Civic Intelligence

Atmos Post-Retirement Welfare Benefit Tax-Exempt Trust C/O Atmos Energy Corp

990 • Fiscal year 2011 • EIN 43-6588233

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 12, 2012

Organization ProfileN/A
5430 Lbj Fwy Three Lincoln CentreNo 16075240
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$54,318,182

Flat from 2011

Net Assets

Flat

$54,318,182

Flat from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$2,867,529

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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 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

2011

Assets$54,318,182
Liabilities$0
Net Assets$54,318,182
Open 2011 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Revenue 2010: $5,567,591Expenses 2010: $2,601,416Net Income 2010: $2,966,1752010Expenses 2011: $2,867,5292011Revenue 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

2011

Revenue-
Expenses$2,867,529
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 12, 2012
Return Version
2011v1.2
Gross Receipts
$8,202,120
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
43-6588233
Raw XML Appendix301 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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IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation2NET UNREALIZED LOSSES ON INVESTMENTS: -2,824,384.
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0436588233
ReturnHeader/Filer/Name/BusinessNameLine10ATMOS POST-RETIREMENT WELFARE BENEFIT
ReturnHeader/Filer/Name/BusinessNameLine20TAX-EXEMPT TRUST C/O ATMOS ENERGY CORP
ReturnHeader/Filer/NameControl0ATMO
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ReturnHeader/Officer/Title0VP & CONTROLLER
ReturnHeader/PreparerFirm/EIN0752393478
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WHITLEY PENN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108343 DOUGLAS AVENUE SUITE 400
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ReturnHeader/Preparer/Phone02143939300
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T11:51:24-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$54,318,182
Liabilities
$0
Net assets
$54,318,182
Revenue
-
Expenses
$2,867,529
Net income
-
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
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.3$0.00$54.3$2.87
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