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PRESS CONTACT: Carey P. Hendrickson, Chief Financial Officer Phone: 1-972-770-5600 CAPITAL SENIOR LIVING CORPORATION REPORTS FIRST QUARTER 2015 RESULTS DALLAS (BUSINESS WIRE)

Key Takeaway: CAPITAL SENIOR LIVING CORPORATION REPORTS FIRST QUARTER 2015 RESULTS (BUSINESS WIRE) May 5, 2015 Capital Senior Living Corporation (the Company ) (NYSE:CSU), one of the nation s largest operators of senior living communities, today announced operating and financial results for

Full Press Release Details

CAPITAL SENIOR LIVING CORPORATION
REPORTS FIRST QUARTER 2015 RESULTS
(BUSINESS WIRE) May 5, 2015 Capital Senior Living Corporation (the Company ) (NYSE:CSU), one of the nation s largest operators of senior living communities, today announced operating and financial results
for the first quarter of 2015. Company highlights for the first quarter include:
Operating and Financial Summary (all amounts in the summary
exclude four communities that are undergoing repositioning, lease-up or significant renovation and conversion, unless otherwise noted; also, see Non-GAAP Financial Measures below)
We are pleased to report significant growth in revenue,
Adjusted EBITDAR and Adjusted CFFO in the first quarter of 2015 as compared to the prior year. March was the strongest month in the quarter, providing momentum for the second quarter and the remainder of 2015, said Lawrence A. Cohen, Chief
Executive Officer of the Company. Despite a harsh winter and strong flu season which resulted in high attrition levels and affected our same-community occupancy and revenue, we were able to achieve a 60 basis point positive spread between
same-community revenue and expense growth, and achieved a record-high first quarter margin of 36.2%. Move-ins were up 15% in the first quarter over the prior year due to the marketing initiatives we have implemented over the last year, which allowed
us to offset most of the attrition by the end of the first quarter. We achieved a net increase of 89 residents in the month of March. Also, our conversions of independent living units to assisted living and memory care units remain on schedule.
Complementing this growth is a robust pipeline that allows us to continue our disciplined and strategic acquisition program that increases our ownership
of high-quality senior living communities in geographically concentrated regions and generates meaningful increases in CFFO, earnings and real estate value. We closed on two such communities in the first quarter, and we continue to pursue additional
We are successfully executing on our strategic plan, and believe that we are well positioned to make
meaningful gains in shareholder value as a substantially all private-pay business in an industry that benefits from need-driven demand, limited new supply, and an improving economy and housing market.
Recent Investment Activity
Combined highlights of the transactions include:
The communities were
financed with an aggregate of approximately $35.5 million of non-recourse 10-year mortgage debt at an average fixed interest rate of 3.87%.
Financial Results First Quarter
For the first quarter of 2015, the Company reported revenue of $98.6 million, compared to revenue of $91.9 million in the first quarter of 2014,
an increase of 7.4%. Resident and healthcare revenue increased from the first quarter of the prior year by approximately $8.5 million, or 9.4%, mostly due to the acquisition of 10 communities during or after the first quarter of 2014. As expected,
community reimbursement revenue and affiliated management revenue decreased approximately $1.7 million in the first quarter of 2015 as compared to the first quarter of 2014. The acquisition of three Ohio communities in which the Company previously
held a 10% interest as a joint venture on June 30, 2014, resulted in the elimination of these two revenue items as well as community reimbursement expense.
Operating expenses for the first quarter of 2015 were $60.1 million, an increase of $4.4 million from the
first quarter of 2014, primarily due to the acquisition of 10 communities during or after the first quarter of 2014.
General and administrative expenses
for the first quarter of 2015 were $5.0 million, which includes $0.5 million of transaction and other one-time costs. Excluding transaction and other one-time costs, general and administrative expenses decreased $0.1 million in the first quarter of
2015 as compared to the first quarter of 2014. As a percentage of revenues under management, general and administrative expenses, excluding transaction and other one-time costs, were 4.6% in the first quarter of 2015 as compared to 4.9% in the first
The Company s Non-GAAP financial measures exclude four communities that are undergoing repositioning, lease-up of higher-licensed
units or significant renovation and conversion. Also, as previously noted, beginning in the first quarter of 2015, the Company no longer includes the change in prepaid resident rent as a component of Adjusted CFFO as it is a non-economic timing
Adjusted EBITDAR for the first quarter of 2015 was approximately $34.1 million, an increase of $3.2 million, or 10.2%, from the first quarter of
2014. This does not include EBITDAR of $0.5 million related to four communities undergoing repositioning, lease-up or significant renovation and conversion. The Adjusted EBITDAR margin for the fourth quarter of 2014 was 36.2%, a record-high first
quarter margin for the Company and an increase of 150 basis points from the first quarter 2014 of 34.7%.
The Company recorded a net loss of $6.0 million
in the first quarter. Excluding non-recurring or non-economic items reconciled on the final page of this release, the Company s adjusted net income was $0.7 million and $0.03 per share in the first quarter of 2015. Adjusted CFFO was $10.5
million, or $0.37 per share, in the first quarter of 2015, a 27.6% increase from the prior year. On a comparable basis, Adjusted CFFO was $8.2 million, or $0.29 per share, in the first quarter of 2014.
Operating Activities
Same-community results
exclude the four communities previously noted that are undergoing repositioning, lease-up or significant renovation and conversion, and transaction and other one-time costs.
Same-community revenue in the first quarter of 2015 increased 1.4% versus the first quarter of 2014. Same-community expenses increased 0.8% from the first
quarter of the prior year. Labor costs, including benefits, increased approximately 1.4%, food costs increased 0.5% and utilities were down 3.2% as compared to the first quarter of the prior year. Same-community net operating income increased 2.0%
in the first quarter of 2015 as compared to the first quarter of 2014.
Capital expenditures for the first quarter of 2014 were $5.5 million, representing approximately $4.4 million
of investment spending and approximately $1.1 million of recurring capital expenditures. If annualized, spending for recurring capital expenditures was approximately $380 per unit.
The Company ended the quarter with
$63.3 million of cash and cash equivalents, including restricted cash, an increase of $11.9 million since December 31, 2014. During the first quarter of 2015, the Company generated cash flow from operations of $12.8 million and received net
proceeds from asset sales and debt refinances of $20.2 million. The Company invested $12.4 million of cash as equity to complete the acquisitions of two communities and spent $5.5 million on capital improvements.
As of March 31, 2015, the Company financed its owned communities with mortgages totaling $661.9 million at interest rates averaging 4.6%. All of the
Company s debt is at fixed interest rates, except for two bridge loans totaling approximately $20.3 million at March 31, 2015, at variable rates averaging 4.3%. The Company has no mortgage maturities before the second quarter of 2017.
The Company s cash on hand and cash flow from operations are expected to be sufficient for working capital, prudent reserves and the equity needed to
fund the Company s acquisition program.
Q4 2014 Conference Call Information
The Company will host a conference call with senior management to discuss the Company s first quarter 2015 financial results. The call will be held on
Tuesday, May 5, 2015, at 5:00 p.m. Eastern Time. The call-in number is 913-312-0412, confirmation code 9810323. A link to a simultaneous webcast of the teleconference will be available at www.capitalsenior.com through Windows Media
Player or RealPlayer.
For the convenience of the Company s shareholders and the public, the conference call will be recorded and available for
replay starting May 5, 2015 at 8:00 p.m. Eastern Time, until May 14, 2015 at 8:00 p.m. Eastern Time. To access the conference call replay, call 719-457-0820, confirmation code 9810323. The conference call will also be made available for
playback via the Company s corporate website, www.capitalsenior.com, beginning May 6, 2015.
Non-GAAP Financial Measures
Adjusted EBITDAR, Adjusted EBITDAR Margin, Adjusted Net Income and Adjusted CFFO are financial measures of operating performance that are not
calculated in accordance with U.S. generally accepted accounting principles ( GAAP ). Non-GAAP financial measures may have material limitations in that they do not reflect all of the amounts associated with our results of operations as
accordance with GAAP. As a result, these non-GAAP financial measures should not be considered a substitute for, nor superior to, financial results and measures determined or calculated in
accordance with GAAP. The Company believes that these non-GAAP measures are useful in identifying trends in day-to-day performance because they exclude items that are of little or no significance to operations and provide indicators to management of
progress in achieving optimal operating performance. In addition, these measures are used by many research analysts and investors to evaluate the performance and the value of companies in the senior living industry. The Company strongly urges you to
review the reconciliation of net income from operations to Adjusted EBITDAR and Adjusted EBITDAR Margin and the reconciliation of net loss to Adjusted Net Income and Adjusted CFFO, along with the Company s consolidated balance sheets,
statements of operations, and statements of cash flows.
Capital Senior Living Corporation is one of the nation s largest operators of residential communities for senior adults. The Company s operating
strategy is to provide value to residents by providing quality senior living services at reasonable prices. The Company s communities emphasize a continuum of care, which integrates independent living, assisted living, and home care services,
to provide residents the opportunity to age in place. The Company operates 115 senior living communities in geographically concentrated regions with an aggregate capacity of approximately 15,000 residents.
The forward-looking statements in
this release are subject to certain risks and uncertainties that could cause results to differ materially, including, but not without limitation to, the Company s ability to find suitable acquisition properties at favorable terms, financing,
refinancing, community sales, licensing, business conditions, risks of downturns in economic conditions generally, satisfaction of closing conditions such as those pertaining to licensure, availability of insurance at commercially reasonable rates,
and changes in accounting principles and interpretations among others, and other risks and factors identified from time to time in our reports filed with the Securities and Exchange Commission.
For information about Capital Senior Living, visit www.capitalsenior.com.
Contact Carey P. Hendrickson, Chief Financial Officer, at 972-770-5600 for more information.
CAPITAL SENIOR LIVING CORPORATION
CONSOLIDATED BALANCE SHEETS
(in thousands, except per share data)
March 31, 2015 December 31, 2014
(unaudited)
ASSETS
Current assets:
Cash and cash equivalents $ 51,073 $ 39,209
Restricted cash 12,246 12,241
Accounts receivable, net 6,640 5,903
Accounts receivable from affiliates 3 5
Deferred taxes 81 460
Assets held for sale 35,761
Property tax and insurance deposits 8,302 12,198
Prepaid expenses and other 4,937 6,797
Total current assets 83,282 112,574
Property and equipment, net 787,988 747,613
Other assets, net 37,779 37,514
Total assets $ 909,049 $ 897,701
LIABILITIES AND SHAREHOLDERS EQUITY
Current liabilities:
Accounts payable $ 3,854 $ 2,540
Accounts payable to affiliates 437 7
Accrued expenses 28,555 32,154
Notes payable of assets held for sale 15,076
Current portion of notes payable 21,953 33,664
Current portion of deferred income and resident revenue 14,547 14,603
Current portion of capital lease and financing obligations 1,062 1,054
Federal and state income taxes payable 526 219
Customer deposits 1,509 1,499
Total current liabilities 72,443 100,816
Deferred income 15,451 15,949
Capital lease and financing obligations, net of current portion 39,836 40,016
Deferred taxes 81 460
Other long-term liabilities 1,392 1,426
Notes payable, net of current portion 642,865 597,860
Commitments and contingencies
Shareholders equity:
Preferred stock, $.01 par value:
Authorized shares 15,000; no shares issued or outstanding
Common stock, $.01 par value:
Authorized shares 65,000; issued and outstanding shares 29,493 and 29,097 in 2015 and 2014, respectively 298 294
Additional paid-in capital 152,911 151,069
Retained deficit (15,294 ) (9,255 )
Treasury stock, at cost 350 shares in 2015 and 2014 (934 ) (934 )
Total shareholders equity 136,981 141,174
Total liabilities and shareholders equity $ 909,049 $ 897,701
CAPITAL SENIOR LIVING CORPORATION
CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS
(in thousands, except per share data)
Three Months Ended March 31,
2015 2014
Revenues:
Resident and health care revenue $ 98,640 $ 90,174
Affiliated management services revenue 208
Community reimbursement revenue 1,475
Total revenues 98,640 91,857
Expenses:
Operating expenses (exclusive of facility lease expense and depreciation and amortization expense shown below) 60,131 55,691
General and administrative expenses 5,013 4,971
Facility lease expense 15,256 14,794
Stock-based compensation expense 1,727 1,360
Depreciation and amortization expense 12,795 10,951
Community reimbursement expense 1,475
Total expenses 94,922 89,242
Income from operations 3,718 2,615
Other income (expense):
Interest income 13 12
Interest expense (8,355 ) (7,137 )
Write-off of deferred loan costs and prepayment premium (871 )
Gain on disposition of assets, net (106 ) 4
Equity in earnings of unconsolidated joint ventures, net 41
Other income 1 8
Loss before (provision) benefit for income taxes (5,600 ) (4,457 )
Benefit (Provision) for income taxes (439 ) (190 )
Net loss $ (6,039 ) $ (4,647 )
Per share data:
Basic net loss per share $ (0.21 ) $ (0.16 )
Diluted net loss per share $ (0.21 ) $ (0.16 )
Weighted average shares outstanding basic 28,565 28,146
Weighted average shares outstanding diluted 28,565 28,146
Comprehensive loss $ (6,039 ) $ (4,647 )
CAPITAL SENIOR LIVING CORPORATION
CONSOLIDATED STATEMENTS OF CASH FLOWS
Three Months Ended March 31,
2015 2014
Operating Activities
Net loss $ (6,039 ) $ (4,647 )
Adjustments to reconcile net loss to net cash provided by operating activities:
Depreciation and amortization 12,795 10,951
Amortization of deferred financing charges 306 320
Amortization of deferred lease costs and lease intangibles 316 308
Deferred income (58 ) (88 )
Write-off of deferred loan costs and prepayment premium 871
Loss (Gain) on disposition of assets, net 106 (4 )
Equity in earnings of unconsolidated joint ventures, net (41 )
Provision for bad debts 264 238
Stock based compensation expense 1,727 1,360
Changes in operating assets and liabilities:
Accounts receivable (1,001 ) (1,763 )
Accounts receivable from affiliates 2 219
Property tax and insurance deposits 3,896 3,449
Prepaid expenses and other 1,860 2,233
Other assets (226 ) 438
Accounts payable 1,744 (455 )
Accrued expenses (3,599 ) (3,325 )
Federal and state income taxes receivable 307 182
Deferred resident revenue (496 ) (228 )
Customer deposits 10 202
Net cash provided by operating activities 12,785 9,349
Investing Activities
Capital expenditures (5,503 ) (3,106 )
Cash paid for acquisitions (47,810 ) (14,600 )
Proceeds from disposition of assets 35,672 4
Distributions from joint ventures 42
Net cash used in investing activities (17,641 ) (17,660 )
Financing Activities
Proceeds from notes payable 80,488 11,000
Repayments of notes payable (62,847 ) (4,432 )
Increase in restricted cash (5 ) (6 )
Cash payments for capital lease obligations (172 ) (156 )
Cash proceeds from the issuance of common stock 8 135
Excess tax benefits on stock options exercised 111 (63 )
Deferred financing charges paid (863 ) (177 )
Net cash provided by financing activities 16,720 6,301
Decrease in cash and cash equivalents 11,864 (2,010 )
Cash and cash equivalents at beginning of period 39,209 13,611
Cash and cash equivalents at end of period $ 51,073 $ 11,601
Supplemental Disclosures
Cash paid during the period for:
Interest $ 7,930 $ 6,429
Income taxes $ 18 $ 44
Capital Senior Living Corporation
Supplemental Information
Average
Communities Resident Capacity Average Units
Q1 15 Q1 14 Q1 15 Q1 14 Q1 15 Q1 14
Portfolio Data
I. Community Ownership / Management
Consolidated communities
Owned 65 60 8,500 7,689 6,542 6,125
Leased 50 50 6,333 6,333 4,983 5,024
Joint Venture communities (equity method) 3 674 434
Total 115 113 14,833 14,696 11,525 11,583
Independent living 6,993 7,597 5,695 6,219
Assisted living 7,840 7,099 5,830 5,364
Total 14,833 14,696 11,525 11,583
II. Percentage of Operating Portfolio
Consolidated communities
Owned 56.5 % 53.1 % 57.3 % 52.3 % 56.8 % 52.9 %
Leased 43.5 % 44.2 % 42.7 % 43.1 % 43.2 % 43.4 %
Joint Venture communities (equity method) 2.7 % 4.6 % 3.7 %
Total 100.0 % 100.0 % 100.0 % 100.0 % 100.0 % 100.0 %
Independent living 47.1 % 51.7 % 49.4 % 53.7 %
Assisted living 52.9 % 48.3 % 50.6 % 46.3 %
Total 100.0 % 100.0 % 100.0 % 100.0 %
Capital Senior Living Corporation
Supplemental Information (excludes communities being repositioned/leased up)
Selected Operating Results Q1 15 Q1 14
I. Owned communities
Number of communities 62 57
Resident capacity 7,891 7,080
Unit capacity 6,076 5,628
Financial occupancy (1) 88.9 % 88.1 %
Revenue (in millions) 50.6 42.6
Operating expenses (in millions) (2) 29.0 24.5
Operating margin 43 % 43 %
Average monthly rent 3,124 2,862
II. Leased communities
Number of communities 49 49
Resident capacity 6,107 6,107
Unit capacity 4,842 4,842
Financial occupancy (1) 85.3 % 85.9 %
Revenue (in millions) 43.6 43.0
Operating expenses (in millions) (2) 21.8 21.8
Operating margin 50 % 49 %
Average monthly rent 3,515 3,443
III. Consolidated communities
Number of communities 111 106
Resident capacity 13,998 13,187
Unit capacity 10,918 10,470
Financial occupancy (1) 87.3 % 87.1 %
Revenue (in millions) 94.2 85.6
Operating expenses (in millions) (2) 50.8 46.2
Operating margin 46 % 46 %
Average monthly rent 3,294 3,127
IV. Communities under management
Number of communities 111 109
Resident capacity 13,998 13,861
Unit capacity 10,918 10,903
Financial occupancy (1) 87.3 % 87.2 %
Revenue (in millions) 94.2 89.7
Operating expenses (in millions) (2) 50.8 48.6
Operating margin 46 % 46 %
Average monthly rent 3,294 3,147
V. Same communities under management
Number of communities 104 104
Resident capacity 13,156 13,156
Unit capacity 10,340 10,349
Financial occupancy (1) 87.1 % 87.4 %
Revenue (in millions) 88.4 87.2
Operating expenses (in millions) (2) 47.3 47.0
Operating margin 46 % 46 %
Average monthly rent 3,271 3,213
VI. General and Administrative expenses as a percent of Total Revenues under Management
First Quarter (3) 4.6 % 4.9 %
VII. Consolidated Mortgage Debt Information (in thousands, except interest rates) (excludes insurance premium and auto financing)
Total fixed rate mortgage debt 644,546 462,445
Total variable rate mortgage debt 20,272 22,522
Weighted average interest rate 4.63 % 5.25 %
CAPITAL SENIOR LIVING CORPORATION
NON-GAAP RECONCILIATIONS
(in thousands, except per share data)
Three Months Ended March 31,
2015 2014
Adjusted EBITDAR
Net income from operations $ 3,718 $ 2,615
Depreciation and amortization expense 12,795 10,951
Stock-based compensation expense 1,727 1,360
Facility lease expense 15,256 14,794
Provision for bad debts 264 238
Casualty losses 261 314
Transaction costs 587 487
Communities being repositioned/leased up (482 ) 208
Adjusted EBITDAR $ 34,126 $ 30,967
Adjusted EBITDAR Margin
Adjusted EBITDAR $ 34,126 $ 30,967
Total revenues $ 98,640 $ 91,857
CCRC s being repositioned (4,356 ) (2,709 )
Adjusted revenues $ 94,284 $ 89,148
Adjusted EBITDAR margin 36.2 % 34.7 %
Adjusted net income and net income per share
Net loss $ (6,039 ) $ (4,647 )
Casualty losses, net of tax 164 198
Transaction costs, net of tax 370 307
Resident lease amortization, net of tax 2,337 2,205
Write-off of deferred loan costs and prepayment premium, net of tax 549
(Gain)Loss on disposition of assets, net of tax 69 (3 )
Deferred tax asset valuation allowance 2,499 1,692
Tax impact of Four Property Sale Transaction 282
Communities being repositioned/leased up, net of tax 490 503
Adjusted net income $ 721 $ 255
Adjusted net income per share $ 0.03 $ 0.01
Diluted shares outstanding 28,568 28,153
Adjusted CFFO and Adjusted CFFO per share
Net loss $ (6,039 ) $ (4,647 )
Non-cash charges, net 16,327 13,044
Recurring capital expenditures (1,087 ) (1,028 )
Casualty losses, net of tax 261 314
Transaction costs 587 487
Tax impact of Four Property Sale Transaction 282
Tax impact of Spring Meadows Transaction (106 ) (106 )
Communities being repositioned/leased up 290 179
Adjusted CFFO $ 10,515 $ 8,243
Adjusted CFFO per share $ 0.37 $ 0.29
Last updated: May 5, 2015