Performance-Driven Marketing Institute

Not tax-deductible

Mission Viejo, CA501(c)(6)Since 2018EducationEIN 83-1521356

The Performance-Driven Marketing Institute (PDMI) is a 501(c)6 trade association dedicated to promoting, protecting, and advancing business for performance-driven and direct to consumer marketing professionals.

47¢ of each $1 spent went to programs.
Run by 40 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average deficit $1K a year · under 1% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
47%
of spending
Concern: 47% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$84
0.09% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 2 voting members
Concern: none of 2 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$309K
-13% vs prior year
Spent
$306K
To programs
47%
Net assets
$93K
By yearFY2020–FY2025
Revenue
$309K
FY2025▼ -13%
Revenue by fiscal year
FY2020$332K
FY2021$296K
FY2022$364K
FY2023$338K
FY2024$354K
FY2025$309K
Expenses
$306K
FY2025▼ -13%
Expenses by fiscal year
FY2020$325K
FY2021$295K
FY2022$317K
FY2023$403K
FY2024$353K
FY2025$306K
Net assets
$93K
FY2025▲ +3%
Net assets by fiscal year
FY2020$67K
FY2021$107K
FY2022$154K
FY2023$89K
FY2024$90K
FY2025$93K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

47 cents of each dollar spent went to programs.

Program services 47% · $145K Management & general 53% · $161K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation
President and CEO
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Thomas Haire’s $61K as Secretary is at the 53rd percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2022FY2021FY2020
Thomas Haire$61,000$60,000$60,063
John Yarrington$61,000$60,000$60,063

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Performance-Driven Marketing Institute executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes and protects businesses for performance marketing professionals.

Provided by the organization

This section is blank until Performance-Driven Marketing Institute claims this page.

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1 program service account for $145K of program spending, described in the organization's own filed words · FY2025.
01

a. Hosted more than 40 educational webinars to share industry trends, best practices and valuable industry research with the PDMI membership. b. Hosted monthly council meetings with the PDMIs seven leadership councils dedicated to driving education and building new business opportunities for the PDMI membership. c.

$145Kprogram expense

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By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$309K
Ln 12
Gifts and grantsLn 1h$309K
Money outPt IX
$306K
Ln 25
Programscol B$145K
Managementcol C$161K
Owns and owesPt X
$93K
net assets · Ln 32
Cash and savingsLn 1–2$87K
Total assetsLn 16$94K
LiabilitiesLn 26$84
PeoplePt VI, VII
2
listed · VII A
PaidVII A0
Voting boardVI 1a2
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$309K
Total revenueLn 12$309K
Assets in detailPt X, end of year
CashLn 1$87K
Cash and savings togetherLn 1–2$87K
Total assetsLn 16$94K
LiabilitiesLn 26$84
Net assetsLn 32$93K
OperationsPt I, VI
EmployeesI 52
VolunteersI 640
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$84K$87K
Total assetsLn 16$90K$94K
LiabilitiesLn 26$40$84
Net assetsLn 32$90K$93K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$144K$144K
Payroll taxesLn 10$12K$12K
Management feesLn 11a$15K$15K
Legal feesLn 11b$100$100
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$128K$128K
Other expenses (24a–d)Ln 24$4K$2K$2K
Total functional expensesLn 25$306K$145K$161K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $309K$306K$3K$93K 990 PDF
FY2024 $354K$353K$2K$90K 990 PDF
FY2023 $338K$403K−$65K$89K 990 PDF
FY2022 $364K$317K$46K$154K 990 PDF
FY2021 $296K$295K$725$107K 990 PDF
FY2020 $332K$325K$7K$67K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $309,103 across 4 lines filed
VIII-1b Membership dues$309,103
VIII-1h Total contributions, gifts and grants$309,103
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$309,103
Part IX · Statement of functional expenses $305,957 across 7 lines filed
IX-5 Pay of current officers, directors and key staffManagement $144,000$144,000
IX-10 Payroll taxesManagement $11,672$11,672
IX-11a Management feesPrograms $15,000$15,000
IX-11b Legal feesManagement $100$100
IX-11c Accounting feesManagement $2,880$2,880
IX-11g Other fees for servicesPrograms $128,216$128,216
IX-24 Other expenses (24a–d)Programs $1,632 · Management $2,457$4,089
IX-25 Total functional expensesPrograms $144,848 · Management $161,109 · Fundraising $0$305,957
Part X · Balance sheet $93,562 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $83,504$86,631
X-4 Accounts receivableStart of year $6,931$6,931
X-16 Total assetsStart of year $90,435$93,562
X-25 Other liabilities$84
X-26 Total liabilitiesStart of year $40$84
X-27 Net assets without donor restrictionsStart of year $90,395$93,478
X-32 Total net assets or fund balancesStart of year $90,395$93,478
X-33 Total liabilities and net assetsStart of year $90,435$93,562
Part XI · Reconciliation of net assets $93,478 net assets at year end
XI-1 Total revenue$309,103
XI-2 Total expenses$305,957
XI-3 Revenue less expenses$3,146
XI-4 Net assets at start of year$90,395
XI-8 Prior period adjustments−$63
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$93,478

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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