irs program accomplishments · form 990 part iii · fy2023
What they reported doing
- #1 primary $11.04MSEO Career recruits and prepares high-achieving undergraduates for summer internships in corporate America, including Wall Street, commercial real estate, and technology, with more than 80% leading to coveted full-time jobs. The SEO Career Summer 2024 Intern Class had 820 students working with 165 corporate partners in more than 60 cities. All are welcome to apply. SEO Tech Developer is a virtual intensive, free immersion program to propel first-year and sophomore computer science and software engineering college students to the next level - including a paid six-week summer residency. all are welcome to apply. [SEE SCH O]
- #2 $2.54MSEO Alternative Investments is an industry-wide program that provides education, exposure, training, and mentorship to help high-achieving professionals be competitive in the industry. Approximately 90% of SEO Alternatives Fellows secure full-time roles in the sector. In 2024, SEO Alternative Investments had 550 candidates in the pipeline and more than 90 corporate partners. All are welcome to apply.
named programs · 6 · from sources
What they call their work
SEO Alternative Investments
Program providing education, training, and mentoring for talented professionals in the alternative investments sector.
SEO Career
Summer internship program placing college students from underrepresented backgrounds at partner companies in finance, law, and other sectors, with operations in the U.S., China, Vietnam, and Ghana.
SEO Leadership Institute
Program launched in 2020 to develop leadership skills among SEO alumni and professionals.
SEO Protégé
Mentorship program pairing senior-level professionals with SEO alumni beginning their careers.
SEO Scholars
Rigorous out-of-school academic program for high-achieving, low-income students beginning in 9th grade and continuing through college graduation, with locations in New York, San Francisco, North Carolina, and Miami.
SEO Tech Developer
New program launched in 2020 to provide tech training and career pathways for underrepresented talent.
activities · 10 groups
What they do
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Alumni Community Building 2 activities
- Alumni Career Advancement & Professional SupportProvides ongoing professional development and networking for alumni, with 275 alumni in senior corporate counsel roles and over 100 alumni as partners at major law firms. Supports leadership across industries, including CEOs, senators, judges, and financial leaders.
- Alumni Network & Leadership DevelopmentSupports a global network of over 26,000 alumni across 46 U.S. states and 48 countries, including alumni-founded affiliates. Offers the SEO Leadership Institute and Protégé program, providing mentorship, executive coaching, webinars, in-person events, and civic engagement opportunities tailored to career stage.
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Student Career Readiness and Internship Placement 2 activities
- SEO Career Programs (Internships & Fellowships)Recruits and prepares high-achieving undergraduate and graduate students for careers in corporate America through summer internship and fellowship programs. Placed 321 college interns at 55 partner companies, with over 80% of internships leading to full-time roles. Includes specialized programs in alternative investments, credit investing, law, and technology.
- SEO Technology ProgramOffers a virtual, free immersion program for first-year and sophomore computer science and software engineering students, including a paid six-week summer residency to build technical and professional skills for careers in technology.
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Professional Certification and Continuing Education 1 activity
- Alternative Investments Training ProgramsOffers year-round training programs including the Investment Academy, Credit Academy, and Credit Academy Fellowship Program (CAFP) to prepare candidates for careers in alternative investments and credit roles. Approximately 90% of fellows secure full-time roles in the alternative investments sector.
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Professional Networking Events 1 activity
- Annual Conferences & EventsHosts the annual Alternative Investments Conference (AICON) and regional events like the SEO Scholars San Francisco Achievement Benefit to promote career development and mission engagement. Also hosts the SEO Annual Awards Dinner in New York with over 1,000 attendees.
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Fundraising for Community and Charitable Initiatives 1 activity
- Funding & Development OperationsRelies on individual annual donors and receives annual or multi-year grants from foundations and corporations to fund programs for young people.
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Youth One-on-One Mentoring 1 activity
- Mentorship & Volunteer EngagementEngages volunteer mentors to support students during the high school phase of the SEO Scholars program and pairs alumni with senior-level advisors through the SEO Protégé program.
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Legal Education and Career Pipeline Programs 1 activity
- SEO Law FellowshipProvides a summer fellowship program for aspiring law students at prominent law firms before law school begins, offering practical experience, mentorship, networking, and training to support success in law school and legal careers.
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College Access and Success Support 1 activity
- SEO Scholars ProgramOperates an eight-year academic program for high-achieving public high school students in New York City, San Francisco, North Carolina, and Miami, providing free education, mentorship, and college preparation. The program serves over 2,000 underserved students annually, with 100% college acceptance and an 85–86% bachelor’s degree graduation rate, 80% of whom are first-generation college graduates.
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Local High School Scholarship Programs 1 activity
- Student & Alumni Financial SupportProvides scholarships and emergency funds to support college persistence for SEO Scholars, including through the Andrew Golkin Memorial Scholarship Fund.
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Uncategorized 1 activity
- Research & Program EvaluationConducts and commissions independent evaluations of its programs, including studies confirming that the SEO Scholars program closes the achievement gap and that participants match or outscore national SAT averages across demographic groups.
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financials · form 990 · fy2023
revenue
Total revenue$78.29M
Contributions & grants$76.69M98%
Program service revenue$00%
Investment income$1.90M2%
Other revenue$-296K
expenses
Total expenses$48.29M
Program expenses84%
Admin / overhead11%
Fundraising5%
Salaries & benefits$34.01M
Grants paid out$1.56M
Largest expense lineCompensation
balance sheet
Total assets$112.91M
Cash$23.09M
Investments$35.66M
Liabilities$8.36M
Net assets$104.55M
Liquid reserves14.6 mo
5 years on record · 2019–2023 · YoY revenue +71.0%
leadership · form 990 part vii · fy2023
Who runs it
paid leadership · 15
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| WILLIAM GOODLOE | PRESIDENT & CEO | 40 | $836K |
| ANDREW FAIRBAIRN | EXECUTIVE VICE PRESIDENT | 40 | $392K |
| SARATU GHARTEY | CHIEF OPERATING OFFICER | 40 | $339K |
| MINDY DAVIS | SVP AND MANAGING DIR. - CAREER | 40 | $328K |
| RENE GOLDBERG | VP-INFORMATION TECHNOLOGY | 40 | $311K |
| CATHERINE FINNERAN | VICE PRESIDENT | 40 | $304K |
| VIJAY SANDHU | VICE PRESIDENT - FINANCE | 40 | $274K |
| NICOLE MOORE | VP-HEAD OF CAREER PROGRAM&OPS | 40 | $273K |
| OMAR WANDERA | EXECUTIVE DIRECTOR | 40 | $264K |
| KYOUNG LEE | VP- PEOPLE AND CULTURE | 40 | $259K |
| Raina Singh | VP-ALTERNATIVE INVESTMENTS | 40 | $245K |
| ALISON SOLER | DIRECTOR - DEVELOPMENT | 40 | $226K |
| ELDRIDGE GILBERT III | SR VICE PRESIDENT- SCHOLARS | 40 | $225K |
| JULIAN JOHNSON | FORMER- EXECUTIVE VP | 0 | $222K |
| NICOLE MCCAULEY | SENIOR DIRECTOR | 40 | $212K |
board members · 10
- AMY ELLIS — BOARD MEMBER
- CARLA HARRIS — BOARD MEMBER
- CHRIS LEE — BOARD MEMBER
- DEBORAH L HARMON — BOARD MEMBER
- EDWARD TAM — BOARD MEMBER
- ERIC J LEE — BOARD MEMBER
- FRANK BAKER — BOARD MEMBER
- GILBERT A GARCIA — TREASURER
- HARA AMDEMARIAM — BOARD MEMBER
- HENRY R KRAVIS — CHAIRMAN
relationships · 72
Who they work with
- 70+ leading private equity firms Partner — Partners with over 70 leading private equity firms to drive industry change in alternative investments.
- Acquavella Family Foundation Partner — Benefactor Sponsor of the SEO Annual Awards Dinner
- American Express Partner — Opportunity Sponsor of the SEO Annual Awards Dinner
- Ares Management Partner — Opportunity Sponsor of the SEO Annual Awards Dinner
- Arrillaga Foundation Partner — Pacesetter Sponsor of the SEO Annual Awards Dinner
- Bank of America Partner — Underwriter Sponsor of the SEO Annual Awards Dinner
- Baron Family Foundation Partner — Benefactor Sponsor of the SEO Annual Awards Dinner
- Blackstone Charitable Foundation Partner — Platinum Sponsor of the SEO Annual Awards Dinner
- Bloomberg Philanthropies Partner — Platinum Sponsor of the SEO Annual Awards Dinner
- Brookfield Partner — Benefactor Sponsor of the SEO Annual Awards Dinner
- Carter Ledyard & Milburn LLP Partner — Supporter Sponsor of the SEO Annual Awards Dinner
- Charity Navigator Government — Rated SEO with 14 consecutive four-star ratings for organizational health and accountability.
- Chubb Partner — Platinum Sponsor of the SEO Annual Awards Dinner
- Citi Partner — Platinum Sponsor of the SEO Annual Awards Dinner
- Clearlake Capital Partner — Underwriter Sponsor of the SEO Annual Awards Dinner
- Cleary, Gottlieb, Steen & Hamilton LLP Partner — Benefactor Sponsor of the SEO Annual Awards Dinner
- College Board Government — Awarded SEO the Innovation Award for college preparatory programs in the Middle States Region in 2011
- Columbia Business School Partner — Students evaluated and selected SEO Scholars as top nonprofit in 2013 competition
- Deloitte Partner — Pacesetter Sponsor of the SEO Annual Awards Dinner
- EY Partner — Benefactor Sponsor of the SEO Annual Awards Dinner
- Evercore Partner — Platinum Sponsor of the SEO Annual Awards Dinner
- GCM Grosvenor Partner — Benefactor Sponsor of the SEO Annual Awards Dinner
- Global Infrastructure Partners Partner — Pacesetter Sponsor of the SEO Annual Awards Dinner
- Goldman Sachs Alternatives – Petershill Partner — Opportunity Sponsor of the SEO Annual Awards Dinner
- Golub Capital Partner — Opportunity Sponsor of the SEO Annual Awards Dinner
- IBM Partner — Benefactor Sponsor of the SEO Annual Awards Dinner
- Invariant Partner — Supporter Sponsor of the SEO Annual Awards Dinner
- JPMorganChase Partner — Benefactor Sponsor of the SEO Annual Awards Dinner
- Janus Henderson Investors Partner — Opportunity Sponsor of the SEO Annual Awards Dinner
- KPMG LLP Partner — Benefactor Sponsor of the SEO Annual Awards Dinner
+ 42 more
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Alumni-Led Expansion and Intergenerational Responsibilitymethodology: alumni-led expansionBy empowering alumni to lead and establish new program affiliates, we ensure organizational continuity and cultural fidelity because shared identity and lived experience strengthen program delivery and community trust.
- Comprehensive Career Preparation Through Immersion and Pipeline Developmentmethodology: comprehensive career preparation modelBy integrating education, professional exposure, training, and mentorship in high-opportunity sectors, we prepare underrepresented students for competitive careers because immersive, sector-specific experiences close opportunity gaps and build professional capital.
- Data-Driven College Access and Success Modelmethodology: data_driven_college_accessBy using data to identify and address academic and systemic barriers, we improve college access and persistence because targeted interventions and a strong college-going culture increase student outcomes.
- Long-Term Academic and Mentoring Pipelinemethodology: long-term_academic_pipelineBy providing continuous academic support and mentoring from 9th grade through college graduation, we increase college readiness, retention, and graduation rates among underrepresented students because sustained engagement addresses systemic barriers to degree completion.
- Tuition Gap Funding and Recurring Donor Supportmethodology: tuition_gap_fundingBy securing long-term donor commitments and recurring gifts, we close financial gaps in college funding because stable, predictable philanthropy enables Scholars to attend and persist at top-tier institutions.