Quarterlytics / Financial Services / Banks - Regional / Lake Shore Bancorp, Inc.

Lake Shore Bancorp, Inc.

lsbk · NASDAQ Financial Services
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Ticker lsbk
Exchange NASDAQ
Sector Financial Services
Industry Banks - Regional
Employees 93
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FY2014 Annual Report · Lake Shore Bancorp, Inc.
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Our track record of proven performance

emanates from a relentless focus on

building customer and community

relationships that drive shared success.

By   

     and providing

unmatched personalized service, 

we continue to generate solid results for 

shareholders, while providing opportunities

for our customers to reach their goals

and achieve their dreams.

2014 annuaL rEP ort

 
 
 
in v e s t m e n t  rat i o n a l e

Operational focus on managing  
interest rate risk

Commitment to an efficient  
operating profile

Solid community banking  
core business 

Growth efforts focused on  
Western New York and increasing  
market share 

Investment in enhanced digital  
capabilities to meet customer’s  
technology needs

Solid and stable asset quality  
metrics compared to industry  
peer average 

Capital ratios in excess of  
regulatory definition for  
well capitalized 

Experienced management with  
deep knowledge of service area

Contents

  I  Letter to shareholders

 4  operations review

 8  senior Management

 9  Board of Directors

 I0  selected Financial information

 I2  Bank Locations

 I3  shareholder information

Corporate Profile

Lake shore Bancorp, inc. (“the Company”) is the mid-tier holding company of Lake shore 

savings Bank, a mission-driven community institution dedicated to serving the financial needs 

of consumers and businesses within the bank’s Western new York market area. the Company’s 

common stock is traded on the nasDaQ Global Market as “LsBk” and its 5.9 million 

shares, including 3.6 million mutual holding company (MhC) shares, had a “market cap” of 

approximately $81.2  million on December 31, 2014. the Company had total consolidated assets 

of $487.5 million and total deposits of $386.9 million at the end of 2014.

Lake shore savings Bank is dedicated to serving the financial needs of consumers and businesses 

in Western new York, which it has been doing for more than 123 years. Lake shore is focused on 

providing high-quality, personal customer service through its 11 full-service branches and  

18 atMs that are located throughout Chautauqua and Erie counties. headquartered in Dunkirk, 

new York, Lake shore has retail locations in Dunkirk, Fredonia, Jamestown, Lakewood, Westfield, 

Depew, East amherst, hamburg, kenmore, orchard Park and snyder, where it offers a broad 

range of retail and commercial lending and deposit services.

the Company is committed to maintaining an efficient expense profile, driving commercial 

loan portfolio growth, identifying and managing institutional risk, and achieving prudent 

growth which builds long-term sustainable value for investors. additional information about the 

Company and the Bank is available at www.lakeshoresavings.com.

 
 
Proven Performance.  
Solid Results.

at Lake shore savings Bank we live by a simple philosophy – one that is difficult to duplicate. 
We believe that doing right by our customers to help them succeed allows our Bank to thrive 
while consistently generating solid and sustainable results for our shareholders. 
in short, it’s a win-win strategy that has delivered throughout our 123-year history. the value 
and resilience of that strategy has been affirmed in recent years through our track record 
of proven performance amid historically challenging economic conditions, unprecedented 
regulatory challenges, and fast-changing consumer preferences and expectations.  
Putting People First is more than a slogan; it’s a mindset that permeates our organization and 
keeps each of us focused on exceeding customer expectations and building lasting, meaningful 
relationships with individuals, businesses and organizations throughout the communities  
we serve. 
For Lake shore, 2014 was in many ways a year of transition during which we struck a prudent 
balance between continuing to generate solid returns for our shareholders, while executing 
on a long-term strategy which better positions the Bank to perform in a changing interest 
rate environment. anchored by our strong capital position, operating efficiency and ongoing 
profitability, we were able to continue to invest in talent and technology, and take substantive 
steps to reposition our balance sheet. While these actions have reduced our near-term 
profitability, we are better positioned to benefit from the anticipated rise in interest rates, while 
maintaining the financial strength and flexibility to leverage opportunities to enhance or grow 
our franchise in an improving economy. 
2014: industry challenges, customer opportunities
While we began to see positive economic signs in 2014, in many ways the aftershocks of 
the recession and the sluggish recovery continue to ripple through our industry. the Federal 
reserve’s cautious approach has extended the low interest rate environment considerably 
longer than many economists had predicted. For a local community bank that is deeply 
committed to our customers’ success, this presents a formidable challenge for us.  
While we welcome the highly favorable borrowing opportunities this environment provides  
our customers, the persistently low interest rates continue to apply significant pressure to 
margins and profitability. 
During 2014 we continued to diversify the Bank’s funding mix by focusing on core deposit 
growth and reducing dependence on more costly time deposits and borrowings. We also took 
important steps to shorten the duration of our interest-earning assets. in the simplest terms, 
while we will continue to be a competitive residential mortgage lender within our service area, 
we are placing a larger emphasis on underwriting quality commercial real estate and other 
business loans with shorter durations. 
to that end, we added significant talent and depth to our commercial lending team, and 
focused on honing our commercial lending expertise. as part of this effort, we developed 
enhanced sales and strategy sessions aimed at identifying better ways to differentiate Lake 
shore from the competition through unique capabilities, value-added expertise, and highly 
personalized service. the result has been more high-quality commercial loans on our books, 
as well as a re-energized banking team eager to help our customers succeed and grow their 
businesses. We’re already beginning to realize a return on this investment, as we delivered 
commercial real estate loan growth of $9.5 million, a 16.2% increase from year-end 2013. 
not only does this focus on commercial lending more effectively position Lake shore for 
long-term profitable growth, but it also aligns with the growing optimism that we are hearing 
from our customers. Whether it’s a hardware store in a small hamlet or a manufacturing firm 

Since 2009, we have 

grown core deposits 

by nearly 60% to

$204.8 million.

Core Deposit Growth
In millions; At 12 /31

 $400

 $300

 $200

 $100

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 COR E

T IME

 TOTAL

l a k e s h o r e  Ba n c o rP ,  i n c.  

1

  
 
expanding in the outskirts of Buffalo, there is renewed enthusiasm toward investing in growth 
that Lake shore can help fund and facilitate. Further, we are also seeing signs of a ripple effect 
from the emerging revitalization of downtown Buffalo. Beyond the potential business and 
lending opportunities for Lake shore, the improving economic climate in Buffalo has positive 
implications for the entire region. 
invested in technology, committed to efficiency
another key area of focus has been the advancement and implementation of a robust digital 
platform that now offers our retail and commercial customers a full suite of capabilities that 
allow for convenient, swift and secure online transactions. Enhancements include the launch of 
mobile banking for retail use, improved bill payment services, and enhanced cash management 
applications for small businesses and commercial customers. While doing business with a smile 
and a handshake will always be core to Lake shore’s relationship strategy, we also know that 
customers want access to a full range of channels and user-friendly options to transact their 
banking at any time, from wherever they may be.  
investing in new technology not only makes banking easier and more convenient for our 
customers, but also benefits our Company by enabling improved, more streamlined processes 
that facilitate cost-savings or improve productivity. Maintaining an efficient expense profile is 
an essential tool for financial health and competitiveness in the current banking environment. 
Cost efficiency is also critical in the face of increased regulation that continues to demand more 
of the time, expertise and resources of local community banks such as Lake shore.
Delivering sound Financial Performance
our 2014 results reflect our measured long-term approach to managing our business along 
with a commitment to deliver solid and sustainable returns to Lake shore shareholders. 
throughout 2014 we focused on reducing the term of our interest-earning assets, while at the 
same time reducing our dependence on higher-cost fixed-rate time deposits. We sold longer-
term securities and mortgage loans and reinvested the proceeds in interest-earning assets of 
shorter duration, while also focusing on growing our lower-cost core deposit funding base.  
in the near-term this impacts profitability, but over the longer-term positions the Bank for 
stronger performance and growth.
For 2014, we reported net income of $3.2 million, or $0.55 per diluted share, compared to net 
income of $3.7 million, or $0.65 per diluted share, for 2013. our total assets grew by more than 
$5 million to $487 million at year end, up from $482 million on December 31, 2013, and driven 
by growth in our commercial real estate loan portfolio of $9.5 million. our focus on growing 
transaction and savings accounts yielded solid core deposit growth of $9.2 million or 4.7% at 
2014 year end. since 2009, we have grown core deposits by nearly 60%, to $204.8 million. 
and, despite some upward movement in classified loans during the year, non-performing loans 
as a percentage of total loans were 1.66% at December 31, 2014, or 38 basis points below the 
average non-performing loans ratio for all national savings institutions as of December 31, 2014.
Further, our 2014 performance helped fortify our already solid capital base, with capital ratios 
exceeding all applicable regulatory requirements for well-capitalized banks. on December 31, 
2014, the Bank’s total capital to risk-weighted assets ratio was 25.71%, an increase of 63 basis 
points from 2013 year end. Meanwhile, tier 1 capital to risk-weighted assets of 24.95% was up 
59 basis points from December 31, 2013.  
Lake shore’s Board of Directors continued to leverage the strength of the Bank’s capital position 
to consistently enable us to pay cash dividends to shareholders. our capacity to consistently 
deploy capital in the form of shareholder dividends is a steady reminder of the strength of our  
bank, as well as the commitment to returning value to shareholders. During 2014, cash dividends  
of $0.28 per share of common stock were declared and based on the closing price of $13.56 on 
December 31, 2014, the dividend provided an implied return to shareholders of 2.1% for the year. 

We’re preparing  

for a rising interest 

rate environment  

by shortening  

the duration of 

our portfolio.

Loan Portfolio Composition 
At 12/31/14

Consumer loans
1%

Commercial loans
5% 

Commercial
real estate 
24% 

Home equity
11%

One-to-four family
59%

2   2 0 1 4  a n nU a l r eP o r t 

Building sustainable 

shareholder value

is our priority.

Book Value Per Share 
At 12 /31

 $12.0

  $9.0

  $6.0

  $3.0

'10

'11

'12

'13

'14

the outlook for 2015
although we see a generally improving economy for much of our service area, we expect the 
operating environment will remain challenging for community banks that face persistent 
headwinds fueled by continued low interest rates and the growing burden of regulatory 
requirements. Certainly, a rise in interest rates is inevitable, yet with the Federal reserve 
signaling that rates will hold steady until at least mid-2015 or later, our focus is on effectively 
adapting to current conditions while positioning ourselves for the future.
We are confident that our proactive steps and solid performance in 2014 will further enhance 
our competitive position this coming year. our strong capital and liquidity positions not only 
provide a healthy level of insurance against changing economic or industry conditions, but also 
the flexibility to leverage opportunities to deploy capital in ways that can help strengthen our 
financial foundation and grow our capabilities or franchise. 
in 2015, we expect to benefit from the full implementation of our digital banking platform 
from both a customer satisfaction and cost-efficiency perspective. While technology changes 
at a pace that requires consistent investment, the key elements of our platform are now fully 
functional and provide capabilities that match those of many larger banks. We are now 
in a strong position to make incremental upgrades and enhancements to assure that our 
technology remains current and will not require another large-scale investment in the near 
future. 
Moving forward, we will also continue to focus on our commercial lending business as we 
seek to add high-quality commercial credits to our balance sheet as a strategic step aimed at 
moderating future interest rate risk while expanding customer relationships and driving growth 
in our core deposit base. our enhanced commercial lending focus is expected to generate more 
opportunities to partner with smaller financial institutions, either to originate commercial loans 
or participate in some meaningful way in larger lending opportunities. By further developing 
these strategic relationships in the regional banking community, we may identify potential 
opportunities to strategically grow our franchise or add to our branch network in future years.
of course, none of our past success – or future aspirations – are possible without the very core of 
our business – our people. Putting People First encompasses both our customers and employees, 
and we remain committed to investing in our people, providing them with the training, tools 
and technology to deliver high-value personalized service while doing their jobs in the most 
efficient, effective and rewarding ways possible. We are proud of the exceptional team that 
we have assembled. the commitment and care they exhibit “on the job” can often be seen 
outside of working hours, as many Lake shore employees are deeply involved in community and 
charitable efforts. 
as noted at the onset of this letter, ours is a win-win strategy. We are committed and well 
positioned to provide the financial resources and services to help our neighbors, businesses and 
communities thrive — for it is only through their success that we are able to maintain our strength, 
achieve our goals, and return long-term value to our shareholders. on behalf of our Board of 
Directors, thank you for your continued faith and investment in Lake shore Bancorp, inc.

Daniel P. reininga
President and Chief Executive Officer

Gary W. Winger
Chairman of the Board

From left to right:  
Gary W. Winger and  
Daniel P. reininga

l a k e s h o r e  Ba n c o rP ,  i n c.  

3

  
 
Lake shore’s Commercial Banking team  
is focused on helping business owners thrive  
and grow.

The Right Mix

Appointed as Lake Shore Savings Bank’s  

Executive Vice President of the Commercial Division  

in August 2014, Jeffrey M. Werdein shares his  

insights on the commercial lending environment  

in Western New York.

Commercial Lending Focus Supports 
Growth, Fortifies Balance Sheet

With Western new York’s economy heading in the right direction, Lake shore savings Bank is focused on 
helping businesses build on that momentum. 
the promising resurgence of downtown Buffalo has spawned a regional ripple effect of improving economic 
activity, particularly in the commercial real estate market. no doubt, some industries in Erie and Chautauqua 
counties continue to grapple with the lingering effects of the recession. For others, however, business is picking 
up to the extent that more focus is shifting to growth and expansion opportunities. 
that business climate aligns well with two of Lake shore’s top priorities – helping local businesses thrive 
and grow while also achieving greater diversification of our loan portfolio. the shorter terms and improved 
profitability associated with commercial loans enable us to better balance risk and opportunity and enhance 
our profitability potential in preparation for a rising interest rate environment.
to that end, in 2014 we elevated our game when it comes to commercial lending. We added talent and 
technology and initiated best practices to create greater consistency in how we go to market and leverage 
our strengths of local decision making and personalized service. We are seeing positive results. For example, 
commercial real estate loans grew by $9.5 million in 2014, representing a year-over-year increase of 16.2%. 
our approach is built on four pillars that serve as the foundation for smart and steady commercial loan 
growth that stands to benefit Lake shore, our customers, and our shareholders.
>  Protect the balance sheet.  For smaller community banks such as Lake shore, financial strength and  
  stability is paramount. We are not pursuing growth for the sake of growth but rather focusing on making  
  quality loans to good, qualified borrowers with good, qualified projects. We want to be a commercial lender  
  of first resort and will not sacrifice quality for quantity.
>  Pursue a diversified lending portfolio.  We continue to add commercial loans to our portfolio as a means  

to reduce the term of our interest-earning assets, while also reducing our dependence on higher cost  
  fixed-rate time deposits. We are focused on diversification within our commercial loan book of business,  
  making sure we maintain a healthy mix of real estate loans for projects such as multi-family housing, office  
  space, retail business space and warehouses while also financing sound small business and commercial and  

industrial (C&i) enterprises that bolster branch deposits. 

>  Promote the lake shore difference.  Lake shore offers a unique value proposition grounded in our strong  
  community presence, local decision making, and ready accessibility and flexibility. We don’t have a  
1-800 number like many bigger banks. all lending decisions are made locally, not by an out-of-town  
loan committee that does not fully appreciate and understand our community or customers. 

>  Provide personalized service.  our commitment to Putting People First extends beyond our retail and  

residential customers. Behind every business venture are people aspiring to grow their enterprise and better  
their community. as local bankers, we partner with our customers to provide customized solutions and quality  

  community banking service. We’re all about building relationships that last long beyond that first loan.
We are committed to taking a purposeful and disciplined approach to diversifying our portfolio by adding a 
solid mix of commercial loans. over time, we are confident this effort will make us a stronger, more versatile 
bank, while building long-term shareholder value.  

l a k e s h o r e  Ba n c o rP ,  i n c.  

5

 
 
 
 
 
 
the Lake shore savings Bank Mobile app is one of  
several recent technology enhancements that allow  
customers to do their banking from just about  
anywhere, at any time. 

We set ourselves 

apart by providing 

unmatched personal 

service to individuals, 

small businesses  

and community

organizations.

Going Mobile

New Digital Platform Offers Ease, 
Convenience for Customers

at Lake shore savings Bank, we pride ourselves in providing the personal 
touch.  our Putting People First approach means customers are greeted by 
friendly and familiar faces at our branches; our commercial bankers meet 
business owners on their turf; and a local human voice is just a phone call 
away to answer questions or address concerns. 
Yet, we also know that providing personalized service increasingly means 
leveraging technology to make banking faster, easier and more convenient. 
that’s why over the last several years we have made significant investments 
in enhancing our digital platform so our customers can bank from just about 
anywhere, at any time. 
our enhanced digital platform serves to complement our 11 branches in Erie 
and Chautauqua counties. Customers now have access to full online banking 
capabilities, such as improved bill payment services and mobile banking with 
our branded app that allows transactions from smart phones and tablets. 
We recently rolled out remote deposit capture that allows retail customers to 
scan checks and deposit funds through a mobile device rather than visiting an 
atM or branch. small business and commercial customers can also benefit 
from enhanced cash management applications.
this digital platform matches capabilities offered by competitor banks — an 
important factor as we ramp up our efforts to add more commercial accounts 
to our portfolio. in addition, electronic security is a top priority. importantly, 
our digital platform features state-of-the art security technology, and our 
mobile applications are provided by a reliable, secure source.
new technology doesn’t just make life easier for our customers. the digital 
tools also help our staff operate more efficiently, further improving on our 
low-cost business model.
ongoing investments in technology make Lake shore more competitive and 
efficient while deepening relationships with our customers. that makes for a 
stronger bank, and adds long-term value for our shareholders.

sonia ortolano, Lake shore savings Bank Vice President, 
Management information systems, checks on a router  
that helps facilitate secure online and mobile  
banking technologies.

l a k e s h o r e  Ba n c o rP ,  i n c.  

7

Executive and Senior 
Management Team

Daniel P. reininga 
President and Chief Executive Officer  
since 2011
aDDi t i on al eX Pe ri en c e  
internal: Vice Chairman of Board of Directors,  
  Executive Vice President and Chief operations officer
external: Chairman of a real estate investment company

rachel a. Foley 
Chief Financial Officer and Treasurer 
since 2006 
aDDi t i on al eX Pe ri en c e  
internal: Controller
external: internal auditor positions at M&t Bank

nancy latulip
Vice President, Commercial and
  Small Business Lending Erie County
since 2008
aDDi t i on al eX Pe ri en c e  
external: retail banking and small business lending postions  
  at Greater Buffalo savings Bank, First niagara and key Bank

charles D. Brooks
Assistant Vice President,  
  Commercial Loan Officer
since 2011
aDDi t i on al eX Pe ri en c e  
internal: Management trainee, Branch Manager

Janinne Fiegl Dugan 
Vice President, Human Resources 
since 1994
aDDi t i on al eX Pe ri en c e  
internal: Management trainee, 
  human resources Benefits officer

cynthia guenther 
Residential Loan Operations,  
  Loan Servicing Manager and System Analyst
since 2010
aDDi t i on al eX Pe ri en c e  
internal: teller supervisor, Customer service representative  
  and Mortgage originator

8   2 0 1 4  a n nU a l r eP o r t 

Jeffrey m. Werdein 
Executive Vice President, Commercial Division 
since 2014 
aD Ditional eX Perienc e  
external: Commercial banking positions with Citibank,  
  Chase Manhattan, and Evans Bank 

Beverly sutton 
Internal Auditor 
since 1997
aD Ditional eX Perienc e  
internal: assistant auditor, security officer 

lou DiPalma
Vice President, Commercial and Small Business  
  Lending Chautauqua County 
since 2003
aD Ditional eX Perienc e  
internal: Branch Manager
external: Public- and Private-sector management experience

steven schiavone 
Controller 
since 2008
aD Ditional eX Perienc e  
external: Financial and/or tax accounting positions at   
  Citigroup, Greater Buffalo savings Bank, and M&t Bank 

sonia ortolano
Vice President, 
  Management Information Systems Officer 
since 2004
aD Ditional eX Perienc e  
internal: teller and Mis assistant

nicole may 
Compliance Officer 
since 2002
aD Ditional eX Perienc e  
internal: security officer, assistant internal auditor

 
Board of  
Directors

gary W. Winger
Chairman of the Board,
  Principal, Compass Consulting, Inc.
Director since 1997

B oa rD c o mmi t t e es 
asset/Liability

nancy l. Yocum
Vice Chairperson of the Board, retired CPA and
  former Partner of Brumfield & Associates
Director since 1995

B oa rD c o mmi t t e es 
audit/risk (Chairs Committee)

Daniel P. reininga
President & Chief Executive Officer
Director since 1994

B oa rD c o mmi t t e es 
asset/Liability

susan c. Ballard
Chief Operating Officer of  
  National Fire Adjustment Co., Inc.
Director since 2012

B oa rD c o mmi t t e es 
nominating and Governance, Compensation

tracy s. Bennett
CPA and Former Vice President of Administration,
  SUNY Fredonia
Director since 2010

B oa rD c o mmi t t e es 
audit/risk, asset/Liability

sharon e. Brautigam
Partner, Brautigam & Brautigam, LLP
Director since 2004

Boa rD c omm it tees 
nominating and Governance, Compensation
  (Chairs nominating and Governance Committee)

reginald s. corsi
Former Executive Vice President and 
  Chief Operations Officer of Lake Shore Bancorp, Inc.
Director since 2008

Boa rD c omm it tees 
audit/risk

David c. mancuso
Former President and Chief Executive Officer 
  of Lake Shore Bancorp, Inc.
Director since 1998

Boa rD c omm it tees 
asset/Liability (Chairs Committee)

kevin m. sanvidge
Chief Executive Officer and Administrative Director of the  
  Chautauqua County Industrial Development Agency
Director since 2012

Boa rD c omm it tees 
nominating and Governance, Compensation 
  (Chairs Compensation Committee)

l a k e s h o r e  Ba n c o rP ,  i n c.  

9

Selected Financial Data
our selected consolidated financial and other data is set forth below, which is derived in part from, and should be read in conjunction with 
our audited consolidated financial statements and notes thereto, beginning on page F-1 of our 2014 annual report on Form 10-k.

as of December 31, 

2014  

2013 

2012  

2011  

2010

Selected Financial Condition Data
(Dollars in thousands)

Total assets  

Loans, net        

$  487,471  $  482,167   $  482,387   $  488,597   $  479,047 

  284,853  

  277,345  

  272,933  

  275,068  

  263,031 

Securities available for sale 

  138,202 

  157,964 

  159,368 

  164,165 

  153,924 

Federal Home Loan Bank stock 

Total cash and cash equivalents  

1,375 

35,811 

1,560 

17,202 

1,852 

19,765 

2,219 

23,704 

2,401 

33,514    

Total deposits  

Short-term borrowings 

Long-term debt  

Total stockholders’ equity  

Allowance for loan losses  

Non-performing loans 

Non-performing assets 

  386,939 

  388,235 

  378,543 

  379,798 

  375,785 

-0- 

18,950 

71,630 

1,921 

4,729 

5,130 

11,650 

7,850 

65,271 

1,813 

4,606 

5,187 

11,200 

14,400 

66,985 

1,806 

2,420 

3,000 

6,910 

27,230 

63,947 

1,366 

2,798 

3,113 

5,000 

34,160 

55,210 

953 

2,341 

2,645 

For the year ended December 31, 

2014 

2013 

2012 

2011 

2010

Selected Operating Data
(Dollars in thousands, except per share data)

Interest income 

Interest expense  

Net interest income  

Provision for loan losses 

Net interest income after

provision for loan losses 

Total non-interest income    

Total non-interest expense 

Income before income taxes 

Income taxes 

Net income 

Basic earnings per common share 

Diluted earnings per common share 

Dividends declared per share 

10   2 0 1 4  a n nU a l r eP o r t

$ 

17,879  $ 

18,614  $ 

19,650  $ 

20,765  $ 

19,926 

3,348 

3,556 

4,603 

5,636 

6,316 

14,531 

15,058 

15,047 

15,129 

222 

105 

656 

415 

14,309 

2,235 

12,819 

3,725 

567 

14,953 

2,092 

12,334 

4,711 

968 

14,391 

2,030 

11,811 

4,610 

984 

14,714 

1,666 

11,307 

5,073 

1,393 

13,610 

2,115 

11,495 

3,454 

11,533 

3,416 

373

$ 

$ 

$ 

$ 

3,158  $ 

3,743  $ 

3,626  $ 

3,680  $ 

3,043 

0.55  $ 

0.66  $ 

0.64  $ 

0.65  $ 

0.55  $ 

0.65  $ 

0.64  $ 

0.65  $ 

0.28  $ 

0.28  $ 

0.25  $ 

0.28  $ 

0.53 

0.53 

0.24 

 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Selected Financial Ratios and Other Data

at or for the year ended December 31, 

2014 

2013 

2012 

2011 

2010

Performance Ratios
Return on average assets  
Return on average equity   
Dividend payout ratio1 
Interest rate spread 2 
Net interest margin3 
Efficiency ratio4 
Non-interest expense to average 
  total assets 
Average interest-earning assets to
  average interest-bearing liabilities 

Capital Ratios
Total risk-based capital to risk
  weighted assets5 
Tier 1 risk-based capital to risk
  weighted assets5 
Tangible capital to tangible assets5 
Tier 1 leverage (core) capital to
  adjustable tangible assets5 
Equity to total assets 

Asset Quality Ratios
Non-performing loans
  as a percent of total net loans 
Non-performing assets
  as a percent of total assets 
Allowance for loan losses
  as a percent of total net loans 
Allowance for loan losses
  as a percent of non-performing loans 

Other Data
Number of full service offices 

0.65%   
4.58%   
50.91% 
3.06% 
3.21% 
76.46% 

0.77% 
5.64% 
43.08% 
3.19% 
3.34% 
71.92% 

0.74% 
5.47% 
39.06% 
3.07% 
3.26% 
69.16% 

0.76% 
6.15% 
43.08% 
3.14% 
3.34% 
67.32% 

0.67% 
5.32%
45.28% 
2.98% 
3.21% 
67.59% 

2.63% 

 2.55% 

2.40% 

2.34% 

2.54% 

  120.93% 

  119.39% 

  119.69% 

  116.58% 

  115.39% 

25.71% 

25.08% 

23.77% 

21.81% 

20.44% 

24.95% 
13.16% 

13.16% 
14.69% 

24.36% 
12.75% 

12.75% 
13.54% 

23.04% 
12.14% 

12.14% 
13.89% 

21.27% 
11.18% 

11.18% 
13.09% 

20.05% 
10.28% 

10.28% 
11.52% 

1.66%  

1.66% 

0.89% 

1.02% 

0.89% 

1.05% 

1.08% 

0.62% 

0.64% 

0.55% 

0.67% 

0.65% 

0.66% 

0.50% 

0.36% 

40.62% 

39.36% 

74.63% 

48.82% 

40.71% 

11 

11 

10 

10 

10 

1  Represents dividends declared per share as a percent of diluted earnings per share.
2  Represents the difference between the weighted-average yield on interest-earning assets and the weighted-average cost of interest-bearing liabilities for the year.
3  Represents the net interest income as a percent of average interest-earning assets for the year.
4  Represents non-interest expense divided by the sum of net interest income and non-interest income.
5  Represents the capital ratios of Lake Shore Savings Bank since Lake Shore Bancorp, Inc., as a savings and loan holding company, is not currently subject
  to formula-based capital requirements at the holding company level.

Cautionary Statement

The statements contained herein that are not purely historical are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which statements generally  

can be identified by the use of forward-looking terminology, such as “may,” “will,” “expect,” “estimate,” “anticipate,” “believe,” “target,” “plan,” “project” or “continue” or the negatives thereof or 

other variations thereon or similar terminology, and are made on the basis of management’s current plans and analyses of our business and the industry in which we operate as a whole. These factors 

in some cases have affected, and in the future could affect, our financial performance and could cause actual results to differ materially from those expressed in or implied by such forward-looking 

statements. Information on factors that could affect the Company’s business and results are discussed in the Company’s periodic reports filed with the Securities and Exchange Commission including  

the Company’s annual report on Form 10-K for 2014. We do not undertake to publicly update or revise our forward-looking statements even if experience or future changes make it clear that any 

projected results expressed or implied therein will not be realized.

l a k e s h o r e  Ba n c o rP ,  i n c.  

11

 
 
 
 
 
 
 
 
 
 
 
 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
erie county

570 Dick road 
Depew, new York 14043 
Phone 716-898-2022 
FaX 716-684-5069

5751 transit road 
East amherst, new York 14051 
Phone 716-688-6114 
FaX 716-688-5941

59 Main street 
hamburg, new York 14075 
Phone 716-646-9480 
FaX 716-646-9481

3438 Delaware avenue 
kenmore, new York 14217 
Phone 716-898-2010 
FaX 716-874-2057

3111 union road 
orchard Park, new York 14127 
Phone 716-674-2066 
FaX 716-674-4347

4950 Main street 
snyder, n Y 14226 
Phone 716- 898-2101 
FaX 716- 839-1404

Branch 
Locations

chautauqua county

128 East Fourth street 
Dunkirk, new York 14048 
Phone 716-366-4070 
FaX 716-366-2965

30 East Main street 
Fredonia, new York 14063 
Phone 716-673-9555 
FaX 716-679-0696

115 East Fourth street 
Jamestown, new York 14701 
Phone 716-664-1103 
FaX 716-664-1183

1 Green avenue, WE 
Lakewood, new York 14701 
Phone 716-483-3400 
FaX 716-483-3468

106 East Main street 
Westfield, new York 14787 
Phone 716-326-4414 
FaX 716-326-4422

BUFFalo

H

DUnkirk

Corporate Headquarters
Branch Location

12   2 0 1 4  a n nU a l r eP o r t 

 
Shareholder 
Information

annual shareholders meeting

May 20, 2015
8:30 a.m.
Clarion hotel
the Lighthouse room
30 Lake shore Drive East
Dunkirk, nY 14048

national stock listing

the nasDaQ Global Market
under the symbol LsBk

special counsel

Luse Gorman, PC
5335 Wisconsin avenue, nW
suite 780
Washington, DC 20015

independent auditors

Baker tilly Virchow krause, LLP
20 stanwix street
suite 800
Pittsburgh, Pa 15222

transfer agent and registrar

Computershare shareholder services
P.o. Box 30170
College station, tX 77842-3170
(800) 368-5948
www.computershare.com/investor

investor relations contact

rachel a Foley
Chief Financial officer/treasurer
(716) 366-4070 option 4 ext 1220 
rachel.foley@lakeshoresavings.com

Officers & Directors
7.8%

Individuals
19.7%

shareholder Profile
At 12/31/14

Lake Shore MHC
60.7% 

Institutions
11.8%

Lake Shore Savings 
Bank Officers
Daniel P. reininga 
President and Chief Executive Officer

Charles D. Brooks 
Assistant Vice President

Jeffrey M. Werdein 
Executive Vice President, Commercial Division

theresa M. Campanella 
Assistant Vice President

adam J. Dimitri 
Assistant Vice President

Magdalena Dye 
Assistant Vice President

Barbara M. Fancher 
Assistant Vice President

Gabriele J. Maddalena 
Assistant Vice President

nancy L. March 
Assistant Vice President
sally a. Pyne 
Assistant Vice President

rachel a. Foley 
Chief Financial Officer and Treasurer

Janinne Fiegl Dugan 
Vice President, Human Resource Officer

nicole May 
Compliance Officer

sonia n. ortolano 
Vice President, MIS Officer

steven schiavone 
Controller
Beverly J. sutton 
Internal Auditor

Wendy J. harrington 
Corporate Secretary

Louis P. DiPalma 
Vice President

John P. huber 
Vice President

nancy L. Latulip 
Vice President

Beverley J. Mulkin 
Vice President

David P. Warren 
Vice President

l a k e s h o r e  Ba n c o rP ,  i n c.  

13

o u r  Mi s s i o n

At Lake Shore Savings, Putting People First means helping

our Customers, energizing our Employees, respecting our

Shareholders, and serving the Communities in our region.

Lake Shore’s Mission is to deliver outstanding customer

service and financial assistance to customers, building

lasting relationships, and assisting customers in achieving

their financial goals. Lake Shore Professionals will meet

Customer and Bank needs in an environment providing

professional growth opportunities and fair rewards. 

We will be responsive to our Shareholders by maintaining

a strong financial position as an independent bank with

an emphasis on profitability, fair Shareholder returns, 

and bank safety and soundness. We will build on our

success as a locally operated financial institution, to serve

the financial needs of our Communities.

3 1   E a s t   F o u r t h  s t rE Et       D u n k i r k ,  nY   1 4 0 4 8       7 1 6 . 3 6 6 . 4 0 7 0

l a k e s h o r e s av i n g s . c o m            n a sD a Q :  l sBk