Morningstar is a firm that provides financial advisor, investment management, insurance agent or broker, consulting services, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Morningstar clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $21 million to $457 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 | The Nelson Gallery Foundation | 501(c)(3) | Kansas City, MO | ||
| 4 | The Arc of Essex County | 501(c)(3) | Livingston, NJ | ||
| 5 | Community Healthcare of Texas (CHOT) | 501(c)(3) | Fort Worth, TX | ||
| 6 | Hebrew Seniorlife | 501(c)(3) | Boston, MA | ||
| 7 | Bayside Community Network | 501(c)(3) | Elkton, MD | ||
| 8 | Pomona Valley Hospital Medical Center (PVHMC) | 501(c)(3) | Pomona, CA | ||
| 9 | Low Income Investment Fund (LIIF) | 501(c)(3) | San Francisco, CA | ||
| 10 | Cobble Hill Health Center | 501(c)(3) | Brooklyn, NY | ||
| ... | and 45 more Morningstar not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar in the nonprofit sector include CBIZ Retirement Plan Services, Towers Watson, Capfinancial Partners, LLC, Minnesota Life Insurance Company, RBC Capital Markets, Adp, Usi Consulting Group, Cetera Advisor Networks, LLC, Kestra Investment Services LLC, and Reliance Trust Company.
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