2025-11-05T13:22:29-06:00 2024-12-31 311119890 BARNES DENNIG & CO LTD 5342 W VERMONT ST INDIANAPOLIS IN 46224 990 2024-01-01 201161578 SAGAMORE INSTITUTE INC SAGA 3174722050 PO BOX 301076 INDIANAPOLIS IN 46230 JAY F HEIN CEO 3174722050 2025-11-05 1 1 JOHN W KELLER CPA P01329619 3172412999 2025-11-05 2024 2025-03-06 01:10:19Z JAY F HEIN PO BOX 301076 INDIANAPOLIS IN 46230 24581529 0 X WWW.SAGAMOREINSTITUTE.ORG X 2005 IN MULTIPLY THE EFFECTIVENESS OF POLICY AND SOCIAL ENTREPRENEURS THROUGH RESEARCH AND CONSULTING 11 10 51 12 0 0 14294843 20945354 1037731 998263 350206 481462 1080014 823704 16762794 23248783 6748191 10883846 0 0 3703181 3491354 40000 12374 176901 3411257 4372245 13902629 18759819 2860165 4488964 15774857 20781071 1289829 1807079 14485028 18973992 X AN INDIANAPOLIS-BASED NONPROFIT, NONPARTISAN PUBLIC POLICY RESEARCH ORGANIZATION OR "THINK TANK." IT IS OUR MISSION TO RESEARCH AND ANALYZE DIFFICULT ISSUES AND TO CONNECT THE BEST IDEAS WITH LEADERS WHO CAN TRANSFORM THEM INTO SMARTER POLICY AND IMPROVED PRACTICE. 0 0 9913555 9492768 2148901 EDUCATION THE GLOBAL TEACH EXCHANGE (FORMERLY THE J-1 VISA PROGRAM) ISSUES VISAS AND MONITORS HIGHLY QUALIFIED INTERNATIONAL TEACHERS WHO COME TO THE U.S. TO TEACH AND SHARE THEIR CULTURE AND PERSPECTIVES. THE EXCHANGE VISITOR PROGRAM PROMOTES MUTUAL UNDERSTANDING BETWEEN PEOPLE OF DIFFERENT NATIONS BY CULTURAL AND EDUCATIONAL EXCHANGE, ALLOWING FOREIGN TEACHERS TO TEACH IN ACCREDITED U.S. K12 SCHOOLS AND RETURN HOME TO SHARE THEIR EXPERIENCE. SAGAMORE ALSO OPERATES THE SCHOLARSHIPS FOR EDUCATION CHOICE PROGRAM, AN INDIANA SCHOLARSHIP-GRANTING ORGANIZATION (SGO). IT AWARDS SCHOLARSHIPS SO ELIGIBLE FAMILIES MAY CHOOSE THE SCHOOL THAT BEST FITS THEIR CHILD. THE PROGRAM ALLOWS INDIVIDUAL AND BUSINESS DONORS TO RECEIVE A STATE TAX CREDIT EQUAL TO 50 % OF THEIR GIFT.(CONT. ON SCH O)OVER ITS LIFETIME, THE PROGRAM HAS AWARDED TENS OF MILLIONS OF DOLLARS IN SCHOLARSHIPS TO INDIANA STUDENTS. 1972210 648931 COMMUNITY DEVELOPMENT THE ORGANIZATION'S COMMUNITY DEVELOPMENT AND CITIZENSHIP EFFORTS ENGAGE CITIZENS, SCHOLARS, AND PUBLIC LEADERS TO BUILD STRONGER COMMUNITIES. MANY OF THE INITIATIVES EMPHASIZE CAPACITY-BUILDING FOR COMMUNITY-BASED ORGANIZATIONS AND FOSTERING RESILIENT CIVIL SOCIETY. 1211846 CRIMINAL JUSTICE THE ORGANIZATION'S CRIMINAL JUSTICE PORTFOLIO ADVANCES NEW APPROACHES TO SUPPORT YOUTH AND INDIVIDUALS IMPACTED BY CRIME, STRENGTHEN PATHWAYS TO RESTORATION, AND IMPROVE OUTCOMES IN THE JUSTICE SYSTEM. 1547343 446581 POLICY REFORM THE ORGANIZATION HOUSES MULTIPLE POLICY REFORM PROGRAMS THAT FOCUS ON STATE INNOVATIONS IN PROMOTING HEALTHY FAMILIES, ECONOMIC SUSTAINABILITY, BUDGET RESPONSIBILITY, AND EDUCATION CHOICE. 673565 159866 BUSINESS SUPPORT THE ORGANIZATION'S BUSINESS SUPPORT PORTFOLIO CREATES ECONOMIC PATHWAYS FOR DISADVANTAGED INDIVIDUALS TO LAUNCH, SUSTAIN, AND GROW SMALL BUSINESSES. THIS INCLUDES EDUCATION, CAPACITY BUILDING, AND ECOSYSTEM DEVELOPMENT. 676621 135700 INTERNATIONAL DEVELOPMENT THE ORGANIZATION'S INTERNATIONAL DEVELOPMENT INITIATIVES EXTEND THE ORGANIZATION'S REACH GLOBALLY, DELIVERING WISE COUNSEL IN NATIONS SUCH AS INDIA, LIBERIA, NIGERIA, GHANA, AND RWANDA. 1190358 PURPOSEFUL DESIGN PURPOSEFUL DESIGN HELPS REBUILD LIVES OF INDIVIDUALS WHO HAVE FACED ADDICTION, HOMELESSNESS, INCARCERATION, OR OTHER OBSTACLES, BY EQUIPPING THEM WITH PRACTICAL WORK SKILLS IN A SUPPORTIVE ENVIRONMENT. 4087887 742147 17185498 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 80 0 1 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X ROB PANOS 3174722050 PO BOX 301076 INDIANAPOLIS IN 46230 JAY F HEIN CHIEF EXECUTIVE OFFICER 40.00 X 250462 0 26382 JEAN WOJTOWICZ DIRECTOR 1.00 X 0 0 0 DAYTON MOLENDORP VICE CHAIR 1.00 X X 0 0 0 DOUG WILSON DIRECTOR 1.00 X 0 0 0 CRAIG WESTRICK TREASURER 1.00 X X 0 0 0 CLAUDIA CUMMINGS SECRETARY 1.00 X X 0 0 0 KATIE MOTE PAST CHAIR 1.00 X X 0 0 0 SAM ODLE DIRECTOR 1.00 X 0 0 0 ALLISON BARBER CHAIR 1.00 X X 0 0 0 EARL PHALEN DIRECTOR 1.00 X 0 0 0 DAN COATS DIRECTOR 1.00 X 0 0 0 TIM GEORGE DIRECTOR 1.00 X 0 0 0 TERESA LUBBERS PRESIDENT 40.00 X 193385 0 15498 LAUREL VANDENBERG DIRECTOR - EDUCATIONAL OPPORTUNITIES 40.00 X 113685 0 12920 ROB PANOS CHIEF OF STAFF 40.00 X 104235 0 17324 BRIAN SCHMIDT MANAGER - PURPOSEFUL DESIGN, LLC 40.00 X 148442 0 0 DAVID PALMER MANAGER - PURPOSEFUL DESIGN, LLC 40.00 X 140442 0 0 MARGARET CARTER SALES - PURPOSEFUL DESIGN 40.00 X 113362 0 0 MATT JESCH MANAGER - PURPOSEFUL DESIGN, LLC 40.00 X 113342 0 0 BRADY ROBERTS SALES - PURPOSEFUL DESIGN 40.00 X 109457 0 0 1286812 0 72124 9 0 1 0 SECRETARIES INNOVATION GROUP PO BOX 15238 WASHINGTON DC 20003 INITIATIVES TO ASSIST LEADERSHIP IN VARI 869250 STAL-WERT LLC 7215 THOMAS BLVD PITTSBURGH PA 15208 LEADERSHIP INITIATIVES 648931 DECLARE WORSHIP COMMUNITY 10 W 2ND STREET SUITE 2232 DAYTON OH 45402 COMMUNITY INITIATIVES 188704 HENDRIX AND ASSOCIATES LLC 7417 WILLOWBROOK ROAD FAIRFAX STATION VA 22039 CONSULTING 136077 INNOPOWER LLC 5868 E 71ST STREET SUITE 356 INDIANAPOLIS IN 46220 MINORITY BUSINESS INITIATIVES 128303 6 20945354 6850560 20945354 PROGRAM 900099 506297 506297 CONSULTING 900099 490772 490772 ADMIN FEE 900099 1194 1194 998263 481462 481462 2148901 1332746 816155 816155 MISCELLANEOUS INCOME 900099 7549 7549 7549 23248783 1005812 0 1297617 X 1264837 1264837 9492768 9492768 126241 126241 443848 125701 187847 130300 2434900 1833691 595851 5358 488640 332588 133025 23027 123966 84376 33748 5842 30591 30591 51038 51038 12374 12374 2376448 2328110 48338 67477 57494 9983 55820 47562 8258 221311 188570 32741 310030 264164 45866 184676 164959 19717 465991 417451 48540 33833 20293 13540 39991 34075 5916 BANK CHARGES, FEES, AND 226288 127767 98521 MISCELLANEOUS EXPENSE 80655 68724 11931 SUPPLIES 60831 51832 8999 PROGRAM EXPENSES 41970 41970 125295 112325 12970 18759819 17185498 1397420 176901 3224176 13009731 10680258 1125427 0 40000 642985 326202 125000 0 252733 607738 52818 51482 1423454 1094117 247840 329337 0 4840649 101255 0 447792 450505 15774857 20781071 553756 818590 329120 537984 406953 450505 1289829 1807079 X 3069477 3608245 11415551 15365747 14485028 18973992 15774857 20781071 4488964 0 X X 0 1 X 1 0 X 11286812 17414243 12634070 14294843 20945354 76575322 11286812 17414243 12634070 14294843 20945354 76575322 5328730 71246592 28991 3651 103574 350206 481462 967884 418713 9005 8602 7549 443869 77987075 0.91360 0.93150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 791922 608699 183223 631532 485418 146114 329337 OPERATING LEASE LIABILITY 450505 450505 24581529 1332746 1332746 23248783 0 23248783 20092565 1332746 1332746 18759819 0 18759819 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,332,746. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,332,746. 0 0 0 0 0 0 0 0 0 0 UNITED KINGDOM COST SHARING FOR ADMINISTERING FORUM PROGRAM IN US 126241 CASH GRANT 0 1 0 0 0 0 0 0 X X X X X 1 AFFINITY FUNDRAISING PO BOX 21229 DENVER CO 80212 PROFESSIONAL FUNDRAISER 0 0 17574 -17574 17574 -17574 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MO NV NH NJ NM NY NC ND OK OH OR PA RI SC TN UT VA WA WV WI 1 INDIA COLLECTIVE 107 JOHN ST THIRD FLOOR SOUTHPORT CT 068900621 863921418 501(C)(3) 135700 0 GRANTS DECLARE WORSHIP COMMUNITY 10 W 2ND ST DAYTON OH 45402 811089816 501(C)(3) 188704 0 GRANTS CENTER FOR SERVING LEADERSHIP 7215 THOMAS BLVD PITTSBURG PA 15208 205429301 648931 0 GRANTS FAMILY HOPE 9801 FALL CREEK RD CARMEL IN 46256 873389850 501(C)(3) 76926 0 GRANTS 3 1 SCHOLARSHIPS 3174 9492768 PART I, LINE 2: SAGAMORE INSTITUTE, INC. RECEIVED APPROVAL FROM THE INDIANA DEPARTMENT OF EDUCATION TO BECOME A SCHOLARSHIP GRANTING ORGANIZATION AND ADMINISTER THE INDIANA SCHOOL SCHOLARSHIP TAX CREDIT PROGRAM. THE ORGANIZATION BRANDED THEIR PROGRAM SCHOLARSHIPS FOR EDUCATION CHOICE AND PROVIDES SCHOLARSHIPS TO STUDENTS IN GRADES K-12 FROM QUALIFYING HOUSEHOLDS WHO ARE ENROLLED IN ELIGIBLE PRIVATE SCHOOLS. SAGAMORE MONITORS THE FUNDS IN COMPLIANCE WITH THE SCHOOL SCHOLARSHIP TAX CREDIT PROGRAM. X 0 0 0 0 0 0 0 0 0 JAY F HEIN CHIEF EXECUTIVE OFFICER 225462 0 25000 0 0 0 18730 0 7652 0 276844 0 0 0 TERESA LUBBERS PRESIDENT 183385 0 10000 0 0 0 15471 0 27 0 208883 0 0 0 X 105 6850560 PUBLIC TRADED MARKET 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 SAGAMORE INVESTMENTS LLC WAS DISSOLVED IN 2024 AND ALL REFERENCE REMOVED FROM SAGAMORE ORGANIZATIONAL DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS SENT TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICTS OF INTERESTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES. COMPARABLE DATA IS REVIEWED BY THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,328,110. MANAGEMENT AND GENERAL EXPENSES 48,338. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,376,448. FORM 990, PART XI, LINE 2 THE BOARD SELECTS THE OUTSIDE AUDITORS AND IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. SAGAMORE INVESTMENTS LLC (DISSOLVED IN 2024) 6151 CENTRAL AVE INDIANAPOLIS IN 46208 350537360 FACILITATE MISSION RELATED INVESTMENTS IN -160193 0 PURPOSEFUL DESIGN LLC 1710 JENKINS STREET INDIANAPOLIS IN 46218 841807406 PROVIDING JOBS AND REVENUE FOR PRIMARY MISSION OF REBUILDING LIVES IN -441863 5736211