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, hospitals, child and youth services, and assisted living and continuing care retirement communities with revenues ranging from $17 million to $336 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 | Hopeful Journeys Educational Center | 501(c)(3) | Beverly, MA | ||
| 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 | START Treatment and Recovery Centers | 501(c)(3) | Brooklyn, NY | ||
| ... | and 50 more Morningstar not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar in the nonprofit sector include Towers Watson, CBIZ Retirement Plan Services, Minnesota Life Insurance Company, RBC Capital Markets, NFP Retirement Inc., Adp, Capfinancial Partners, LLC, JP Morgan Chase, Captrust, and Marsh and Mclennan Agency.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.