Morningstar is a firm that provides financial advisor, investment management, insurance agent or broker, consulting services, and third party administration 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 clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $17 million to $438 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Church Avenue Merchants Block Association (CAMBA) | 501(c)(3) | Brooklyn, NY | ||
| 2 | Bread For The World | 501(c)(4) | Washington, DC | ||
| 3 | Nelson-Atkins Museum of Art | 501(c)(3) | Kansas City, MO | ||
| 4 | The Arc of Essex County | 501(c)(3) | Livingston, NJ | ||
| 5 | Community Healthcare of Texas (CHOT) | 501(c)(3) | Fort Worth, TX | ||
| 6 | Hebrew Seniorlife | 501(c)(3) | Boston, MA | ||
| 7 | Bayside Community Network | 501(c)(3) | Elkton, MD | ||
| 8 | Pomona Valley Hospital Medical Center (PVHMC) | 501(c)(3) | Pomona, CA | ||
| 9 | Low Income Investment Fund (LIIF) | 501(c)(3) | San Francisco, CA | ||
| 10 | Moose International | 501(c)(8) | Mooseheart, IL | ||
| ... | and 46 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, Newport Group, Inc., Aon Hewitt, Ascensus, RBC Wealth Management, Ubs Financial Services Inc, Towers Watson, Minnesota Life Insurance Company, RBC Capital Markets, and CBIZ Retirement Plan Services.
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