Marathon Initiative
- Assets
- $403.4k
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 3
- Location
- Washington, DC
- Founding
- Data as of
- 12/2022
- EIN
- 85-0983902
Organization Overview
Marathon Initiative is located in Washington, DC. According to its NTEE Classification (Q05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of International, Foreign Affairs & National Security and related organizations. As of 12/2022, Marathon Initiative employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Marathon Initiative is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Marathon Initiative generated $1.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 2 years, the organization has seen revenues fall by an average of (12.1%) each year. All expenses for the organization totaled $1.1m during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (5.0%) per year over the past 2 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Laurence E Hirsch Chairman | OfficerTrustee | 0.5 | $0 |
A Wess Mitchell Director And Treasurer | OfficerTrustee | 40 | $325,000 |
Elbridge A Colby Director And Secretary | OfficerTrustee | 40 | $327,706 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $269,289 |
| All other contributions, gifts, grants, and similar amounts not included above | $942,988 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,212,277 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,212,277 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $693,435 |
| Compensation of current officers, directors, key employees. | $69,343 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $14,583 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $32,624 |
| Fees for services: Management | $301,270 |
| Fees for services: Legal | $2,476 |
| Fees for services: Accounting | $20,887 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $27,134 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $21,351 |
| Travel | $4,019 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,779 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $8,155 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $1,128,713 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $400,156 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,203 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $403,359 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $76,216 |
| Net assets with donor restrictions | $327,143 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $403,359 |