Civic Intelligence

Atmos Post-Retirement Welfare Benefit

EIN 43-6588233 • 501(c)9 • Dallas, TX

Profile

The primary purpose of the trust is to provide welfare benefits to retirees of atmos energy corporation.

5430 Lbj Freeway 160Dallas, TX 75240

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.11x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

5.7%

Faster asset growth than 51% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

72%

Faster revenue growth than 88% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$275,942,171

Up $14,953,759 (+5.7%) from 2023

Liabilities

Up

$2,642,100

Up $1,543,300 (+140%) from 2023

Net Assets

Up

$273,300,071

Up $13,410,459 (+5.2%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin91st percentile

Revenue

Up

$23,261,094

Up $9,721,251 (+72%) from 2023

Expenses

Down

$8,719,094

Down $583,488 (-6.3%) from 2023

Net Income

Up

$14,542,000

Up $10,304,739 (+243%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $52,102,965Liabilities 2010: $0Net Assets 2010: $52,102,9652010Assets 2011: $54,318,182Liabilities 2011: $0Net Assets 2011: $54,318,1822011Assets 2012: $80,425,231Liabilities 2012: $0Net Assets 2012: $80,425,2312012Assets 2013: $113,690,664Liabilities 2013: $179,800Net Assets 2013: $113,510,8642013Assets 2014: $132,829,954Liabilities 2014: $683,300Net Assets 2014: $132,146,6542014Assets 2015: $137,248,166Liabilities 2015: $842,000Net Assets 2015: $136,406,1662015Assets 2016: $159,649,423Liabilities 2016: $778,993Net Assets 2016: $158,870,4302016Assets 2017: $182,525,571Liabilities 2017: $1,547,300Net Assets 2017: $180,978,2712017Assets 2018: $173,770,968Liabilities 2018: $1,900,800Net Assets 2018: $171,870,1682018Assets 2019: $204,263,919Liabilities 2019: $1,578,670Net Assets 2019: $202,685,2492019Assets 2020: $226,106,699Liabilities 2020: $1,536,500Net Assets 2020: $224,570,1992020Assets 2021: $263,895,658Liabilities 2021: $4,017,100Net Assets 2021: $259,878,5582021Assets 2022: $237,335,009Liabilities 2022: $3,246,100Net Assets 2022: $234,088,9092022Assets 2023: $260,988,412Liabilities 2023: $1,098,800Net Assets 2023: $259,889,6122023Assets 2024: $275,942,171Liabilities 2024: $2,642,100Net Assets 2024: $273,300,0712024

Highlighted filing

2024

Assets$275,942,171
Liabilities$2,642,100
Net Assets$273,300,071
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0Revenue 2010: $5,567,591Expenses 2010: $2,601,416Net Income 2010: $2,966,1752010Revenue 2011: $7,907,130Expenses 2011: $2,867,529Net Income 2011: $5,039,6012011Expenses 2012: $3,482,0312012Revenue 2013: $28,897,920Expenses 2013: $5,214,420Net Income 2013: $23,683,5002013Revenue 2014: $22,723,224Expenses 2014: $5,833,298Net Income 2014: $16,889,9262014Revenue 2015: $21,805,555Expenses 2015: $6,166,719Net Income 2015: $15,638,8362015Revenue 2016: $17,449,392Expenses 2016: $6,074,672Net Income 2016: $11,374,7202016Revenue 2017: $22,609,552Expenses 2017: $7,098,715Net Income 2017: $15,510,8372017Revenue 2018: $21,798,491Expenses 2018: $7,960,851Net Income 2018: $13,837,6402018Revenue 2019: $22,483,466Expenses 2019: $9,983,022Net Income 2019: $12,500,4442019Revenue 2020: $24,843,098Expenses 2020: $8,357,250Net Income 2020: $16,485,8482020Revenue 2021: $35,456,570Expenses 2021: $8,679,339Net Income 2021: $26,777,2312021Revenue 2022: $22,984,139Expenses 2022: $8,095,657Net Income 2022: $14,888,4822022Revenue 2023: $13,539,843Expenses 2023: $9,302,582Net Income 2023: $4,237,2612023Revenue 2024: $23,261,094Expenses 2024: $8,719,094Net Income 2024: $14,542,0002024

Highlighted filing

2024

Revenue$23,261,094
Expenses$8,719,094
Net Income$14,542,000
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$275,942,171
Liabilities
$2,642,100
Net assets
$273,300,071
Revenue
$23,261,094
Expenses
$8,719,094
Net income
$14,542,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$276$2.64$273$23.3$8.72$14.5
2023Detailed filing. Detailed filing data is available for this year.$261$1.10$260$13.5$9.30$4.24
2022Detailed filing. Detailed filing data is available for this year.$237$3.25$234$23.0$8.10$14.9
2021Detailed filing. Detailed filing data is available for this year.$264$4.02$260$35.5$8.68$26.8
2020Detailed filing. Detailed filing data is available for this year.$226$1.54$225$24.8$8.36$16.5
2019Detailed filing. Detailed filing data is available for this year.$204$1.58$203$22.5$9.98$12.5
2018Detailed filing. Detailed filing data is available for this year.$174$1.90$172$21.8$7.96$13.8
2017Detailed filing. Detailed filing data is available for this year.$183$1.55$181$22.6$7.10$15.5
2016Detailed filing. Detailed filing data is available for this year.$160$0.78$159$17.4$6.07$11.4
2015Detailed filing. Detailed filing data is available for this year.$137$0.84$136$21.8$6.17$15.6
2014Detailed filing. Detailed filing data is available for this year.$133$0.68$132$22.7$5.83$16.9
2013Detailed filing. Detailed filing data is available for this year.$114$0.18$114$28.9$5.21$23.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.4$0.00$80.4$3.48
2011Summary only. Only limited summary data is available for this year.$54.3$0.00$54.3$7.91$2.87$5.04
2010Summary only. Only limited summary data is available for this year.$52.1$0.00$52.1$5.57$2.60$2.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$30,440,161
Mission and Program Overview

Mission

The primary purpose of the trust is to provide welfare benefits to retirees of atmos energy corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$259,889,612$273,300,071▲ $13,410,459
Investments Other Securities$256,744,913$269,965,098▲ $13,220,185
Savings and Temporary Cash Investments$3,796,474$5,564,736▲ $1,768,262
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$260,988,412$275,942,171▲ $14,953,759
Other Assets Total$447,025$412,337▼ $34,688
Liabilities
Other Liabilities$1,098,800$2,642,100▲ $1,543,300
Total Liabilities$1,098,800$2,642,100▲ $1,543,300
Net Assets / Fund Balance
Total Net Assets Fund Balance$259,889,612$273,300,071▲ $13,410,459
Total Liabilities and Net Assets / Fund Balance$260,988,412$275,942,171▲ $14,953,759

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$269,965,098--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John K AkersPresident & CEO
-Trustee
Karen E HartsfieldSenior Advisor
Christopher T ForsytheSenior VP & CFO
Jessica BatemanSenior VP, General Counsel
John M RobbinsSenior VP, Human Resources
John S McdillSenior VP, Utility Operati
Michelle FaulkVP & Controller
Richard M ThomasVP Financial Services
Dan M MeziereVP, Investor Relations & T
Conrad E GruberVP, Strategic Planning
Joel MulterVP, Tax
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,062,525
Investment Income
$21,198,569
Other Revenue
$0
Change in Net Assets
$14,542,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,590,003
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,129,091
Other Expenses---$3,590,003
Total Functional Expenses$0$0$0$8,719,094
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unrelated Business Income Tax Payable$2,642,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the management of the organization prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Atmos Post-retirement Welfare Benefit
EIN
43-6588233
Phone
9728553748
Address
5430 LBJ FREEWAY 160, DALLAS, TX 75240

Signing Officer

Name
Michelle Faulk
Title
VP & Controller
Phone
9728553748
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Faulk
Formed
1994
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE SUITE 400, DALLAS, TX 75225
Preparer
Curtis Maxfield
Phone
2143939300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Cash to accrual adjustment -1,582,213.”

Form 990, Part XII, Line 1

“The organization reports revenue and expenses on its tax return on a cash basis. The organization's audited financial statements are prepared on an accrual basis. To agree with the audited financial statements, the balance sheet in part x is reported on an accrual basis. The adjustment for other changes in net assets is the conversion from cash basis revenue and expenses to the accrual basis balance sheet.”

Raw XML Appendix345 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/Form990PartVIISectionAGrp/TitleTxt0SENIOR VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP FINANCIAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3SENIOR ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SENIOR VP, UTILITY OPERATI
IRS990/Form990PartVIISectionAGrp/TitleTxt5SENIOR VP, HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP, STRATEGIC PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP, TAX
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP, INVESTOR RELATIONS & T
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP & CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SENIOR VP, GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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IRS990/OtherExpensesGrp/Desc0FEDERAL TAXES PAID
IRS990/OtherExpensesGrp/TotalAmt03590003
IRS990/OtherLiabilitiesGrp/BOYAmt01098800
IRS990/OtherLiabilitiesGrp/EOYAmt02642100
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHELLE FAULK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02062525
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02062525
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04353882
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011457151
IRS990/PYOtherExpensesAmt04948700
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02082692
IRS990/PYRevenuesLessExpensesAmt04237261
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt09302582
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013539843
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt014542000
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0259889612
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0273300071
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03796474
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05564736
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02642100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNRELATED BUSINESS INCOME TAX PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0269965098
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX BALANCED FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0269965098
IRS990ScheduleD/TotalLiabilityAmt02642100
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE MANAGEMENT OF THE ORGANIZATION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CASH TO ACCRUAL ADJUSTMENT -1,582,213.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REPORTS REVENUE AND EXPENSES ON ITS TAX RETURN ON A CASH BASIS. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE PREPARED ON AN ACCRUAL BASIS. TO AGREE WITH THE AUDITED FINANCIAL STATEMENTS, THE BALANCE SHEET IN PART X IS REPORTED ON AN ACCRUAL BASIS. THE ADJUSTMENT FOR OTHER CHANGES IN NET ASSETS IS THE CONVERSION FROM CASH BASIS REVENUE AND EXPENSES TO THE ACCRUAL BASIS BALANCE SHEET.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 1
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0260988412
IRS990/TotalAssetsEOYAmt0275942171
IRS990/TotalAssetsGrp/BOYAmt0260988412
IRS990/TotalAssetsGrp/EOYAmt0275942171
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08719094
IRS990/TotalGrossUBIAmt021198569
IRS990/TotalLiabilitiesBOYAmt01098800
IRS990/TotalLiabilitiesEOYAmt02642100
IRS990/TotalLiabilitiesGrp/BOYAmt01098800
IRS990/TotalLiabilitiesGrp/EOYAmt02642100
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0259889612
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0273300071
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02062525
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02062525
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023261094
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt021198569
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0260988412
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0275942171
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05430 LBJ FREEWAY 160
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075240
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE FAULK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum09728553748
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATMOS POST-RETIREMENT WELFARE BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TAX-EXEMPT TRUST C/O ATMOS ENERGY CORP
ReturnHeader/Filer/BusinessNameControlTxt0ATMO
ReturnHeader/Filer/EIN0436588233
ReturnHeader/Filer/PhoneNum09728553748
ReturnHeader/Filer/USAddress/AddressLine1Txt05430 LBJ FREEWAY 160
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075240
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08343 DOUGLAS AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum02143939300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS MAXFIELD
ReturnHeader/ReturnTs02025-11-14T12:16:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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