2017-11-14T12:49:23-06:00 2016-12-31 814234542 BPM LLP 60 South Market Street Suite 800 San Jose CA 95113 990 2016-01-01 204284925 QUANTUM LEAP HEALTHCARE COLLABORATIVE QUAN 8558660505 3450 California Street San Francisco CA 941181837 Dave Mandelkern Interim CEO 8558660505 2017-11-12 1 Michael Stephen Schaffer P00210063 4089616300 2017-11-12 208.184.139.130 2017-11-12 19:14:08 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FD6251F6FB7123D4B026EB6814EBA84C6E349BAE 2016 2017-02-10 21:41:12Z Dave Mandelkern 3450 California Street San Francisco CA 941181837 11440896 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. 9 6 6 5 0 0 808721 1285937 8257957 10154959 199 0 0 0 9066877 11440896 50000 172 0 0 1069313 1036880 26888 39688 103373 12552836 7200929 13699037 8277669 -4632160 3163227 6493314 8443360 11198715 10538106 -4705401 -2094746 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 6286107 8053152 I-SPY 2 (Investigation of Serial Studies to Predict Your Therapeutic Response with Imaging and Molecular Analysis 2) is a clinical trial for women with newly diagnosed locally advanced breast cancer. The trial tests whether adding investigational drugs to standard chemotherapy is better than standard chemotherapy alone before having surgery. The treatment phase of this trial tests mutiple investigational drugs that are thought to target the biology of each participant's tumor. Quantum Leap has made significant financial investment in this important trial and is the Co-Project Manager. 265417 83792 Athena Network (www.athenanetwork.org) is a very large, multi-state project within the University of California. Athena's mission is to track up to 150,000 women with breast cancer over a long period of time to find genetic markers for breast cancer. Quantum Leap has been providing project management and technology expertise to Athena since its inception. 370548 172 303442 BCTMatch: BreastCancerTrials.org is an online service that helps patients find breast cancer trials personalized to their situation by matching their histories to trial eligibility criteria. BCTMatch is a customizable, technology platform that supports clinical trial matching across all cancers. The Boston Veteran's Administration Medical Center is using BCTMatch to support its lung cancer clinical trial matching application. 472506 1794033 CALM (Collaboratory for Accelerating Learning in Medicine) is a project to transform the practice of medicine. Using a holistic approach, the project looks to align the processes of clinical care and research by integrating information and workflow processes to accelerate decision-making through a Provider Portal. The project aims to change how future leaders in medicine are educated, as well as develop policies and reimbursement mechanisms that support integrated medical care and better outcomes. Quantum Leap is utilizing the OneSource data platform to support the Provider Portal through electronic data capture, with the intent to create interactive health care management systems that provide comprehensive information for improved health care. Quantum Leap is working with research and educational institutions, as well as commercial entities, in this process.I-SPY More is a project to expand the I-SPY 2 clinical trial methodology to the treatment and drug development for other disease groups.I-SPY Phase 1 Network utilizes I-SPY clinical trial methodology to bring new pharmaceutical agents into the system, assuring that they meet safety qualifications for further testing in the Phase 2 and 3 trials in a more efficient and effective manner.I-SPY 3 is intended to be a Phase 3 clinical trial to continue to test whether adding investigational drugs to standard chemotherapy is better than standard chemotherapy alone before having surgery. 472506 1794033 7394578 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 28 0 6 1 0 0 0 0 0 0 0 0 0 0 X 9 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 CA X X The Organization 8558660505 3450 California Street San Francisco CA 941181837 Lucas de Breed Director 0.50 X 0 0 0 Cabot Brown CEO (to June 2016) 40.00 X X 102500 0 0 David Mandelkern COO (from June 2016) 24.00 X X 108202 0 0 Bob Patterson Chair 0.50 X X 0 0 0 Laura Esserman Interim CEO (from June 2016) 20.00 X X 0 0 0 Robyn Rutledge Secretary 0.50 X X 21000 0 0 Jeff Pfeffer Director 0.50 X 0 0 0 Sue Foley Treasurer 0.50 X X 0 0 0 Anna Barker Director 0.50 X 0 0 0 Michael Resendez Technical Lead/Architect 40.00 X 125208 0 25262 Nancy Lisser Director of Legal Affairs 40.00 X 170003 0 31525 Thomas Bechtold ED of Clinical Activities 40.00 X 149500 0 0 Melissa Paolini IT Arc (to Nov 2016) 40.00 X 174000 0 920 850413 0 57707 6 0 1 0 CCS Associates 1420 Spring Hill Road Suite 355 McLean VA 22102 Clinical trials research organization 402039 Karen Kimura 3400 Lower Lock Avenue Belmont CA 94002 Software development project management 229856 Hornthal & Co 2234 Beach Street San Francisco CA 94123 Public relations and fundraising 158750 David Mandelkern PO Box 19564 Stanford CA 94309 Organizational operations management 108202 Carabiner LLC 214 Grant Avenue350 San Francisco CA 94108 Organizational operations management 102500 5 79460 1206477 1285937 Specialized Programming 541511 10154959 10154959 10154959 11440896 10154959 0 0 X 172 172 231703 102348 116541 12814 683927 605349 77994 584 74149 54454 19695 47101 37018 10038 45 70962 70962 39688 39688 908502 401304 456956 50242 511 491 20 3879 3357 522 2288 2288 55551 33645 21906 1224 1086 138 23147 21217 1930 Program Management 3698494 3698494 Research Sites 2410252 2410252 Research 19600 19600 Miscellaneous 6519 5791 728 8277669 7394578 779718 103373 2249237 6452955 18000 18000 4196222 1849035 27616 61309 7154 3833 2239 3321 0 58740 6493314 8443360 3154237 9328106 330000 1210000 7714478 0 11198715 10538106 X -5284127 -3236099 578726 1141353 -4705401 -2094746 6493314 8443360 X 3163227 -552572 0 X X 0 1 X 1 0 X 1830750 6252298 266491 808721 1285937 10444197 1830750 6252298 266491 808721 1285937 10444197 8055939 2388258 1291 81 299 199 1870 10446067 20418383 0.22860 0.19240 X The Quantum Leap Healthcare Collaborative believes that it satisfies the facts and circumstances test and qualifies as a Public Charity. The Organization has an established record of receiving Public Support, and has met its exempt purpose by providing support to healthcare research organizations. The Organization has plans to increase its public support percentage. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7154 3833 3321 3321 X X 1 Hornthal & Co 2234 Beach Street San Francisco CA 94123 donor solicitations 0 975000 39688 935312 975000 39688 935312 CA X 0 0 0 0 0 0 0 0 0 Michael Resendez Technical Lead/Architect 125208 0 0 0 0 0 0 0 25262 0 150470 0 0 0 Nancy Lisser Director of Legal Affairs 170003 0 0 0 0 0 0 0 31525 0 201528 0 0 0 Melissa Paolini IT Arc (to Nov 2016) 174000 0 0 0 0 0 0 0 920 0 174920 0 0 0 Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm in conjunction with the Organization's accountant. A draft of Form 990 is reviewed by the accountant, and corrections/modifications are made by the outside CPA. The revised draft is then reviewed by the accountant. 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 techical 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 through the Quantum Leap Healthcare website. Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 216,720. Management and general expenses 278,493. Fundraising expenses 46,249. Total expenses 541,462. Technology Professionals Services: Program service expenses 159,584. Management and general expenses 124,463. Fundraising expenses 3,993. Total expenses 288,040. Public Relations: Program service expenses 25,000. Management and general expenses 54,000. Fundraising expenses 0. Total expenses 79,000. Form 990, Part XI, Line 8 Subsequent to the filing of the 2015 return, there was an increase in the estimated accrued liabilities for one of the clinical sites, thus requiring a negative adjustment to the net assets. 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 QuantumLeap Healthcare Collaborative 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0