Form 990 for tax year 2022

Filed by NOBLE RESEARCH INSTITUTE LLC.

Totals

Total revenue: $44,525,560
Total expenses: $49,597,265
Contributions and grants received: $42,291,147
Grants paid: $0
Program service revenue: $1,267,635
Investment income: $673,824
Other revenue: $292,954
Total assets, end of year: $139,800,789
Total liabilities, end of year: $12,536,607
Net assets or fund balances, end of year: $127,264,182
Program services expenses (Part IX): $42,125,525
Management and general expenses: $6,248,660
Fundraising expenses: $1,223,080
Program service expenses (Part III): $42,125,525

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1d · Related organizations

$40,500,000
1e · Government grants (contributions)

$201,897
1f · All other contributions, gifts and grants

$1,589,250
1g · Noncash contributions included above

$360
2a · Program service revenue: FARM PRODUCTS

total $1,259,138 · related or exempt $1,259,138
2b · Program service revenue: FARM OPERATIONS

total $8,497 · related or exempt $8,497
3 · Investment income

total $594,451 · excluded $594,451
5 · Royalties

total $200,005 · excluded $200,005
7a · Gross sales of assets other than inventory

securities $14,098,710 · other assets $2,142,517
7b · Less cost or other basis and sales expenses

securities $13,882,612 · other assets $2,279,242
7c · Gain or loss

securities $216,098 · other assets -$136,725
7d · Net gain or loss

total $79,373 · excluded $79,373
11a · Other revenue: REIMBURSED EXPENSES

total $79,619 · excluded $79,619
11b · Other revenue: ADVERTISING

total $11,005 · unrelated business $11,005
11c · Other revenue: SURFACE DAMAGES

total $2,325 · excluded $2,325
11e · Other revenue, total

$92,949

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $3,503,385 · program services $2,948,153 · management and general $439,672 · fundraising $115,560
6 · Compensation of disqualified persons

total $327,472 · program services $276,533 · management and general $39,865 · fundraising $11,074
7 · Other salaries and wages

total $12,926,147 · program services $10,915,443 · management and general $1,573,584 · fundraising $437,120
8 · Pension plan contributions

total $1,020,562 · program services $836,479 · management and general $154,506 · fundraising $29,577
9 · Other employee benefits

total $4,216,103 · program services $3,510,374 · management and general $590,706 · fundraising $115,023
10 · Payroll taxes

total $1,120,839 · program services $948,136 · management and general $135,566 · fundraising $37,137
11b · Fees: legal

total $191,080 · program services $169,719 · management and general $18,728 · fundraising $2,633
11c · Fees: accounting

total $148,589 · program services $116,627 · management and general $28,021 · fundraising $3,941
11f · Fees: investment management

total $78,623 · management and general $78,623
11g · Fees: other

total $1,790,627 · program services $1,488,851 · management and general $250,647 · fundraising $51,129
12 · Advertising and promotion

total $80,318 · program services $63,107 · management and general $15,089 · fundraising $2,122
13 · Office expenses

total $267,561 · program services $211,138 · management and general $48,787 · fundraising $7,636
14 · Information technology

total $1,442,144 · program services $1,149,766 · management and general $256,120 · fundraising $36,258
16 · Occupancy

total $2,373,655 · program services $1,869,856 · management and general $440,837 · fundraising $62,962
17 · Travel

total $254,685 · program services $234,552 · management and general $16,351 · fundraising $3,782
19 · Conferences, conventions and meetings

total $137,319 · program services $115,609 · management and general $19,033 · fundraising $2,677
20 · Interest

total $38,500 · program services $30,219 · management and general $7,260 · fundraising $1,021
22 · Depreciation, depletion and amortization

total $5,656,009 · program services $5,132,092 · management and general $459,321 · fundraising $64,596
23 · Insurance

total $924,712 · program services $725,803 · management and general $174,385 · fundraising $24,524
24a · Other expenses: FACILITY EXPENSES

total $7,183,769 · program services $5,729,309 · management and general $1,275,133 · fundraising $179,327
24b · Other expenses: COOP RESEARCH PROGRAM

total $2,245,472 · program services $2,245,472
24c · Other expenses: DATA SERVICES

total $995,905 · program services $995,905
24d · Other expenses: LIVESTOCK EXPENSES

total $866,249 · program services $866,249
24e · All other expenses

total $1,807,540 · program services $1,546,133 · management and general $226,426 · fundraising $34,981

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $120,345 · end of year $0
2 · Savings and temporary cash investments

beginning of year $7,240,517 · end of year $9,401,055
3 · Pledges and grants receivable

beginning of year $1,297,162 · end of year $957,012
4 · Accounts receivable

beginning of year $402,028 · end of year $712,424
8 · Inventories for sale or use

beginning of year $24,545 · end of year $19,708
9 · Prepaid expenses and deferred charges

beginning of year $1,934,878 · end of year $1,642,041
10a · Land, buildings and equipment: cost or other basis

$176,353,779
10b · Land, buildings and equipment: accumulated depreciation

$96,202,825
10c · Land, buildings and equipment, net

beginning of year $80,570,207 · end of year $80,150,954
11 · Investments: publicly traded securities

beginning of year $29,219,376 · end of year $22,451,421
12 · Investments: other securities

beginning of year $28,821,540 · end of year $24,303,255
15 · Other assets

beginning of year $0 · end of year $162,919
17 · Accounts payable and accrued expenses

beginning of year $6,766,549 · end of year $7,658,229
23 · Secured mortgages and notes payable

beginning of year $770,000 · end of year $660,000
25 · Other liabilities

beginning of year $3,514,858 · end of year $4,218,378
27 · Net assets without donor restrictions

beginning of year $136,081,469 · end of year $126,299,651
28 · Net assets with donor restrictions

beginning of year $2,497,722 · end of year $964,531

Mission and programs · 2022

Mission

TO GUIDE FARMERS AND RANCHERS IN APPLYING REGENERATIVE PRINCIPLES THAT YIELD HEALTHIER SOIL, MORE PRODUCTIVE GRAZING LAND, AND BUSINESS SUCCESS. (SEE SCHEDULE O)AS THE PRIMARY TOOL FOR LAND TRANSFORMATION, THE INSTITUTE SEEKS TO ENGAGE AND BUILD KNOWLEDGE, SKILLS AND CONFIDENCE IN U.S. FARMERS AND RANCHERS THROUGH INSTITUTE-HOSTED EDUCATIONAL EXPERIENCES.THESE EXPERIENCES PROVIDE PATHWAYS FOR TRANSFERRING INSTITUTE RESEARCH OUTCOMES AND OPERATIONAL EXPERIENCES. THE INSTITUTE CONDUCTS PRACTICAL, GRAZING LAND-FOCUSED AGRICULTURE RESEARCH TO OBSERVE, MEASURE, STUDY, AND ASSESS THE ECOSYSTEM SERVICE RESPONSES TO LAND MANAGEMENT. THIS LANDSCAPE-SCALE RESEARCH OCCURS ON INSTITUTE RANCHES AS WELL AS OTHER U.S. GRAZING PROPERTIES. THIS RESEARCH IS PERFORMED, IN PART, IN CONJUNCTION WITH BOTH LAND GRANT UNIVERSITIES AND NON-LAND GRANT COLLEGES OF AGRICULTURE. THE INSTITUTE FURTHER REGENERATIVELY MANAGES ALMOST 14,000 ACRES OF INTRODUCED PASTURE AND NATIVE GRAZING LANDS IN SOUTHERN OK.

Activities or mission (Part I)

THE INSTITUTE'S EXEMPT PURPOSE IS TO PERFORM AGRICULTURAL RESEARCH IN THE PUBLIC (SEE SCHEDULE O) INTEREST WITH THE GOAL OF ECOLOGICALLY REGENERATING U.S. GRAZING LANDS THROUGH GUIDING FARMERS AND RANCHERS IN APPLYING REGENERATIVE PRINCIPLES.

GRAZING LANDS RESEARCHTHE INSTITUTE'S GRAZING LAND-FOCUSED RESEARCH ENCOMPASSES DIFFERING ENVIRONMENTS (E.G., SILVOPASTURE, INTRODUCED PASTURE, NATIVE RANGE), PRODUCTION SYSTEMS, AND GEOGRAPHIES, BUT THEY COLLECTIVELY REPRESENT A COMMON APPROACH OF PRACTICAL, GRAZING LAND RESEARCH TO OBSERVE, MEASURE, STUDY, AND ASSESS THE ECOSYSTEM SERVICE RESPONSES TO LAND MANAGEMENT ACCORDINGLY TO THE SIX SOIL HEALTH PRINCIPLES. THIS RESEARCH SEEKS TO APPLY SCIENCE TO VALIDATE REPORTED RESEARCH, OFFER NEW PUBLISHABLE INSIGHTS INTO SOIL HEALTH AND PRODUCTIVITY, AND ADDRESS U.S. FARMER AND RANCHER CHALLENGES.(SEE SCHEDULE O)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 ENVRIONMENTS. RESEARCH MEASUREMENT AND OBSERVATION INCLUDES SOIL HEALTH, OVERALL ECOSYSTEM SERVICES RESPONSE AND ECONOMIC VIABILITY. THE INSTITUTE IS PARTICULARLY FOCUSED ON ASSESSMENT IN PECAN ORCHARD ENVIRONMENTS.THE RESEARCH ENTERED ITS FIRST YEAR OF MONITORING CHANGES IN SOIL HEALTH IN THE 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 WILL ENCOMPASS EXTERNAL ORCHARDS ACROSS OKLAHOMA (TULSA-AREA AND SOUTH CENTRAL) AND TEXAS (NORTH CENTRAL, AUSTIN-AREA AND SOUTH CENTRAL) REPRESENTING DIFFERENT MANAGEMENT STRATEGIES TO IDENTIFY ORCHARD 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 COMMODITY TREE SYSTEMS AND PRODUCTS TO ACCOUNT FOR (A) SOIL HEALTH, (B) ORCHARD HEALTH, (C) FSMA-ASSOCIATED RECOMMENDED GRAZING RESTRICTIONS, AND (D) NUT NUTRIENT VALUE.ONE COMPONENT OF THIS RESEARCH INVOLVES THE COLLECTION, MEASUREMENT AND QUANTIFICATION OF E. COLI FROM THE ORCHARD FLOOR IN CONJUNCTION WITH OKLAHOMA STATE UNIVERSITY, A LAND GRANT UNIVERSITY.ANOTHER KEY RESEARCH EMPHASIS 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 UNIVERSIITES: MICHIGAN STATE UNIVERISTY, COLORADO STATE UNIVERSITY, UNIVERSITY OF WYOMING, TEXAS A&M UNIVERSITY, AND OREGON STATE UNIVESITY. THE RESEARCH INVOLVES IDENTIFYING 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 BERMUDAGRASS BASED 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. THESE MEASURES WILL BE MONITORED OVER FIVE YEARS. THE GOAL IS TO CHARACTERIZE DRIVERS AND BARRIERS TO RANCHERS' ADOPTION OF REGENERATIVE AGRICULTURE PRINCIPLES. PROJECT RESULTS WILL BE LONG-TERM AND COMPREHENSIVE SOIL HEALTH MONITORING OF DIFFERENT GRAZING MANAGEMENT STRATEGIES AND PUBLISHED RESULTS. 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.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 144 SITES ACROSS SIX RANCHES AND 1,400 ACRES. THE TEAM CONCLUDED ITS FIRST YEAR OF MONITORING THE SOILS, VEGETATION, WATER, AND WILDLIFE. MEASUREMENTS ARE TAKEN THROUGHOUT THE YEAR, FROM WATERFOWL MONITORING IN THE WINTER, SMALL MAMMAL SURVEY, SURFACE WATER QUALITY, AND SOIL AND VEGETATION IN THE SPRING; WATER INFILTRATION, EARTHWORMS, AVIAN ACOUSTIC MONITORING, AND TERRESTRIAL MAMMAL SURVEY IN THE SUMMER; AND SURFACE WATER QUALITY, VEGETATION, POLLINATOR SURVEY, AND THE NATIONWIDE SNAPSHOT CAMERA MAMMAL SURVEY IN THE FALL.ONE COMPONENT OF THIS RESEARCH INVOLVES THE MEASUREMENT AND QUANTIFICATION OF SOIL BIOLOGICAL POPULATIONS IN CONJUNCTION WITH AT LEAST THE UNIVERSITY OF OKLAHOMA, A NON-LAND GRANT UNIVERSITY COLLEGE OF AGRICULTURE.PROJECT OUTCOMES WILL BE PUBLISHED AND BROADLY DISSEMINATED.REGARDING THE RESEARCH DESCRIBED ABOVE INVOLVING INSTITUTE RANCHES, THE INSTITUTE OPERATES AND REGENERATIVELY MANAGES SEVEN OKLAHOMA RANCHES TOTALING ALMOST 14,000 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.

Expenses $30,852,861 · Revenue $1,267,635
EDUCATION, MENTORSHIP, AND LEARNER SUPPORTTHE 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: (SEE SCHEDULE O) -IMPROVED SOIL HEALTH AND ECOLOGICAL FUNCTION, -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.WHILE INITIATED IN 2022 FOR DEVELOPMENT THROUGH EARLY 2024, THE INSTITUTE'S PRODUCER-CENTRIC EDUCATIONAL PORTFOLIO WILL ADDRESS RANCH OPERATONS AND MANAGEMENT HOLISTICALLY, INCLUDING LAND, LIVESTOCK, BUSINESS AND FINANCE, PEOPLE AND MANAGEMENT, AND COMMUNITY. THIS PORTFOLIO WILL GUIDE LEARNERS THROUGH EVERY STEP OF THEIR REGENERATIVE 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 WILL DELIVER LEARNING, MENTORSHIP AND SUPPORT THROUGH DIFFERING MODALITIES, INCUDING IN-PERSON INTERACTION, ONLINE (LIVE AND ASYNCHRONOUS) LEARNING, PEER NETWORKING AND DECISION TOOLS AND RESOURCES. CRITICIALLY, THE PORTFOLIO WILL BE FOUNDED ON SCIENCE AND THE INSTITUTE'S LAND-BASED RESEARCH, WHICH ENSURES THAT SUCH EDUCATIONAL PORTFOLIO REMAINS DYNAMIC, PIONEERING AND SCIENTIFICALLY SOUND. THE INSTITUTE'S EDUCATIONAL PORTFOLIO IS BEING DESIGNED FOR THE ADULT LEARNER AND EMPHASIZES CHANGE MANAGEMENT TO BETTER SERVE THE PRODUCER AND PROACTIVELY ADDRESS THE CHANGE IN MINDSET REQUIRED TO EMBRACE A NEW APPROACH TO LAND MANAGEMENT. THE EDUCATIONAL SERVICES WILL FACILITATE LONG-TERM TRANSFORMATION THROUGH PEER-TO-PEER NETWORKING, VIRTUAL SUPPORT, AND COMPLEMENTARY TOOLS FOR KNOWLEDGE APPLICATION AND LEARNING REINFORCEMENT. FOUNDATIONAL PROGRAMS IN DEVELOPMENT INCLUDE COURSES SUCH AS ESSENTIALS OF REGENERATIVE RANCHING AND ESSENTIALS OF GRAZING.IN ADDITION, THE INSTITUTE WILL FACILITATE AN INITIAL LEARNING PEER NETWORK TO INSPIRE AND MOTIVATE PRODUCERS THROUGH BUILDING A SUSTAINED LEARNING COMMUNITY.

Expenses $11,272,664
N/A

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

The Samuel Roberts Noble FoundationTHE SAMUEL ROBERTS NOBLE FOUNDATION

SOLE MEMBER/MANAGER

Total calculated

$0

Hours/week

0
Steven P RhinesSTEVEN P RHINES

PRESIDENT / CHIEF EXECUTIVE OFFICER

Total calculated

$776,760

From this org

$680,446

From related orgs

$0

Other

$96,314

Hours/week

40

Schedule J breakdown matched by us

Base

$582,728

Bonus

$76,728

Other

$20,990

Deferred

$69,200

Nontaxable benefits

$27,114

Filer's total

$776,760
A Jill WallaceA JILL WALLACE

VICE PRESIDENT & CFO

Total calculated

$420,271

From this org

$361,412

From related orgs

$0

Other

$58,859

Hours/week

40

Schedule J breakdown matched by us

Base

$321,808

Bonus

$10,532

Other

$29,072

Deferred

$52,029

Nontaxable benefits

$6,830

Filer's total

$420,271
Elizabeth A AldridgeELIZABETH A ALDRIDGE

CORPORATE SECRETARY

Total calculated

$137,561

From this org

$116,155

From related orgs

$0

Other

$21,406

Hours/week

40
Jeffrey S MoenJEFFREY S MOEN

GEN. COUNSEL & DIRECTOR GOVT. AFFAIR

Total calculated

$335,851

From this org

$278,655

From related orgs

$0

Other

$57,196

Hours/week

40

Schedule J breakdown matched by us

Base

$263,709

Bonus

$7,640

Other

$7,306

Deferred

$29,911

Nontaxable benefits

$27,285

Filer's total

$335,851
M Gayle DonicaM GAYLE DONICA

DIRECTOR OF HUMAN RESOURCES

Total calculated

$295,421

From this org

$233,065

From related orgs

$0

Other

$62,356

Hours/week

40

Schedule J breakdown matched by us

Base

$221,467

Bonus

$7,640

Other

$3,958

Deferred

$32,259

Nontaxable benefits

$30,097

Filer's total

$295,421
Charles P CannyCHARLES P CANNY

DIRECTOR OF FACILITIES

Total calculated

$287,726

From this org

$245,328

From related orgs

$0

Other

$42,398

Hours/week

40

Schedule J breakdown matched by us

Base

$214,861

Bonus

$11,640

Other

$18,827

Deferred

$24,473

Nontaxable benefits

$17,925

Filer's total

$287,726
Melanie M DavisMELANIE M DAVIS

DIRECTOR OF INFORMATION TECHNOLOGY

Total calculated

$278,037

From this org

$237,301

From related orgs

$0

Other

$40,736

Hours/week

40

Schedule J breakdown matched by us

Base

$228,037

Bonus

$7,988

Other

$1,276

Deferred

$23,506

Nontaxable benefits

$17,230

Filer's total

$278,037
Hugh D AljoeHUGH D ALJOE

DIRECTOR OF RANCHES, OUTREACH

Total calculated

$276,189

From this org

$226,521

From related orgs

$0

Other

$49,668

Hours/week

40

Schedule J breakdown matched by us

Base

$207,062

Bonus

$10,532

Other

$8,927

Deferred

$23,785

Nontaxable benefits

$25,883

Filer's total

$276,189
Lori M CainLORI M CAIN

DIRECTOR OF PRODUCER GUIDANCE

Total calculated

$262,607

From this org

$238,728

From related orgs

$0

Other

$23,879

Hours/week

40

Schedule J breakdown matched by us

Base

$218,236

Bonus

$2,596

Other

$17,896

Deferred

$13,730

Nontaxable benefits

$10,149

Filer's total

$262,607
James A CalawayJAMES A CALAWAY

DIRECTOR OF COMMUNICATIONS

Total calculated

$219,420

From this org

$183,022

From related orgs

$0

Other

$36,398

Hours/week

40

Schedule J breakdown matched by us

Base

$170,740

Bonus

$11,635

Other

$647

Deferred

$19,250

Nontaxable benefits

$17,148

Filer's total

$219,420
Christina L AdcoxCHRISTINA L ADCOX

DIRECTOR ADV. & PHILAN PRTSHPS.

Total calculated

$213,542

From this org

$176,244

From related orgs

$0

Other

$37,298

Hours/week

40

Schedule J breakdown matched by us

Base

$167,714

Bonus

$7,722

Other

$808

Deferred

$10,856

Nontaxable benefits

$26,442

Filer's total

$213,542
Casey B SmithCASEY B SMITH

AVIATION & MAINTENANCE MANAGER

Total calculated

$256,208

From this org

$211,853

From related orgs

$0

Other

$44,355

Hours/week

40

Schedule J breakdown matched by us

Base

$209,341

Bonus

$1,723

Other

$789

Deferred

$18,878

Nontaxable benefits

$25,477

Filer's total

$256,208
Jordan J RosenJORDAN J ROSEN

CAPTAIN PILOT

Total calculated

$210,275

From this org

$174,289

From related orgs

$0

Other

$35,986

Hours/week

40

Schedule J breakdown matched by us

Base

$164,848

Bonus

$1,723

Other

$7,718

Deferred

$10,720

Nontaxable benefits

$25,266

Filer's total

$210,275
Andrew A SegnaANDREW A SEGNA

ASSOCIATE GENERAL COUNSEL

Total calculated

$203,017

From this org

$167,584

From related orgs

$0

Other

$35,433

Hours/week

40

Schedule J breakdown matched by us

Base

$164,822

Bonus

$2,420

Other

$342

Deferred

$9,720

Nontaxable benefits

$25,713

Filer's total

$203,017
Kenneth D CockrellKENNETH D COCKRELL

CAPTAIN PILOT

Total calculated

$179,617

From this org

$170,040

From related orgs

$0

Other

$9,577

Hours/week

40

Schedule J breakdown matched by us

Base

$168,007

Bonus

$1,723

Other

$310

Deferred

$9,240

Nontaxable benefits

$337

Filer's total

$179,617
Barbara J CarterBARBARA J CARTER

DIRECTOR OF PROCUREMENT

Total calculated

$171,648

From this org

$148,535

From related orgs

$0

Other

$23,113

Hours/week

40

Schedule J breakdown matched by us

Base

$140,334

Bonus

$7,459

Other

$742

Deferred

$12,560

Nontaxable benefits

$10,553

Filer's total

$171,648
Kiran MysoreKIRAN MYSORE

FORMER EMPLOYEE

Total calculated

$172,960

From this org

$172,960

From related orgs

$0

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$0

Bonus

$0

Other

$172,960

Deferred

$0

Nontaxable benefits

$0

Filer's total

$172,960
Wolf ScheibleWOLF SCHEIBLE

FORMER EMPLOYEE

Total calculated

$154,512

From this org

$154,512

From related orgs

$0

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$0

Bonus

$0

Other

$154,512

Deferred

$0

Nontaxable benefits

$0

Filer's total

$154,512

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

1a · First-class or charter travel
1a · Tax indemnification and gross-up payments
1a · Housing allowance or residence for personal use
1a · Health or social club dues or initiation fees
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan
7 · Other non-fixed payments

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A: THE INSTITUTE PROVIDES ITS EMPLOYEES OF 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). IN CALENDAR YEAR 2022, 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 SUPERVISOR 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 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)(II). - HOUSING ALLOWANCES: THE INSTITUTE PROVIDED ON-CAMPUS TEMPORARY HOUSING TO THE DIRECTOR OF PRODUCER GUIDANCE DURING HER TRANSITION AND RELOCATION TO ARDMORE, OK AFTER EMPLOYMENT. PER IRS REQUIREMENTS, 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 - $16,200.00 A. JILL WALLACE - $1,002.37
PART I, LINE 7: NONFIXED PAYMENTS OFFICERS AND KEY EMPLOYEES RECEIVED NONFIXED COMPENSATION UNDER THE APPROVED ORGANIZATIONAL INCENTIVE PROGRAM, ALLOCATED BASED UPON THE DISCRETION OF THE PRESIDENT AND CEO. THE PRESIDENT & CEO IS ANNUALLY CONSIDERED FOR A BONUS AT THE DISCRETION OF THE GOVERNING BODY, THE SAMUEL ROBERTS NOBLE FOUNDATION (FORM 990, PART VI, SECTION A, LINE 1A).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

THE SAMUEL ROBERTS NOBLE FOUNDATION

501(C)(3) · GRANT-MAKING · OK

Provenance

Return type: form_990
Tax year: 2022
Filed: 13 November 2023
IRS schema version: 2022v5.0
Source object: 202313179349310136

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.