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Financial data for Redstone Company for last year appear below: Redstone Company

ID: 2489233 • Letter: F

Question

Financial data for Redstone Company for last year appear below: Redstone Company Statements of Financial Position Beginning Balance Ending Balance Assets Cash Accounts receivable Inventory Plant and equipment (net) Investment in Balsam Company Land (undeveloped) $ 256,000 144,000 310,000 492,000 301,000 280,000 231,240 192,000 240,000 445,000 286,000 280,000 Total assets $1,783,000 $1,674,240 Liabilities and owners' equity: Accounts payable Long-term debt Owners' equity $ 214,000 238,000 810,000 626,240 810,000 759,000 Total liabilities and owners' equity $1,783,000 $1,674,240

Explanation / Answer

a); Margin = Net Operating Income/sales = $206,000/2,060,000 x 100 = 10%

     Turnover = Sales/Average Operating Assets = 2,060,000/1,155,120 = 1.78

     Return on Investment = Margin x Turnover = 10% x 1,78 = 17.8%

Working Note:

Calculation of Average operting assets which does not include investment in another comapany and undeveloped land.

_________________________________________________________________________________________

                                                                                                  Beg. balance               Ending Balance                   

Cash                                                                                           256,000                       231,240

Accounts receivables                                                                 144,000                       192,000

Inventory                                                                                    310,000                       240,000

Plant & Equipment                                                                     492,000                       445,000

Total operating assets                                                            1,202,000                     1,108,240

Averge Operating assets = 1,202,000 + 1,108,240/2 = 1,155,120

b) Net Operating Income                                                                            = $206,000

    Less: Minimum required return @15% (15% of 1,155,120)                     =   173,268

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