OPERATION SMILE INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- OPERATION SMILE INC (EIN 54-1460147)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201121339349303752
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T12:59:36-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 Monticello Ave Suite 1900 | AddressLine1 |
| City | Norfolk | City |
| State | VA | State |
| ZIP Code | 235103310 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541460147 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Operation Smile Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OPER | NameControl |
| Phone | 7573217645 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6435 Tidewater Drive | AddressLine1 |
| City | Norfolk | City |
| State | VA | State |
| ZIP Code | 23509 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Teresa M Kraus | Name |
| Title | VP Finance | Title |
| Phone | 7573217645 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7576167000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | William P Magee Jr MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6435 Tidewater Drive | AddressLine1 |
| City | Norfolk | City |
| State | VA | State |
| ZIP Code | 23509 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 45763413 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | http://www.operationsmile.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | OPERATION SMILE PROVIDES FREE SURGERIES AND TRAINS LOCAL DOCTORS AROUND THE WORLD TO TREAT BOTH CHILDREN AND ADULTS BORN WITH FACIAL DEFORMITIES, SUCH AS CLEFT LIP AND CLEFT PALATE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 137 | TotalNbrEmployees |
| Total Nbr Volunteers | 5000 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 33081817 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 40497601 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 408292 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 476362 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 28803 | InvestmentIncomePriorYear |
| Investment Income Current Year | 927 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -357263 | OtherRevenuePriorYear |
| Other Revenue Current Year | -406333 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33161649 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40568557 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2711177 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3149653 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6481631 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6537499 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 2644250 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 3759508 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 15759894 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22216119 | OtherExpensePriorYear |
| Other Expenses Current Year | 24726446 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34053177 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38173106 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -891528 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2395451 | RevenuesLessExpensesCY |
| Total Assets BOY | 20900806 | TotalAssetsBOY |
| Total Assets EOY | 25259253 | TotalAssetsEOY |
| Total Liabilities BOY | 3014413 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4970950 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17886393 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20288303 | NetAssetsOrFundBalancesEOY |
| Mission Description | Operation Smile is a children's medical charity with a presence in more than 60 countries dedicated to providing free treatment and surgery for those who suffer from facial deformities such as cleft lips and cleft palates. The organization works to build a sustainable healthcare infrastructure in our partner countries by training doctors to treat children in their own local communities, donating crucial medical equipment, building public-private partnerships, and creating in-country foundations to increase capacity. Operation Smile is committed to raising awareness, educating, and serving as an advocate for the cleft issue. Through partnerships, Operation Smile is conducting research to ultimately help identify the causes of clefting. By inspiring action and leadership, the organization has mobilized more than 5,000 medical volunteers in more than 75 countries and more than 700 Student Clubs around the world. Operation Smile also educates and encourages communities to spread awareness | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 13489767 | Expense |
| Grants | 938361 | Grants |
| Revenue | 347801 | Revenue |
| Description | Treatment: Operation Smile provides free, reconstructive surgery for children and young adults suffering from clefts. Treatment is delivered in some of the most remote regions of the world by international medical volunteers during medical missions. In our almost 30 year history, the organization has performed nearly 200,000 surgeries. In the last fiscal year, inclusive of activity performed in our Comprehensive Care Centers as noted in Part 4B, Operation Smile hosted 152 medical missions across 33 countries, and provided free surgery for 16,113 children and young adults and 26,611 physical examinations. Nearly 60% of those surgeries were performed by in-country local medical volunteers. Operation Smile held inaugural medical missions in 21 locations - from Tashkent, Uzbekistan and Kigali, Rwanda to Jakarta, Indonesia and Santo Domingo, Dominican Republic - during which we treated 1,969 children. 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 154 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, while not traditionally a disaster response organization, Operation Smile's medical volunteers quickly responded when the earthquake hit Haiti in January 2010. We sent teams of plastic and orthopedic surgeons, anesthesiologists, critical care nurses and technicians to provide life-saving care. In total, Operation Smile deployed 11 teams - over 130 medical volunteers - and 25 tons of medical supplies and equipment to Haiti. Our ability to mobilize highly-trained medical professionals, equipment and supplies is a core competency as is our ability to provide high quality medical relief and surgical services. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3758731 | Expense |
| Grants | 1495105 | Grants |
| Revenue | 0 | Revenue |
| Description | 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 local doctors around the world to give them the highly-specialized skills needed to provide treatment for the back-log 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; develops public/private partnerships; and creates global, in-country Foundations that strengthen local development, raise funds and awareness as well as coordinate medical missions. Operation Smile has also, via grants to our foundations, established 12 global Comprehensive Care Centers designed to provide year-round patient care and train medical volunteers to help increase in-country capacity. 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. At the Care Centers, 5,400 patients were screened for surgery last fiscal year, and over 3,800 patients received reconstructive surgery for their facial deformities. Through partnerships with the American Heart Association, as well as leading medical and teaching institutions, medical professionals from developing countries receive medical education and training through Operation Smile-sponsored conferences, seminars, workshops and exchanges. 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. As an International Training Organization (ITO) of the AHA, last fiscal year, Operation Smile awarded 4,037 AHA Life Support certifications - nearly doubling the amount awarded the previous year. Operation Smile was the first organization authorized by the AHA to function as a global and mobile ITO. In a 2010 survey of previous life support training participants, more than 85% of respondents said they had saved a life with their newfound knowledge. In addition, Operation Smile was also the first cleft organization to support the World Health Organization's Safe Surgery Saves Lives initiative which is an integral part of the organization's Global Standards of Care. Operation Smile works closely with Regional Medical Officers around the world to ensure the highest standards of care are provided to patients regardless of where treatment is delivered. Operation Smile's model and worldwide programs have seen significant growth, and as a result, the organization expanded its Medical Oversight Board this past year to increase the resources and training available for our medical volunteers, partner countries and in-country hospitals. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3599289 | Expense |
| Grants | 189455 | Grants |
| Revenue | 128561 | Revenue |
| Description | 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 non-profit 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 700 Student Clubs in over 30 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. Going one step further, students providing educational support to children and families on nearly every Operation Smile medical mission, gaining a better understanding of global cultures and the impact one person can make in the world. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 20847787 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 137 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | ET | NameOfForeignCountry |
| Name Of Foreign Country | VM | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERESA KRAUS | NamePerson |
| Telephone Number | 7573217645 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6435 TIDEWATER DRIVE | AddressLine1 |
| City | Norfolk | City |
| State | VA | State |
| ZIP Code | 23509 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| William P Magee Jr DDS MD | ||||||||
| CEO & Director | 40.0 | X | X | 54247 | 0 | 90 | ||
| Kathleen S Magee MSW MEd | ||||||||
| President & Director | 40.0 | X | X | 0 | 0 | 0 | ||
| Felipe Encinales | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Jeremy Greenhalgh | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Joseph Kainz | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Cindy Hensley McCain | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| William R Fox | ||||||||
| Director | 25.0 | X | 0 | 0 | 0 | |||
| Randy Sherman MD | ||||||||
| CMO & Director | 30.0 | X | X | 0 | 0 | 0 | ||
| Donald Trump Jr | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Robert James Boyd III | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Gary Loh | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Chai Patel MD | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Alberto Motta | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Melanie Tyler | ||||||||
| VP, Finance | 40.0 | X | 98170 | 0 | 9357 | |||
| Howard Unger | ||||||||
| Chief Operating Officer | 40.0 | X | 183769 | 0 | 12999 | |||
| Jillian Stanley | ||||||||
| VP, Finance | 40.0 | X | 81873 | 0 | 11742 | |||
| Richard Vander Burg | ||||||||
| Chief Strategic Officer | 40.0 | 138576 | 0 | 17597 | X | |||
| Ellen Agler | ||||||||
| SENIOR VP, INTL PROGRAMS | 40.0 | 276491 | 0 | 16183 | X | |||
| Lisa Jardanhazy | ||||||||
| VP, STRATEGIC PSHIPS & CR | 40.0 | 122677 | 0 | 15651 | X | |||
| Kyla Shawyer | ||||||||
| Sr. VP, Response Marketing | 40.0 | 127301 | 0 | 16711 | X | |||
| Kristie Magee Porcaro | ||||||||
| VP, US Develop & Global Pships | 40.0 | 100426 | 0 | 13844 | X | |||
| Yvonne Wray | ||||||||
| Sr. Director, Major Gifts | 40.0 | 96830 | 0 | 13174 | X | |||
| Teresa Sides | ||||||||
| Sr. Director, Major Gifts | 40.0 | 89250 | 0 | 12643 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1369610 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 139991 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| Russ Reid | ||||||||||
| 14384 Collections Center Drive | CHICAGO | IL | 60693 | Fundraising Counsel | 2322956 | |||||
| Community Counseling Service | ||||||||||
| 461 Fifth Avenue 3rd Floor | NEW YORK | NY | 10017 | Fundraising Counsel | 196446 | |||||
| Mafco Italia SRL | ||||||||||
| Program Management | 173134 | SEDE LEGALE VIA NERA N 4/8 | ROME | 0 | IT | 00199 | ||||
| Strategic Fundraising | ||||||||||
| 2325 Momentum Place | CHICAGO | IL | 60689 | Fundraising Counsel | 161580 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 232554 | FederatedCampaigns |
| Fundraising Events | 2746042 | FundraisingEvents |
| All Other Contributions | 37519005 | AllOtherContributions |
| Noncash Contributions | 6729804 | NoncashContributions |
| Total Contributions | 40497601 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| YOUTH CONFERENCES | 611600 | 128561 | 128561 |
| MISSION ADMISSION | 624200 | 347801 | 347801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 476362 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37721 | TotalRevenueColumn |
| Exclusion | $37,721 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4356997 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4393791 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -36794 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -36794 | TotalRevenueColumn |
| Exclusion | -$36,794 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 394732 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2746042 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 801065 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -406333 | TotalRevenueColumn |
| Exclusion | -$406,333 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40568557 | TotalRevenueColumn |
| Related Or Exempt Function Income | 476362 | RelatedOrExemptFunctionIncome |
| Exclusion | -$405,406 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38172 | Total |
| Program Services | 38172 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3111481 | Total |
| Program Services | 3111481 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1083078 | Total |
| Program Services | 713939 | ProgramServices |
| Management And General | 185352 | ManagementAndGeneral |
| Fundraising | 183787 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193574 | Total |
| Program Services | 99276 | ProgramServices |
| Fundraising | 94298 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4196777 | Total |
| Program Services | 2406490 | ProgramServices |
| Management And General | 362678 | ManagementAndGeneral |
| Fundraising | 1427609 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277982 | Total |
| Program Services | 170392 | ProgramServices |
| Management And General | 13935 | ManagementAndGeneral |
| Fundraising | 93655 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386439 | Total |
| Program Services | 244319 | ProgramServices |
| Management And General | 29909 | ManagementAndGeneral |
| Fundraising | 112211 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399649 | Total |
| Program Services | 234504 | ProgramServices |
| Management And General | 36140 | ManagementAndGeneral |
| Fundraising | 129005 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136020 | Total |
| Program Services | 49943 | ProgramServices |
| Management And General | 63500 | ManagementAndGeneral |
| Fundraising | 22577 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71199 | Total |
| Program Services | 21853 | ProgramServices |
| Management And General | 36930 | ManagementAndGeneral |
| Fundraising | 12416 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3759508 | Total |
| Fundraising | 3759508 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6457 | Total |
| Program Services | 2066 | ProgramServices |
| Management And General | 3100 | ManagementAndGeneral |
| Fundraising | 1291 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1721684 | Total |
| Program Services | 1242655 | ProgramServices |
| Management And General | 82841 | ManagementAndGeneral |
| Fundraising | 396188 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 847408 | Total |
| Program Services | 523328 | ProgramServices |
| Management And General | 29619 | ManagementAndGeneral |
| Fundraising | 294461 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7130645 | Total |
| Program Services | 6624537 | ProgramServices |
| Management And General | 221731 | ManagementAndGeneral |
| Fundraising | 284377 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81668 | Total |
| Program Services | 50868 | ProgramServices |
| Management And General | 12086 | ManagementAndGeneral |
| Fundraising | 18714 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406471 | Total |
| Program Services | 331722 | ProgramServices |
| Management And General | 24408 | ManagementAndGeneral |
| Fundraising | 50341 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4007695 | Total |
| Program Services | 3786268 | ProgramServices |
| Management And General | 39977 | ManagementAndGeneral |
| Fundraising | 181450 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349700 | Total |
| Program Services | 325121 | ProgramServices |
| Management And General | 9360 | ManagementAndGeneral |
| Fundraising | 15219 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12865 | Total |
| Program Services | 9455 | ProgramServices |
| Management And General | 989 | ManagementAndGeneral |
| Fundraising | 2421 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400439 | Total |
| Program Services | 267700 | ProgramServices |
| Management And General | 93355 | ManagementAndGeneral |
| Fundraising | 39384 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77636 | Total |
| Program Services | 55343 | ProgramServices |
| Management And General | 13223 | ManagementAndGeneral |
| Fundraising | 9070 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| FUNDRAISING EXPENSES | 8904133 | 294921 | 8609212 | |
| PUBLIC EDUCATION | 345578 | 345578 | ||
| OTHER MISSION EXPENSES | 146699 | 146699 | ||
| MISCELLANEOUS | 80149 | 11371 | 22700 | 46078 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38173106 | Total |
| Program Services | 20847787 | ProgramServices |
| Management And General | 1565425 | ManagementAndGeneral |
| Fundraising | 15759894 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2855900 | Total |
| Program Services | 256981 | ProgramServices |
| Management And General | 291649 | ManagementAndGeneral |
| Fundraising | 2308823 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7096228 | BOY |
| EOY | 7947761 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5044980 | BOY |
| EOY | 5259316 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2562629 | BOY |
| EOY | 3461969 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191404 | BOY |
| EOY | 349574 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4347114 | BOY |
| EOY | 6548582 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59522 | BOY |
| EOY | 90707 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4846666 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3332042 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1518206 | BOY |
| EOY | 1514624 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72290 | BOY |
| EOY | 83048 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8433 | BOY |
| EOY | 3672 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20900806 | BOY |
| EOY | 25259253 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3005980 | BOY |
| EOY | 4815720 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 151558 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8433 | BOY |
| EOY | 3672 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3014413 | BOY |
| EOY | 4970950 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14090666 | BOY |
| EOY | 15924564 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3795727 | BOY |
| EOY | 4363739 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17886393 | BOY |
| EOY | 20288303 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20900806 | BOY |
| EOY | 25259253 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12036543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21809994 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31381451 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33081817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40497601 | CurrentTaxYear |
| Total | 138807406 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12036543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21809994 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31381451 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33081817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40497601 | CurrentTaxYear |
| Total | 138807406 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9623343 | AmountsSubstContributorsTotal |
| Public Support Total170 | 129184063 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 121744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 234419 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 264909 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 131302 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37721 | CurrentTaxYear |
| Total | 790095 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 139597501 | TotalSupport |
| Gross Receipts From Admissions Etc | 1892968 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92540 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.91231 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 240555 | OtherCostOrOtherBasis |
| Depreciation | 80444 | Depreciation |
| Book Value | 160111 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 362448 | OtherCostOrOtherBasis |
| Depreciation | 145594 | Depreciation |
| Book Value | 216854 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4243663 | OtherCostOrOtherBasis |
| Depreciation | 3106004 | Depreciation |
| Book Value | 1137659 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 1514624 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE REMAINDER ANNUITY TRUST | Description |
| Amount | $3,672 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3672 | TotalOfAmounts |
| Total Revenue | 40568557 | TotalRevenue |
| Total Expenses | 38173106 | TotalExpenses |
| Excess Or Deficit For Year | 2395451 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6459 | NetUnrealizedGLOnInvestments |
| Other | -$2,957 | OtherAmount |
| Total Adjustments | 3502 | TotalAdjustments |
| Excess Or Deficit Per FS | 2398953 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 66955686 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6459 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 26380670 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 26387129 | RevenueNotRptdF990 |
| Revenue Subtotal | 40568557 | RevenueSubtotal |
| Total Revenue Per Form990 | 40568557 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 64556733 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 26380670 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 2957 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 26383627 | ExpensesNotRptdF990 |
| Expenses Subtotal | 38173106 | ExpensesSubtotal |
| Total Expenses Per Form990 | 38173106 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Other Reconciling Items | Form 990, Schedule D, Part XI, Line 8 & Part XII, 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 item of $2,957 is the total loss reported on the Combined Statements for Operation Smile Foundation, Inc. The loss will be reported on Operation Smile Foundation, Inc's tax return. |
| Fin 48 Audit Report Footnote | Schedule D, Part XIV | Effective July 1, 2009, the Company adopted the provisions of FASB ASC Topic 740, Income Taxes as it relates to uncertainties in income taxes. FASB ASC Topic 740 requires that a liability be recorded for the Company's estimate of uncertain tax positions, including a determination that income is nontaxable under the tax law. The adoption of FASB ASC Topic 740 had no impact on the financial statements. The Company has no liabilities recorded at June 30, 2010 and July 1, 2009 for unrecognized tax benefits. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 5 | Program Services | Medical Missions | 1426372 |
| East Asia and the Pacific | 1 | 21 | Program Services | Medical Missions | 3575358 |
| Europe (Including Iceland and Greenland) | 1 | 7 | Fundraising | 507057 | |
| Middle East and North Africa | 0 | 2 | Program Services | Medical Missions | 923077 |
| North America | 0 | 0 | Grantmaking | 137716 | |
| Russia and the Newly Independent States | 0 | 1 | Program Services | Medical Missions | 158856 |
| South America | 0 | 5 | Program Services | Medical Missions | 1707734 |
| South Asia | 0 | 2 | Program Services | Medical Missions | 2254144 |
| Sub-Saharan Africa | 1 | 2 | Program Services | Medical Missions | 1355102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 3 | TotalNumberOfOffices |
| Total Number Of Employees | 45 | TotalNumberOfEmployees |
| Total Amount Spent | 12045416 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (9 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Cent. America/Caribbean | Med Missions | 183478 | Wire | 929 | Med Supplies | FMV |
| East Asia/Pacific | Med Missions | 555889 | Wire | 959 | Med Supplies | FMV |
| Europe/Iceland/Greenland | Sustainability | 685038 | Wire | none | N/a | |
| Middle East/North Africa | Med Missions | 164924 | Wire | 127 | none | n/a |
| North America | Med Missions | 73055 | Wire | 182 | Med Supplies | FMV |
| Russia | Med Missions | 49896 | Wire | 337 | Med Supplies | FMV |
| South America | Med Missions | 686068 | Wire | 1072 | Med Supplies | FMV |
| South Asia | Med Missions | 407950 | Wire | none | n/a | |
| Sub-Saharan Africa | Med missions | 254987 | Wire | none | n/a |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 28 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 2 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| Fellowship | Cent. America/Caribbean | 1 | 89 | Wire | 0 | none | n/a |
| Fellowship | East Asia/Pacific | 2 | 22000 | Wire | 0 | none | n/a |
| Fellowship | Europe/Iceland/Greenland | 1 | 1560 | Wire | 0 | none | n/a |
| Medical Care | Cent. America/Caribbean | 2 | 165 | Wire | 0 | None | N/A |
| Medical Care | East Asia/Pacific | 1 | 5190 | Wire | 0 | none | n/a |
| Medical Care | South Asia | 1 | 16311 | Wire | 0 | None | N/A |
| Medical Care | Sub-Saharan Africa | 1 | 1275 | Wire | 0 | None | N/A |
Form990 Schedule F Part IV Form990ScheduleFPartIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 |
| Method Used to Estimate Number of Recipients | Form 990, Schedule F, Part III, Column (c) | The majority of the grants noted on Part III related to fellowship stipends. Operation Smile reviewed the number of fellows receiving grants during the fiscal year. The remaining population was determined by reviewing the detail of assistance payments and determining each beneficiary. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| Russ Reid Company | Consults Direct Resp | false | 18556298 | 3085842 | 15470456 |
| Community Counseling Service | Strategic Planning | false | 590000 | 93446 | 496554 |
| Strategic Fundraising | Telephone Fundraising | false | 907325 | 557220 | 350105 |
| Rich Fox Associates Inc | Planned Giving | false | 0 | 23000 | -23000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 20053623 | TotalGrossReceipts |
| Total Retained By Contractors | 3759508 | TotalRetainedByContractors |
| Total Net To Organization | 16294115 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NY Smile Gala | NameOfEvent1 |
| Gross Receipts Event1 | 1176025 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1014825 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 161200 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 88046 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 161850 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 45387 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 9526 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LA Gala | NameOfEvent2 |
| Gross Receipts Event2 | 631564 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 548416 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 83148 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 29352 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 89840 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 91426 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 3534 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 25 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1333185 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1182801 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 150384 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 4905 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 96213 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 101929 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 63220 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 15837 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3140774 | GrossReceiptsTotal |
| Charitable Contributions Total | 2746042 | CharitableContributionsTotal |
| Gross Revenue Total Events | 394732 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 4905 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 213611 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 353619 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 200033 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 28897 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 801065 | DirectExpenseSummaryEvents |
| Net Income Summary | -406333 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Fellowship | 1 | 6318 | 0 | N/A | NONE |
| Med care/therapy to children w/facial deformities | 2 | 31854 | 0 | N/A | NONE |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Monitoring | Form 990, Schedule I, Part 1, 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 content, accuracy, and supporting documentation to substantiate the use of the funds. We have ongoing communication with grant recipients to ensure grant requirements are being met and appropriate documentation is maintained. |
| Number of Recipients | Form 990, Schedule I, Part III(b) | Operation smile determined the number of recipients by reviewing the detail of assistance payments and determining each beneficiary. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Vander Burg | |||||||||||||
| 138576 | 0 | 0 | 0 | 0 | 0 | 13095 | 0 | 4501 | 0 | 156172 | 0 | 0 | 0 |
| Ellen Agler | |||||||||||||
| 128273 | 0 | 148218 | 0 | 0 | 0 | 11681 | 0 | 4501 | 0 | 292673 | 0 | 0 | 0 |
| Howard Unger | |||||||||||||
| 183769 | 0 | 0 | 0 | 0 | 0 | 9000 | 0 | 3999 | 0 | 196768 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Personal Residence | Form 990, Schedule J, Part I, Line 1a | Payments for business use of personal residence include payments to vendors for the business use of home office related expenses for William P. Magee, Jr., Director and CEO. These expenses were included as part of an accountable plan. This was not treated as taxable compensation to William P. Magee, Jr. |
| Non-fixed Payments | Schedule J, Part I, Line 7 | Operation Smile, Inc. paid an employee for housing expenses related to relocation. This was reported on Part II, in column (B)(ii). |
| First Class Travel | Schedule J, Part I, Question 1a | Operation Smile, Inc. policy allows for upgrades to business or first class air travel for CEO, President, COO, CMO, Board of Director's 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. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| James Fox | |||
| Son of Director | 12102 | Employment | false |
| Kristie Magee Porcaro | |||
| Daughter of CEO/President | 116540 | Employment | false |
| Suzanne Unger | |||
| Daughter of COO | 64932 | Employment | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 196349 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 87 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6533456 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Officer Relationships | FORM 990, Part VI, Line 2 | WILLIAM P. MAGEE, JR., DIRECTOR AND CEO, IS THE SPOUSE OF KATHLEEN S. MAGEE, DIRECTOR and President. KRISTIE MAGEE PORCARO, THE MAGEE'S DAUGHTER, IS AN EMPLOYEE OF OPERATION SMILE, INC. |
| 990 Review | Form 990, Part VI, Line 11A | After completion of the 990 by Operation Smile Finance Department, with assistance from KPMG, the completed 990 will be forwarded to the Audit Committee and the Board of Directors. Carl Treleaven, Chairman of the Audit Committee, will review the 990 and supporting documentation. All comments will be addressed by the Finance Department prior to final 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, 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, Line 15 | During the current tax year, some of the Officers were working with Operation Smile as Volunteers. Compensation for top management officials and other key employees was determined by comparing similar positions with comparable duties at other organizations and reviewing the history of compensation for that position at Operation Smile. There was independent Board approval for the compensation of these employees, as noted in the minutes of the directors meetings. |
| Document Availability | Form 990, Part VI, 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. |
| Fundraising | Form 990, Schedule G, Part I | Operation Smile has an agreement with Russ Reid Company related to consultation services for our Direct Response fundraising campaign. For the fiscal year ending 6/30/2010 payments for amounts paid and retained by fundraiser were $3,085,842. Operation Smile had an agreement with Strategic Fundraising to provide telefundraising services and donor development for existing donor cultivation, donor acquisition and lapsed donor reactivation. For the fiscal year ending 6/30/2010 payments for amounts paid and retained by fundraiser were $557,220. Operation Smile had an agreement with Community Counseling Service to provide strategic planning services for an in-house fundraising campaign. For the fiscal year ending 6/30/2010 payments for amounts paid and retained by fundraiser were $93,446. Operation Smile had an agreement with Rich Fox & Associates, Inc. related to consultation services for our planned giving donor cultivation campaign. For the fiscal year ending 6/30/2010 payments for amounts paid and retained by fundraiser were $23,000. |
| Statement of Functional Expenses | Part IX, Line 26 | 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. |
| Student Programs | Part III, Other | Operation Smile worked to provide education and leadership development opportunities throughout our student programs. As these students grow and study, they carry with then the commitment to help others. They also know, and have seen firsthand, that they have the power to change the world. In additional to supporting thousands of international students from more than 600 student clubs, Operation Smile hosts an annual International Student Leadership Conference at a different university around the world. In 2009, more than 400 students representing 15 countries came to Christopher Newport University in Virginia. This four-day annual conference helps students develop and strengthen leadership skills and character, receive training on how to help those in developing countries, as well as learn cultural awareness, share experiences, and discover the importance of "giving back." Further, Operation Smile sends two volunteer student leaders and a student sponsor on each international medical mission to help education children and families about burn care prevention, oral rehydration therapy, nutrition and dental hygiene. These experiences impart a firsthand appreciation for our work in the field and forge lifelong commitment to our cause. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OS HQ LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6435 Tidewater Drive | AddressLine1 |
| City | Norfolk | City |
| State | VA | State |
| ZIP Code | 23509 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541460147 | EIN |
| Primary Activities | Global HQ | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Operation Sm | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Operation Smile Foundation Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6435 Tidewater Drive | AddressLine1 |
| City | Norfolk | City |
| State | VA | State |
| ZIP Code | 23509 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541639160 | EIN |
| Primary Activities | LT Support | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11A I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |