Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Complex Litigation E-Discovery Forum
EIN 85-3055925 • 501(c)6 • Minneapolis, MN
Profile
Complex litigation e-discovery forumfoundation is a registered 501(c)(6) dedicated to advocating for fair and transparent discovery practices, ensuring that plaintiffs' voices are heard and their rights protected
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
50th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$34,214
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Net Assets
$34,214
No earlier filing loaded for comparison.
Revenue
$167,843
No earlier filing loaded for comparison.
Expenses
$201,263
No earlier filing loaded for comparison.
Net Income
-$33,420
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $34,214
- Liabilities
- $0
- Net assets
- $34,214
- Revenue
- $167,843
- Expenses
- $201,263
- Net income
- -$33,420
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Nov 8, 2024 to Dec 31, 2024
- Signed
- Nov 17, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $167,843
Mission and Program Overview
Mission
Complex litigation e-discovery forumfoundation is a registered 501(c)(6) dedicated to advocating for fair and transparent discovery practices, ensuring that plaintiffs' voices are heard and their rights protected
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO BE THE LEADING RESOURCE AND COMMUNITY FOR PLAINTIFFS' LEGAL TEAMS, ENSURING THEY HAVE THE KNOWLEDGE, STRATEGIES, AND SUPPORT NEEDED TO MANAGE DISCOVERY CHALLENGES AND DELIVER JUSTICE FOR THEIR CLIENTS. | $0 | $126,060 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIAN CLARK | President | - | $0 | - | - |
| REBEKAH BAILEY | Treasurer | - | $0 | - | - |
| JAMES BILSBORROW | Secretary | - | $0 | - | - |
| LEA BAYS | Board Member | - | $0 | - | - |
| SUZANNE CLARK | Board Member | - | $0 | - | - |
| JEANNINE KENNEY | Board Member | - | $0 | - | - |
| GREG KOHN | Board Member | - | $0 | - | - |
| KELLY MCNABB | Board Member | - | $0 | - | - |
| STEPHEN TETI | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Complex Litigation E-discovery Forum
- EIN
- 85-3055925
- Phone
- 6123396900
- Address
- 100 WASHINGTON AVENUE S SUITE 2200, MINNEAPOLIS, MN 55401
Signing Officer
- Name
- Brian Clark
- Title
- President
- Phone
- 9142626779
- Signed
- 2025-11-17
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Eisner Advisory Group LLC
- Address
- 2501 WAYZATA BLVD, MINNEAPOLIS, MN 55405
- Preparer
- Andrew Reckard
- Phone
- 6123774404
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: investment income. Amount: 1,143.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: event expenses. Amount: 63,002. Description: bank charges & fees. Amount: 45. Description: maribel rivera. Amount: 30,000. Description: synergetic endeavors. Amount: 12,648. Description: website. Amount: 7,625. Description: travel for marketing event. Amount: 716. Description: insurance. Amount: 5,222. Description: taxes. Amount: 61,737. Description: accountant. Amount: 574. Description: cheron everett wardlaw. Amount: 19,694. Total to form 990-ez, line 16: 201,263.”
Raw XML Appendix142 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.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | STEPHEN TETI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
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| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 201263 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | COMPLEX LITIGATION E-DISCOVERY FORUMFOUNDATION IS A REGISTERED 501(C)(6) DEDICATED TO ADVOCATING FOR FAIR AND TRANSPARENT DISCOVERY PRACTICES, ENSURING THAT PLAINTIFFS' VOICES ARE HEARD AND THEIR RIGHTS PROTECTED |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO BE THE LEADING RESOURCE AND COMMUNITY FOR PLAINTIFFS' LEGAL TEAMS, ENSURING THEY HAVE THE KNOWLEDGE, STRATEGIES, AND SUPPORT NEEDED TO MANAGE DISCOVERY CHALLENGES AND DELIVER JUSTICE FOR THEIR CLIENTS. |
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| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
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| IRS990EZ/TotalRevenueAmt | 0 | 167843 |
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| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://WWW.COMPLEXLITIGATIONE-DISCOVERY.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,143. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: EVENT EXPENSES. AMOUNT: 63,002. DESCRIPTION: BANK CHARGES & FEES. AMOUNT: 45. DESCRIPTION: MARIBEL RIVERA. AMOUNT: 30,000. DESCRIPTION: SYNERGETIC ENDEAVORS. AMOUNT: 12,648. DESCRIPTION: WEBSITE. AMOUNT: 7,625. DESCRIPTION: TRAVEL FOR MARKETING EVENT. AMOUNT: 716. DESCRIPTION: INSURANCE. AMOUNT: 5,222. DESCRIPTION: TAXES. AMOUNT: 61,737. DESCRIPTION: ACCOUNTANT. AMOUNT: 574. DESCRIPTION: CHERON EVERETT WARDLAW. AMOUNT: 19,694. TOTAL TO FORM 990-EZ, LINE 16: 201,263. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.