Civic Intelligence

Mondelez Global LLC Group Benefit Trust I

990 • Fiscal year 2020 • EIN 46-0591172

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 01, 2021

Organization ProfileN/A
CO Jpmorgan Chase Bank Ny1-a156New York, NY 10005

(212) 552-2992

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

25th percentile

-2.6%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$5,130

Higher top officer pay than 41% of similar nonprofits.

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

2nd percentile

-43%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-3.6%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$4,432,823

Down $3,360,004 (-43%) from 2019

Net Assets

Down

$4,432,823

Down $3,360,004 (-43%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin25th percentile

Revenue

Down

$127,414,294

Down $4,807,640 (-3.6%) from 2019

Expenses

Down

$130,774,298

Down $3,662,862 (-2.7%) from 2019

Net Income

Down

-$3,360,004

Down $1,144,778 (-52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$4,432,823
Liabilities$0
Net Assets$4,432,823
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$127,414,294
Expenses$130,774,298
Net Income-$3,360,004
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 1, 2021
Return Version
2020v4.1
Gross Receipts
$127,414,294
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$7,792,827$4,432,823▼ $3,360,004
Investments in Publicly Traded Securities$7,782,199$4,432,706▼ $3,349,493
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,792,827$4,432,823▼ $3,360,004
Other Assets Total$10,628$117▼ $10,511
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,792,827$4,432,823▼ $3,360,004
Total Liabilities and Net Assets / Fund Balance$7,792,827$4,432,823▼ $3,360,004
Compensation and Service Providers
Top Officer Pay41st 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
$127,386,821
Investment Income
$27,473
Other Revenue
$0
Change in Net Assets
$-3,360,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,120,367
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$113,648,801--$113,648,801
Insurance$473,692--$473,692
Fees for Services Legal-$54,248-$54,248
Fees for Services Accounting-$33,500-$33,500
Other Expenses$5,333--$5,333
Current Officers, Directors, Trustees, and Key Employees-$5,130-$5,130
Total Functional Expenses$130,681,420$92,878$0$130,774,298
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
2021-06-01
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
399 THORNALL STREET 1ST FLOOR, EDISON, NJ 08837
Preparer
Kevin M Fuller
Phone
7322893550
Raw XML Appendix317 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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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/USAddress/AddressLine1Txt0THREE PARKWAY NORTH
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MONDELEZ GLOBAL LLC HEALTH & LIFE TRUST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND EMPLOYEE BENEFIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUND EMPLOYEE BENEFIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01 CHASE MANHATTAN PLAZA NY1-A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11 CHASE MANHATTAN PLAZA NY1-A
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt092878
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL WHISLER
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ReturnHeader/ReturnTs02021-06-01T11:51:32-05:00
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,432,823
Liabilities
$0
Net assets
$4,432,823
Revenue
$127,414,294
Expenses
$130,774,298
Net income
-$3,360,004
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