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 hospitals, outpatient health care practitioners and facilities, services for the elderly and people with disabilities, assisted living and continuing care retirement communities, and child and youth services with revenues ranging from $16 million to $321 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Camba (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 | Easterseals New Jersey | 501(c)(3) | Jamesburg, NJ | ||
| 7 | The Arc of Essex County | 501(c)(3) | Livingston, NJ | ||
| 8 | Hopeful Journeys Educational Center | 501(c)(3) | Beverly, MA | ||
| 9 | Bayside Community Network | 501(c)(3) | Elkton, MD | ||
| 10 | Pomona Valley Hospital Medical Center (PVHMC) | 501(c)(3) | Pomona, CA | ||
| ... | and 52 more Morningstar not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar in the nonprofit sector include Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Ubs Financial Services Inc, Ascensus, Alliant Insurance Services, Inc., Aon Hewitt, Newport Group, Inc., Empower Annuity Insurance Company, CBIZ, and RBC Wealth Management.
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