ADVANCING ORAL HEALTH IN

2020 Annual Impact Report Mission: 2020 Board of Improving the oral health Trustees: of the citizens of Ohio Dr. Jennifer Kale and enhancing the dental Chairman profession in the state. Dr. Ken Brandt Vice Chairman

Dr. Brian Ash Dr. Manny Chopra Dr. Jim Cottle Dr. Sam Fick Dr. Lori Fitzgerald Dr. Kim Gardner Dr. James Karlowicz Dr. P. Michael Moore Dr. Steven Parker Dr. Elliott Rice

Dr. Sharon Parsons ODA President

Mr. David Owsiany Secretary/Treasurer, ODA Executive Director

Dr. John H. Gerstenmaier, Jr. Trustee Emeritus

Dr. Ronald Occhionero Trustee Emeritus

Dr. David Rummel Trustee Emeritus

Dr. Ronald Stanich Trustee Emeritus

ODA Foundation STAFF: 1370 Dublin Rd. Columbus, OH 43215 Miss. Carley Circosta ODA Foundation Manager Phone: 614-486-2700 Fax: 617-486-0381 Ms. Denise Boltz www.oda.org ODA Foundation Assistant [email protected]

2 Dear Friends, We can all agree that 2020 was a year we will never forget!

The COVID-19 pandemic up-ended our lives and our livelihoods and unfortunately impacted the ODA Foundation as well.

Though we were unable to hold our ODA Foundation raffle, our major fundraiser, we were still able to stay true to our mission of improving the oral health of the citizens of Ohio and enhancing the dental profession in the state, although at a reduced level from previous years. The Foundation was able to award scholarships to deserving dental students to help reduce their student debt, and grants to access to care programs that continued to aid the underserved in our communities. This was all made possible with the generous donations we received from those who believe in our mission.

Because of the donations received through our Circles of Impact levels of giving, the ODA Foundation was able to award the following: • Two access to care grants, awarded to the Good Samaritan Free Health Center in Cincinnati and the Miami County Dental Clinic. Both of these nonprofit organizations provide care and education to Ohioans in need. • Seven scholarships were awarded to outstanding students from Case Western Reserve School of Dental Medicine and The Ohio State University College of . These included the Foundations three memorial scholarships – the Dr. E. Karl Schneider II Humanitarian Scholarship, the Daryl Dever Advocacy Scholarship, and the Forward Ever Scholarship in memory of Dr. R. E. “Jim” Snelson for his leadership in organized dentistry. The Dr. James F. Mercer Leadership Scholarship was awarded from the Mercer Fund, a designated fund within the ODA Foundation. • The ODA Foundation also awarded a 2020 scholarship in honor of ODA Past President Dr. Thomas Paumier, for going above and beyond the call of duty during the COVID pandemic for ODA members.

Even though the challenges of 2020 impacted the revenue of the ODA Foundation, we thank you all for your generous support and rely on that support to sustain our mission. We hope you will consider a donation to the ODA Foundation in 2021 at one of our Circles of Impact levels. It is through your generosity that we sustain our ability to impact Ohio programs and scholarships. We hope to be able to provide funding to a greater number of worthy students and access to care initiatives in the coming year.

Jennifer A. Kale, DDS 2020 Foundation Chair

3 2020 Scholarships Dental Students

Darryl Dever Advocacy Scholarship Dr. James F. Mercer Leadership Scholarship Nisha Maheshwari, CWRU Scott Balzer, OSU

Forward Ever Scholarship Scholarship in honor of Dr. Thomas Paumier In memory of Dr. R. E. “Jim” Snelson going above and beyond the call of duty during the Alisha Jimenez-Thompson, CWRU COVID pandemic for our membership: Amber Dalal, OSU Dr. E. Karl Schneider II Humanitarian Scholarship Savanna Craig, OSU ODA Foundation Dental Student Scholarships Travis Pero, OSU Scott Balzer, OSU

In 2020, the ODA Foundation received

11 scholarship applications from dental students. Scholarships were awarded to 6 dental students totaling

$25,000.

4 ODA Foundation Memorial Scholarships DARRYL DEVER ADVOCACY SCHOLARSHIP

The Darryl Dever Advocacy Scholarship is awarded annually in memory of the ODA’s longtime lobbyist to one student who excels in advocacy. The 2020 recipient was Nisha Maheshwari.

"I am extremely grateful to have been chosen for the 2020 Darryl Dever Advocacy Scholarship. Through advocacy, we can recognize the power of a collective voice. I believe that being part of advocacy is being part of something bigger than myself and being able to witness the culmination of years of advocacy efforts leading to tangible change is very gratifying."

DR. E. KARL SCHNEIDER II HUMANITARIAN SCHOLARSHIP

The Dr. E. Karl Schneider II Humanitarian Scholarship is awarded annually in memory of Dr. Schneider, who passed away during his year as chairman of the ODA Foundation in 2017. The scholarship recognizes one student for his or her efforts to improve the community. The 2020 recipient was Savanah Craig.

“I am honored to have been chosen as the recipient of the 2020 Dr. E. Karl Schneider II Humanitarian Scholarship. I was drawn to the dental profession because I knew it would provide me an opportunity to serve those in my community. It is my hope that I will reflect Dr. Schneider’s love of service throughout the rest of my career. My most sincere thanks to the ODA Foundation and its members who made this scholarship possible.”

FORWARD EVER SCHOLARSHIP

The Forward Ever Scholarship is awarded annually to one student who demonstrates exemplary leadership in organized dentistry in memory of ODA past president and past ODA Foundation chairman, Dr. R. E. “Jim” Snelson whose motto was “Forward Ever, Backward Never.” The 2020 recipient was Alisha Jimenez-Thompson.

"As a first generation dentist, I am abundantly grateful for the mentorship and support that I receive from the Ohio Dental Association Foundation and its members. It is an honor to be the 2020 Forward Ever Scholarship Award Recipient. I look forward to joining you as colleagues and contributing to the continued growth of our profession. I will pay your generosity forward to future generations of dental professionals."

DR. JAMES F. MERCER LEADERSHIP SCHOLARSHIP

The Dr. James F. Mercer Leadership Scholarship is awarded annually to one OSU D4 dental student to recognize leadership in and in the community. Scott Balzer was selected for his commitment to leadership both in dental school and in his community.

"Being the recipient of the James F. Mercer Leadership Scholarship is an honor that I am most proud of. I would like to extend my sincerest gratitude to the Mercer Fund of the ODA Foundation. My time spent with ODA members and staff during my four years of dental school was influential in my development as a leader and will certainly help shape the course of my career. I was fortunate to have been introduced to organized dentistry at the beginning of my dental school journey and look forward to serving my patients, my profession, and my community throughout my life."

5 2020 Access to Care Grants In 2020, the ODA Foundation received five grant applications and awarded access to care grants to the Good Samaritan Free Health Center in Cincinnati and to the Miami County Dental Clinic.

While we were not able to give out as many grants as normal out this year, we would like to share some of the testimonials we have received from those who have received grants in past years.

The Good Samaritan Free Health Center’s dental program would not be where it is today without the support of the ODA Foundation. Because of our partnership, we have purchased supplies and upgraded our clinic equipment which has enabled us to expand our volunteer network, provide oral healthcare to more uninsured adults in our community, and ultimately improve their oral health. We are very grateful for the ODA Foundation’s investments in our patients, which have improved their oral and overall health and made strides toward greater oral health equity.

The Ohio Dental Association Foundation has been a phenomenal partner to the Miami County Dental Clinic over the past several years! We are grateful recipients of grant funding that has allowed us to continue to fulfill our mission of providing quality dental care and oral health education in a safe, compassionate, and accessible environment to low-income, uninsured, under-insured patients in Miami and Shelby counties.

The funding that we have been granted has been used toward the purchase of critical dental supplies and equipment, such as hand pieces that are used daily to remove decay from a patient’s teeth, and composite material to fill the tooth once the decay is removed. Without the generosity of the ODA Foundation, the Miami County Dental Clinic would not be able to see and treat our over 8,300 active patients from Miami and Shelby counties! We are honored to have the support of the Ohio Dental Association Foundation and are proud to work with such a reputable and respectable organization in the dental field.

Stephanie M. Silk Executive Director Miami County Dental Clinic

6 ODA Foundation Designated Funds Akron Dental Society Claypool Fund

Faith Barlow Fund

Callahan Memorial Award Commission Fund

Cincinnati Dental Society Bev Fortner Fund

Bob & Peg Hinkle Family Fund

Mercer Fund

Ohio Society of Oral & Maxillofacial Surgeons Fund

Nancy Seigfreid-Burgess Fund

Rehwinkel Dental Society Fund

The following designated funds provided grants and scholarships through special awards in 2020: BOB AND PEG HINKLE FAMILY FUND

The fifth and final $20,000 installment of a 5-year $100,000 grant was distributed to The Ohio State University College of Dentistry Building Replacement/Renovation Fund. The grant honors the long tradition of the Hinkle Family’s education at The Ohio State University College of Dentistry.

CALLAHAN MEMORIAL AWARD COMMISSION FUND

The annual Callahan/Henry Schein Cares Award for Improving Access to Care grant of $2,000 was awarded to the Good Samaritan Free Health Center. The 2020 Callahan Award was given posthumously to Dr. Tony Volpe, and a $5,000 gift was made in his name to the Rutgers University Foundation. Callahan Memorial Student Awards were awarded to Dr. Wangsoo Lee, top ranked graduating dental student at CWRU and Dr. Brandon Mihalich, top ranked graduating dental student at OSU.

OHIO SOCIETY OF ORAL AND MAXILLOFACIAL SURGEONS FUND

The OSOMS Fund presented grants to support research and training in the oral and maxillofacial residency programs at Case Western Reserve University, The Ohio State University and the University of Cincinnati.

7 Statement of Financial Position Unaudited as of December 31, 2020

2020 2019 2018 Total Current Assets $4,468,370 $4,095,626 $3,541,963

Total Liabilities $15,317 $1,605 $7,753 Total Equity $4,453,052 $4,094,021 $3,534,209

$4,468,370 $4,095,626 $3,541,962

Revenue $216,822 $342,085 $556,331

Expenses Grants $30,020 $94,500 $72,812 Scholarships $27,145 $58,500 $58,500 Administration $57,331 $51,937 $49,378 Fundraising $2,305 $27,512 $32,101

$116,802 $232,449 $212,791

Increase in Net Assets $100,020 $109,636 $343,540

Contributions at Work Sources of Support

Grants & Scholarships 48.9% Member Contributions 43.5% Administration 49.1% Investments 54.9% Marketing 2.0% Grants 1.6% 8 Lifetime Giving GOLD CIRCLE FOUNDER PATRON ($5,000 - $9,999) ($250,000+) ($10,000 - $19,999) Dr. Thomas Ahman Ohio Dental Association Relief Dr. James Cottle Dr. Ronald Arndt Fund Trust Dr. Sam Fick Dr. Jonathan M. Ash Ohio Dental Association Services Dr. Sanford Franklin Dr. Michael Bernard Corp. Dr. Kim Gardner Dr. Barry Blank Dr. Jack Gottschalk* Dr. Kenneth Brandt Dr. Bruce Grbach Dr. Mark E. Bronson SILVER Henry Schein Cares Foundation Dr. Philip Burwinkel ($100,000 - $249,000) Dr. Billie Sue Kyger Cincinnati Dental Society Columbus Dental Society Dr. Harold Barlow* Dr. Ed T. Marshall Jr. Dr. Christopher Connell Callahan Memorial Award Dr. J.R. McFarland* Dr. Carl Dietrich Jr. Commission Dr. Joseph Mellion Dr. James Fanno Dr. James Claypool* Dr. Jeanne Nicolette Dr. Tara L. Haid Ohio Dental Association Dr. Ronald Occhionero Ohio Society of Oral & Dr. Michael Halasz Maxillofacial Surgeons Dr. Mitchell I. Henn LEGACY Dr. Thomas Paumier Dr. Robert Hinkle ($50,000 - $99,999) Dr. David Rummel Dr. James Hutta Dr. L. Don Shumaker Dr. Burton Job John Harris Dental Museum Dr. R. E. “Jim” Snelson* Dr. James Kotapish Jr. Foundation Dr. Jack Spratt Jr. Dr. John N. Kramer Bob & Peg Hinkle Family Fund Dr. Ronald Stanich Dr. Woodrow Lahr* The Edwin J. Thomas Foundation Dr. Thomas Leatherman PRESIDENT’S CIRCLE Dr. Ronald Lemmo Dr. Jennifer R. Ludwig ($20,000 - $49,999) Dr. Cynthia Marshall-Petroff Central Ohio Dental Society Dr. Thomas Matanzo Dr. Joseph Crowley Dr. James Maxwell Jr. Dr. John H. Gerstenmaier Jr. Mrs. Jean Mercer* Dr. Irvin Kaplan* Dr. Robert A. Nelson Dr. James Karlowicz Northwestern Ohio Dental Society Dr. Kevin Laing Dr. Brett Pelok Rehwinkel Dental Society Dr. Loren Petry Dr. E. Karl Schneider II* Dr. Theodore Pope Dr. Marsha Pyle Dr. Elliott F. Rice Dr. Kelly A. Roth Dr. John Santin Dr. Michael Schaeffer Dr. Stephen Shall Dr. Matthew A. Stempowski Dr. Jeffrey Tilson Dr. Larry Trombka Dr. Edward White Dr. Mary Ellen Wynn Dr. James Zimmerman Jr. 9 *Deceased Annual Circles of Impact We would like to thank the following generous donors who contributed to the Annual Circles of Impact at the Humanitarian level and above:

ALTRUIST PHILANTHROPIST HUMANITARIAN ($1,000+) ($500 - $999) ($170 - $499)

Dr. James Cottle Dr. Joseph Baytosh Dr. Canise Bean Dr. Sam Fick Dr. Jennifer Kale Dr. Michael Blum Dr. Bruce Grbach Dr. Thomas Paumier Dr. Kenneth Brandt Dr. Burton Job Southern Ohio Dental Society Dr. Kathryn Elia-Apotsos Dr. James Karlowicz Dr. Joel Koch Dr. Kevin Laing Dr. Melissa Meier Dr. Kara Morris

2020 Annual Circles of Impact levels comprised of gifts between 10 Nov. 1, 2019 to Oct. 31, 2020 to the ODAF general and endowment funds. 2020 Tribute Gifts In memory of In memory of In memory of MR. AL RADITEC DR. THEODORE HUTER DR. PATRICK METRO

Dr. Kevin Laing Dr. Walter C. and Betty Buchsieb Dr. James Karlowicz ODA Executive Committee In memory of In honor of DR. ARUN ARORA DRS. TOM GABRIEL AND In memory of RALPH "JIM" SNELSON, DONALD R. WENNINGER Nita and Vijay Talwar Dharam Bansal CORYDON PALMER DEN- Dr. Kevin Laing Prem Chhatwan TAL SOCIETY'S DECEASED Ravi and Madhu Chatwani LEADERS In honor of Anup Kanodia THE OHIO DENTAL Dr. Joseph Baytosh Mary Harger ASSOCIATION STAFF

In memory of In memory of Dr. James Karlowicz MS. SHARON PARKISON MS. PATTY SCHAEFFER In memory of Dr. Kevin Laing Brian & Alice Clausing MR. ARCH MOORE Sean Flint Mr. and Mrs. David Owsiany Tom Kinney Dr. Kevin Laing Gary Long & Lynn Hickman-Long

2020 ODA Foundation Mini Raffle

The ODA Foundation was not able to have its typical raffle in 2020 due to the COVID-19 Pandemic. However, the Board decided to host a mini raffle for those member dentists who contributed to the ODA Foundation and continued to donate during the pandemic. Those who donated at the Humanitarian level or above between Nov. 1, 2019 to Oct. 31, 2020 to the ODA Foundation general and endowment funds were entered to win their 2021 tripartite membership dues to be paid for by the ODA Foundation.

The Board would like to thank all those who donated at the Humanitarian level or above and would like to congratulate our 2021 tripartite membership dues winner: Dr. Michael Blum!

11 1370 Dublin Rd. Columbus, OH 43215 Phone: 614-486-2700 Fax: 617-486-0381 www.oda.org [email protected]