ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST C/O ATMOS ENERGY CORP (EIN 436588233) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

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

Total Directors

Key Employees

Highest Compensated

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

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