2021-11-01T12:08:58-05:00 2020-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2020-01-01 201161578 SAGAMORE INSTITUTE INC SAGA 3174722050 PO BOX 301076 INDIANAPOLIS IN 46230 JAY F HEIN PRESIDENT 3174722050 2021-10-29 JAY HEIN 999009999 AMANDA MEKO CPA P01062615 3172412999 2021-10-29 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAY F HEIN PO BOX 301076 INDIANAPOLIS IN 46230 13757392 0 X WWW.SAGAMOREINSTITUTE.ORG X 2005 IN MULTIPLY EFFECTIVENESS OF POLICY AND SOCIAL ENTREPRENEURS THROUGH RESEARCH AND SKILLS BUILDING. 12 12 312 22 0 0 12719340 11286812 289894 508264 16204 29391 961784 1262095 13987222 13086562 8409002 7419982 0 0 2150920 2633253 0 0 103195 1958244 1577050 12518166 11630285 1469056 1456277 7787158 9305298 467222 529085 7319936 8776213 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 6469988 6313516 7217263 INDIANA TAX CREDIT SCHOLARSHIP PROGRAM - IN 2011, THE ORGANIZATION 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. TO RAISE THE FUNDS NECESSARY TO AWARD THE SCHOLARSHIPS, THE ORGANIZATION IS ABLE TO OFFER INDIVIDUAL AND BUSINESS DONORS A STATE TAX CREDIT EQUAL TO FIFTY PERCENT (50%) OF THE AMOUNT DONATED. SINCE THE PROGRAM'S BEGINNING AT THE ORGANIZATION, THE ACADEMIC YEARS OF OPERATIONS JULY 2011 JUNE 2021, "SCHOLARSHIPS FOR EDUCATION CHOICE" AWARDED APPROXIMATELY $43.2 MILLION TO OVER 8,000 INDIANA STUDENTS. THE ADMINISTRATIVE FEE INCOME VS. SCHOLARSHIP INCOME PERCENTAGE WAS 6.07% AND 5.62% IN 2020 AND 2019, RESPECTIVELY. THE ORGANIZATION MEETS THE STATUTORY REQUIREMENTS AS STATED IN IC 20-51-3-3 SEC 3(3) AND DOES NOT USE MORE THAN TEN PERCENT OF THE TOTAL AMOUNT OF SCHOLARSHIP CONTRIBUTIONS FOR ADMINISTRATIVE COSTS. 66648 53756 STATE OF DEFENSE - CONTRACTED BY THE STATE OF INDIANA TO EVALUATE AND PROMOTE INDIANA'S DEFENSE INDUSTRY, THE ORGANIZATION CONSTRUCTED ASTATEOFDEFENSE.COM. THE ORGANIZATION PRODUCED A VERSION OF AMERICAN OUTLOOKTHE ORGANIZATION'S MAGAZINEREGARDING INDIANA'S DEFENSE INDUSTRY AND CONTINUES TO HOLD EVENTS REGARDING THIS TOPIC. 285227 167330 171684 EDUCATION REFORM - AS AMERICA'S EDUCATION SYSTEM DECLINES, THE ORGANIZATION HAS BEEN IN PARTNERSHIP WITH UNIVERSITIES, SCHOOLS, CITIZENS AND POLICYMAKERS TO UNCOVER INNOVATION AND SPOTLIGHT BEST PRACTICES TO REMEDY THE DEFICIENCY IN AMERICA'S SCHOOL SYSTEM. THE ORGANIZATION BELIEVES THAT THE ANSWERS TO AMERICA'S EDUCATION CRISIS STARTS WHEN WE BEGIN EQUIPPING SCHOOL LEADERSTEACHERS, PRINCIPALS, AND ADMINISTRATORSTO RISE TO A NEW LEVEL OF PROFESSIONAL EXCELLENCE. THE NATIONAL CONVERSATIONS SERIES HAS ELEVATED THIS CRITICAL DIALOGUE TO A NATIONAL LEVEL. THE ORGANIZATION IS ALSO CONVINCED THAT ULTIMATE REFORM TO AMERICA'S EDUCATIONAL SYSTEM CAN ONLY HAPPEN WHEN WE CREATE BETTER OPPORTUNITIES FOR EVERY STUDENT. THE ORGANIZATION IS PROVIDING CRITICAL SUPPORT TO SCHOOLS THAT ARE SERVING HIGH NEEDS STUDENTS AND THAT ARE FROM AT-RISK ENVIRONMENTS. 361663 54083 479855 GLOBAL INDIANA - THE GLOBAL INDIANA PROGRAMS CONSIST OF INITIATIVES FOCUSED ON AFRICA AND TRADE DEVELOPMENT TO ASIA. THE AFRICA PORTFOLIO INCLUDES A NUMBER OF PROJECTS THAT ADDRESS THE ROLE OF GOVERNMENT, BUSINESS, AND CIVIL SOCIETY IN RELIEF AND DEVELOPMENT IN SUB-SAHARAN AFRICA. THE AFRICA PORTFOLIO IS GEARED TO CHANGING THE NATURE OF THE CONVERSATION SURROUNDING FOREIGN AID. THE FLAGSHIP OF THE AFRICA PORTFOLIO IS A FREE MARKET THINK TANK BASED IN RWANDA CALLED ISOKO. ADDITIONALLY, THE ORGANIZATION IS INVOLVED WITH SEVERAL TRADE DEVELOPMENT INITIATIVES THAT FOCUS ON CHINA, JAPAN AND SOUTH KOREA. 586255 574750 574750 HEARTLAND REFORM - THE HEARTLAND REFORM CONSISTS OF TWO PROJECTS, THE SECRETARIES INNOVATION GROUP AND THE HEALTH INNOVATION CENTER. THE SECRETARIES INNOVATION GROUP CONVENES CABINET LEVEL LEADERS OF STATE HUMAN SERVICE DEPARTMENTS INTERESTED IN REFORM. THE HEALTH INNOVATION CENTER PROMOTES PUBLIC HEALTH POLICY REFORM. 172262 217394 SUPER CITY - DURING THE 2012 SUPER BOWL, NUMEROUS DEVELOPMENTS OCCURRED THROUGHOUT INDIANAPOLIS. THE ORGANIZATION STUDIED THE IMPACT OF COMMUNITY DEVELOPMENT, SPORTS AND CULTURE AND THE GAME ITSELF ON THE CITY. CURRENTLY, SENIOR FELLOW DR. JOANNA BROWN IS WORKING ON THE STELLAR INDIANA PROJECT, WHICH IS A MULTI-YEAR INITIATIVE OPERATED BY THE INDIANA LIEUTENANT GOVERNOR'S OFFICE AND FUNDED BY THREE STATE AGENCIES: THE INDIANA HOUSING AND COMMUNITY ECONOMIC DEVELOPMENT AUTHORITY, THE INDIANA OFFICE OF COMMUNITY AND RURAL AFFAIRS AND THE INDIANA DEPARTMENT OF TRANSPORTATION. STELLAR'S OBJECTIVE IS TO DEVELOP RURAL COMMUNITIES IN INDIANA. OTHER PROJECTS INCLUDE THE BLIGHT ELIMINATION PROGRAM AND MAPPING INDIANA'S COMPASSION. 443733 94900 SAGAMORE RENEWAL FUND - THE SAGAMORE RENEWAL FUND ADVANCES ENTERPRISE SOLUTIONS TO POVERTY BY OFFERING STRATEGIC COUNSEL, MANAGEMENT SOLUTIONS, AND INVESTMENT TO COMPANIES AND NONPROFITS REPAIRING THE BROKEN PLACES IN SOCIETY. IT IS COMPOSED OF 3 ASPECTS: RESEARCH, CONSULTING AND INVESTMENTS FEATURING SOCIAL IMPACT AND MARKET-BASED ECONOMIC RETURNS. 740031 727471 CRIMINAL JUSTICE REFORM - THE ORGANIZATION'S CRIMINAL JUSTICE REFORM PORTFOLIO AIMS TO HELP RESCUE AND RESTORE THOSE HURT BY CRIME AND THOSE WHOSE CRIMINAL BEHAVIOR HURTS THEMSELVES AND SOCIETY. THE ORGANIZATION IS ADVANCING NEW IDEAS FOR CRIMINAL JUSTICE POLICY REFORM AND GROUND-BREAKING INNOVATIONS. A KEY INITIATIVE IS ONE HEART, A NATIONAL COLLABORATIVE INITIATIVE THAT PROVIDES MENTORS, EDUCATION AND TRAINING PROGRAMS, AND ANCILLARY ELEMENTS TO INCARCERATED AND PROBATED YOUTH, TO EQUIP THEM WITH THE NECESSARY TOOLS AND LIFE SKILLS 128309 128634 CENTER FOR FAITH IN COMMUNITIES - THE CENTER FOR FAITH IN COMMUNITIES (CFIC) SEEKS TO INSPIRE, EDUCATE, AND EQUIP FAITH-BASED ORGANIZATIONS IN THEIR EFFORTS TO TRANSFORM COMMUNITIES. CFIC SEEKS TO DISCOVER BEST PRACTICES AND MODELS FOR ADDRESSING POVERTY IN AMERICA. CFIC HAS LED PROJECTS ON FINANCIAL LITERACY FOR LOW-INCOME YOUTH AND COMMUNITY REVITALIZATION, AMONG OTHER EFFORTS. CFIC ALSO SUPPORTS FASTEN, AN ONLINE CLEARINGHOUSE FOR GROUPS INVOLVED IN URBAN RENEWAL. 125781 97803 2973 MISSION INCREASE PARTNERS WITH NON-PROFIT ORGANIZATIONS TO HELP THEM ACHIEVE THEIR MISSION AND FUNDRAISING OBJECTIVES. THEY OFFER WORKSHOPS AND CONSULTING FOR MINISTRIES IN CENTRAL INDIANA, AND WEST MICHIGAN. 128911 117600 111945 OHIO PROGRAMS - THE OHIO PROGRAMS CONSISTS OF TWO PROGRAMS. CATALYST COLUMBUS SEEKS TO IMPLEMENT A CHRISTIAN LEADERSHIP AND DISCIPLESHIP NETWORK IN THE GREATER COLUMBUS, OHIO AREA. THE OHIO COMPASSION NETWORK IS A STATEWIDE NETWORK LINKING FAITH AND COMMUNITY BASED INTERMEDIARY ORGANIZATIONS TO DEVELOP COLLABORATIVE RELATIONSHIPS. 1061248 112115 PURPOSEFUL DESIGN - PURPOSEFUL DESIGN SELLS FURNITURE CRAFTED BY PROGRAM PARTICIPANTS AND ANY PROFITS ARE RE-INVESTED INTO THE PROGRAM TO HELP REBUILD LIVES OF INDIVIDUALS BROKEN BY ADDICTION OR HOMELESSNESS, EQUIP THEM WITH VALUABLE WORK AND LIFE SKILLS, AND PROVIDE THEM A JOB BUILDING FURNITURE. PURPOSEFUL DESIGN IS A WHOLLY OWNED SUBSIDIARY OF THE ORGANIZATION. 60200 20200 THRIVE FARMERS - PRODUCES SUSTAINABLY SOURCED, FARMER DIRECT COFFEE AND TEA. THRIVE SEEKS TO INVEST IN THE PEOPLE AND COMMUNITIES THAT CULTIVATE AND GROW ITS PRODUCTS TO IMPROVE LIVELIHOODS WHILE DELIVERING WORLD-CLASS QUALITY PRODUCTS. 3808393 939136 2375337 10630256 1 1 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 65 0 1 312 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X RICHARD WESTLAKE 3174722050 PO BOX 301076 INDIANAPOLIS IN 46230 JERRY D SEMLER DIRECTOR 1.00 X 0 0 0 JAY F HEIN PRESIDENT 40.00 X X 181615 0 31238 JEAN WOJTOWICZ VICE CHAIR 1.00 X X 0 0 0 DAYTON MOLENDORP SECRETARY 1.00 X X 0 0 0 CHRIS LOWERY CHAIR 1.00 X X 0 0 0 DOUG WILSON DIRECTOR 1.00 X 0 0 0 CRAIG WESTRICK DIRECTOR 1.00 X 0 0 0 CLAUDIA CUMMINGS DIRECTOR 1.00 X 0 0 0 KATIE MOTE DIRECTOR 1.00 X 0 0 0 JIM MORRIS DIRECTOR 1.00 X 0 0 0 DAVID HELMER DIRECTOR 1.00 X 0 0 0 MICHAEL BUCCHI TREASURER 1.00 X X 0 0 0 RICH WESTLAKE CHIEF FINANCIAL OFFICER 5.00 X 66449 0 5007 ROB PANOS CHIEF OF STAFF 40.00 X 67789 0 6000 315853 0 42245 1 0 1 0 0 11286812 11286812 PROGRAM 900099 350030 350030 CONSULTING 900099 143523 143523 ADMIN FEE 900099 14711 14711 508264 28991 28991 400 0 400 400 400 1514212 670830 843382 843382 MISCELLANEOUS INCOME 900099 418713 418713 418713 13086562 926977 0 872773 1007683 1007683 6358966 6358966 53333 53333 181615 132558 42005 7052 2166474 1581275 501079 84120 72205 52701 16700 2804 94267 68804 21803 3660 118692 86631 27452 4609 37650 33558 4092 84530 75342 9188 23362 20823 2539 540185 481469 58716 637 482 155 640082 483229 155903 950 49959 37773 12186 119872 90632 29240 35258 30584 4674 1456 1101 355 14284 10800 3484 PROGRAMMING 29775 22512 7263 11630285 10630256 896834 103195 4575502 5302761 666447 351509 414787 378033 805250 1894007 222650 74271 12124 17274 1073773 552810 597398 520963 493000 766480 7787158 9305298 299178 199544 93044 4541 0 325000 75000 0 467222 529085 X 2942919 4192648 4377017 4583565 7319936 8776213 7787158 9305298 1456277 0 X X 0 1 X 1 0 X 9224597 11427798 13900506 12719340 11286812 58559053 9224597 11427798 13900506 12719340 11286812 58559053 428282 58130771 4254 5516 13275 16204 28991 68240 5873 14272 13177 16127 418713 468162 59095455 0.98370 0.98800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 1291678 1291678 1 1 667141 354344 312797 406632 198466 208166 520963 NONREADILY MARKETABLE INVESTMENTS 766480 C 766480 13757392 670830 670830 13086562 0 13086562 12301115 670830 670830 11630285 0 11630285 PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS 670,830. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 670,830. 0 0 0 0 0 0 0 0 0 0 MIDDLE EAST AND NORTH AFRICA GRANT 53333 1 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 DEVENNE GIVING FUND 15000 GRANTS CRU 100 LAKE HART DRIVE ORLANDO FL 32832 956006173 501(C)(3) 25000 GRANTS NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC 11625 RAINWATER DRIVE SUITE 500 ALPHARETTA GA 30009 581493949 501(C)(3) 500 GRANTS COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80921 362423707 501(C)(3) 22803 GRANTS CONSTRUCTING OUR FUTURE 2650 DR MLK JR ST SUITE 88884 INDIANAPOLIS IN 46208 841797407 501(C)(3) 2500 GRANTS ELEVATE INDIANAPOLIS INC 2902 N MERIDIAN STREET INDIANAPOLIS IN 46208 810807405 501(C)(3) 130087 PAYROLL GRANTS NATIONAL CENTER FOR COMPLEX OPERATIONS 2902 N MERIDIAN STREET INDIANAPOLIS IN 46208 463077965 501(C)(3) 6700 GRANTS CHARLESTON BILINGUAL ACADEMY CLAPHAM EDUCATION GROUP 5032 LACKAWANNA BLVD NORTH CHARLESTON SC 29405 821567491 501(C)(3) 37244 GRANTS COLLEGE GOLF FELLOWSHIP 5098 FOOTHILLS BLVD UNIT 138 ROSEVILLE CA 95747 550798282 501(C)(3) 25000 GRANTS GEORGE EDWARD DURELL FOUNDATION 598 OFFICE PKWY WESTERVILLE OH 43082 311111800 501(C)(3) 10000 GRANTS ATHLETES IN ACTION 651 TAYLOR DRIVE XENIA OH 45385 270869839 501(C)(3) 12500 GRANTS CENTER FOR SERVING LEADERSHIP 7215 THOMAS BLVD PITTSBURG PA 15208 205429301 95099 GRANTS FELLOWSHIP OF CHRISTIAN ATHLETES GOLF 8701 LEEDS ROAD KANSAS CITY MO 64129 440610626 501(C)(3) 12500 GRANTS SECRETARIES INNOVATION GROUP PO BOX 11762 MILWAUKEE WI 53211 472100727 574750 GRANTS THE AMERICAN PURPOSE INC PO BOX 70522 CHEVY CHASE MD 20815 833490835 38000 GRANTS 11 4 SCHOLARSHIPS 2392 6358966 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 PRESIDENT 181615 0 0 0 0 0 15330 0 15908 0 212853 0 0 0 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 REVEIWED 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 XI, LINE 2 THE BOARD SELECTS THE OUTSIDE AUDITORS AND IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. SAGAMORE INVESTMENTS LLC 2902 NORTH MERIDIAN STREET INDIANAPOLIS IN 46208 350537360 FACILITATE MISSION RELATED INVESTMENTS IN -49091 2712681 PURPOSEFUL DESIGN LLC 1710 JENKINS STREET INDIANAPOLIS IN 46218 841807406 PROVIDING JOBS AND REVENUE FOR PRIMARY MISSION OF REBUILDING LIVES IN 118247 1458131