MONDELEZ GLOBAL LLC GROUP BENEFIT … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

BILL WHISLER

Phone

2125522992

Tax Period

2024-01-01 to 2024-12-31

MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST I, founded in 2012, is a major nonprofit in the Mutual Benefit sector that reported $149.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

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.

Program Service Accomplishments

Program 1

Expenses: $134,784,520

PAYMENT OF HEALTH CARE AND LIFE INSURANCE BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS UNDER THE MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST I.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $148,693,383

Investment Income $304,101

Other Revenue $162,379

TOTAL REVENUE $149,159,863

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,130

Fundraising Expenses $0

Program Expenses $134,784,520

Other Expenses $13,455,767

TOTAL EXPENSES $148,245,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,159,863	$130,288,498	+0.1%
Expenses	$148,245,417	$129,537,538	+0.1%
Net Income	$914,446	$750,960	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENEFITS INVESTMENT COMMITTEE	TRUSTEE	2.00	Director	$0	$0	$0
N/A	TRUSTEE	40.00		$5,130	$0	$5,130

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$149,159,863	$148,245,417	$7,409,403	$914,446
2023	$130,288,498	$129,537,538	$6,494,958	$750,960
2022	$134,193,583	$131,101,006	$5,737,130	$3,092,577
2021	$146,207,863	$147,996,133	$2,644,553	$-1,788,270
2020	$127,414,294	$130,774,298	$4,432,823	$-3,360,004
2019	$132,221,934	$134,437,160	$7,792,827	$-2,215,226
2018	$146,350,474	$140,719,648	$10,008,052	$5,630,826

MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST I