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Northern States Financial Reports Mixed Second Quarter Results (Marketwire)

Wed, 30 Jul 2008 13:15:00 Etc/GM

WAUKEGAN, IL--(MARKET WIRE)--Jul 30, 2008 -- Northern States Financial Corporation (NasdaqCM:NSFC - News), holding company for NorStates Bank, a FDIC-insured financial institution, today reported that, despite a 24 percent increase to its net interest income for the second quarter ended June 30, 2008, an increase in its provision for loan losses resulted in the Company recording a net loss for the period.

The capital levels of the Company's subsidiary Bank, at June 30, 2008, exceed federal banking agencies' requirements to be considered "Well Capitalized." The Bank's Tier 1 capital to total assets ratio and total capital to assets ratio, on a risk adjusted basis, were 10.73 percent and 13.85 percent, respectively, at June 30, 2008, greater than regulatory levels to be "Well Capitalized" for capital adequacy purposes.

The Company reported a loss of $150,000, or $.04 per share, for the second quarter of 2008, compared with earnings of $1,047,000, or $.25 per share, for the like quarter of 2007, primarily as a result of a $2.7 million provision for loan losses taken in the current quarter. No provision was taken during the second quarter of 2007.

For the six months ended June 30, 2008, net income was $1,051,000, or $.25 per share, a decrease of $1,525,000, or 59 percent, compared with $2,576,000, or $.61 per share, for the first half of 2007. Net interest income continued to increase during the first half of 2008 and totaled $10.9 million, or $2.5 million greater than for the same period of 2007. However, this was offset by an increase to the provision for loan loss, which was $3.0 million during the first half of 2008 due to the increased levels of nonperforming loans as compared with a $1.4 million reduction to the provision for loan losses during the first half of 2007, when the nonperforming loan portfolio improved.

Total assets were $639.6 million at June 30, 2008, increasing slightly by $1.4 million from total assets of $638.2 million at December 31, 2007. Loans totaled $476.3 million at June 30, 2008, the highest quarter-end level in the Company's history, increasing $40.6 million, or 9.3 percent, from loans of $435.7 million at December 31, 2007. The increase in loans was primarily due to the marketing efforts of the Company's loan officers and the higher borrowing needs of its customers.

Deposits decreased $12.8 million, or 2.7 percent, compared to December 31, 2007 as the Company lowered deposit rates to assist in increasing its net interest income. Securities sold under repurchase agreements also declined $17.7 million from December 31, 2007. The Company replaced these funds with borrowings of federal funds purchased totaling $13.1 million and Federal Home Loan Bank advances totaling $25.0 million at June 30, 2008.

Nonperforming loans and leases were $19.6 million at June 30, 2008 as compared with $12.0 million at year-end 2007, an increase of 63 percent. Nonperforming loans consist of nonaccrual loans that no longer earn interest and accruing loans that are 90 days or more past due and in the process of being worked out.

At June 30, 2008, the Company's nonaccrual loans totaled $18.9 million, an increase of $8.1 million from $10.8 million at December 31, 2007. Although the Company had received loan payoffs and payments that reduced nonaccrual loans carried at December 31, 2007 by $6.5 million, an additional $14.6 million in loans were put on nonaccrual status during the first half of 2008.

Loans placed on nonaccrual status during the first half of 2008 include a $9.0 million loan secured by a luxury home on 7.5 acres that had been renovated by the borrower. This loan was placed on nonaccrual status as the borrower has been unable to sell the property. Also, a loan for the construction of 145 condominiums in which the Bank is a participant (the Bank's portion of the loan is $1.7 million at June 30, 2008) was placed on nonaccrual status. Structural problems have delayed the completion of the building. A $2.1 million home equity loan on a luxury home was also placed on nonaccrual status as the borrower has experienced cash flow difficulties. Additional loans to one borrower totaling $1.1 million secured by business properties were placed on nonaccrual status as the borrower experienced cash flow difficulties.

Loans 90 days or more past due but still accruing interest improved to $649,000 as compared with $1.2 million at December 31, 2007. These loans are in the process of being worked out.

Impaired loans totaled $18.9 million at June 30, 2008, an increase of $8.2 million from $10.7 million at December 31, 2007. The Company considers a loan to be impaired if it believes that all principal and interest will not be collected under the contractual terms of the note and includes nonaccrual loans. The Company has $3.3 million of its allowance for loan and lease losses allocated to its impaired loans at June 30, 2008.

The semi-annual dividends increased by 8.1 percent as compared to the prior dividend. The cash dividend of $.40 per share was paid to stockholders on June 1, 2008, compared with $.37, paid December 1, 2007. The new annualized dividend yield exceeds 6.0 percent based on the current stock price.

Northern States Financial Corporation is the holding company for NorStates Bank, a full-service commercial bank with eight branches in Lake County, Illinois. NorStates Bank is the successor to financial institutions dating to 1919. NorStates Bank serves the populations of northeastern Illinois and southeastern Wisconsin.

Forward-Looking Information

Statements contained in this news release that are not historical facts may constitute forward-looking statements (within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended), which involve significant risks and uncertainties. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995, and is including this statement for purposes of invoking these safe harbor provisions. Forward-looking statements, which are based on certain assumptions and describe future plans, strategies and expectations of the Company, are generally identifiable by the use of the words "believe," "expect," "intend," "anticipate," "estimate," "project," "plan," or similar expressions. The Company's ability to predict results or the actual effect of future plans or strategies is inherently uncertain and actual results may differ from those predicted. The Company undertakes no obligation to update these forward-looking statements in the future. Factors that could have a material adverse effect on the operations and could affect the outlook or future prospects of the Company and its subsidiaries include, but are not limited to, the potential for further deterioration in the credit quality of the Company's loan and lease portfolios, a continued increase in nonperforming loans, uncertainty regarding the Company's ability to ultimately recover on loans currently on nonaccrual status, unanticipated changes in interest rates, general economic conditions, increasing regulatory compliance burdens or potential legislative/regulatory changes, monetary and fiscal policies of the U.S. Government, including policies of the U.S. Treasury and the Federal Reserve Board, the quality or composition of the Company's loan or investment portfolios, deposit flows, competition, demand for loan products and financial services in the Company's market area, and changes in accounting principles, policies and guidelines. These risks and uncertainties should be considered in evaluating forward-looking statements.

 

                  NORTHERN STATES FINANCIAL CORPORATION
                         KEY PERFORMANCE DATA
                    ($ 000's, except per share data)



Quarter ended June 30:                       2008           2007
----------------------                      ------         ------
Net Income (Loss)                          ($  150)        $1,047
Basic Earnings (Loss) Per Share             ($ .04)         $ .25
Return on Average Assets                      (.09%)          .62%
Return on Average Equity                      (.83%)         5.81%
Efficiency Ratio                             64.73%         73.62%
Yield on Interest Earning Assets              5.96%          6.12%
Cost of Interest Bearing Liabilities          2.65%          3.83%
Net Interest Spread                           3.31%          2.29%
Net Yield on Interest Earning Assets          3.75%          2.86%


Six months ended June 30:                    2008           2007
-------------------------                   ------         ------
Net Income                                  $1,051         $2,576
Basic Earnings Per Share                     $ .25          $ .61
Return on Average Assets                       .33%           .75%
Return on Average Equity                      2.88%          7.19%
Efficiency Ratio                             66.31%         78.41%
Yield on Interest Earning Assets              6.09%          5.94%
Cost of Interest Bearing Liabilities          2.88%          3.85%
Net Interest Spread                           3.21%          2.09%
Net Yield on Interest Earning Assets          3.68%          2.67%




                  NORTHERN STATES FINANCIAL CORPORATION
                          KEY PERFORMANCE DATA
                    ($ 000's, except per share data)


                                          June 30,       Dec. 31,
                                            2008           2007
                                            ----           ----

Total Assets                              $639,634       $638,156
Total Loans and Leases                     476,305        435,734
Total Deposits                             468,118        480,959
Total Stockholders' Equity                  68,706         73,454
Nonperforming Loans and Leases              19,584         11,982
Nonperforming Loans and Leases to
 Total Loans and Leases                       4.11%          2.75%
Impaired Loans and Leases                  $18,935        $10,742
Book Value per Share                        $16.87         $17.58
Number of Shares Outstanding             4,072,255      4,178,105




                  NORTHERN STATES FINANCIAL CORPORATION
                           DIVIDEND HISTORY


                              June 1           December 1           Total
                              ------           ----------           -----

             2003             $  .54             $  .54             $1.08
             2004                .55                .55              1.10
             2005                .55                .07               .62
             2006                .30                .35               .65
             2007                .35                .37               .72
             2008                .40




NORTHERN STATES FINANCIAL CORPORATION
CONDENSED CONSOLIDATED BALANCE SHEETS
June 30, 2008 and December 31, 2007
(In thousands of dollars) (Unaudited)

                                                 June 30,     December 31,
                                                   2008           2007
    Assets                                     ------------   ------------
Cash and due from banks                        $     14,806   $     14,273
Interest bearing deposits in financial
 institutions - maturities less than 90 days            129            180
Federal funds sold                                        0          9,181
                                               ------------   ------------
    Total cash and cash equivalents                  14,935         23,634
Securities available for sale                       123,243        153,277
Loans and leases                                    476,305        435,734
Less: Allowance for loan and lease losses            (7,561)        (4,606)
                                               ------------   ------------
  Loans and leases, net                             468,744        431,128
Federal Home Loan Bank stock                          1,757          1,445
Office buildings and equipment, net                   9,579          9,198
Other real estate owmed                               2,857          2,857
Goodwill                                              9,522          9,522
Core deposit intangible asset                         1,158          1,390
Accrued interest receivable and other assets          7,839          5,705
                                               ------------   ------------
    Total assets                               $    639,634   $    638,156
                                               ============   ============
    Liabilities and Stockholders' Equity
Liabilities
Deposits
  Demand - noninterest bearing                 $     57,351   $     60,015
  Interest bearing                                  410,767        420,944
                                               ------------   ------------
    Total deposits                                  468,118        480,959
Securities sold under repurchase agreements          49,095         66,797
Federal funds purchased                              13,100              0
Federal Home Loan Bank advances                      25,000              0
Subordinated debentures                              10,000         10,000
Advances from borrowers for taxes and
 insurance                                            1,031          1,066
Accrued interest payable and other liabilities        4,584          5,880
                                               ------------   ------------
    Total liabilities                               570,928        564,702
Stockholders' Equity
Common stock                                          1,789          1,789
Additional paid-in capital                           11,584         11,584
Retained earnings                                    66,406         66,983
Treasury stock, at cost                              (9,280)        (7,202)
Accumulated other comprehensive loss                 (1,793)           300
                                               ------------   ------------
  Total stockholders' equity                         68,706         73,454
                                               ------------   ------------
    Total liabilities and stockholders' equity $    639,634   $    638,156
                                               ============   ============



NORTHERN STATES FINANCIAL CORPORATION
CONDENSED CONSOLIDATED STATEMENTS OF INCOME
Three and six months ended June 30, 2008 and 2007
(In thousands of dollars, except per share data) (Unaudited)

                                    Three months ended   Six months ended
                                    June 30,  June 30,  June 30,  June 30,
                                      2008      2007      2008      2007
                                    --------  --------  --------  --------
Interest income
  Loans (including fee income)      $  7,052  $  6,813  $ 14,298  $ 13,396
  Securities
    Taxable                            1,705     2,357     3,593     4,979
    Exempt from federal income tax       111        71       226       142
  Federal funds sold and other            13       390        83       480
                                    --------  --------  --------  --------
    Total interest income              8,881     9,631    18,200    18,997
                                    --------  --------  --------  --------
Interest expense
  Time deposits                        2,452     3,070     5,278     6,188
  Other deposits                         413       930       892     1,921
  Repurchase agreements and federal
   funds purchased                       233       917       643     1,911
  Federal Home Loan Bank advances         90        64       152       177
  Subordinated debentures                137       170       296       336
                                    --------  --------  --------  --------
    Total interest expense             3,325     5,151     7,261    10,533
                                    --------  --------  --------  --------
Net interest income                    5,556     4,480    10,939     8,464
Provision for loan and lease losses    2,720         0     2,983    (1,425)
                                    --------  --------  --------  --------
Net interest income after provision
 for loan and lease losses             2,836     4,480     7,956     9,889
                                    --------  --------  --------  --------
Noninterest income
  Service fees on deposits               647       706     1,281     1,362
  Trust income                           218       216       431       427
  Other operating income                 251       488       544       787
                                    --------  --------  --------  --------
    Total noninterest income           1,116     1,410     2,256     2,576
                                    --------  --------  --------  --------
Noninterest expense
  Salaries and employee benefits       2,089     2,148     4,305     4,449
  Occupancy and equipment, net           587       645     1,221     1,243
  Data processing                        424       448       863       827
  Legal                                   76        83       160       222
  Audit and other professional           385       287       737       584
  Amortization of core deposit
   intangible asset                      116       115       232       231
  Other operating expenses               642       610     1,231     1,100
                                    --------  --------  --------  --------
    Total noninterest expense          4,319     4,336     8,749     8,656
                                    --------  --------  --------  --------
Income (loss) before income taxes       (367)    1,554     1,463     3,809
Income tax expense (benefit)            (217)      507       412     1,233
                                    --------  --------  --------  --------
Net income (loss)                   $   (150) $  1,047  $  1,051  $  2,576
                                    ========  ========  ========  ========

Earnings (loss) per share           $  (0.04) $   0.25  $   0.25  $   0.61


source: http://biz.yahoo.com/iw/080730/0419746.html

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