Mondelez Global LLC Retiree Health and Life Benefits Trust
New York, NY 10005 · IRS data through FY2025
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2025 | $12,869,760 | $14,088,111 | $38,845,554 |
| FY2024 | $15,674,965 | $16,454,032 | $33,554,543 |
| FY2023 | $81,570,718 | $55,667,100 | $29,911,544 |
| FY2022 | $12,901,737 | $13,198,879 | $747,710 |
| FY2021 | $15,340,629 | $14,617,980 | $1,044,852 |
| FY2020 | $14,200,565 | $14,957,920 | $322,202 |
| FY2019 | $12,205,293 | $12,339,651 | $1,079,558 |
| FY2018 | $14,839,362 | $14,452,009 | $1,213,917 |
| FY2017 | $12,294,259 | $12,082,942 | $826,564 |
| FY2016 | $9,800,683 | $9,619,873 | $615,247 |
| FY2015 | $12,379,692 | $12,389,876 | $434,437 |
| FY2014 | $5,026,781 | $4,837,900 | $444,621 |
| FY2013 | $1,982,046 | $2,526,611 | $255,740 |
Form 990 filings
The returns filed by Mondelez Global LLC Retiree Health and Life Benefits Trust (EIN 46-0606215), including Form 990 PDFs and e-file data by year, are available in ProPublica's Nonprofit Explorer. The figures on this page come from IRS data files built from those returns.
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $0 | 0% |
| Program service revenue | $9,929,573 | 77% |
| Other revenue | $2,940,187 | 23% |
Where the money was spent
| Category | Amount | % of expenses |
|---|---|---|
| Program services | $13,874,109 | 98% |
| Management & general | $214,002 | 2% |
| Fundraising | $0 | 0% |
What the numbers show
- Program service revenue made up 77% of total revenue in FY2025.
- Program services accounted for 98% of functional expenses, management & general 2%, and fundraising 0%.
- 98% of functional expenses went to program services in FY2025. That is higher than 44.5% of 110 Mutual & Membership Benefit organizations nationwide (too few in NY for a state comparison).
- Net assets covered about 33.1 months of expenses at the end of the reporting year. That puts it in the 47th percentile among 363 Mutual & Membership Benefit organizations in NY.
- Total revenue was higher than 87.5% of 369 Mutual & Membership Benefit organizations in NY.
- Total revenue rose from $1,982,046 in FY2013 to $12,869,760 in FY2025. Revenue increased in 7 and decreased in 5 of 12 year-over-year comparisons.
- Expenses exceeded revenue in 7 of 13 reported years (FY2013, FY2015, FY2019, FY2020, FY2022, FY2024, FY2025).
- The highest revenue on record here is $81,570,718 in FY2023.
- Net assets grew from $255,740 to $38,845,554 between FY2013 and FY2025.
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
SEE PART III, LINE 1
IRS status
| Ruling year | 2014 |
| Subsection | 501(c)(9) |
| Program area (NTEE) | Y43 — Mutual & Membership Benefit (in NY) |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded November 4, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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