Income Research and Management is a firm that provides investment management, financial advisor, fiduciary trustee, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Illinois (although they are present in other states as well).
Most Income Research and Management clients are health and welfare funds and hospitals with revenues ranging from $32 million to $1.9 billion.
Previous legal names, trade names, or just variations of their name include: Income Research Management; Income and Research Management; and Income Research and Management Co..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 2 | Nyu Langone Hospitals | 501(c)(3) | New York, NY | ||
| 3 | Girl Scouts of the United States of America (GSUSA) | 501(c)(3) | New York, NY | ||
| 4 | University of Pennsylvania (Penn) | 501(c)(3) | Philadelphia, PA | ||
| 5 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 6 | Sandler Foundation | 501(c)(3) | San Francisco, CA | ||
| 7 | Exeter Hospital | 501(c)(3) | Charlestown, MA | ||
| 8 | MaineHealth | 501(c)(3) | Portland, ME | ||
| 9 | Southern Ohio Medical Center (SOMC) | 501(c)(3) | Portsmouth, OH | ||
| 10 | Highland Hospital | 501(c)(3) | Rochester, NY | ||
| ... | and 28 more Income Research and Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Income Research and Management in the nonprofit sector include Principal, Capfinancial Partners, LLC, Cambridge Investment Research Inc, Fiduciary Investment Advisors, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Newport Trust Company, M&T Bank, Planpilot, LLC, and Bank Of New York Mellon.
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