American Wagyu Heritage Fund

Nonprofit profile at a glance

EIN
333025227
IRS 990-EZ coverage
2025–2025
Forms available
Form 990-EZ 2025
Location
Oklahoma City, OK, USA
Phone
7164796624
Rating
43
Verdict
MIXED
Rating confidence
Moderate
Sector
Food, Agriculture, and Nutrition N.E.C.

Official website

Reported finances

Revenue
$61,179
Expenses
$8,002
Assets
$53,177
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Adam Wackel (President)
  • Sheila Patinkin (Vice President)

People named in this filing

  • Pamela Armstrong (Treasurer)
  • Adam Wackel (President)
  • Sheila Patinkin (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support the American agricultural landscape by providing scholarships, research, and educational resources dedicated to the heritage, welfare, and historical preservation of Wagyu cattle.

What it reported doing in 2025

In an effort to preserve the history of Wagyu cattle in the US, we obtained dozens of original registration documents from Wagyu cattle imported into the United States from Japan prior to the Japanese ban on exportation of Wagyu cattle and genetics. We also obtained videos of the original Japanese Wagyu imports in Japan prior to exportation. The historical documents, photographs and videos were used to established a centralized, online, public database (online museum) of heritage records to preserve the historic lineage of Wagyu cattle. A carcass data research project is underway and scholarships plan to be awarded.

Operating model

Revenue model
Donor-supported. 73% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 12
  • Transparency & Controls: 82
  • Sustainability: 86
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 4.2%; rating input score 4
  • Program expense ratio: 25.7%; rating input score 26

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 86.9%; rating input score 98; 98th percentile among comparable filings
  • Total-asset coverage ratio: 6.65; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 4.2% of revenue deployed · 25.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $2K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 4/100.
  • High — Financial Efficiency: Program expense ratio scored 26/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.