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 $16 million to $341 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 | 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 | Startcare Inc F / K / N 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 Aon Hewitt, Newport Group, Inc., Variable Annuity Life Insurance Company, Alliant Insurance Services, Inc., RBC Wealth Management, Ubs Financial Services Inc, Variable Annuity Life Insurance Co., Empower Annuity Insurance Company, CBIZ, and Ascensus.
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