2020-11-11T18:26:22-06:00 2019-12-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990 2019-01-01 204284925 QUANTUM LEAP HEALTHCARE COLLABORATIVE QUAN 8558660505 3450 CALIFORNIA STREET SAN FRANCISCO CA 941181837 JAMES PALAZZOLO CEO 8558660505 2020-10-12 1 CAROLYN R AMSTER P00189994 6508556800 2020-10-12 208.184.139.130 2020-10-12 18:30:11 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 98C12E8E5E1AA7A5910964E34E069994ED632D96 2019 2021-01-29 14:40:06Z JAMES PALAZZOLO 3450 CALIFORNIA STREET SAN FRANCISCO CA 941181837 15573514 0 X WWW.QUANTUMLEAPHEALTH.ORG X 2005 CA 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. 13 11 21 12 0 0 1203352 1876103 11242100 13088922 0 119258 0 4890 12445452 15089173 29000 297497 0 0 2067461 2619028 0 0 267439 9624111 11722540 11720572 14639065 724880 450108 13623504 16681889 13096013 15939504 527491 742385 X 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. 0 0 11173117 12598772 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. 686419 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. 631645 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. 515619 297497 495157 515619 297497 495157 13006800 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 26 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X X X THE ORGANIZATION 8558660505 3450 CALIFORNIA STREET SAN FRANCISCO CA 941181837 LAURA ESSERMAN DIRECTOR, COFOUNDER 20.00 X X 0 0 0 JEFFREY PFEFFER DIRECTOR, COFOUNDER 0.50 X X 0 0 0 DAVE MANDELKERN CHAIRMAN 24.00 X X 204882 0 0 ANNA BARKER DIRECTOR 0.50 X 0 0 0 LUCAS DEBREED DIRECTOR 0.50 X 0 0 0 SUSAN FOLEY TREASURER 0.50 X X 0 0 0 MICHELE MARKUS DIRECTOR 0.50 X 0 0 0 ROBERT PATTERSON DIRECTOR 0.50 X 0 0 0 ROBYN LAWRIE RUTLEDGE DIRECTOR 0.50 X 0 0 0 GREGORY C SIMON DIRECTOR 0.50 X 0 0 0 MARK SIMON DIRECTOR 0.50 X 0 0 0 N MARCUS THYGESON DIRECTOR 0.50 X 0 0 0 LAMBERT VAN DER WALDE DIRECTOR 0.50 X 0 0 0 JAMES PALAZZOLO CEO (FROM 9/2019) 40.00 X 96253 0 0 ADAM ASARE CHIEF DATA OFFICER 40.00 X 147458 0 6104 KARYN DIGIORGIO COO 40.00 X 217264 0 7644 TRACEY L HEATHER DIRECTOR OF DEVELOPMENT 40.00 X 162838 0 6597 MICHAEL RESENDEZ SENIOR SOFTWARE ENGINEER 40.00 X 147499 0 4422 KATHRYN J WATSON-FEINER DIRECTOR OF FINANCE 40.00 X 174000 0 4640 1150194 0 29407 9 0 1 0 OPENCLINICA LLC 460 TOTTEN POND ROAD SUITE 200 WALTHAM MA 02451 CLINICAL DATA MANAGEMENT 222339 SURESH GADAMSETTY 1501 DECOTO ROAD APT 118 UNION CITY CA 94587 BUSINESS DEVELOPMENT AND TECHNICAL ASSIS 212485 DAVID MANDELKERN PO BOX 19564 STANFORD CA 94309 INTERIM CHIEF EXECUTIVE OFFICER 204882 BPM LLP 600 CALIFORNIA ST SUITE 600 SAN FRANCISCO CA 94108 TAX AND AUDIT SERVICES 110786 OWL BROOK ASSOCIATES LLC PO BOX 5218 HANOVER NH 03755 CLINICAL DATA WORKFLOW, DESIGN, & TESTIN 108005 5 1876103 544160 1876103 CLINICAL TRIAL CONTRACTS 541511 12598772 12598772 CONSULTING AND RESEARCH CONTRACTS 541511 490150 490150 13088922 121682 121682 481917 483958 383 -2041 -383 -2424 -2424 MISCELLANEOUS 900099 4890 5007 -117 4890 15089173 13093929 0 119141 297497 297497 274452 171961 91567 10924 1846424 1218014 456625 171785 54299 33501 13683 7115 304342 209043 62082 33217 139511 87209 40576 11726 48694 33421 15273 137418 137418 727531 414802 299617 13112 439450 350466 74912 14072 159108 111708 47400 203744 170386 29005 4353 15467 15467 51219 32148 19071 RESEARCH SITES 5913768 5913768 PROGRAM MANAGEMENT 3949441 3949441 PAYROLL FEE 50752 1118 49634 OTHER PROGRAM EXPENSES 20162 12317 7101 744 5786 5395 391 14639065 13006800 1364826 267439 9999821 255778 3589960 454000 298498 3026845 3197897 50498 271841 52978 23410 15060 29568 8941267 77280 97080 13623504 16681889 10484013 10661346 2612000 5278158 13096013 15939504 X -2086653 -1117638 2614144 1860023 527491 742385 13623504 16681889 X 450108 19800 -255014 X X 0 1 X 1 0 X 808721 1285937 3033157 1203352 1876103 8207270 808721 1285937 3033157 1203352 1876103 8207270 4139975 4067295 199 121682 121881 8329151 52205083 0.48830 0.49580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52978 23410 29568 29568 U.S. TREASURIES 6483267 F MONEY MARKET FUNDS 1569882 F OTHER INVESTMENTS 888118 F 8941267 X 15105346 19800 19800 15085546 3627 3627 15089173 14635438 0 14635438 3627 3627 14639065 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. 0 UNIVERSITY OF ALABAMA AT BIRMINGHAM 1530 3RD AVE S AB-1230 BIRMINGHAM AL 35294 636005396 GOVERNMENT 60000 TO SUPPORT EXPANSION SITES PARTICIPATING IN THE WISDOM STUDY UCSF FOUNDATION 220 MONTGOMERY ST 5TH FLOOR SAN FRANCISCO CA 94104 942829914 501(C)(3) 72500 SUPPORT CALM PROGRAM UNIVERSITY OF CHICAGO 5235 S HARPER COURT 4TH FLOOR CHICAGO IL 60615 362177139 501(C)(3) 29000 TO SUPPORT EXPANSION SITES PARTICIPATING IN THE WISDOM STUDY LSU HEALTH SCIENCE CENTER 433 BOLIVAR ST NEW ORLEANS LA 70112 726087770 GOVERNMENT 60000 TO SUPPORT EXPANSION SITES PARTICIPATING IN THE WISDOM STUDY UNIVERSITY OF CALIFORNIA IRVINE 120 THEORY STE 200 IRVINE CA 92617 952226406 GOVERNMENT 75997 TO SUPPORT EXPANSION SITES PARTICIPATING IN THE WISDOM STUDY 5 0 X 0 0 0 0 0 0 0 0 0 DAVE MANDELKERN CHAIRMAN 204882 0 0 0 0 0 0 0 0 0 204882 0 0 0 ADAM ASARE CHIEF DATA OFFICER 147458 0 0 0 0 0 6104 0 0 0 153562 0 0 0 KARYN DIGIORGIO COO 217264 0 0 0 0 0 7644 0 0 0 224908 0 0 0 TRACEY L HEATHER DIRECTOR OF DEVELOPMENT 162838 0 0 0 0 0 6597 0 0 0 169435 0 0 0 MICHAEL RESENDEZ SENIOR SOFTWARE ENGINEER 147499 0 0 0 0 0 4422 0 0 0 151921 0 0 0 KATHRYN J WATSON-FEINER DIRECTOR OF FINANCE 174000 0 0 0 0 0 4640 0 0 0 178640 0 0 0 X 2 544160 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER PRESENTED ABOVE REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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. CENTER FOR CLINICAL INNOVATION DBA ENCOMPASS HEALTH FOUNDATION 320 FAIRWAY DRIVE HALF MOON BAY CA 94019 461637647 FUNDING CLINICAL RESEARCH AND INITIATIVES CA 501(C)(3) LINE 7 QUANTUM LEAP HEALTHCARE COLLABORATIVE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART II THE CENTER FOR CLINICAL INNOVATION WAS DISSOLVED IN JUNE 2019.