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Wolsey Industries Inc. expects to maintain the same inventories at the end of 20

ID: 2569062 • Letter: W

Question

Wolsey Industries Inc. expects to maintain the same inventories at the end of 2016 as at the beginning of the year. The total of all production costs for the year is therefore assumed to be equal to the cost of goods sold. With this in mind, the various department heads were asked to submit estimates of the costs for their departments during the year. A summary report of these estimates is as follows:

1

Estimated Fixed Cost

Estimated Variable Cost (per unit sold)

2

Production costs:

3

Direct materials

$66.00

4

Direct labor

32.00

5

Factory overhead

$190,000.00

20.00

6

Selling expenses:

7

Sales salaries and commissions

102,000.00

6.00

8

Advertising

37,000.00

9

Travel

10,000.00

10

Miscellaneous selling expense

7,800.00

1.00

11

Administrative expenses:

12

Office and officers’ salaries

138,400.00

13

Supplies

12,000.00

2.00

14

Miscellaneous administrative expense

14,000.00

1.00

15

Total

$511,200.00

$128.00

It is expected that 21,300 units will be sold at a price of $160 a unit. Maximum sales within the relevant range are 25,900 units.

1

Estimated Fixed Cost

Estimated Variable Cost (per unit sold)

2

Production costs:

3

Direct materials

$66.00

4

Direct labor

32.00

5

Factory overhead

$190,000.00

20.00

6

Selling expenses:

7

Sales salaries and commissions

102,000.00

6.00

8

Advertising

37,000.00

9

Travel

10,000.00

10

Miscellaneous selling expense

7,800.00

1.00

11

Administrative expenses:

12

Office and officers’ salaries

138,400.00

13

Supplies

12,000.00

2.00

14

Miscellaneous administrative expense

14,000.00

1.00

15

Total

$511,200.00

$128.00

Explanation / Answer

A. Wosley Industries Inc.

Estimated Income Statement

For 2016

B. Expected Contribution Margin Ratio = Contribution / Selling Price = $ ( 160 - 128) / $ 160 * 100 = 0.20 or 20 %.

C. Break-even sales units = Total Fixed Cost / Unit Contribution Margin = $ 511,200 / $ 32 = 15,975 units.

Break-even dollar sales = Total Fixed Cost / Contribution Margin Ratio = $ 511,200 / 0.20 = $ 2,556,000

E. Expected margin of safety in dollars = Actual Sales Revenue - Break-even Sales Revenue = $ 3,408,000 - $ 2,556,000 = $ 852,000.

Expected margin of safety percentage = $ 852,000 / $ 3,408,000 * 100 = 25 %.

F. Operating Leverage = Contribution Margin / Net Operating Income = $ 681,600 / $ 170,400 = 4 times.

$ $ Sales Revenue ( 21,300 x $ 160) 3,408,000 Variable Expenses ( 21,300 x $ 128) 2,726,400 Contribution Margin 681,600 Fixed Costs: Factory Overhead 190,000 Sales Salaries and Commissions 102,000 Advertising 37,000 Travel 10,000 Miscellaneous Selling 7,800 Office Salaries 138,400 Supplies 12,000 Miscellaneous Administrative 14,000 Total Fixed Costs 511,200 Net Operating Income 170,400
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