J P Morgan is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California, North Dakota, and New York (although they are present in other states as well).
Most J P Morgan clients are hospitals, elementary and secondary schools, and assisted living and continuing care retirement communities with revenues ranging from $19 million to $117 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 2 | BY THE BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 3 | Plymouth Place | 501(c)(3) | La Grange Park, IL | ||
| 4 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 5 | NYEE of Mount Sinai (NYEE) | 501(c)(3) | New York, NY | ||
| 6 | The Conference Board | 501(c)(3) | New York, NY | ||
| 7 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
| 8 | Lions Clubs International Foundation (LCIF) | 501(c)(3) | Oak Brook, IL | ||
| 9 | Institute for Public Health Innovation | 501(c)(3) | Washington, DC | ||
| 10 | Cornell Scott-Hill Health Corporation | 501(c)(3) | New Haven, CT | ||
| ... | and 18 more J P Morgan not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to J P Morgan in the nonprofit sector include State Street Global Advisors, Capfinancial Partners, LLC, US Bank, Merrill Lynch Pierce Fenner and Smith, State Street Bank, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Fiduciary Investment Advisors, Sei, and Ubs Financial Services, Inc..
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