ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST C/O ATMOS ENERGY CORP

EIN: 436588233

DALLAS, TX

Total Revenue
$13,539,843
Total Expenses
$9,302,582
Total Assets
$260,988,412
Net Assets
$259,889,612
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
TX
Principal Officer
RICHARD THOMAS
Phone
9728553748
Tax Period
2023-01-01 to 2023-12-31

ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST C/O ATMOS ENERGY CORP, founded in 1994, is a mid-sized nonprofit that reported $13.5M in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.2M, a strong 31% operating margin.

Mission

THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE WELFARE BENEFITS TO RETIREES OF ATMOS ENERGY CORPORATION.

Program Service Accomplishments

Program 1

PURCHASE OF INSURANCE CONTRACTS FOR PROVISION OF WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,082,692
Investment Income $11,457,151
Other Revenue $0
TOTAL REVENUE $13,539,843

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $4,948,700
TOTAL EXPENSES $9,302,582

Year-over-Year Comparison

2023 2022 Change
Revenue $13,539,843 $22,984,139 -0.4%
Expenses $9,302,582 $8,095,657 +0.1%
Net Income $4,237,261 $14,888,482 -0.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTOPHER T FORSYTHE SENIOR VP & CFO 1.00
Officer Director
$0 $0 $0
RICHARD M THOMAS VP & CONTROLLER 1.00
Officer Director
$0 $0 $0
JOHN K AKERS PRESIDENT & CEO 1.00
Director
$0 $0 $0
KAREN E HARTSFIELD SENIOR VP, GENERAL COUNSEL 1.00
Director
$0 $0 $0
JOHN S MCDILL SENIOR VP, UTILITY OPERATI 1.00
Director
$0 $0 $0
JOHN M ROBBINS SENIOR VP, HUMAN RESOURCES 1.00
Director
$0 $0 $0
CONRAD E GRUBER VP, STRATEGIC PLANNING 1.00
Director
$0 $0 $0
JOEL MULTER VP, TAX 1.00
Director
$0 $0 $0
DAN M MEZIERE VP, INVESTOR RELATIONS & T 1.00
Director
$0 $0 $0
N/A TRUSTEE 1.00
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $13,539,843 $9,302,582 $260,988,412 $4,237,261
2022 $22,984,139 $8,095,657 $237,335,009 $14,888,482
2021 $35,456,570 $8,679,339 $263,895,658 $26,777,231
2020 $24,843,098 $8,357,250 $226,106,699 $16,485,848
2019 $22,483,466 $9,983,022 $204,263,919 $12,500,444
2018 $21,798,491 $7,960,851 $173,770,968 $13,837,640
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