Civic Intelligence

South-East Zoo Alliance for Reproduction & Conservation Inc

EIN 27-5075817 • 501(c)3 • Yulee, FL

Profile

Sezarc is a group of zoo and conservation centers focusing on solutions for reproductive challenges to support self-sustaining populations of endangered species in captivity and in the wild.

581705 White Oak RoadYulee, FL 32097

www.sezarc.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.08x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$105,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

24%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$208,865

Up $14,062 (+7.2%) from 2023

Liabilities

Up

$16,750

Up $10,207 (+156%) from 2023

Net Assets

Up

$192,115

Up $3,855 (+2.0%) from 2023

Revenue

Up

$637,441

Up $123,749 (+24%) from 2023

Expenses

Up

$633,586

Up $134,296 (+27%) from 2023

Net Income

Down

$3,855

Down $10,547 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $333,573Liabilities 2011: $0Net Assets 2011: $333,5732011Assets 2012: $468,171Liabilities 2012: $65Net Assets 2012: $468,1062012Assets 2013: $370,670Liabilities 2013: $0Net Assets 2013: $370,6702013Assets 2014: $387,494Liabilities 2014: $0Net Assets 2014: $387,4942014Assets 2015: $356,480Liabilities 2015: $5,961Net Assets 2015: $350,5192015Assets 2016: $373,721Liabilities 2016: $21,175Net Assets 2016: $352,5462016Assets 2017: $326,999Liabilities 2017: $17,927Net Assets 2017: $309,0722017Assets 2018: $337,170Liabilities 2018: $63,670Net Assets 2018: $273,5002018Assets 2019: $294,563Liabilities 2019: $51,935Net Assets 2019: $242,6282019Assets 2020: $265,343Liabilities 2020: $36,791Net Assets 2020: $228,5522020Assets 2021: $236,301Liabilities 2021: $38,098Net Assets 2021: $198,2032021Assets 2022: $194,868Liabilities 2022: $5,691Net Assets 2022: $189,1772022Assets 2023: $194,803Liabilities 2023: $6,543Net Assets 2023: $188,2602023Assets 2024: $208,865Liabilities 2024: $16,750Net Assets 2024: $192,1152024

Highlighted filing

2024

Assets$208,865
Liabilities$16,750
Net Assets$192,115

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $108,3972011Expenses 2012: $84,6462012Expenses 2013: $283,3502013Revenue 2014: $325,922Expenses 2014: $309,098Net Income 2014: $16,8242014Revenue 2015: $250,407Expenses 2015: $287,382Net Income 2015: -$36,9752015Revenue 2016: $348,433Expenses 2016: $356,151Net Income 2016: -$7,7182016Revenue 2017: $367,094Expenses 2017: $410,568Net Income 2017: -$43,4742017Revenue 2018: $415,692Expenses 2018: $451,264Net Income 2018: -$35,5722018Revenue 2019: $430,426Expenses 2019: $461,298Net Income 2019: -$30,8722019Revenue 2020: $447,145Expenses 2020: $461,248Net Income 2020: -$14,1032020Revenue 2021: $394,706Expenses 2021: $382,463Net Income 2021: $12,2432021Revenue 2022: $451,449Expenses 2022: $445,024Net Income 2022: $6,4252022Revenue 2023: $513,692Expenses 2023: $499,290Net Income 2023: $14,4022023Revenue 2024: $637,441Expenses 2024: $633,586Net Income 2024: $3,8552024

Highlighted filing

2024

Revenue$637,441
Expenses$633,586
Net Income$3,855

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.17$1.92$6.37$6.34$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.07$1.88$5.14$4.99$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.06$1.89$4.51$4.45$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.38$1.98$3.95$3.82$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.37$2.29$4.47$4.61$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.95$0.52$2.43$4.30$4.61$0.31
2018Detailed filing. Detailed filing data is available for this year.$3.37$0.64$2.74$4.16$4.51$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.18$3.09$3.67$4.11$0.43
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.21$3.53$3.48$3.56$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.56$0.06$3.51$2.50$2.87$0.37
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$3.26$3.09$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.71$2.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.00$4.68$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.00$3.34$1.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 6, 2025
Return Version
2024v5.0
Gross Receipts
$637,441
Mission and Program Overview

Mission

Sezarc is a group of zoo and conservation centers focusing on solutions for reproductive challenges to support self-sustaining populations of endangered species in captivity and in the wild.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$161,414$167,690▲ $6,276
Cash and Non-Interest-Bearing Accounts$30,748$39,175▲ $8,427
Land, Buildings, and Equipment, Net$2,141$1,500▼ $641
Accounts Receivable$500$500→ $0
Total Assets$194,803$208,865▲ $14,062
Liabilities
Accounts Payable and Accrued Expenses$6,509$16,716▲ $10,207
Other Liabilities$34$34→ $0
Total Liabilities$6,543$16,750▲ $10,207
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$188,260$192,115▲ $3,855
Total Net Assets Fund Balance$188,260$192,115▲ $3,855
Total Liabilities and Net Assets / Fund Balance$194,803$208,865▲ $14,062

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,500$82,840$84,340
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda PenfoldExecutive DiFT$105,000$105,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$457,382
Program Service Revenue
$173,779
Investment Income
$6,280
Other Revenue
$0
All Other Contributions
$88,483
Change in Net Assets
$3,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$425,651
Other Expenses$207,935
Total Fundraising Expense$1,291
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$383,199--$383,199
Fees for Services Other$42,712--$42,712
Travel$32,174-$814$32,988
Payroll Taxes$29,315--$29,315
Insurance$21,522--$21,522
Conferences and Meetings$21,219--$21,219
Other Employee Benefits$13,137--$13,137
Office Expenses$6,246$1,565$118$7,929
Fees for Services Accounting-$7,398-$7,398
Information Technology$2,094--$2,094
Depreciation Depletion$642--$642
Other Expenses$2,230-$359$359
All Other Expenses-$144-$144
Total Functional Expenses$623,188$9,107$1,291$633,586
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$34
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
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, Page 6, Part VI, Line 11B

A draft copy of the irs form 990 is emailed to the board chairman and treasurer for their review prior to filing.

Form 990, Page 6, Part VI, Line 12C

Potential conflicts are disclosed upon hiring and review periodically as new vendors and members are added.

Form 990, Page 6, Part VI, Line 15A

The director's compensation is reviewed and approved as part of the annual budgeting process. When the director initially joined the organization, comparable salaries in the industry were considered when making the initial employment offer.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
South-east Zoo Alliance for
EIN
27-5075817
Phone
9042253382
Address
581705 WHITE OAK ROAD, YULEE, FL 32097

Signing Officer

Name
Linda Penfold
Title
Executive Director
Phone
9042253382
Signed
2025-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Penfold
Formed
2011
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
9
Employees
9

Preparer

Firm
Newsom and Associates Pa
Address
12740 ATLANTIC BLVD STE 7, JACKSONVILLE, FL 32225
Preparer
C Scott Newsom
Phone
9043200572
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Board members serve in a volunteer capacity.

Raw XML Appendix379 raw XML fields

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/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt136979
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0133967
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt136979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22833
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0462021
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05535
IRS990/PYOtherExpensesAmt0138299
IRS990/PYProgramServiceRevenueAmt046136
IRS990/PYRevenuesLessExpensesAmt014402
IRS990/PYSalariesCompEmpBnftPaidAmt0360991
IRS990/PYTotalExpensesAmt0499290
IRS990/PYTotalRevenueAmt0513692
IRS990/ReconcilationRevenueExpnssAmt03855
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0161414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0167690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0457382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0462021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0359968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0386589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0411193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02077153
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06280
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06280
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0173779
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99700
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02077153
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0457382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0462021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0359968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0386589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0411193
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02077153
IRS990ScheduleA/TotalSupportAmt02083433
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01500
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082840
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt084340
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01500
IRS990ScheduleD/TotalLiabilityAmt034
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS SERVE IN A VOLUNTEER CAPACITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE IRS FORM 990 IS EMAILED TO THE BOARD CHAIRMAN AND TREASURER FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POTENTIAL CONFLICTS ARE DISCLOSED UPON HIRING AND REVIEW PERIODICALLY AS NEW VENDORS AND MEMBERS ARE ADDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED AS PART OF THE ANNUAL BUDGETING PROCESS. WHEN THE DIRECTOR INITIALLY JOINED THE ORGANIZATION, COMPARABLE SALARIES IN THE INDUSTRY WERE CONSIDERED WHEN MAKING THE INITIAL EMPLOYMENT OFFER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0194803
IRS990/TotalAssetsEOYAmt0208865
IRS990/TotalAssetsGrp/BOYAmt0194803
IRS990/TotalAssetsGrp/EOYAmt0208865
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0457382
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01291
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09107
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0623188
IRS990/TotalFunctionalExpensesGrp/TotalAmt0633586
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06543
IRS990/TotalLiabilitiesEOYAmt016750
IRS990/TotalLiabilitiesGrp/BOYAmt06543
IRS990/TotalLiabilitiesGrp/EOYAmt016750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0188260
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192115
IRS990/TotalProgramServiceExpensesAmt0623188
IRS990/TotalProgramServiceRevenueAmt0173779
IRS990/TotalReportableCompFromOrgAmt0105000
IRS990/TotalRevenueGrp/ExclusionAmt06280
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0173779
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0637441
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0194803
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0208865
IRS990/TravelGrp/FundraisingAmt0814
IRS990/TravelGrp/ProgramServicesAmt032174
IRS990/TravelGrp/TotalAmt032988
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0581705 WHITE OAK ROAD
IRS990/USAddress/CityNm0YULEE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032097
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SEZARC.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA PENFOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09042253382
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH-EAST ZOO ALLIANCE FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REPRODUCTION AND CONSERVATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0275075817
ReturnHeader/Filer/PhoneNum09042253382
ReturnHeader/Filer/USAddress/AddressLine1Txt0581705 WHITE OAK ROAD
ReturnHeader/Filer/USAddress/CityNm0YULEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032097
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812979526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWSOM AND ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012740 ATLANTIC BLVD STE 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032225
ReturnHeader/PreparerPersonGrp/PhoneNum09043200572
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C SCOTT NEWSOM
ReturnHeader/ReturnTs02025-06-13T08:29:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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