SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM 10-Q
(Mark One)
[X] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)
OF THE SECURITIES EXCHANGE ACT OF 1934
For the quarter ended March 31, 2003
OR
[ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF
THE SECURITIES EXCHANGE ACT OF 1934
For the transition period from _______ to _______
Commission number 0-23325
Guaranty Federal Bancshares, Inc.
(Exact name of registrant as specified in its charter)
Delaware
(State or other jurisdiction of incorporation or organization)
43-1792717
(IRS Employer Identification No.)
1341 West Battlefield
Springfield, Missouri, 65807
(Address of principal executive offices)
Telephone Number: (417) 520-4333
Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Sections 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports) and (2) has been subject to such filing requirements for the past 90 days.
Yes X No___
Indicate by check mark whether the registrant is an accelerated filer (as defined in Rule 12b-2 of the Exchange Act).
Yes No X
Indicate the number of shares outstanding of each of the registrants classes of common stock, as of the latest practicable date.
As of May 8, 2003, there were 2,998,548 shares of the registrants Common Stock, $0.10 par value per share, outstanding.
GUARANTY FEDERAL BANCSHARES, INC.
Form 10-Q
TABLE OF CONTENTS
Item | Page | |
PART I. Financial Information | ||
1. Consolidated Financial Statements (Unaudited): | ||
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Statements of Financial Condition | 3 | |
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Statements of Income | 4 | |
Statements of Stockholders Equity | 5 | |
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Statements of Cash Flows | 7 | |
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Notes to Condensed Consolidated Financial Statements | 8 | |
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2. Managements Discussion and Analysis of Financial Condition and Results of Operations | 9 | |
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3. Quantitative and Qualitative Disclosures about Market Risk | 15 | |
4. Controls and Procedures | 17 | |
PART II. Other Information | ||
1. Legal Proceedings | 18 | |
2. Changes in Securities and Use of Proceeds | 18 | |
3. Defaults Upon Senior Securities | 18 | |
4. Submission of Matters to Vote of Common Stockholders | 18 | |
5. Other Information | 18 | |
6. Exhibits and Reports on Form 8-K | 18 | |
Signatures | ||
Certification of the Principal Executive Officer | ||
Certification of the Principal Financial Officer |
2
PART I
Item 1. Financial Statements
GUARANTY FEDERAL BANCSHARES, INC. | |||
CONSOLIDATED STATEMENTS OF FINANCIAL CONDITION | |||
MARCH 31, 2003 (UNAUDITED) AND JUNE 30, 2002 | |||
ASSETS | 3/31/03 | 6/30/02 | |
Cash | $ 3,339,739 | 3,251,579 | |
Interest-bearing deposits in other financial institutions | 9,850,636 | 13,711,923 | |
Cash and cash equivalents | 13,190,375 | 16,963,502 | |
Available-for-sale securities | 13,617,120 | 16,463,460 | |
Held-to-maturity securities | 2,487,072 | 3,219,091 | |
Stock in Federal Home Loan Bank, at cost | 8,600,400 | 8,600,400 | |
Mortgage loans held for sale | 8,108,624 | 3,131,138 | |
Loans receivable, net of allowance for loan losses; | |||
3/31/03 - $2,802,756; 6/30/02 $2,649,872 | 319,327,071 | 316,785,118 | |
Accrued interest receivable: | |||
Loans | 1,397,530 | 1,569,260 | |
Investments | 74,567 | 85,251 | |
Prepaid expenses and other assets | 1,846,841 | 1,693,760 | |
Foreclosed assets held for sale | 70,057 | 683,329 | |
Premises and equipment | 6,906,079 | 7,356,098 | |
$ 375,625,736 | 376,550,407 | ||
LIABILITIES AND STOCKHOLDERS' EQUITY |
|
| |
LIABILITIES | |||
Deposits | $ 230,627,315 | 225,283,994 | |
Federal Home Loan Bank advances | 104,782,467 | 111,083,163 | |
Securities sold under agreements to repurchase | 735,914 | 1,093,074 | |
Advances from borrowers for taxes and insurance | 655,387 | 1,048,297 | |
Accrued expenses and other liabilities | 176,437 | 103,993 | |
Accrued interest payable | 825,366 | 759,099 | |
Dividend payable | 418,239 | 347,656 | |
Income taxes payable | 410,548 | 163,897 | |
Deferred income taxes | 827,708 | 1,232,357 | |
339,459,381 | 341,115,530 | ||
STOCKHOLDERS' EQUITY | |||
Common stock: | |||
$0.10 par value; authorized 10,000,000 shares; | |||
issued; 3/31/03 - 6,416,048 shares, 6/30/02 - 6,365,404 shares | 641,605 | 636,540 | |
Additional paid-in capital | 50,753,479 | 49,842,032 | |
Unearned ESOP shares | (2,219,930) | (2,406,070) | |
Retained earnings, substantially restricted | 28,765,392 | 27,372,935 | |
Accumulated other comprehensive income | |||
Unrealized appreciation on available-for-sale securities, | |||
net of income taxes; 3/31/03 - $1,292,763, 6/30/02 - $1,731,122 | 2,201,191 | 2,947,587 | |
80,141,737 | 78,393,024 | ||
Treasury stock, at cost; 3/31/03 - 3,399,971 shares, 6/30/02 - 3,333,089 shares | (43,975,382) | (42,958,147) | |
36,166,355 | 35,434,877 | ||
$ 375,625,736 | 376,550,407 | ||
| |||
See Notes to Condensed Consolidated Financial Statements
3
GUARANTY FEDERAL BANCSHARES, INC. | |||||||
CONSOLIDATED STATEMENTS OF INCOME | |||||||
THREE MONTHS AND NINE MONTHS ENDED MARCH 31, 2003 AND 2002 (UNAUDITED) | |||||||
Three months ended | Nine months ended | ||||||
3/31/03 | 3/31/02 | 3/31/03 | 3/31/02 | ||||
INTEREST INCOME | |||||||
Loans | $ 5,108,855 | 5,814,637 | 15,935,674 | 18,334,644 | |||
Investment securities | 102,326 | 124,568 | 333,396 | 508,516 | |||
Other | 93,296 | 211,435 | 325,603 | 545,563 | |||
Total Interest Income | 5,304,477 | 6,150,640 | 16,594,673 | 19,388,723 | |||
INTEREST EXPENSE |
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Deposits | 1,390,112 | 1,788,768 | 4,511,287 | 5,412,180 | |||
Federal Home Loan Bank advances | 1,387,149 | 1,533,044 | 4,346,362 | 5,521,305 | |||
Other | 1,237 | 5,094 | 6,425 | 27,276 | |||
Total Interest Expense | 2,778,498 | 3,326,906 | 8,864,074 | 10,960,761 | |||
Net Interest Income | 2,525,979 | 2,823,734 | 7,730,599 | 8,427,962 | |||
Provision for Loan Losses | 255,000 | 66,000 | 460,000 | 216,000 | |||
Net Interest Income after |
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Provision for Loan Losses | 2,270,979 | 2,757,734 | 7,270,599 | 8,211,962 | |||
NONINTEREST INCOME (LOSS) |
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Service charges | 426,329 | 375,755 | 1,310,461 | 1,118,174 | |||
Late charges and other fees | 219,365 | 39,345 | 284,603 | 98,312 | |||
Gain on sale of investment securities | - | 218,141 | - | 585,052 | |||
Gain on sale of loans | 403,633 | 157,970 | 1,072,853 | 675,911 | |||
Income (loss) on foreclosed assets | (2,737) | (673) | 17,128 | 188 | |||
Other income | 45,916 | 58,253 | 159,195 | 179,405 | |||
Total Noninterest Income | 1,092,506 | 848,791 | 2,844,240 | 2,657,042 | |||
NONINTEREST EXPENSE |
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Salaries and employee benefits | 1,176,074 | 1,257,596 | 3,414,857 | 3,484,973 | |||
Occupancy | 330,105 | 388,140 | 1,003,952 | 1,125,747 | |||
SAIF deposit insurance premiums | 9,352 | 8,278 | 28,768 | 25,643 | |||
Data processing fees | 107,696 | 146,667 | 402,672 | 371,541 | |||
Advertising | 57,360 | 91,735 | 161,570 | 277,318 | |||
Other expense | 370,391 | 472,224 | 1,099,137 | 1,465,108 | |||
Total Noninterest Expense | 2,050,978 | 2,364,640 | 6,110,956 | 6,750,330 | |||
Income Before Income Taxes | 1,312,507 | 1,241,885 | 4,003,883 | 4,118,674 | |||
Provision for Income Taxes | 427,824 | 424,328 | 1,355,170 | 1,399,349 | |||
NET INCOME | 884,683 | 817,557 | 2,648,713 | 2,719,325 | |||
OTHER COMPREHENSIVE LOSS |
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Unrealized depreciation on |
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available-for-sale securities, net of income taxes |
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of ($239,674), ($113,742), ($438,359) and ($449,684), |
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respectively | (408,094) | (194,741) | (746,396) | (766,750) | |||
COMPREHENSIVE INCOME | $ 476,589 | 622,816 | 1,902,317 | 1,952,575 | |||
BASIC EARNINGS PER SHARE | $ 0.32 | 0.22 | 0.95 | 0.72 | |||
DILUTED EARNINGS PER SHARE | $ 0.31 | 0.21 | 0.93 | 0.71 | |||
See Notes to Condensed Consolidated Financial Statements
4
GUARANTY FEDERAL BANCSHARES, INC. | |||||||
CONSOLIDATED STATEMENT OF STOCKHOLDERS' EQUITY | |||||||
NINE MONTHS ENDED MARCH 31, 2003 (UNAUDITED) | |||||||
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| Common Stock | Additional Paid-In Capital | Unearned ESOP Shares | Retained Earnings | Accumulated Other Comprehensive Income Unrealized Appreciation on Available-for-Sale Securities, Net | Treasury Stock | Total |
Balance, July 1, 2002 | $ 636,540 | 49,842,032 | (2,406,070) | 27,372,935 | 2,947,587 | (42,958,147) | 35,434,877 |
Net income | - | - | - | 2,648,713 | - | - | 2,648,713 |
Dividends on common stock, | |||||||
($0.15 per share on 2,781,315 shares, | |||||||
$0.15 per share on 2,805,469 shares & | |||||||
$0.15 per share on 2,788,261 shares) | - | - | - | (1,256,256) | - | - | (1,256,256) |
Stock award plans | - | 279,332 | - | - | - | - | 279,332 |
Stock options exercised | 5,065 | 543,852 | - | - | - | - | 548,917 |
Release of ESOP shares | - | 88,263 | 186,140 | - | - | - | 274,403 |
Treasury stock purchased | - | - | - | - | - | (1,017,235) | (1,017,235) |
Change in unrealized appreciation on | |||||||
available-for-sale securities, net of |
| ||||||
income taxes of ($438,359) | - | - | - | - | (746,396) | - | (746,396) |
Balance, March 31, 2003 | $ 641,605 | 50,753,479 | (2,219,930) | 28,765,392 | 2,201,191 | (43,975,382) | 36,166,355 |
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See Notes to Condensed Consolidated Financial Statements
5
GUARANTY FEDERAL BANCSHARES, INC. | |||||||
CONSOLIDATED STATEMENT OF STOCKHOLDERS' EQUITY | |||||||
NINE MONTHS ENDED MARCH 31, 2002 (UNAUDITED) | |||||||
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Common Stock | Additional Paid-In Capital | Unearned ESOP Shares | Retained Earnings | Accumulated Other Comprehensive Income Unrealized Appreciation on Available-for-Sale Securities, Net | Treasury Stock | Total | |
Balance, July 1, 2001 | $ 626,840 | 48,451,515 | (2,640,800) | 25,951,537 | 3,948,203 | (26,131,504) | 50,205,791 |
Net income | - | - | - | 2,719,325 | - | - | 2,719,325 |
Dividends on common stock, |
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($0.25 per share on 3,800,279 shares & | |||||||
$0.25 per share on 3,495,430 shares) | - | - | - | (1,823,928) | - | - | (1,823,928) |
Stock award plans | - | 286,757 | - | - | - | - | 286,757 |
Stock options exercised | 8,701 | 819,405 | - | - | - | - | 828,106 |
Release of ESOP shares | - | 60,632 | 172,230 | - | - | - | 232,862 |
Treasury stock purchased | - | - | - | - | - | (6,035,159) | (6,035,159) |
Change in unrealized appreciation on |
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available-for-sale securitites, net of |
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income taxes of ($449,684) | - | - | - | - | (766,750) | - | (766,750) |
Balance, March 31, 2002 | $ 635,541 | 49,618,309 | (2,468,570) | 26,846,934 | 3,181,453 | (32,166,663) | 45,647,004 |
See Notes to Condensed Consolidated Financial Statements
6
GUARANTY FEDERAL BANCSHARES, INC | ||||
CONSOLIDATED STATEMENTS OF CASH FLOWS | ||||
NINE MONTHS ENDED MARCH 31, 2003 AND 2002 (UNAUDITED) | ||||
3/31/03 | 3/31/02 | |||
CASH FLOWS FROM OPERATING ACTIVITIES | ||||
Net income | $ 2,648,713 | 2,719,325 | ||
Items not requiring (providing) cash: | ||||
Deferred income taxes | 33,710 | 176,957 | ||
Depreciation | 597,260 | 703,160 | ||
Provision for loan losses | 460,000 | 216,000 | ||
Gain on loans and investment securities | (1,072,853) | (1,260,963) | ||
Gain on sale of foreclosed assets | (23,828) | (4,340) | ||
Amortization of deferred income, premiums and discounts | (59,125) | (37,430) | ||
RRP/RSP expense | 265,407 | 302,274 | ||
Origination of loans held for sale | (54,439,908) | (51,212,246) | ||
Proceeds from sale of loans held for sale | 50,535,275 | 51,257,520 | ||
Release of ESOP shares | 274,403 | 232,862 | ||
Changes in: |
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Accrued interest receivable | 182,414 | 514,781 | ||
Prepaid expenses and other assets | (153,081) | (619,545) | ||
Accounts payable and accrued expenses | 138,711 | 13,855 | ||
Income taxes payable | 258,707 | 213,471 | ||
Net cash provided by (used in) operating activities | (354,195) | 3,215,681 | ||
CASH FLOWS FROM INVESTING ACTIVITIES | ||||
Net (increase) decrease in loans | (3,238,573) | 17,276,322 | ||
Principal payments on available-for-sale securities | 172,835 | 1,714,347 | ||
Principal payments on held-to-maturity securities | 746,958 | 1,026,325 | ||
Purchase of premises and equipment | (147,241) | (332,119) | ||
Purchase of available-for-sale securities | (4,471,239) | |||