THE UHNW INSTITUTE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

STEPHEN PROSTANO

Phone

9149809930

Tax Period

2023-01-01 to 2023-12-31

THE UHNW INSTITUTE, founded in 2019, is a small nonprofit in the Education sector that reported $656K in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $630K left a modest 4% surplus.

Mission

The UHNW Institute operates as a non-profit and independent "Think Tank" - A publisher and curator of exceptional thought leadership and content relating to UHNW families, family offices, their advisors and the industry.

Program Service Accomplishments

Program 1

Expenses: $334,671 Revenue: $655,931

FAMILY OFFICE AND FINANCIAL INDUSTRY EDUCATIONAL SUPPORT AND ASSISTANCE PROGRAM

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $655,931

Investment Income $0

Other Revenue $0

TOTAL REVENUE $655,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $334,671

Other Expenses $630,219

TOTAL EXPENSES $630,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$655,931	$408,583	+0.6%
Expenses	$630,219	$421,707	+0.5%
Net Income	$25,712	$-13,124	-3.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE PROSTANO	CHAIRMAN AND PRESIDENT	21.00	Officer Director	$0	$0	$0
WALLACE HEAD	TREASURER	7.00	Officer Director	$0	$0	$0
JAMIE MCLAUGHLIN	SECRETARY	7.00	Officer Director	$0	$0	$0
JOE CALABRESE	DIRECTOR	1.00	Director	$0	$0	$0
BILL WOODSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ZEUNER	DIRECTOR	1.00	Director	$0	$0	$0
JIM GRUBMAN	DIRECTOR	7.00	Director	$0	$0	$0
DENNIS JAFFE	DIRECTOR	1.00	Director	$0	$0	$0
KATHY LINTZ	DIRECTOR	1.00	Director	$0	$0	$0
LINDA MACK	DIRECTOR	1.00	Director	$0	$0	$0
TOM MCCULLOUGH	DIRECTOR	1.00	Director	$0	$0	$0
LORAINE TSAVARIS	DIRECTOR	7.00	Director	$0	$0	$0
SUSAN WINER	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$655,931	$630,219	$14,893	$25,712
2022	$408,583	$421,707	$4,181	$-13,124
2021	$251,125	$256,042	$2,305	$-4,917