LSTA INC ( FORMERLY LOAN SYNDICATIONS AND TRADING ASSOCIATION INC) (EIN 133867347) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

ALEXANDER NABIOCHECK

Phone

2128803016

Tax Period

2024-01-01 to 2024-12-31

LSTA INC ( FORMERLY LOAN SYNDICATIONS AND TRADING ASSOCIATION INC), founded in 1995, is a mid-sized nonprofit that reported $17.6M in total revenue in fiscal year 2024. The organization ran a surplus of $3.3M, a strong 19% operating margin.

Mission

TO PROMOTE FAIR, ORDERLY, & EFFICIENT CORPORATE LOAN MARKETS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $12,874,938

Investment Income $1,230,885

Other Revenue $3,484,983

TOTAL REVENUE $17,590,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,313,633

Fundraising Expenses $0

Other Expenses $4,940,803

TOTAL EXPENSES $14,254,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,590,806	$17,015,938	+0.0%
Expenses	$14,254,436	$13,709,390	+0.0%
Net Income	$3,336,370	$3,306,548	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$5,186,264

Total Directors

Key Employees

$723,483

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID LERNER	CO-CHAIR	4.00	Officer Director	$0	$0	$0
ALEXANDER STROMBERG	CO-CHAIR	4.00	Officer Director	$0	$0	$0
ALEX NABOICKECK	VICE CHAIR & TREASURER	4.00	Officer Director	$0	$0	$0
CARLY WILSON	VICE CHAIR & SECRETARY	4.00	Officer Director	$0	$0	$0
WYNNE COMER	VICE CHAIR AT LARGE	4.00	Officer Director	$0	$0	$0
THOMAS WONG	VICE CHAIR AT LARGE	4.00	Officer Director	$0	$0	$0
MOHAMED BASMA	DIRECTOR	4.00	Director	$0	$0	$0
PATRICK GALLAGHER	DIRECTOR	4.00	Director	$0	$0	$0
MICHAEL EILERT	DIRECTOR	4.00	Director	$0	$0	$0
PATRICK GALLAGHER	DIRECTOR	4.00	Director	$0	$0	$0
DEE GREENBERG	DIRECTOR	4.00	Director	$0	$0	$0
RALPH HINCKLEY	DIRECTOR	4.00	Director	$0	$0	$0
VALERIE KRITSBERG	DIRECTOR	4.00	Director	$0	$0	$0
JEREMIAH LANE	DIRECTOR	4.00	Director	$0	$0	$0
MATTHEW MATSON	DIRECTOR	4.00	Director	$0	$0	$0
DAVID MECHLIN	DIRECTOR	4.00	Director	$0	$0	$0
SETH MISSHULA	DIRECTOR	4.00	Director	$0	$0	$0
GREGORY ROBBINS	DIRECTOR	4.00	Director	$0	$0	$0
TODD ROTHMAN	DIRECTOR	4.00	Director	$0	$0	$0
SABRINA RUSNAK-CARLSON	DIRECTOR	4.00	Director	$0	$0	$0
MATTHEW STANCZUK	DIRECTOR	4.00	Director	$0	$0	$0
FRANCIS SUTTER	DIRECTOR	4.00	Director	$0	$0	$0
JAMES VANEK	DIRECTOR	4.00	Director	$0	$0	$0
JEFF WARREN	DIRECTOR	4.00	Director	$0	$0	$0
KEVIN WHITE	DIRECTOR	4.00	Director	$0	$0	$0
SEAN GRIFFIN	CEO AND EXECUTIVE DIRECTOR	40.00	Officer	$364,134	$40,095	$404,229
LEE SHAIMAN	CEO AND EXECUTIVE DIRECTOR	40.00	Officer	$1,189,271	$96,319	$1,285,590
ELIOT GANZ	HEAD OF ADVOCACY	40.00	Officer	$767,258	$103,329	$870,587
BRIDGET MARSH	EVP AND GENERAL COUNSEL	40.00	Officer	$664,886	$109,007	$773,893
THEODORE BASTA	EVP OF MARKET ANALYTICS	40.00	Officer	$647,171	$64,130	$711,301
ELLEN HEFFERAN	EVP OF OPERATIONS AND ACCOUNTING	40.00	Officer	$554,816	$84,579	$639,395
MEREDITH COFFEY	EVP OF MARKET RESEARCH AND POLICY	40.00	Officer	$470,697	$30,572	$501,269
TESS VIRMANI	DEPUTY GENERAL COUNSEL AND EVP HEAD OF POLICY	40.00	Key Emp	$619,254	$104,229	$723,483
LISA SCHNEIDER	EVP OF MEMBERSHIP	40.00	Highest	$465,974	$102,030	$568,004
ANDREW BERLIN	VP, DIRECTOR OF POLICY RESEARCH	40.00	Highest	$253,622	$64,722	$318,344
HUGO PEREIRA	VP OF MARKET ANALYTICS	40.00	Highest	$240,814	$93,340	$334,154
LORENA DELUCA	DIRECTOR OF EVENTS AND SPECIAL PROJECTS	40.00	Highest	$156,527	$60,798	$217,325
ELIZABETH YAZGI	ASSOCIATE GENERAL COUNSEL	40.00	Highest	$151,645	$26,770	$178,415

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$17,590,806	$14,254,436	$53,459,067	$3,336,370
2023	$17,015,938	$13,709,390	$49,453,793	$3,306,548
2022	$15,270,682	$12,794,670	$45,251,433	$2,476,012
2021	$12,627,909	$10,502,794	$36,047,040	$2,125,115
2020	$12,995,504	$10,661,699	$32,443,554	$2,333,805
2019	$14,969,883	$11,866,879	$29,536,063	$3,103,004
2018	$13,987,509	$10,823,986	$26,183,909	$3,163,523

LSTA INC ( FORMERLY LOAN SYNDICATIONS AND TRADING ASSOCIATION INC)