J P Morgan is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California, North Dakota, and New York (although they are present in other states as well).
Most J P Morgan clients are hospitals and assisted living and continuing care retirement communities with revenues ranging from $19 million to $119 million.
Name | Type | Location | |||
---|---|---|---|---|---|
1 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
2 | by the BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
3 | Plymouth Place | 501(c)(3) | La Grange Park, IL | ||
4 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
5 | New York Eye and Ear Infirmary of Mount Sinai (NYEE) | 501(c)(3) | New York, NY | ||
6 | The Conference Board | 501(c)(3) | New York, NY | ||
7 | Lions Clubs International Foundation (LCIF) | 501(c)(3) | Oak Brook, IL | ||
8 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
9 | Cornell Scott-Hill Health Corporation | 501(c)(3) | New Haven, CT | ||
10 | St George's School | 501(c)(3) | Newport, RI | ||
... | and 17 more J P Morgan not-for-profit tax-exempt clients identified by Cause IQ |
Competitors to J P Morgan in the nonprofit sector include Capfinancial Partners, LLC, State Street Global Advisors, US Bank, Merrill Lynch Pierce Fenner and Smith, State Street Bank, Charles Schwab Bank, Ascensus, Massachusetts Mutual Life Insurance Co., Newport Group, Inc., and Newport Trust Company.
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