2026-02-14T10:39:30-08:00 2024-03-31 592142260 CS&L CPAS 101 E KENNEDY BOULEVARD SUITE 1460 TAMPA FL 33602 990PF 2023-04-01 836802589 The Colen Family Charitable Trust COLE 3523877492 8435 SW 80th St 2 Ocala FL 34481 Kenneth D Colen Trustee 2025-05-01 true true Susan O Thompson P00276728 8134904490 2023 2025-03-06 01:10:19Z X X X 185855522 X 2053174 26448 26448 26448 3249106 3249106 3249106 131459 1158112 131459 108 17906 7327 10579 10579 3877339 3877339 9348105 3407013 7163580 87978 87978 2060501 2057752 434333 435856 208560 205739 107134 3783 3783 109851 165072 8333 8333 159790 198612 399 399 197721 1316612 572685 574216 8035 8683 1484550 3877339 -2113718 6644072 12515 3889854 1723868 0 0 6644072 12515 3889854 1723868 2704033 3394498 3273726 1096784 669948 669948 42280 541458 541368 35290 27556 35290 35290 48316 311817 311817 74429 74429 76450 1528583 1652046 2526597 856165 1369758 1316313 160191205 160506814 133932679 46015313 2181392 44016460 43833921 43833921 557013 2611139 2611139 208438791 211606620 185855522 2476062 2962115 385 2476447 2962115 X 205962344 208644505 205962344 208644505 208438791 211606620 205962344 2704033 208666377 21872 208644505 Raymond James - Short Term P 2023-03-01 2023-12-31 517214 517106 108 108 Raymond James - Long Term P 2022-03-01 2023-12-31 640898 509547 131351 131351 131459 108 47184 47184 47184 47184 0 false false false false false false false true true FL true true false true false true iacafl.org Rebecca Rogers 3523877492 8435 SW 80th Street Ste 2 Ocala FL 34481 false false false false false false false false false false false false false false false false false false false false false false Kenneth D Colen 8345 SW 80th Street Ste 2 Ocala FL 34481 Trustee 20.00 0 Rebecca Rogers 8345 SW 80th Street Ste 2 Ocala FL 34481 Executive Dir 25.00 84325 1553 2100 Vanessa Tillis Baxley 8345 SW 80th Street Ste 2 Ocala FL 34481 Principal 40.00 82592 16091 Ann Michelle Avery 8345 SW 80th Street Ste 2 Ocala FL 34481 Principal 40.00 65389 13532 Mickel Amy Van Camp 8345 SW 80th Street Ste 2 Ocala FL 34481 Elementary Teacher 40.00 56165 22662 Jennifer R Gibson 8345 SW 80th Street Ste 2 Ocala FL 34481 Elementary Teacher 40.00 51087 25070 Melissa Ann Cheshire 8345 SW 80th Street Ste 2 Ocala FL 34481 Teacher 40.00 51739 22386 19 Ausley Construction Company LLC 1521 SE 36th Ave Ocala FL 34471 Construction Management 1966060 Circle Square Foundation 8435 SW 80th Street 2 Ocala FL 34481 Leased Employees 262415 Wannemacher Jensen Architects Inc 132 Mirror Lake Drive North Unit 30 Saint Petersburg FL 33701 Architectural Services 189322 Stearns Weaver Miller Weissler Alhadeff 401 E Jackson St 2100 Tampa FL 33602 Legal Services 106441 Nelson & Company LLC 3914 Beach Blvd Suite 100 Jacksonville FL 32207 HVAC Services 107483 4 Maintenance and renovation of the Ina A. Colen Academy, A Charter school located in Marion County, Florida. 3521387 Operation and management of the Ina A Colen Academy providing education services to students in Kindergarten- 8th Grade in the Ocala, FL area 4981756 148822820 995782 0 149818602 0 149818602 2247279 147571323 7378566 X 1723868 3188230 4912098 2019-04-29 X 3273726 4424128 3193054 6375365 17266273 2782667 3760509 2714096 5419060 14676332 4912098 14938158 7348616 668890 27867762 4912098 14938158 7348616 668890 27867762 4919044 5371589 5418471 5395566 21104670 X Program Service Revenue 3877339 14 26448 14 3249106 18 131459 3 10579 3417592 3877339 7294931 false false false false false false false false false false X X 1 Circle Square Foundation 8435 SW 80th Street 2 Ocala FL 34481 1987984 X Accounting Fees 37830 3783 3783 40547 Controller Service 69304 0 0 69304 Trademark Branding 2021-05-28 465 57 15.0000 31 88 Rebecca Rogers The Colen Family Charitable Trust is party to a shared expense agreement. The officer compensation shown in part VII reflects the costs allocable to The Colen Family Charitable Trust. IACA Charter School Building 2022-07-20 41043908 746589 SL 0.0256 1052366 School Signage 2022-07-20 72153 5152 SL 0.1429 10311 School Furniture 2022-07-20 1332601 95148 SL 0.1429 190429 Communications Equipment 2022-07-20 243576 17391 SL 0.1429 34807 Communications Equipment 2023-03-30 7002 500 SL 0.1429 1001 Building Renovations 2023-10-25 617251 SL 0.0118 7265 Food Service Equipment 2023-10-19 191873 SL 0.0714 13700 Generator & Screen Wall 2023-11-11 266601 SL 0.0096 2567 School Furnishings 2023-11-30 58348 SL 0.0714 4166 Astrazeneca PLC NTS 97445 91974 Bank of Nova Scotia NTS 99023 92482 Canadian Imperial Bank of Commerce 99250 90688 Home Depot, Inc 24943 21909 JP Morgan Chase & Co 99600 90451 Morgan Stanley MTN ISIN 27699 24148 Salesforce.Com, Inc. 28401 24255 The Charles Schwab Corporation 25748 22405 Toyota Motor Credit Corporation 25565 22450 Federal Home Loan Banks 3.15% 25428 23217 Federal Farm Credit Banks 2.96% 53063 46509 Federal Home Loan Mortgage 5.00% 50000 49751 Federal Home Loan Banks .5200% 47874 47974 Federal Home Loan Banks 5.5% 99971 99987 Federal Home Loan Banks 5.00% 49925 49895 Federal Farm Credit Banks 5.52% 74948 74949 Federal Farm Credit Banks 5.375% 74944 74960 Federal Home Loan Mortgage Co .625% 45596 46772 Federal Home Loan Mortgage .50% 45431 46677 Federal Home Loan 5.625% 124945 124943 Federal Home Loan Mortgage 5.55% 74970 74971 Federal Home Loan 5.625% 74989 74946 American Express Company 64030 113845 Intuit 14322 65000 Keurig Dr Pepper Incorporated 84870 92010 Nvidia Corporation 20885 451780 Unitedhealth Group Incorporated 52932 98940 Amer States Wtr Company 40556 36120 Atmos Energy Corporation 27267 35661 Becton Dickinson & Company 29336 30931 Chevron Corporation New 52834 94644 Expeditors International Wash Inc 32666 36471 Illinois Tool Wks Inc 39692 53666 Intel Corporation 64883 61838 International Business Machines 42429 66836 JP Morgan Chase & Company 64088 100150 Johnson & Johnson 64649 63276 Marsh & Mclennan Companies Inc 53241 82392 RPM International Inc 33452 47580 Raytheon Technologies Corp 33452 43889 Regions Financial Corporation 36647 42080 Rio Tinto PLC Sponsored 75023 70114 S&P Global Incorporated 48588 63818 Texas Instrs Incorporated 60803 60974 Truist Finl Corporation 83653 77960 United Parcel Service Incorporated 47650 44589 West Pharmaceutical SVSC Inc 54656 79142 Linde PLC SHS 32421 58040 CVS Health Corporation 56459 55832 KDDI Corporation ADR 42263 39855 Microsoft Corporation 32261 42072 Taiwan Semiconductor MFG Limited 81147 108840 Target Corporation 86333 106326 Apple Incorporated (AAPL) 33938 34296 Sysco Corporation (SYY) 29815 32472 Tesla Corporation (TSLA) 34805 35158 74429 76450 Ally Bank Midvale, UT 3.45% AT COST 49598 49666 Beal Bank Plano TX 5.25% AT COST 49978 49994 Goldman Sachs Bank USA 2.00% AT COST 68044 68932 Manufacturers & Traders TC 5.25% AT COST 49953 49975 Merrick Bank South Jordan, UT .40% AT COST 46631 46776 Sallie Mae Bk .80% AT COST 47315 47411 Savibank .45% AT COST 46693 46832 Texas Exch Bank SSB .90% AT COST 46871 47042 Wells Fargo Bank, NA 5.15% AT COST 9976 9995 Furniture and Fixtures 1905553 372605 1532948 1532948 Buildings 41927760 1808787 40118973 40118973 Land 2182000 2182000 2182000 Legal Fees 208560 0 0 205739 Construction in Progress 494605 2548762 2548762 Due from CSF 62000 62000 62000 Net Intangible Assets 408 377 377 Book-Tax Difference on Sale of Contributed Stock 21872 Amortization 31 Computer Support 262174 269399 Dues & Subscriptions 3773 3773 Insurance Expense 445653 711656 Meals & Entertainment 528 714 Office Expenses 42254 41752 Payroll Fees 46658 46750 Program Service Expenses 3877339 -3877339 School Operating Expenses 683479 689577 Program Service Revenue 3877339 3877339 Advertising 5189 0 0 5189 Consultant Fees 122886 0 0 125937 Contracted Services 28664 0 0 28664 Investment Management Fees 8333 8333 8333 0 Spirit Store 17906 7327 10579 Foreign Taxes 399 399 399 Licenses 705 705 Payroll Taxes 196841 196349 Real Estate Taxes 667 667