Sagamore Institute Inc

INDIANAPOLIS, IN EIN: 20-1161578 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$20.8M

+31.7% YoY

Annual Giving

$1.1M

+54.8% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$263K

+93.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6M$13M$19M$26M20202021202220232024
Metric202420232022
Total Assets$20,781,071$15,774,857$13,251,995
Revenue$23,248,783$16,762,794$15,197,658
Expenses$18,759,819$13,902,629$16,525,932
Qualifying Distributions
Net Investment Income$481,462$350,206$104,924
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$812K$2M$2M$3M15 grants20206 grants20217 grants20225 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

CENTER FOR SERVING LEADE…$649KDECLARE WORSHIP COMMUNITY$189KINDIA COLLECTIVE$136KFAMILY HOPE$77K

Grant Size Distribution

37 grants across all recorded years

19<$50K5$50–100K6$100–250K3$250–500K3$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Sagamore Institute Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JAY F HEINCHIEF EXECUTIVE OFFICER$250KTERESA LUBBERSPRESIDENT$193KBRIAN SCHMIDTMANAGER - PURPOSEFUL DESIGN,…$148KDAVID PALMERMANAGER - PURPOSEFUL DESIGN,…$140KLAUREL VANDENBERGDIRECTOR - EDUCATIONAL OPPOR…$114KMARGARET CARTERSALES - PURPOSEFUL DESIGN$113KMATT JESCHMANAGER - PURPOSEFUL DESIGN,…$113KBRADY ROBERTSSALES - PURPOSEFUL DESIGN$109KROB PANOSCHIEF OF STAFF$104K

From 2024 filing

NameTitleHoursCompensation
JAY F HEINCHIEF EXECUTIVE OFFICER40$250,462
JEAN WOJTOWICZDIRECTOR1
DAYTON MOLENDORPVICE CHAIR1
DOUG WILSONDIRECTOR1
CRAIG WESTRICKTREASURER1
CLAUDIA CUMMINGSSECRETARY1
KATIE MOTEPAST CHAIR1
SAM ODLEDIRECTOR1
ALLISON BARBERCHAIR1
EARL PHALENDIRECTOR1
DAN COATSDIRECTOR1
TIM GEORGEDIRECTOR1
TERESA LUBBERSPRESIDENT40$193,385
LAUREL VANDENBERGDIRECTOR - EDUCATIONAL OPPORTUNITIES40$113,685
ROB PANOSCHIEF OF STAFF40$104,235
BRIAN SCHMIDTMANAGER - PURPOSEFUL DESIGN, LLC40$148,442
DAVID PALMERMANAGER - PURPOSEFUL DESIGN, LLC40$140,442
MARGARET CARTERSALES - PURPOSEFUL DESIGN40$113,362
MATT JESCHMANAGER - PURPOSEFUL DESIGN, LLC40$113,342
BRADY ROBERTSSALES - PURPOSEFUL DESIGN40$109,457

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

15states
+7 more states

Cities

AlpharettaAtlantic CityCarmelChevy ChaseCincinnatiColorado SpringsCouncilDaytonIndianapolisKansas CityMilwaukeeNorth CharlestonOrlandoPittsburgRosevilleSouthportWashingtonWestervilleXenia

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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