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I need help with #4 the balance budget sheet. The company sells many styles of e

ID: 2466105 • Letter: I

Question

I need help with #4 the balance budget sheet.

The company sells many styles of earrings, but all are sold for the asame price-$10 per pair. Actual sales of earrings for the last 3 months and budgeted sales for the next 6 months follow. (in pairs of earings)

January (actual) 20,000 June (budget) 50,000

Febuary (actual) 26,000 July (budget) 30,000

March (actual) 40,000 August (budget) 28,000

April (budget) 65,000 September (budget) 25,000

May (budget) 100,000

Sufficient inventory should be on hand at the end of each month to supply 40% of the earrings sold in the following month. Suppliers are paid $4 for a pair of earrings. One half of a months purcheses are paid for in the month of purches; the other half is paid for in the following month. All sales are on credit, with no discount, and payable within 15 days. The company has found, however, that only 20% of the months sales are collected in the month of sale. An additional 70% is collected in the following month, and the remaining 10% is collected in the second month following sale. Bad debts have been negligible. Monthly operating expenses for the company are given below:

Variable:

Sales commision: 4% of sales

Fixed:

Advertising: $200,00

Rent: $18,000

Salaries: $106,000

Utilities: $7,000

Insurance: $3,000

Depreciation: $14,000

Insurence is paid on an annual basis, in november of each year. The company plans to purches $16,000 in new equipment during May and $40,000 in new equipment during June: both purcheses will be for cash. The company declares dividends of $15,000 each quarter, payable in the first month of the following quarter. A listing of the company's ledger accounts as of March 31st is given below:

   Assets

Cash: $74,000

Accounts recievable ($26,000 Febuary sales; $320,000 March Sales): 346,000

Inventory: 104,000

Prepaid Insurance: 21,000

Property and equipment (net): 950,000

Total Assets: $1,495,000

   Liabilities and stockholder equity

Accounts payable: $100,000

Dividends payable: $15,000

Common stock: 800,000

Retained Earnings: 580,000

Total liabilities and stockholders' equity: $1,495,000

The company maintains a minimum cash balance of $50,000. All borrowing is done at the beginning of the month; any repayments are made at the end of the month.

he company has an agreement with a bank that allows the company to borrow in increments of $1,000 at the beginning of each month. The interest rate on these loans is !% per month and for simplicity we will assume that interest is not compounded. At the end of the quarter , the company would pay the bank all of the accumulated interest on the loan and as much of the loan as possible (in increments of $1,000). While still retaining at least $50,000 in cash.

Prepare a master budget for the three-month period ending June 30th. Include the following detailed budgets:

1.) a. A sales budget, by month and in total.   

b. A schedule of expected cash collections from sales, by month nad in total

c. A merchandise purcheses budget in units and in dollars. show the budget by month and in total.

d. A schedule of expwected cash disbursment for murchendise purcheses, by month and in total

2.) A cash budget. Show the budget by month and in total. Determine any borrowing that would be needed to maintain the minimum cash balance of $50,000.

3.) A budget incom statement for the 3 month period ending June 30th. Use the contribution approach.

4.) A budgeted balance sheet as of June 30th.

Answer:1 A)

Answer: 1 B)

Answer: 1 C)

Answer: 1 D)

Answer:2

Interest calculation:

1010000*1%*3 = 30300

1320000*1%*2 = 26400

1492000*1%*1 = 14920

Total interest = 71620

Answer: 3

$    6,28,380.00

I need help with number 4!!!! the balance Budget sheet!!! Thanks

Sales budget April May June Quarter Budgeted sales in units 65000 100000 50000 215000 Selling price per unit $             10.00 $                10.00 $             10.00 $                10.00 Total sales $ 6,50,000.00 $ 10,00,000.00 $ 5,00,000.00 $ 21,50,000.00

Explanation / Answer

The entire workings are given below: (there seems to be a mistake in the problem, as with the given figures the bank finance is not required. I think the mistake is in advertising, which may be 200,000 per month-it is evident from the punctuation in the figures. I have given a second working from the cash budget with advt as 200,000 per month)

a) SALES BUDGET april may june total Sales units-pairs of earnings 65000 100000 50000 215000 Sales in $ 650000 1000000 500000 2150000 b) Schedule of expected cash collections april may june total july aug from sale of january 200000 february 260000 26000 26000 march 400000 280000 40000 320000 april 650000 130000 455000 65000 650000 may 1000000 200000 700000 900000 100000 june 500000 100000 100000 350000 50000 436000 695000 865000 1996000 450000 50000 c) Merchandise purchases budget desired ending inventory-units 40000 20000 12000 12000 sales - units 65000 100000 50000 215000 total units required 105000 120000 62000 227000 less: beginning inventory - units 26000 40000 20000 26000 purchases to be made in units 79000 80000 42000 201000 purchases in dollars 316000 320000 168000 804000 d) Schedule of expected cash disbursements for merchandise purchases against purchases of march 100000 100000 april 316000 158000 158000 316000 may 320000 160000 160000 320000 june 168000 84000 84000 84000 258000 318000 244000 820000 2) Cash Budget beginning balance of cash 74000 60000 230000 74000 receipts: accounts receivables 436000 695000 865000 1996000 cash available 510000 755000 1095000 2070000 payments: merchandise suppliers 258000 318000 244000 820000 sales commission 26000 40000 20000 86000 advertising 20000 20000 20000 60000 rent 18000 18000 18000 54000 salaries 106000 106000 106000 318000 utilities 7000 7000 7000 21000 equipment purchase 0 16000 40000 56000 dividend 15000 0 0 15000 total disbursements 450000 525000 455000 1430000 Surplus/deficit 60000 230000 640000 640000 Bank borrowings 0 0 0 0 Repayments 0 0 0 0 Interest 0 0 0 0 ending balance of cash 60000 230000 640000 640000 3) Budgeted Income statement for the quarter Sales revenue 2150000 Less: Variable cost of goods sold 860000 Gross contribution margin 1290000 Less: Varible Sales commission 86000 Contribution margin 1204000 Less: Fixed costs advertising 60000 rent 54000 salaries 318000 utilities 21000 insurance 9000 depreciation 42000 504000 Operating Income 700000 Less: Interest 0 Net Income 700000 4) Budgeted Balance Sheet ASSETS: Current Assets: cash 640000 accounts receivable 500000 prepaid insurance 12000 inventory 48000 1200000 Property, plant & equipment (net) 964000 TOTAL ASSETS 2164000 LIABILITIES: Current liabilities: accounts payable 84000 dividend payable 15000 99000 Equity: common stock 800000 retained earnings 1265000 2065000 TOTAL LIABILITIES & EQUITY 2164000
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