2026-09-05T07:22:22-05:00 2025-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2025-01-01 730606209 NOBLE RESEARCH INSTITUTE LLC NOBL 5802235810 2510 SAM NOBLE PARKWAY ARDMORE OK 734012124 A JILL WALLACE VP & CFO 5802246227 2026-08-31 1 JOSEPHINE BEHREND P00715390 2108286281 2026-08-31 2025 A JILL WALLACE 2510 SAM NOBLE PARKWAY ARDMORE OK 734012124 59892366 0 X WWW.NOBLE.ORG X 1945 OK THE INSTITUTE GUIDES FARMERS AND RANCHERS IN APPLYING REGENERATIVE PRINCIPLES THAT (SEE SCHEDULE O) YIELD HEALTHIER SOIL, MORE PRODUCTIVE GRAZING LAND, AND BUSINESS SUCCESS. THE INSTITUTE ADVANCES THIS MISSION THROUGH APPLIED AGRICULTURAL RESEARCH, PRODUCER EDUCATION, AND CONSULTATION SERVICES THAT PROMOTE REGENERATIVE RANCHING, IMPROVE SOIL HEALTH, STRENGTHEN GRAZING SYSTEMS, ENHANCE NATURAL RESOURCE STEWARDSHIP, AND SUPPORT THE LONG-TERM PRODUCTIVITY AND PROFITABILITY OF GRAZING OPERATIONS. 1 1 227 0 2243 0 39884047 39248438 1381512 1158950 4094186 4791241 428189 786290 45787934 45984919 59850 127952 0 0 23729500 26726307 0 0 2037935 21789452 21063117 45578802 47917376 209132 -1932457 138173347 140475628 9209248 12986123 128964099 127489505 X TO GUIDE FARMERS AND RANCHERS IN APPLYING REGENERATIVE PRINCIPLES THAT YIELD HEALTHIER SOIL, MORE PRODUCTIVE GRAZING LAND, AND BUSINESS SUCCESS. (SEE SCHEDULE O) 0 0 25227527 96237 956309 THE INSTITUTE CONDUCTS APPLIED AGRICULTURAL RESEARCH TO ADVANCE REGENERATIVE RANCHING AND IMPROVE THE PRODUCTIVITY, PROFITABILITY AND RESILIENCE OF THE NATION'S GRAZING LANDS. WORKING WITH PRODUCERS AND UNIVERSITIES NATIONWIDE, RESEARCH FOCUSES ON SOIL HEALTH, GRAZING SYSTEMS, LIVESTOCK PRODUCTION, NATURAL RESOURCE MANAGEMENT, AND PRODUCER WELL-BEING. FINDINGS FROM STUDIES ON WORKING RANCHES ARE SHARED THROUGH PUBLICATIONS, CONFERENCES AND EDUCATIONAL PROGRAMS TO INFORM PRODUCER DECISION-MAKING AND SUPPORT ADOPTION OF REGENERATIVE MANAGEMENT. 16790266 31715 202641 THE INSTITUTE DESIGNS AND DELIVERS RESEARCH-BASED EDUCATION THAT EQUIPS FARMERS AND RANCHERS TO IMPROVE SOIL HEALTH, GRAZING LAND PRODUCTIVITY AND BUSINESS PROFITABILITY THROUGH REGENERATIVE MANAGEMENT. THROUGH NATIONWIDE IN-PERSON AND ONLINE COURSES, PEER NETWORKS, CONSULTATION AND DECISION-SUPPORT RESOURCES, THE INSTITUTE PROVIDES PRACTICAL GUIDANCE FOR LAND STEWARDSHIP, LIVESTOCK PRODUCTION AND LONG-TERM OPERATIONAL RESILIENCE. SINCE 2023, OVER 1,000 PRODUCERS PARTICIPATED IN EDUCATIONAL PROGRAMS, AND HUNDREDS ENGAGED IN THE PEER NETWORK. 42017793 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 132 0 1 227 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 1 1 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X A JILL WALLACE 5802235810 2510 SAM NOBLE PARKWAY ARDMORE OK 734012124 THE SAMUEL ROBERTS NOBLE FOUNDA SOLE MEMBER/MANAGER 0.00 0.00 X 0 0 0 STEVEN R RHINES PRESIDENT/CHIEF EXEC OFFICER 40.00 0.00 X 774944 0 47476 A JILL WALLACE VICE PRESIDENT & CFO 40.00 0.00 X 419874 0 33269 JEFFREY S MOEN GEN COUNSEL & CORPORATE SECRETARY 40.00 0.00 X 328742 0 54420 ELIZABETH A ALDRIDGE CORPORATE SECRETARY (UNTIL 07/25) 40.00 0.00 X 118443 0 11481 M GAYLE DONICA DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 279056 0 47585 CHARLES P CANNY DIRECTOR OF FACILITIES 40.00 0.00 X 263901 0 41581 HUGH D ALJOE DIRECTOR OF RANCHES, OUTREACH 40.00 0.00 X 254423 0 40209 LORI M CAIN DIRECTOR OF PRODUCER GUIDANCE 40.00 0.00 X 268895 0 24782 JOSEPH W BEARD DIRECTOR OF INFORMATION TECH 40.00 0.00 X 245481 0 47274 RACHAEL W DAVIS DIRECTOR OF MARKETING COMMUNICATIONS 40.00 0.00 X 200687 0 42769 ELISA N JACKSON DIRECTOR OF DEVELOPMENT 40.00 0.00 X 221018 0 21638 PATRICK T NEWMAN DIRECTOR OF BI AND ANALYTICS 40.00 0.00 X 199762 0 32912 CASEY B SMITH AVIATION & MAINTENANCE MANAGER 40.00 0.00 X 247182 0 42522 ANDREW A SEGNA ASSOCIATE GENERAL COUNSEL 40.00 0.00 X 189684 0 40376 KENNETH D COCKRELL CAPTAIN PILOT 40.00 0.00 X 193083 0 8644 JOSHUA A GASKAMP ASSOC DIRECTOR OF OUTREACH & PARTNERSHIP 40.00 0.00 X 179196 0 20635 WILLIAM B MCGEHEE CAPTAIN PILOT 40.00 0.00 X 177438 0 18113 4561809 0 575686 104 0 1 0 NABHOLZ CONSTRUCTION CORPORATION 6400 S SUPERIOR AVE OKLAHOMA CITY OK 73149 CONSTRUCTION 15030794 FRANKFURT-SHORT-BRUZA 5801 BROADWAY EXT STE 500 OKLAHOMA CITY OK 731187436 ARCHITECTURE 881085 INSPYR SOLUTIONS LLC PO BOX 737249 DALLAS TX 753737249 CONTRACT LABOR 460824 RESTORATION COATINGS LLC 2621 LOST LAKE LANE YUKON OK 73099 REPAIR & MAINTENANCE 404477 QUANTERRA SYSTEMS INC 26 PARK LANE EXETER DEVON UK EX4 9HL RESEARCH DATA PROCESSING 372000 14 88331 36816475 588142 1755490 15000 39248438 FARM OPERATIONS 110000 956309 956309 EDUCATION COURSES 110000 202641 202641 1158950 711530 711530 70469 70469 17669020 261322 13798223 52408 3870797 208914 4079711 4079711 8450 88331 56816 -48366 -48366 INSURANCE PROCEEDS 524298 370985 370985 ENERGY IMP. PROG. REBATES 611600 165653 165653 SALE OF SCRAP METALS 900099 85438 85438 142111 2243 139868 764187 45984919 1158950 2243 5575288 X 62952 62952 65000 65000 4020621 3469048 342097 209476 16284321 14050337 1385560 848424 1456930 1265910 129711 61309 3594596 3108548 316665 169383 1369839 1186087 114135 69617 63455 51957 8172 3326 123507 100862 16095 6550 71467 71467 7086810 6498898 417862 170050 546093 498509 33813 13771 233159 198688 22433 12038 1713324 1415123 197872 100329 10405 10405 1703961 1405011 212480 86470 1050173 920256 84174 45743 382955 337306 22408 23241 30962 26695 3033 1234 5232539 4834426 282960 115153 449452 374339 53387 21726 FARM OPERATIONS 812271 762374 35034 14863 REPAIRS & MAINTENANCE 691272 590152 71872 29248 PRINTING AND PUBLICATIO 147099 110123 13931 23045 EQUIPMENT 120688 104180 11733 4775 593525 570607 14754 8164 47917376 42017793 3861648 2037935 5515774 3718008 806740 512244 710562 279206 20217 15588 1157639 1736294 191458736 101563264 74603385 89895472 19545212 22783795 34833303 20848133 980515 686888 138173347 140475628 3682406 7759176 440000 5086842 5226947 9209248 12986123 X 128456999 127370505 507100 119000 128964099 127489505 138173347 140475628 X -1932457 660432 102657 -305226 X X 0 1 X 1 0 X MICHIGAN STATE UNIVERSITY EAST LANSING MI SCHEDULE A, PART I, LINE 9: IN ADDITION TO OPERATING IN CONJUNCTION WITH MICHIGAN STATE UNIVERSITY, NOBLE RESEARCH INSTITUTE PARTNERS WITH COLORADO STATE UNIVERSITY, OREGON STATE UNIVERSITY, TEXAS A&M UNIVERSITY, UNIVERSITY OF WYOMING, UNIVERSITY OF OKLAHOMA AND OKLAHOMA STATE UNIVERSITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10687764 10687764 130019500 74663441 55356059 24579917 22645721 1934196 26171555 4254102 21917453 89895472 LIMITED PARTNERSHIPS 20848133 F 20848133 POST-RETIREMENT BENEFITS 3563771 OPERATING LEASE LIABILITY 484679 OTHER LIABILITIES 1178497 5226947 X 46371315 660432 102657 -305226 457863 45913452 71467 71467 45984919 47948566 102657 102657 47845909 71467 71467 47917376 PART X, LINE 2: INCOME TAXES THE INSTITUTE FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION OR MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY IRC. THE INSTITUTE HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE INSTITUTE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN POST-RETIREMENT BENEFITS -305,226. ROOTS & REVELRY 96781 88331 8450 30698 2000 24118 96781 88331 8450 30698 2000 24118 56816 -48366 1 G BAR C OPERATIONS LLC 862557491 28500 0 GENERAL SUPPORT COLORADO STATE UNIVERSITY 846000545 GOV 22200 0 GENERAL SUPPORT UNITED WAY OF SOUTHERN CENTRAL OKLAHOMA INC 730674637 501(C)(3) 9037 0 GENERAL SUPPORT 2 1 RESEARCH FELLOWSHIP 1 65000 PART I, LINE 2: THE NOBLE RESEARCH INSTITUTE IMPLEMENTED THE LAND STEWARDSHIP AWARD IN 2025. THE PROGRAM INCLUDES A FORMAL APPLICATION PROCESS AVAILABLE THROUGH THE INSTITUTE'S WEBSITE, AND RECIPIENTS ARE SELECTED BY A COMMITTEE BASED ON ESTABLISHED CRITERIA. THE AWARD RECOGNIZES FARMERS, RANCHERS, AND LANDOWNERS WHO DEMONSTRATE EFFECTIVE LAND MANAGEMENT PRACTICES, INCLUDING IMPROVEMENTS IN SOIL HEALTH, GRAZING PRODUCTIVITY, WATER RETENTION AND QUALITY, BIODIVERSITY, AND HABITAT RESTORATION. IN ADDITION, RECIPIENTS ARE EVALUATED BASED ON THEIR COMMITMENT TO SHARING KNOWLEDGE AND MENTORING OTHERS IN THE ADOPTION OF REGENERATIVE PRACTICES. X X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 STEVEN R RHINES PRESIDENT/CHIEF EXEC OFFICER 626418 0 75423 0 73103 0 20910 0 26566 0 822420 0 0 0 A JILL WALLACE VICE PRESIDENT & CFO 359397 0 12423 0 48054 0 21000 0 12269 0 453143 0 0 0 JEFFREY S MOEN GEN COUNSEL & CORPORATE SECRETARY 297745 0 11123 0 19874 0 18453 0 35967 0 383162 0 0 0 M GAYLE DONICA DIRECTOR OF HUMAN RESOURCES 241378 0 11423 0 26255 0 16324 0 31261 0 326641 0 0 0 CHARLES P CANNY DIRECTOR OF FACILITIES 237126 0 10023 0 16752 0 14826 0 26755 0 305482 0 0 0 HUGH D ALJOE DIRECTOR OF RANCHES, OUTREACH 231097 0 12673 0 10653 0 14408 0 25801 0 294632 0 0 0 LORI M CAIN DIRECTOR OF PRODUCER GUIDANCE 259820 0 8173 0 902 0 9921 0 14861 0 293677 0 0 0 JOSEPH W BEARD DIRECTOR OF INFORMATION TECH 205208 0 10923 0 29350 0 12826 0 34448 0 292755 0 0 0 CASEY B SMITH AVIATION & MAINTENANCE MANAGER 226001 0 10938 0 10243 0 9016 0 33506 0 289704 0 0 0 RACHAEL W DAVIS DIRECTOR OF MARKETING COMMUNICATIONS 186000 0 10918 0 3769 0 8234 0 34535 0 243456 0 0 0 ELISA N JACKSON DIRECTOR OF DEVELOPMENT 216756 0 3173 0 1089 0 1553 0 20085 0 242656 0 0 0 PATRICK T NEWMAN DIRECTOR OF BI AND ANALYTICS 182745 0 8168 0 8849 0 8060 0 24852 0 232674 0 0 0 ANDREW A SEGNA ASSOCIATE GENERAL COUNSEL 182804 0 6256 0 624 0 7065 0 33311 0 230060 0 0 0 KENNETH D COCKRELL CAPTAIN PILOT 186590 0 6105 0 388 0 7837 0 807 0 201727 0 0 0 JOSHUA A GASKAMP ASSOC DIRECTOR OF OUTREACH & PARTNER 139180 0 4546 0 35470 0 8425 0 12210 0 199831 0 0 0 WILLIAM B MCGEHEE CAPTAIN PILOT 171280 0 5796 0 362 0 5280 0 12833 0 195551 0 0 0 PART I, LINE 1A THE INSTITUTE PROVIDES ITS EMPLOYEES ON PART VII, SECTION A, LINE 1A CERTAIN FRINGE BENEFITS ANCILLARY TO THEIR ORDINARY COMPENSATION; TO THE EXTENT THAT THESE FRINGE BENEFITS ARE BUSINESS RELATED, THEY ARE TREATED AS A NON-TAXABLE BENEFIT; TO THE EXTENT THEY ARE DEEMED TAXABLE EXPENSES, THEY ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III).DURING THE TAX YEAR, THE INSTITUTE OFFERED: - FIRST-CLASS OR CHARTER TRAVEL: ON LIMITED AND OCCASIONAL CIRCUMSTANCES AND PURSUANT TO AN ORGANIZATIONAL BUSINESS EXPENDITURE POLICY, EMPLOYEES WERE GRANTED AN EXCEPTION TO THE POLICY'S REQUIREMENT OF "[COMMERCIAL] ECONOMY CLASS" FOR AIR TRAVEL. ANY SUCH DEVIATION REQUIRES: (1) PRE-APPROVAL BY THE EMPLOYEE'S SUPERVISORS AND (2) A SHOWING THAT STANDARD AIRFARE WOULD REQUIRE CIRCUITOUS ROUTING, TRAVEL DURING UNREASONABLE HOURS, EXCESSIVELY PROLONGED TRAVEL, RESULT IN INCREASED COST THAT WOULD OFFSET TRANSPORTATION SAVINGS, IS NOT REASONABLY ADEQUATE FOR THE PHYSICAL OR MEDICAL NEEDS OF THE TRAVELER OR IS NOT REASONABLY AVAILABLE TO MEET TRAVEL REQUIREMENTS. AS THIS EXPENDITURE WAS INCURRED IN THE FURTHERANCE OF BUSINESS, IT HAS BEEN TREATED AS A NON-TAXABLE BENEFIT. -CERTAIN FRINGE BENEFITS ARE GROSSED UP FOR SOCIAL SECURITY AND MEDICARE TAXES FOR EMPLOYEES. THESE AMOUNTS HAVE BEEN REPORTED AS TAXABLE WAGES IN COLUMN (B)(III). - SOCIAL DUES: THE INSTITUTE PROVIDED SOCIAL CLUB DUES FOR THE PRESIDENT, VICE PRESIDENT, AND GENERAL COUNSEL. THE VALUE OF THE DUES HAS BEEN REPORTED AS TAXABLE WAGES IN COLUMN (B)(III). PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS TO THE EMPLOYEES' SECTION 457(F) PLANS ARE REPORTED IN FORM 990, SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUALS RECEIVED CONTRIBUTIONS TO A 457(F) PLAN: STEVEN P. RHINES - $18,516.18 A. JILL WALLACE - $2,072.68 PART I, LINE 7 NON-FIXED PAYMENTS AS A COMPONENT OF ITS DIRECT BENEFITS, NOBLE'S TOTAL COMPENSATION PACKAGE SUPPORTS THE MISSION, VISION AND VALUES. THESE PAYMENTS INCLUDE AN INCENTIVE PROGRAM THAT ALIGNS WITH KEY ORGANIZATIONAL GOALS AND INCLUDES BOTH INSTITUTE-WIDE AND INDIVIDUAL EFFORTS, BUT EACH OFFERS COMPENSATION IF SUCCESSFULLY COMPLETED. THE GOALS ARE DETERMINED BY THE LEADERSHIP TEAM AND ARE EVALUATED AND APPROVED BY THE LEADERSHIP TEAM. INCENTIVE PAYMENTS ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS AND ARE NOT GUARANTEED. FORM 990, PART III, LINE 4A GRAZING LANDS RESEARCH THE INSTITUTE'S GRAZING LAND-FOCUSED RESEARCH ENCOMPASSES DIFFERING ENVIRONMENTS (E.G., SILVOPASTURE, INTRODUCED PASTURE, NATIVE RANGE), PRODUCTION SYSTEMS, AND GEOGRAPHIES. IN GENERAL, THE RESEARCH CONCERNS THE OBSERVATION, MEASUREMENT, STUDY, AND ASSESSMENT OF ECOSYSTEM SERVICE RESPONSES, FARM AND RANCH RESILIENCE, AND ECONOMIC PERFORMANCE FOR DIFFERING LAND MANAGEMENT PRACTICES AND METHODOLOGIES. IT VALIDATES REPORTED RESEARCH, OFFERS NEW PUBLISHABLE INSIGHTS INTO SOIL HEALTH AND PRODUCTIVITY, AND ADDRESSES U.S. FARMER AND RANCHER CHALLENGES. THE INSTITUTE CONDUCTS THIS RESEARCH, IN PART, IN CONJUNCTION WITH BOTH LAND GRANT UNIVERSITIES AND NON-LAND GRANT COLLEGES OF AGRICULTURE. A KEY RESEARCH EMPHASIS CONCERNS SOIL HEALTH-FOCUSED MANAGEMENT IN SILVOPASTURE ENVIRONMENTS. RESEARCH MEASUREMENT AND OBSERVATION INCLUDES SOIL HEALTH, OVERALL ECOSYSTEM SERVICES RESPONSE AND ECONOMIC VIABILITY. FOR THIS RESEARCH, THE INSTITUTE IS PARTICULARLY FOCUSED ON ASSESSMENT IN PECAN ORCHARD ENVIRONMENTS - A NON-TRADITIONAL GRAZING ENVIRONMENT. THIS RESEARCH IS FUNDED THROUGH PUBLIC AND PRIVATE SOURCES. THIS RESEARCH ENTERED ITS FOURTH YEAR OF MONITORING CHANGES IN SOIL HEALTH IN THE PECAN ORCHARDS AT THE INSTITUTE, WHICH ARE UNDER REGENERATIVE MANAGEMENT WITH GRAZING LIVESTOCK USING ADAPTIVE MULTI-PADDOCK GRAZING, USE OF COVER CROPS, AND LIMITED-TO-NO INPUT APPLICATIONS. THE PROJECT FURTHER INVOLVES PRODUCER ORCHARDS ACROSS OKLAHOMA (TULSA-AREA AND SOUTH CENTRAL) AND TEXAS (NORTH CENTRAL, AUSTIN-AREA AND SOUTH CENTRAL) REPRESENTING DIFFERING MANAGEMENT STRATEGIES. THE RESEARCH SEEKS TO IDENTIFY ORCHARD MANAGEMENT PRACTICES THAT LEAD TO IMPROVED LEVELS OF SOIL HEALTH, ECOSYSTEM RESILIENCY, AND INCREASED ECONOMIC MEASURES PER ACRE. PRIMARY MEASUREMENTS WILL CONCERN THE IMPACT OF MANAGEMENT STRATEGIES ON TREE SYSTEMS AND PRODUCTS TO ACCOUNT FOR (A) SOIL HEALTH, (B) ORCHARD HEALTH, (C) FSMA-ASSOCIATED RECOMMENDED GRAZING RESTRICTIONS, AND (D) NUT NUTRIENT VALUE. ANOTHER COMPONENT OF THIS RESEARCH INVOLVES THE COLLECTION, MEASUREMENT AND QUANTIFICATION OF SHIGA TOXIN-PRODUCING E. COLI AND SALMONELLA FROM THE ORCHARD FLOOR IN CONJUNCTION WITH OKLAHOMA STATE UNIVERSITY, A LAND GRANT UNIVERSITY. A MORE TRADITIONAL GRAZING RESEARCH PROJECT ASSESSES THE IMPACT OF GRAZING MANAGEMENT ON SOIL HEALTH AND ECOLOGICAL INDICATORS IN GRAZING LANDS LOCATED IN OKLAHOMA, TEXAS, MICHIGAN, COLORADO, AND WYOMING. FUNDED IN PART BY THE FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH, THE INSTITUTE LEADS A RESEARCH COLLABORATION INVOLVING, AND OPERATING IN CONJUNCTION WITH, THE FOLLOWING LAND GRANT UNIVERSITIES: MICHIGAN STATE UNIVERISTY, COLORADO STATE UNIVERSITY, UNIVERSITY OF WYOMING, TEXAS A&M UNIVERSITY, AND OREGON STATE UNIVERSITY. THIS RESEARCH IDENTIFIES ECOLOGICAL METRICS, INFLUENCING MANAGEMENT AND RELATED SOCIOECONOMIC FACTORS, INCLUDING FARMER AND RANCHER WELL-BEING. THE RESEARCH TEAM IS INTENSIVELY MEASURING WATER AND MINERAL CYCLES, ENERGY FLOW AND COMMUNITY DYNAMICS IN CONTRASTING GRAZING MANAGEMENT STRATEGIES (ADAPTIVE VS PRESCRIPTIVE) IN TWO OF THE INSTITUTE'S RANCHES (NATIVE RANGELAND AND INTRODUCED PASTURE) AND THE OTHER UNIVERSITY HUBS (MICHIGAN STATE UNIVERSITY AND UNIVERSITY OF WYOMING). METRICS INCLUDE, BUT ARE NOT LIMITED TO, VEGETATION DIVERSITY, WATER INFILTRATION, SOIL CARBON AND NITROGEN STOCKS, CO2 EXCHANGE, SOIL MICROBES, NUTRIENT CYCLING PROCESSES, ETC. THE PROJECT FURTHER INVOLVES SIMILAR DATA COLLECTION AT ABOUT 60 VOLUNTEER-PRODUCER FARM AND RANCH SITES CONCENTRATED IN THESE SAME STATES. THESE MEASURES WILL BE MONITORED OVER AT LEAST FIVE YEARS (2021-2026). IN THE END, THE PROJECT SEEKS TO CHARACTERIZE DRIVERS AND BARRIERS TO RANCHERS' ADOPTION OF REGENERATIVE AGRICULTURE PRINCIPLES. AS MENTIONED ABOVE, PROJECT RESULTS WILL BE LONG-TERM AND INVOLVE COMPREHENSIVE SOIL HEALTH MONITORING OF DIFFERENT GRAZING MANAGEMENT STRATEGIES ACROSS UNIVERSITY AND WORKING LAND SITES. THE INTENT IS TO UNDERSTAND THE RELATIONSHIPS BETWEEN SOIL HEALTH INDICATORS AND GRAZING MANAGEMENT AS WELL AS TO INFORM GRAZING MANAGEMENT DECISIONS WITH SOCIAL, ECONOMIC AND ECOLOGICAL OUTCOMES. OUTCOMES WILL BE PUBLISHED IN ACADEMIC JOURNALS AND SHARED THROUGH SCIENTIFIC AND LAY MEETINGS AND CONFERENCES. ANOTHER KEY RESEARCH EMPHASIS INVOLVES THE MEASUREMENT AND MONITORING OF INSTITUTE RANCHES UNDER REGENERATIVE MANAGEMENT AS IT RELATES TO SOIL HEALTH, GRAZING LAND PRODUCTIVITY, AND ECONOMIC VIABILITY. THE PROJECT INCLUDED TAKING BASELINE MEASUREMENTS AT 134 SITES ACROSS SIX RANCHES AND 13,500 ACRES. THE TEAM CONTINUED ITS MONITORING OF SOILS, VEGETATION, WATER, AND WILDLIFE. MEASUREMENTS ARE TAKEN THROUGHOUT THE YEAR, FROM WATERFOWL MONITORING IN THE WINTER, SMALL MAMMAL SURVEY, AND SOIL AND VEGETATION IN THE SPRING; WATER INFILTRATION, EARTHWORMS, AVIAN ACOUSTIC MONITORING, AND TERRESTRIAL MAMMAL SURVEY IN THE SUMMER; AND VEGETATION, AND THE NATIONWIDE SNAPSHOT CAMERA MAMMAL SURVEY IN THE FALL. OUTCOMES WILL BE PUBLISHED IN ACADEMIC JOURNALS AND SHARED THROUGH SCIENTIFIC AND LAY MEETINGS AND CONFERENCES. REGARDING THE RESEARCH DESCRIBED ABOVE INVOLVING INSTITUTE RANCHES, THE INSTITUTE OPERATES AND REGENERATIVELY MANAGES SIX OKLAHOMA RANCHES TOTALING 13,500 ACRES. THE RANCHES PRODUCE CATTLE, GOATS, AND SHEEP AND, ON SOME, NATIVE AND INTRODUCED PECANS. IN ADDITION TO SERVING AS WORKING RANCHES, THESE RANCHES DEMONSTRATE REGENERATIVE MANAGEMENT FOR VISITING FARMERS AND RANCHERS, AND AS EXTENSIVELY NOTED ABOVE, SERVE AS LIVING LABORATORIES FOR OBSERVATION, MEASUREMENT, RESEARCH, AND STUDY. FORM 990, PART III, LINE 4B EDUCATION, MENTORSHIP, AND LEARNER SUPPORT THE INSTITUTE DESIGNS, DEVELOPS, AND DELIVERS TOOLS, PRODUCTS, AND SERVICES TO OWNERS, MANAGERS, AND STEWARDS OF U.S. GRAZING LANDS TO BUILD KNOWLEDGE, SKILLS, AND CONFIDENCE IN APPLICATION OF REGENERATIVE PRINCIPLES. THE INSTITUTE SEEKS TO IMPACT U.S. GRAZING LANDS ON A NATIONWIDE SCALE. LARGE-SCALE ADOPTION AND REGENERATION OF U.S. GRAZING LANDS THROUGH THE WORK OF INTENTIONAL FARMERS AND RANCHERS YIELDS IMPORTANT ECOLOGICAL BENEFITS TO THE NATIONAL LANDSCAPE. THE INSTITUTE EMPHASIZES AND OFFERS DATA THAT ILLUSTRATES THE IMPACTS OF REGENERATIVE LAND MANAGEMENT, INCLUDING: -IMPROVED SOIL HEALTH AND ECOLOGICAL FUNCTION, -IMPROVED AIR QUALITY, -IMPROVED WATER AVAILABILITY AND QUALITY, -INCREASED BIODIVERSITY (SOIL, PLANT AND ANIMAL), -ENHANCED WILDLIFE AND THEIR HABITATS, AND -SEQUESTRATION AND STORAGE OF ATMOSPHERIC CARBON. BEYOND THESE IMPORTANT ECOLOGICAL TRANSFORMATIONS, A STRONG DOMESTIC RANCHING COMMUNITY CONTRIBUTES DIRECTLY TO AVAILABILITY OF NUTRIENT-DENSE ANIMAL PROTEIN FOR HUMAN NUTRITION AND DOMESTIC FOOD SECURITY, VIABLE RURAL ECONOMIES, AND CONTINUES THE RICH WESTERN HERITAGE OF THIS NATION. THE INSTITUTE'S PRODUCER-CENTRIC EDUCATIONAL PORTFOLIO ADDRESSES RANCH OPERATONS AND MANAGEMENT HOLISTICALLY, INCLUDING LAND, LIVESTOCK, BUSINESS AND FINANCE, PEOPLE AND MANAGEMENT, AND COMMUNITY. THIS EDUCATIONAL PORTFOLIO IS IN CONTINUOUS DEVELOPMENT AND WILL CONTINUE TO GROW TO OFFER PROGRAMMING FOR DIFFERING SKILL LEVELS AND DIFFERING PRACTICE/SKILL DEVELOPMENT. THIS EDUCATIONAL PORTFOLIO GUIDES LEARNERS THROUGH EVERY STEP OF THEIR RANCH MANAGEMENT JOURNEY FROM AN INTRODUCTION TO SOIL HEALTH TO IMPROVING ECONOMIC VIABILITY TO HERD DEVELOPMENT AND GRAZING MANAGEMENT TO ADVANCED LAND AND OPERATIONAL STEWARDSHIP. THE INSTITUTE DELIVERS LEARNING, CONSULTATION AND SUPPORT THROUGH DIFFERING MODALITIES, INCUDING IN-PERSON INTERACTION, ONLINE (LIVE AND ASYNCHRONOUS), PEER NETWORKING AND DECISION TOOLS AND RESOURCES. CRITICIALLY, THE INSTITUTE'S EDUCATIONAL PORTFOLIO IS FOUNDED UPON INSTRUCTIONAL DESIGN PRINCIPLES, WHICH FOCUSES ON ADULT LEARNING UPTAKE AND RETENTION. MOREOVER, EDUCATIONAL CONTENT IS BASED ON PRACTIAL SKILLS AND USEFUL KNOWLEDGE SUPPORTED BY SCIENCE AND THE INSTITUTE'S LAND-BASED RESEARCH, WHICH ENSURES THAT THE EDUCATIONAL PORTFOLIO REMAINS DYNAMIC, PIONEERING AND SCIENTIFICALLY SOUND. LASTLY, THE INSTITUTE'S EDUCATIONAL PORTFOLIO EMPHASIZES CHANGE MANAGEMENT TO BETTER SERVE THE PRODUCER AND PROACTIVELY ADDRESS THE CHANGE IN MINDSET REQUIRED TO ADOPT AND PRACTICE NEW APPROACHES TO LAND MANAGEMENT. THE INSTITUTE'S EDUCATIONAL FRAMEWORK FACILITATES LONG-TERM TRANSFORMATION THROUGH PEER-TO-PEER NETWORKING, VIRTUAL SUPPORT, AND COMPLEMENTARY TOOLS FOR KNOWLEDGE APPLICATION AND LEARNING REINFORCEMENT. EXISTING PROGRAMS INCLUDE COURSES FOCUSED ON LIVESTOCK GRAZING MANAGEMENT, LAND OBSERVATION AND MONITORING, AND PROFITABILITY. A ROLLING THREE-YEAR CURRICULM DEVELOPMENT PLAN OFFERS A FORWARD-LOOKING ROADMAP OF PROGRAMMING DEVELOPMENT FOR FARMER, RANCHER AND LANDOWNER ENGAGEMENT. EXECUTING THIS ROADMAP, IN 2025 THE INSTITUTE INTRODUCED NEW COURSES AS WELL AS RELEASED UPDATED COURSES TO THE PUBLIC. WE ARE CURRENTLY DEVELOPING AN ONLINE PLATFORM WHICH WILL SERVE AS A TOWN SQUARE FOR PRODUCERS TO CONVENE ONLINE AND ACCESS VALUABLE TOOLS AND LEARNING RESOURCES. SINCE 2023, MORE THAN 50 IN-PERSON COURSES WERE DELIVERED TO OVER 1,000 ATTENDEESIN ONE OR MORE LOCATIONS WITHIN OKLAHOMA, TEXAS, KANSAS, MISSOURI, MONTANA, ARKANSAS, COLORADO, NEW MEXICO, OREGON, GEORGIA, CALIFORNIA, NORTH DAKOTA, WYOMING, PENNSYLVANIA, SOUTH DAKOTA, LOUISIANA, AND FLORIDA. THE INSTITUTE FACILITATES A LEARNING PEER NETWORK TO INSPIRE AND MOTIVATE PRODUCERS THROUGH BUILDING A SUSTAINED LEARNING COMMUNITY. THE PEER NETWORK INCLUDES A MONTHLY ONLINE GATHERING AND A DISCUSSION BOARD. RANCHER TO RANCHER LAUNCHED IN 2024, AND IN 2025, THE PROGRAM SERVED MORE THAN 400 PARTICIPANTS. THE DISCUSSION BOARD HAD MORE THAN 300 DISCUSSION POSTS. FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO THE INSTITUTE'S LIMITED LIABILITY OPERATING AGREEMENT, THE SAMUEL ROBERTS NOBLE FOUNDATION (THE FOUNDATION) SERVES AS THE SOLE MEMBER-MANAGER OF THE INSTITUTE. IN THIS CAPACITY, THE FOUNDATION ALSO IS REFERRED TO AS THE INSTITUTE'S "GOVERNING BODY." THE FOUNDATION MANAGES THE BUSINESS AFFAIRS AND PROPERTIES OF THE INSTITUTE, AND ALL CORPORATE POWERS SHALL BE EXERCISED BY, OR UNDER THE DIRECTION OF THE FOUNDATION. THE FOUNDATION PROVIDES LEADERSHIP FOR THE INSTITUTE TO CARRY OUT ITS CHARITABLE PURPOSES, ACT AS A GOOD STEWARD OF ITS RESOURCES, AND CONDUCT AND SUPPORT ITS ACTIVITIES IN ACCORDANCE WITH THE VISION OF FOUNDER LLOYD NOBLE. THE FOUNDATION FURTHER DIRECTS MANAGEMENT TO FORMALIZE AND IMPLEMENT THE INSTITUTE'S STRATEGIC PLAN. THE FOUNDATION IS AN INDEPENDENT MEMBER, AS THE FOUNDATION IS A SECTION 501(C)(3) PRIVATE NON-OPERATING FOUNDATION THAT HAS NO VESTED FINANCIAL INTEREST IN THE SUCCESS OF THE INSTITUTE. THE FOUNDATION, AS THE SOLE MEMBER-MANAGER, IS NOT DEEMED TO LACK INDEPENDENCE MERELY BECAUSE IT IS A DONOR TO THE INSTITUTE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS PURSUANT TO THE INSTITUTE'S LIMITED LIABILITY OPERATING AGREEMENT, THE SAMUEL ROBERTS NOBLE FOUNDATION (THE FOUNDATION) SERVES AS THE SOLE MEMBER-MANAGER OF THE INSTITUTE. IN THIS CAPACITY, THE FOUNDATION ALSO IS REFERRED TO AS THE INSTITUTE'S "GOVERNING BODY." FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE OF THE GOVERNING BODY (THE SAMUEL ROBERTS NOBLE FOUNDATION) BY THE INSTITUTE'S TAX PREPARERS. A FINAL COPY IS MADE AVAILABLE TO THE GOVERNING BODY WITH SUFFICIENT TIME TO PROVIDE COMMENTS AND REVISIONS TO FORM 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY OFFICERS AND KEY EMPLOYEES ANNUALLY SUBMIT INFORMATION DISCLOSURE FORMS TO DISCLOSE FINANCIAL/BUSINESS RELATIONSHIPS AND POTENTIAL CONFLICTS OF INTEREST (COI). THE ORGANIZATION'S PRESIDENT ADDRESSES ANY QUESTIONS OR UNCERTAINTIES REGARDING THE COI DISCLOSURES. SUBMITTED FORMS ARE REVIEWED AND ARCHIVED BY THE CORPORATE SECRETARY OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS: AN INTERNAL REVIEW AND ANALYSIS IS COMPLETED EVERY TWO YEARS WHICH CONSIDERS THE ORGANIZATION'S STRATEGIC PLAN, COMPENSATION PHILOSOPHY, PREVAILING MARKET PRACTICES AND RELEVANT REGULATORY MANDATES. AN OUTSIDE NATIONALLY RECOGNIZED COMPENSATION CONSULTANT IS USED AT LEAST EVERY THREE YEARS TO REVIEW OUR COMPENSATION PROGRAM. THE REVIEW AND ANALYSIS ARE PRESENTED TO THE INSTITUTE'S GOVERNING BODY (THE SAMUEL ROBERTS NOBLE FOUNDATION) FOR CONSIDERATION. THE GOVERNING BODY DETERMINES THE COMPENSATION FOR THE PRESIDENT/CEO BASED UPON MARKET REVIEW DATA AND PERFORMANCE. THE COMPENSATION FOR ALL OTHER OFFICERS AND EXECUTIVE TEAM MEMBERS IS DETERMINED BY THE PRESIDENT/CEO BASED UPON MARKET REVIEW DATA AND PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION'S DOCUMENTS OPEN TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ANNUAL FORM 990 ARE PROVIDED TO THE PUBLIC THROUGH A LINK ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL ADVISORY SERVICES: PROGRAM SERVICE EXPENSES 3,971,951. MANAGEMENT AND GENERAL EXPENSES 417,854. FUNDRAISING EXPENSES 170,047. TOTAL EXPENSES 4,559,852. VETERINARY: PROGRAM SERVICE EXPENSES 21,785. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,785. PARTICIPANT SUPPORT COSTS: PROGRAM SERVICE EXPENSES 142,049. MANAGEMENT AND GENERAL EXPENSES 8. FUNDRAISING EXPENSES 3. TOTAL EXPENSES 142,060. SUBAWARDS: PROGRAM SERVICE EXPENSES 2,363,113. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,363,113. FORM 990, PART XI, LINE 9: CHANGE IN POST-RETIREMENT BENEFITS -305,226. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION OF ITS OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES HAS NOT CHANGED FROM THE PRIOR YEAR. THE SAMUEL ROBERTS NOBLE FOUNDATION 2510 SAM NOBLE PARKWAY ARDMORE OK 734012124 815328519 GRANT-MAKING OK 501(C)(3) PF N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 PART V, LINE 10: THE INSTITUTE PROVIDES SERVICES TO ITS GOVERNING BODY (THE SAMUEL ROBERTS NOBLE FOUNDATION) UNDER A SHARED SERVICES AGREEMENT BETWEEN THE INSTITUTE AND THE FOUNDATION. EMPLOYEES PROVIDING THE SERVICES ARE THE COMMON-LAW EMPLOYEES OF THE INSTITUTE AND ARE UNDER THE INSTITUTE'S DIRECTION AND CONTROL. THE COST OF THESE SERVICES PROVIDED UNDER THE SHARED SERVICES AGREEMENT ARE REIMBURSED BY THE FOUNDATION TO THE INSTITUTE.