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 Illinois, Michigan, and Ohio (although they are present in other states as well).

Most Fund Evaluation Group clients are health and welfare funds, scientific research and development services, educational support services, hospitals, and grantmaking foundations with revenues ranging from $20 million to $202 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:
31
Avg client size:
$180 mil revenue
Median client size:
$36 mil revenue

Fund Evaluation Group client list

  Name Type Location
1 The Greater Cincinnati Foundation 501(c)(3) Cincinnati, OH
2 Southwestern Medical Foundation 501(c)(3) Dallas, TX
3 Unidel Foundation 501(c)(3) Greenville, DE
4 Northern Illinois University Foundation 501(c)(3) Dekalb, IL
5 Lilly Endowment 501(c)(3) Indianapolis, IN
6 Broward College Foundation 501(c)(3) Fort Lauderdale, FL
7 University of Arizona Foundation 501(c)(3) Tucson, AZ
8 Univ of Iowa Center for Advancement 501(c)(3) Iowa City, IA
9 University of Mississippi Foundation 501(c)(3) Oxford, MS
10 We Upjohn Institute for Employment Research Upjohn Institute Center for Regional Economic and Community Development 501(c)(3) Kalamazoo, MI
... and 21 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 RBC Wealth Management, Usi Advisors Inc, Raymond James and Associates, Inc., M&T Bank, Bank Of New York Mellon, Pension Assurance LLP, Newport Trust Company, Planpilot, LLC, Newport Group, Inc., and Sageview Advisory Group, LLC.

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