Civic Intelligence

Performance-Driven Marketing Institute

EIN 83-1521356 • 501(c)6 • Mission Viejo, CA

Profile

The Performance-Driven Marketing Institute (PDMI) is a trade association that provides education, networking and government affairs to the direct to consumer performance driven marketing industry.

25001 LarkspurMission Viejo, CA 92692

www.thepdmi.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

49th percentile

0.4%

Higher net margin than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

1.6%

Faster asset growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

4.8%

Faster revenue growth than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$90,435

Down $63,802 (-41%) from 2022

Liabilities

Up

$40

Up $139 (+140%) from 2022

Net Assets

Down

$90,395

Down $63,941 (-41%) from 2022

Revenue

Down

$354,039

Down $9,717 (-2.7%) from 2022

Expenses

Up

$352,522

Up $35,190 (+11%) from 2022

Net Income

Down

$1,517

Down $44,907 (-97%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0-$50KAssets 2018: $55,354Liabilities 2018: $257Net Assets 2018: $55,0972018Assets 2019: $59,700Liabilities 2019: $9,985Net Assets 2019: $49,7152019Assets 2020: $87,109Liabilities 2020: $20,192Net Assets 2020: $66,9172020Assets 2021: $107,236Liabilities 2021: -$26Net Assets 2021: $107,2622021Assets 2022: $154,237Liabilities 2022: -$99Net Assets 2022: $154,3362022Assets 2024: $90,435Liabilities 2024: $40Net Assets 2024: $90,3952024

Highlighted filing

2024

Assets$90,435
Liabilities$40
Net Assets$90,395

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2018: $55,501Expenses 2018: $404Net Income 2018: $55,0972018Revenue 2019: $360,500Expenses 2019: $365,882Net Income 2019: -$5,3822019Revenue 2020: $331,959Expenses 2020: $324,744Net Income 2020: $7,2152020Revenue 2021: $296,000Expenses 2021: $295,275Net Income 2021: $7252021Revenue 2022: $363,756Expenses 2022: $317,332Net Income 2022: $46,4242022Revenue 2024: $354,039Expenses 2024: $352,522Net Income 2024: $1,5172024

Highlighted filing

2024

Revenue$354,039
Expenses$352,522
Net Income$1,517

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$354,039
Mission and Program Overview

Mission

The Performance-Driven Marketing Institute (PDMI) is the association for a new era of marketing and is dedicated to promoting, protecting, and advancing its members who lead the performance-driven and direct-to-consumer marketing world through networking, education, advocacy.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$82,103$83,504▲ $1,401
Accounts Receivable$6,931$6,931→ $0
Total Assets$89,034$90,435▲ $1,401
Liabilities
Accounts Payable and Accrued Expenses$114$40▼ $74
Total Liabilities$114$40▼ $74
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$88,920$90,395▲ $1,475
Total Net Assets Fund Balance$88,920$90,395▲ $1,475
Total Liabilities and Net Assets / Fund Balance$89,034$90,435▲ $1,401
Compensation and Service Providers

Board Members and Trustees

NameTitle
John YarringtonPresident and CEO
Thomas HaireSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$354,039
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,859
Salaries, Compensation, and Employee Benefits$155,663
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$144,000-$144,000
Fees for Services Other$133,338--$133,338
Fees for Services Management$57,000--$57,000
Payroll Taxes-$11,663-$11,663
Fees for Services Accounting-$2,878-$2,878
Other Expenses$1,506$6-$6
Total Functional Expenses$191,844$160,678$0$352,522
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John YarringtonPresidentContract Management from DMGNo-
Thomas HaireSecretaryContract Management from DMGNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Officer directors etc family relationship Part VI line 2

John Yarrington, President and Thomas Haire, Secretary are owners of the management company Definitive Media Group that provides services to organization.

Management duties delegation Part VI line 3

Some of the management duties of the organization are being delegated to a management company Definitive Media Group owned by John Yarrington and Thomas Haire.

Members or stockholder classes and rights Part VI line 6

Has no stockholders but members only with no voting rights.Member Tiers1. Sole proprietor/2-person partnership (max gross annual revenue: $250,000)2. Businesses with gross annual revenue of $0-$5 million3. Businesses with gross annual revenue of $5-$10 million4. Businesses with gross annual revenue of $10-$20 million5. Businesses with gross annual revenue more than $20 million

Form 990 governing body review Part VI line 11

Governing body organization is to review, approve and sign off Form 990 before being filed.

Officer director etc mailing address Part VI line 9

Thomas Haire, Secretary address: 43 Prospect Street Newburyport, MA 01950

CEO executive director top management comp Part VI line 15A

The Executive Board makes all compensation decisions based on industry standards.

Other officer or key employee compensation Part VI line 15B

Form 990 of other non-profit organizations.

Governing documents etc available to public Part VI line 19

Such information is to be posted on the organizations website or available upon request.

Filing and Contact Details

Filer

Filer Name
Performance-Driven Marketing Institute
EIN
83-1521356
In Care Of
% John Yarrington
Phone
9496337764
Address
25001 Larkspur, Mission Viejo, CA 92692

Signing Officer

Name
John Yarrington
Title
President
Phone
9496337764
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Yarrington
Formed
2018
Legal Domicile
Va
Voting Board Members
2
Independent Board Members
0
Employees
2

Preparer

Firm
Ideal Accounting and Tax Services
Address
23591 El Toro Road Suite 140, Lake Forest, CA 92630
Preparer
San Cheong Cpaea
Phone
9498006008
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Contract Labor

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrossReceiptsAmt0354039
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Has no stockholders but members only with no voting rights.Member Tiers1. Sole proprietor/2-person partnership (max gross annual revenue: $250,000)2. Businesses with gross annual revenue of $0-$5 million3. Businesses with gross annual revenue of $5-$10 million4. Businesses with gross annual revenue of $10-$20 million5. Businesses with gross annual revenue more than $20 million
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing body organization is to review, approve and sign off Form 990 before being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Thomas Haire, Secretary address: 43 Prospect Street Newburyport, MA 01950
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum09496337764
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092630
ReturnHeader/PreparerPersonGrp/PhoneNum09498006008
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-09T18:35:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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