Civic Intelligence

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

990 • Fiscal year 2018 • EIN 43-6588233

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A
5430 Lbj Freeway No 160Dallas, TX 75240

(972) 855-3748

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

58th percentile

0.09x

Higher debt load relative to revenue than 58% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Net Margin

95th percentile

63%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Asset Growth

33rd percentile

-4.8%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-3.6%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$173,770,968

Down $8,754,603 (-4.8%) from 2017

Net Assets

Down

$171,870,168

Down $9,108,103 (-5.0%) from 2017

Liabilities

Up

$1,900,800

Up $353,500 (+23%) from 2017

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Down

$21,798,491

Down $811,061 (-3.6%) from 2017

Expenses

Up

$7,960,851

Up $862,136 (+12%) from 2017

Net Income

Down

$13,837,640

Down $1,673,197 (-11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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 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

2018

Assets$173,770,968
Liabilities$1,900,800
Net Assets$171,870,168
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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: $2,966,1752010Revenue 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

2018

Revenue$21,798,491
Expenses$7,960,851
Net Income$13,837,640
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$24,156,723
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$180,978,271$171,870,168▼ $9,108,103
Investments Other Securities$176,791,444$168,580,904▼ $8,210,540
Savings and Temporary Cash Investments$4,889,802$4,818,696▼ $71,106
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$182,525,571$173,770,968▼ $8,754,603
Other Assets Total$844,325$371,368▼ $472,957
Liabilities
Other Liabilities$1,547,300$1,900,800▲ $353,500
Total Liabilities$1,547,300$1,900,800▲ $353,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$180,978,271$171,870,168▼ $9,108,103
Total Liabilities and Net Assets / Fund Balance$182,525,571$173,770,968▼ $8,754,603

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$168,580,904--
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Tere SchuetteTrustee
John K AkersExecutive VP
-Secretary
Christopher T ForsytheSenior VP & CFO
Karen E HartsfieldSenior VP, General Counsel & Corporate Secretary
John M RobbinsSenior VP, Human Resources
Conrad GruberSenior VP, Strategic Planning
David J ParkSenior VP, Utility Operations
Richard ThomasVP & Controller
Dan MeziereVP and Treasurer
Jennifer HillsVP, Investor Relations
Pace McdonaldVP, Tax
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,819,569
Investment Income
$13,978,922
Other Revenue
$0
Change in Net Assets
$13,837,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,793,900
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---$5,166,951
Other Expenses---$2,793,900
Total Functional Expenses$0$0$0$7,960,851
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$1,900,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 NO 160, DALLAS, TX 75240

Signing Officer

Name
Richard Thomas
Title
VP & Controller
Phone
9728553748
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Thomas
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 -830,819.”

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 Appendix355 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 & CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3SENIOR VP, GENERAL COUNSEL & CORPORATE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SENIOR VP, UTILITY OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt5SENIOR VP, HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt6SENIOR VP, STRATEGIC PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP, INVESTOR RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP, TAX
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP AND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0180978271
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0171870168
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04889802
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04818696
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01900800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNRELATED BUSINESS INCOME TAX PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0168580904
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX BALANCED FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0168580904
IRS990ScheduleD/TotalLiabilityAmt01900800
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 -830,819.
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/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0182525571
IRS990/TotalAssetsEOYAmt0173770968
IRS990/TotalAssetsGrp/BOYAmt0182525571
IRS990/TotalAssetsGrp/EOYAmt0173770968
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07960851
IRS990/TotalGrossUBIAmt013978922
IRS990/TotalLiabilitiesBOYAmt01547300
IRS990/TotalLiabilitiesEOYAmt01900800
IRS990/TotalLiabilitiesGrp/BOYAmt01547300
IRS990/TotalLiabilitiesGrp/EOYAmt01900800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0180978271
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0171870168
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07819569
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07819569
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021798491
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt013978922
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0182525571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0173770968
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05430 LBJ FREEWAY NO 160
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075240
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum09728553748
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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 NO 160
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075240
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01ADADEC269979A378DBDAD10983A387656B69F40
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.51.12.244
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:19:59
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/ReturnTs02019-11-15T08:30:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,770,968
Liabilities
$1,900,800
Net assets
$171,870,168
Revenue
$21,798,491
Expenses
$7,960,851
Net income
$13,837,640
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