A+ Work

Fill in the page numbers from the annual report where the following are located.

Required information for this workbook project. Page No. Required information for this workbook project. Page No.

Financial Highlights  3

 Chief Executive Officer Letter 4-5

Management’s Discussion and Analysis (MD&A) 52-88 Notes to Financial Statements

 96-160

Income Statement

 91 Report of Independent Accountants or Independent Auditors’ Report 90

Balance Sheet  93 Five- or Ten-Year Summary of Operating Results 51

Statement of Change in Stockholder’s Equity

 95

 Management’s Report (Responsibility) on Internal Control over Financial Reporting 162

Statement of Cash Flows  94

 Investor and Company Information or Shareholder Information 183

Identify Why You Selected This Company

Chapter 1: Identify Why You Selected This Company – Question 1

What is/are your motivation(s) or interest(s) in selecting this company?

[See above for examples.]

What question(s) are you seeking to answer? 

[For example, is the company profitable?  Can the company change and develop new products and services to be competitive?  Would I invest in this company? Will the company provide rewarding career opportunities?  In chapter 5 you will have pulled together the financial and nonfinancial information to answer these question(s).]

Company and Annual Report Essentials

Chapter 1: Company and Annual Report Essentials – Question 1

What is the company’s complete name?

Chapter 1: Company and Annual Report Essentials – Question 2

What is the address of your company’s corporate headquarters?

Chapter 1: Company and Annual Report Essentials – Question 3

Identify the company’s website address.

Chapter 1: Company and Annual Report Essentials – Question 4

Identify the telephone number and e-mail address of the company’s Investor Relations Department.

Chapter 1: Company and Annual Report Essentials – Question 5

Which stock exchange lists your company?

Chapter 1: Company and Annual Report Essentials – Question 6

What is your company’s stock exchange trading symbol?

Chapter 1: Company and Annual Report Essentials – Question 7

What is your company’s Standard Industrial Classification (SIC) and sector? Run a search on “Standard Industrial Classification,” and the classification and code will be identified. Your company may list more than one SIC code numbers. The first listed is considered the primary SIC for the company.

For example, search – The Home Depot SIC – brings up a listing of sources. Once you locate this code, search on the Department of Labor website at https://www.osha.gov/pls/imis/sicsearch.html to find out more about your Company’s SIC. 

SIC Code: 5211

Sector: Basic Materials, Construction, Retail

Industry: Lumber and other building materials

Chapter 1: Company and Annual Report Essentials – Question 9

How many of the directors are company employees, labeled inside directors? And how many are non-company directors, labeled outside directors? Why does a company want and need outside directors?

(Inside and outside directors are typically identified as such by their title and company.)

Chapter 1: Company and Annual Report Essentials – Question 10

Leadership addresses the stockholders, typically, once a year at the annual stockholders meeting. Identify where and when this occurred, as reported in your annual report.

Chapter 1: Company Strategy and Business Environment – Question 1

Review the chairman’s message of your company’s annual report. Does it appear to be uplifting or somewhat apologetic? Identify phrases that support your position.

Chapter 1: Company Strategy and Business Environment – Question 2

Check below the one primary company strategy identified in the chairman’s message. Support your answer with phrases found in the chairman’s message that pointed you to the identified corporate strategy.

Chapter 1: Company Strategy and Business Environment – Question 3

Briefly summarize the company’s discussion found in Item 1 of SEC Form 10-K.