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Nonprofiteer
← OPERATION SMILE INC

Form 990 for tax year 2023

Filed by OPERATION SMILE INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 1 July 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$100,350,855
Total expenses
$97,320,485
Contributions and grants received
$95,915,957
Grants paid
$19,868,691
Program service revenue
$343,702
Investment income
$3,972,089
Other revenue
$119,107
Total assets, end of year
$123,380,046
Total liabilities, end of year
$5,572,749
Net assets or fund balances, end of year
$117,807,297
Program services expenses (Part IX)
$62,774,729
Management and general expenses
$9,609,870
Fundraising expenses
$24,935,886
Program service expenses (Part III)
$62,774,729

Program services were 64.5% 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.

  • 1c · Fundraising events

    $527,968

  • 1d · Related organizations

    $144,645

  • 1f · All other contributions, gifts and grants

    $95,243,344

  • 1g · Noncash contributions included above

    $3,670,740

  • 2a · Program service revenue: YOUTH CONFERENCES

    total $268,426 · related or exempt $268,426

  • 2b · Program service revenue: MISSIONS

    total $40,565 · related or exempt $40,565

  • 2c · Program service revenue: MERCHANDISE SALES

    total $34,711 · related or exempt $34,711

  • 3 · Investment income

    total $3,981,592 · excluded $3,981,592

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $5,616

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

    securities $3,789 · other assets $11,330

  • 7c · Gain or loss

    securities -$3,789 · other assets -$5,714

  • 7d · Net gain or loss

    total -$9,503 · excluded -$9,503

  • 8a · Fundraising events: gross income

    $309,985

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

    $527,968

  • 8b · Fundraising events: direct expenses

    $205,347

  • 8c · Net income from fundraising events

    total $104,638 · excluded $104,638

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CURRENCY LOSS

    total -$33,351 · excluded -$33,351

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $47,820 · excluded $47,820

  • 11e · Other revenue, total

    $14,469

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $21,008 · program services $21,008

  • 3 · Grants to foreign organizations and individuals

    total $19,847,683 · program services $19,847,683

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $1,671,704 · program services $966,198 · management and general $364,587 · fundraising $340,919

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $14,084,014 · program services $8,140,165 · management and general $3,071,625 · fundraising $2,872,224

  • 8 · Pension plan contributions

    total $828,760 · program services $479,000 · management and general $180,747 · fundraising $169,013

  • 9 · Other employee benefits

    total $2,081,821 · program services $1,203,234 · management and general $454,031 · fundraising $424,556

  • 10 · Payroll taxes

    total $1,074,393 · program services $620,969 · management and general $234,318 · fundraising $219,106

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $60,580 · program services $41,507 · management and general $6,253 · fundraising $12,820

  • 11c · Fees: accounting

    total $260,850 · program services $178,725 · management and general $26,925 · fundraising $55,200

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $1,774,063 · fundraising $1,774,063

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $9,157,758 · program services $7,490,078 · management and general $1,128,400 · fundraising $539,280

  • 12 · Advertising and promotion

    total $22,196,620 · program services $4,260,216 · management and general $545,173 · fundraising $17,391,231

  • 13 · Office expenses

    total $2,065,353 · program services $680,680 · management and general $1,017,563 · fundraising $367,110

  • 14 · Information technology

    total $2,364,515 · program services $779,275 · management and general $1,369,423 · fundraising $215,817

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $672,321 · program services $395,979 · management and general $275,517 · fundraising $825

  • 17 · Travel

    total $6,484,386 · program services $5,789,643 · management and general $420,832 · fundraising $273,911

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $292,252 · program services $200,240 · management and general $61,845 · fundraising $30,167

  • 20 · Interest

    total $7,055 · management and general $7,055

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $968,088 · program services $662,544 · management and general $143,224 · fundraising $162,320

  • 23 · Insurance

    total $323,094 · program services $192,629 · management and general $128,945 · fundraising $1,520

  • 24a · Other expenses: MISSION SUPPLIES

    total $6,384,810 · program services $6,382,968 · management and general $217 · fundraising $1,625

  • 24b · Other expenses: PUBLIC AWARENESS

    total $4,112,110 · program services $4,112,110

  • 24c · Other expenses: OTHER EXPENSE

    total $587,247 · program services $329,878 · management and general $173,190 · fundraising $84,179

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $66,979,418 · end of year $74,184,859

  • 2 · Savings and temporary cash investments

    beginning of year $10,873,292 · end of year $11,561,175

  • 3 · Pledges and grants receivable

    beginning of year $13,485,650 · end of year $12,244,402

  • 4 · Accounts receivable

    beginning of year $3,266,122 · end of year $1,870,893

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $1,923,146 · end of year $2,360,812

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,540,146 · end of year $4,411,948

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

    $27,706,040

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

    $10,981,861

  • 10c · Land, buildings and equipment, net

    beginning of year $17,560,393 · end of year $16,724,179

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,655,452 · end of year $5,214,949

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $82,783 · end of year $177,483

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,337,915 · end of year $180,317

  • 27 · Net assets without donor restrictions

    beginning of year $92,163,160 · end of year $96,212,194

  • 28 · Net assets with donor restrictions

    beginning of year $16,410,635 · end of year $21,595,103

Mission and programs · 2023

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 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.

    Expenses $40,965,793 · Grants $10,663,411 · Revenue $268,426

  • 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 15,474 PATIENTS VIA ITS SHORT-TERM SURGICAL PROGRAMS AND HOSPITAL PARTNERSHIPS IN 36 COUNTRIES ACROSS A FOOTPRINT OF OVER 200 HOSPITALS.THE ORGANIZATION CONDUCTED 204 SHORT-TERM SURGICAL PROGRAMS, ALL OF WHICH WERE CONDUCTED BY A MAJORITY OF LOCAL MEDICAL VOLUNTEERS. DENTAL CARE WAS PROVIDED TO 16,994 PATIENTS THROUGH SHORT-TERM PROGRAMS. OPERATION SMILE PROVIDED COMPREHENSIVE CARE SERVICES INCLUDING ORAL HEALTH, SPEECH THERAPY, PSYCHOSOCIAL SERVICES, AND LIFE-SAVING NUTRITIONAL SUPPORT TO 112,310 PATIENTS. 7,391 HEALTH CARE WORKERS WERE TRAINED AND FIVE HOSPITAL INVESTMENTS WERE MADE IN THREE 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 $21,808,936 · Grants $9,205,280 · Revenue $75,276

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • William P Magee Jr

    CEO, CEO EMERITUS & DIRECTOR

    Total calculated
    $414,429
    From this org
    $388,480
    From related orgs
    $0
    Other
    $25,949
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $388,480
    Bonus
    $0
    Other
    $0
    Deferred
    $25,949
    Nontaxable benefits
    $0
    Filer's total
    $414,429

  • James Siti

    CHIEF OPERATING OFFICER

    Total calculated
    $338,833
    From this org
    $310,357
    From related orgs
    $0
    Other
    $28,476
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,357
    Bonus
    $0
    Other
    $0
    Deferred
    $28,476
    Nontaxable benefits
    $0
    Filer's total
    $338,833

  • Kristie Porcaro

    CHIEF STRATEGY OFFICER

    Total calculated
    $318,076
    From this org
    $291,127
    From related orgs
    $0
    Other
    $26,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,127
    Bonus
    $0
    Other
    $0
    Deferred
    $26,949
    Nontaxable benefits
    $0
    Filer's total
    $318,076

  • William Magee III

    CHIEF OF EDU, RESEARCH & INNOV

    Total calculated
    $300,000
    From this org
    $300,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $300,000

  • Susan Can

    SENIOR VP, GLOBAL MKTG & STRGY

    Total calculated
    $271,344
    From this org
    $254,509
    From related orgs
    $0
    Other
    $16,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,509
    Bonus
    $0
    Other
    $0
    Deferred
    $16,835
    Nontaxable benefits
    $0
    Filer's total
    $271,344

  • Ruben Ayala

    CHIEF POLICY & ADVOCACY OFF.

    Total calculated
    $269,002
    From this org
    $246,438
    From related orgs
    $0
    Other
    $22,564
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $246,438
    Bonus
    $0
    Other
    $0
    Deferred
    $22,564
    Nontaxable benefits
    $0
    Filer's total
    $269,002

  • Amber Leonti

    VP, US PHILANTHROPY

    Total calculated
    $246,413
    From this org
    $229,333
    From related orgs
    $0
    Other
    $17,080
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,333
    Bonus
    $0
    Other
    $0
    Deferred
    $17,080
    Nontaxable benefits
    $0
    Filer's total
    $246,413

  • Joanne Bowers

    VP, INTEGRATED DIRECT MKTG.

    Total calculated
    $218,958
    From this org
    $200,665
    From related orgs
    $0
    Other
    $18,293
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,665
    Bonus
    $0
    Other
    $0
    Deferred
    $18,293
    Nontaxable benefits
    $0
    Filer's total
    $218,958

  • Esther Kantner

    SENIOR VP, GLOBAL HR

    Total calculated
    $216,201
    From this org
    $198,280
    From related orgs
    $0
    Other
    $17,921
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,280
    Bonus
    $0
    Other
    $0
    Deferred
    $17,921
    Nontaxable benefits
    $0
    Filer's total
    $216,201

  • Elizabeth Cote

    VP, GLOBAL MEDICAL EDUCATION

    Total calculated
    $197,696
    From this org
    $197,696
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,696
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $197,696

  • Jesse Hines Thru 1222

    CHIEF OF LOGISTICS & FACS.

    Total calculated
    $171,615
    From this org
    $170,473
    From related orgs
    $0
    Other
    $1,142
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $170,473
    Bonus
    $0
    Other
    $0
    Deferred
    $1,142
    Nontaxable benefits
    $0
    Filer's total
    $171,615

  • Kathleen S Magee Mswed

    CEO, PRESIDENT, SECRTRY & DIR.

    Total calculated
    $65,609
    From this org
    $65,609
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 0.2 related

  • Robert James Boyd III

    CHAIRMAN AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dominic Michael Gioffre Jr

    VICE-CHAIRMAN AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christopher Anderson

    TREASURER AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Todd Magee

    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

  • Bruce Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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
  • 4a · Severance or change-of-control payment

Answered no

  • 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:
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 $3,592,584

    Directly controlled by OP SMILE

Related corporations and trusts

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

  • OPERATION SMILE FOUNDATION

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

    Directly controlled by OPERATION SMILE

  • OPERATION SMILE MYANMAR COMPANY LIMITED

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

    Directly controlled by OPERATION SMILE

  • CHARITABLE REMAINDER TRUST (2)

    T · SPLIT INTR AGR · VA · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521359349317707

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