NOTE 9 – INCOME TAXES

The income tax expense was composed as follows:

 

 

Year Ended December 31,

 

(In thousands)

 

2025

 

 

2024

 

 

2023

 

Current:

 

 

 

 

 

 

 

 

 

Federal

 

$

30

 

 

$

31

 

 

$

 

Current state and local

 

 

504

 

 

 

477

 

 

 

389

 

Total current

 

 

534

 

 

 

508

 

 

 

389

 

Deferred:

 

 

 

 

 

 

 

 

 

Federal deferred

 

 

(231

)

 

 

(200

)

 

 

(259

)

State deferred

 

 

 

 

 

 

 

 

 

Total deferred

 

 

(231

)

 

 

(200

)

 

 

(259

)

Total Income Tax Expense

 

$

303

 

 

$

308

 

 

$

130

 

The following table is a reconciliation of the U.S. statutory income tax rate to the effective income tax rate included in the accompanying Consolidated Income Statements:

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

 

 

Amount

 

Percent

 

 

Amount

 

Percent

 

 

Amount

 

Percent

 

U.S. statutory rate

 

$

23,686

 

 

21.0

%

 

$

21,190

 

 

21.0

%

 

$

20,085

 

 

21.0

%

Current benefit

 

 

(23,547

)

 

(20.9

)

 

 

(21,071

)

 

(20.9

)

 

 

(19,939

)

 

(20.9

)

State and local income taxes, net of federal tax benefits

 

 

467

 

 

0.4

 

 

 

442

 

 

0.4

 

 

 

355

 

 

0.4

 

Benefit of federal income tax credits

 

 

(275

)

 

(0.2

)

 

 

(252

)

 

(0.2

)

 

 

(239

)

 

(0.3

)

Other

 

 

(29

)

 

 

 

 

(2

)

 

 

 

 

(132

)

 

(0.1

)

Valuation allowance

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Permanent differences

 

 

1

 

 

 

 

 

1

 

 

 

 

 

 

 

 

Effective Income Tax Rate

 

$

303

 

 

0.3

%

 

$

308

 

 

0.3

%

 

$

130

 

 

0.1

%

The following table presents cash paid for federal, state, and local income taxes:

 

 

Year Ended December 31,

 

(In thousands)

 

2025

 

 

2024

 

 

2023

 

Federal:

 

 

 

 

 

 

 

 

 

US Federal

 

$

20

 

 

$

11

 

 

$

 

Total federal

 

 

20

 

 

 

11

 

 

 

 

State and local:

 

 

 

 

 

 

 

 

 

Texas

 

 

300

 

 

 

270

 

 

 

260

 

New Hampshire

 

 

60

 

 

 

61

 

 

 

22

 

Ohio Regional Income Tax Authority

 

 

41

 

 

 

40

 

 

 

34

 

Other

 

 

143

 

 

 

67

 

 

 

53

 

Total state and local

 

 

544

 

 

 

438

 

 

 

369

 

Total US Federal, State and Local Taxes Paid

 

$

564

 

 

$

449

 

 

$

369

 

Deferred income taxes reflect the net tax effects of temporary differences between the carrying amount of assets and liabilities for financial reporting purposes and the amounts for income tax purposes, as well as operating loss and tax credit carryforwards. The Company evaluates the realizability of its deferred tax assets and recognizes a valuation allowance if, based on the available evidence, both positive and negative, it is more likely than not that some portion or all of its deferred tax assets will not be realized. When evaluating the realizability of its deferred tax assets, the Company considers, among other matters, estimates of expected future taxable income, nature of current and cumulative losses, existing and projected book/tax differences, tax planning strategies available, and the general and industry specific economic outlook. This realizability analysis is inherently subjective, as it requires the Company to forecast its business and general economic environment in future periods.

The tax effects of temporary differences that gave rise to deferred tax assets and liabilities were as follows:

 

 

December 31,

 

(In thousands)

 

2025

 

 

2024

 

 

2023

 

Charitable contribution and credit carryforwards

 

$

2,126

 

 

$

1,877

 

 

$

1,704

 

Compensation and employee benefits

 

 

33

 

 

 

35

 

 

 

33

 

Net operating losses

 

 

 

 

 

 

 

 

15

 

Lease payable

 

 

150

 

 

 

147

 

 

 

144

 

UNICAP

 

 

14

 

 

 

13

 

 

 

14

 

Gross deferred tax assets

 

 

2,323

 

 

 

2,072

 

 

 

1,910

 

Prepaid expenses

 

 

(16

)

 

 

(13

)

 

 

 

Buildings and equipment (1)

 

 

(629

)

 

 

(611

)

 

 

(662

)

Gross deferred tax liabilities

 

 

(645

)

 

 

(624

)

 

 

(662

)

Net Deferred Tax Assets

 

$

1,678

 

 

$

1,448

 

 

$

1,248

 

 

(1)
These buildings and equipment in 2025, 2024, and 2023 relate to the Kerrow Restaurant Operating Business.

Historical Timeline

Fiscal YearFiled
2025Feb 12, 2026Showing above
2024Feb 13, 2025
2023Feb 15, 2024
2022Feb 17, 2023
2021Feb 23, 2022
2020Feb 19, 2021
2019Feb 27, 2020
2018Feb 20, 2019
2017Feb 27, 2018
2016Feb 27, 2017
2015Mar 22, 2016

About Income Taxes Disclosures

The income tax disclosure reveals how much a company actually pays in taxes versus what the statutory rate would predict. Analysts focus on the effective tax rate (ETR) reconciliation, which breaks down every item driving the gap between the 21% federal rate and the company's reported ETR — including R&D credits, foreign rate differentials, and state taxes. Deferred tax assets (DTAs) and their valuation allowances signal management's confidence in future profitability: a rising allowance suggests the company doubts it can use accumulated tax benefits. Uncertain tax benefit (UTB) reserves quantify exposure to IRS challenges on aggressive positions.

Key signals to watch: sudden ETR drops without clear operational reasons, large increases in valuation allowances, growing UTB balances, and significant unremitted foreign earnings. Post-TCJA, pay attention to GILTI and BEAT provisions that affect multinational tax structures. Compare the cash taxes paid (from the cash flow statement) against the income tax provision to gauge earnings quality.