2022-05-06T14:11:12-05:00 2021-06-30 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2020-07-01 521573280 COLA INC % LOVELY KURIAKOSE COLA 4103816581 9881 BROKEN LAND PARKWAY Suite 200 Columbia MD 21406 Nancy Stratton CEO 4103816581 2022-05-03 true Nancy Stratton XXX-XX-XXXX Marc Berger P01871563 7038930600 2 2020 2022-09-23 18:48:47Z Nancy Stratton 9881 BROKEN LAND PARKWAY200 Columbia MD 21406 13863578 false X WWW.COLA.ORG X 1988 MD COLA, INC. IS A PHYSICIAN-DIRECTED ORGANIZATION WHOSE PURPOSE IS TO PROMOTE HEALTH AND SAFETY THROUGH ACCREDITATION AND EDUCATIONAL PROGRAMS. 12 12 82 85 107500 0 0 1230332 11376172 10869291 870935 704540 247915 373994 12495022 13178157 0 0 0 0 7806307 8027373 0 0 0 3454568 2838885 11260875 10866258 1234147 2311899 22083298 27396378 11366456 12408131 10716842 14988247 COLA, INC. 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MEDICAL REPORTS FOR EACH PHYSICIAN ARE REVIEWED FOR COMPLIANCE AND CONTENT, ORGANIZATION, CONFIDENTIALITY AND SAFETY STANDARDS. 256079 0 41855 EDUCATION DIVISION: THIS DIVISION PRODUCES NUMEROUS TECHNICAL RESOURCES, FORMS, LETTERS, OURSES AND OTHER E-LEARNING EDUCATIONAL MATERIAL. 7780689 true true false false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 12 0 true 82 true true true false false false false false false false false false false false X 12 12 false false false false true true false true true false false true true true true true true true true false MD X LOVELY KURIAKOSE 4104233721 9881 BROKEN LAND PARKWAY SUITE 200 COLUMBIA MD 21046 X Nancy Stratton CEO and President 40.0 0.0 X 470412 0 25378 Mark Tatelbaum Chief Counsel and Secretary 40.0 0.0 X 292043 0 11948 Kathy Nucifora COO 40.0 0.0 X 247765 0 15418 Tammy Zinsmeister Chief Innovation Officer 40.0 0.0 X 239008 0 16691 Erika Silverman Holderness Chief HR Officer 40.0 0.0 X 225482 0 17082 Thomas J Dehner CFO (Termed 10/15/2020) 40.0 0.0 X 190599 0 12152 Betty Kathryn Connolly Director of QMS 40.0 0.0 X 141917 0 12961 Angelissa McArthur Director of Sales And Mktg 40.0 0.0 X 122833 0 12660 Tiffany Eamon P Senior Operations Manager 40.0 0.0 X 117926 0 5053 Cogan Kenneth G Project Manager 40.0 0.0 X 115661 0 2712 Lovely Kuriakose Controller and Treasurer 40.0 0.0 X 107291 0 10049 Irwin Kim Surveyor 40.0 0.0 X 101999 0 10668 Line David Surveyor 40.0 0.0 X 107147 0 4610 Susan Densford Director of Accreditation 40.0 0.0 X 101917 0 6892 Reuwer Brian Healthcare Policy Analyst 40.0 0.0 X 103295 0 4489 Donna E Sweet MD Chair 1.0 0.0 X 0 0 0 William E Kobler MD Vice Chair 1.0 0.0 X 0 0 0 Susan R Bailey MD Director 1.0 0.0 X 0 0 0 Keith E Davis MD Director 1.0 0.0 X 0 0 0 Richard S Eisenstaedt MD Director 1.0 0.0 X 0 0 0 Bradley J Fedderly MD Director 1.0 0.0 X 0 0 0 Verlin K Janzen MD Director 1.0 0.0 X 0 0 0 Mario Motta MD Director 1.0 0.0 X 0 0 0 Karla K Murphy MD Director 1.0 0.0 X 0 0 0 Steven R Peskin MD Director 1.0 0.0 X 0 0 0 RW Chip Watkins MD Director 1.0 0.0 X 0 0 0 Lezlee Koch MT Director 1.0 0.0 X 0 0 0 2685295 0 168763 15 false true false Hogan Lovells US LLP PO Box 75890 BALTIMORE MD 212755890 Legal Services 220978 Deloitte Financial Advisory Service PO Box 844742 DALLAS TX 752844742 Accounting Services 147500 2 1230332 0 1230332 LABORATORY ACCREDITATION FEES 900099 10827436 10827436 EDUCATIONAL PRODUCTS AND SERVICES 900099 41855 41855 10869291 461961 461961 0 0 0 0 0 928000 685421 242579 242579 242579 0 0 0 0 0 0 0 0 0 MANAGEMENT FEES 900099 107500 107500 INTEREST FROM NOTE WITH SUBSIDIARY 900099 266494 266494 373994 13178157 10869291 107500 971034 0 0 0 0 2679244 1339622 1339622 0 4148684 3985057 163627 165947 159402 6545 749827 480171 269656 283671 272483 11188 0 229985 123854 106131 373916 201893 172023 0 0 0 32630 22325 10305 30736 16552 14184 235154 197989 37165 390615 222688 167927 0 172313 127326 44987 506721 499679 7042 0 56284 30732 25552 6358 3424 2934 0 88821 47833 40988 92212 49659 42553 MISCELLANEOUS EXPENSES 623140 623140 10866258 7780689 3085569 0 1400486 2501255 48175 61190 0 0 1331530 2567372 0 0 0 0 0 0 0 0 112570 80830 2063161 1849901 287858 213260 11153061 13463094 89861 89861 0 0 877159 772687 6782598 7646829 22083298 27396378 1043313 1276672 0 0 8624096 9783642 0 0 0 0 0 0 200000 0 1230332 1136405 268715 211412 11366456 12408131 X 10716842 14988247 0 0 10716842 14988247 22083298 27396378 2311899 1959506 X false true X true false X 0 0 0 0 1230332 1230332 11678577 11394967 11417439 11376172 10869291 56736446 0 0 0 11678577 11394967 11417439 11376172 12099623 57966778 0 125898 125898 125898 125898 57840880 506402 651470 623127 501847 461961 2744807 0 0 3666 0 0 3666 506402 651470 626793 501847 461961 2748473 0 89856 108546 90000 181123 266494 736019 12274835 12154983 12134232 12059142 12828078 61451270 0.94125 0.93662 0.04473 0.04727 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21234 14354 6880 2041927 1835547 206380 213260 DEFERRED COMP BENEFIT PLAN 181079 INTERCOMPANY RECEIVABLES 7465750 7646829 0 DEFERRED RENT 211105 INTERCOMPANY PAYABLES 307 211412 X PART X, LINE 2: IN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE ORGANIZATION ASSESSES ALL TAX POSITIONS TAKEN. THE ORGANIZATION DETERMINED THAT THEY WERE NOT REQUIRED TO RECORD LIABILITIES FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2021 AND 2020. THE ORGANIZATION IS STILL OPEN TO EXAMINATION FROM TAX YEAR 2017 FORWARD. 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FORM 990, PART VI, SECTION A, LINE 7A: EACH MEMBER ORGANIZATION MAY APPOINT THREE MEMBERS TO THE COLA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 IS BASED UPON FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT AS WELL AS SUPPORTING AND UNIQUE SCHEDULES SUPPLIED BY COLA MANAGEMENT. INDEPENDENT ACCOUNTANT REVIEWS INFORMATION SUPPLIED BY COLA MANGEMENT AND PREPARES RETURN WHICH IS THEN REVIEWED BY THE TREASURER AND CHIEF EXECUTIVE OFFICER. FINAL DRAFT IS SUPPLIED TO THE FINANCE COMMITTEE OF THE COLA BOARD OF DIRECTORS FOR REVIEW AND DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: EACH MEMBER OF THE COLA BOARD OF DIRECTORS HAS A LEGAL AND FIDUCIARY REPONSIBILITY, WHILE ACTING AS A COLA DIRECTOR, TO MAKE DECISIONS EXCLUSIVELY BASED ON WHAT THE DIRECTOR BELIEVES TO BE IN THE BEST INTERESTS OF COLA. NO DIRECTOR SHOULD VOTE OR TAKE A POSITION ON A COLA ISSUE BASED ON PERSONAL INTERESTS OR ON THE INTERESTS OF ANOTHER ORGANIZATION. IF A DIRECTOR BELIEVES THAT THERE MAY BE A PERSONAL OR ORGANIZATIONAL INTEREST THAT MIGHT BE PERCEIVED AS AFFECTING HIS OR HER ABILITY TO ACT IN THE BEST INTERESTS OF COLA OR A PARTICULAR MATTER, THAT ISSUE SHOULD BE DISCLOSED SO THAT THE CONFLICT OR POTENTIAL CONFLICT IS CLEARLY UNDERSTOOD. IF THE DIRECTOR, THE RELEVANT COMMITTEE, OR THE BOARD BELIEVES THAT THE DISCLOSED CONFLICT OR POTENTIAL CONFLICT MIGHT REASONABLY PREVENT THE DIRECTOR FROM ACTING SOLELY IN THE BEST INTERESTS OF COLA ON A PARTICULAR MATTER, THE DIRECTOR SHOULD NOT PARTICIPATE IN THE DISCUSSION OR IN THE VOTE ON THAT MATTER AND IF THE CONFLICT IS GREAT ENOUGH, THEY SHOULD LEAVE THE DISCUSSION. NO CONFIDENTIAL INFORMATION, STRATEGIES OR PLANS RELATING TO COLA SHOULD BE DISCLOSED TO ANY OTHER PERSON OR ORGANIZATION. DISCLOSURE OF SUCH INFORMATION, STRATEGIES, OR PLANS COULD CONSTITUTE A VIOLATION OF THE DIRECTOR'S DUTY OR LOYALTY TO COLA. IF THERE IS ANY QUESTION ABOUT A CONFLICT OF INTEREST OR POTENTIAL CONFLICT, THE DIRECTOR SHOULD ADDRESS THE QUESTION TO THE CHAIR OF THE BOARD OR THE CHIEF EXECUTIVE OFFICER. EACH DIRECTOR MUST ANNUALLY SIGN THE CONFLICT OF INTEREST FORM FOR THE BOARD OF DIRECTORS. ANY CONFLICT OF INTEREST BY A KEY EMPLOYEE (OTHER THAN BY THE CHIEF EXECUTIVE OFFICER) IS REQUIRED TO BE DISCLOSED TO THE CHIEF EXECUTIVE OFFICER (CEO), WHEREAS ANY CONFLICTS OF INTEREST INVOLVING THE CEO ARE REQUIRED TO BE DISCLOSED TO THE CHAIRMAN OF THE BOARD. THE KEY EMPLOYEE IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN. KEY EMPLOYEES ARE REQUIRED TO COMPLETE A QUESTIONNAIRE TO FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT IS COMPLETED UPON HIS/HER ASSOCIATION WITH COLA AND IS UPDATED ANNUALLY THEREAFTER. AN ADDITIONAL DISCLOSURE STATEMENT IS FILED AT SUCH TIME AS AN ACTUAL OR POTENTIAL CONFLICT ARISES. COPIES ARE PROVIDED TO THE CHIEF EXECUTIVE OFFICER OF COLA AND KEPT IN THE HUMAN RESOURCES DEPARTMENT. IN THE CASE OF THE CHIEF EXECUTIVE OFFICER'S DISCLOSURE, THAT STATEMENT IS PROVIDED TO THE CHAIRMAN OF THE BOARD AND CORPORATE SECRETARY. FORM 990, PART VI, SECTION B, LINE 15A: A COMMITTEE OF THE BOARD, COMPOSED ENTIRELY OF INDIVIDUALS WITH NO "CONFLICTS OF INTEREST" (AS DEFINED UNDER IRS RULES), DETERMINED THE CHIEF EXECUTIVE OFFICER (CEO)'S COMPENSATION FOR THE REPORTING YEAR. THE COMMITTEE OBTAINED A DETAILED MARKET-BASED COMPENSATION ANALYSIS FROM A CONSULTING FIRM. THIS COMPENSATION ANALYSIS PROVIDED COMPARABILITY DATA FOR POSITIONS COMPARABLE TO THAT OF THE CEO. THIS COMPENSATION ANALYSIS WAS THEN USED BY THE COMMITTEE TO DETERMINE THE APPROPRIATE COMPENSATION FOR THE CEO. THE COMMITTEE KEEPS DETAILED MINUTES TO DOCUMENT CONTEMPORANEOUSLY ALL DELIBERATIONS AND DECISIONS WITH RESPECT TO THE CEO'S COMPENSATION. THOSE MINUTES ARE THEN REVIEWED, CORRECTED IF APPROPRIATE, AND APPROVED AT THE NEXT FOLLOWING COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15B: A COMMITTEE OF THE BOARD COMPOSED ENTIRELY OF INDIVIDUALS WITH NO "CONFLICTS OF INTEREST" (AS DEFINED UNDER IRS RULES), REVIEWED AND APPROVED COMPENSATION FOR OFFICERS AND KEY EMPLOYEES FOR THE REPORTING YEAR. THE COMMITTEE OBTAINED A DETAILED MARKET-BASED COMPENSATION ANALYSIS FROM A CONSULTING FIRM. THIS COMPENSATION ANALYSIS PROVIDED COMPARABILITY DATA FOR POSITIONS COMPARABLE TO THAT OF THE OFFICERS AND KEY EMPLOYEES. THIS COMPENSATION ANALYSIS WAS THEN USED BY THE COMMITTEE TO DETERMINE IF THE COMPENSATION PACKAGES FOR THOSE OFFICERS AND KEY EMPLOYEES ARE REASONABLE WHEN COMPARED TO THE COMPARABLE INDEPENDANTLY OBTAINED DATA. COMMITTEE KEEPS DETAILED MINUTES TO DOCUMENT CONTEMPORANEOUSLY ALL DELIBERATIONS AND DECISIONS WITH RESPECT TO THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THOSE MINUTES ARE THEN REVIEWED, CORRECTED IF APPROPRIATE, AND APPROVED AT THE NEXT FOLLOWING COMMITTEE MEETING. IDENTIFIED BELOW ARE THE OFFICER OR KEY EMPLOYEE POSITIONS FOR WHICH THE PROCESS DESCRIBED ABOVE WAS USED TO ESTABLISH COMPENSATION OF THE PERSONS WHO SERVED IN THOSE OFFICES OR POSITIONS, AND THE YEAR IN WHICH THIS PROCESS WAS LAST UNDERTAKEN FOR EACH SUCH PERSON: CHIEF EXECUTIVE OFFICER: 2016 CHIEF COUNSEL/SECRETARY: 2016 CHIEF FINANCIAL OFFICER/TREASURER: 2016 CHIEF OPERATING OFFICER: 2016 CHIEF MARKETING OFFICER: 2016 CHIEF MEDICAL OFFICER: 2016 FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. NEXTLOGIK INC 9250 BENDIX ROAD NORTH COLUMBIA MD 21045 462648345 INFO. TECH MD COLA INC C CORP 1369929 671971 1.00000 true false false false false false false false false false false false true true false false false false true false NextLogik InC L 118240 FMV NextLogik InC R 332000 FMV