SAGAMORE INSTITUTE INC

INDIANAPOLIS, IN, 46230-1076 (317) 472-2050 Est. 2005 EIN 20-1161578
W05— Public & Societal Benefit Form 990 501(c)(3)
www.sagamoreinstitute.org

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.

Giving Portfolio

Total Grants
54
Total Giving
$8.7M
Recipients
54
Years Active
2018 - 2024
Avg grant: $196,917 Median: $42,400

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20244$1.1M $263K13
20235$679K $136K14
20227$691K $99K43
20216$3.2M $541K42
202015$1.0M $67K510
20195$893K $179K23
201812$1.1M $94K120

Sectors Funded

Religion-Related
10
Education
7
Philanthropy & Grantmaking
7
Human Services
5
Community Improvement
4
International & Foreign Affairs
2
Youth Development
2
Crime & Legal-Related
1

Top States

Indiana
13
Ohio
7
Pennsylvania
6
Connecticut
4
Wisconsin
4
North Carolina
3
Colorado
3
Florida
2
and 7 more states

Grantee Size Profile

$100K - $500K
14
Over $50M
7
$5M - $10M
5
$1M - $5M
5
Under $100K
1
$500K - $1M
1

Top Grantees

Page 1 of 3
SECRETARIES INNOVATION GROUP
WI - 4 grants
$2.1M
CENTER FOR SERVING LEADERSHIP
PA - 6 grants
$1.8M
$484K
PRACTICAL GOVERNMENT SOLUTIONS
DC
$309K
CT - 4 grants
$270K
IN - 2 grants
$257K

Grants Awarded · 41 grants

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Financials

Total Revenue
$23,248,783
Total Expenses
$18,759,819
Net Assets
$18,973,992
51 employees 12 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
12.1 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 38.7%
Expenses ↑ 34.9%
Revenue Sources
Contributions 90.1% Earned revenue 4.3% Investment 2.1% Other 4.0%
Expense Breakdown
Program 91.6% Management 7.4% Fundraising 0.9%

Officers & Trustees (20)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2024 Form 990
Jan 1, 2024 to Dec 31, 2024
$23,248,783 $18,759,819$18,973,992
2023 Form 990
Jan 1, 2023 to Dec 31, 2023
$16,762,794 $13,902,629$14,485,028
2022 Form 990
Jan 1, 2022 to Dec 31, 2022
$15,197,658 $16,525,932$11,707,006
2021 Form 990
Jan 1, 2021 to Dec 31, 2021
$19,355,363 $14,835,776$13,035,280
2020 Form 990
Jan 1, 2020 to Dec 31, 2020
$13,086,562 $11,630,285$8,776,213
2019 Form 990
Jan 1, 2019 to Dec 31, 2019
$13,987,222 $12,518,166$7,319,936
2018 Form 990
Jan 1, 2018 to Dec 31, 2018
$14,889,414 $13,464,162$5,850,880

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EIN: 20-1161578 · Source: IRS Form 990 e-file data