Performance-Driven Marketing Institute FY2023 filing

Not tax-deductible

Mission Viejo, CA501(c)(6)Since 2018Education EIN 83-1521356Revenue $338K in FY2023Latest return filed May 14, 2026

On file with the IRSthepdmi.comMission Viejo, CATax-exempt since May 2019

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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.
59¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
59%
of spending
Worth a look: 59% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$114
0.1% 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
$338K
-7% vs prior year
Spent
$403K
To programs
59%
Net assets
$89K
By yearFY2020–FY2025
Revenue
$338K
FY2023▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2020$332K
FY2021$296K
FY2022$364K
FY2023$338K
FY2024$354K
FY2025$309K
Expenses
$403K
FY2023▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2020$325K
FY2021$295K
FY2022$317K
FY2023$403K
FY2024$353K
FY2025$306K
Net assets
$89K
FY2023▼ -42%
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 FY2023 Form 990 · see the original

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You’re viewing the FY2023 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

59 cents of each dollar spent went to programs.

Program services 59% · $237K Management & general 41% · $166K

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

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Who runs it and what they're paid

2 people listed on the 990.

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

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.

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1 program · $237K · in their own filed words · FY2023
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.

$237Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$338K
Ln 12
Gifts and grantsLn 1h$336K
Investment incomeLn 3$2K
Money outPt IX
$403K
Ln 25
Programscol B$237K
Managementcol C$166K
Owns and owesPt X
$89K
net assets · Ln 32
Cash and savingsLn 1–2$82K
Total assetsLn 16$89K
LiabilitiesLn 26$114
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$336K
Investment incomeLn 3$2K
Total revenueLn 12$338K
Assets in detailPt X, end of year
CashLn 1$82K
Cash and savings togetherLn 1–2$82K
Accounts receivableLn 4$7K
Total assetsLn 16$89K
LiabilitiesLn 26$114
Net assetsLn 32$89K
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 FY23End FY23
Cash and savingsLn 1–2$102K$82K
Total assetsLn 16$154K$89K
LiabilitiesLn 26−$99$114
Net assetsLn 32$154K$89K
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$113K$113K
Legal feesLn 11b$126$126
Accounting feesLn 11c$8K$8K
Other fees for servicesLn 11g$123K$123K$61
Other expenses (24a–d)Ln 24$4K$1K$2K
Total functional expensesLn 25$403K$237K$166K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 14, 2026 $309K$306K$3K$93K 990 PDF
FY2024Filed with the IRS May 9, 2025 $354K$353K$2K$90K 990 PDF
FY2023 ViewingFiled with the IRS May 10, 2024 $338K$403K−$65K$89K 990 PDF
FY2022Filed with the IRS Nov 3, 2023 $364K$317K$46K$154K 990 PDF
FY2021Filed with the IRS Jun 2, 2022 $296K$295K$725$107K 990 PDF
FY2020Filed with the IRS Sep 9, 2021 $332K$325K$7K$67K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $337,933 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $363,756$336,059
I-9 Program service revenue$0
I-10 Investment income$1,874
I-11 Other revenue$0
I-12 Total revenuePrior year $363,756$337,933
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $132,290$155,967
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $185,042$247,228
I-18 Total expensesPrior year $317,332$403,195
I-19 Revenue less expensesPrior year $46,424−$65,262
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 $337,933 across 4 lines filed
VIII-1b Membership dues$336,059
VIII-1h Total contributions, gifts and grants$336,059
VIII-3 Investment incomeExcluded from tax $1,874$1,874
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $1,874$337,933
Part IX · Statement of functional expenses $403,195 across 7 lines filed
IX-5 Pay of current officers, directors and key staffManagement $144,000$144,000
IX-10 Payroll taxesManagement $11,967$11,967
IX-11a Management feesPrograms $113,000$113,000
IX-11b Legal feesManagement $126$126
IX-11c Accounting feesManagement $7,738$7,738
IX-11g Other fees for servicesPrograms $122,796 · Management $61$122,857
IX-24 Other expenses (24a–d)Programs $1,427 · Management $2,080$3,507
IX-25 Total functional expensesPrograms $237,223 · Management $165,972 · Fundraising $0$403,195
Part X · Balance sheet $89,034 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $102,306$82,103
X-4 Accounts receivableStart of year $6,931$6,931
X-16 Total assetsStart of year $154,237$89,034
X-17 Accounts payable and accrued expensesStart of year −$99$114
X-26 Total liabilitiesStart of year −$99$114
X-27 Net assets without donor restrictionsStart of year $154,336$88,920
X-32 Total net assets or fund balancesStart of year $154,336$88,920
X-33 Total liabilities and net assetsStart of year $154,237$89,034
Part XI · Reconciliation of net assets $88,920 net assets at year end
XI-1 Total revenue$337,933
XI-2 Total expenses$403,195
XI-3 Revenue less expenses−$65,262
XI-4 Net assets at start of year$154,336
XI-8 Prior period adjustments−$154
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$88,920

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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