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The industry in which Morton Company operates is quite sensitive to cyclical mov

ID: 2587032 • Letter: T

Question


The industry in which Morton Company operates is quite sensitive to cyclical movements in the economy. Thus, profits vary considerably from year to year according to general economic conditions. The company has a large amount of unused capacity and is studying ways of improving profits.

New equipment has come onto the market that would allow Morton Company to automate a portion of its operations. Variable expenses would be reduced by $6.00 per unit. However, fixed expenses would increase to a total of $507,600 each month. Prepare two contribution format income statements, one showing present operations and one showing how operations would appear if the new equipment is purchased. (Round your "Per unit" answers to 2 decimal places.)

       

Refer to the income statements in (1) above. For both present operations and the proposed new operations, compute

           

           

The margin of safety in both dollars and percentage terms.

           

Refer again to the data in (1) above. As a manager, what factor would be paramount in your mind in deciding whether to purchase the new equipment? (Assume that enough funds are available to make the purchase.)

Refer to the original data. Rather than purchase new equipment, the marketing manager argues that the company’s marketing strategy should be changed. Rather than pay sales commissions, which are currently included in variable expenses, the company would pay salespersons fixed salaries and would invest heavily in advertising. The marketing manager claims this new approach would increase unit sales by 50% without any change in selling price; the company’s new monthly fixed expenses would be $282,000; and its net operating and its net operating income would increase by 25%. Compute the break-even point in dollar sales for the company under the new marketing strategy.

Question 18: Morton Company’s contribution format income statement for last month is given below:

Explanation / Answer

Solution:

Part 1 – Contribution Format Income Statement

Contribution Format Income Statement

Present Operation

Proposed Operation (if new equipment is purchased)

Per Unit

Total

Per Unit

Total

Sales

$20.00

$940,000

$20.00

$940,000

Variable Expenses

$14.00

$658,000

$8.00

$376,000

Contribution Margin

$6.00

$282,000

$12.00

$564,000

Fixed Expenses

$225,600

$507,600

Net Operating Income

$56,400

$56,400

Part 2(a) – Degree of Operating Leverage

Degree of Operating Leverage (DOL) = Contribution Margin / Net Operating Income

DOL Present Operation = Contribution Margin $282,000 / Net Operating Income $56,400 = 5 times

DOL Proposed New Operation = Contribution Margin $564,000 / Net Operating Income $56,400 = 10 times

Part 2(b) – Break Even Point in dollars sales

Contribution Margin Ratio Present Operation = Contribution Margin $6 / Selling Price $20 = 0.30

Contribution Margin Ratio New Proposed Operation = Contribution Margin $12 / Selling Price $20= 0.60

Break Even Point in dollars = Total Fixed Expenses / Contribution Margin Ratio

Present Operation

New Proposed Operation

Total Fixed Expenses (A)

$225,600

$507,600

Contribution Margin Ratio (B)

0.3

0.6

Break Even Sales in dollars (A / B)

$752,000

$846,000

Part 2(c) – Margin of safety in dollar and percentage

Margin of Safety in dollars = Total Sales – Break Even Sales

Present Operation

New Proposed Operation

Sales (A)

$940,000

$940,000

Break Even Sales in dollars (As calculated above) (B)

$752,000

$846,000

Margin of Safety in dollars (A-B)

$188,000

$94,000

Margin of Safety in percentage = Margin of Safety in dollar / Total Sales x 100

Present Operation

New Proposed Operation

Margin of Safety in dollars (A)

$188,000

$94,000

Sales (B)

$940,000

$940,000

Margin of Safety in Percentage (A/B*100)

20.00%

10.00%

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Pls ask separate question for remaining parts.

Contribution Format Income Statement

Present Operation

Proposed Operation (if new equipment is purchased)

Per Unit

Total

Per Unit

Total

Sales

$20.00

$940,000

$20.00

$940,000

Variable Expenses

$14.00

$658,000

$8.00

$376,000

Contribution Margin

$6.00

$282,000

$12.00

$564,000

Fixed Expenses

$225,600

$507,600

Net Operating Income

$56,400

$56,400