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LSTA: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LSTA (EIN 13-3867347)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-07
IRS object ID
202502809349301990
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-07T22:56:17-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133867347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LSTA INC ( FORMERLY LOAN SYNDICATIONSBusinessNameLine1Txt
Business Name Line2AND TRADING ASSOCIATION INC)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLSTABusinessNameControlTxt
Phone2128803016PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1366 MADISON AVENUE 15TH FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALEXANDER NABIOCHECKPersonNm
Person TitleVICE CHAIRPersonTitleTxt
Phone2128803016PhoneNum
Signature2025-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Principal OfficerALEXANDER NABIOCHECKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1366 MADISON AVENUE 15TH FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,723,465GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.LSTA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROMOTE FAIR, ORDERLY, & EFFICIENT CORPORATE LOAN MARKETSActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee18TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$12,319,227PYProgramServiceRevenueAmt
CY Program Service Revenue$12,874,938CYProgramServiceRevenueAmt
PY Investment Income$854,438PYInvestmentIncomeAmt
CY Investment Income$1,230,885CYInvestmentIncomeAmt
PY Other Revenue$3,842,273PYOtherRevenueAmt
CY Other Revenue$3,484,983CYOtherRevenueAmt
PY Total Revenue$17,015,938PYTotalRevenueAmt
CY Total Revenue$17,590,806CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,042,405PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,313,633CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,666,985PYOtherExpensesAmt
CY Other Expenses$4,940,803CYOtherExpensesAmt
PY Total Expenses$13,709,390PYTotalExpensesAmt
CY Total Expenses$14,254,436CYTotalExpensesAmt
PY Revenues Less Expenses$3,306,548PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,336,370CYRevenuesLessExpensesAmt
Total Assets BOY$49,453,793TotalAssetsBOYAmt
Total Assets EOY$53,459,067TotalAssetsEOYAmt
Total Liabilities BOY$17,604,568TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,194,562TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,849,225NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$35,264,505NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE A FAIR, ORDERLY & EFFICIENT CORPORATE LOAN MARKET & PROVIDE LEADERSHIP IN ADVANCING THE INTERESTS OF ALL MARKET PARTICIPANTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescLSTA SEEKS TO ENHANCE PUBLIC UNDERSTANDING OF THE CORPORATE LOAN ASSET CLASS AND TO SERVE THE PUBLIC INTEREST BY ENCOURAGING ADHERENCE TO THE HIGHEST ETHICAL STANDARDS BY ALL MARKET PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document29IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee18EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACKIE MCCABE LSTABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128803016PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1366 MADISON AVENUE 15TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID LERNER
CO-CHAIR4.00Yes (X)Yes (X)$0$0$0
ALEXANDER STROMBERG
CO-CHAIR4.00Yes (X)Yes (X)$0$0$0
ALEX NABOICKECK
VICE CHAIR & TREASURER4.00Yes (X)Yes (X)$0$0$0
CARLY WILSON
VICE CHAIR & SECRETARY4.00Yes (X)Yes (X)$0$0$0
WYNNE COMER
VICE CHAIR AT LARGE4.00Yes (X)Yes (X)$0$0$0
THOMAS WONG
VICE CHAIR AT LARGE4.00Yes (X)Yes (X)$0$0$0
MOHAMED BASMA
DIRECTOR4.00Yes (X)$0$0$0
PATRICK GALLAGHER
DIRECTOR4.00Yes (X)$0$0$0
MICHAEL EILERT
DIRECTOR4.00Yes (X)$0$0$0
PATRICK GALLAGHER
DIRECTOR4.00Yes (X)$0$0$0
DEE GREENBERG
DIRECTOR4.00Yes (X)$0$0$0
RALPH HINCKLEY
DIRECTOR4.00Yes (X)$0$0$0
VALERIE KRITSBERG
DIRECTOR4.00Yes (X)$0$0$0
JEREMIAH LANE
DIRECTOR4.00Yes (X)$0$0$0
MATTHEW MATSON
DIRECTOR4.00Yes (X)$0$0$0
DAVID MECHLIN
DIRECTOR4.00Yes (X)$0$0$0
SETH MISSHULA
DIRECTOR4.00Yes (X)$0$0$0
GREGORY ROBBINS
DIRECTOR4.00Yes (X)$0$0$0
TODD ROTHMAN
DIRECTOR4.00Yes (X)$0$0$0
SABRINA RUSNAK-CARLSON
DIRECTOR4.00Yes (X)$0$0$0
MATTHEW STANCZUK
DIRECTOR4.00Yes (X)$0$0$0
FRANCIS SUTTER
DIRECTOR4.00Yes (X)$0$0$0
JAMES VANEK
DIRECTOR4.00Yes (X)$0$0$0
JEFF WARREN
DIRECTOR4.00Yes (X)$0$0$0
KEVIN WHITE
DIRECTOR4.00Yes (X)$0$0$0
SEAN GRIFFIN
CEO AND EXECUTIVE DIRECTOR40.00Yes (X)$364,134$0$40,095
LEE SHAIMAN
CEO AND EXECUTIVE DIRECTOR40.00Yes (X)$1,189,271$0$96,319
ELIOT GANZ
HEAD OF ADVOCACY40.00Yes (X)$767,258$0$103,329
BRIDGET MARSH
EVP AND GENERAL COUNSEL40.00Yes (X)$664,886$0$109,007
THEODORE BASTA
EVP OF MARKET ANALYTICS40.00Yes (X)$647,171$0$64,130
ELLEN HEFFERAN
EVP OF OPERATIONS AND ACCOUNTING40.00Yes (X)$554,816$0$84,579
MEREDITH COFFEY
EVP OF MARKET RESEARCH AND POLICY40.00Yes (X)$470,697$0$30,572
TESS VIRMANI
DEPUTY GENERAL COUNSEL AND EVP HEAD OF POLICY40.00$619,254$0$104,229Yes (X)
LISA SCHNEIDER
EVP OF MEMBERSHIP40.00$465,974$0$102,030Yes (X)
ANDREW BERLIN
VP, DIRECTOR OF POLICY RESEARCH40.00$253,622$0$64,722Yes (X)
HUGO PEREIRA
VP OF MARKET ANALYTICS40.00$240,814$0$93,340Yes (X)
LORENA DELUCA
DIRECTOR OF EVENTS AND SPECIAL PROJECTS40.00$156,527$0$60,798Yes (X)
ELIZABETH YAZGI
ASSOCIATE GENERAL COUNSEL40.00$151,645$0$26,770Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,546,069TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$979,920TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K17IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PROFILE ADVISORS LLC
405 LEXINGTON AVENUE 9TH FLOORNEW YORKNY10174PUBLIC RELATIONS$265,628
FEDERAL HALL POLICY ADVISORS LLC
1455 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004REGULATORY SUPPORT$260,000
ERICA FRONTIERO
200 EAST 66TH STREETNEW YORKNY10065ADVISORY SERVICES$220,520
ARABELLA ADVISORS LLC
1828 L STREET NORTHWEST SUITE 300WASHINGTONDC20036CONSULTING SERVICES$206,326
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$9,817,340$9,817,340
CONFERENCES900099$3,057,598$3,057,598
FieldValueIRS element (for citing)
Total Program Service Revenue$12,874,938TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,211,458TotalRevenueColumnAmt
Exclusion$1,211,458ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,474,538TotalRevenueColumnAmt
Exclusion$3,474,538ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,152,086SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,132,659SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$19,427SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,427TotalRevenueColumnAmt
Exclusion$19,427ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
DEFALCATION900099$9,787$9,787
ADVERTISING900099$658$658
FieldValueIRS element (for citing)
Other Revenue Total$10,445OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,590,806TotalRevenueColumnAmt
Related Or Exempt Func Income$12,885,383RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,705,423ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,909,747TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,313,564TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$371,712TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$541,831TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$176,779TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$792,244TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$242,206TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$260,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$143,774TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$328,597TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$393,743TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$338,593TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$190,336TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$450,621TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$181,358TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,507,840TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$67,579TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$39,993TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescLOAN MARKET CHRONICLEDesc
Total$3,919TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,254,436TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$808,937BOYAmt
EOY$4,548,271EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,482,137BOYAmt
EOY$1,082,558EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,047,187BOYAmt
EOY$6,523,025EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$74,894BOYAmt
EOY$144,784EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,171,197LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,092,753LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$86,677BOYAmt
EOY$78,444EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,030,266BOYAmt
EOY$38,568,744EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,923,695BOYAmt
EOY$2,513,241EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,453,793BOYAmt
EOY$53,459,067EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,404,361BOYAmt
EOY$4,881,629EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,873,825BOYAmt
EOY$10,395,925EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,326,382BOYAmt
EOY$2,917,008EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,604,568BOYAmt
EOY$18,194,562EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,849,225BOYAmt
EOY$35,264,505EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,849,225BOYAmt
EOY$35,264,505EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,453,793BOYAmt
EOY$53,459,067EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,336,370ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$78,910NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$9,817,340DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$260,000NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$260,000NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$289,612AggregateReportedDuesNtcAmt
Taxable-$29,612TaxableAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$215,931OtherCostOrOtherBasisAmt
Depreciation$214,586DepreciationAmt
Book Value$1,345BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$487,182OtherCostOrOtherBasisAmt
Depreciation$449,469DepreciationAmt
Book Value$37,713BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$468,084OtherCostOrOtherBasisAmt
Depreciation$428,698DepreciationAmt
Book Value$39,386BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$78,444TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE PAYABLE, NETDesc
Amt$2,917,008Amt
FieldValueIRS element (for citing)
Total Liability$2,917,008TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEE SHAIMAN
CEO AND EXECUTIVE DIRECTOR$589,271$0$600,000$0$0$0$44,000$0$52,319$0$1,285,590$0$0$0
ELIOT GANZ
HEAD OF ADVOCACY$367,258$0$400,000$0$0$0$44,000$0$59,329$0$870,587$0$0$0
BRIDGET MARSH
EVP AND GENERAL COUNSEL$314,886$0$350,000$0$0$0$44,000$0$65,007$0$773,893$0$0$0
TESS VIRMANI
DEPUTY GENERAL COUNSEL AND EVP HEAD$284,254$0$335,000$0$0$0$39,550$0$64,679$0$723,483$0$0$0
THEODORE BASTA
EVP OF MARKET ANALYTICS$297,171$0$350,000$0$0$0$44,000$0$20,130$0$711,301$0$0$0
ELLEN HEFFERAN
EVP OF OPERATIONS AND ACCOUNTING$294,816$0$260,000$0$0$0$44,000$0$40,579$0$639,395$0$0$0
LISA SCHNEIDER
EVP OF MEMBERSHIP$265,974$0$200,000$0$0$0$44,000$0$58,030$0$568,004$0$0$0
MEREDITH COFFEY
EVP OF MARKET RESEARCH AND POLICY$50,697$0$420,000$0$0$0$30,500$0$72$0$501,269$0$0$0
SEAN GRIFFIN
CEO AND EXECUTIVE DIRECTOR$364,134$0$0$0$0$0$0$0$40,095$0$404,229$0$0$0
HUGO PEREIRA
VP OF MARKET ANALYTICS$190,814$0$50,000$0$0$0$36,250$0$57,090$0$334,154$0$0$0
ANDREW BERLIN
VP, DIRECTOR OF POLICY RESEARCH$223,622$0$30,000$0$0$0$45,250$0$19,472$0$318,344$0$0$0
LORENA DELUCA
DIRECTOR OF EVENTS AND SPECIAL PROJE$108,527$0$48,000$0$0$0$41,650$0$19,148$0$217,325$0$0$0
ELIZABETH YAZGI
ASSOCIATE GENERAL COUNSEL$151,645$0$0$0$0$0$13,370$0$13,400$0$178,415$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationELLIOT GANZ - HEALTH CLUB $1,000 ELLEN HEFFERAN - HEALTH CLUB $1,292 LISA SCHNEIDER - HEALTH CLUB $1,037 MEREDITH COFFEY -HEALTH CLUB $1,000 BRIDGET MARSH - HEALTH CLUB $405 TESS VIRMANI - HEALTH CLUB $362 CLARA COLON - HEALTH CLUB $1,246 LORENA DELUCA - HEALTH CLUB $1,000ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 1THE LOAN SYNDICATIONS AND TRADING ASSOCIATION, INC. ("LSTA") PROMOTES A FAIR, ORDERLY, EFFICIENT, AND GROWING CORPORATE LOAN MARKET AND PROVIDES LEADERSHIP IN ADVANCING AND BALANCING THE INTERESTS OF ALL MARKET PARTICIPANTS. THE LSTA CARRIES OUT A WIDE VARIETY OF ACTIVITIES TO: ADVOCATE FOR THE SHARED INTERESTS OF ALL LOAN MARKET PARTICIPANTS, INCREASE MARKET TRANSPARENCY AND EFFICIENCY, FACILITATE AND IMPROVE THE SETTLEMENT PROCESS, EDUCATE MARKET PARTICIPANTS AND PROMOTE THE GROWTH OF THE LOAN ASSET CLASS. ACTIVITIES INCLUDE THE DEVELOPMENT OF STANDARD FORMS AND DOCUMENTATION AND THE DISSEMINATION OF MARKET-PRICING INFORMATION.
FORM 990, PART VI, SECTION A, LINE 6LSTA, INC. WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7AIN NOVEMBER, THE EXECUTIVE DIRECTOR SENDS A NOTICE OUT TO ALL THE FULL MEMBERS TO INQUIRE IF ANYONE WOULD LIKE TO BE CONSIDERED FOR THE BOARD. THE NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS THEN SENDS OUT QUESTIONNAIRES TO THOSE MEMBERS WISHING TO BE CONSIDERED, AND THEY INTERVIEW EACH CANDIDATE. THE NOMINATING COMMITTEE THEN PICKS THE CANDIDATES THEY FEEL ARE THE BEST QUALIFIED AND BEST REPRESENT THE MARKET. THE SELECTED CANDIDATES ARE PROPOSED UP AT THE ANNUAL MEETING (HELD IN JANUARY) WHERE THE FULL LSTA MEMBERSHIP VOTES.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO ALL VOTING BOARD MEMBERS VIA EMAIL. AN EXECUTIVE COMMITTEE MEETING IS HELD FOR REVIEW AND DISCUSSION REGARDING THE FORM 990 FOR APPROVAL AND FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO READ OUR CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY AND ARE REQUIRED AFTERWARDS TO SIGN THE ANNUAL ACKNOWLEDGEMENT AND DISCLOSURE STATEMENT. THE BOARD AND KEY STAFF MUST SIGN A NEW FORM EVERY YEAR.
FORM 990, PART VI, SECTION B, LINE 15POLICY INCLUDES THAT ALL COMPENSATION BE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (7 MEMBERS OF THE BOARD). COMPARABILITY DOCUMENTATION IS PROVIDED AND DISCUSSIONS TAKE PLACE REGARDING EACH EMPLOYEE OF THE ORGANIZATION. DETERMINATIONS OF THE EXECUTIVE COMMITTEE IS THE FINAL DETERMINING FACTOR.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE TO ALL MEMBERS IN GOOD STANDING UPON REQUEST AT THE OFFICES OF THE LSTA.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE BUSINESS LOAN COALITION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1366 MADISON AVENUE 15TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesGRASSROOTS ADVOCACY AFFILIATEPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$116,850TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1LSTA INCBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LOAN SYNDICATIONS AND TRADING ASSOCIATION POLITICAL ACTION COMMITTEEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1366 MADISON AVE FL 15AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
EIN831754979EIN
Primary ActivitiesPACPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Exempt Code Section527ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd