Morningstar is a firm that provides financial advisor, investment management, insurance agent or broker, consulting services, and third party administration to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Morningstar clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $16 million to $437 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Church Avenue Merchants Block Association (CAMBA) | 501(c)(3) | Brooklyn, NY | ||
| 2 | Bread for the World | 501(c)(4) | Washington, DC | ||
| 3 | Conference of State Bank Supervisors (CSBS) | 501(c)(3) | Washington, DC | ||
| 4 | The Nelson Gallery Foundation | 501(c)(3) | Kansas City, MO | ||
| 5 | Wellspring Philanthropic Fund | 501(c)(3) | New York, NY | ||
| 6 | The Arc of Essex County | 501(c)(3) | Livingston, NJ | ||
| 7 | Bayside Community Network | 501(c)(3) | Elkton, MD | ||
| 8 | Pomona Valley Hospital Medical Center (PVHMC) | 501(c)(3) | Pomona, CA | ||
| 9 | Access Community Health Network | 501(c)(3) | Chicago, IL | ||
| 10 | Moose International | 501(c)(8) | Mooseheart, IL | ||
| ... | and 40 more Morningstar not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar in the nonprofit sector include Towers Watson, Captrust, CBIZ Retirement Plan Services, Minnesota Life Insurance Company, NFP Retirement Inc., RBC Capital Markets, Capfinancial Partners, LLC, Adp, Conduent HR Consulting, LLC, and Milliman.
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