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Home Court filings Crossroads Capital Plus Otc Filings Crossroads Systems OTC Q1 FY2020 Disclosure Amendment: Revenue $7.6M, NI $971K

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Crossroads Systems OTC Q1 FY2020 Disclosure Amendment: Revenue $7.6M, NI $971K

Filed March 13, 2020 in Crossroads Capital Plus Otc Filings; one of 12 filings from this case.

Record facts

Filed2020-03-13

Full text

CROSSROADS SYSTEMS, INC 
A Delaware Corporation 
8214 Westchester Dr. Suite 950 
Dallas, TX 75225 
________________________________ 
(214) 999-0149 
www.crossroads.com 
 
SIC CODE: 6712 
 
Quarterly Report 
For the Period Ending: January 31, 2020 
(the “Reporting Period”) 
 
The number of shares outstanding of our Common Stock is 5,971,994 SHARES as of 
January 31, 2020.  
 
The number of shares outstanding of our Common Stock was 5,971,994 SHARES as of 
October 31, 2019 (end of previous reporting period) 
 
Indicate by check mark whether the company is a shell company (as defined in Rule 405 
of the Securities Act of 1933 and Rule 12b-2 of the Exchange Act of 1934):   
 
Yes: 
 
 
No: 
 (Double-click and select “Default Value” to check) 
 
Indicate by check mark whether the company’s shell status has changed since the previous 
reporting period: 
 
Yes: 
 
 
No: 
 
 
Indicate by check mark whether a change in control of the company has occurred over this 
reporting period: 
 
Yes: 
  
No: 
 
 
 

  
 
 
Part A  
General Company Information 
Item 1 Name of the issuer and its predecessors (if any) and the address of its principal executive officers 
 
Crossroads Systems, Inc 
Prior Symbol CRDS - Bankruptcy Plan Effective October 3, 2017; Current CRSS 
 
The address of the issuer’s principal executive offices. 
 
 
 
Crossroads Systems, Inc 
8214 Westchester Dr. Suite 950 
Dallas, TX 75225 
 (214) 999-0149        
www.crossroads.com; www.capitalplusfin.com  
ir@crossroads.com; info@capitalplusfin.com 
 
Item 2 Shares Outstanding 
 
 
COMMON STOCK 
 
As of January 
31, 2020 
As of October 
31, 2019 
As of October 
31, 2018 
Number of Shares Authorized 
75,000,000 
75,000,000 
75,000,000 
Number of Shares outstanding 
5,971,774 
5,971,774 
5,971,994  
Number of Shares in Public Float 
1,522,221 
1,522,221 
1,522,221 
Total Number of Shareholders of record 
160 
157 
159 
Total Number of Shareholders holding at least 100 
shares 
55 
52 
55 
List of securities offerings and shares issued for services in the past two years  
None 
Item 3  Financial information for the issuer’s most recent fiscal period.  
The Company has provided the following financial statements for the most recent fiscal year ending January 31, 
2020 which are attached hereto as Exhibit A and are hereby incorporated by reference:  
• 
Consolidated Balance Sheet 
• 
Consolidated Statement of Operations  
• 
Consolidated Statement of Changes in Equity 
• 
Consolidated Statement of Cash Flows   
• 
Notes to the Consolidated Financial Statements  
Similar financing information for such part of the two preceding fiscal years as the issuer or its predecessor 
has been in existence.  
The Company has provided the following financial statements for the two most recent fiscal years ending October 
31, 2019 and October 31, 2018 (“Fiscal 2019”), and (“Fiscal 2018”):  
• 
Report of Independent Public Accounting Firm 
• 
Consolidated Balance Sheet 
• 
Consolidated Statement of Operations  
• 
Consolidated Statement of Changes in Equity 

  
 
 
• 
Consolidated Statement of Cash Flows   
• 
Notes to the Consolidated Financial Statements  
These are published as Exhibit A to “Annual Reports” for each of Fiscal 2019 and Fiscal 2018 and filed 
through the OTC Disclosure and News Service, available at www.otcmarkets.com, and are hereby 
incorporated by reference. 
Item 4  Management’s Discussion and Analysis  
The following discussion provides information and analysis of the Company’s results of operations and its 
liquidity and capital resources, and should be read in conjunction with the Company’s Consolidated Financial 
Statements and the other financial information included in Exhibit A and elsewhere in this Quarterly Report. 
This discussion contains forward-looking statements that involve risks and uncertainties. The Company’s 
actual results could differ materially from those anticipated in these forward-looking statements as a result 
of any number of factors.  
The Company’s operating and reporting period is on a fiscal year ending on October 31. The quarterly 
reporting period is from November 1, 2019 to January 31, 2020.  The comparative period is from November 
1, 2018 to January 31, 2019 
Fiscal 2020 Financial Overview & Results of Operations  
Operations  
Total revenue from operations for the quarter ended January 31, 2020 was $7.6 million compared to $7.2 million for 
the same period of 2019.  The increase in revenue was the result of growth in loan portfolio.  Net operating income 
before taxes and non-controlling interest for the quarter ended January 31, 2020 was $1.1 million compared to 
$690,000 for the same period of 2019.   
Net Earnings Per Share  
Net earnings per share from operations before taxes and after non-controlling interests for the quarter ended January 
31, 2020 was $0.16 compared to $0.09 for the quarter ended January 31, 2019.   
 
 

  
 
 
Results of Operations 
Comparison of the Three Months Ended January 31, 2020 to the Three Months Ended January 31, 2019 
The following table sets forth selected consolidated operating results stated in dollars and as a percentage of net 
sales:  
 
Total Revenues 
Total property sales revenue from the sale of recently rehabilitated homes was $4.2 million for the quarter ended 
January 31, 2020 compared to $4.3 million for the quarter ended January 31, 2019.  The seasonality in our business 
contributes to flat sales income during the first quarter. 
Total interest income revenue generated from the Company’s mortgage note receivable portfolio increased to $3.2 
million for the quarter ended January 31, 2020 compared to $2.8 million for the quarter ended January 31, 2019.  The 
increase was the result of growth in the total mortgage note receivable portfolio during the year.  
Cost of Goods Sold  
The cost of goods sold related to the sale of homes were flat at $3.7 million for the quarter ended January 31, 2020 as 
sales were flat for the quarter.  Cost of goods sold includes all the direct costs of the inventory sold as well as the costs 
related to the rehabilitation of the homes sold.  In addition, cost of goods sold includes carrying costs of all the 
properties sold and inventory on hand. 
January 31, 
2020
January 31, 
2019
$
%
REVENUES
Interest income
3,179,853
$      
2,848,662
      
331,192
$     
11.6%
Property sales
4,180,400
4,315,103
      
(134,703)
     
-3.1%
Other revenue
284,321
45,600
           
238,722
       
523.5%
Total revenues
7,644,575
        
7,209,365
      
435,210
       
6.0%
COSTS AND EXPENSES
Interest expense
1,515,581
1,391,024
      
124,557
       
9.0%
Cost of properties sold
3,669,899
3,678,146
      
(8,247)
         
-0.2%
General and administrative
471,810
412,768
         
59,042
         
14.3%
Salaries and wages
673,464
737,483
         
(64,019)
       
-8.7%
Total costs and expenses
6,330,753
        
6,219,421
      
111,333
       
1.8%
Income from operations
1,313,821
        
989,944
         
323,877
       
32.7%
OTHER EXPENSES
Interest expense
(211,876)
          
(300,270)
        
88,394
         
-29.4%
Total other expenses
(211,876)
          
(300,270)
        
88,394
         
-29.4%
Income before income tax provision
1,101,945
        
689,674
         
412,271
       
59.8%
INCOME TAX PROVISION
(131,370)
          
(61,726)
          
(69,644)
       
112.8%
NET INCOME
970,575
           
627,948
         
342,627
       
54.6%
Less: net income attributable to non-controlling interests
(158,795)
          
(136,740)
        
(22,055)
       
16.1%
NET INCOME ATTRIBUTABLE TO CONTROLLING INTERESTS
811,780
$         
491,208
$       
320,572
$     
65.3%
Earnings (loss) per share:
Cash income attributable to common shareholders
943,150
           
552,934
         
390,216
       
70.6%
Weighted average shaes outstanding
5,971,994
        
5,971,994
      
-
              
0.0%
Cash income per share
0.16
$               
0.09
$             
0.07
$           
70.6%
For the Three Months Ended 
Increase/(Decrease)

  
 
 
The second component of cost of goods sold is the interest expense on the mortgage note receivable portfolio.  The 
interest expense related to the portfolio income was $1.5 million for the quarter ended January 31, 2020 compared to 
$1.4 million for the quarter ended January 31, 2019.   The increase in interest expense was the result of the mortgage 
portfolio growing which increased the total debt at the company offset by lower interest rates on that debt for the 
quarter ended January 31, 2020. 
Operating Expenses  
Operating expenses consist primarily of the following: compensation, sales and marketing, technology, legal, 
professional fees, insurance and other operating expenses.  
Total operating expenses were $1.1 million for the quarter ended January 31, 2020 compared to $1.2 million for the 
quarter ended January 31, 2019.  Operating expenses as a percentage of total revenues were at 15% for the quarter 
ended January 31, 2020 and decreased slightly from 16% from the same reporting period of 2019.  
Other Income/Expense  
The other interest expense relates to interest from acquisition debt.  Total other interest expenses decreased $88,000 
from the quarter ended January 31, 2020 to the quarter ended January 31, 2019 due to the principal reduction on this 
debt.  The balance on the acquisition debt at January 31, 2020 was $12.3 million compared to $15M at January 31, 
2019.   
Liquidity and Capital Resources  
We define liquidity as our ability to generate sufficient cash to fund current loan demand at the subsidiary level and to 
operate on an ongoing basis. Our liquidity requirements are met primarily through cash flow from operations, receipt of pre-
paid and maturing balances in our loan portfolios, debt financing and preferred equity investments.  
As of January 31, 2020, Capital Plus Financial had lines of credit available with its current banking partners in excess 
of $22 million.  
The Company also offers a Preferred Equity instrument to its bank partners which is a considered a qualified 
investment under the Community Reinvestment Act (“CRA”) investment test for banks.  Banks purchase units of the 
preferred investment which generates cash for the Company and provides banks with an “innovative” investment, 
providing more favorable CRA assessment from their regulators.  
Working Capital 
Mortgage Note Portfolio 
The mortgage note portfolio consists of $118.3 million of long term fixed, amortizing single family residential 
mortgages in the Dallas/Fort Worth, Houston and San Antonio markets.  The Company provides a mortgage for the 
purchase of a property with an equity down payment from the potential buyer.  Our mortgage portfolio is comprised 
of first-time home buyers, and in over 60% of the cases, first time credit recipients. We believe the risk associated 
with these borrowers is mitigated by their history of debt aversion. Plainly said, those who have shown the financial 
discipline to operate without debt should be rewarded and not punished as is often the case with a zero credit score 
borrower attempting to qualify for a mortgage. Each borrower is manually underwritten, and all are given the 
opportunity to demonstrably prove their ability to repay. A 43% debt to income (“DTI”) ratio is the maximum ratio 
for approved mortgages, but the average DTI ratio in our portfolio is 24%, further reinforcing the quality of our 
borrowers. All mortgages are originated in house and are Qualified Mortgages (QM).  Our weighted average rate on 
the portfolio was 10.56% at January 31, 2020. 

  
 
 
The Company has a default rate below 3% per year and when it does take a property back into inventory, it is able to 
put it back into its rehab cycle and resell it.  Given its ability to rehab and resell the properties at a profit, the Company 
has determined a reserve for delinquent and defaulted mortgages is not necessary as of January 31, 2020.  
As of January 31, 2020, the Company had a mortgage note receivable balance of $118.3 million compared to $105.8 
million as of January 31, 2019.   
In addition, the company carries higher value residential mortgage notes held for sale in its securities portfolio held to 
provide needed liquidity.  From time to time, the Company will also provide commercial real estate loans as part of its 
community development mission.  The outstanding balance of these loans at January 31, 2020 was $6.6 million compared 
to $4.2 million at January 31, 2019. 
Inventory  
Inventory consists of properties that are currently undergoing remodeling or are being held for sale. Inventory is stated 
at the lower of its cost or net realizable value using the specific identification method. Repair costs, commissions, 
closing costs, interest and other costs associated with individual properties are included in the cost of the property and 
are expensed as part of the cost of sales when the property is sold.  
The Company regularly evaluates inventories that are slow-moving or incurring costs in excess of budgeted costs. The 
Company determined a reserve for slow-moving inventory was not necessary as of January 31, 2020.  
As of January 31, 2020, gross inventory was $13.1 million compared to $9.5 million as of January 31, 2019, an 
increase of $3.6 million or 38%. The increase in inventory as of January 31, 2020 compared to January 31, 2019 
resulted from the Company’s strategic decision to start increasing inventory earlier in the fall to allow for increased 
home sales for Spring 2020.  
Revolving Credit Facility  
The Company has a revolving line of credit for the acquisition of properties and another for its mortgage loans.  The 
outstanding balance on the inventory line at January 31, 2020 was $9.5 million compared to $7.4 million at January 
31, 2019.  The increase in outstanding balance is the result of increasing inventories for the upcoming sales season.   
The outstanding balance on the mortgage loan revolving credit facility was $42.5 million as of January 31, 2020, 
compared to $34.2 million as of January 31, 2019.  The increase was the result of adding new loans to the credit 
facility. 
Cash Flows Provided by Operations  
Continuing Operations  
Net cash used by operating activities during the year ended January 31, 2020 was $3.9 million compared to $5.4 
million of net cash used for the year ended January 31, 2019. The main driver of cash usage was the increase 
inventories of homes for the upcoming spring sales season. 
Cash Flows Used in Investing and Financing Activities  
Net cash used by investing activities during the year ended January 31, 2020 was $2.0 million compared to $1.9 
million of net cash used for the year ended January 31, 2020. This represents the payment of escrowed taxes on the 
mortgage loan portfolio.   

  
 
 
Net cash provided by financing activities during the year ended January 31, 2020 was $731,000 compared to $2.2 
million for the year ended January 31, 2019.  During the quarter ended January 31, 2019, the Company raised $2.5 
million in its preferred unit investment which was utilized to pay down acquisition debt.   
There are no known trends, events or uncertainties that have or are reasonably like to have a material impact on the 
company’s short-term or long-term liquidity. The internal sources of liquidity are profits generated from the 
company’s operating subsidiary, Capital Plus Financial, and its external sources of liquidity remain debt and equity 
from banking institutions that assist in the institutions compliance with the Community Reinvestment Act (CRA). The 
company has no material commitments for capital expenditures and the expected source of funds for such 
expenditures. There are no known trends, events, or uncertainties that had had or that are reasonably expected to have 
a material impact on the net sales or revenues or income from continuing operations. There are no significant elements 
of income or loss that do not arise from the company’s continuing operations. There are also no causes for any material 
changes from period to period in one or more line items on the company’s financial statements nor are the seasonal 
aspects that had a material effect on the financial condition of the results of operations.  
Critical Accounting Policies and changes 
 
N/A 
Off-Balance Sheet Arrangements. 
NA 
Item 5 Legal Proceedings  
Any current past, pending, or threatened legal proceedings or administrative actions either by or against the issuer 
that could have a material effect on the issuer’s business, financial condition, or operations and any current, past or 
pending trading suspensions by a securities regulator.  
None  
Item 6 Defaults upon senior securities.  
None  
Item 7  Other Information.  
None  
Item 8 Exhibits.  
 
 
 
 
 
 

  
 
 
EXHIBIT A 
 
Financial Statements for the Period Ending January 31, 2020 
Condensed Consolidated Balance Sheets as of January 31, 2020, and October 31, 2019  
Condensed Consolidated Statements of Operations For the fiscal quarter ended January 31, 2020, and January 31, 
2019  
Condensed Consolidated Statements of Cash Flows For the fiscal quarter ended January 31, 2020, and January 31, 
2019  
Notes to the Consolidated Financial Statements  
 
 

  
 
 
CROSSROADS SYSTEMS, INC. 
CONDENSED CONSOLIDATED BALANCE SHEET 
 
 
 
 
 
          ASSETS
January 31, 
2020
October 31, 
2019
CURRENT ASSETS
Cash and cash equivalents
412,992
$        
1,656,114
$      
Restricted cash
623,747
          
2,583,057
        
Interest receivable
1,319,349
       
893,343
           
Current portion of notes receivable
1,380,352
       
1,447,842
        
Current portion of other notes receivable
89,918
            
339,429
           
Inventory
13,056,189
     
11,796,430
      
Prepaid expenses and other current assets
294,941
          
351,547
           
Total current assets
17,177,487
     
19,067,762
      
NOTES RECEIVABLE, net of current maturities and allowance of $0
116,991,740
   
115,435,031
    
OTHER NOTES RECEIVABLE, net of current maturities and allowance of $0
6,499,846
       
6,463,049
        
GOODWILL
18,566,966
     
18,566,966
      
DEFERRED TAX ASSET
19,548,954
     
19,680,324
      
OTHER NON-CURRENT ASSETS
42,886
            
36,083
             
TOTAL ASSETS
178,827,880
$ 
179,249,215
$  
          LIABILITIES AND EQUITY
CURRENT LIABILITIES
Accounts payable
267,436
$        
289,230
$         
Accrued liabilities
490,442
          
609,546
           
Escrow liabilities
440,335
          
2,646,581
        
Current portion of credit facilities
58,384,100
     
66,167,346
      
Current portion of other note payable 
135,579
          
179,327
           
Current portion of acquisition notes payable
1,871,378
       
2,495,168
        
Total current liabilities
61,589,270
     
72,387,198
      
CREDIT FACILITIES, net of current maturities
54,949,201
     
45,608,430
      
OTHER NOTE PAYABLE, net of current maturities
1,335,571
       
1,335,571
        
ACQUISITION NOTES PAYABLE, net of current maturities
12,429,611
     
12,418,163
      
OTHER LONG-TERM LIABILITIES
370,322
          
156,049
           
TOTAL LIABILITIES
130,673,976
   
131,905,411
    
EQUITY
Common stock, $0.001 par value: 75,000,000 shares 
authorized, 5,971,994 shares issued and outstanding
5,972
              
5,972
               
Additional paid in capital
242,357,163
   
242,358,843
    
Accumulated deficit
(212,262,737)
 
(213,074,517)
  
Crossroads Systems, Inc. stockholders' equity
30,100,398
     
29,290,298
      
Non-controlling interests
18,053,506
     
18,053,506
      
TOTAL EQUITY
48,153,904
     
47,343,804
      
TOTAL LIABILITIES AND EQUITY
178,827,880
$ 
179,249,215
$  

  
 
 
CROSSROADS SYSTEMS, INC. 
CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS 
 
 
 
 
 
January 31, 
2020
January 31, 
2019
REVENUES
Interest income
3,179,853
$      
2,848,662
      
Property sales
4,180,400
4,315,103
      
Other revenue
284,321
45,600
           
Total revenues
7,644,575
        
7,209,365
      
COSTS AND EXPENSES
Interest expense
1,515,581
1,391,024
      
Cost of properties sold
3,669,899
3,678,146
      
General and administrative
471,810
412,768
         
Salaries and wages
673,464
737,483
         
Total costs and expenses
6,330,753
        
6,219,421
      
Income from operations
1,313,821
        
989,944
         
OTHER EXPENSES
Interest expense
(211,876)
          
(300,270)
        
Total other expenses
(211,876)
          
(300,270)
        
Income before income tax provision
1,101,945
        
689,674
         
INCOME TAX PROVISION
(131,370)
          
(61,726)
          
NET INCOME
970,575
           
627,948
         
Less: net income attributable to non-controlling interests
(158,795)
          
(136,740)
        
NET INCOME ATTRIBUTABLE TO CONTROLLING INTERESTS
811,780
$         
491,208
$       
For the Three Months Ended 

  
 
 
CROSSROADS SYSTEMS, INC. 
CONDENSED CONSOLIDATED STATEMENT OF CASH FLOW 
 
 
 
January 31, 
2020
January 31, 
2019
CASH FLOWS FROM OPERATING ACTIVITIES
Net income
970,575
$        
627,949
      
Adjustments to reconcile net income to net cash
used in operating activities:
Loss on derivative related activity
(6,803)
             
(154,870)
     
Stock awards in settlement of liabilities
(1,680)
             
2,521
          
Amortization of deferred financing fees
11,450
            
11,450
        
Provision for income taxes
131,370
          
61,726
        
Changes in operating assets and liabilities:
Interest receivable
(426,006)
         
(69,911)
       
Notes receivable
(1,276,506)
      
(1,429,993)
  
Inventory
(1,259,759)
      
(2,034,971)
  
Prepaids and other assets
56,606
            
(28,797)
       
Accounts payable
(21,794)
           
21,955
        
Accrued liabilities
95,170
            
(271,617)
     
Escrow liabilities
(2,206,246)
      
(2,096,082)
  
Net cash used in operating activities
(3,933,623)
      
(5,360,641)
  
CASH FLOWS FROM INVESTING ACTIVITIES
Restricted cash
1,959,310
       
1,869,078
   
Net cash used in investing activities
1,959,310
       
1,869,078
   
CASH FLOWS FROM FINANCING ACTIVITIES
Preferred equity contributions
-
                  
2,500,000
   
Preferred equity dividend distributions
(158,795)
         
(136,740)
     
Borrowings on credit facilities, net
5,137,946
       
2,697,500
   
Principal payments on credit facilities
(3,580,421)
      
(263,383)
     
Principal payments on other notes payable
(43,748)
           
(41,002)
       
Principal payments on acquisition note payable
(623,792)
         
(2,555,679)
  
Net cash provided by financing activities
731,190
          
2,200,696
   
Net change in cash and cash equivalents and restricted cash
(1,243,122)
      
(1,290,867)
  
Cash and cash equivalents and restricted cash at beginning of period
1,656,114
       
2,323,614
   
Cash and cash equivalents and restricted cash at end of period
412,992
$        
1,032,747
$ 
SUPPLEMENTAL INFORMATION
Cash paid for interest
1,887,976
$     
1,426,636
$ 
Cash paid for income taxes
-
$                    
-
$                

  
 
 
CROSSROADS SYSTEMS, INC 
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS  
 
1. COMPANY PROFILE AND NATURE OF OPERATIONS 
 
Crossroads Systems, Inc. (OTC Pink: CRSS) (the “Company”, “CRSS” or “Parent”) was an intellectual property 
licensing company headquartered in Austin, Texas. Founded in 1996 as a product solutions company, Crossroads 
created some of the storage industry's most fundamental patents and licensed patents to more than 50 companies prior 
to filing for re-organization under Chapter 11 of the Federal Bankruptcy Code on August 13, 2017.   
 
On December 18, 2017, the Parent closed on the acquisition of 100% of the common equity of Capital Plus Financial, 
LLC (“CPF”), a Texas based community development financial institution (“CDFI”).  CPF’s mission is to make 
homeownership available to the Hispanic market throughout Texas.  CPF is also a certified B Corporation which is a 
group of for-profit companies certified to meet rigorous standards of social and environmental performance, 
accountability and transparency. CPF operates in Texas where it acquires, renovates, and sells single family homes 
providing seller financing through notes receivable. 
 
Principals of Consolidation 
The consolidated financial statements include the accounts of CRSS and CPF. Capital Mortgage Servicing, LLC 
(“CMS”) is wholly owned by CPF.  (collectively, “we”, “us”, or the “Company”).  All significant intercompany 
accounts and transactions have been eliminated in consolidation.   
 
2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES 
 
 
Basis of Presentation 
The consolidated financial statements are prepared using the accrual basis of accounting in accordance with accounting 
principles generally accepted in the United States of America. The operations are for the period from November 1, 
2019 to January 31, 2020.  
 
Cash and Cash Equivalents 
The Company considers all currency on hand, money market accounts, and highly liquid investments purchased with an 
original maturity of three months or less to be cash equivalents.  Restricted cash includes escrow accounts related 
primarily to CMS’s mortgage servicing obligations.  
 
Notes Receivable 
The Company originates predominantly 30 year notes receivable through sales of rehabilitated homes or purchases notes 
receivable that are secured by an assignment of a deed of trust.  The Company intends to hold the notes for the long-term 
as it has the ability to fund the notes receivable through borrowings from lenders that are secured by the notes receivable 
and properties. Notes receivable are stated at their unpaid principal balances less an allowance for loan losses. The 
average contractual interest rate per note was approximately 10.56% as of January 31, 2020. Interest income is recognized 
monthly per the terms of the respective loan agreements.  Notes receivable have maturities that range from 4 to 30 years.  
All of the Company’s loans and underlying collateral are located in Texas. 
 
The Company uses payment history to monitor the credit quality of the notes receivable on an ongoing basis. The 
Company assesses the carrying value of its notes receivable for impairment when it determines that impairment 
indicators are present. Notes are evaluated for impairment when it is probable the Company will be unable to collect 
all amounts due for scheduled principal and interest payments, including notes in the process of repossession.  
Impaired notes are generally measured based on the fair value of the collateral.  Impaired notes, or portions thereof, 
are charged off when deemed uncollectible.  A specific reserve is created for impaired notes based on the fair value 
of the underlying collateral.  No specific impairment was deemed necessary as of January 31, 2020. 
 
 
 

  
 
 
 
 
2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES, CONTINUED 
 
Notes Receivable, Continued 
The Company may also receive escrow payments for property taxes and insurance included in its note receivable 
collections. The liabilities associated with these escrow collections totaled $623,747 as of January 31, 2020 and are 
included in escrow liabilities on the consolidated balance sheet. 
The Company purchased $1,250,904 in notes receivable it originated for third-parties at face value near the time they 
were originated during the quarter ended January 31, 2020. The Company did not sell any notes during the quarter 
ended January 31, 2020.   
 
Allowance for Loan Losses on Notes Receivable 
The allowance for loan losses reflects management’s estimate of probable and inherent losses in the notes receivable 
balances that may be uncollectible based upon review and evaluation of the loan portfolio as of the consolidated 
balance sheet date.  An allowance for loan losses is determined after giving consideration to, among other things, the 
loan characteristics, including the financial condition of borrowers, the value and liquidity of collateral, delinquency 
and historical loss experience. 
 
In addition, the Company considers such factors as changes in the nature and volume of the portfolio, overall portfolio 
quality, and current economic conditions. The Company applies multiple strategies to mitigate the risks associated 
with delinquent loans, including foreclosures and subsequent rehabilitation and resales. As a result, the Company 
historically has not experienced any significant losses and has determined that an allowance for probable and inherent 
loan losses was not required as of January 31, 2020.  
 
The Company’s policy is to place a note receivable on nonaccrual status when either principal or interest is past due 
and remains unpaid for 90 days or more. Accrued interest receivable is reversed for notes placed on nonaccrual status. 
Payments received on nonaccrual notes receivable are accounted for on a cash basis, first to interest and then to 
principal, as long as the remaining book balance of the asset is deemed to be recoverable. The accrual of interest 
resumes when the past due principal becomes current.  The unpaid principal balance of notes receivable on nonaccrual 
status was $2,001,364 at January 31, 2020.   
 
The Company assesses the collectability of notes receivable on a note by note basis to determine if formal foreclosure 
proceedings are necessary. The total principal balance of notes receivable for which the Company has begun formal 
foreclosure proceedings totaled $342,450 as of January 31, 2020.  
 
Other Notes Receivable 
As of January 31, 2020, the Company had an outstanding balance of $4.95 million in such financing on three residential 
properties and $1.64 million for two commercial real estate loans.  The weighted average interest rate on the residential 
loans was 10.2% and the rates on the two commercial loans were 7.75% and 7.25%, respectively.  The residential 
properties require monthly principal and interest payments based on 30-year amortization schedules maturing between 
2047 and 2049.  The commercial properties require at least monthly interest payments and have maturity dates ranging 
from November 2020 through February 2022.  
 
Due to their individually significant balances, the Company continually monitors other notes receivable for potential 
losses and the need for an allowance for loan losses.  As of January 31, 2020, all other notes receivable were current and 
in good standing, and based on the borrowers’ history and values of the associated properties, the Company determined 
no allowance for loan losses was required. 
 
 
 
 
 

  
 
 
2.  SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES, CONTINUED 
 
Inventory 
Inventory consists of properties that are currently undergoing remodeling or are being held for sale. Inventory is stated 
at the lower of its cost or net realizable value using the specific identification method. Repair costs, commissions, 
closing costs, interest and other costs associated with individual properties are included in the cost of the property and 
are expensed as part of the cost of sales when the property is sold.   
 
The Company regularly evaluates inventories that are slow-moving or incurring costs in excess of budgeted costs.  
The Company determined a reserve for slow-moving inventory was not necessary as of January 31, 2020. 
 
Goodwill 
Goodwill resulted from the acquisition of CPF on December 18, 2017.  Goodwill is accounted for in accordance with 
Accounting Standards Codification (“ASC”) 350, Intangibles – Goodwill.  Management evaluates goodwill for 
impairment annually or when circumstances indicate the estimated fair value exceeds the reporting unit’s carrying 
value indicating potential impairment of goodwill.  The Company determined that goodwill was not impaired at 
January 31, 2020. 
 
Revenue Recognition 
Interest income on notes receivable and other notes receivable is recognized on the accrual basis when earned using 
the effective interest method. Revenue from residential home sales is recognized when title passes to the purchaser 
and collectability is reasonably assured. Revenue is recognized based on the contracted sales price.  
 
Fair Value Measurement 
The Company accounts for its derivative instruments in accordance with ASC 820-10, Fair Value Measurement, 
which among other things provides the framework for measuring fair value. That framework provides a fair value 
hierarchy that prioritizes the inputs to valuation techniques used to measure fair value.  The hierarchy gives the highest 
priority to unadjusted quoted prices in active markets for identical assets or liabilities (level I measurement) and the 
lowest priority to unobservable inputs (level III measurements). The three levels of fair value hierarchy under ASC 
820-10 are as follows:  
 
    Level I  
Quoted prices are available in active markets for identical investments as of the reporting date. The 
type of investments included in Level I include listed equities and listed derivatives.  
    Level II  
Significant observable inputs other than quoted prices in active markets for which inputs to the valuation 
methodology include: (1)  Quoted prices for similar assets or liabilities in active markets; (2) Quoted 
prices for identical or similar assets or liabilities in inactive markets;  (3) Inputs other than quoted 
prices that are observable for the asset or liability;  (4) Inputs that are derived principally from or 
corroborated by observable market data by correlation or other means.  If the asset or liability has a 
specified (contractual) term, the level 2 input must be observable for substantially the full term of 
the asset or liability. 
    Level III  
Pricing inputs are unobservable for the investment and include situations where there is little, if any, 
market activity for the investment. The inputs into the determination of fair value require significant 
management judgment or estimation.   
 
The asset or liability’s fair value measurement level within the fair value hierarchy is based on the lowest level of any 
input that is significant to the fair value measurement.   
 
 
 
 
 
 

  
 
 
2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES, CONTINUED 
 
Fair Value of Financial Instruments 
The Company’s financial instruments consist primarily of cash and cash equivalents, notes receivable, other notes 
receivable, credit facilities, other note payable and acquisition notes payable.  The carrying amount of cash and cash 
equivalents approximates its fair value because it is short-term in nature. This is considered a Level I valuation 
technique.  The credit facilities, other note payable and acquisition notes payable generally have short-term maturity 
dates or variable interest rates that reflect market rates and the Company has determined that their fair value 
approximates their carrying value. This is considered a Level II valuation technique.  The Company assessed the fair 
value of notes receivable and other notes receivable and determined their fair value approximates their book value 
based on anticipated cash flows for principal and interest and relatively immaterial interest rate fluctuations, net of 
other factors.  
 
Deferred Financing Fees 
The Company incurred costs for deferred financing fees when obtaining the acquisition note payable to Veritex 
Community Bank detailed in Note 6. The debt issuance costs are presented as a deduction against the corresponding 
debt on the consolidated balance sheet. The deferred financing fees are amortized over the respective debt agreement 
with amortization expense included in other interest expense in the accompanying consolidated statement of 
operations. Amortization expense was $11,450 for the quarter ended January 31, 2020.  Net deferred financing fees 
were $166,299 as of January 31, 2020. 
 
Stock-Based Compensation 
The Company recognizes compensation expense related to stock options and restricted stock on a straight-line basis 
over the requisite service period based on the estimated fair value of the awards on the date of grant. Compensation 
cost associated with stock options granted is determined using a calculated option value. The calculated value of each 
stock option grant was derived using the Black Scholes option-pricing model based on significant inputs including the 
Company’s common stock price on the grant date, risk-free interest rate, expected option life, and expected volatility. 
The Company used the contractual life as the expected option life since no historical data exists. The Company used 
historical common stock data to estimate expected volatility for valuation of the stock options. 
 
Use of Estimates 
The preparation of the consolidated financial statements in conformity with accounting principles generally accepted 
in the United States of America requires management to make estimates and assumptions that affect the reported 
amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the consolidated 
financial statements and the reported amounts of income and expenses during the reporting period. Actual results 
could differ from those estimates.  Significant estimates that could change in the near term and have a significant 
impact on the consolidated financial statements include the deferred tax assets and allowance for loan losses.  
 
Income Taxes 
The Company accounts for income taxes using the liability method of accounting. Under the liability method, deferred 
taxes are determined based on the differences between the financial statement and tax basis of assets and liabilities 
using enacted tax rates in effect in the years in which the differences are expected to reverse. A valuation allowance 
is recorded to reduce the carrying amounts of deferred tax assets if it is more likely than not such assets will not be 
realized. Deferred income taxes reflect the net tax effects of temporary differences between the carrying amounts of 
assets and liabilities for financial reporting purposes and the amounts used for income tax purposes. 
 
 
 
 
 
 
 

  
 
 
2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES, CONTINUED 
 
Income Taxes, Continued 
The Company recognizes the financial statement benefit of a tax position that does not meet the more-likely-than-not 
threshold only after expiration of the statute of limitations of the relevant tax authority sustains our position following 
an audit. For tax positions meeting the more likely-than-not threshold, the amount recognized in the financial 
statements is the largest benefit that has a greater than 50 percent likelihood of being realized upon the ultimate 
settlement with the relevant tax authority. We recognize interest and penalties related to uncertain tax positions in 
income tax expense. There were no identified tax benefits or liabilities that were considered uncertain positions at 
January 31, 2020. 
 
Concentrations 
Financial instruments that potentially subject the Company to concentrations of credit risk are cash, cash equivalents, 
and notes receivable. The notes receivable are secured by the residential homes that were financed through the loan. 
The Company maintains deposits with major financial institutions, which from time-to-time, may exceed the federally 
insured limits at each institution.  The Company had cash and restricted cash in financial institutions that exceeded 
federally insured limits of approximately $3.4 million.  Management believes any potential credit risk is minimal.   
 
Risks and Uncertainties 
The Company's business is affected, directly and indirectly, by domestic and international economic and political 
conditions and by governmental monetary and fiscal policies. Conditions such as inflation, recession, real estate 
values, volatile interest rates, governmental monetary policy and other factors beyond the Company's control may 
adversely affect the Company's results of operations.  Adverse economic conditions could result in an increase in notes 
receivable delinquencies, foreclosures and non-performing assets and a decrease in the value of property or other 
collateral which secures the Company's loans. 
 
The Company relies on various forms of revolving and long-term borrowings to finance its working capital 
requirements and has historically demonstrated the ability to obtain additional financing or refinance maturing 
obligations as needed to support the Company’s ongoing financing needs. As disclosed in Note 6 of these consolidated 
financial statements, the Company has approximately $60.3 million in current debt obligations maturing within one 
year.   
 
3.  NOTES RECEIVABLE 
 
The principal balance outstanding on the notes receivable and the expected principal collections for the next five years 
and thereafter are as follows for the years ending October 31: 
 
2020 
 
 $         1,380,352  
2021 
 
            1,428,330  
2022 
 
            1,571,957  
2023 
 
            1,732,045  
2024 
 
            1,859,965  
Thereafter 
 
        110,419,688  
  
 
 $     118,392,337  
 
 
 
 
 
 
 
 

  
 
 
3.  NOTES RECEIVABLE, CONTINUED 
 
A detailed aging of notes receivable that are past due as of January 31, 2020 are as follows: 
  
 
  
 
% 
Total notes receivable 
 
 $     118,392,337  
 
100.0 
Past due notes receivable: 
 
  
 
 
31-60 days past due 
 
 $         3,058,166  
 
                       2.6  
61-90 days past due 
 
               802,815  
 
                       0.7  
91-120 days past due 
 
            1,092,239  
 
                       0.9  
Greater than 120 days past due 
 
               909,126  
 
                       0.8  
Total past due notes receivable  
 
 $         5,862,345  
 
                       5.0  
 
4.  OTHER NOTES RECEIVABLE 
 
The principal balance outstanding on the other notes receivable and the expected principal collections for the next 
five years and thereafter are as follows for the years ending October 31: 
2020 
 
 $              89,918  
2021 
 
               825,056  
2022 
 
               828,626  
2023 
 
                 41,391  
2024 
 
                 45,776  
Thereafter 
 
            4,758,997  
 
 
 $         6,589,764  
 
All other notes receivable were current and in good standing as of January 31, 2020.  
 
5.  ACCRUED LIABILITIES 
 
Accrued liabilities consisted of the following at January 31, 2020: 
 
Board Compensation 
  
 $              19,650  
Deferred revenues 
  
               129,861  
Interest payable 
  
               174,465  
Professional Fees 
  
               116,466  
Salaries and wages 
  
                 50,000  
  
  
 $            490,442  
6.  DEBT 
 
Credit Facilities 
The Company uses various types of credit facilities to finance notes receivable and inventories. The loans are secured 
by notes receivable or inventories. Loans with Happy State bank and Oakwood bank were guaranteed by certain 
owners of the Company prior to the expiration of the guarantees in December 2019 and January 2020, respectively.   
 
In connection with the credit facilities, the Company has agreed to comply with certain financial and non-financial 
covenants provided for in the agreements.  Management was not aware of any covenant violations for the year ended 
January 31, 2020. 
 
On January 21, 2020, the Oakwood Bank debt was refinanced, extending the maturity date to January 25, 2025 and 
increasing available funds to $10 million.  The refinancing is reflected in the following schedules. 

  
 
 
 
The Company had the following credit facilities as of January 31, 2020: 
Lender 
  
Interest Rate 
  
Maturity Date 
  
Balance 
  
  
  
  
  
  
  
Texas Citizens Bank 9950 
  
4.75% 
 
9/20/35 
(a) 
         3,558,913  
First National Bank of Ballinger 
  
4.25% 
  
6/2/20 
  
         9,898,486  
First National Bank of Ballinger 
  
5.75% 
(b) 
2/20/22 
  
         1,246,140  
Bank SNB Term 
  
4.07% 
  
9/30/20 
  
       16,680,570  
Happy State Bank Interim Construction (new) 
6.00% 
(b) 
10/1/20 
  
            813,139  
Happy State Bank Interim Construction (lot) 
6.00% 
(b) 
10/1/20 
  
            531,818  
Happy State Bank Interim 2 
  
5.00% 
(b) 
5/17/20 
 (c) 
         9,464,905  
Happy State Bank Term 
  
5.50% 
  
9/18/41 
  
       16,457,957  
Happy State Bank Term 4 
  
5.50% 
  
10/1/43 
  
         2,151,053  
Oakwood Bank 
  
6.02% 
  
1/6/20 
  
       10,000,000  
Veritex Community Bank (formerly Green 
Bank) 
  
5.62% 
(b) 
4/25/20 
(a) 
       20,201,056  
Legacy Bank Texas 
  
6.26% 
(b) 
6/11/21 
  
       22,329,264  
CrossFirst Bank - CRSS 
 
2.49% 
(b) 
12/14/21 
 
         2,199,377  
Veritex Community Bank - CRSS 
 
6.42% 
 
12/18/24 
 
       12,267,913  
  
  
  
  
  
  
     127,800,591  
Less current portion of credit facilities 
  
  
  
  
  
     (60,255,477) 
Credit facilities, net of current maturities 
  
  
  
  
  
 $    67,545,114  
  
  
  
  
  
  
  
(a)  These facilities are due on demand and presented as current. 
  
  
  
  
(b)  These facilities require only monthly interest payments through 
maturity. 
  
  
  
        
Future minimum principal payments for the credit facilities are as follows for the years ending October 31: 
 
2020 
  
 $       60,255,478  
2021 
  
          25,908,428  
2022 
  
            7,032,092  
2023 
  
            3,594,295  
2024 
  
            3,602,335  
Thereafter 
  
          27,407,963  
  
  
 $     127,800,591  
Acquisition Notes Payable 
To fund consideration in the December 18, 2017 acquisition of CPF, the Company entered into a $22,000,000 note 
payable with Veritex Community Bank (the “Veritex Note”) and a $2,200,000 note payable to CrossFirst Bank (the 
“CrossFirst Note”).   
 
Veritex Note 
The Veritex Note bears interest at the annual LIBOR rate plus an applicable margin of 4.50%, which was 6.42% at 
January 31, 2020.  The Veritex Note requires monthly principal payment of $207,931, plus interest, through maturity 
on December 18, 2024, the date at which all unpaid principal and interest is due. The Veritex Note is collateralized 
by certain operating assets of the Company not already collateralized by the credit facilities. The balance on the Veritex 
Note, net of amortizing deferred financing fees of $166,299, was $12,267,991 at January 31, 2020. 
 

  
 
 
6.  DEBT, CONTINUED 
CrossFirst Note 
The CrossFirst Note was created to fund $2,200,000 of the purchase price in the acquisition of CPF to money market 
accounts in the seller’s names at CrossFirst Bank to serve as collateral over the duration of the note.  The CrossFirst 
Note requires a monthly interest payment at the CrossFirst Bank money market account rate plus an applicable margin 
of 1.00%, which was 2.25% at January 31, 2020.  The CrossFirst Note matured on December 14, 2019 and was 
extended December 14, 2021, when all unpaid principal and interest will be due.  The balance on the CrossFirst Note 
was $2,199,377 at January 31, 2020.  
 
Future minimum principal payments for the acquisition notes payable are as follows for the years ending October 31: 
 
 
2020 
 
 $         1,871,378  
2021 
 
            2,495,168  
2022 
 
            4,694,545  
2023 
 
            2,495,168  
2024 
 
            2,495,168  
Thereafter 
 
               415,861  
  
 
 $       14,467,290  
Other Note Payable 
The Company assumed a note payable in the December 2017 acquisition of CPF with an outstanding principal balance 
as of the date of the acquisition totaling $1,827,750 (the “Other Note”). The Other Note is subordinate to the other 
debt obligations, accrues interest at 6.50% per annum, calls for monthly payments of principal and interest of $22,710, 
and matures on December 31, 2026.  The balance on the Other Note was $1,471,150 at January 31, 2020.   
 
Future minimum principal payments for the Other Note is as follows for the years ending October 31: 
2020 
 
 $         135,579  
2021 
 
            191,337  
2022 
 
            204,151  
2023 
 
            217,823  
2024 
 
            234,411  
Thereafter 
 
            489,849  
  
 
 $      1,471,150 
 
7.  DERIVATIVES 
 
The Company uses derivatives to manage risks related to changing interest rates. The Company does not enter into 
derivative contracts for speculative purposes.  The Company is obligated under a master interest rate swap agreement 
with Bank SNB to fix the variable interest rate portion of the Bank SNB term note, which is based on the daily prime 
rate, to a fixed rate of 4.07%. The maturity date of this agreement is September 30, 2020. The swap agreement was 
not designated as a cash flow hedge and therefore, gains or losses on the swap agreement, as well as the other offsetting 
gains or losses on the hedged items attributable to the hedged risk, are recognized in current operations.  
 
ASC 815-10, Derivatives and Hedging, requires derivative instruments to be measured at fair value and recorded in 
the consolidated balance sheet as either assets or liabilities. The interest rate swap agreement is considered a Level II 
investment. The Company recognized a gain of $6,802 for the quarter ended January 31, 2020 which was included 
with interest expense in costs and expenses in the consolidated statement of operations. The fair value of the derivative 
instrument is included in other non-current assets and was $18,345 at January 31, 2020. 
 

  
 
 
8.  OPERATING LEASES 
 
The Company is obligated, as lessee, under non-cancelable operating lease agreements for office space located in 
Bedford, Texas and Houston, Texas. The lease agreements require monthly payments of $12,600 through their 
expiration in December 2022. 
 
Future minimum payments required under non-cancelable operating lease agreements are as follows for the years 
ending October 31:  
2020 
  
 $            113,400  
2021 
  
               151,200  
2022 
  
               151,200  
2023 
  
                 25,200  
  
  
 $            441,000  
  
Rent expense associated with non-cancelable operating leases for the quarter ended January 31, 2020 was $37,800. 
 
9.  STOCKHOLDERS’ EQUITY 
The Company is authorized to issue up to 75 million shares of $0.001 par value common stock and 25 million shares 
of $0.001 par value preferred stock.  As of January 31, 2020, 5,971,994 shares of common stock were issued and 
outstanding and no shares of preferred stock were issued and outstanding.  
 
10. STOCK BASED COMPENSATION 
 
The Company has granted incentive stock options (“ISOs”) through the 2018 Stock Incentive Plan (“Stock Plan”).  As 
of January 31, 2020, there were 797,760 shares authorized for issuance under the Stock Plan.  
 
Stock option awards granted under the Stock Plan generally vest 100% three years from the grant date. Vested options 
do not expire while the recipient is an employee of the Company but are forfeited upon resignation or termination.  
Outstanding options were granted at an exercise price equal to the average of the Company’s stock price over the 30 
day period prior to the grant date.  The exercise of stock options are fulfilled through the issuance of previously 
authorized but unissued common stock shares. During the year ended October 31, 2019, 5,000 stock options previously 
awarded to an employee at an exercise price of $7.47 were forfeited upon the employee’s resignation.  There were no 
outstanding stock options as of January 31, 2020.  
 
11.  NON-CONTROLLING INTERESTS – CPF PREFERRED EQUITY 
 
CPF has 36 preferred units at $500,000 per unit outstanding as of January 31, 2020. No new units were issued during 
the quarter ended January 31, 2020.  During the quarter ended January 31, 2019, 5 preferred units were issued for total 
proceeds of $2.5 million. 
 
The rights and privileges of preferred units are as follows: 
§ 
Duration and Voting:  preferred units have no maturity date and have no voting rights.  
§ 
Dividends: Holders of preferred units are entitled to receive cumulative dividends at an annual rate of 3.50% 
through June 2022 and reset to the prime rate on a quarterly bases thereafter for the remainder of the investment.  
§ 
Conversion and Redemption:  preferred units are not convertible into common units or any other equity of CPF 
or the Company and are redeemable at the Company’s option after the fifth anniversary of the date of issuance. 
§ 
Liquidation preference: holders of preferred units are entitled to a liquidation preference equal to all dividends 
in arrears plus the initial capital contribution.  
During the quarter ended January 31, 2020, CPF paid preferred dividends totaling $158,795. 

  
 
 
12.  RELATED PARTY ACTIVITIES  
 
The Company leases office space in Dallas, Texas on a month to month basis from Southwest Federated, Inc., a related 
party through common ownership. Monthly payments under the lease were $4,500 and total rental payments for the 
quarter ended January 31, 2020 were $13,500.  
 
13.  CONTINGENCIES  
 
The Company is party to certain legal proceedings in the ordinary course of business.  Common legal proceedings 
include, among other things, breach of contract and unlawful eviction. Although litigation is inherently uncertain, 
based on past experience and the information currently available, management does not believe that such claims will 
have a material adverse effect on the Company's financial position, liquidity, or results of operations. 
 
In January 2020, as part of supporting its community development mission, the Company provided a corporate 
guarantee on a single-family residential housing development in Rockwall, TX, which is a part of the Dallas/Fort 
Worth Metroplex. Simmons Bank, a banking partner to the Company provided a loan to a established local developer 
in the amount of $5,779,872 collateralized by 118 single family lots.  CPF guaranteed the loan and received a fee in 
the amount of 2% of the loan amount and 20% of the economics from the developer return.  The 20% economics will 
be earned as the project is completed.  The Company will monitor the loan to the developer as if it was the lender and 
prepare its own quarterly analysis of compliance.  
  
The loan closed on January 27, 2020 and will mature on January 27, 2023.  The loan rate is fixed at 5.25% and requires 
annual mandatory principal reduction of 25%.  The loan is structured where the lot take down contracts have 25% 
cash equity in each deal and the current loan to value is at 75% or below 
  
In evaluating the opportunity, management evaluated the non-interest income opportunity to diversify its revenue 
stream, expand its impact reach yet stay within its area of expertise. In an event of default by the developer our 
construction managers and crews have the expertise to complete the development and construct the homes. 
  
As of the date of this report, the loan was in good standing and the Company had no reason to set up a contingent 
liability. 
 
14. INCOME TAXES 
 
Income tax expense is computed by applying the Federal corporate tax rate of 21% for the quarter ended January 31, 
2020 and is reconciled to the provision for income taxes as follows: 
 
Current 
  
 $                      -    
Deferred 
  
               131,370  
  
  
 $            131,370  
 
As of October 31, 2019, the Company had federal net operating loss carry-forwards (“NOL's”) and research and 
experimentation credits (“R&E Credits”) available to reduce future taxable income of approximately $135.0 million 
and $5.1 million, respectively.  Such deferred tax assets expire as follows: 
 
2020 - 2022 
  
 $       60,500,000  
2023 - 2027 
  
          25,700,000  
2028 - 2032 
  
          22,100,000  
2033 - 2037 
  
          31,800,000  
  
  
 $     140,100,000  
 
Management assesses the available positive and negative evidence to estimate whether sufficient future taxable 
income will be generated to permit use of the existing deferred tax assets.  While the Company projects annual taxable 

  
 
 
income to increase steadily into the future, future profitability depends heavily on the Company’s ability to borrow at 
rates averaging those incurred during the year ended October 31, 2019.  Positive or negative changes in average 
borrowing rates greater than 0.50% could materially affect estimates of future taxable income and any related valuation 
allowances.  
 
On the basis of this evaluation, as of January 31, 2020, a valuation allowance of $14.7 million has been recorded to 
recognize only the portion of the deferred tax asset that is more likely than not to be realized, which is due primarily 
to the significant amount of deferred tax assets expiring over the next three years.  The amount of the deferred tax 
asset considered realizable, however, could be adjusted if estimates of future taxable income during the carryforward 
period are reduced or increased. 
 
15.  SUBSEQUENT EVENTS 
 
In accordance with ASC 855, Subsequent Events, the Company evaluated all material events or transactions that 
occurred after January 31, 2020, the consolidated balance sheet date, and through March 5, 2020, the date the 
consolidated financial statements were issued, noting the following transaction for disclosure as a subsequent event.  
 
On February 14, 2020, as part of supporting its community development mission, the Company provided  a 
corporate guarantee on a single family residential housing development in Rockwall, TX, which is a part of the 
Dallas/Fort Worth Metroplex. Simmons Bank, a banking partner of the Company provided a loan to a local 
developer in the amount of $6,464,385 collateralized by 131 single family lots.   
 
 

  
 
 
SUPPLEMENTAL INFORMATION 
CROSSROADS SYSTEMS, INC. AND SUBSIDIARIES 
SUPPLEMENTAL SCHEDULE I: CONSOLIDATED BALANCE SHEET 
JANUARY 31, 2020 
UNAUDITED 
 
 
 
 
 
 
Crossroads
Capital Plus
Systems, Inc.
Financial, LLC
Eliminations
Total
          ASSETS
CURRENT ASSETS
Cash and cash equivalents
27,784
$           
385,208
$         
-
$                     
412,992
$         
Restricted cash
-
                       
623,747
           
-
                       
623,747
           
Interest receivable
-
                       
1,319,349
        
-
                       
1,319,349
        
Current portion of notes receivable
-
                       
1,380,352
        
-
                       
1,380,352
        
Current portion of other notes receivable
-
                       
89,918
             
-
                       
89,918
             
Intercompany receivables
3,143,910
        
19,576,266
      
(22,720,176)
     
(0)
                     
Inventory
-
                       
13,056,189
      
-
                       
13,056,189
      
Prepaid expenses and other current assets
175,284
           
119,657
           
-
                       
294,941
           
Total current assets
3,346,978
        
36,550,685
      
(22,720,176)
     
17,177,487
      
NOTES RECEIVABLE, net of current 
-
                       
116,991,740
    
-
                       
116,991,740
    
maturities and allowance of $0
-
                       
-
                       
-
                       
OTHER NOTES RECEIVABLE, net of current 
0
6,499,846
        
-
                       
6,499,846
        
maturities and allowance of $0
-
                       
-
                       
-
                       
GOODWILL
18,566,966
      
-
                       
-
                       
18,566,966
      
DEFERRED TAX ASSET
19,548,954
      
-
                       
-
                       
19,548,954
      
INVESTMENT IN SUBSIDIARY
13,386,175
      
-
                       
(13,386,175)
     
-
                       
OTHER NON-CURRENT ASSETS
-
                       
42,886
             
-
                       
42,886
             
TOTAL ASSETS
54,849,073
$    
160,085,157
$  
(36,106,351)
$   
178,827,879
$  
CURRENT LIABILITIES
Accounts payable
9,953
$             
257,483
$         
-
$                     
267,436
$         
Accrued liabilities
49,012
             
441,430
           
-
                       
490,442
           
Escrow liabilities
-
                       
440,335
           
-
                       
440,335
           
Intercompany payables
19,576,266
      
-
                       
(19,576,266)
     
(0)
                     
Current portion of credit facilities
-
                       
69,556,841
      
(11,172,741)
     
58,384,100
      
Current portion of other note payable (subordinated debt)
-
                       
135,579
           
135,579
           
Current portion of acquisition notes payable
-
                       
-
                       
1,871,378
        
1,871,378
        
Total current liabilities
19,635,231
      
70,696,089
      
(28,742,050)
     
61,589,270
      
CREDIT FACILITIES, net of current maturities
-
                       
43,776,460
      
11,172,741
      
54,949,201
      
OTHER NOTE PAYABLE, net of current maturities (subordinated)
-
                       
1,471,150
        
(135,579)
          
1,335,571
        
ACQUISITION NOTES PAYABLE, net of current
14,300,989
      
-
                       
(1,871,378)
       
12,429,611
      
 maturities (includes $2.2M subordinated debt)
OTHER LONG-TERM LIABILITIES
-
                       
370,322
           
-
                       
370,322
           
TOTAL LIABILITIES
33,936,220
      
116,314,022
    
(19,576,266)
     
130,673,976
    
EQUITY
Common stock, $0.001 par value: 75,000,000 shares 
authorized, 5,971,994 shares issued and outstanding
5,972
               
-
                       
-
                       
5,972
               
Additional paid in capital
242,361,362
    
-
                       
(2,519)
              
242,358,843
    
Accumulated earnings (deficit) 
(221,454,482)
   
25,717,630
      
(16,527,566)
     
(212,264,418)
   
Crossroads Systems, Inc. stockholders' equity
20,912,853
      
25,717,630
      
(16,530,085)
     
30,100,397
      
Non-controlling interests
-
                       
18,053,506
      
-
                       
18,053,506
      
TOTAL EQUITY
20,912,853
      
43,771,136
      
(16,530,085)
     
48,153,903
      
TOTAL LIABILITIES AND EQUITY
54,849,073
$    
160,085,157
$  
(36,106,351)
$   
178,827,879
$  
          LIABILITIES AND EQUITY

  
 
 
CROSSROADS SYSTEMS, INC. AND SUBSIDIARIES 
SUPPLEMENTAL SCHEDULE II: CONSOLIDATED STATEMENT OF OPERATIONS 
JANUARY 31, 2020 
UNAUDITED 
 
 
 
 
Crossroads
Capital Plus
Systems, Inc.
Financial, LLC
Total
REVENUES
Interest income
-
$                     
3,179,853
$      
3,179,853
$      
Property sales
-
                       
4,180,400
        
4,180,400
        
Other revenue
-
                       
284,321
           
284,321
           
Total revenues
-
                       
7,644,575
        
7,644,575
        
COSTS AND EXPENSES
Interest expense
-
                       
1,515,581
        
1,515,581
        
Cost of properties sold
-
                       
3,669,899
        
3,669,899
        
General and administrative
54,899
             
416,911
           
471,810
           
Salaries and wages
-
                       
673,464
           
673,464
           
Total costs and expenses
54,899
             
6,275,854
        
6,330,753
        
Income (loss) from operations
(54,899)
            
1,368,721
        
1,313,821
        
OTHER EXPENSES
Interest expense
(211,876)
          
-
                       
(211,876)
          
Total other expenses
(211,876)
          
-
                       
(211,876)
          
Income (loss) before income tax provision
(266,775)
          
1,368,721
        
1,101,945
        
INCOME TAX PROVISION
(131,370)
          
-
                       
(131,370)
          
NET INCOME (LOSS)
(398,145)
          
1,368,721
        
970,575
           
Less: net income attributable to non-controlling interests
-
                       
(158,795)
          
(158,795)
          
NET INCOME (LOSS) ATTRIBUTABLE TO 
CONTROLLING INTERESTS
(398,145)
$        
1,209,926
$      
811,780
$         

  
 
 
Item 9 Certifications 
10)  
 
Issuer Certification 
I, Eric Donnelly, certify that: 
I have reviewed this quarterly disclosure statement of Crossroads Systems, Inc.;  
Based on my knowledge, this disclosure statement does not contain any untrue statement of a material fact or omit to 
state a material fact necessary to make the statements made, in light of the circumstances under which such statements 
were made, not misleading with respect to the period covered by this disclosure statement; and  
Based on my knowledge, the financial statements, and other financial information included or incorporated by 
reference in this disclosure statement, fairly present in all material respects the financial condition, results of operations 
and cash flows of the issuer as of, and for, the periods presented in this disclosure statement.  
 
 
 
 
Date: March 13, 2020 
Eric Donnelly 
 
 
 
 
 
 
 
Chief Executive Officer 
 
I, Farzana Giga, certify that: 
I have reviewed this quarterly disclosure statement of Crossroads Systems, Inc.;  
Based on my knowledge, this disclosure statement does not contain any untrue statement of a material fact or omit to 
state a material fact necessary to make the statements made, in light of the circumstances under which such statements 
were made, not misleading with respect to the period covered by this disclosure statement; and  
Based on my knowledge, the financial statements, and other financial information included or incorporated by 
reference in this disclosure statement, fairly present in all material respects the financial condition, results of operations 
and cash flows of the issuer as of, and for, the periods presented in this disclosure statement.  
 
 
 
 
 
 
Date: March 13, 2020 
Farzana Giga 
 
 
 
 
 
 
 
Chief Financial Officer

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