Cause IQ vendor profile

Monticello Associates Inc


Monticello Associates Inc is a firm that provides financial advisor and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Colorado, Illinois, New Jersey, and Ohio (although they are present in other states as well).

Most Monticello Associates Inc clients are professional associations, hospitals, musical groups and artists, elementary and secondary schools, colleges, universities, and professional schools, services for the elderly and people with disabilities, and grantmaking foundations with revenues ranging from $12 million to $139 million.

Previous legal names, trade names, or just variations of their name include: Monticello; and Monticello and Associates.

Primary location:
Denver, CO
Clients in:
OH, MA, CO
Identified clients:
47
Avg client size:
$163 mil revenue
Median client size:
$37 mil revenue

Monticello Associates Inc client list

  Name Type Location
1 Chicago Symphony Orchestra 501(c)(3) Chicago, IL
2 Robert R Mccormick Foundation 501(c)(3) Chicago, IL
3 The Gottesman Fund 501(c)(3) New York, NY
4 Columbia College Chicago 501(c)(3) Chicago, IL
5 Pritzker Traubert Foundation 501(c)(3) Chicago, IL
6 AccessLex Institute 501(c)(3) West Chester, PA
7 Pritzker Traubert Family Foundation 501(c)(3) Chicago, IL
8 Hess Foundation 501(c)(3) Parsippany, NJ
9 Geraldine R Dodge Foundation 501(c)(3) Newark, NJ
10 Welfare Foundation 501(c)(3) Wilmington, DE
... and 37 more Monticello Associates Inc not-for-profit tax-exempt clients identified by Cause IQ

Monticello Associates Inc competitors

Competitors to Monticello Associates Inc in the nonprofit sector include Paychex, Inc., Towers Watson, Buck Global LLC, Milliman Inc, Healthcare Community Securities Cor, Fiduciary Investment Advisors, NFP Retirement Inc., Ameriprise Financial Services, Capfinancial Partners, LLC, and US Bank.

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