Civic Intelligence

Complex Litigation E-Discovery Forum

990 • Fiscal year 2025 • EIN 85-3055925

Jan 01, 2025 to Dec 31, 2025

Organization ProfileWWW.COMPLEXLITIGATIONE-DISCOVERY.COM
100 Washington Avenue S Suite 2200Minneapolis, MN 55401

(612) 339-6900

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$99,930

Up $65,716 (+192%) from 2024

Net Assets

Up

$99,930

Up $65,716 (+192%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses

Revenue

Up

$224,095

Up $56,252 (+34%) from 2024

Expenses

Down

$158,378

Down $42,885 (-21%) from 2024

Net Income

Up

$65,717

Up $99,137 (+297%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2024: $34,214Liabilities 2024: $0Net Assets 2024: $34,2142024Assets 2025: $99,930Liabilities 2025: $0Net Assets 2025: $99,9302025

Highlighted filing

2025

Assets$99,930
Liabilities$0
Net Assets$99,930
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2024: $167,843Expenses 2024: $201,263Net Income 2024: -$33,4202024Revenue 2025: $224,095Expenses 2025: $158,378Net Income 2025: $65,7172025

Highlighted filing

2025

Revenue$224,095
Expenses$158,378
Net Income$65,717
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
May 12, 2026
Return Version
2025v4.1
Gross Receipts
$224,095
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

Clef exists to educate, empower, and advocate for plaintiff-side legal professionals navigating the challenges of e-discovery in complex litigation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,213$99,930▲ $65,717
Rtn Earn Endowment Incm Other Fnds$0$65,717▲ $65,717
Cap Stk Tr Prin Current Funds$34,213$34,213→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$34,213$99,930▲ $65,717
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,213$99,930▲ $65,717
Total Liabilities and Net Assets / Fund Balance$34,213$99,930▲ $65,717
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rebekah BaileyPresident
Greg KohnBoard Member
James BilsborrowBoard Member
Jeannine KenneyBoard Member
Kelly McnabbBoard Member
Lea BaysBoard Member
Lyzette WallaceBoard Member
Maria SalacuseBoard Member
Mikaela BockBoard Member
Suzanne ClarkSecretary
Stephen TetiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$208,747
Program Service Revenue
$0
Investment Income
$1,827
Other Revenue
$13,521
All Other Contributions
$208,747
Change in Net Assets
$65,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,378
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
Other Expenses$50,185$14,760-$14,760
All Other Expenses-$7,816-$7,816
Insurance-$2,819-$2,819
Total Functional Expenses$113,588$44,790$0$158,378
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“All members of the board have a copy of the form 990 to review and approve prior to filing”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation available upon request”

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
Rebekah Bailey
Title
President
Phone
9142626779
Signed
2026-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebekah Bailey
Formed
2024
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Eisner Advisory Group LLC
Address
2501 WAYZATA BLVD, MINNEAPOLIS, MN 55405
Preparer
Andrew Reckard
Phone
6123774404
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,930
Liabilities
$0
Net assets
$99,930
Revenue
$224,095
Expenses
$158,378
Net income
$65,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$2.24$1.58$0.66
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.68$2.01$0.33