KELLEY EXECUTIVE EDUCATION FOUNDAT… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

SREENIVAS KAMMA

Phone

8128563944

Tax Period

2024-07-01 to 2025-06-30

KELLEY EXECUTIVE EDUCATION FOUNDATION INC, founded in 2009, is a community nonprofit in the Education sector that reported $6.2M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

TO PROVIDE WORLD-CLASS EXECUTIVE DEVELOPMENT EXPERIENCES TO IMPROVE THE STRATEGIC, ORGANIZATIONAL, AND COMPETITIVE CAPABILITIES OF ORGANIZATIONS GLOBALLY.

Program Service Accomplishments

Program 1

Expenses: $5,668,518 Revenue: $6,140,939

KELLEY SCHOOL OF BUSINESS EXECUTIVE EDUCATION FOUNDATION IS AN EXECUTIVE EDUCATION ARM OF THE INDIANA UNIVERSITY KELLEY SCHOOL OF BUSINESS, ONE OF THE COUNTRY'S PREMIER BUSINESS SCHOOLS. KEEFI'S...

KELLEY SCHOOL OF BUSINESS EXECUTIVE EDUCATION FOUNDATION IS AN EXECUTIVE EDUCATION ARM OF THE INDIANA UNIVERSITY KELLEY SCHOOL OF BUSINESS, ONE OF THE COUNTRY'S PREMIER BUSINESS SCHOOLS. KEEFI'S MISSION IS TO PROVIDE WORLD-CLASS EXECUTIVE DEVELOPMENT EXPERIENCES TO IMPROVE THE STRATEGIC, ORGANIZATIONAL AND COMPETITIVE CAPABILITIES OF ORGANIZATIONS GLOBALLY, AND TO DEVELOP LEADERSHIP COMPETENCIES OF THE INDIVIDUALS IN THOSE ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $295

Program Service Revenue $6,140,939

Investment Income $21,267

Other Revenue $0

TOTAL REVENUE $6,162,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,359,709

Fundraising Expenses $0

Program Expenses $5,668,518

Other Expenses $4,865,125

TOTAL EXPENSES $6,224,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,162,501	$7,054,878	-0.1%
Expenses	$6,224,834	$6,669,709	-0.1%
Net Income	$-62,333	$385,169	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,635,973

Total Directors

$2,005,422

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTIN ROYER	DIRECTOR	1.00	Director	$0	$0	$148,654
DANIEL SMITH	DIRECTOR	1.00	Director	$30,500	$0	$469,100
PATRICK HOPKINS	CHAIR	1.00	Officer Director	$0	$0	$445,000
JOSH PERRY	PRESIDENT	1.00	Officer Director	$5,668	$0	$365,668
SREENIVAS KAMMA	TREASURER	1.00	Officer Director	$37,500	$0	$349,500
TERESA KASE	SECRETARY	1.00	Officer Director	$0	$0	$227,500
RON THOMAS	EXECUTIVE DIRECTOR	40.00	Officer	$223,811	$24,494	$248,305

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,162,501	$6,224,834	$1,982,838	$-62,333
2024	$7,054,878	$6,669,709	$2,020,950	$385,169
2023	$7,635,515	$7,365,665	$1,926,192	$269,850
2022	$5,994,772	$5,924,458	$1,487,006	$70,314
2021	$3,371,150	$3,586,406	$1,125,624	$-215,256
2020	$4,784,984	$5,013,163	$1,060,159	$-228,179
2019	$6,452,226	$6,316,606	$1,896,512	$135,620
2018	$5,272,217	$5,326,321	$1,593,457	$-54,104

KELLEY EXECUTIVE EDUCATION FOUNDATION INC