Cause IQ vendor profile

Monticello Associates Inc


Monticello Associates Inc is a firm that provides financial advisor and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Colorado and Illinois (although they are present in other states as well).

Most Monticello Associates Inc clients are museums, historical sites, and similar institutions, hospitals, professional associations, elementary and secondary schools, colleges, universities, and professional schools, musical groups and artists, and grantmaking foundations with revenues ranging from $10 million to $124 million.

Previous legal names, trade names, or just variations of their name include: Monticello; and Monticello and Associates.

Primary location:
Denver, CO
Clients in:
MA, CO, OH
Identified clients:
50
Avg client size:
$148 mil revenue
Median client size:
$27 mil revenue

Monticello Associates Inc client list

  Name Type Location
1 The JPB Foundation 501(c)(3) New York, NY
2 Stuart Foundation 501(c)(3) San Francisco, CA
3 Robert R Mccormick Foundation 501(c)(3) Chicago, IL
4 The Gottesman Fund 501(c)(3) New York, NY
5 Columbia College Chicago 501(c)(3) Chicago, IL
6 AccessLex Institute 501(c)(3) West Chester, PA
7 Pritzker Traubert Family Foundation 501(c)(3) Chicago, IL
8 Hess Foundation 501(c)(3) Parsippany, NJ
9 Welfare Foundation 501(c)(3) Wilmington, DE
10 Geraldine R Dodge Foundation 501(c)(3) Newark, NJ
... and 40 more Monticello Associates Inc not-for-profit tax-exempt clients identified by Cause IQ

Monticello Associates Inc competitors

Competitors to Monticello Associates Inc in the nonprofit sector include The Angell Pension Group, Inc., Definiti, LLC, Loomis Sayles and Co LP, Caron and Bletzer, PLLC, Sageview Advisory Group, State Street Bank and Trust Company, Marsh and Mclennan Agency, United Healthcare, Well and Good LLC, and Kibble and Prentice.

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