2025-10-31T08:20:30-05:00 2024-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2024-01-01 872508858 PARAGON HEALTH INSTITUTE PARA 7035272734 4201 WILSON BOULEVARD 0805 ARLINGTON VA 22203 BRIAN BLASE PRESIDENT/TREASURER 7035272734 2025-10-31 1 1 JENNIFER S HAN P00633304 2022937000 2025-10-31 2024 2025-03-06 01:10:19Z BRIAN BLASE 4201 WILSON BOULEVARD 0805 ARLINGTON VA 22203 4370102 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 12 27 0 0 1966147 4195580 0 0 115668 174312 2387 210 2084202 4370102 3000 0 0 0 1463729 1598337 27000 24000 85697 894077 1200198 2387806 2822535 -303604 1547567 3918641 5582789 48778 163863 3869863 5418926 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 2532488 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. 2532488 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 12 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 BRIAN BLASE PRESIDENT/TREASURER 40.00 X X 405656 0 29609 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 DREW GONSHOROWSKI SENIOR RESEARCH FELLOW 40.00 X 168834 0 8858 JOSEPH ALBANESE SENIOR POLICY ANALYST 40.00 X 166607 0 9121 ANTHONY WOJTKOWIAK DIRECTOR COMMUNICATIONS & OPERATIONS 40.00 X 155080 0 11724 GABRIELLE KALISZ PROGRAM MANAGER 40.00 X 110234 0 6844 1006411 0 66156 5 0 1 0 THEO MERKEL 1221 LINDEN PL NE WASHINGTON DC 200024454 CONSULTING 153000 JOEL ZINBERG 500 E 85TH ST APT 22H NEW YORK NY 100287409 CONSULTING 120000 2 4195580 4195580 174312 174312 REWARDS 900099 210 210 210 4370102 0 0 174522 X 435265 348211 43527 43527 1008458 921430 83630 3398 25378 21208 2772 1398 35081 30052 3727 1302 94155 84150 8182 1823 12540 12440 100 35605 180 35425 24000 24000 175 175 782552 772443 10109 169104 169104 16374 15326 974 74 60009 60009 51635 51531 38 66 13407 13407 7615 7615 DUES & SUBSCRIPTIONS 51156 46404 4752 LICENSES AND PERMITS 26 26 2822535 2532488 204350 85697 310799 247564 2741393 5108500 25000 770 0 11178 8167 70233 38942 7671 31291 816202 162267 30628 3918641 5582789 48778 163863 48778 163863 X 3723998 5294078 145865 124848 3869863 5418926 3918641 5582789 1547567 1496 0 X X 0 1 X 0 0 X 1950106 4045451 1966147 4195580 12157284 1950106 4045451 1966147 4195580 12157284 268138 11889146 29 419 115668 174312 290428 12447712 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 4710 11473 54050 34232 19818 31291 X 4371423 1496 1496 4369927 175 175 4370102 2822360 0 2822360 175 175 2822535 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 YEAR ENDED DECEMBER 31, 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 AR CA CO DC CT FL GA HI IL KS KY LA MA MD MN MI ME MO NC ND NH NJ NM NY NV OK OH OR PA RI SC TN UT VA WA WI WV X X X X X 0 0 0 0 0 0 0 1 0 BRIAN BLASE PRESIDENT/TREASURER 405656 0 0 0 0 0 12286 0 17323 0 435265 0 0 0 DREW GONSHOROWSKI SENIOR RESEARCH FELLOW 156366 0 12468 0 0 0 4327 0 4531 0 177692 0 0 0 JOSEPH ALBANESE SENIOR POLICY ANALYST 156607 0 10000 0 0 0 4998 0 4123 0 175728 0 0 0 ANTHONY WOJTKOWIAK DIRECTOR COMMUNICATIONS & OPERATIONS 145080 0 10000 0 0 0 4652 0 7072 0 166804 0 0 0 PART I, LINE 7 IN 2024, THE ORGANIZATION PAID BONUSES TO THE EMPLOYEES LISTED BELOW. THEY WERE DETERMINED AT THE DISCRETION OF THE PRESIDENT: DREW GONSHOROWSKI - $12,468 JOSEPH ALBANESE - $10,000 ANTHONY WOJTKOWIAK - $10,000 GABRIELLE KALISZ - $5,300 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE 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 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. THE COMPENSATION STUDY TO HELP DETERMINE THE PRESIDENT'S COMPENSATION WAS LAST PERFORMED IN SEPTEMBER 2024. 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 427,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 427,000. RESEARCH CONTRACTS: PROGRAM SERVICE EXPENSES 294,877. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 294,877. OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 38,629. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,629. TYPESETTING: PROGRAM SERVICE EXPENSES 11,937. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,937. STATE REGISTRATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,109. TOTAL EXPENSES 10,109. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.