Civic Intelligence

Sagamore Institute Inc.

990 • Fiscal year 2016 • EIN 20-1161578

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization ProfileWWW.SAGAMOREINSTITUTE.ORG
2902 North Meridian StreetIndianapolis, IN 46208

(317) 472-2050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

45th percentile

0.8%

Higher net margin than 45% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$205,286

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,284,632

Up $135,824 (+3.3%) from 2015

Net Assets

Up

$4,104,756

Up $77,220 (+1.9%) from 2015

Liabilities

Up

$179,876

Up $58,604 (+48%) from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin45th percentile

Revenue

Up

$9,234,724

Up $1,096,251 (+13%) from 2015

Expenses

Up

$9,157,504

Up $2,361,398 (+35%) from 2015

Net Income

Down

$77,220

Down $1,265,147 (-94%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10MAssets 2010: $262,626Liabilities 2010: $296,560Net Assets 2010: -$33,9342010Assets 2011: $1,028,857Liabilities 2011: $125,733Net Assets 2011: $903,1242011Assets 2012: $2,077,159Liabilities 2012: $183,179Net Assets 2012: $1,893,9802012Assets 2013: $2,924,539Liabilities 2013: $138,561Net Assets 2013: $2,785,9782013Assets 2014: $2,773,096Liabilities 2014: $87,927Net Assets 2014: $2,685,1692014Assets 2015: $4,148,808Liabilities 2015: $121,272Net Assets 2015: $4,027,5362015Assets 2016: $4,284,632Liabilities 2016: $179,876Net Assets 2016: $4,104,7562016Assets 2017: $4,638,641Liabilities 2017: $213,013Net Assets 2017: $4,425,6282017Assets 2018: $6,379,693Liabilities 2018: $528,813Net Assets 2018: $5,850,8802018Assets 2019: $7,787,158Liabilities 2019: $467,222Net Assets 2019: $7,319,9362019Assets 2020: $9,305,298Liabilities 2020: $529,085Net Assets 2020: $8,776,2132020Assets 2021: $13,977,659Liabilities 2021: $942,379Net Assets 2021: $13,035,2802021Assets 2022: $13,251,995Liabilities 2022: $1,544,989Net Assets 2022: $11,707,0062022Assets 2023: $15,774,857Liabilities 2023: $1,289,829Net Assets 2023: $14,485,0282023Assets 2024: $20,781,071Liabilities 2024: $1,807,079Net Assets 2024: $18,973,9922024

Highlighted filing

2016

Assets$4,284,632
Liabilities$179,876
Net Assets$4,104,756
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $1,298,4142010Expenses 2011: $2,093,6352011Revenue 2012: $3,801,106Expenses 2012: $2,810,250Net Income 2012: $990,8562012Revenue 2013: $4,896,813Expenses 2013: $4,004,815Net Income 2013: $891,9982013Revenue 2014: $5,891,442Expenses 2014: $5,992,251Net Income 2014: -$100,8092014Revenue 2015: $8,138,473Expenses 2015: $6,796,106Net Income 2015: $1,342,3672015Revenue 2016: $9,234,724Expenses 2016: $9,157,504Net Income 2016: $77,2202016Revenue 2017: $11,521,834Expenses 2017: $11,200,962Net Income 2017: $320,8722017Revenue 2018: $14,889,414Expenses 2018: $13,464,162Net Income 2018: $1,425,2522018Revenue 2019: $13,987,222Expenses 2019: $12,518,166Net Income 2019: $1,469,0562019Revenue 2020: $13,086,562Expenses 2020: $11,630,285Net Income 2020: $1,456,2772020Revenue 2021: $19,355,363Expenses 2021: $14,835,776Net Income 2021: $4,519,5872021Revenue 2022: $15,197,658Expenses 2022: $16,525,932Net Income 2022: -$1,328,2742022Revenue 2023: $16,762,794Expenses 2023: $13,902,629Net Income 2023: $2,860,1652023Revenue 2024: $23,248,783Expenses 2024: $18,759,819Net Income 2024: $4,488,9642024

Highlighted filing

2016

Revenue$9,234,724
Expenses$9,157,504
Net Income$77,220
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$9,234,724
Mission and Program Overview

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.

Multiply effectiveness of policy and social entrepreneurs through research and skills building.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,874,538$3,830,749▼ $43,789
Pledges and Grants Receivable$239,537$419,418▲ $179,881
Land, Buildings, and Equipment, Net$20,293$17,871▼ $2,422
Prepaid Expenses and Deferred Charges$14,440$16,594▲ $2,154
Total Assets$4,148,808$4,284,632▲ $135,824
Liabilities
Accounts Payable and Accrued Expenses$121,272$179,876▲ $58,604
Total Liabilities$121,272$179,876▲ $58,604
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,785,676$4,060,557▲ $274,881
Unrestricted Net Assets$241,860$44,199▼ $197,661
Total Net Assets Fund Balance$4,027,536$4,104,756▲ $77,220
Total Liabilities and Net Assets / Fund Balance$4,148,808$4,284,632▲ $135,824

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,871$106,310$124,181
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
jay f heinpresidentFT$166,790$38,496$205,286
ce crousechief financial officerPT$32,013-$32,013

Board Members and Trustees

NameTitle
P Douglas WilsonChairman
DAYTON MOLENDOrPVice Chair
Chris LoweryDirector
David HelmerDirector
James t morrisdirector
Jason RileyDirector
Jerry D SemlerDirector
Marilee SpringerDirector
Michael BucchiDirector
Patrick SellsDirector
alex oakdiRECTOR
donald palmerSecretary
jean wojtowiczTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,224,597
Program Service Revenue
$0
Investment Income
$4,254
Other Revenue
$5,873
All Other Contributions
$8,517,331
Change in Net Assets
$77,220

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,234,724
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,234,724
Total Revenue per Form 990
$9,234,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,013,578
Other Expenses$1,805,590
Salaries, Compensation, and Employee Benefits$1,338,336
Total Fundraising Expense$115,192
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$5,617,747--$5,617,747
Other Salaries and Wages$766,870$175,505-$942,375
Grants to Domestic Orgs$395,831--$395,831
Conferences and Meetings$190,929$29,498-$220,427
Current Officers, Directors, Trustees, and Key Employees$90,379$18,372$96,535$205,286
Office Expenses$105,421$89,792$2,619$197,832
Occupancy$59,517$49,465-$108,982
Payroll Taxes$66,631$15,069$7,503$89,203
Information Technology$39,220$32,597-$71,817
Other Employee Benefits$52,467$11,866$5,908$70,241
Other Expenses$31,508$26,187-$57,695
Fees for Services Accounting$44,963$3,534-$48,497
Fees for Services Legal$39,209$3,082-$42,291
Pension Plan Contributions$23,328$5,276$2,627$31,231
Fees for Services Management$26,079$2,049-$28,128
Insurance$8,155$6,778-$14,933
Depreciation Depletion$5,559$4,621-$10,180
Advertising$2,186$1,817-$4,003
Total Functional Expenses$8,493,884$548,428$115,192$9,157,504

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,157,504
Total Expenses per Audited Statements$9,157,504
Total Expenses per Form 990$9,157,504
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Elevate Indianapolis IncIndianapolis, IN-Payroll grants$186,500
Catalyst Initiatives (highland Real Estate Group)Columbus, OH-Payroll grants$179,388
Team Africa RisingLas Vegas, NV-Grant$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Sagamore Institute Inc
EIN
20-1161578
Phone
3174722050
Address
2902 NORTH MERIDIAN STREET, INDIANAPOLIS, IN 46208

Signing Officer

Name
jay f hein
Title
president
Phone
3174722050
Signed
2017-11-09

Organization Details

Principal Officer
jay f hein
Formed
2005
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
35
Volunteers
14

Preparer

Firm
Greenwalt Cpas Inc
Address
5342 W VERMONT STREET, INDIANAPOLIS, IN 46224
Preparer
Amanda Meko CPA
Phone
3172412999
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2

“The board selects the outside auditors and is responsible for oversight of the audit.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0AN 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0STATE OF DEFENSE - CONTRACTED BY THE STATE OF INDIANA TO EVALUATE AND PROMOTE INDIANA'S DEFENSE INDUSTRY, SAGAMORE CONSTRUCTED ASTATEOFDEFENSE.COM. SAGAMORE INSTITUTE PRODUCED A VERSION OF AMERICAN OUTLOOK-SAGAMORE'S MAGAZINE-REGARDING INDIANA'S DEFENSE INDUSTRY AND CONTINUES TO HOLD EVENTS REGARDING THIS TOPIC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0411586
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0407604
IRS990/ProgSrvcAccomActy3Grp/Desc0CENTER 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0145061
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0208577
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Global Indiana - The Global Indiana center consists 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. Our Africa portfolio is geared to changing the nature of the conversation surrounding foreign aid. The flagship of our Africa portfolio is a free market think tank based in Rwanda called ISOKO. Additionally, Sagamore is involved with several trade development initiatives that focus on China, Japan and South Korea.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Education 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 leaders-teachers, principals, and administrators-to rise to a new level of professional excellence. The national conversations series has elevated this critical dialogue to a national level. We are 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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Super 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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3SAGAMORE 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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc4CRIMINAL JUSTICE REFORM - Sagamore's criminal justice reform portfolio aims to help rescue and restore those hurt by crime and those whose criminal behavior hurt themselves and society. We are 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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc5THIRD CENTURY PROJECT - Sagamore Institute launched the Third Century Project at the 2016 Indiana Conference on Citizenship. To help make Indiana's third century its best yet, Sagamore seeks to build better citizens by (1) education teaching what it means to be a good citizen; (2) inspiration telling captivating citizen stories; and (3) engagement catalyzing strategic citizen initiatives.
IRS990/ProgSrvcAccomActyOtherGrp/Desc6Miscellaneous small programs
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0491618
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1448484
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2317606
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt3615130
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt4124491
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt5184384
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt6995
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt015000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1197443
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt2183388
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt4117101
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,284,632
Liabilities
$179,876
Net assets
$4,104,756
Revenue
$9,234,724
Expenses
$9,157,504
Net income
$77,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$1.81$19.0$23.2$18.8$4.49
2023Detailed filing. Detailed filing data is available for this year.$15.8$1.29$14.5$16.8$13.9$2.86
2022Detailed filing. Detailed filing data is available for this year.$13.3$1.54$11.7$15.2$16.5$1.33
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.94$13.0$19.4$14.8$4.52
2020Detailed filing. Detailed filing data is available for this year.$9.31$0.53$8.78$13.1$11.6$1.46
2019Detailed filing. Detailed filing data is available for this year.$7.79$0.47$7.32$14.0$12.5$1.47
2018Detailed filing. Detailed filing data is available for this year.$6.38$0.53$5.85$14.9$13.5$1.43
2017Detailed filing. Detailed filing data is available for this year.$4.64$0.21$4.43$11.5$11.2$0.32
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.18$4.10$9.23$9.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.15$0.12$4.03$8.14$6.80$1.34
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.09$2.69$5.89$5.99$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.92$0.14$2.79$4.90$4.00$0.89
2012Summary only. Only limited summary data is available for this year.$2.08$0.18$1.89$3.80$2.81$0.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.13$0.90$2.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.30$0.03$1.30