Cause IQ vendor profile

Fund Evaluation Group


Fund Evaluation Group is a firm that provides financial advisor, consulting services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and Illinois (although they are present in other states as well).

Most Fund Evaluation Group clients are social advocacy organizations, educational support services, outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $16 million to $237 million.

Previous legal names, trade names, or just variations of their name include: Fund Evaluation Group LLC; and Fund Evaluation Group (Feg).

Primary location:
Cincinnati, OH
Clients in:
OH, MI
Identified clients:
37
Avg client size:
$109 mil revenue
Median client size:
$24 mil revenue

Fund Evaluation Group client list

 NameTypeLocation
1The Greater Cincinnati Foundation501(c)(3)Cincinnati, OH
2Sierra Club Foundation501(c)(3)Oakland, CA
3Southwestern Medical Foundation501(c)(3)Dallas, TX
4Unidel Foundation501(c)(3)Greenville, DE
5Northern Illinois University Foundation501(c)(3)Dekalb, IL
6Lilly Endowment501(c)(3)Indianapolis, IN
7Ascension Providence Rochester Hospital501(c)(3)St Louis, MO
8Broward College Foundation501(c)(3)Fort Lauderdale, FL
9University of Cincinnati Physicians501(c)(3)Cincinnati, OH
10University of Arizona Foundation501(c)(3)Tucson, AZ
...and 27 more Fund Evaluation Group not-for-profit tax-exempt clients identified by Cause IQ

Fund Evaluation Group competitors

Competitors to Fund Evaluation Group in the nonprofit sector include Matrix Trust Company, Fidelity, Marquette and Associates, Alerus Financial, N.a., Global Retirement Partners LLC, Kestra Advisory Services LLC, Raymond James and Associates, Pensionmark Financial Group LLC, Cambridge Associates, and Ubs.

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