2026-06-03T13:50:37-05:00 2025-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2025-01-01 872508858 PARAGON HEALTH INSTITUTE PARA 7035272734 4201 WILSON BOULEVARD 0805 ARLINGTON VA 22203 BRIAN BLASE PRESIDENT/TREASURER 7035272734 2026-06-03 1 JENNIFER S HAN P00633304 2022937000 2026-06-03 2025 2025-03-06 01:10:19Z BRIAN BLASE 4201 WILSON BOULEVARD 0805 ARLINGTON VA 22203 3081742 0 X PARAGONINSTITUTE.ORG X 2021 DE THE ORGANIZATION IS A HEALTH POLICY RESEARCH INSTITUTE THAT AIMS TO EDUCATE POLICYMAKERS AND INFORM THE PUBLIC THROUGH EVIDENCE-BASED RESEARCH, ECONOMIC ANALYSIS, AND DATA. THE INSTITUTE AIMS TO IMPROVE HEALTH POLICY BY EMPOWERING PATIENTS, EXPANDING COMPETITION, INCREASING INNOVATION, AND REFORMING GOVERNMENT PROGRAMS. 5 5 16 28 0 0 4195580 2872567 0 0 174312 206388 210 2787 4370102 3081742 0 12500 0 0 1598337 2172140 24000 24000 142120 1200198 1012598 2822535 3221238 1547567 -139496 5582789 5430480 163863 151266 5418926 5279214 X THE ORGANIZATION IS A HEALTH POLICY RESEARCH INSTITUTE THAT AIMS TO EDUCATE POLICYMAKERS AND INFORM THE PUBLIC THROUGH EVIDENCE-BASED RESEARCH, ECONOMIC ANALYSIS, AND DATA. THE INSTITUTE AIMS TO IMPROVE HEALTH POLICY BY EMPOWERING PATIENTS, EXPANDING COMPETITION, INCREASING INNOVATION, AND REFORMING GOVERNMENT PROGRAMS. 0 0 2738405 12500 PARAGON CONDUCTS RESEARCH ON A VARIETY OF ISSUES CONCERNING HEALTH POLICY, NOTABLY MEDICAID, MEDICARE, PRIVATE HEALTH, AND PUBLIC HEALTH. THE ORGANIZATION'S WORK IS PRODUCED IN MANY DIFFERENT FORMATS, INCLUDING PRINTED AND DIGITAL RESEARCH PAPERS, SOCIAL MEDIA, INFOGRAPHICS, AND WEBSITE POSTS. PARAGON'S EXPERTS ALSO EDUCATE AUDIENCES VIA APPEARANCES ON TV AND RADIO, AND DURING IN-PERSON AND VIRTUAL BRIEFINGS, LECTURES, PANELS, AND TESTIMONIES. 2738405 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS MO NC ND NH NJ NM NY NV OK OH OR PA RI SC TN UT VA WA WI WV X MISSION FIRST OPERATIONS 7035272734 14700 DRIFTWATER DRIVE WINTER GARDEN FL 34787 JOSEPH GROGAN BOARD CHAIR 2.00 X X 0 0 0 LESTER SHANNON BOARD SECRETARY 2.00 X X 0 0 0 DANIEL ROTHSCHILD BOARD MEMBER 2.00 X 0 0 0 CHRISTINA SANDEFUR BOARD MEMBER 2.00 X 0 0 0 DAVID STEFFY BOARD MEMBER 2.00 X 0 0 0 BRIAN BLASE PRESIDENT/TREASURER 40.00 X 490080 0 39530 MATTHEW ROBINSON EXECUTIVE VICE PRESIDENT 40.00 X 175304 0 13764 RYAN LONGDIR OF CONGRESSIONAL RELATIONS & SENIOR RESEARCH FELLOW 40.00 X 286535 0 16237 ANTHONY WOJTKOWIAK DIRECTOR COMMUNICATIONS & OPERATIONS 40.00 X 160745 0 12232 JACKSON HAMMOND SENIOR POLICY ANALYST 40.00 X 127042 0 10961 GABRIELLE KALISZ PROGRAM MANAGER 40.00 X 125396 0 8123 CHRISTOPHER MEDRANO LEGAL RESEARCH ASSISTANT 40.00 X 108500 0 0 1473602 0 100847 8 0 1 0 KEVIN COLEMAN 528 KILBURN CT FRANKLIN TN 37067 RESEARCH 106000 1 2872567 2872567 206388 206388 REWARDS 900099 2787 2787 2787 3081742 0 0 209175 X 12500 12500 718678 508767 128589 81322 1258333 1108616 128209 21508 21644 18737 2267 640 54833 46042 7857 934 118652 96955 16643 5054 285 285 58141 22776 35365 24000 24000 509704 509337 367 171799 171799 16661 13208 1772 1681 126916 126225 648 43 47814 47627 187 14047 14047 2354 2354 DUES & SUBSCRIPTIONS 57927 55531 2396 STATE REGISTRATION 6938 6938 LICENSES AND PERMITS 12 12 3221238 2738405 340713 142120 247564 81761 5108500 553658 25000 400584 8167 10705 70233 52989 31291 17244 162267 4366528 5582789 5430480 163863 151266 163863 151266 X 5294078 5138970 124848 140244 5418926 5279214 5582789 5430480 -139496 -216 0 X 0 1 X 0 0 X 1950106 4045451 1966147 4195580 2872567 15029851 1950106 4045451 1966147 4195580 2872567 15029851 593934 14435917 29 419 115668 174312 206388 496816 15526667 X PART II, EXPLANATION OF SHORT YEAR AS PARAGON HEALTH INSTITUTE WAS INCORPORATED DURING 2021, A SHORT YEAR RETURN WAS FILED FOR THE PERIOD ENDED DECEMBER 31, 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16183 7947 8236 54050 45042 9008 17244 X 3081526 -216 -216 3081742 0 3081742 3221238 0 3221238 0 3221238 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION AS DESCRIBED IN SECTION 170(C) AND HAS BEEN CLASSIFIED UNDER SECTION 170(B)(1)(A)(VI) AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION BELIEVES THAT OPERATIONS HAVE BEEN WITHIN THIS TAX-EXEMPT STATUS. UNDER CURRENT IRC REGULATIONS, REVENUE FROM CERTAIN UNRELATED BUSINESS ACTIVITIES IS SUBJECT TO UNRELATED BUSINESS INCOME TAX. SINCE THE ORGANIZATION DID NOT INCUR ANY UNRELATED BUSINESS INCOME, THERE WAS NO NET INCOME TAX EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE ON THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. X X X X 1 RUPERT MUNRO 531 FOREST HILL DR COPPELL TX 75019 CONSULTING 0 0 24000 -24000 24000 -24000 AL AK AZ AR CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK PA RI SC SD TN TX UT VT VA WA WV WI OR WY 0 BROWN UNIVERSITY 1 PROSPECT STREET PROVIDENCE RI 02912 050258809 501(C)(3) 12500 0 GENERAL SUPPPORT 1 0 X X X X X 0 0 0 0 0 0 0 1 0 BRIAN BLASE PRESIDENT/TREASURER 465080 0 25000 0 0 0 14702 0 24828 0 529610 0 0 0 RYAN LONGDIR OF CONGRESSIONAL RELATIONS & SENIOR RESEARCH FELLOW 276535 0 10000 0 0 0 0 0 16237 0 302772 0 0 0 MATTHEW ROBINSON EXECUTIVE VICE PRESIDENT 175304 0 0 0 0 0 5259 0 8505 0 189068 0 0 0 ANTHONY WOJTKOWIAK DIRECTOR COMMUNICATIONS & OPERATIONS 154245 0 6500 0 0 0 4822 0 7410 0 172977 0 0 0 PART I, LINE 7 IN 2025, THE ORGANIZATION PAID BONUSES TO THE EMPLOYEES LISTED BELOW; THEY WERE DETERMINED AT THE DISCRETION OF THE PRESIDENT, EXCEPT FOR THE PRESIDENT'S BONUS, WHICH WAS DETERMINED BY THE COMPENSATION COMMITTEE: BRIAN BLASE - $25,000 RYAN LONG - $10,000 ANTHONY WOJTKOWIAK - $6,500 JACKSON HAMMOND - $2,500 GABRIELLE KALISZ - $7,500 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE PRESIDENT, EXECUTIVE VICE PRESIDENT, DIRECTOR OF COMMUNICATIONS AND OPERATIONS, PROGRAM MANAGER, AND THE OUTSIDE ACCOUNTANT. PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE, THE BOARD OF DIRECTORS REVIEWS THE DRAFT FORM 990 AND PROVIDES APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS ON AN ANNUAL BASIS. ALL CONFLICTS OF INTEREST ARE INVESTIGATED ON A CASE-BY-CASE BASIS. NO RESIGNATION IS REQUIRED FOR AN INDIVIDUAL WITH CONFLICT OF INTEREST; HOWEVER, THE PRESIDENT MAY MAKE A FAIR AND FULL EVALUATION OF ALL FACTS PERTAINING THE CONFLICT TO DETERMINE ITS EXTENT. IF THE PRESIDENT MAKES A DETERMINATION IN WRITING THAT THE NATURE AND EXTENT OF THE CONFLICT OF INTEREST IS SO SUBSTANTIAL AND OF SUCH A CONTINUING NATURE THAT IT WOULD BE IMPOSSIBLE FOR THE EMPLOYEE TO DISCHARGE THE DUTIES OF THEIR POSITION WITH THE REQUISITE DEGREE OF LOYALTY AND INTEGRITY, THEN THE PRESIDENT MAY REQUIRE THE RESIGNATION OF THE EMPLOYEE WHO IS SUBJECT TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE WAS FORMED IN ORDER TO DETERMINE EXECUTIVE COMPENSATION. COMPARATIVE RESEARCH IS PERFORMED INCLUDING SALARY SURVEYS OF COMPARABLE ROLES FROM OTHER NONPROFITS AND INDIVIDUAL DATA POINTS. THIS ALLOWS THE ORGANIZATION TO INQUIRE ABOUT COMPENSATION IN SIMILAR ROLES AT OTHER ORGANIZATIONS. IN MAY 2025, THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTED A REVIEW OF THE PRESIDENT'S COMPENSATION AND APPROVED A PERFORMANCE-BASED BONUS, WHICH WAS COMMUNICATED TO THE PRESIDENT ON MAY 6, 2025. THE COMPENSATION COMMITTEE APPROVED AN ADJUSTMENT TO THE PRESIDENT'S BASE SALARY AS WELL AS AN ADDITIONAL PERFORMANCE BONUS, AND THE PRESIDENT'S COMPENSATION, INCLUDING BOTH BASE SALARY AND BONUS, WAS LAST REVIEWED BY THE BOARD OF DIRECTORS IN DECEMBER 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990 AND THE EXEMPTION APPLICATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G DIRECTORS: PROGRAM SERVICE EXPENSES 226,071. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 226,071. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 205,732. MANAGEMENT AND GENERAL EXPENSES 367. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 206,099. RESEARCH CONTRACTS: PROGRAM SERVICE EXPENSES 69,940. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,940. TYPESETTING: PROGRAM SERVICE EXPENSES 7,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,594.