2025-11-17T16:33:36-06:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-01-01 204284925 QUANTUM LEAP HEALTHCARE COLLABORATIVE QUAN 8558660505 580 CALIFORNIA STREET 1200 SAN FRANCISCO CA 94104 DAN DORNBUSCH INTERIM CEO 8558660505 2025-11-17 1 0 MATTHEW PETROSKI P00853132 9257902600 2025-11-15 2024 2025-03-06 01:10:19Z X DANIEL DORNBUSCH 580 CALIFORNIA STREET 1200 SAN FRANCISCO CA 94104 123751223 0 X WWW.QUANTUMLEAPHEALTH.ORG X 2005 CA THE MISSION OF QUANTUM LEAP HEALTHCARE COLLARBORATIVE IS TO PROVIDE (CONTINUED ON SCHEDULE O)MANAGEMENT AND FINANCIAL SUPPORT TO HEALTHCARE RESEARCH ORGANIZATIONS, PARTICULARLY INVOLVING BREAST CANCER RESEARCH AND TREATMENT. 12 11 114 15 0 0 1389552 878580 42063571 42490974 1694776 2241408 0 -78616 45147899 45532346 0 0 0 0 19595045 23150338 0 0 562054 28164397 39418442 47759442 62568780 -2611543 -17036434 58201960 40228761 29374723 28835901 28827237 11392860 X THE MISSION OF QUANTUM LEAP HEALTHCARE COLLARBORATIVE IS TO PROVIDE MANAGEMENT AND FINANCIAL SUPPORT TO HEALTHCARE RESEARCH ORGANIZATIONS, PARTICULARLY INVOLVING BREAST CANCER RESEARCH AND TREATMENT. 0 0 31082090 28146883 ISPY 2.2 - I-SPY 2.2 USES A 'SEQUENTIAL MULTIPLE ASSIGNMENT RANDOMIZED TRIAL' (SMART) DESIGN - THAT IS BOTH SMART AND ADAPTIVE. THE TRIAL CONSISTS OF UP TO THREE BLOCKS OF TREATMENT. THE FIRST, BLOCK A, INCLUDES NOVEL TARGETED THERAPIES, WITHOUT STANDARD CHEMOTHERAPY. IF A PATIENT ACHIEVES A COMPLETE RESPONSE AFTER BLOCK A, THEY CAN AVOID TOXIC CHEMOTHERAPY AND GO DIRECTLY TO SURGERY. IF THEY HAVE RESIDUAL CANCER, OR THE TREATMENT IS FOUND TO HAVE LITTLE EFFECT HALFWAY THROUGH THE COURSE OF TREATMENT, THEY ARE RECOMMENDED TO PROCEED TO TREATMENT IN BLOCK B. IN BLOCK B, PATIENTS ARE ASSIGNED A TREATMENT REGIMEN MOST LIKELY TO WORK FOR THEIR SUBTYPE, OFTEN COMBINED WITH CHEMOTHERAPY SINCE THE RISK OF TOXICITY IS MORE ACCEPTABLE IN PATIENTS WITH MORE RESISTANT CANCER. (CONTINUED ON SCHEDULE O)IF BLOCK B TREATMENT IS EFFECTIVE, THE PATIENT CAN SKIP ADDITIONAL CHEMOTHERAPY AND GO TO SURGERY. ONLY IF THEY STILL HAVE TUMOR LEFT AFTER BLOCK B, WILL THE PATIENTT GET RESCUE THERAPY WITH DOXORUBICIN AND CYCLOPHOSPHAMIDE A CHEMOTHERAPY REGIMEN THAT HAS BEEN AROUND FOR DECADES. AVERAGE OVERHEAD BOOKED TO PROGRAM IN FY2024 = 36.9% 2337901 3517864 DCIS - THE RE-EVALUATING CONDITIONS FOR ACTIVE SURVEILLANCE SUITABILITY AS TREATMENT: DUCTAL CARCINOMA IN SITU (RECAST DCIS) PLATFORM TRIAL IS A LANDMARK PHASE 2 TRIAL THAT IS CHANGING THE LENS THROUGH WHICH WE TREAT DCIS. THE STUDY IS AIMED AT PREVENTING THE PROGRESSION OF DCIS TO BREAST CANCER AND IS EVALUATING THREE INVESTIGATIONAL ENDOCRINE THERAPY ARMS.WITH THE OBJECTIVE TO AVOID OVER-TREATMENT OF LOW-RISK DCIS PATIENTS, THIS NEW TRIAL OFFERS DCIS PATIENTS ENDOCRINE THERAPY WITH THE INTENT TO IDENTIFY PATIENTS WHO ARE RESPONSIVE TO NON-INVASIVE TREATMENT AND HAVE THE OPTION TO OMIT SURGERY AND BE MONITORED VIA LONG-TERM ACTIVE SURVEILLANCE. (CONTINUED ON SCHEDULE O)A KEY ELEMENT IN REDUCING OVER TREATMENT OF DCIS IS IDENTIFYING BIOMARKERS THAT REFLECT THE RISK OF PROGRESSION SO THAT THOSE WITH LOW-RISK LESIONS ARE SPARED SURGERY. RECAST DCIS FEATURES THE ASSESSMENT OF MRI IMAGING AND MOLECULAR-BASED BIOMARKER ANALYSES IN ADDITION TO EVALUATING NEW INVESTIGATIONAL AGENTS IN THIS SETTING. IF PATIENTS AND THEIR PHYSICIANS AGREE, THEY MAY BE ABLE TO STAY ON ENDOCRINE THERAPY FOR UP TO THREE YEARS. AVERAGE OVERHEAD BOOKED TO PROGRAM IN FY2024 = 7.2% 271185 1877278 PHASE1B - PRE I-SPY IS AN OPEN-LABEL PHASE 1B PLATFORM STUDY DESIGNED TO EVALUATE SINGLE AGENTS OR COMBINATIONS IN A METASTATIC TREATMENT SETTING THAT MAY BE RELEVANT FOR BREAST CANCER PATIENTS WITH THE OVERALL GOAL OF MOVING PROMISING DRUG REGIMENS INTO THE I-SPY 2.2 TRIAL AND/OR OTHER ONCOLOGY-BASED TRIALS IN A TIMELY MANNER. THE PRIMARY OBJECTIVES OF THIS PLATFORM TRIAL ARE TO DETERMINE THE SAFETY AND TOLERABILITY OF NEW AGENTS/REGIMES IN PATIENTS WITH CERTAIN ADVANCED SOLID TUMORS AND BREAST CANCER WHILE OBTAINING PRELIMINARY EFFICACY DATA OF THE NEW AGENTS/REGIMES. THE STUDY WAS DEVELOPED TO HELP INVESTIGATORS AND INDUSTRY PARTNERS MEET THE SAFETY QUALIFICATIONS NECESSARY FOR PARTICIPATION IN I-SPY 2.2 (CONTINUED ON SCHEDULE O) TRIAL AND/OR OTHER PHASE II/III STUDIES. AVERAGE OVERHEAD BOOKED TO PROGRAM IN FY2024 = 7.00% 21638115 8948949 OTHER PROGRAMS INCLUDE BREAST CANCER TRIALS (BCT) MATCH, COVID-19 TRIALS, I-SPY 2.0, ENDOCRINCE OPTIMIZATION PROJECT (EOP) TRIALS, AND ONE SOURCE AI. 21638115 8948949 55329291 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 34 0 1 114 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 8558660505 580 CALIFORNIA STREET 1200 SAN FRANCISCO CA 94104 DAVE MANDELKERN MS CHAIRMAN 8.00 X X 120000 0 0 LAURA ESSERMAN DIRECTOR, CO-FOUNDER 0.50 X 0 0 0 ANNA BARKER PHD DIRECTOR 0.50 X 0 0 0 LUCAS DE BREED PHD MBA DIRECTOR 0.50 X 0 0 0 SUSAN FOLEY CFA DIRECTOR 0.50 X 0 0 0 MICHELE MARKUS DIRECTOR 0.50 X 0 0 0 JEFFREY PFEFFER DIRECTOR 0.50 X 0 0 0 ROBYN LAWRIE RUTLEDGE MBA DIRECTOR 0.50 X 0 0 0 GREGORY C SIMON DIRECTOR 0.50 X 0 0 0 MARK SIMON MBA DIRECTOR 0.50 X 0 0 0 N MARCUS THYGESON MD MPH DIRECTOR 0.50 X 0 0 0 LAMBERT VAN DER WALDE MBA DIRECTOR 0.50 X 0 0 0 JAMES PALAZZOLO CEO 40.00 X 705144 0 75506 KATHRYN WATSON-FEINER VICE PRESIDENT OF FINANCE 40.00 X 471944 0 50100 IMOGENE MDUNN VICE PRES. STATISTICS (THRU 11/24) 40.00 X 489716 0 30107 RADHIKA SIVARAMAKRISHNA SR. VP, CLINICAL OPS & COMPLIANCE 40.00 X 344211 0 57369 PINAKI CHAKRABORTY VP QUALITY ASSURANCE 40.00 X 276863 0 56317 ADAM ASARE CHIEF DATA OFFICER 40.00 X 270697 0 15056 ANNUSKA GLAS VP BIOMARKER & INNOVATION 40.00 X 222484 0 29098 PHILIP BEINEKE DIRECTOR OF BIOMETRICS, ONCOLOGY 40.00 X 317177 0 62825 AMI OKADA DIRECTOR OF I-SPY COVID TRIAL 40.00 X 292216 0 49851 KARYN DIGIORGIO CHIEF COLLABORATION OFFICER 40.00 X 280507 0 46971 PAUL HENDERSON SR. DIRECTOR OF COLLABORATIONS 40.00 X 248859 0 58813 SARA HORTON EXECUTIVE DIRECTOR, DIVERSITY 40.00 X 241574 0 32535 4281392 0 564548 89 0 1 0 REGENTS OF UC SAN FRANCISCO BOX 0897 1855 FOLSOM ST SUITE 42 SAN FRANCISCO CA 94143 CLINICAL RESEARCH 7394491 UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE MC 0009 LA JOLLA CA 920930009 CELL-FREE DNA TESTS 1651000 UNIVERSITY OF ALABAMA AT BIRMINGHAM - CO 1720 2ND AVENUE SOUTH AB 990 BIRMINGHAM AL 352940109 CLINICAL RESEARCH 1313529 NATERA INC 1720 2ND AVENUE SOUTH AB 990 BIRMINGHAM AL 352940109 CLINICAL RESEARCH 1313529 YOURWAY TRANSPORT INC 6681 SNOWDRIFT RD ALLENTOWN PA 18106 CLINICAL PACKAGER & PREMIUM COURIER 1201250 61 878580 395956 878580 CLINICAL TRIAL CONTRAC 541511 42345174 42345174 CONSULTING AND RESEARC 541511 145800 145800 42490974 1432868 1432868 78733129 77924589 808540 808540 808540 215672 294288 -78616 -78616 45532346 42490974 0 2162792 3105478 1850296 1255182 15158881 11987556 2819655 351670 567974 431075 125864 11035 2689049 2065148 568456 55445 1628956 1236328 360979 31649 76645 76645 223585 223585 22019 22019 2523787 2405958 79148 38681 135135 76347 56496 2292 3645484 3071077 517687 56720 334179 240424 87372 6383 1396428 939557 451718 5153 57 39 18 12 6 6 89494 68311 19361 1822 94279 80010 13065 1204 RESEARCH SITES 21213316 21213316 PROGRAM MANAGEMENT 8120140 8120140 RESEARCH 1543882 1543703 179 62568780 55329291 6677435 562054 249898 2817987 5385955 206247 279603 75000 8639920 16199006 725047 683729 328967 248388 113294 80579 42672001 20130413 136242 35800 58201960 40228761 12880683 16757091 15030847 10615617 1463193 1463193 29374723 28835901 X 28638301 11077690 188936 315170 28827237 11392860 58201960 40228761 -17036434 -397943 0 X 0 1 X 1 0 X 12701393 36277016 18937275 1389552 878580 70183816 12701393 36277016 18937275 1389552 878580 70183816 70183816 56784 31363 517557 1587428 1432868 3626000 3302 3302 73813118 160435263 0.95080 0.96850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME/SALES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91220 91220 237747 248388 -10641 80579 OTHER LONG TERM LIABILITIES 1463193 1463193 45428691 -397943 294288 -103655 45532346 0 45532346 62863068 294288 294288 62568780 0 62568780 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 294,288. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 294,288. RISE UP 215672 215672 7226 287062 215672 215672 7226 287062 294288 -78616 X X X X X 1 0 0 0 0 0 0 1 0 JAMES PALAZZOLO CEO 600144 0 105000 0 0 0 29250 0 46256 0 780650 0 0 0 KATHRYN WATSON-FEINER VICE PRESIDENT OF FINANCE 471944 0 0 0 0 0 3833 0 46267 0 522044 0 0 0 IMOGENE MDUNN VICE PRES. STATISTICS (THRU 11/24) 308260 0 0 0 181456 0 0 0 30107 0 519823 0 0 0 RADHIKA SIVARAMAKRISHNA SR. VP, CLINICAL OPS & COMPLIANCE 344211 0 0 0 0 0 11113 0 46256 0 401580 0 0 0 PHILIP BEINEKE DIRECTOR OF BIOMETRICS, ONCOLOGY 317177 0 0 0 0 0 15191 0 47634 0 380002 0 0 0 AMI OKADA DIRECTOR OF I-SPY COVID TRIAL 292216 0 0 0 0 0 7716 0 42135 0 342067 0 0 0 PINAKI CHAKRABORTY VP QUALITY ASSURANCE 276863 0 0 0 0 0 12660 0 43657 0 333180 0 0 0 KARYN DIGIORGIO CHIEF COLLABORATION OFFICER 280507 0 0 0 0 0 13351 0 33620 0 327478 0 0 0 PAUL HENDERSON SR. DIRECTOR OF COLLABORATIONS 248859 0 0 0 0 0 11266 0 47547 0 307672 0 0 0 ADAM ASARE CHIEF DATA OFFICER 270697 0 0 0 0 0 12092 0 2964 0 285753 0 0 0 SARA HORTON EXECUTIVE DIRECTOR, DIVERSITY 241574 0 0 0 0 0 4629 0 27906 0 274109 0 0 0 ANNUSKA GLAS VP BIOMARKER & INNOVATION 222484 0 0 0 0 0 0 0 29098 0 251582 0 0 0 PART I, LINE 4A IMOGENE M. DUNN, VICE PRESIDENT STATISTICS, RECEIVED A SEVERANCE PAYMENT OF $181,456. PART I, LINE 7 DISCRETIONARY BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS. DAVID MANDELKERN DIRECTOR 120000 MANAGEMENT ADVISORY SERVICES 0 X 1 395956 FMV 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 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 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.