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, assisted living and continuing care retirement communities, and child and youth services with revenues ranging from $16 million to $391 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 43 more Morningstar not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar in the nonprofit sector include Conduent HR Consulting, LLC, MML Investors Services, One Digital, LPL Financial Corporation, Gallagher Benefit Services, Capfinancial Partners, Aetna Inc, Kibble and Prentice, Lincoln Financial Advisors, and Digital Insurance, Inc.
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