TALKING TREE INC

EIN: 992664819 501(c)(3) Community Improvement

Sunnyvale, CA

Total Revenue
$426,820
Total Expenses
$407,270
Total Assets
$23,744
Net Assets
$25,744
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Financial Trends

Organization Details

Formation Year
2024
Legal Domicile
DE
Principal Officer
C Cecilia Wang
Phone
4159447698
Tax Period
2025-01-01 to 2025-12-31

TALKING TREE INC, founded in 2024, is a small nonprofit in the Community Improvement sector that reported $427K in total revenue in fiscal year 2025. Expenses of $407K left a modest 5% surplus.

Mission

Talking Tree is a 501(c)(3) nonprofit that brings free legal education and attorney-trained technology to nonprofits, new and immigrant entrepreneurs, small business owners, and rural communities who are priced out of traditional legal services at low to no cost. Talking Tree's offerings include enterprise-grade contract analysis, document drafting, and legal research tools in 30+ languages, with the goal of ensuring that every entrepreneur, regardless of background, location, or resources, has access to the professional legal tools they need to build and protect their business.

Program Service Accomplishments

Program 1
Expenses: $10,250 Revenue: $0

Talking Tree provided free public legal education by attorneys and legal professionals through articles, video content, downloadable guides, office hours, and events designed to demystify legal...

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Talking Tree provided free public legal education by attorneys and legal professionals through articles, video content, downloadable guides, office hours, and events designed to demystify legal concepts for underserved business owners and founders. Content covered topics including contract basics, IP protection, startup formation, and employment law. All educational resources were made available at no cost as part of the organization's charitable mission to reduce the legal knowledge gap experienced by communities without access to professional legal services.

Program 2
Expenses: $395,820 Revenue: $380,880

TalkingTree provided low-cost access to an AI legal platform (Redwood, Redaction, Contract Studio, E-signature, Due Diligence, Find Counsel, MS Add-ins, etc) built and trained by Fortune 500...

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TalkingTree provided low-cost access to an AI legal platform (Redwood, Redaction, Contract Studio, E-signature, Due Diligence, Find Counsel, MS Add-ins, etc) built and trained by Fortune 500 attorneys. The platform is similar to for-profit products such as Harvey.ai, Legora, and Hebbia, and enabled users to draft, review, sign, store and analyze legal contracts and documents; receive jurisdiction-aware legal guidance; redline contracts in Microsoft Word; and store and query documents using AI-powered search and due diligence workflows. Services were delivered at 90% below prevailing market rates for comparable enterprise legal AI tools (which typically start at $5,000+/year). The platform served 13,000+ users across 30+ languages, prioritizing immigrant entrepreneurs, first-generation founders, rural business owners, nonprofits, and small businesses without access to in-house counsel and priced out of outside counsel. Talking Tree estimates users saved over $1.4M in legal costs during the year. The platform runs as an alternative to open-source, and opts for a cohosted environment so that founders do not have to come equipped with their own API key and cloud servers. Revenue was generated through subscription memberships ($19.99-$149.99/month) used to cover operational costs such as token usage and cloud hosting, consistent with the organization's cost-recovery nonprofit pricing model.

Program 3
Expenses: $1,200 Revenue: $0

Talking Tree operated a curated attorney referral network and partner referral network of related services (e.g. SOC2 compliance, banking, accounting) connecting users with vetted legal professionals...

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Talking Tree operated a curated attorney referral network and partner referral network of related services (e.g. SOC2 compliance, banking, accounting) connecting users with vetted legal professionals at pre-negotiated rates. The program was designed to bridge the gap between AI-assisted self-help legal tools and situations requiring licensed counsel, ensuring users could access affordable representation when needed. The network spans multiple practice areas including business formation, contract disputes, employment, and intellectual property. Access was provided to all members as part of their membership, with enhanced access at higher tiers.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $45,940
Program Service Revenue $380,880
Investment Income $0
Other Revenue $0
TOTAL REVENUE $426,820

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $407,270
Other Expenses $407,270
TOTAL EXPENSES $407,270

Year-over-Year Comparison

2025 2024 Change
Revenue $426,820 N/A N/A
Expenses $407,270 N/A N/A
Net Income $19,550 $0 N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
3
Independent Members
2
Employees
N/A
Volunteers
6

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michael Greenwald Executive Director 30
Officer Director
$0 $0 $0
C Cecilia Wang Director of Community and Legal 30
Officer Director
$0 $0 $0
Alex Lu Director of Technology and Infrastructure 15
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $426,820 $407,270 $23,744 $19,550
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