Nonprofit · EIN 43-6588233
ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST
Tax-exempt · DALLAS, TX 75240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $23,261,094 | $8,719,094 | $14,542,000 | $275,942,171 | $2,642,100 | $273,300,071 |
| December 31, 2023 | 990 | $13,539,843 | $9,302,582 | $4,237,261 | $260,988,412 | $1,098,800 | $259,889,612 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,062,525
- Investment income
- $21,198,569
- Net gain from sales of assets
- $1,013,033
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,129,091
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $260,988,412
- Total assets, end of year
- $275,942,171
- Total liabilities, end of year
- $2,642,100
- Net assets, end of year
- $273,300,071
- Gross unrelated business income
- $21,198,569
- Gross receipts
- $30,440,161
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER T FORSYTHE | SENIOR VP & CFO Trustee or director, Officer | 1 | $0 |
| RICHARD M THOMAS | VP FINANCIAL SERVICES Trustee or director | 1 | $0 |
| JOHN K AKERS | PRESIDENT & CEO Trustee or director | 1 | $0 |
| KAREN E HARTSFIELD | SENIOR ADVISOR Trustee or director | 1 | $0 |
| JOHN S MCDILL | SENIOR VP, UTILITY OPERATI Trustee or director | 1 | $0 |
| JOHN M ROBBINS | SENIOR VP, HUMAN RESOURCES Trustee or director | 1 | $0 |
| CONRAD E GRUBER | VP, STRATEGIC PLANNING Trustee or director | 1 | $0 |
| JOEL MULTER | VP, TAX Trustee or director | 1 | $0 |
| DAN M MEZIERE | VP, INVESTOR RELATIONS & T Trustee or director | 1 | $0 |
| MICHELLE FAULK | VP & CONTROLLER Trustee or director, Officer | 1 | $0 |
| JESSICA BATEMAN | SENIOR VP, GENERAL COUNSEL Trustee or director | 1 | $0 |
| STATE STREET BANK & TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER T FORSYTHE | SENIOR VP & CFO Trustee or director, Officer | 1 | $0 |
| RICHARD M THOMAS | VP & CONTROLLER Trustee or director, Officer | 1 | $0 |
| JOHN K AKERS | PRESIDENT & CEO Trustee or director | 1 | $0 |
| KAREN E HARTSFIELD | SENIOR VP, GENERAL COUNSEL Trustee or director | 1 | $0 |
| JOHN S MCDILL | SENIOR VP, UTILITY OPERATI Trustee or director | 1 | $0 |
| JOHN M ROBBINS | SENIOR VP, HUMAN RESOURCES Trustee or director | 1 | $0 |
| CONRAD E GRUBER | VP, STRATEGIC PLANNING Trustee or director | 1 | $0 |
| JOEL MULTER | VP, TAX Trustee or director | 1 | $0 |
| DAN M MEZIERE | VP, INVESTOR RELATIONS & T Trustee or director | 1 | $0 |
| STATE STREET BANK & TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5430 LBJ FREEWAY 160, DALLAS, TX 75240-2630
- In care of
- % ATMOS ENERGY CORP
- Principal officer (990 for 2024)
- MICHELLE FAULK, 5430 LBJ FREEWAY 160, DALLAS, TX 75240
- Signed the 990
- MICHELLE FAULK, VP & CONTROLLER
- Phone
- (972) 855-3748
- Return prepared by
- WHITLEY PENN LLP
Mission
THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE WELFARE BENEFITS TO RETIREES OF ATMOS ENERGY CORPORATION.
Program accomplishments
- PURCHASE OF INSURANCE CONTRACTS FOR PROVISION OF WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-6588233
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $275,942,171
- Income (IRS master file)
- $30,440,161
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $23,261,094 | $8,719,094 | $275,942,171 | IRS |
| 990 | December 2023 | $13,539,843 | $9,302,582 | $260,988,412 | XML |
| 990 | December 2022 | $22,984,139 | $8,095,657 | $237,335,009 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6588233).
Questions about ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST
- What is the EIN of ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST?
- The employer identification number (EIN) of ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST is 43-6588233.
- Is ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST?
- The 990 for the year ended December 31, 2024 names MICHELLE FAULK.
- Who are the officers and directors of ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does ATMOS POST-RETIREMENT WELFARE BENEFIT TAX-EXEMPT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $23,261,094, expenses of $8,719,094 and total assets of $275,942,171 at year end.
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