Civic Intelligence

Mondelez Global LLC Group Benefit Trust II

990 • Fiscal year 2015 • EIN 46-0595387

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 10, 2016

Organization ProfileN/A
C/O JPMORGAN CHASE BANK Suite NY1-ANew York, NY 10005

(212) 552-2992

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

91st percentile

34%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-3.1%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$9,871,646

Up $2,502,509 (+34%) from 2014

Net Assets

Up

$9,871,646

Up $2,502,509 (+34%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin92nd percentile

Revenue

Down

$4,454,776

Down $140,598 (-3.1%) from 2014

Expenses

Down

$1,764,303

Down $562,283 (-24%) from 2014

Net Income

Up

$2,690,473

Up $421,685 (+19%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$15M$10M$5.0M$0Assets 2013: $4,915,290Liabilities 2013: $0Net Assets 2013: $4,915,2902013Assets 2014: $7,369,137Liabilities 2014: $0Net Assets 2014: $7,369,1372014Assets 2015: $9,871,646Liabilities 2015: $0Net Assets 2015: $9,871,6462015Assets 2016: $11,829,986Liabilities 2016: $0Net Assets 2016: $11,829,9862016Assets 2017: $10,909,675Liabilities 2017: $0Net Assets 2017: $10,909,6752017Assets 2018: $8,031,714Liabilities 2018: $0Net Assets 2018: $8,031,7142018Assets 2019: $7,860,605Liabilities 2019: $0Net Assets 2019: $7,860,6052019Assets 2020: $8,974,583Liabilities 2020: $0Net Assets 2020: $8,974,5832020Assets 2021: $8,458,599Liabilities 2021: $0Net Assets 2021: $8,458,5992021Assets 2022: $6,954,333Liabilities 2022: $0Net Assets 2022: $6,954,3332022Assets 2023: $6,835,676Liabilities 2023: $0Net Assets 2023: $6,835,6762023Assets 2024: $5,811,048Liabilities 2024: $0Net Assets 2024: $5,811,0482024

Highlighted filing

2015

Assets$9,871,646
Liabilities$0
Net Assets$9,871,646
Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2013: $4,895,230Expenses 2013: $2,642,144Net Income 2013: $2,253,0862013Revenue 2014: $4,595,374Expenses 2014: $2,326,586Net Income 2014: $2,268,7882014Revenue 2015: $4,454,776Expenses 2015: $1,764,303Net Income 2015: $2,690,4732015Revenue 2016: $4,019,407Expenses 2016: $2,028,430Net Income 2016: $1,990,9772016Revenue 2017: $2,220,276Expenses 2017: $3,257,021Net Income 2017: -$1,036,7452017Revenue 2018: $2,195,666Expenses 2018: $4,893,044Net Income 2018: -$2,697,3782018Revenue 2019: $2,334,524Expenses 2019: $2,925,049Net Income 2019: -$590,5252019Revenue 2020: $2,118,972Expenses 2020: $1,374,902Net Income 2020: $744,0702020Revenue 2021: $1,964,630Expenses 2021: $2,191,536Net Income 2021: -$226,9062021Revenue 2022: $2,023,706Expenses 2022: $2,351,545Net Income 2022: -$327,8392022Revenue 2023: $1,920,184Expenses 2023: $2,251,054Net Income 2023: -$330,8702023Revenue 2024: $1,795,621Expenses 2024: $2,800,457Net Income 2024: -$1,004,8362024

Highlighted filing

2015

Revenue$4,454,776
Expenses$1,764,303
Net Income$2,690,473
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 10, 2016
Return Version
2015v2.1
Gross Receipts
$7,154,776
Mission and Program Overview

Mission

The primary exempt purpose of the trust is to provide employee-pay-all long term disability benefits to eligible employees & purchase insured ltd coverage under the mondelez global llc long term disability plan as set forth in the mondelez global llc group benefits trust ii.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,369,137$9,871,646▲ $2,502,509
Investments in Publicly Traded Securities$7,369,100$9,370,476▲ $2,001,376
Savings and Temporary Cash Investments$0$501,081▲ $501,081
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$7,369,137$9,871,646▲ $2,502,509
Other Assets Total$37$89▲ $52
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,369,137$9,871,646▲ $2,502,509
Total Liabilities and Net Assets / Fund Balance$7,369,137$9,871,646▲ $2,502,509
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Jpmorgan Chase Bank NaTrusteeFT$4,929$4,929

Board Members and Trustees

NameTitle
Benefits Investment CommitteeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,245,377
Investment Income
$209,399
Other Revenue
$0
Change in Net Assets
$2,690,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$461,645
Salaries, Compensation, and Employee Benefits$4,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,297,729--$1,297,729
Other Expenses-$441,182-$441,182
Fees for Services Accounting-$20,463-$20,463
Current Officers, Directors, Trustees, and Key Employees$0$4,929$0$4,929
Total Functional Expenses$1,297,729$466,574$0$1,764,303
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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

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.”

PART VI, SECTION B, LINE 11A:

“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.”

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.”

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 Benefit Trust II
EIN
46-0595387
In Care Of
% ANASTASIA D YUELYS
Phone
2125522992
Address
C/O JPMORGAN CHASE BANK Suite NY1-A, NEW YORK, NY 10005

Signing Officer

Name
Bill Whisler
Title
Assistant Treasurer
Phone
2125522992
Signed
2016-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Whisler
Formed
2012
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Andersen Tax LLC
Address
100 CAMPUS DRIVE SUITE 100, FLORHAM PARK, NJ 07932
Preparer
George T Lyons
Phone
9732107062
Raw XML Appendix377 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.

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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/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND EMP BENE
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IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04245377
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
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IRS990/USAddress/ZIPCd060015
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL WHISLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02125522992
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mondelez Global LLC Group Benefit Trust II
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ReturnHeader/Filer/InCareOfNm0% ANASTASIA D YUELYS
ReturnHeader/Filer/PhoneNum02125522992
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ReturnHeader/Filer/USAddress/ZIPCd010005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andersen Tax LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
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ReturnHeader/PreparerPersonGrp/PhoneNum09732107062
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ReturnHeader/ReturnTs02016-09-21T09:45:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,871,646
Liabilities
$0
Net assets
$9,871,646
Revenue
$4,454,776
Expenses
$1,764,303
Net income
$2,690,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$1.80$2.80$1.00
2023Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$1.92$2.25$0.33
2022Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$2.02$2.35$0.33
2021Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$1.96$2.19$0.23
2020Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$2.12$1.37$0.74
2019Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$2.33$2.93$0.59
2018Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$2.20$4.89$2.70
2017Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$2.22$3.26$1.04
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$4.02$2.03$1.99
2015Detailed filing. Detailed filing data is available for this year.$9.87$0.00$9.87$4.45$1.76$2.69
2014Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$4.60$2.33$2.27
2013Summary only. Only limited summary data is available for this year.$4.92$0.00$4.92$4.90$2.64$2.25