Quarterlytics / Healthcare / Medical - Care Facilities / Sonida Senior Living, Inc.

Sonida Senior Living, Inc.

snda · NYSE Healthcare
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Ticker snda
Exchange NYSE
Sector Healthcare
Industry Medical - Care Facilities
Employees 3415
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FY2007 Annual Report · Sonida Senior Living, Inc.
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CAPITAL SENIOR  LIV ING  cor p o r at i o n

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    T O  O uR  FE L L O w   S hA R EhO LdE R S

2007 EBITDAR   $55.3 M, change 2006 to $40.5 from $40.6 to tie to press release

40.5

Total Revenue 
(in $ millions)

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150

100

50

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189.1

159.1

126.4

05

06

07

Total Revenue 

(in $ millions)

EBITDAR Comparison
(in $ millions)

189.1

2007 revenues   $189.1 M

60

55.3

159.1

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200

150

100

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126.4

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159.1

126.4

200

150

100

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50

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2007 revenues   $189.1 M

2006-2007 same store comparison

Revenue growth  4.0%

Expense growth  1.2%

Net income growth  8.6%

2006-2007 same store comparison

26.1

20

10

Revenue growth  4.0%
Expense growth  1.2%
05
Net income growth  8.6%

06

07

0

Total Revenue 

(in $ millions)

EBITDAR Comparison

(in $ millions)

Same Store Comparison
2006 -2007 (percentage change)

189.1

2007 revenues   $189.1 M

60

55.3

10

8.6

40

30

8

30

26.1

2006-2007 same store comparison
4.0

4

6

05

06

07

10

Revenue growth  4.0%
Expense growth  1.2%
Net income growth  8.6%

05

06

07

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1.2

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2007 EBITDAR   $55.3 M, change 2006 to $40.5 from $40.6 to tie to press release

60

Same Store Comparison
2006 -2007 (percentage change)

Our 2007 business plan was focused on increasing shareholder value by 
EBITDAR Comparison
(in $ millions)
providing income and asset growth, strengthening our balance sheet and 
increasing the Company’s profitability. Our 2007 results demonstrate the 
significant progress we made toward those important goals.

40.5

55.3

8.6

10

50

40

8

6

30

26.1

4.0

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4

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06

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1.2

  Our  revenues,  EBITDAR  and  net  income  all 
20
increased significantly as a result of our management 
focus on improving our operating results. Total revenue  
10
for  2007  increased  $30  million,  or  19  percent,  to 
$189.1  million  and  adjusted  EBITDAR  was  $55.3 
million,  an  increase  of  37  percent  compared  to  2006 
n
c
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results. Our net income for the year was $4.4 million, 
m
e
versus a loss of $2.6 million in 2006. In addition, at 
communities  under  management,  same-community 
revenues increased 4.0 percent over 2006 results, while 
expenses  only  increased  1.2  percent.  This  resulted  in 
same-community  net  income  growth  of  8.6  percent 
8
compared to 2006.

Same Store Comparison
2006 -2007 (percentage change)

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4.0

  Our 2007 business plan included external growth 
through aquisitions and new development. During 2007 
and the first quarter of 2008, we consummated three 
joint  ventures  that  are  currently  developing  three 
senior housing communities totaling 299 independent 
living  and  135  assisted  living  units.  We  anticipate 
further  external  growth  in  2008  including  acquisi-
tions and additional development with strong capital 
partners  that  provide  the  operational  benefits  of 
regional clustering.

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  We  strengthened  our  balance  sheet  in  2007  by 
further reducing our debt and average borrowing costs, 
a continuation of an important initiative undertaken 
in 2006. Further, we were able to leverage our national 
platform and reduce expenses through the rollout of a 
national group purchasing program that is designed to 
provide ongoing expense efficiencies. 

  At the end of 2007, we operated 64 senior living 
communities in 23 states with an aggregate capacity of 
approximately 9,400 residents, including 37 senior living  
communities  which  we  own  or  have  an  ownership 
interest, 25 leased communities, and two communities 
we  manage  for  third  parties.  In  the  communities  we 
operated in 2007, 70 percent of residents lived independ- 
ently,  23  percent  of  residents  required  assistance  with 
activities of daily living and 7 percent of residents lived 
in continuing care retirement communities.

  We  believe  that  we  are  well  positioned  to  take 
advantage of emerging opportunities in 2008. We have a  
successful record of operations as well as a strong balance  
sheet,  a  national  operating  platform  and  a  talented, 
experienced  management  team.  We  have  therefore 
structured  our  2008  annual  business  plan  to  build 
shareholder value by delivering internal growth and 
expanding our external growth by pursuing aquisition 
and development opportunities.

  The focus of our 2008 plan is on increasing capacity  
and levels of care to meet the needs of our residents with 
an average age of 85. The key elements of this plan are 
to  increase  levels  of  care  and  capacity  through  expan-
sions, conversions and new developments and to acquire 
home care agencies in clustered markets to provide home 
health and ancillary services. These investments typically 
produce excellent returns on invested capital.

  In  addition,  our  2008  plan  includes  the  goals 
to  create  organic  growth  from  rental  rate  increases, 
cost  savings  and  occupancy  growth,  and  to  complete 
accretive,  geographically  desirable  acquisitions  that  are 
becoming available in our highly fragmented industry. 

  We have already made progress on these initiatives. 
Specifically, we intend to convert 256 independent living  
units in eight communities to units of assisted living 
and dementia care by the second quarter of 2008. We 
had already completed 70 of these conversions by the 
end  of  2007.  In  addition,  we  are  planning  to  expand 
three  communities,  adding  a  total  of  180  assisted  
living,  60  dementia  care,  and  30  independent  living  
units.  The  expansions  are  planned  to  begin  in  the  
second half of 2008. 

  We are proud of the positive results we achieved in 
2007 and we believe that our plan for 2008, supported 
by  positive  industry  dynamics,  holds  the  potential  for 
increasing  shareholder  value.  Throughout  2008,  we 
will assess the viability of acquisition and development 
prospects  while  we  seek  to  maximize  internal  growth 
and operating metrics.

We thank you for your support.

2007 EBITDAR   $55.3 M, change 2006 to $40.5 from $40.6 to tie to press release

James A. Stroud
Chairman of the Board  

Lawrence A. Cohen
Chief Executive Officer

       
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Company Management

Board of Directors

Regional Information

Lawrence a.  cohen
Chief Executive Officer

James a.  stroud
Chairman of the Company

Keith n. Johannessen
President and Chief Operating Officer

raLph  a. Beattie
Executive Vice President and  
Chief Financial Officer

roB L. Goodpaster
Vice President, National Marketing

david w. Beathard
Vice President, Operations

GLen  h.  campBeLL
Vice President, Development

david r. BricKman
Vice President, General Counsel  
and Secretary

GLoria  m.  hoLLand
Vice President, Finance

Jerry d. Lee
Corporate Controller

roBert F.  hoLLister
Property Controller

Shareholder Information

stocK  exchanGe ListinG
Capital Senior Living Corporation Common  
Stock is listed on the New York Stock Exchange 
and trades under the symbol CSU.

transFer  aGent and  reGistrar
BNY Mellon Shareowner Services 
P.O. Box 358015 
Pittsburgh, Pennsylvania 15252-8015 
or 
480 Washington Boulevard 
Jersey City, New Jersey 07310-1900 
(800) 635-9270  
TDD for hearing impaired: (800) 231-5469 
Foreign shareowners: (201) 680-6578 
TDD foreign shareowners: (201) 680-6610 
www.bnymellon.com/shareowner/isd

auditors
Ernst & Young LLP 
2100 Ross Avenue, Suite 1500 
Dallas, Texas 75201 
(214) 969-8000

James a.  stroud
Chairman of the Board 
Capital Senior Living Corporation 
Dallas, Texas

Lawrence a.  cohen
Vice Chairman of the Board 
Capital Senior Living Corporation 
New York, New York

Keith n. Johannessen
President and Chief Operating Officer 
Capital Senior Living Corporation 
Dallas, Texas

craiG F.  hartBerG 1,2,3
Retired First Vice President  
Bank One, Texas, N.A. 
Baton Rouge, Louisiana 

JiLL  m. KrueGer 2
President and CEO  
Health Resources Alliance, Inc.  
Oakbrook, Illinois

James a.  moore 1,2,3
President 
Moore Diversified Services, Inc. 
Fort Worth, Texas

victor  w. nee,  ph.d .1,3
Professor Emeritus  
Department of Aerospace & Mechanical Engineering  
University of Notre Dame 
Scottsdale, Arizona

1 Member of the Board’s Compensation Committee
2 Member of the Board’s Audit Committee 
3 Member of the Board’s Nominating Committee

Corporate Information

corporate  headquarters
14160 Dallas Parkway, Suite 300 
Dallas, Texas 75254 
(972) 770-5600 
(972) 770-5666 fax 
main@capitalsenior.com

new  yorK  oFFice
300  Park Avenue, Suite 1700 
New York, New York 10022 
(212) 551-1770 
(212) 551-1774 fax

corporate  weB  site

www.capitalsenior.com

eastern  reGionaL  oFFice
186 Old Stagecoach Road 
Ridgefield, Connecticut 06877 
(203) 894-9406 
(203) 894-9407 fax

centraL pLains reGionaL oFFice
1913 E. Highway 34 
Plattsmouth, Nebraska 68048 
(402) 296-0618 
(866) 731-0053 fax

western reGionaL  oFFice
5757 Cypress Avenue 
Carmichael, California 95608 
(916) 480-0634 
(916) 486-4375 fax

midwestern  reGionaL  oFFice
2650 Hemford Falls Court, #200 
St. Louis, Missouri 63129 
(314) 846-8517 
(314) 846-5495 fax

southwestern and texas 
reGionaL  oFFices
14160 Dallas Parkway, Suite 300 
Dallas, Texas 75254 
(972) 770-5600 
(972) 770-5666 fax

daLLas reGionaL oFFice
2222 Walter Smith Road 
Azle, Texas 76020 
(817) 237-2496 
(817) 237-3496 fax

Form 10-K

A copy of Capital Senior Living Corporation’s  
2007 annual report to the SEC on Form  
10-K is included herein and is available without  
charge upon written request to the Investor 
Relations Department at corporate headquarters.  
It can also be found on the Company’s web site, 
www.capitalsenior.com.

Annual Shareholders Meeting 

May 15, 2008 at 10:00 am, Eastern Time 
Waldorf Astoria Hotel 
301 Park Avenue 
New York, New York 10022-6897 
(212) 355-3000

Capital Senior living Corpor ation

14160 Dallas Parkway, Suite 300

Dallas, Texas 75254

(972) 770-5600   fax (972) 770-5666

www.capitalsenior.com