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

2023-01-01 to 2023-12-31

MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST II, founded in 2012, is a community nonprofit in the Mutual Benefit sector that reported $1.9M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $2.3M exceeded revenue, resulting in a 17% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $2,174,524

PAYMENT OF LONG TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND PURCHASE OF INSURED LTD COVERAGE UNDER THE MONDELEZ GLOBAL LLC LONG TERM DISABILITY PLAN AS SET FORTH IN THE MONDELEZ GLOBAL LLC...

PAYMENT OF LONG TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND PURCHASE OF INSURED LTD COVERAGE UNDER THE MONDELEZ GLOBAL LLC LONG TERM DISABILITY PLAN AS SET FORTH IN THE MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST II.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,755,313

Investment Income $164,871

Other Revenue $0

TOTAL REVENUE $1,920,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,600

Fundraising Expenses $0

Program Expenses $2,174,524

Other Expenses $72,930

TOTAL EXPENSES $2,251,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,920,184	$2,023,706	-0.1%
Expenses	$2,251,054	$2,351,545	0.0%
Net Income	$-330,870	$-327,839	+0.0%

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		$3,600	$0	$3,600

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	No data	No data	No data	No data
2023	$1,920,184	$2,251,054	$6,835,676	$-330,870
2022	$2,023,706	$2,351,545	$6,954,333	$-327,839
2021	$1,964,630	$2,191,536	$8,458,599	$-226,906
2020	$2,118,972	$1,374,902	$8,974,583	$744,070
2019	$2,334,524	$2,925,049	$7,860,605	$-590,525
2018	$2,195,666	$4,893,044	$8,031,714	$-2,697,378

MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST II