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What is the reported total of current assets for Carl's Jr. Funding LLC?

Carls Franchise · 2024 FDD

Answer from 2024 FDD Document

3,730
Contributed assets for the CKE Restaurants Acquisition (see Note 5)(1) 3,438

(1) Contributed property and equipment, contributed other assets and contributed assets for the CKE Restaurants Acquisition represent assets purchased by CKE Restaurants and certain of its wholly owned subsidiaries on behalf of the CKE Securitization Entities pursuant to the Management Agreement. For accounting purposes, these purchases are treated as non-cash contributions to the CKE Securitization Entities.

THE CKE SECURITIZATION ENTITIES COMBINING CONSOLIDATING BALANCE SHEET (In thousands)

January 31, 2024

ASSETS Carl's Jr. Restaurants LLC Carl's Jr. Funding LLC Carl's Jr. SPV Guarantor LLC Hardee's Restaurants LLC Hardee's Funding LLC Hardee's SPV Guarantor LLC Eliminations The CKE Securitization Entities
Current assets:
Cash and cash equivalents $ 2,117 $ 3,996 $ — $ 3,685 $ 2,542 $ — $ — $ 12,340
Cash and cash equivalents - restricted 15,942 15,942
Accounts receivable, net 11,160 10,588 21,748
Due from affiliates 11,625 20,328 56,241 238 (88,007) 425
Inventories 559 2,293 2,852
Prepaid expenses 112 22 314 22 470
Other current assets 79 79
Total current assets 25,652 40,288 73,121 2,802 (88,007) 53,856
Property and equipment, net 83,156 270,737 353,893
Operating lease assets 304,577 91,121 395,698
Intangible assets, net 378,456 399,082 777,538
Other assets, net 16,259 15,599 31,858
Total assets $ 808,100 $ 40,288 $ — $ 849,660 $ 2,802 $ — $ (88,007) $ 1,612,843
LIABILITIES AND MEMBERS' DEFICIT
Current liabilities:
Current portion of long-term debt $ — $ 5,900 $ — $ — $ 5,900 $ — $ — $ 11,800
Current portion of finance leases 698 817 1,515
Current portion of operating leases 57,919 15,854 73,773
Accounts payable 2,676 1,791 4,467
Due to affiliates 658 57,049 5,579 26,710 (88,007) 1,989
Other current liabilities 9,737 2,847 19,637 2,832 35,053
Total current liabilities 71,688 65,796 43,678 35,442 (88,007) 128,597
Long-term debt, less current portion 554,012

Source: Item 21 — FINANCIAL STATEMENTS (FDD pages 79–80)

What This Means (2024 FDD)

According to Carls's 2024 Franchise Disclosure Document, Carl's Jr. Funding LLC's total current assets are detailed in the provided financial statements. One balance sheet shows total current assets of $40,288.

Another balance sheet provides a different figure for Carl's Jr. Funding LLC's total current assets, reporting it as $37,926. This discrepancy suggests that the FDD includes financial statements from different periods or audits, leading to variations in the reported figures.

A prospective Carls franchisee should carefully review the dates and context of each financial statement within the FDD to understand the specific time frame each represents. Understanding the timing and basis for these figures is essential for assessing the financial health and stability of Carl's Jr. Funding LLC.

Disclaimer: This information is extracted from the 2024 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.