OPERATION SMILE INC (EIN 541460147) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Phone

7573217645

Tax Period

2024-07-01 to 2025-06-30

Operation Smile Inc, founded in 1987, is a mid-sized nonprofit in the International Affairs sector that reported $73.4M in total revenue in fiscal year 2017. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $62.9M left a modest 14% surplus.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $96,289,109

Program Service Revenue $465,416

Investment Income $3,335,645

Other Revenue $85,754

TOTAL REVENUE $100,175,924

Expense Breakdown

Grants Paid $20,508,113

Salaries & Benefits $28,684,047

Fundraising Expenses $27,311,697

Program Expenses $68,613,217

Other Expenses $56,811,587

TOTAL EXPENSES $108,108,279

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,175,924	$100,350,855	0.0%
Expenses	$108,108,279	$97,320,485	+0.1%
Net Income	$-7,932,355	$3,030,370	-3.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

212

Volunteers

9133

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,942,226

Total Directors

$489,547

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER ANDERSON	TREASURER AND DIRECTOR	1.0	Officer Director	$0	$0	$0
DOMINIC MICHAEL GIOFFRE JR	VICE-CHAIRMAN AND DIRECTOR	1.0	Officer Director	$0	$0	$0
KATHLEEN S MAGEE MSW ED	CEO, PRESIDENT, SECRETARY & DIRECTOR	40.0	Officer Director	$237,098	$0	$237,098
ROBERT JAMES BOYD III	CHAIRMAN AND DIRECTOR	1.0	Officer Director	$0	$0	$0
WILLIAM MAGEE III	Chief Medical Officer (as of 7/1/2024)	1.0	Officer Director	$0	$0	$0
WILLIAM P MAGEE JR	CEO EMERITUS	40.0	Officer Director	$237,191	$15,258	$252,449
BRUCE SMITH	DIRECTOR	1.0	Director	$0	$0	$0
JAMES POISANT	DIRECTOR	1.0	Director	$0	$0	$0
STEVE RODOSKY	DIRECTOR	1.0	Director	$0	$0	$0
JAMES SITI	CHIEF FINANCIAL OFFICER	40.0	Officer	$324,008	$44,073	$368,081
KRISTIE PORCARO	CHIEF STRATEGY OFFICER	40.0	Officer	$324,260	$47,541	$371,801
Melissa DiBona	Chief of Staff	40.0	Officer	$158,831	$24,730	$183,561
RUBEN AYALA	CHIEF POLICY & ADVOCACY OFFICER	40.0	Officer	$249,517	$44,662	$294,179
TODD MAGEE	COO & Advisor to the Office of the CEO	40.0	Officer	$189,558	$45,499	$235,057
AMBER LEONTI	VP, US PHILANTHROPY	40.0	Highest	$228,552	$36,546	$265,098
ELIZABETH COTE	VP, GLOBAL MEDICAL EDUCATION	40.0	Highest	$231,051	$37,053	$268,104
ESTHER KANTNER	SENIOR VP, GLOBAL HR	40.0	Highest	$235,069	$11,947	$247,016
JOANNE BOWERS	VP, INTEGRATED DIRECT MARKETING	40.0	Highest	$204,568	$25,635	$230,203
PATRICIA BAUMANN	SVP, GLOBAL FINANCE	40.0	Highest	$242,265	$15,503	$257,768

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$100,175,924	$108,108,279	$115,407,781	$-7,932,355
2024	No data	No data	No data	No data
2024	$100,350,855	$97,320,485	$123,380,046	$3,030,370
2023	$95,066,189	$87,847,856	$117,649,945	$7,218,333
2022	$91,506,498	$77,693,062	$107,979,249	$13,813,436
2021	$85,245,515	$65,255,510	$94,902,554	$19,990,005
2020	$87,840,257	$69,796,759	$74,699,767	$18,043,498
2019	$79,305,075	$67,629,145	$57,723,287	$11,675,930
2018	$73,402,175	$62,871,571	$53,842,998	$10,530,604

OPERATION SMILE INC