26,976 PATIENTS THROUGH SHORT-TERM PROGRAMS. OPERATION SMILE PROVIDED COMPREHENSIVE CARE SERVICES INCLUDING ORAL HEALTH, SPEECH THERAPY, PSYCHOSOCIAL SERVICES, AND LIFE-SAVING NUTRITIONAL SUPPORT TO 120,476 PATIENTS. 7,609 HEALTH CARE WORKERS WERE TRAINED AND 16 HOSPITAL INVESTMENTS WERE MADE IN 10 COUNTRIES. 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.

    Expenses $22,022,069 · Grants $9,249,739 · Revenue $22,262

As filed on the 2024 return.

Listed in Part VII

  • Christopher Anderson

    TREASURER AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dominic Michael Gioffre Jr

    VICE-CHAIRMAN AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathleen S Magee MSW Ed

    CEO, PRESIDENT, SECRETARY & DIRECTOR

    Total calculated
    $237,098
    From this org
    $237,098
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $237,098
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $237,098

  • Robert James Boyd III

    CHAIRMAN AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Magee III

    Chief Medical Officer (as of 7/1/2024)

    Total calculated
    $0
    Hours/week
    1

  • William P Magee Jr

    CEO EMERITUS

    Total calculated
    $252,449
    From this org
    $237,191
    From related orgs
    $0
    Other
    $15,258
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $237,191
    Bonus
    $0
    Other
    $0
    Deferred
    $14,035
    Nontaxable benefits
    $1,223
    Filer's total
    $252,449

  • Bruce Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Poisant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Rodosky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Siti

    CHIEF FINANCIAL OFFICER

    Total calculated
    $368,081
    From this org
    $324,008
    From related orgs
    $0
    Other
    $44,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,008
    Bonus
    $0
    Other
    $0
    Deferred
    $19,966
    Nontaxable benefits
    $24,107
    Filer's total
    $368,081

  • Kristie Porcaro

    CHIEF STRATEGY OFFICER

    Total calculated
    $371,801
    From this org
    $324,260
    From related orgs
    $0
    Other
    $47,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,260
    Bonus
    $0
    Other
    $0
    Deferred
    $19,966
    Nontaxable benefits
    $27,575
    Filer's total
    $371,801

  • Melissa DiBona

    Chief of Staff

    Total calculated
    $183,561
    From this org
    $158,831
    From related orgs
    $0
    Other
    $24,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,831
    Bonus
    $0
    Other
    $0
    Deferred
    $9,726
    Nontaxable benefits
    $15,004
    Filer's total
    $183,561

  • Ruben Ayala

    CHIEF POLICY & ADVOCACY OFFICER

    Total calculated
    $294,179
    From this org
    $249,517
    From related orgs
    $0
    Other
    $44,662
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $249,517
    Bonus
    $0
    Other
    $0
    Deferred
    $15,268
    Nontaxable benefits
    $29,394
    Filer's total
    $294,179

  • Todd Magee

    COO & Advisor to the Office of the CEO

    Total calculated
    $235,057
    From this org
    $189,558
    From related orgs
    $0
    Other
    $45,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,558
    Bonus
    $0
    Other
    $0
    Deferred
    $6,936
    Nontaxable benefits
    $38,563
    Filer's total
    $235,057

  • Amber Leonti

    VP, US PHILANTHROPY

    Total calculated
    $265,098
    From this org
    $228,552
    From related orgs
    $0
    Other
    $36,546
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,552
    Bonus
    $22,000
    Other
    $0
    Deferred
    $13,705
    Nontaxable benefits
    $22,841
    Filer's total
    $265,098

  • Elizabeth Cote

    VP, GLOBAL MEDICAL EDUCATION

    Total calculated
    $268,104
    From this org
    $231,051
    From related orgs
    $0
    Other
    $37,053
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,051
    Bonus
    $10,000
    Other
    $0
    Deferred
    $10,605
    Nontaxable benefits
    $26,448
    Filer's total
    $268,104

  • Esther Kantner

    SENIOR VP, GLOBAL HR

    Total calculated
    $247,016
    From this org
    $235,069
    From related orgs
    $0
    Other
    $11,947
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,069
    Bonus
    $0
    Other
    $0
    Deferred
    $11,947
    Nontaxable benefits
    $0
    Filer's total
    $247,016

  • Joanne Bowers

    VP, INTEGRATED DIRECT MARKETING

    Total calculated
    $230,203
    From this org
    $204,568
    From related orgs
    $0
    Other
    $25,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,568
    Bonus
    $0
    Other
    $0
    Deferred
    $9,320
    Nontaxable benefits
    $16,315
    Filer's total
    $230,203

  • Patricia Baumann

    SVP, GLOBAL FINANCE

    Total calculated
    $257,768
    From this org
    $242,265
    From related orgs
    $0
    Other
    $15,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,265
    Bonus
    $0
    Other
    $0
    Deferred
    $3,219
    Nontaxable benefits
    $12,284
    Filer's total
    $257,768

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
BUSINESS CLASS TRAVEL OPERATION SMILE, INC. POLICY ALLOWS FOR UPGRADES TO BUSINESS 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's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OS HQ LLC

    GLOBAL HQ · VA · income $0 · assets $14,925,615

    Directly controlled by OPERATION SMILE INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • OPERATION SMILE FOUNDATION

    C Corporation · HEALTHCARE · KE · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by OPERATION SMILE INC

  • OPERATION SMILE MYANMAR COMPANY LIMITED

    C Corporation · HEALTHCARE · BM · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by OPERATION SMILE INC

  • CHARITABLE REMAINDER TRUST (2)

    Trust · SPLIT INTEREST AGREEMENT · VA · 0% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
29 April 2026
IRS schema version
2024v5.1
Source object
202621199349302277

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.