Civic Intelligence

Professional Liability Attorney

EIN 30-0403854 • 501(c)6 • Minneapolis, MN

Profile

To promote the interests of the public in receiving competent & efficient legal services by the means set forth below:1. By providing its members & their clients information & training through the use of seminars, newsletters & workshops.2. By the use of technology to enhance the exchange of information & improve the speed, efficiency, & quality of service provided by the members to their clients.3. By creating a forum for the exchange of ideas & information between members & their clients.4. By the creation of databases for sharing of information between the members & between the member & their clients.

1601 Utica Ave S 213Minneapolis, MN 55416

www.planattorney.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.12x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

38th percentile

-0.2%

Higher net margin than 38% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

17th percentile

-8.8%

Faster revenue growth than 17% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$255,492

Up $19,053 (+8.1%) from 2023

Liabilities

Up

$29,709

Up $20,249 (+214%) from 2023

Net Assets

Down

$225,783

Down $1,196 (-0.5%) from 2023

Operations
Liabilities / Revenue49th percentileNet Margin38th percentile

Revenue

Down

$763,643

Down $41,738 (-5.2%) from 2023

Expenses

Down

$764,839

Down $24,075 (-3.1%) from 2023

Net Income

Down

-$1,196

Down $17,663 (-107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $3,105Liabilities 2010: $0Net Assets 2010: $3,1052010Assets 2012: $11,257Liabilities 2012: $0Net Assets 2012: $11,2572012Assets 2013: $18,385Liabilities 2013: $0Net Assets 2013: $18,3852013Assets 2014: $7,577Liabilities 2014: $0Net Assets 2014: $7,5772014Assets 2015: $3,548Liabilities 2015: $0Net Assets 2015: $3,5482015Assets 2016: $26,371Liabilities 2016: $0Net Assets 2016: $26,3712016Assets 2017: $13,104Liabilities 2017: $0Net Assets 2017: $13,1042017Assets 2018: $77,365Liabilities 2018: $375Net Assets 2018: $76,9902018Assets 2019: $28,599Liabilities 2019: $25Net Assets 2019: $28,5742019Assets 2020: $18,719Liabilities 2020: $25Net Assets 2020: $18,6942020Assets 2021: $72,239Liabilities 2021: $0Net Assets 2021: $72,2392021Assets 2022: $210,512Liabilities 2022: $0Net Assets 2022: $210,5122022Assets 2023: $236,439Liabilities 2023: $9,460Net Assets 2023: $226,9792023Assets 2024: $255,492Liabilities 2024: $29,709Net Assets 2024: $225,7832024

Highlighted filing

2024

Assets$255,492
Liabilities$29,709
Net Assets$225,783
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $252,7802010Expenses 2012: $382,5182012Revenue 2013: $429,983Expenses 2013: $422,855Net Income 2013: $7,1282013Revenue 2014: $449,589Expenses 2014: $460,397Net Income 2014: -$10,8082014Revenue 2015: $467,733Expenses 2015: $471,762Net Income 2015: -$4,0292015Revenue 2016: $463,945Expenses 2016: $441,122Net Income 2016: $22,8232016Revenue 2017: $709,719Expenses 2017: $722,986Net Income 2017: -$13,2672017Revenue 2018: $780,800Expenses 2018: $729,609Net Income 2018: $51,1912018Revenue 2019: $839,315Expenses 2019: $893,639Net Income 2019: -$54,3242019Revenue 2020: $258,180Expenses 2020: $268,060Net Income 2020: -$9,8802020Revenue 2021: $289,264Expenses 2021: $235,745Net Income 2021: $53,5192021Revenue 2022: $917,652Expenses 2022: $779,379Net Income 2022: $138,2732022Revenue 2023: $805,381Expenses 2023: $788,914Net Income 2023: $16,4672023Revenue 2024: $763,643Expenses 2024: $764,839Net Income 2024: -$1,1962024

Highlighted filing

2024

Revenue$763,643
Expenses$764,839
Net Income-$1,196
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$255,492
Liabilities
$29,709
Net assets
$225,783
Revenue
$763,643
Expenses
$764,839
Net income
-$1,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.30$2.26$7.64$7.65$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.09$2.27$8.05$7.89$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$9.18$7.79$1.38
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$2.89$2.36$0.54
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$2.58$2.68$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$8.39$8.94$0.54
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$7.81$7.30$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$7.10$7.23$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$4.64$4.41$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$4.68$4.72$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$4.50$4.60$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$4.30$4.23$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$3.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$2.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 16, 2025
Return Version
2024v5.2
Gross Receipts
$763,643
Mission and Program Overview

Mission

To promote the interests of the public in receiving competent and efficient legal services by the means set forth below: 1. By Providing to its members and their clients information and training through the use of seminars, newsletters and workshops. 2. By the use of technology to enhance the exchange of information and improve the speed, efficiency, and quality of service provided by the members to their clients. 3. By creating a forum for the exchange of ideas and information between members and their clients. 4. By the creation of databases for sharing of information between the members and between the member and their clients.

To promote the interests of the public in receiving competent & efficient legal services by the means set forth below:1. By providing its members & their clients information & training through the use of seminars, newsletters & workshops.2. By the use of technology to enhance the exchange of information & improve the speed, efficiency, & quality of service provided by the members to their clients.3. By creating a forum for the exchange of ideas & information between members & their clients.4. By the creation of databases for sharing of information between the members & between the member & their clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$145,250$179,650▲ $34,400
Cash and Non-Interest-Bearing Accounts$91,189$75,842▼ $15,347
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$236,439$255,492▲ $19,053
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$9,460$29,709▲ $20,249
Total Liabilities$9,460$29,709▲ $20,249
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$226,979$225,783▼ $1,196
Total Net Assets Fund Balance$226,979$225,783▼ $1,196
Total Liabilities and Net Assets / Fund Balance$236,439$255,492▲ $19,053
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Michael KaufmanChair
Chris HedicanPast Chair
Vijay MagoVice Chair
Melissa LessellDirector
Richard DukesDirector
Richard ReynoldsDirector
Grace AugheyExecutive Director
Justin LevineSec/treas

Highest Paid Contractors

ContractorServicesLocationCompensation
Ewald ConsultingManagement Services1601 UTICA AVE S 213, Minneapolis, MN 55416$173,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$763,643
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$764,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$566,345
Fees for Services Management---$173,250
Information Technology---$10,206
Office Expenses---$8,010
Insurance---$5,969
Fees for Services Accounting---$1,059
Total Functional Expenses$0$0$0$764,839
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has delegated office administration, board & committee support, events management, website maintenance, communications & financial services to a management company. The board monitors the management company activities.”

Form 990, Part VI, Section A, Line 7B

“All changes to the organization are subject to a vote by all members.”

Form 990, Part VI, Section B, Line 11B

“An electronic copy of the 990 is provided to the Board & they approve the 990 via email prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest are discussed annually & at regular board meetings. Board members, staff & volunteers are encouraged to disclose conflicts when they arise.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available uopn written request.”

Filing and Contact Details

Filer

Filer Name
Professional Liability Attorney
EIN
30-0403854
Phone
6512906277
Address
1601 UTICA AVE S 213, MINNEAPOLIS, MN 55416

Signing Officer

Name
Michael Kaufman
Title
President
Signed
2025-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Kaufman
Formed
2007
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Petersen Professionals PC
Address
4915 West 35th St Suite 201, St Louis Park, MN 55416
Preparer
Stacey R Petersen CPA
Phone
9527673212
Supplemental Narrative

Additional Explanations

Change in Accounting Method

“The organization is reporting a change in accounting method from cash to accrual to comply with FASB Codification 958. The change results in a 481(a) adjustment amount of zero.”

Raw XML Appendix352 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09460
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029709
IRS990/AccountsReceivableGrp/BOYAmt0145250
IRS990/AccountsReceivableGrp/EOYAmt0179650
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To promote the interests of the public in receiving competent & efficient legal services by the means set forth below:1. By providing its members & their clients information & training through the use of seminars, newsletters & workshops.2. By the use of technology to enhance the exchange of information & improve the speed, efficiency, & quality of service provided by the members to their clients.3. By creating a forum for the exchange of ideas & information between members & their clients.4. By the creation of databases for sharing of information between the members & between the member & their clients.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0EWALD CONSULTING
IRS990/BooksInCareOfDetail/PhoneNum06512906277
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01601 UTICA AVE S 213
IRS990/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055416
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt091189
IRS990/CashNonInterestBearingGrp/EOYAmt075842
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0566345
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0173250
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01601 UTICA AVE S 213
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MINNEAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055416
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0EWALD CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT SERVICES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0764839
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0763643
IRS990/CYRevenuesLessExpensesAmt0-1196
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0764839
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0763643
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0HELD FOUR DIFFERENT REGIONAL MEETINGS WHICH INCLUDED A FULL DAY OF EDUCATIONAL SESSIONS THAT OFFERED CONTINUING LEGAL EDUCATION CREDITS & THEN CONCLUDED WITH A NETWORKING EVENT AT THE END OF THE DAY. EACH MEETING HAD BETWEEN 100-200 ATTENDEES.HOSTED WEBINARS THAT WERE PUT ON BY PLAN ATTORNEYS FROM ACROSS THE COUNTRY. THE TOPICS VARIED, OFFERED CLE CREDITS & WERE PRESENTED BY EXPERTS IN THEIR FIELD, THE WEBINARS WERE ALSO ARCHIVED ON THE WEBSITE SO THAT MEMBERS COULD VIEW THEM AFTER THE FACT AS WELL. APPROXIMATELY 50 ATTENDEES EACH WEBINAR.HOSTED VARIOUS SOCIAL NETWORKING EVENTS BY PLAN ATTORNEYS FROM ACCROSS THE COUNTRY TO CONNECT & NETWORK. SOCIAL EVENTS HAD APPROXIMATELY 50-100 ATTENDEES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01059
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0173250
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL KAUFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRIS HEDICAN
IRS990/Form990PartVIISectionAGrp/PersonNm2VIJAY MAGO
IRS990/Form990PartVIISectionAGrp/PersonNm3JUSTIN LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD DUKES
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm6MELISSA LESSELL
IRS990/Form990PartVIISectionAGrp/PersonNm7GRACE AUGHEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0763643
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt010206
IRS990/InsuranceGrp/TotalAmt05969
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To promote the interests of the public in receiving competent & efficient legal services by the means set forth below:1. By providing its members & their clients information & training through the use of seminars, newsletters & workshops.2. By the use of technology to enhance the exchange of information & improve the speed, efficiency, & quality of service provided by the members to their clients.3. By creating a forum for the exchange of ideas & information between members & their clients.4. By the creation of databases for sharing of information between the members & between the member & their clients.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0226979
IRS990/NetAssetsOrFundBalancesEOYAmt0225783
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0226979
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0225783
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt08010
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MICHAEL KAUFMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1REGIONAL MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt050000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0174000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1539643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0174000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1539643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt250000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0788914
IRS990/PYProgramServiceRevenueAmt0805381
IRS990/PYRevenuesLessExpensesAmt016467
IRS990/PYTotalExpensesAmt0788914
IRS990/PYTotalRevenueAmt0805381
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1196
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has delegated office administration, board & committee support, events management, website maintenance, communications & financial services to a management company. The board monitors the management company activities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All changes to the organization are subject to a vote by all members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2An electronic copy of the 990 is provided to the Board & they approve the 990 via email prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conflicts of interest are discussed annually & at regular board meetings. Board members, staff & volunteers are encouraged to disclose conflicts when they arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents are available uopn written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization is reporting a change in accounting method from cash to accrual to comply with FASB Codification 958. The change results in a 481(a) adjustment amount of zero.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Change in Accounting Method
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0236439
IRS990/TotalAssetsEOYAmt0255492
IRS990/TotalAssetsGrp/BOYAmt0236439
IRS990/TotalAssetsGrp/EOYAmt0255492
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0764839
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09460
IRS990/TotalLiabilitiesEOYAmt029709
IRS990/TotalLiabilitiesGrp/BOYAmt09460
IRS990/TotalLiabilitiesGrp/EOYAmt029709
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0226979
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0225783
IRS990/TotalProgramServiceRevenueAmt0763643
IRS990/TotalRevenueGrp/ExclusionAmt050000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0713643
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0763643
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236439
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0255492
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01601 UTICA AVE S 213
IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055416
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PLANATTORNEY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KAUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL LIABILITY ATTORNEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0300403854
ReturnHeader/Filer/PhoneNum06512906277
ReturnHeader/Filer/USAddress/AddressLine1Txt01601 UTICA AVE S 213
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055416
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273968596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Petersen Professionals PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04915 West 35th St Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Louis Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055416
ReturnHeader/PreparerPersonGrp/PhoneNum09527673212
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACEY R PETERSEN CPA
ReturnHeader/ReturnTs02025-10-17T06:56:58-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.