This week help

Blank Template

Complete the following horizontal analysis, vertical analysis, and financial ratios by filling in each of the yellow highlighted boxes.
You can then copy and paste this page or pieces of your calculations into your PowerPoint presentation.
You may also want to submit this template as a supplemental document to your facilitator.
STANFORD HEALTH	CURRENT YEAR		PRIOR YEAR
PREPARED USING THE YEARS ENDED
HORIZONTAL ANALYSIS:
	Current Year		Prior Year
Date:
				$ CHANGE	% CHANGE
Cash and Cash Equivalents
Total Liabilities
Operating Revenues
Operating Expenses
VERTICAL ANALYSIS:
	Current Year		Prior Year
	$	%	$	%
Salary and Benefits
Supplies
Purchased Services
Net Patient Service Revenue
FINANCIAL RATIOS:
Current Year
Prior year
Current Ratio			Answer
Current Year
Prior Year
Debt to Asset Ratio			Answer
Current Year
Prior Year
Profit Margin			Answer
Current Year
Prior Year

Completed Example

STANFORD HEALTH	CURRENT YEAR		PRIOR YEAR
PREPARED USING THE YEARS ENDED	8/31/20		8/31/19			HIGHLIGHTED BOXES WOULD BE COMPLETED BY STUDENT
HORIZONTAL ANALYSIS:
	Current Year		Prior Year
Date:	8/31/20		8/31/19
				$ CHANGE	% CHANGE
Cash and Cash Equivalents	$ 1,642,912		$ 505,509	$ 2,148,421	425.00%
Total Liabilities	$ 4,832,251		$ 3,619,266	$ 1,212,985	33.51%
Operating Revenues	$ 5,567,576		$ 5,390,002	$ 177,574	3.29%
Operating Expenses	$ 5,546,532		$ 5,006,715	$ 539,817	10.78%
VERTICAL ANALYSIS:
	Current Year		Prior Year
	8/31/20		8/31/19
	$	%	$	%
Salary and Benefits	$ 2,548,259	49.6%	$ 2,302,399	44.8%
Supplies	$ 820,403	16.0%	$ 727,136	14.1%
Purchased Services	$ 1,458,959	28.4%	$ 1,350,708	26.3%
Net Patient Service Revenue	$ 5,140,938		$ 5,113,052
FINANCIAL RATIOS:
Current Year	8/31/20
Prior year	8/31/19
Current Ratio	Current Asset	Current Liabilities	Answer
Current Year	$ 2,696,752	$ 1,721,397	1.57
Prior Year	$ 1,838,468	$ 3,619,266	0.51
Debt to Asset Ratio	Total Liabilities	Total Assets	Answer
Current Year	$ 4,832,251	$ 9,159,699	52.8%
Prior Year	$ 3,619,266	$ 7,841,914	46.2%
Profit Margin	Excess Revenue Over Expenses	Operating Revenue	Answer
Current Year	$ 190,537	$ 5,567,576	3.4%
Prior Year	$ 364,460	$ 5,390,002	6.8%