Civic Intelligence

The Uhnw Institute

EIN 83-3703748 • 501(c)3 • Greenwich, CT

Pub. 78 Eligible

Profile

The mission of the uhnw institute is to educate ultra-high-net-worth (uhnw) families and family offices as they navigate the wealth-management industry; provide insights and become a resource to advisors and wealth-management firms as they strive to better serve these clients; and support best practices, professional development and positive change in the wealth management industry.

192 Byram Shore RoadGreenwich, CT 06830

www.uhnwinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

46th percentile

2.5%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$40,000

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

95th percentile

140%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$35,745

Up $20,852 (+140%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$35,745

Up $20,852 (+140%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin46th percentile

Revenue

Up

$818,581

Up $162,650 (+25%) from 2023

Expenses

Up

$797,729

Up $167,510 (+27%) from 2023

Net Income

Down

$20,852

Down $4,860 (-19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$40K$20K$0-$20KAssets 2020: $7,222Liabilities 2020: $0Net Assets 2020: $7,2222020Assets 2021: $2,305Liabilities 2021: $0Net Assets 2021: $2,3052021Assets 2022: $4,181Liabilities 2022: $15,000Net Assets 2022: -$10,8192022Assets 2023: $14,893Liabilities 2023: $0Net Assets 2023: $14,8932023Assets 2024: $35,745Liabilities 2024: $0Net Assets 2024: $35,7452024

Highlighted filing

2024

Assets$35,745
Liabilities$0
Net Assets$35,745
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $149,000Expenses 2020: $141,778Net Income 2020: $7,2222020Revenue 2021: $251,125Expenses 2021: $256,042Net Income 2021: -$4,9172021Revenue 2022: $408,583Expenses 2022: $421,707Net Income 2022: -$13,1242022Revenue 2023: $655,931Expenses 2023: $630,219Net Income 2023: $25,7122023Revenue 2024: $818,581Expenses 2024: $797,729Net Income 2024: $20,8522024

Highlighted filing

2024

Revenue$818,581
Expenses$797,729
Net Income$20,852
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,745
Liabilities
$0
Net assets
$35,745
Revenue
$818,581
Expenses
$797,729
Net income
$20,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$8.19$7.98$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$6.56$6.30$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.15$0.11$4.09$4.22$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$2.51$2.56$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.49$1.42$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$818,581
Mission and Program Overview

Mission

The mission of the uhnw institute is to educate ultra-high-net-worth (uhnw) families and family offices as they navigate the wealth-management industry; provide insights and become a resource to advisors and wealth-management firms as they strive to better serve these clients; and support best practices, professional development and positive change in the wealth management industry.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,893$35,745▲ $20,852
Total Assets$14,893$35,745▲ $20,852
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,893$35,745▲ $20,852
Total Net Assets Fund Balance$14,893$35,745▲ $20,852
Total Liabilities and Net Assets / Fund Balance$14,893$35,745▲ $20,852
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jim GrubmanDirectorPT$40,000$40,000

Board Members and Trustees

NameTitle
Steve ProstanoChairman and President
Bill WoodsonDirector
Dennis JaffeDirector
Joe CalabreseDirector
Kathy LintzDirector
Linda MackDirector
Loraine TsavarisDirector
Michael ZeunerDirector
Susan WinerDirector
Tom McculloughDirector
Jamie MclaughlinSecretary
Wallace HeadTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Chloe Juliet EvansAdministration18158 HOUSE FINCH LANE, Parker, CO 80134$121,197
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$818,581
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$20,852
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$757,729
Salaries, Compensation, and Employee Benefits$40,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$270,211$373,729-$643,940
Fees for Services Legal-$60,828-$60,828
Information Technology$43,579--$43,579
Current Officers, Directors, Trustees, and Key Employees-$40,000-$40,000
Insurance-$4,874-$4,874
Other Expenses-$514-$514
Total Functional Expenses$313,790$483,939$0$797,729
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
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 990 is reviewed by the president and treasurer. Upon their approval, a copy is sent to all members of the board for their review prior to filing.”

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

“The president reviews all conflict of interest statements.”

Form 990, Part VI, Section C, line 19

“Documents are available upon request. The 990's are on guidestar.org”

Filing and Contact Details

Filer

Filer Name
The Uhnw Institute
EIN
83-3703748
Phone
9149809930
Address
192 BYRAM SHORE ROAD, GREENWICH, CT 06830

Signing Officer

Name
Stephen Prostano
Title
President
Phone
9149809930
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Prostano
Formed
2019
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Owen J Flanagan & Co
Address
445 Hamilton Avenue 11th floor, White Plains, NY 10601
Preparer
Kevin Sunkel
Phone
2126822783
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“MARKETING: Program service expenses 270,211. Management and general expenses 0. Fundraising expenses 0. Total expenses 270,211. ADMINISTRATION: Program service expenses 0. Management and general expenses 373,729. Fundraising expenses 0. Total expenses 373,729.”

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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0251125
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0149000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt02092720
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt080000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt037000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt013500
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0130500
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94280
IRS990ScheduleA/PublicSupportTotal509Amt02152720
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0738581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0618931
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0395083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0251125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0149000
IRS990ScheduleA/Total509Grp/TotalAmt02152720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0818581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0655931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0408583
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0251125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0149000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02283220
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE PRESIDENT AND TREASURER. UPON THEIR APPROVAL, A COPY IS SENT TO ALL MEMBERS OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT REVIEWS ALL CONFLICT OF INTEREST STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST. THE 990'S ARE ON GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARKETING: Program service expenses 270,211. Management and general expenses 0. Fundraising expenses 0. Total expenses 270,211. ADMINISTRATION: Program service expenses 0. Management and general expenses 373,729. Fundraising expenses 0. Total expenses 373,729.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014893
IRS990/TotalAssetsEOYAmt035745
IRS990/TotalAssetsGrp/BOYAmt014893
IRS990/TotalAssetsGrp/EOYAmt035745
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0483939
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0313790
IRS990/TotalFunctionalExpensesGrp/TotalAmt0797729
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014893
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt035745
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0313790
IRS990/TotalProgramServiceRevenueAmt0818581
IRS990/TotalReportableCompFromOrgAmt040000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0818581
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0818581
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014893
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt035745
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0192 BYRAM SHORE ROAD
IRS990/USAddress/CityNm0GREENWICH
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006830
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.uhnwinstitute.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN PROSTANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09149809930
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UHNW INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0UHNW
ReturnHeader/Filer/EIN0833703748
ReturnHeader/Filer/PhoneNum09149809930
ReturnHeader/Filer/USAddress/AddressLine1Txt0192 BYRAM SHORE ROAD
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132060851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Owen J Flanagan & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 Hamilton Avenue 11th floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0White Plains
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010601
ReturnHeader/PreparerPersonGrp/PhoneNum02126822783
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Sunkel
ReturnHeader/ReturnTs02025-11-13T10:59:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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