Civic Intelligence

Mondelez Global LLC Group Benefit Trust II

990 • Fiscal year 2022 • EIN 46-0595387

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 24, 2023

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

28th percentile

0.00x

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

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$4,500

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Asset Growth

18th percentile

-18%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

3.0%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$6,954,333

Down $1,504,266 (-18%) from 2021

Net Assets

Down

$6,954,333

Down $1,504,266 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin15th percentile

Revenue

Up

$2,023,706

Up $59,076 (+3.0%) from 2021

Expenses

Up

$2,351,545

Up $160,009 (+7.3%) from 2021

Net Income

Down

-$327,839

Down $100,933 (-44%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2022

Assets$6,954,333
Liabilities$0
Net Assets$6,954,333
Open 2022 Filing

Operations Trend

Revenue Growth56th 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

2022

Revenue$2,023,706
Expenses$2,351,545
Net Income-$327,839
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$4,547,020
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$8,458,599$6,954,333▼ $1,504,266
Investments in Publicly Traded Securities$7,647,062$6,641,578▼ $1,005,484
Savings and Temporary Cash Investments$811,518$311,470▼ $500,048
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$8,458,599$6,954,333▼ $1,504,266
Other Assets Total$19$1,285▲ $1,266
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,458,599$6,954,333▼ $1,504,266
Total Liabilities and Net Assets / Fund Balance$8,458,599$6,954,333▼ $1,504,266
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$4,500$4,500

Board Members and Trustees

NameTitle
Benefits Investment CommitteeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,845,546
Investment Income
$178,160
Other Revenue
$0
Change in Net Assets
$-327,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,593
Salaries, Compensation, and Employee Benefits$4,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,284,452--$2,284,452
Fees for Services Accounting-$21,700-$21,700
Current Officers, Directors, Trustees, and Key Employees-$4,500-$4,500
Other Expenses-$2,933-$2,933
Total Functional Expenses$2,284,452$67,093$0$2,351,545
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
46-0595387
Phone
2125522992
Address
CO JPMORGAN CHASE BANK NY1-A156, NEW YORK, NY 10005

Signing Officer

Name
Bill Whisler
Title
Assistant Treasurer
Phone
2125522992
Signed
2023-10-24
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 Appendix316 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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IRS990/ActivityOrMissionDesc0SEE PART III, LINE 1
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IRS990/MissionDesc0THE 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.
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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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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08458599
IRS990/TotalAssetsEOYAmt06954333
IRS990/TotalAssetsGrp/BOYAmt08458599
IRS990/TotalAssetsGrp/EOYAmt06954333
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067093
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02284452
IRS990/TotalFunctionalExpensesGrp/TotalAmt02351545
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06954333
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02284452
IRS990/TotalProgramServiceRevenueAmt01845546
IRS990/TotalReportableCompFromOrgAmt04500
IRS990/TotalRevenueGrp/ExclusionAmt0178160
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01845546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02023706
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06954333
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0THREE PARKWAY NORTH SUITE 300
IRS990/USAddress/CityNm0DEERFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060015
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL WHISLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02125522992
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONDELEZ GLOBAL LLC GROUP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST II
ReturnHeader/Filer/BusinessNameControlTxt0MOND
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ReturnHeader/Filer/PhoneNum02125522992
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ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0399 THORNALL STREET 1ST FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008837
ReturnHeader/PreparerPersonGrp/PhoneNum07322893550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M FULLER
ReturnHeader/ReturnTs02023-10-24T12:37:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHISLER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,954,333
Liabilities
$0
Net assets
$6,954,333
Revenue
$2,023,706
Expenses
$2,351,545
Net income
-$327,839
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