Summit Financial Group is a firm that provides tax accounting, insurance agent or broker, third party administration, commercial bank, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Summit Financial Group clients are civic and social organizations, religious organizations, health and disease research fundraising organizations, environment, conservation, and wildlife organizations, labor unions, and grantmaking foundations with revenues ranging from $71,751 to $18 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Council of Engineering Companies (ACEC) | 501(c)(6) | Washington, DC | ||
| 2 | Oral Roberts University (ORU) | 501(c)(3) | Tulsa, OK | ||
| 3 | Goodwill Industries of Tulsa | 501(c)(3) | Tulsa, OK | ||
| 4 | Bezsam | 501(c)(3) | National City, CA | ||
| 5 | Home of Hope | 501(c)(3) | Vinita, OK | ||
| 6 | CN Enterprises Health Plan Trust | 501(c)(9) | Ada, OK | ||
| 7 | La Costa Canyon High School Foundation | 501(c)(3) | Carlsbad, CA | ||
| 8 | Tariq Khamisa Foundation (TKF) | 501(c)(3) | San Diego, CA | ||
| 9 | International Association of Fire Fighters - L2180 Chula Vista | 501(c)(5) | Chula Vista, CA | ||
| 10 | Mormonism Research Ministry | 501(c)(3) | Draper, UT | ||
| ... | and 36 more Summit Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Summit Financial Group in the nonprofit sector include U.s. Bank National Association, Capfinancial Partners, LLC, Merrill Lynch Pierce Fenner and Smith, Allen Gibbs and Houlik LC, State Street Global Advisors, Fifth Third Bank, Bmo Harris Bank Na, PNC Bank, Commerce Trust Company, and TIAA.
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