Sagamore Inc
Donations deductibleSagamore Inc's network
12 people14 organisationsi12 people and 14 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (16) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Allison Barber Chair | Chair | 2021 | 5 yrs |
| Katie Mote Chair | Past Chair | 2019 | 7 yrs |
| Claudia Cummings | Company secretary | 2019 | 7 yrs |
| Craig Westrick | Treasurer | 2018 | 8 yrs |
| Dan Coats | Director | 2024 | 2 yrs |
| Dayton Molendorp | Vice Chair | 2018 | 8 yrs |
| Doug Wilson | Director | 2020 | 6 yrs |
| Earl Martin Phalen (also filed as Earl Phalen) | Director | 2021 | 5 yrs |
| Jay F Hein | Chief Executive Officer | 2018 | 8 yrs |
| Jean Wojtowicz | Director | 2018 | 8 yrs |
| Sam Odle | Director | 2021 | 5 yrs |
| TIM George | Director | 2024 | 2 yrs |
Officers and senior leadership
12 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Blair Milo | Dir - Center Talent & Opportunitiy | since 2022 |
| Brady Roberts | Sales - Purposeful Design | 2024 |
| Brian Schmidt | Manager - Purposeful Design, LLC | since 2022 |
| CE Crouse | Chief Financial Officer | 2018 |
| Daniel M Cahalen | Senior Fellow | 2023 |
| David Palmer | Manager - Purposeful Design, LLC | since 2022 |
| Laurel Vandenberg | Director - Educational Opportunities | since 2023 |
| Margaret Carter | Sales - Purposeful Design | 2024 |
| Matt Jesch | Manager - Purposeful Design, LLC | 2024 |
| Rich Westlake | Chief Financial Officer | since 2019 |
| Rob Panos | Chief of Staff | since 2019 |
| Teresa Lubbers | President | since 2022 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jay F Hein | Chief Executive Officer | 40 | $250k | $26k | |
| Teresa Lubbers | President | 40 | $193k | $15k | |
| Brian Schmidt | Manager - Purposeful Design, LLC | 40 | $148k | ||
| David Palmer | Manager - Purposeful Design, LLC | 40 | $140k | ||
| Laurel Vandenberg | Director - Educational Opportunities | 40 | $114k | $13k | |
| Margaret Carter | Sales - Purposeful Design | 40 | $113k | ||
| Matt Jesch | Manager - Purposeful Design, LLC | 40 | $113k | ||
| Brady Roberts | Sales - Purposeful Design | 40 | $109k | ||
| Rob Panos | Chief of Staff | 40 | $104k | $17k | |
| Jean Wojtowicz | Director | 1 | $0 | ||
| Dayton Molendorp | Vice Chair | 1 | $0 | ||
| Doug Wilson | Director | 1 | $0 | ||
| Craig Westrick | Treasurer | 1 | $0 | ||
| Claudia Cummings | Secretary | 1 | $0 | ||
| Katie Mote | Past Chair | 1 | $0 | ||
| Sam Odle | Director | 1 | $0 | ||
| Allison Barber | Chair | 1 | $0 | ||
| Earl Phalen | Director | 1 | $0 | ||
| Dan Coats | Director | 1 | $0 | ||
| Tim George | Director | 1 | $0 |
Colorado roster
15 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263000372). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Dan Coats | Director |
| Allison Barber | Chair |
| Doug Wilson | Director |
| Teresa Lubbers | President |
| Jay Hein | |
| Dan Peterson | Director |
| Craig Westrick | Treasurer of the Board |
| Sam Odle | Director |
| Claudia Cummings | Secretary of the Board |
| Jay Hein | CEO |
| Jean Wojtowicz | Director |
| Rob Panos | Chief or Staff |
| Lisa Hershman | Director |
| Tim George | Director |
| Dayton Molendorp | Vice Chair of the Board |
About
- Legal name
- Sagamore Inc
- EIN
- 201161578
- Address
- Po Box 30107, Indianapolis, IN, 46230
- State
- Indiana
- 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. (as filed on the Form 990)
- Activity (NTEE)
- W05 Public and societal benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Public & Societal Benefit
- Size band
- 8 (IRS master file code)
- Formed
- 2005
- Principal officer
- Jay F Hein (as named on the Form 990)
- IRS ruling date
- 1 August 2004
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsCraig Westrick
≥8years on the filingsDayton Molendorp
≥8years on the filingsJay F Hein
≥8years on the filingsJean Wojtowicz
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $20.8m
- Total liabilities
- $1.8m
- Net assets or fund balances
- $19m
- Contributions and grants received
- $20.9m
- Program service revenue
- $998k
- Grants and similar paid out
- $10.9m
- Employees
- 51
- Volunteers
- 12
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $23.2m | $18.8m | $4.5m |
As filed on the IRS Form 990. US dollars.
Grants paid
4 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Center for Serving Leadership | $649k | |
| Declare Worship Community | $189k | |
| India Collective | $136k | |
| Family Hope | $77k |