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 elementary and secondary schools, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, assisted living and continuing care retirement communities, individual and family services, community housing services, and religious organizations with revenues ranging from $7.4 million to $28 million.
Previous legal names, trade names, or just variations of their name include: Morningstar Associates; and Morningstar Associates, LL.
| Name | Type | Location | |
|---|---|---|---|
| 1 | The Bronx Parent Housing Network (BPHN) | 501(c)(3) | Bronx, NY |
| 2 | New Heights Academy Charter School (NHACS) | 501(c)(3) | New York, NY |
| 3 | Peace Village | 501(c)(3) | Palos Park, IL |
| 4 | Jackson Recovery Centers | 501(c)(3) | Sioux City, IA |
| 5 | South Arkansas Youth Services (SAYS) | 501(c)(3) | Magnolia, AR |
| 6 | Noah Webster Charter Schools | 501(c)(3) | Mesa, AZ |
| 7 | Crisis and Counseling Centers | 501(c)(3) | Augusta, ME |
| 8 | Bethany Home | 501(c)(3) | Waupaca, WI |
| 9 | Hebrew Hospital Home of Westchester | 501(c)(3) | White Plains, NY |
| 10 | North Central Pennsylvania Regional Planning and Development Commission | 501(c)(3) | Ridgway, PA |
Competitors to Morningstar Associates, LLC in the nonprofit sector include Capital Research and Management Company, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Morningstar, Ubs Financial Services, Inc., Capfinancial Partners, LLC, The Segal Company, US Bank, Charles Schwab Bank, and Great West Life and Annuity Company.
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