Preparation of budgeted balance sheet

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FMG1CaseAnalysis.xlsx

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Input Data (all currency in US$) Yellow-use only cell references Little Annin Flagmakers
Blue-may type numbers here Sales Budget (US$)
Budgeted Sales Expected April May June Quarter
April (units) 2,500 Budgeted sales (units) 2,500 6,000 3,000 11,500
May (units) 6,000 Selling price per unit $120 $120 $120 $120
June (units) 3,000 Total Sales $ 300,000 $ 720,000 $ 360,000 $ 1,380,000
July (units) 2,500
August (units) 2,000
Little Annin Flagmakers
Selling Price/Unit $120.00 Schedule of Expected Cash Collections (US$)
April May June Quarter
Cash Collection Pattern Accounts receivable
Month of sale 40% Beginning balance $ 132,000 $ 132,000
Following month 55%
Uncollectible 5% April sales $ 120,000 $ 165,000 $ 285,000
Cash Payments for Materials May sales $ 288,000 $ 396,000 $ 684,000
Month of purchase 40%
Following month 60% June sales $ 144,000 $ 144,000
Production Requirements Total Cash Collections $ 252,000 $ 453,000 $ 540,000 $ 1,245,000
Raw material per unit (lb.) 5
Raw material cost per lb. $7.00 Accounts Receivable as of June 30 $ 198,000
Direct labor hours per unit 0.5
Direct labor rate per hour $40.00 Little Annin Flagmakers
Variable MOHD per direct labor hour $10.00 Production Budget
Fixed MOHD per month $57,950 April May June Quarter July August
Depreciation in fixed MOHD $20,000 Budgeted sales 2,500 6,000 3,000 11,500 2,500 2,000
Add: Desired ending inventory 1,200 600 500 500 400
Selling & Administrative (S&A) Costs Total needs 3,700 6,600 3,500 12,000 2,900
Variable S&A cost per unit sold $1.25 Less: Beginning inventory (410) (1,200) (600) (410) (500)
Fixed S&A cost per month $63,000 Required Production 3,290 5,400 2,900 11,590 2,400
Depreciation in fixed S&A cost $10,000
Little Annin Flagmakers
Other Cash Outflows Direct Materials Budget (US$)
Cash dividends paid each month $15,000 April May June Quarter
Equipment purchases May $47,820 Required production in units 3,290 5,400 2,900 11,590
Equipment purchases June $154,600 Raw materials per unit (lbs.) 5 5 5 5
Production needs (lbs.) 16,450 27,000 14,500 57,950
Desired Ending Inventory Add: Desired ending inventory 10,800 5,800 4,800 4,800
Finished goods 20% Total needs 27,250 32,800 19,300 62,750
Raw materials 40% Less: Beginning inventory (4,600) (10,800) (5,800) (4,600)
Cash $30,000 Raw materials to be purchased 22,650 22,000 13,500 58,150
Cost of raw materials $7.00 $7.00 $7.00 $7.00
Beginning Account Balances as of March 31 Total Cost of Raw Materials $ 158,550 $ 154,000 $ 94,500 $ 407,050
Cash $37,745
Accounts receivable $132,000
Finished goods inventory $30,750 Little Annin Flagmakers
Finished goods cost per unit $75.00 Schedule of Expected Cash Disbursements for Material (US$)
Finished goods inventory (units) 410 April May June Quarter
Raw materials inventory $32,200 Accounts payable
Raw materials (lb.) 4,600 Beginning balance $ 55,000 $ 55,000
Accounts payable $55,000
April purchases $ 63,420 $ 95,130 $ 158,550
Land $520,000
Buildings and equipment $1,800,000 May purchases $ 61,600 $ 92,400 $ 154,000
Accumulated depreciation ($750,000)
Common stock $500,000 June purchases $ 37,800 $ 37,800
Retained earnings $1,247,695
Total Cash Disbursements for Materials $ 118,420 $ 156,730 $ 130,200 $ 405,350
Accounts Payable as of June 30 $ 56,700
Little Annin Flagmakers
Direct Labor Budget (US$)
April May June Quarter
Units to be produced 3,290 5,400 2,900 11,590
Direct labor hours per unit 0.5 0.5 0.5 0.5
Total direct labor hours needed 1,645 2,700 1,450 5,795
Direct labor cost per hour $40.00 $40.00 $40.00 $40.00
Total Direct Labor Cost $ 65,800 $ 108,000 $ 58,000 $ 231,800
Little Annin Flagmakers
Manufacturing Overhead Budget (US$)
April May June Quarter
Budgeted direct labor hours 1,645 2,700 1,450 5,795
Variable MOHD rate $10 $10 $10 $10
Total variable MOHD $ 16,450 $ 27,000 $ 14,500 $ 57,950
Fixed MOHD expense $ 57,950 $ 57,950 $ 57,950 $ 173,850
Total MOHD expense $ 74,400 $ 84,950 $ 72,450 $ 231,800
Less: Depreciation $ (20,000) $ (20,000) $ (20,000) $ (60,000)
Cash Disbursements for MOHD $ 54,400 $ 64,950 $ 52,450 $ 171,800
MOHD rate $29.65 /direct labor hour
Little Annin Flagmakers
Unit Product Cost (US$)
Absorption cost per unit Quantity Cost Cost/unit
Direct materials 5 $7.00 $35.00
Direct labor 0.50 $40.00 $20.00 beg 34,911.56
Manufacturing overhead 0.50 $29.65 $14.82 COGM-current 809,250.00
Unit Product Cost $69.82 SOLD $ 858,338
$ (14,177)
Little Annin Flagmakers
Cost of Goods Sold Budget (USD)
Cost of Goods Sold (FIFO) Units Cost/unit Total Cost
Beginning finished goods inventory 410 $ 75.00 $ 30,750
Add: Cost of goods manufactured 11,500 $ 75.00 $ 862,500
Good available for sale $ 893,250
Less: Ending finished goods inventory 500 $ 69.82 $ (34,912)
Cost of Good Sold $ 858,338
Little Annin Flagmakers
Selling and Administrative Expense Budget (US$)
April May June Quarter
Budgeted sales in units 2,500 6,000 3,000 11,500
Variable S&A per unit $1.25 $1.25 $1.25 $1.25
Total variable S&A $ 3,125 $ 7,500 $ 3,750 $ 14,375
Total fixed S&A $ 63,000 $ 63,000 $ 63,000 $ 189,000
Total S&A expense $ 66,125 $ 70,500 $ 66,750 $ 203,375
Less: Depreciation $ (10,000) $ (10,000) $ (10,000) $ (30,000)
Cash Disbursements for S&A $ 56,125 $ 60,500 $ 56,750 $ 173,375
Little Annin Flagmakers
Cash Budget (US$)
April May June Quarter
Beginning Cash Balance $ 37,745 $ 30,000 $ 30,000 $ 37,745
Add: Receipts
Cash collections $ 252,000 $ 453,000 $ 540,000 $ 1,245,000
Total Cash Available $ 289,745 $ 483,000 $ 570,000 $ 1,282,745
Less disbursements
Direct materials $ 118,420 $ 156,730 $ 130,200 $ 405,350
Direct labor $ 65,800 $ 108,000 $ 58,000 $ 231,800
Manufacturing overhead $ 54,400 $ 64,950 $ 52,450 $ 171,800
Selling and administrative 56,125 60,500 56,750 173,375
Dividends 15,000 15,000 15,000 45,000
Equipment purchases 47,820 154,600 202,420
Total Disbursements $ 309,745 $ 453,000 $ 467,000 $ 1,229,745
Excess (deficiency) of cash available $ (20,000) $ 30,000 $ 103,000 $ 53,000
Financing
Borrowing $ 50,000 $ - $ 50,000
Repayments $ 50,000 $ (50,000)
Interest $ 2,000 $ (2,000)
Total Financing $ 50,000 $ - $ 52,000 $ (2,000)
Ending Cash Balance $ 30,000 $ 30,000 $ 51,000 $ 51,000
Little Annin Flagmakers
Budgeted Income Statement (US$)
Quarter Ending June 30
Net sales $ 1,311,000
Less: Cost of goods sold $ 858,338
Gross margin $ 452,662
Less: S&A expenses $ 173,375
Net operating income $ 279,287
Less: Interest expense $ 2,000
Net income $ 277,287
Computation of Net Sales
Sales $ 1,380,000
Less uncollectible amounts $ 69,000
Net Sales $ 1,311,000
Little Annin Flagmakers
Budgeted Balance Sheet (US$)
Ending March 31 Ending June 30
Current assets
Cash $ 37,745 $ 51,000
Accounts receivable $ 132,000 $ 198,000
Raw materials inventory $ 32,200 $ 33,600
Finished goods inventory $ 30,750 $ 232,695 $ 34,912 $ 317,512
Plant and equipment
Land $ 520,000 $ 520,000
Buildings and equipment $ 1,800,000 $ 2,002,420
Accumulated depreciation $ (750,000) $ 1,570,000 $ (840,000) $ 1,682,420
Total Assets $ 1,802,695 $ 1,999,932
Liabilities
Accounts payable $ 55,000 $ 55,000 $ 56,700 $ 56,700
Stockholder's equity
Common stock $ 500,000 $ 500,000
Retained earnings $ 1,247,695 $ 1,747,695 $ 1,479,982 $ 1,979,982
Total Liabilities and Stockholder's Equity $ 1,802,695 $ 2,036,682