Civic Intelligence

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

990 • Fiscal year 2019 • EIN 43-6588233

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 02, 2020

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

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.07x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

3.1%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$204,263,919

Up $30,492,951 (+18%) from 2018

Net Assets

Up

$202,685,249

Up $30,815,081 (+18%) from 2018

Liabilities

Down

$1,578,670

Down $322,130 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin91st percentile

Revenue

Up

$22,483,466

Up $684,975 (+3.1%) from 2018

Expenses

Up

$9,983,022

Up $2,022,171 (+25%) from 2018

Net Income

Down

$12,500,444

Down $1,337,196 (-9.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2019

Assets$204,263,919
Liabilities$1,578,670
Net Assets$202,685,249
Open 2019 Filing

Operations Trend

Revenue Growth44th 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

2019

Revenue$22,483,466
Expenses$9,983,022
Net Income$12,500,444
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$26,451,158
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$171,870,168$202,685,249▲ $30,815,081
Investments Other Securities$168,580,904$196,740,919▲ $28,160,015
Savings and Temporary Cash Investments$4,818,696$5,968,086▲ $1,149,390
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$173,770,968$204,263,919▲ $30,492,951
Other Assets Total$371,368$1,554,914▲ $1,183,546
Liabilities
Other Liabilities$1,900,800$1,578,670▼ $322,130
Total Liabilities$1,900,800$1,578,670▼ $322,130
Net Assets / Fund Balance
Total Net Assets Fund Balance$171,870,168$202,685,249▲ $30,815,081
Total Liabilities and Net Assets / Fund Balance$173,770,968$204,263,919▲ $30,492,951

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$196,740,919--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Tere SchuetteTrustee
John K AkersExecutive VP
-Secretary
Christopher T ForsytheSenior VP & CFO
Karen E HartsfieldSenior VP, General Counsel
John M RobbinsSenior VP, Human Resources
Conrad GruberSenior VP, Strategic Plann
David J ParkSenior VP, Utility Operati
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
$6,814,923
Investment Income
$15,668,543
Other Revenue
$0
Change in Net Assets
$12,500,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,808,600
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---$6,174,422
Other Expenses---$3,808,600
Total Functional Expenses$0$0$0$9,983,022
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$1,563,200
Payable to Custodian Recordkeeper$15,470
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 NO 160, DALLAS, TX 75240

Signing Officer

Name
Richard Thomas
Title
VP & Controller
Phone
9728553748
Signed
2020-11-02
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 1,522,250.”

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 Appendix357 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE WELFARE BENEFITS TO RETIREES OF ATMOS ENERGY CORPORATION.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt06174422
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD THOMAS
IRS990/BooksInCareOfDetail/PhoneNum09728553748
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05430 LBJ FWY THREE LINCOLN CENTRE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075240
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt06174422
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015668543
IRS990/CYOtherExpensesAmt03808600
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06814923
IRS990/CYRevenuesLessExpensesAmt012500444
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt09983022
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022483466
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PURCHASE OF INSURANCE CONTRACTS FOR PROVISION OF WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0STATE STREET BANK & TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTOPHER T FORSYTHE
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN K AKERS
IRS990/Form990PartVIISectionAGrp/PersonNm3KAREN E HARTSFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID J PARK
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN M ROBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm6CONRAD GRUBER
IRS990/Form990PartVIISectionAGrp/PersonNm7JENNIFER HILLS
IRS990/Form990PartVIISectionAGrp/PersonNm8PACE MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm9DAN MEZIERE
IRS990/Form990PartVIISectionAGrp/PersonNm10TERE SCHUETTE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0SENIOR VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP & CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3SENIOR VP, GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt4SENIOR VP, UTILITY OPERATI
IRS990/Form990PartVIISectionAGrp/TitleTxt5SENIOR VP, HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt6SENIOR VP, STRATEGIC PLANN
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP, INVESTOR RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP, TAX
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP AND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0410908
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04378600
IRS990/GrossReceiptsAmt026451158
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015257635
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt015257635
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0168580904
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0196740919
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03967692
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE WELFARE BENEFITS TO RETIREES OF ATMOS ENERGY CORPORATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0171870168
IRS990/NetAssetsOrFundBalancesEOYAmt0202685249
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0410908
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0410908
IRS990/NetUnrelatedBusTxblIncmAmt015667543
IRS990/NetUnrlzdGainsLossesInvstAmt016792387
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0371368
IRS990/OtherAssetsTotalGrp/EOYAmt01554914
IRS990/OtherChangesInNetAssetsAmt01522250
IRS990/OtherExpensesGrp/Desc0FEDERAL TAXES PAID
IRS990/OtherExpensesGrp/TotalAmt03808600
IRS990/OtherLiabilitiesGrp/BOYAmt01900800
IRS990/OtherLiabilitiesGrp/EOYAmt01578670
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD THOMAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/BusinessCd1900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05710766
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11104157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05710766
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11104157
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05166951
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013978922
IRS990/PYOtherExpensesAmt02793900
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07819569
IRS990/PYRevenuesLessExpensesAmt013837640
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07960851
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021798491
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt012500444
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0171870168
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0202685249
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04818696
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05968086
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01563200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115470
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNRELATED BUSINESS INCOME TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYABLE TO CUSTODIAN RECORDKEEPER
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0196740919
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX BALANCED FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0196740919
IRS990ScheduleD/TotalLiabilityAmt01578670
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 1,522,250.
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/TotalAssetsBOYAmt0173770968
IRS990/TotalAssetsEOYAmt0204263919
IRS990/TotalAssetsGrp/BOYAmt0173770968
IRS990/TotalAssetsGrp/EOYAmt0204263919
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09983022
IRS990/TotalGrossUBIAmt015668543
IRS990/TotalLiabilitiesBOYAmt01900800
IRS990/TotalLiabilitiesEOYAmt01578670
IRS990/TotalLiabilitiesGrp/BOYAmt01900800
IRS990/TotalLiabilitiesGrp/EOYAmt01578670
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0171870168
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0202685249
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06814923
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06814923
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022483466
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt015668543
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0173770968
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0204263919
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum09728553748
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
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/AtSubmissionFilingDeviceId0A46177609735670F35317F7A008FB0886B1856D3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.222.124.177
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:53:35
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/ReturnTs02020-11-11T13:08:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,263,919
Liabilities
$1,578,670
Net assets
$202,685,249
Revenue
$22,483,466
Expenses
$9,983,022
Net income
$12,500,444
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $100M-$250M nonprofits