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From the following information for Helming, Inc., prepare financial statements (

ID: 2488481 • Letter: F

Question

From the following information for Helming, Inc., prepare financial statements (Income Statement, Balance Sheet and Statement of Owners’ Equity for the year ending December 31, 2015.

Cash                                                                                      $58,000

Accounts Receivable                                                       80,000

Allowance for Doubtful Accounts                              4,000

Inventory                                                                            100,000

Building                                                                                200,000

Equipment                                                                          80,000

Accumulated Depreciation                                           56,000

Security Deposit                                                               3,000

Accounts Payable                                                             12,000

Salary Payable                                                                   4,000

Taxes Payable                                                                    6,000

Note Payable-Long Term                                              100,000

Common Stock $1 par                                                    5,000

Capital in Excess of Par                                                   45,000

Preferred Stock                                                                20,000

Retained Earnings                                                            279,000

Treasury Stock                                                                   10,000

Sales                                                                                      610,000

Cost of Sales                                                                       300,000

Salary Expense                                                                  100,000

Rent Expense                                                                    36,000

Depreciation Expense                                                    28,000

Office Expense                                                                  6,500

Interest Expense                                                              5,500

Tax Expense                                                                       40,200

Helming has 80,000 shares of common stock outstanding on December 31, 2014. They sold 1,000 shares for $20 each on June 30, 2015. The Beginning Retained Earnings was $175,000. Helming, declared and paid a $5,000 dividend on December 15, 2015 on the common stock. There are 200 shares of preferred stock outstanding issued at $100 per share. The preferred stock carries a 10% dividend and each share is convertible into one share of common stock. The Note Payable is payable at $20,000 per year.

Explanation / Answer

Helming Inc. All Amounts in $ Income Statement for the year ended 31 December 2015 Sales 610000 Cost of Sales 300000 Contribution Margin 310000 Gain on Sale of Treasury Stock 10000 320000 Salary Expense 100000 Rent Expense 36000 Depreciation Expense 28000 Office Expense 6500 Interest Expense 5500 176000 Net Profit before Taxes 144000 Income Tax Expense 40200 Net Profit after Taxes 103800 Statement of Owners' Equity as on 31 December 2015 Common Stock 5,000 Equity Shares of $ 1 each 5000 75,000 Equity Shares issued at 0.60 cents each 45000 50000 Preferred Stock 200 Shares @ $ 100 per share 20000 (Convertible into 200 Shares of Common Stock) Retained Earnings Opening Balance 175000 Add : Net Income for the year 103800 278800 Less : Dividend on Preferred Stock 2000 Less : Dividend on Common Stock 5000 7000 Closing Balance 271800 Total Owners' Equity 341800 Balance Sheet as on 31 December 2015 Assets Current Assets Cash 53000 Accounts Receivable 80000 Less : Allowance for Doubtful Accounts 4000 76000 Security Deposit 3000 Inventory 100000 Total Current Assets 232000 Fixed Assets Building 200000 Equipment 80000 Accumulated Depreciation 56000 24000 Total Assets 456000 Liabilities Current Liabilities Accounts Payable 12000 Salary Payable 4000 Dividends on Preferred Stock 6000 Taxes Payable 42200 Total Current Liabilities 64200 Long-Term Liabilities Notes Payable (due in 5 years) 100000 Shareholders' Equity Common Stock 50000 Preferred Stock 20000 Retained Earnings 221800 Total Liabilities and Shareholders' Equity 456000

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