Performance-Driven Marketing Institute FY2020 filing

Not tax-deductible

Mission Viejo, CA501(c)(6)Since 2018EducationEIN 83-1521356Revenue $332K in FY2020

On file with the IRSthepdmi.com25001 Larkspur, 92692-2825 · Mission Viejo, CATax-exempt since May 2019

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

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.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
36¢ of each $1 spent went to programs.
$120K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
36%
of spending
Concern: 36% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$120K
to officers and key staff · 37% of spending
Concern: pay to officers and key staff is 37% of spending; over 30%.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$20K
23% of total assets
Looks good: liabilities are 23% 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
$332K
Spent
$325K
To programs
36%
Net assets
$67K
By yearFY2020–FY2025
Revenue
$332K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$332K
FY2021$296K
FY2022$364K
FY2023$338K
FY2024$354K
FY2025$309K
Expenses
$325K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$325K
FY2021$295K
FY2022$317K
FY2023$403K
FY2024$353K
FY2025$306K
Net assets
$67K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$67K
FY2021$107K
FY2022$154K
FY2023$89K
FY2024$90K
FY2025$93K

From the FY2020 Form 990 · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

36 cents of each dollar spent went to programs.

Program services 36% · $118K Management & general 64% · $207K

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

Something off? Claim to add context

Who runs it and what they're paid

2 people listed on the 990; $120K paid to officers and key staff.

Part VII, Section A · reportable compensation
Secretary
$60,063Pt VII · Sec A
President and CEO
$60,063Pt 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 →

On this list? Claim this org

Something off? Claim to add context

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.

Questions for Performance-Driven Marketing Institute

Tap to ask. Performance-Driven Marketing Institute sees how many people are interested.

Your first name shows with your question. Performance-Driven Marketing Institute answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $118K · in their own filed words · FY2020
01

a. Hosted more than 30 educational webinars to share industry trends, best practices and valuable industry research with the PDMI membership.b. Hosted monthly council meetings with the PDMIs four leadership councils dedicated to driving education and building new business opportunities for the PDMI membership.c.

$118Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$332K
Ln 12
Gifts and grantsLn 1h$332K
Money outPt IX
$325K
Ln 25
Programscol B$118K
Managementcol C$207K
Owns and owesPt X
$67K
net assets · Ln 32
Cash and savingsLn 1–2$87K
Total assetsLn 16$87K
LiabilitiesLn 26$20K
PeoplePt VI, VII
2
listed · VII A
PaidVII A2
Voting boardVI 1a2
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$332K
Total revenueLn 12$332K
Assets in detailPt X, end of year
CashLn 1$87K
Cash and savings togetherLn 1–2$87K
Total assetsLn 16$87K
LiabilitiesLn 26$20K
Net assetsLn 32$67K
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 FY20End FY20
Cash and savingsLn 1–2$60K$87K
Total assetsLn 16$60K$87K
LiabilitiesLn 26$10K$20K
Net assetsLn 32$50K$67K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$120K$120K
Payroll taxesLn 10$10K$10K
Management feesLn 11a$69K$69K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$795$795
Other fees for servicesLn 11g$118K$118K
InterestLn 20$1$1
Other expenses (24a–d)Ln 24$6K$6K
All other expensesLn 24e$100$100
Total functional expensesLn 25$325K$118K$207K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $332K$325K$7K$67K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $331,959 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $360,500$331,959
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $360,500$331,959
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $104,036$130,015
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $261,846$194,729
I-18 Total expensesPrior year $365,882$324,744
I-19 Revenue less expensesPrior year −$5,382$7,215
Part VI · Governance 0 of 2 board members independent, 4 to look at
VI-1a Voting members of the governing body2
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $331,959 across 3 lines filed
VIII-1b Membership dues$331,959
VIII-1h Total contributions, gifts and grants$331,959
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$331,959
Part IX · Statement of functional expenses $324,744 across 9 lines filed
IX-5 Pay of current officers, directors and key staffManagement $120,125$120,125
IX-10 Payroll taxesManagement $9,890$9,890
IX-11a Management feesManagement $69,000$69,000
IX-11b Legal feesManagement $1,303$1,303
IX-11c Accounting feesManagement $795$795
IX-11g Other fees for servicesPrograms $117,681$117,681
IX-20 InterestManagement $1$1
IX-24 Other expenses (24a–d)Management $5,849$5,849
IX-24e All other expensesManagement $100$100
IX-25 Total functional expensesPrograms $117,681 · Management $207,063 · Fundraising $0$324,744
Part X · Balance sheet $87,109 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $59,700$87,109
X-16 Total assetsStart of year $59,700$87,109
X-17 Accounts payable and accrued expensesStart of year $9,985−$49
X-24 Unsecured notes and loans payable$20,126
X-25 Other liabilities$115
X-26 Total liabilitiesStart of year $9,985$20,192
X-27 Net assets without donor restrictionsStart of year $49,715$66,917
X-32 Total net assets or fund balancesStart of year $49,715$66,917
X-33 Total liabilities and net assetsStart of year $59,700$87,109
Part XI · Reconciliation of net assets $66,917 net assets at year end
XI-1 Total revenue$331,959
XI-2 Total expenses$324,744
XI-3 Revenue less expenses$7,215
XI-4 Net assets at start of year$49,715
XI-8 Prior period adjustments$9,987
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$66,917

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.