Civic Intelligence

Talking Tree Inc.

EIN 99-2664819 • Sunnyvale, CA

Pub. 78 Eligible

Profile

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.

710 Lakeway Drive Suite 200Sunnyvale, CA 94085

talkingtree.app

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$23,744

No earlier filing loaded for comparison.

Liabilities

-$2,000

No earlier filing loaded for comparison.

Net Assets

$25,744

No earlier filing loaded for comparison.

Operations

Revenue

$426,820

No earlier filing loaded for comparison.

Expenses

$407,270

No earlier filing loaded for comparison.

Net Income

$19,550

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0-$10KAssets 2025: $23,744Liabilities 2025: -$2,000Net Assets 2025: $25,7442025

Highlighted filing

2025

Assets$23,744
Liabilities-$2,000
Net Assets$25,744

Operations Trend

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

$600K$400K$200K$0Revenue 2025: $426,820Expenses 2025: $407,270Net Income 2025: $19,5502025

Highlighted filing

2025

Revenue$426,820
Expenses$407,270
Net Income$19,550

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.26$4.27$4.07$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 29, 2026
Return Version
2025v4.0
Gross Receipts
$426,820
Mission and Program Overview

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.

Talking Tree is a 501(c)(3) nonprofit providing enterprise-grade legal operations education and tools to first-time, immigrant, and minority founders; small businesses; other nonprofits; and marginalized community at low to no cost. Our goal is to make attorney-trained legal technology accessible to all, and reduce the barrier to entry due to legal costs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,750$20,060▲ $15,310
Cash and Non-Interest-Bearing Accounts$0$2,104▲ $2,104
Land, Buildings, and Equipment, Net$1,500$1,500→ $0
Accounts Receivable$0$80▲ $80
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,250$23,744▲ $17,494
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$0$6,000▲ $6,000
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Accounts Payable and Accrued Expenses$0$-8,000▼ $8,000
Total Liabilities$0$-2,000▼ $2,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,250$25,744▲ $19,494
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$6,250$25,744▲ $19,494
Total Liabilities and Net Assets / Fund Balance$6,250$23,744▲ $17,494

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,500$0$1,500
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
C Cecilia WangDirector of Community and Legal
Alex LuDirector of Technology and Infrastructure
Michael GreenwaldExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$45,940
Program Service Revenue
$380,880
Investment Income
$0
Other Revenue
$0
All Other Contributions
$23,150
Change in Net Assets
$19,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$407,270
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
Information Technology$220,000$0$0$220,000
Advertising$125,000$0$0$125,000
Fees for Services Accounting$50,000-$0$50,000
Office Expenses$8,220$0$0$8,220
Travel$3,500-$0$3,500
Conferences and Meetings$550-$0$550
Total Functional Expenses$407,270$0$0$407,270
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

The Form 990 was reviewed by all three members of the governing body prior to filing at a duly noticed board meeting. Each board member was provided a complete copy for review and had the opportunity to raise questions or concerns before the organization's authorized officer signed and filed the return.

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

The organization monitors compliance with its conflict of interest policy through annual written disclosures required of all officers and directors, reviewed at the first board meeting of each fiscal year. The board reviews disclosed interests and recuses affected members from relevant votes. The organization maintains a policy prohibiting officers and directors from working for competitors.

Form 990, Part VI, Section B, Line 15

The board unanimously resolved that compensation for all officers and directors shall be $0 for the current tax year, in furtherance of the nonprofit's mission. Upon the organization reaching a cash reserve threshold of $2,000,000 in future years, the board shall conduct a formal compensation review considering each director's tenure, contribution to the organization's mission and growth, and prevailing market rates for comparable positions at that time. No compensation obligation accrues under this resolution.

Form 990, Part VI, Section C, Line 19

The organization makes its Form 990, governing documents, and conflict of interest policy available through its Candid/GuideStar nonprofit profile. As this is also our first year filing a Form 990, we will upload the form once completed. Financial statements and other governing documents are also available upon written request submitted to [email protected].

Filing and Contact Details

Filer

Filer Name
Talking Tree Inc
EIN
99-2664819
Phone
4159447698
Address
710 Lakeway Drive Suite 200, Sunnyvale, CA 94085

Signing Officer

Name
Cecilia Wang
Title
Director of Legal and Communities
Phone
9257089866
Signed
2026-04-29

Organization Details

Principal Officer
C Cecilia Wang
Formed
2024
Legal Domicile
De
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
6
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IRS990/MissionDesc0Talking 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.
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IRS990/PrincipalOfficerNm0C Cecilia Wang
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IRS990/ProgramServiceRevenueGrp/Desc0Mission-Related Legal Technology & Education Subscription Revenue
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0380880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0380880
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IRS990/ProgSrvcAccomActy2Grp/Desc0TalkingTree 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0395820
IRS990/ProgSrvcAccomActy2Grp/GrantAmt025880
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0380880
IRS990/ProgSrvcAccomActy3Grp/Desc0Talking 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01200
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IRS990/ReconcilationRevenueExpnssAmt019550
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt04750
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020060
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0380880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0380880

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