2024-05-13T19:14:32-05:00 2023-06-30 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2022-07-01 521573280 COLA INC % LOVELY KURIAKOSE COLA 4103816581 9881 BROKEN LAND PARKWAY Suite 200 Columbia MD 21406 Nancy Stratton CEO 4103816581 2024-05-13 true Nancy Stratton 999009999 Marc Berger P01871563 7038930600 2 2022 2023-04-26 12:10:37Z Nancy Stratton 9881 BROKEN LAND PARKWAY200 Columbia MD 21406 13060133 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 83 12 0 0 1141405 0 11666955 12460991 689862 599142 374002 0 13872224 13060133 0 0 0 0 8741276 9123754 0 0 0 3077791 3513180 11819067 12636934 2053157 423199 26205861 19258391 11841945 13320461 14363916 5937930 COLA, INC. IS A PHYSICIAN-DIRECTED ORGANIZATION WHOSE PURPOSE IS TO PROMOTE HEALTH AND SAFETY THROUGH ACCREDITATION AND EDUCATIONAL PROGRAMS. false false 8876335 0 11929267 ACCREDITATION PRODUCTS: THIS DIVISION IS RESPONSIBLE FOR SCHEDULING ON-SITE SURVEYS FOR THE LABORATORY ACCREDITATION PROGRAM, HANDLING THE PAPERFLOW & TRACKING THE VALIDATION OF EACH PARTICIPANTS PROGRESS THROUGH THE ACCREDITATION PROCESS. COLA'S UNIFORM SET OF FACILITY CRITERIA ADDRESSES ISSUES OF SAFETY, PATIENT CONVENIENCE AND ACCESS. MEDICAL REPORTS FOR EACH PHYSICIAN ARE REVIEWED FOR COMPLIANCE AND CONTENT, ORGANIZATION, CONFIDENTIALITY AND SAFETY STANDARDS. 538463 0 531724 EDUCATION DIVISION: THIS DIVISION PRODUCES NUMEROUS TECHNICAL RESOURCES, FORMS, LETTERS, COURSES AND OTHER E-LEARNING EDUCATIONAL MATERIAL. 9414798 true false false false false false false false false false true false false false 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 16 0 true 83 true false 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 NANCY STRATTON CEO AND PRESIDENT 40.0 0.0 X 537060 0 43221 DAVID CHHIENG CMO 40.0 0.0 X 302548 0 32603 MARK TATELBAUM CHIEF LEGAL OFF. AND SEC. 40.0 0.0 X 306894 0 12683 KATHY NUCIFORA COO 40.0 0.0 X 289281 0 21109 TAMMY ZINSMEISTER CHIEF INNOVATION OFFICER 40.0 0.0 X 272654 0 18458 ERIKA SILVERMAN HOLDERNESS CHRO 40.0 0.0 X 234440 0 32135 ANGELISSA MCARTHUR DIR. OF SALES & MKTG 40.0 0.0 X 185920 0 27614 DONTE K DUDLEY ACCOUNT SALES REPRESENTATIVE 40.0 0.0 X 203083 0 4943 KATHLEEN R WILSON DIRECTOR OF PATHOLOGY 40.0 0.0 X 141513 0 24297 LOVELY KURIAKOSE CONTROLLER/TREASURER 40.0 0.0 X 146797 0 10989 BETTY KATHRYN CONNOLLY DIRECTOR OF QMS 40.0 0.0 X 141506 0 15079 TIFFANY P EAMON DIRECTOR OF ACCREDITATION 40.0 0.0 X 130647 0 5226 TROY M BLACKWOOD ACCOUNT SALES REPRESENTATIVE 40.0 0.0 X 132050 0 1609 KEITH E DAVIS MD CHAIR 1.0 0.0 X 0 0 0 Mary James MD VICE CHAIR 1.0 0.0 X 0 0 0 Madelyn Butler MD DIRECTOR 1.0 0.0 X 0 0 0 LISA EGBERT MD DIRECTOR 1.0 0.0 X 0 0 0 RICHARD S EISENSTAEDT MD DIRECTOR 1.0 0.0 X 0 0 0 VERLIN K JANZEN MD DIRECTOR 1.0 0.0 X 0 0 0 EMMANUEL KENTA-BIBI 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 DONNA E SWEET MD DIRECTOR 1.0 0.0 X 0 0 0 RW CHIP WATKINS MD DIRECTOR 1.0 0.0 X 0 0 0 3024393 0 249966 13 false true false 0 0 LABORATORY ACCREDITATION FEES 900099 11929267 11929267 EDUCATIONAL PRODUCTS AND SERVICES 900099 531724 531724 12460991 599142 0 599142 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13060133 12460991 0 599142 0 0 0 0 2990514 1555067 1435447 0 4432719 4065095 367624 0 1085602 726735 358867 614919 465558 149361 0 95938 48902 47036 112816 57215 55601 0 0 0 0 37210 18871 18339 156669 134637 22032 591859 303379 288480 0 160394 81345 79049 1284291 1273858 10433 0 347383 294934 52449 0 0 292060 148120 143940 118966 60334 58632 CREDIT CARD FEES 281112 146266 134846 MISCELLANEOUS EXPENSES 34482 34482 0 12636934 9414798 3222136 0 4103638 4221262 97225 101341 0 0 1437159 722018 0 0 0 0 0 0 0 0 259946 182633 1976966 1895343 133732 81623 11344430 12259377 89861 0 0 0 617122 832014 8122748 858123 26205861 19258391 1729596 1662750 0 0 9963073 10948981 0 0 0 0 0 0 0 0 0 0 149276 708730 11841945 13320461 X 14363916 5937930 0 0 14363916 5937930 26205861 19258391 X 423199 669547 -9518732 X false true X true false X 0 0 1230332 1141405 0 2371737 11417439 11376172 10869291 11666955 12460991 57790848 0 0 0 11417439 11376172 12099623 12808360 12460991 60162585 0 0 0 60162585 623127 501847 461961 700363 599142 2886440 3666 3666 626793 501847 461961 700363 599142 2890106 0 90000 181123 266494 266494 0 804111 12134232 12059142 12828078 13775217 13060133 63856802 0.94215 0.93876 0.04526 0.04674 X 21234 18788 2446 1955732 1876555 79177 81623 0 OPERATING LEASE LIABILITY 708730 708730 X SCHEDULE D, 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 HAS EVALUATED THESE TAX POSITIONS AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT AS OF JUNE 30, 2023. THE ORGANIZATION IS STILL OPEN TO INCOME TAX EXAMINATIONS FROM TAX YEAR 2019 FORWARD. X X X X false false false false false false false false false DAVID CHHIENG CMO 279998 0 20000 0 2550 0 8480 0 24123 0 335151 0 21375 0 BETTY KATHRYN CONNOLLY DIRECTOR OF QMS 125695 0 13261 0 2550 0 6022 0 9057 0 156585 0 27000 0 LOVELY KURIAKOSE CONTROLLER/TREASURER 130878 0 13369 0 2550 0 6276 0 4713 0 157786 0 6060 0 ANGELISSA MCARTHUR DIR. OF SALES & MKTG 108424 0 74946 0 2550 0 7258 0 20356 0 213534 0 27000 0 DONTE K DUDLEY ACCOUNT SALES REPRESENTATIVE 45330 0 155203 0 2550 0 0 0 4943 0 208026 0 0 0 KATHY NUCIFORA COO 261731 0 25000 0 2550 0 11243 0 9866 0 310390 0 24131 0 ERIKA SILVERMAN HOLDERNESS CHRO 210672 0 21218 0 2550 0 9558 0 22577 0 266575 0 22250 0 NANCY STRATTON CEO AND PRESIDENT 446510 0 88000 0 2550 0 17757 0 25464 0 580281 0 27000 0 MARK TATELBAUM CHIEF LEGAL OFF. AND SEC. 277320 0 27318 0 2256 0 12683 0 0 0 319577 0 27000 0 KATHLEEN R WILSON DIRECTOR OF PATHOLOGY 130311 0 8750 0 2452 0 3522 0 20775 0 165810 0 6438 0 TAMMY ZINSMEISTER CHIEF INNOVATION OFFICER 246919 0 23185 0 2550 0 10412 0 8046 0 291112 0 15618 0 FORM 990, PART VI, SECTION A, LINE 6: COLA HAS THREE MEMBER ORGANIZATIONS: THE AMERICAN MEDICAL ASSOCIATION, THE AMERICAN ACADEMY OF FAMILY PHYSICIANS, AND THE AMERICAN COLLEGE OF PHYSICIANS. 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 MANAGEMENT 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. 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 INDEPENDENTLY 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: 2021 CHIEF COUNSEL/SECRETARY: 2019 CHIEF FINANCIAL OFFICER/TREASURER: 2019 CHIEF OPERATING OFFICER: 2019 CHIEF MEDICAL OFFICER: 2020 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. FORM 990, PART XI, LINE 9 LOSS ON DISCONTINUED OPERATIONS ($9,518,732) NEXTLOGIK INC 9250 BENDIX ROAD NORTH COLUMBIA MD 21045 462648345 INFO. TECH MD COLA INC C CORP 0 0 1.00000 true false false false false false false false true false false false false false false false false false true false NEXTLOGIK INC H 386617 FMV NEXTLOGIK INC R 535623 FMV