2023-11-11T13:18:00-06:00 2022-12-31 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX STREET SUITE 400 ALEXANDRIA VA 22314 990 2022-01-01 850983902 THE MARATHON INITIATIVE MARA 2024803498 1730 RHODE ISLAND AVE 201 WASHINGTON DC 20036 ELBRIDGE A COLBY DIRECTOR AND SECRETARY 2024803498 2023-11-10 1 ELBRIDGE COLBY XXX-XX-XXXX 1 JOAN M RENNER CPA P00456765 7035351200 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ELBRIDGE A COLBY 1730 RHODE ISLAND AVE 201 WASHINGTON DC 20036 1212277 0 X HTTPS://WWW.THEMARATHONINITIATIVE.ORG/ X 2021 DC THE MISSION OF THE MARATHON INITIATIVE IS TO DEVELOP THE DIPLOMATIC, MILITARY, AND ECONOMIC STRATEGIES THAT THE UNITED STATES NEEDS TO NAVIGATE PROTRACTED COMPETITIONS WITH GREAT POWER RIVALS. MOTIVATED BY THE CONVICTION THAT STRATEGY IS POSSIBLE AND NECESSARY, MARATHON'S FOCUS IS ON DEVELOPING SUCH STRATEGIES THROUGH DEEP, RIGOROUS, AND INDEPENDENT RESEARCH, INFORMED BY HISTORY, GEOGRAPHY, AND SCHOLARSHIP. MARATHON'S GOAL IS TO EQUIP AMERICA AND ITS LEADERS WITH STRATEGIES FOR THE HARDEST PROBLEMS OF GREAT POWER COMPETITION, STRATEGIES THAT ARE OF THE UTMOST RIGOR BUT AT THE SAME TIME RELEVANT, REALISTIC, AND VIABLE. 3 1 3 1 0 0 1570234 1212277 0 0 0 0 0 0 1570234 1212277 0 0 0 0 959481 740642 0 0 82748 290958 388071 1250439 1128713 319795 83564 319795 403359 0 0 319795 403359 X THE MISSION OF THE MARATHON INITIATIVE IS TO DEVELOP THE DIPLOMATIC, MILITARY, AND ECONOMIC STRATEGIES THAT THE UNITED STATES NEEDS TO NAVIGATE PROTRACTED COMPETITIONS WITH GREAT POWER RIVALS. MOTIVATED BY THE CONVICTION THAT STRATEGY IS POSSIBLE AND NECESSARY, MARATHON'S FOCUS IS ON DEVELOPING SUCH STRATEGIES THROUGH DEEP, RIGOROUS, AND INDEPENDENT RESEARCH, INFORMED BY HISTORY, GEOGRAPHY, AND SCHOLARSHIP. MARATHON'S GOAL IS TO EQUIP AMERICA AND ITS LEADERS WITH STRATEGIES FOR THE HARDEST PROBLEMS OF GREAT POWER COMPETITION, STRATEGIES THAT ARE OF THE UTMOST RIGOR BUT AT THE SAME TIME RELEVANT, REALISTIC, AND VIABLE. 0 0 269635 IN THE AREA OF DEFENSE AND GEOPOLITICS, THE MARATHON INITIATIVE FOCUSES ON ADAPTING U.S. DEFENSE AND MILITARY STRATEGY FOR THE ERA OF GREAT POWER COMPETITION. ACTIVITIES INCLUDED CONTINUED DISSEMINATION OF THE ARGUMENTS OF A MAJOR 2021 BOOK ON U.S. DEFENSE STRATEGY; PUBLISHING STUDIES ON REPRIORITIZING U.S ALLIANCE DEFENSE STRATEGIES IN CRITICAL REGIONS, STRATEGIES FOR OPTIMIZING BURDEN-SHARING WITH ALLIES AND PARTNERS, AND CONFLICT ESCALATION MANAGEMENT; AND ARTICULATING A VISION AND IDEAS FOR A REVISED DEFENSE STRATEGY THROUGH A VARIETY OF PUBLICATIONS, MEDIA APPEARANCES, AND SOCIAL MEDIA ENGAGEMENT. 252829 IN THE AREA OF DIPLOMACY AND GEOPOLITICS, THE MARATHON INITIATIVE FOCUSES ON ADAPTING U.S. DIPLOMATIC AND ALLIANCE STRATEGY FOR THE ERA OF GREAT POWER COMPETITION. ACTIVITIES INCLUDED CONTINUED RESEARCH AND MANUSCRIPT DEVELOPMENT FOR A MAJOR BOOK ON GREAT POWER DIPLOMATIC STRATEGIES; AND PUBLISHING ARTICLES AND MEDIA INTERVIEWS ON U.S. DIPLOMATIC STRATEGIES AND ALLIANCES IN EUROPE AND ASIA. 312054 IN OTHER AREAS OF GRAND STRATEGY, THE MARATHON INITIATIVE DEVELOPS STRATEGIES THAT INTEGRATE U.S. ECONOMIC, MILITARY, AND DIPLOMATIC POWER FOR THE ERA OF GREAT POWER COMPETITION. ACTIVITIES INCLUDED COMPLETING A FIRST DRAFT FOR A FORTHCOMING BOOK ON U.S. GRAND STRATEGY TOWARD CHINA AND PUBLISHING A BOOK EXAMINING INSIGHTS ON STRATEGY FROM ANCIENT WRITERS. 834518 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 DC X THE ORGANIZATION 2024803498 1730 RHODE ISLAND AVE NW SUITE 201 WASHINGTON DC 20036 LAURENCE E HIRSCH CHAIRMAN 0.50 X X 0 0 0 A WESS MITCHELL DIRECTOR AND TREASURER 40.00 X X 325000 0 20281 ELBRIDGE A COLBY DIRECTOR AND SECRETARY 40.00 X X 327706 0 20449 652706 0 40730 2 0 1 0 0 269289 942988 1212277 1212277 0 0 0 693435 554749 69343 69343 14583 13854 729 32624 26200 3195 3229 301270 210887 90383 2476 2476 20887 20887 27134 2377 22257 2500 21351 17147 2091 2113 4019 4019 2779 2779 8155 6525 815 815 1128713 834518 211447 82748 313605 400156 6190 3203 8156 8156 0 0 319795 403359 0 0 X 88689 76216 231106 327143 319795 403359 319795 403359 83564 0 X 0 0 0 X 1570234 1220775 2791009 1570234 1220775 2791009 1585727 1205282 2791009 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8156 8156 0 0 X X 0 0 0 0 0 0 0 0 0 ELBRIDGE A COLBY DIRECTOR AND SECRETARY 327706 0 0 0 0 0 0 0 20449 0 348155 0 0 0 A WESS MITCHELL DIRECTOR AND TREASURER 325000 0 0 0 0 0 0 0 20281 0 345281 0 0 0 PART I, LINE 3 COMPENSATION FOR OFFICERS AND SENIOR EMPLOYEES IS DETERMINED BY THE CHAIRMAN ON THE BASIS OF PERFORMANCE AND COMPARISONS TO EMPLOYEES WITH SIMILAR RESPONSIBILITIES AT COMPARABLE ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA TO ENSURE COMPENSTATION REFLECTS MARKET STANDARDS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND SECRETARY JOINTLY OVERSAW THE 990 FILING. THE ORGANIZATION OUTSOURCED THE PREPARATION OF THE 990 FORM TO ITS CPA FIRM. THE TREASURER AND SECRETARY JOINTLY REVIEWED THE DRAFT COPY AND PRESENTED IT TO THE CHAIRMAN. THE BOARD REVIEWED THE DOCUMENT BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICTS POLICY THAT PRECLUDES OFFICERS FROM MAKING ANY DECISIONS FROM WHICH THEY WILL BENEFIT FINANCIALLY. THE POLICY REQUIRES THAT ANY POTENTIAL CONFLICTS BE DISCLOSED. POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE REVIEWED AND DETERMINATIONS ARE MADE AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS' SALARIES AND SENIOR EMPLOYEES' SALARIES ARE DETERMINED BY THE CHAIRMAN ON THE BASIS OF PERFORMANCE AND COMPARISONS TO EMPLOYEES WITH SIMILAR RESPONSIBILITIES AT COMPARABLE ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA TO ENSURE COMPENSATION REFLECTS MARKET STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL DOCUMENTS ARE PUBLICLY DISCLOSED ANNUALLY BY THE IRS VIA FORM 990, AS REQUIRED OF ALL 501(C)(3) ORGANIZATIONS. WHEN REQUIRED BY 501 (C)(3) ORGANIZATIONS, DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. 990, PART VI, LINES 13 AND 14 THE ORGANIZATION HAS AN INFORMAL DOCUMENT RETENTION POLICY AND IS IN THE PROCESS OF PREPARING A FORMAL DOCUMENT RETENTION AND WHISTLEBLOWER POLICY FOR BOARD REVIEW AND APPROVAL.