Performance-Driven Marketing Institute
Nonprofit profile at a glance
- EIN
- 831521356
- IRS 990 coverage
- 2019–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2025, Form 990-EZ 2018
- Location
- Mission Viejo, CA, US
- Phone
- (949) 273-6231
- Rating
- 52
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $309,103
- Expenses
- $305,957
- Assets
- $93,562
- Liabilities
- $84
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
2 people listed
Executive titles in this filing
- John Yarrington (President and CEO)
People named in this filing
- John Yarrington (President and CEO)
- Thomas Haire (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Performance-Driven Marketing Institute (PDMI) is the association for performance and direct-to-consumer marketing leaders. It is dedicated to promoting, protecting, and advancing its members in the performance-driven and direct-to-consumer marketing world through networking, education, advocacy, and marketing.
What it reported doing in 2025
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. Created, published and offered a variety of online content to educate the PDMI membership, while congruently educate non-members about our industry, association and membership. d. Hosted two in-person bi-annual conferences designed to share industry knowledge and foster business opportunities amongst the PDMI membership.
Operating model
- Revenue model
- Membership-supported. 100% of the money available for current operations came from membership dues.
- 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 program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.
Rating breakdown
- Financial Efficiency: 42
- Transparency & Controls: 90
- Accountability: 6
- Sustainability: 37
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 46.9%; rating input score 47
- Program expense ratio: 47.3%; rating input score 47
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 8th percentile among comparable filings
- Governance controls: 1 of 7 controls in place; rating input score 14
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 1%; rating input score 38; 38th percentile among comparable filings
- Total-asset coverage ratio: 0.31; rating input score 17; 17th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 51; 51st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: 5.8% per year; rating input score 100; 54th percentile among comparable filings
- Revenue growth: 7.2% per year; rating input score 100; 59th percentile among comparable filings
- Asset growth: 6.1% per year; rating input score 100; 49th percentile among comparable filings
Details
- What they do: Mission, programs, and operating context captured from the official website.
- Where the money goes: 46.9% of revenue deployed · 47.3% of spending went to programs
- Governance: 0 of 2 board members independent · 1 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $145K in reported program spending
- Leadership: top reported pay $0 · 2 people listed
- Consistency: 18 of 18 current checks pass
- Schedules: 3 filed schedules
- Filing history: 7 filing years from 2019 to 2025
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
- High — Accountability: Independent voting board scored 0/100.
- Moderate — Financial Efficiency: Program expense ratio scored 47/100.
- High — Accountability: Governance controls: 5 of 6 not reported.
- Moderate — Sustainability: Operating margin scored 38/100.
- High — Sustainability: Total-asset coverage ratio scored 17/100.
- Review — Sustainability: Liabilities to assets ratio scored 51/100.