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 and California (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 $18 million to $249 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Elizabeth Glaser Pediatric Aids Foundation | 501(c)(3) | Washington, DC | ||
| 2 | Church Avenue Merchants Block Association (CAMBA) | 501(c)(3) | Brooklyn, NY | ||
| 3 | Bread For The World | 501(c)(4) | Washington, DC | ||
| 4 | The Arc of Essex County | 501(c)(3) | Livingston, NJ | ||
| 5 | Community Healthcare of Texas (CHOT) | 501(c)(3) | Fort Worth, TX | ||
| 6 | Pomona Valley Hospital Medical Center (PVHMC) | 501(c)(3) | Pomona, CA | ||
| 7 | Peconic BAY MEDICAL CENTER | 501(c)(3) | Riverhead, NY | ||
| 8 | Torrance Memorial Medical Center | 501(c)(3) | Torrance, CA | ||
| 9 | Low Income Investment Fund (LIIF) | 501(c)(3) | San Francisco, CA | ||
| 10 | Moose International | 501(c)(8) | Mooseheart, IL | ||
| ... | and 38 more Morningstar not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar in the nonprofit sector include Capfinancial Partners, LLC, Towers Watson, Minnesota Life Insurance Company, Adp, RBC Capital Markets, Aon Hewitt, RBC Wealth Management, Newport Group, Inc., Variable Annuity Life Insurance Company, and Ascensus.
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.