QUANTUM LEAP HEALTH CARECOLLABORATIVE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- QUANTUM LEAP HEALTH CARECOLLABORATIVE (EIN 20-4284925)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202013169349305526
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T18:26:22-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204284925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUANTUM LEAP HEALTHCARE COLLABORATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | QUAN | BusinessNameControlTxt |
| Phone | 8558660505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941181837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES PALAZZOLO | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8558660505 | PhoneNum |
| Signature | 2020-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN R AMSTER | PreparerPersonNm |
| PTIN | P00189994 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2020-10-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.184.139.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-12 | IPDt |
| IP Tm | 18:30:11 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 98C12E8E5E1AA7A5910964E34E069994ED632D96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES PALAZZOLO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941181837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,573,514 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.QUANTUMLEAPHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF QUANTUM LEAP HEALTHCARE COLLABORATIVE IS TO PROVIDE MANAGEMENT AND FINANCIAL SUPPORT TO HEALTHCARE RESEARCH ORGANIZATIONS, PARTICULARLY INVOLVING BREAST CANCER RESEARCH AND TREATMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,203,352 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,876,103 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,242,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,088,922 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $119,258 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $4,890 | CYOtherRevenueAmt |
| PY Total Revenue | $12,445,452 | PYTotalRevenueAmt |
| CY Total Revenue | $15,089,173 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $297,497 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,067,461 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,619,028 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $267,439 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,624,111 | PYOtherExpensesAmt |
| CY Other Expenses | $11,722,540 | CYOtherExpensesAmt |
| PY Total Expenses | $11,720,572 | PYTotalExpensesAmt |
| CY Total Expenses | $14,639,065 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $724,880 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $450,108 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,623,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,681,889 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,096,013 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,939,504 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $527,491 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $742,385 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF QUANTUM LEAP HEALTHCARE COLLABORATIVE IS TO PROVIDE MANAGEMENT AND FINANCIAL SUPPORT TO HEALTHCARE RESEARCH ORGANIZATIONS, PARTICULARLY INVOLVING BREAST CANCER RESEARCH AND TREATMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,173,117 | ExpenseAmt |
| Revenue | $12,598,772 | RevenueAmt |
| Desc | I-SPY TRIALS: QUANTUM LEAP SPONSORS THE I-SPY TRIALS (INVESTIGATION OF SERIAL STUDIES TO PREDICT YOUR THERAPEUTIC RESPONSE WITH IMAGING AND MOLECULAR ANALYSIS). I-SPY HAS BEEN RE-ENGINEERING THE APPROACH TO CLINICAL TRIALS, WITH A GOAL OF GETTING THE RIGHT DRUG TO THE RIGHT PATIENT AT THE TIME WHEN THEY WILL BENEFIT MOST, AND TO ACHIEVE THIS FASTER THAN POSSIBLE IN PREVIOUS TRIAL MODELS. ADDITIONALLY, I-SPY AIMS TO SIGNIFICANTLY REDUCE THE OVERALL COST, TIME, AND NUMBER OF PATIENTS REQUIRED TO BRING NEW DRUGS TO MARKET. THE I-SPY TRIAL PROGRAM INTEGRATES AND LINKS PHASE I (I-SPY PHASE 1), PHASE II (I-SPY 2), AND FUTURE PHASES TO BUILD A PIPELINE OF NOVEL AGENTS AND ACCELERATE THE PROCESS OF IDENTIFYING THE SUBSET OF HIGH RISK BREAST CANCER PATIENTS THAT WILL BENEFIT FROM THESE NEW AGENTS, AND GET THESE DRUG INTO THE CLINIC IN A TIMELY MANNER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $686,419 | ExpenseAmt |
| Desc | COLLABORATION WITH THE ATHENA BREAST HEALTH NETWORK: THE ATHENA BREAST HEALTH NETWORK IS A COLLABORATION OF THE FIVE UNIVERSITY OF CALIFORNIA MEDICAL CENTERS AND SANFORD HEALTH TO DRIVE INNOVATION IN BREAST CANCER PREVENTION, SCREENING AND TREATMENT. A LARGE-SCALE DEMONSTRATION PROJECT, ATHENA INTEGRATES CLINICAL CARE AND RESEARCH TO DRIVE INNOVATION IN PREVENTION, SCREENING, TREATMENT AND MANAGEMENT OF BREAST CANCER.THIS PROJECT WILL IMPROVE SURVIVAL AND REDUCE SUFFERING FROM BREAST CANCER BY ACCELERATING THE TIME BETWEEN RESEARCH DISCOVERIES AND INNOVATIVE PATIENT TREATMENTS. MAJOR INITIATIVES INCLUDE RISK ASSESSMENT AND EVALUATION, RADIOLOGY HARMONIZATION, PATHOLOGY HARMONIZATION, AND IMPROVING SURVIVORSHIP CARE. ONE OF ATHENA'S CURRENT INITIATIVES IS THE WISDOM STUDY. THIS FIVE-YEAR STUDY WILL INVOLVE APPROXIMATELY 100,000 WOMEN 40 TO 80 YEARS OLD. IT WILL TEST A MORE TARGETED APPROACH TO BREAST CANCER SCREENING: THOSE AT HIGHER RISK ARE SCREENED MORE OFTEN AND THOSE AT LOWER RISK ARE SCREENED LESS OFTEN. ANNUAL SCREENING WILL BE WEIGHED AGAINST A PERSONALIZED SCHEDULE OF SCREENING BASED ON EACH WOMAN'S INDIVIDUAL RISK.QUANTUM LEAP PROVIDES IT AND SOFTWARE DEVELOPMENT SUPPORT, MARKETING SUPPORT, AND FUNDRAISING ASSISTANCE FOR THE ATHENA BREAST HEALTH NETWORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $631,645 | ExpenseAmt |
| Desc | ONESOURCE: THE INITIATIVE SEEKS TO INTEGRATE CARE AND RESEARCH BY STREAMLINING THE COLLECTION AND DISTRIBUTION OF PATIENT HEALTH DATA. HEALTH INDUSTRIES TODAY ARE CHARACTERIZED BY HIGH OPERATING COSTS WITH VERY LITTLE CORRESPONDING IMPROVEMENT IN QUALITY OF CARE OR MEANINGFUL SCIENTIFIC DISCOVERIES. AT THE HEART OF THE PROBLEM ARE THE LACK OF DATA RECONCILIATION, THE COMPLEXITY OF SYSTEMS INTEGRATIONS, AND THE ABUNDANCE OF INTEROPERABILITY GAPS. AS A RESULT, DOCTORS, RESEARCHERS, AND PATIENTS ARE TRAPPED IN AN INEFFICIENT SYSTEM THAT NOT ONLY GENERATES HIGH COSTS, BUT ALSO INCREASES COMPLIANCE RISK AND CREATE BARRIERS TO CLINICAL TRIAL PARTICIPATION.ONESOURCE IS A RADICAL SIMPLIFICATION THAT WILL UTILIZE GLOBAL DATA STANDARDS IN ORDER TO INTEGRATE CLINICAL CARE AND RESEARCH. IN THE ONESOURCE APPROACH, CRITICAL CLINICAL DATA IS ENTERED ONCE AT THE POINT OF CARE - THE DOCTOR'S APPOINTMENT, FOR EXAMPLE - AND ACCESSIBLE TO MANY. BY IMPLEMENTING BEST-IN-CLASS INTEROPERABLE SYSTEMS AND LEVERAGING EXISTING CAPABILITIES AND RELATIONSHIPS TO FACILITATE THE COLLECTION, SHARING, AND REPORTING OF STRUCTURED DATA FROM AUTHORITATIVE SOURCES, ULTIMATELY ONESOURCE WILL CREATE A QUALITY MANAGEMENT INFRASTRUCTURE IN MEDICINE THAT CAN ENABLE USERS TO IMPROVE HEALTH CARE QUALITY, ACCELERATE CLINICAL RESEARCH, AND ADVANCE HEALTHCARE VALUE.QUANTUM LEAP IS WORKING WITH RESEARCH AND EDUCATIONAL INSTITUTIONS, AS WELL AS COMMERCIAL ENTITIES, TO UTILIZE THE ONESOURCE DATA PLATFORM TO SUPPORT PATIENT AND PROVIDER PORTALS THROUGH ELECTRONIC DATA CAPTURE, WITH THE INTENT TO CREATE INTERACTIVE HEALTH CARE MANAGEMENT SYSTEMS THAT PROVIDE COMPREHENSIVE INFORMATION FOR IMPROVED PATIENT CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $515,619 | ExpenseAmt |
| Grant | $297,497 | GrantAmt |
| Revenue | $495,157 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $515,619 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $297,497 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $495,157 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,006,800 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8558660505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3450 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941181837 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LAURA ESSERMAN | |||||||
| DIRECTOR, COFOUNDER | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY PFEFFER | |||||||
| DIRECTOR, COFOUNDER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVE MANDELKERN | |||||||
| CHAIRMAN | 24.00 | Yes (X) | Yes (X) | $204,882 | $0 | $0 | |
| ANNA BARKER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LUCAS DEBREED | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN FOLEY | |||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELE MARKUS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PATTERSON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBYN LAWRIE RUTLEDGE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY C SIMON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK SIMON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| N MARCUS THYGESON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LAMBERT VAN DER WALDE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES PALAZZOLO | |||||||
| CEO (FROM 9/2019) | 40.00 | Yes (X) | $96,253 | $0 | $0 | ||
| ADAM ASARE | |||||||
| CHIEF DATA OFFICER | 40.00 | $147,458 | $0 | $6,104 | Yes (X) | ||
| KARYN DIGIORGIO | |||||||
| COO | 40.00 | $217,264 | $0 | $7,644 | Yes (X) | ||
| TRACEY L HEATHER | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $162,838 | $0 | $6,597 | Yes (X) | ||
| MICHAEL RESENDEZ | |||||||
| SENIOR SOFTWARE ENGINEER | 40.00 | $147,499 | $0 | $4,422 | Yes (X) | ||
| KATHRYN J WATSON-FEINER | |||||||
| DIRECTOR OF FINANCE | 40.00 | $174,000 | $0 | $4,640 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,150,194 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,407 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPENCLINICA LLC | |||||
| 460 TOTTEN POND ROAD SUITE 200 | WALTHAM | MA | 02451 | CLINICAL DATA MANAGEMENT | $222,339 |
| SURESH GADAMSETTY | |||||
| 1501 DECOTO ROAD APT 118 | UNION CITY | CA | 94587 | BUSINESS DEVELOPMENT AND TECHNICAL ASSIS | $212,485 |
| DAVID MANDELKERN | |||||
| PO BOX 19564 | STANFORD | CA | 94309 | INTERIM CHIEF EXECUTIVE OFFICER | $204,882 |
| BPM LLP | |||||
| 600 CALIFORNIA ST SUITE 600 | SAN FRANCISCO | CA | 94108 | TAX AND AUDIT SERVICES | $110,786 |
| OWL BROOK ASSOCIATES LLC | |||||
| PO BOX 5218 | HANOVER | NH | 03755 | CLINICAL DATA WORKFLOW, DESIGN, & TESTIN | $108,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,876,103 | AllOtherContributionsAmt |
| Noncash Contributions | $544,160 | NoncashContributionsAmt |
| Total Contributions | $1,876,103 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLINICAL TRIAL CONTRACTS | 541511 | $12,598,772 | $12,598,772 |
| CONSULTING AND RESEARCH CONTRACTS | 541511 | $490,150 | $490,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,088,922 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,682 | TotalRevenueColumnAmt |
| Exclusion | $121,682 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $481,917 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $483,958 | SecuritiesAmt |
| Other | $383 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,041 | SecuritiesAmt |
| Other | -$383 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,424 | TotalRevenueColumnAmt |
| Exclusion | -$2,424 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,007 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,890 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,089,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,093,929 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,141 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,497 | TotalAmt |
| Program Services | $297,497 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,452 | TotalAmt |
| Program Services | $171,961 | ProgramServicesAmt |
| Management And General | $91,567 | ManagementAndGeneralAmt |
| Fundraising | $10,924 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,846,424 | TotalAmt |
| Program Services | $1,218,014 | ProgramServicesAmt |
| Management And General | $456,625 | ManagementAndGeneralAmt |
| Fundraising | $171,785 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,299 | TotalAmt |
| Program Services | $33,501 | ProgramServicesAmt |
| Management And General | $13,683 | ManagementAndGeneralAmt |
| Fundraising | $7,115 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,342 | TotalAmt |
| Program Services | $209,043 | ProgramServicesAmt |
| Management And General | $62,082 | ManagementAndGeneralAmt |
| Fundraising | $33,217 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,511 | TotalAmt |
| Program Services | $87,209 | ProgramServicesAmt |
| Management And General | $40,576 | ManagementAndGeneralAmt |
| Fundraising | $11,726 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,694 | TotalAmt |
| Program Services | $33,421 | ProgramServicesAmt |
| Management And General | $15,273 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,418 | TotalAmt |
| Management And General | $137,418 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $727,531 | TotalAmt |
| Program Services | $414,802 | ProgramServicesAmt |
| Management And General | $299,617 | ManagementAndGeneralAmt |
| Fundraising | $13,112 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,450 | TotalAmt |
| Program Services | $350,466 | ProgramServicesAmt |
| Management And General | $74,912 | ManagementAndGeneralAmt |
| Fundraising | $14,072 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,108 | TotalAmt |
| Program Services | $111,708 | ProgramServicesAmt |
| Management And General | $47,400 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,744 | TotalAmt |
| Program Services | $170,386 | ProgramServicesAmt |
| Management And General | $29,005 | ManagementAndGeneralAmt |
| Fundraising | $4,353 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,467 | TotalAmt |
| Management And General | $15,467 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,219 | TotalAmt |
| Program Services | $32,148 | ProgramServicesAmt |
| Management And General | $19,071 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH SITES | $5,913,768 | $5,913,768 | ||
| PROGRAM MANAGEMENT | $3,949,441 | $3,949,441 | ||
| PAYROLL FEE | $50,752 | $1,118 | $49,634 | |
| OTHER PROGRAM EXPENSES | $20,162 | $12,317 | $7,101 | $744 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,786 | TotalAmt |
| Management And General | $5,395 | ManagementAndGeneralAmt |
| Fundraising | $391 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,639,065 | TotalAmt |
| Program Services | $13,006,800 | ProgramServicesAmt |
| Management And General | $1,364,826 | ManagementAndGeneralAmt |
| Fundraising | $267,439 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,999,821 | BOYAmt |
| EOY | $255,778 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,589,960 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,000 | BOYAmt |
| EOY | $298,498 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,026,845 | BOYAmt |
| EOY | $3,197,897 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,498 | BOYAmt |
| EOY | $271,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,978 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,410 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,060 | BOYAmt |
| EOY | $29,568 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,941,267 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,280 | BOYAmt |
| EOY | $97,080 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,623,504 | BOYAmt |
| EOY | $16,681,889 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,484,013 | BOYAmt |
| EOY | $10,661,346 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,612,000 | BOYAmt |
| EOY | $5,278,158 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,096,013 | BOYAmt |
| EOY | $15,939,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,086,653 | BOYAmt |
| EOY | -$1,117,638 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,614,144 | BOYAmt |
| EOY | $1,860,023 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,491 | BOYAmt |
| EOY | $742,385 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,623,504 | BOYAmt |
| EOY | $16,681,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $450,108 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,800 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$255,014 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $808,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,285,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,033,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,203,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,876,103 | CurrentTaxYearAmt |
| Total | $8,207,270 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $808,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,285,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,033,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,203,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,876,103 | CurrentTaxYearAmt |
| Total | $8,207,270 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,139,975 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,067,295 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $121,682 | CurrentTaxYearAmt |
| Total | $121,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,329,151 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $52,205,083 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,410 | DepreciationAmt |
| Book Value | $29,568 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,568 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| U.S. TREASURIES | $6,483,267 | F |
| MONEY MARKET FUNDS | $1,569,882 | F |
| OTHER INVESTMENTS | $888,118 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,941,267 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,105,346 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $19,800 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $19,800 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,085,546 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,627 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,627 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,089,173 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,635,438 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,635,438 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,627 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,627 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,639,065 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | QUANTUM LEAP IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) AND SECTION 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. QUANTUM LEAP MAY BE SUBJECT TO UNRELATED BUSINESS INCOME TAX. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MISCELLANEOUS EXPENSES 3,627. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MISCELLANEOUS EXPENSES 3,627. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 1530 3RD AVE S AB-1230 | BIRMINGHAM | AL | 35294 | 636005396 | GOVERNMENT | $60,000 | TO SUPPORT EXPANSION SITES PARTICIPATING IN THE WISDOM STUDY |
| UCSF FOUNDATION | |||||||
| 220 MONTGOMERY ST 5TH FLOOR | SAN FRANCISCO | CA | 94104 | 942829914 | 501(C)(3) | $72,500 | SUPPORT CALM PROGRAM |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | 362177139 | 501(C)(3) | $29,000 | TO SUPPORT EXPANSION SITES PARTICIPATING IN THE WISDOM STUDY |
| LSU HEALTH SCIENCE CENTER | |||||||
| 433 BOLIVAR ST | NEW ORLEANS | LA | 70112 | 726087770 | GOVERNMENT | $60,000 | TO SUPPORT EXPANSION SITES PARTICIPATING IN THE WISDOM STUDY |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 120 THEORY STE 200 | IRVINE | CA | 92617 | 952226406 | GOVERNMENT | $75,997 | TO SUPPORT EXPANSION SITES PARTICIPATING IN THE WISDOM STUDY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVE MANDELKERN | ||||||||||||||
| CHAIRMAN | $204,882 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $204,882 | $0 | $0 | $0 |
| ADAM ASARE | ||||||||||||||
| CHIEF DATA OFFICER | $147,458 | $0 | $0 | $0 | $0 | $0 | $6,104 | $0 | $0 | $0 | $153,562 | $0 | $0 | $0 |
| KARYN DIGIORGIO | ||||||||||||||
| COO | $217,264 | $0 | $0 | $0 | $0 | $0 | $7,644 | $0 | $0 | $0 | $224,908 | $0 | $0 | $0 |
| TRACEY L HEATHER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $162,838 | $0 | $0 | $0 | $0 | $0 | $6,597 | $0 | $0 | $0 | $169,435 | $0 | $0 | $0 |
| MICHAEL RESENDEZ | ||||||||||||||
| SENIOR SOFTWARE ENGINEER | $147,499 | $0 | $0 | $0 | $0 | $0 | $4,422 | $0 | $0 | $0 | $151,921 | $0 | $0 | $0 |
| KATHRYN J WATSON-FEINER | ||||||||||||||
| DIRECTOR OF FINANCE | $174,000 | $0 | $0 | $0 | $0 | $0 | $4,640 | $0 | $0 | $0 | $178,640 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $544,160 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER PRESENTED ABOVE REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM IN CONJUNCTION WITH THE ORGANIZATION'S DIRECTOR OF FINANCE. A DRAFT OF FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE, AND CORRECTIONS/MODIFICATIONS ARE MADE BY THE OUTSIDE CPA. THE REVISED DRAFT IS THEN REVIEWED BY THE DIRECTOR OF FINANCE. ANY CONCERNS ARE RAISED WITH THE CPA FIRM AND A CONSENSUS IS ACHIEVED. BOARD MEMBERS ARE SENT A COPY OF THE TAX RETURN PRIOR TO FILING FOR THEIR REVIEW. THE RETURN IS THEN FINALIZED AND ELECTRONICALLY FILED WITH THE TAXING AUTHORITIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS PRESENTED AND REVIEWED ANNUALLY. EACH BOARD MEMBER IS REQUIRED TO ACKNOWLEDGE IN WRITING THAT NO CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT OF THE ORGANIZATION WAS DETERMINED AND APPROVED BY VOTE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. PERSONNEL OF UCSF REVIEWED JOB REQUIREMENTS AGAINST TECHNICAL ABILITIES OF SUBCONTRACTORS AND DETERMINED WHETHER OR NOT THEY MATCHED. ALL SUBCONTRACTORS WERE ENGAGED AT BELOW-MARKET RATES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE PROVIDED UPON WRITTEN REQUEST OR THROUGH THE QUANTUM LEAP HEALTHCARE COLLABORATIVE WEBSITE, AS WELL AS TO ANYONE WHO REQUESTS THEM IN WRITING. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE QLHC OFFICE DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART XI, LINE 9: | ASC 606 -255,014. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR CLINICAL INNOVATION DBA ENCOMPASS HEALTH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 FAIRWAY DRIVE | AddressLine1Txt |
| City | HALF MOON BAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461637647 | EIN |
| Primary Activities | FUNDING CLINICAL RESEARCH AND INITIATIVES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUANTUM LEAP HEALTHCARE COLLABORATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II | FormAndLineReferenceDesc |
| Explanation | THE CENTER FOR CLINICAL INNOVATION WAS DISSOLVED IN JUNE 2019. | ExplanationTxt |