Nonprofit · EIN 20-1161578
SAGAMORE INC
Tax-exempt · INDIANAPOLIS, IN 46230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $23,771,497 | $24,600,542 | -$829,045 | $19,518,915 | $1,373,968 | $18,144,947 |
| December 31, 2024 | 990 | $23,248,783 | $18,759,819 | $4,488,964 | $20,781,071 | $1,807,079 | $18,973,992 |
| December 31, 2023 | 990 | $16,762,794 | $13,902,629 | $2,860,165 | $15,774,857 | $1,289,829 | $14,485,028 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $21,570,664
- Program service revenue
- $584,025
- Investment income
- $612,079
- Net income from sales of inventory
- $894,879
- Other revenue
- $1,004,729
Expenses
- Grants and similar amounts paid
- $13,263,951
- Compensation of officers, directors and key employees
- $801,258
- Other salaries and wages
- $3,705,655
- Salaries, compensation and benefits (total)
- $5,205,919
- Professional fundraising fees
- $0
- Legal fees
- $153,927
- Accounting fees
- $50,200
- Occupancy
- $331,945
- Travel
- $345,462
- Depreciation
- $87,771
- Program services (functional)
- $22,739,182
- Management and general (functional)
- $1,588,258
- Fundraising (functional)
- $273,102
Balance sheet and other
- Total assets, start of year
- $20,781,071
- Total assets, end of year
- $19,518,915
- Total liabilities, end of year
- $1,373,968
- Net assets, end of year
- $18,144,947
- Land, buildings and equipment
- $670,370
- Publicly traded securities
- $2,567,737
- Net assets without donor restrictions
- $3,975,309
- Net assets with donor restrictions
- $14,169,638
- Gross receipts
- $25,842,700
- Employees
- 60
- Volunteers
- 20
- Year formed
- 2005
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAY F HEIN | CEO Trustee or director, Officer | 40 | $268,131 | $28,581 |
| TERESA S LUBBERS | PRESIDENT Officer | 40 | $199,033 | $15,950 |
| HENRY J HENDRIX | SENIOR FELLOW Highest-paid employee | 40 | $189,039 | $13,830 |
| BRIAN SCHMIDT | COO - PURPOSEFUL DESIGN Officer, Key employee, Highest-paid employee | 40 | $170,677 | $0 |
| ABHISHEK CHAUDHARY | SENIOR FELLOW FOR MENTAL HEALTH & COMMUNITY WELLBEING Highest-paid employee | 40 | $156,988 | $10,689 |
| DAVID PALMER | CEO - PURPOSEFUL DESIGN Officer | 40 | $152,977 | $0 |
| BRADY ROBERTS | VP - SALES-PURPOSEFUL DESIGN Highest-paid employee | 40 | $141,913 | $0 |
| MARGUERITE C CARTER | SALES DIRECTOR - PURPOSEFUL DESIGN Highest-paid employee | 40 | $128,818 | $0 |
| MATTHEW JESCH | VP - PRODUCTION-PURPOSEFUL DESIGN Highest-paid employee | 40 | $124,501 | $0 |
| ROBERT F PANOS | VICE PRESIDENT Key employee | 40 | $104,401 | $19,584 |
| LAUREL A VANDENBERG | DIRECTOR - EDUCATIONAL OPPORTUNITIES Highest-paid employee | 40 | $110,012 | $12,952 |
| ERIC R DODEN | DIRECTOR - RENEWING CITIES Highest-paid employee | 40 | $101,747 | $10,180 |
| JULIE M GRICE | CRO Highest-paid employee | 40 | $104,583 | $2,262 |
| CLAUDIA CUMMINGS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CRAIG WESTRICK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAYTON MOLENDORP | VICE CHAIR - START OF 2025 Trustee or director, Officer | 1 | $0 |
| DR ALLISON BARBER | CHAIR Trustee or director, Officer | 1 | $0 |
| TIM GEORGE | VICE CHAIR - END OF 2025 Trustee or director, Officer | 1 | $0 |
| DAN COATS | DIRECTOR Trustee or director | 1 | $0 |
| DAN PETERSON | DIRECTOR Trustee or director | 1 | $0 |
| JEAN WOJTOWICZ | DIRECTOR Trustee or director | 1 | $0 |
| LISA HERSHMAN | DIRECTOR Trustee or director | 1 | $0 |
| PAT ROE | DIRECTOR Trustee or director | 1 | $0 |
| SAM ODLE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAY F HEIN | CHIEF EXECUTIVE OFFICER Trustee or director | 40 | $250,462 | $26,382 |
| TERESA LUBBERS | PRESIDENT Officer | 40 | $193,385 | $15,498 |
| BRIAN SCHMIDT | MANAGER - PURPOSEFUL DESIGN, LLC Highest-paid employee | 40 | $148,442 | $0 |
| DAVID PALMER | MANAGER - PURPOSEFUL DESIGN, LLC Highest-paid employee | 40 | $140,442 | $0 |
| LAUREL VANDENBERG | DIRECTOR - EDUCATIONAL OPPORTUNITIES Highest-paid employee | 40 | $113,685 | $12,920 |
| ROB PANOS | CHIEF OF STAFF Highest-paid employee | 40 | $104,235 | $17,324 |
| MARGARET CARTER | SALES - PURPOSEFUL DESIGN Highest-paid employee | 40 | $113,362 | $0 |
| MATT JESCH | MANAGER - PURPOSEFUL DESIGN, LLC Highest-paid employee | 40 | $113,342 | $0 |
| BRADY ROBERTS | SALES - PURPOSEFUL DESIGN Highest-paid employee | 40 | $109,457 | $0 |
| JEAN WOJTOWICZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAYTON MOLENDORP | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRAIG WESTRICK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CLAUDIA CUMMINGS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KATIE MOTE | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SAM ODLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLISON BARBER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EARL PHALEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN COATS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM GEORGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAY F HEIN | CHIEF EXECUTIVE OFFICER Trustee or director | 40 | $239,730 | $25,716 |
| TERESA LUBBERS | PRESIDENT Officer | 40 | $172,708 | $13,301 |
| BLAIR MILO | DIR - CENTER TALENT & OPPO Highest-paid employee | 40 | $148,940 | $2,716 |
| DANIEL M CAHALEN | SENIOR FELLOW Highest-paid employee | 40 | $144,311 | $514 |
| BRIAN SCHMIDT | MANAGER - PURPOSEFUL DESIGN, LLC Highest-paid employee | 40 | $139,923 | $0 |
| DAVID PALMER | MANAGER - PURPOSEFUL DESIGN, LLC Highest-paid employee | 40 | $133,215 | $0 |
| LAUREL VANDENBERG | DIRECTOR - EDUCATIONAL OPPORTUNITIES Highest-paid employee | 40 | $100,947 | $11,926 |
| RICH WESTLAKE | CHIEF FINANCIAL OFFICER Officer | 40 | $84,365 | $7,244 |
| JEAN WOJTOWICZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAYTON MOLENDORP | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRAIG WESTRICK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CLAUDIA CUMMINGS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KATIE MOTE | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SAM ODLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLISON BARBER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EARL PHALEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 30107, INDIANAPOLIS, IN 46230-0000
- In care of
- % JAY HEIN
- Principal officer (990 for 2025)
- JAY F HEIN, PO BOX 301076, INDIANAPOLIS, IN 46230
- Signed the 990
- JAY F HEIN, CEO
- Phone
- (317) 472-2050
- Website
- WWW.SAGAMOREINSTITUTE.ORG
- Return prepared by
- BARNES DENNIG & CO LTD
Mission
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.
Program accomplishments
- 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. OVER ITS LIFETIME, THE PROGRAM HAS AWARDED TENS OF MILLIONS OF DOLLARS IN SCHOLARSHIPS TO INDIANA STUDENTS.Expenses $11,177,643 · grants $10,722,621 · revenue $584,025
- 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.Expenses $4,784,847 · grants $1,683,665
- 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.Expenses $1,952,881 · grants $66,800
- 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.Expenses $1,682,604
- 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.Expenses $1,449,673
- 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.Expenses $1,139,626 · grants $660,365
- 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.Expenses $551,908 · grants $119,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1161578
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W05)
- Assets (IRS master file)
- $20,781,071
- Income (IRS master file)
- $24,581,529
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $23,771,497 | $24,600,542 | $19,518,915 | XML |
| 990 | December 2024 | $23,248,783 | $18,759,819 | $20,781,071 | XML |
| 990 | December 2023 | $16,762,794 | $13,902,629 | $15,774,857 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $15,197,658 | $16,525,932 | $13,251,995 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1161578).
Questions about SAGAMORE INC
- What is the EIN of SAGAMORE INC?
- The employer identification number (EIN) of SAGAMORE INC is 20-1161578.
- Is SAGAMORE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to SAGAMORE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAGAMORE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAGAMORE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAGAMORE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SAGAMORE INC?
- The 990 for the year ended December 31, 2025 names JAY F HEIN.
- Who are the officers and directors of SAGAMORE INC?
- The 990 for the year ended December 31, 2025 lists 24 people; 13 received compensation from the organization, the highest $268,131 (JAY F HEIN, CEO).
- How much revenue does SAGAMORE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $23,771,497, expenses of $24,600,542 and total assets of $19,518,915 at year end.
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