Morningstar Associates, LLC is a firm that provides financial advisor, investment management, commercial bank, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Morningstar Associates, LLC clients are outpatient health care practitioners and facilities, hospitals, elementary and secondary schools, residential intellectual and developmental disability facilities, and individual and family services with revenues ranging from $11 million to $117 million.
Previous legal names, trade names, or just variations of their name include: Morningstar Associates; and Morningstar Associates, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Ridgeview Medical Center | 501(c)(3) | Waconia, MN | ||
| 2 | Recovery Innovations International | 501(c)(3) | Phoenix, AZ | ||
| 3 | The Children's Village | 501(c)(3) | Dobbs Ferry, NY | ||
| 4 | Graham Hospital Association | 501(c)(3) | Canton, IL | ||
| 5 | Knoxville Hospital & Clinics | 501(c)(3) | Knoxville, IA | ||
| 6 | Westminster College | 501(c)(3) | Fulton, MO | ||
| 7 | Planned Parenthood California Central Coast | 501(c)(3) | Santa Barbara, CA | ||
| 8 | New Heights Academy Charter School (NHACS) | 501(c)(3) | New York, NY | ||
| 9 | Shawnee Family Health Center | 501(c)(3) | Portsmouth, OH | ||
| 10 | Peace Village | 501(c)(3) | Palos Park, IL | ||
| ... | and 16 more Morningstar Associates, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar Associates, LLC in the nonprofit sector include Metlife Insurance Company, Charles Schwab and Co., Inc., Prudential, Milliman, Morgan Stanley Smith Barney, Morgan Stanley, Oppenheimer, Amalgamated Bank, Aetna Inc, and PNC Bank.
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