Civic Intelligence

Mondelez Global LLC Group

EIN 46-0591172 • 501(c)9 • New York, NY

Profile

The primary exempt purpose of the trust is to provide group health and life insurance benefits to current employees and their dependents covered under the benefit plan as set forth in the mondelez global llc group benefit trust i.

CO Jpmorgan Chase Bank Ny1-a156New York, NY 10005

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

40th percentile

0.6%

Higher net margin than 40% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$5,130

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

83rd percentile

14%

Faster asset growth than 83% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$7,409,403

Up $914,445 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,409,403

Up $914,445 (+14%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin40th percentile

Revenue

Up

$149,159,863

Up $18,871,365 (+14%) from 2023

Expenses

Up

$148,245,417

Up $18,707,879 (+14%) from 2023

Net Income

Up

$914,446

Up $163,486 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2013: $5,193,582Liabilities 2013: $0Net Assets 2013: $5,193,5822013Assets 2014: $5,575,456Liabilities 2014: $0Net Assets 2014: $5,575,4562014Assets 2015: $6,615,998Liabilities 2015: $0Net Assets 2015: $6,615,9982015Assets 2016: $6,304,467Liabilities 2016: $0Net Assets 2016: $6,304,4672016Assets 2017: $4,377,226Liabilities 2017: $0Net Assets 2017: $4,377,2262017Assets 2018: $10,008,052Liabilities 2018: $0Net Assets 2018: $10,008,0522018Assets 2019: $7,792,827Liabilities 2019: $0Net Assets 2019: $7,792,8272019Assets 2020: $4,432,823Liabilities 2020: $0Net Assets 2020: $4,432,8232020Assets 2021: $2,644,553Liabilities 2021: $0Net Assets 2021: $2,644,5532021Assets 2022: $5,737,130Liabilities 2022: $0Net Assets 2022: $5,737,1302022Assets 2023: $6,494,958Liabilities 2023: $0Net Assets 2023: $6,494,9582023Assets 2024: $7,409,403Liabilities 2024: $0Net Assets 2024: $7,409,4032024

Highlighted filing

2024

Assets$7,409,403
Liabilities$0
Net Assets$7,409,403
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MRevenue 2013: $140,784,811Expenses 2013: $144,328,679Net Income 2013: -$3,543,8682013Revenue 2014: $147,646,385Expenses 2014: $147,264,511Net Income 2014: $381,8742014Revenue 2015: $149,011,756Expenses 2015: $147,971,214Net Income 2015: $1,040,5422015Revenue 2016: $139,087,093Expenses 2016: $139,398,624Net Income 2016: -$311,5312016Revenue 2017: $124,791,438Expenses 2017: $126,718,679Net Income 2017: -$1,927,2412017Revenue 2018: $146,350,474Expenses 2018: $140,719,648Net Income 2018: $5,630,8262018Revenue 2019: $132,221,934Expenses 2019: $134,437,160Net Income 2019: -$2,215,2262019Revenue 2020: $127,414,294Expenses 2020: $130,774,298Net Income 2020: -$3,360,0042020Revenue 2021: $146,207,863Expenses 2021: $147,996,133Net Income 2021: -$1,788,2702021Revenue 2022: $134,193,583Expenses 2022: $131,101,006Net Income 2022: $3,092,5772022Revenue 2023: $130,288,498Expenses 2023: $129,537,538Net Income 2023: $750,9602023Revenue 2024: $149,159,863Expenses 2024: $148,245,417Net Income 2024: $914,4462024

Highlighted filing

2024

Revenue$149,159,863
Expenses$148,245,417
Net Income$914,446
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,409,403
Liabilities
$0
Net assets
$7,409,403
Revenue
$149,159,863
Expenses
$148,245,417
Net income
$914,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$149$148$0.91
2023Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$130$130$0.75
2022Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$134$131$3.09
2021Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$146$148$1.79
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$127$131$3.36
2019Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$132$134$2.22
2018Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$146$141$5.63
2017Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$125$127$1.93
2016Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$139$139$0.31
2015Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$149$148$1.04
2014Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$148$147$0.38
2013Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$141$144$3.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$288,748,271
Mission and Program Overview

Mission

The primary exempt purpose of the trust is to provide group health and life insurance benefits to current employees and their dependents covered under the benefit plan as set forth in the mondelez global llc group benefit trust i.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,494,958$7,409,403▲ $914,445
Investments in Publicly Traded Securities$6,460,269$7,394,109▲ $933,840
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$6,494,958$7,409,403▲ $914,445
Other Assets Total$34,689$15,294▼ $19,395
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,494,958$7,409,403▲ $914,445
Total Liabilities and Net Assets / Fund Balance$6,494,958$7,409,403▲ $914,445
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$5,130$5,130

Board Members and Trustees

NameTitle
Benefits Investment CommitteeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$148,693,383
Investment Income
$304,101
Other Revenue
$162,379
Change in Net Assets
$914,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,455,767
Salaries, Compensation, and Employee Benefits$5,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$134,784,520--$134,784,520
Fees for Services Accounting-$16,400-$16,400
Current Officers, Directors, Trustees, and Key Employees-$5,130-$5,130
Other Expenses$3,160--$3,160
Total Functional Expenses$148,223,887$21,530$0$148,245,417
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Jpmorgan chase is the directed trustee of the trust and pursuant to the trust agreement performs certain functions with respect to the trust.”

Form 990, Part VI, Section B, Line 11B

“The governing trust committee delegates day to day responsibilities for operating the trust to the trustee and to professionals in finance, benefits, and law of the trust sponsor. The trust prepares a draft of the form 990 which is then reviewed by staff professionals on behalf of the governing trust committee. A copy is then provided to members of the committee.”

Form 990, Part VI, Section B, Line 12C

“Apart from the trustee which is an institutional trustee and subject to fiduciary and contractual standards, each officer who is a member of the trust's governing committee is also a fiduciary under erisa who is required to act in the exclusive benefit of benefit plan participants. Further, each officer, as an employee of mondelez international, inc. Is subject to the mondelez international, inc. Conflicts of interest/ethics policy. Under this policy, an officer would be precluded from acting in a manner which would represent a conflict of interest with mondelez international, inc. Or its benefit plans or trusts.”

Form 990, Part VI, Section C, Line 19

“The trust provides copies of its governing documents to plan participants on written request to the plan administrator. All mondelez employees have intranet access to the mondelez conflicts of interest policies applying to the trust officers who are mondelez employees. The trust financial statements are available to all plan participants on request; summary annual reports are distributed to plan participants and posted on an intranet site.”

Filing and Contact Details

Filer

Filer Name
Mondelez Global LLC Group
EIN
46-0591172
Phone
2125522992
Address
CO JPMORGAN CHASE BANK NY1-A156, NEW YORK, NY 10005

Signing Officer

Name
Bill Whisler
Title
Assistant Treasurer
Phone
2125522992
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Whisler
Formed
2012
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Peter J Coscia
Phone
6462135172
Raw XML Appendix320 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0SEE PART III, LINE 1
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0139588408
IRS990/GrossReceiptsAmt0288748271
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0304101
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0304101
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06460269
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JPMORGAN CHASE IS THE DIRECTED TRUSTEE OF THE TRUST AND PURSUANT TO THE TRUST AGREEMENT PERFORMS CERTAIN FUNCTIONS WITH RESPECT TO THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING TRUST COMMITTEE DELEGATES DAY TO DAY RESPONSIBILITIES FOR OPERATING THE TRUST TO THE TRUSTEE AND TO PROFESSIONALS IN FINANCE, BENEFITS, AND LAW OF THE TRUST SPONSOR. THE TRUST PREPARES A DRAFT OF THE FORM 990 WHICH IS THEN REVIEWED BY STAFF PROFESSIONALS ON BEHALF OF THE GOVERNING TRUST COMMITTEE. A COPY IS THEN PROVIDED TO MEMBERS OF THE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APART FROM THE TRUSTEE WHICH IS AN INSTITUTIONAL TRUSTEE AND SUBJECT TO FIDUCIARY AND CONTRACTUAL STANDARDS, EACH OFFICER WHO IS A MEMBER OF THE TRUST'S GOVERNING COMMITTEE IS ALSO A FIDUCIARY UNDER ERISA WHO IS REQUIRED TO ACT IN THE EXCLUSIVE BENEFIT OF BENEFIT PLAN PARTICIPANTS. FURTHER, EACH OFFICER, AS AN EMPLOYEE OF MONDELEZ INTERNATIONAL, INC. IS SUBJECT TO THE MONDELEZ INTERNATIONAL, INC. CONFLICTS OF INTEREST/ETHICS POLICY. UNDER THIS POLICY, AN OFFICER WOULD BE PRECLUDED FROM ACTING IN A MANNER WHICH WOULD REPRESENT A CONFLICT OF INTEREST WITH MONDELEZ INTERNATIONAL, INC. OR ITS BENEFIT PLANS OR TRUSTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST PROVIDES COPIES OF ITS GOVERNING DOCUMENTS TO PLAN PARTICIPANTS ON WRITTEN REQUEST TO THE PLAN ADMINISTRATOR. ALL MONDELEZ EMPLOYEES HAVE INTRANET ACCESS TO THE MONDELEZ CONFLICTS OF INTEREST POLICIES APPLYING TO THE TRUST OFFICERS WHO ARE MONDELEZ EMPLOYEES. THE TRUST FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PLAN PARTICIPANTS ON REQUEST; SUMMARY ANNUAL REPORTS ARE DISTRIBUTED TO PLAN PARTICIPANTS AND POSTED ON AN INTRANET SITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0383869170
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MONDELEZ GLOBAL LLC A DELAWARE LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0THREE PARKWAY NORTH
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