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Nonprofit · EIN 13-3867347

LSTA

Tax-exempt · NEW YORK, NY 10017

Financials

$17.6M$14.3M2024
Revenue Expenses · by fiscal year end
Financials of LSTA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$17,590,806$14,254,436$3,336,370$53,459,067$18,194,562$35,264,505
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$12,874,938
Investment income
$1,230,885
Royalties
$3,474,538
Net gain from sales of assets
$19,427
Other revenue
$3,484,983

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$5,909,747
Other salaries and wages
$2,313,564
Salaries, compensation and benefits (total)
$9,313,633
Professional fundraising fees
$0
Legal fees
$792,244
Accounting fees
$242,206
Occupancy
$450,621
Travel
$181,358
Depreciation
$67,579

Balance sheet and other

Total assets, start of year
$49,453,793
Total assets, end of year
$53,459,067
Total liabilities, end of year
$18,194,562
Net assets, end of year
$35,264,505
Land, buildings and equipment
$78,444
Publicly traded securities
$38,568,744
Net assets without donor restrictions
$35,264,505
Gross receipts
$22,723,465
Employees
18
Volunteers
25
Year formed
1995
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LEE SHAIMANCEO AND EXECUTIVE DIRECTOR
Officer
40$1,189,271$96,319
ELIOT GANZHEAD OF ADVOCACY
Officer
40$767,258$103,329
BRIDGET MARSHEVP AND GENERAL COUNSEL
Officer
40$664,886$109,007
TESS VIRMANIDEPUTY GENERAL COUNSEL AND EVP HEAD OF POLICY
Key employee
40$619,254$104,229
THEODORE BASTAEVP OF MARKET ANALYTICS
Officer
40$647,171$64,130
ELLEN HEFFERANEVP OF OPERATIONS AND ACCOUNTING
Officer
40$554,816$84,579
LISA SCHNEIDEREVP OF MEMBERSHIP
Highest-paid employee
40$465,974$102,030
MEREDITH COFFEYEVP OF MARKET RESEARCH AND POLICY
Officer
40$470,697$30,572
SEAN GRIFFINCEO AND EXECUTIVE DIRECTOR
Officer
40$364,134$40,095
HUGO PEREIRAVP OF MARKET ANALYTICS
Highest-paid employee
40$240,814$93,340
ANDREW BERLINVP, DIRECTOR OF POLICY RESEARCH
Highest-paid employee
40$253,622$64,722
LORENA DELUCADIRECTOR OF EVENTS AND SPECIAL PROJECTS
Highest-paid employee
40$156,527$60,798
ELIZABETH YAZGIASSOCIATE GENERAL COUNSEL
Highest-paid employee
40$151,645$26,770
DAVID LERNERCO-CHAIR
Trustee or director, Officer
4$0$0
ALEXANDER STROMBERGCO-CHAIR
Trustee or director, Officer
4$0$0
23 more people on this return
NameTitleHours / weekCompensation
ALEX NABOICKECKVICE CHAIR & TREASURER
Trustee or director, Officer
4$0
CARLY WILSONVICE CHAIR & SECRETARY
Trustee or director, Officer
4$0
WYNNE COMERVICE CHAIR AT LARGE
Trustee or director, Officer
4$0
THOMAS WONGVICE CHAIR AT LARGE
Trustee or director, Officer
4$0
MOHAMED BASMADIRECTOR
Trustee or director
4$0
PATRICK GALLAGHERDIRECTOR
Trustee or director
4$0
MICHAEL EILERTDIRECTOR
Trustee or director
4$0
PATRICK GALLAGHERDIRECTOR
Trustee or director
4$0
DEE GREENBERGDIRECTOR
Trustee or director
4$0
RALPH HINCKLEYDIRECTOR
Trustee or director
4$0
VALERIE KRITSBERGDIRECTOR
Trustee or director
4$0
JEREMIAH LANEDIRECTOR
Trustee or director
4$0
MATTHEW MATSONDIRECTOR
Trustee or director
4$0
DAVID MECHLINDIRECTOR
Trustee or director
4$0
SETH MISSHULADIRECTOR
Trustee or director
4$0
GREGORY ROBBINSDIRECTOR
Trustee or director
4$0
TODD ROTHMANDIRECTOR
Trustee or director
4$0
SABRINA RUSNAK-CARLSONDIRECTOR
Trustee or director
4$0
MATTHEW STANCZUKDIRECTOR
Trustee or director
4$0
FRANCIS SUTTERDIRECTOR
Trustee or director
4$0
JAMES VANEKDIRECTOR
Trustee or director
4$0
JEFF WARRENDIRECTOR
Trustee or director
4$0
KEVIN WHITEDIRECTOR
Trustee or director
4$0

Address and contacts

Address (IRS master file)
366 MADISON AVENUE 15TH F, NEW YORK, NY 10017-3122
In care of
% FRANK C PULEO
Principal officer (990 for 2024)
ALEXANDER NABIOCHECK, 366 MADISON AVENUE 15TH F, NEW YORK, NY 10017
Signed the 990
ALEXANDER NABIOCHECK, VICE CHAIR
Phone
(212) 880-3016
Return prepared by
CONDON O'MEARA MCGINTY & DONNELLY LLP

Mission

TO PROMOTE A FAIR, ORDERLY & EFFICIENT CORPORATE LOAN MARKET & PROVIDE LEADERSHIP IN ADVANCING THE INTERESTS OF ALL MARKET PARTICIPANTS

990 for the year ended December 31, 2024

Program accomplishments

  • LSTA 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-3867347
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$53,459,067
Income (IRS master file)
$22,723,465

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024–––IRS
990December 2023$17,015,938$13,709,390$49,453,793IRS
990December 2022$15,270,682$12,794,670$45,251,433IRS
990December 2021$12,627,909$10,502,794$36,047,040IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about LSTA

What is the EIN of LSTA?
The employer identification number (EIN) of LSTA is 13-3867347.
Is LSTA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1997.
Are donations to LSTA tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LSTA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LSTA due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LSTA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LSTA?
The 990 for the year ended December 31, 2024 names ALEXANDER NABIOCHECK.
Who are the officers and directors of LSTA?
The 990 for the year ended December 31, 2024 lists 38 people; 13 received compensation from the organization, the highest $1,189,271 (LEE SHAIMAN, CEO AND EXECUTIVE DIRECTOR).
How much revenue does LSTA have?
On its 990 for the year ended December 31, 2024 it reported revenue of $17,590,806, expenses of $14,254,436 and total assets of $53,459,067 at year end.

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