Performance-Driven Marketing Institute (EIN 831521356) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

John Yarrington

Tax Period

2023-01-01 to 2023-12-31

Performance-Driven Marketing Institute, founded in 2018, is a small nonprofit in the Education sector that reported $338K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $403K exceeded revenue, resulting in a 19% operating deficit.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $336,059

Program Service Revenue $0

Investment Income $1,874

Other Revenue $0

TOTAL REVENUE $337,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,967

Fundraising Expenses $0

Program Expenses $237,223

Other Expenses $247,228

TOTAL EXPENSES $403,195

Year-over-Year Comparison

	2023	2022	Change
Revenue	$337,933	$363,756	-0.1%
Expenses	$403,195	$317,332	+0.3%
Net Income	$-65,262	$46,424	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Haire	Secretary	40.00	Officer	$0	$0	$0
John Yarrington	President and CEO	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$337,933	$403,195	$89,034	$-65,262
2022	$363,756	$317,332	$154,237	$46,424
2021	$296,000	$295,275	$107,236	$725
2020	$331,959	$324,744	$87,109	$7,215
2019	$360,500	$365,882	$59,700	$-5,382

Performance-Driven Marketing Institute