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Pro forma income statement The marketing department of Metroline Manufacturing e

ID: 2808519 • Letter: P

Question

Pro forma income statement

The marketing department of Metroline Manufacturing estimates that its sales in 2020 will be $1.53

million. Interest expense is expected to remain unchanged at $ 36, 000 and the firm plans to pay $75,000 in cash dividends during

2020. Metroline Manufacturing's income statement for the year ended December 31, 2019, is given. Along with a breakdown of the firm's cost of goods sold and operating expenses into their fixed and variable components.a. Use the percent-of-sales method to prepare a pro forma income statement for the year ended December 31,2020.

a. Use the percent-of-sales method to prepare a pro forma income statement for the year ended December 31,

2020.

b. Use fixed and variable cost data to develop a pro forma income statement for the year ended December 31,

2020.

c. Compare and contrast the statements developed in parts a. and b. Which statement probably provides the better estimate of

2020

income? Explain why.

(Click on the icon located on the top-right corner of the data tables below in order to copy its contents into a spreadsheet.)

Metroline Manufacturing

Income Statement

for the Year Ended December 31, 20192019

Sales revenue

$1,403,000

Less: Cost of goods sold

918,000

Gross profits

$485,000

Less: Operating expenses

113,000

Operating profits

$372,000

Less: Interest expense

36,000

Net profits before taxes

$336,000

(rate equals 40 %rate=40%)

134,400

Net profits after taxes

$201,600

Less: Cash dividends

61,000

To retained earnings

$140,600

Metroline Manufacturing

Breakdown of Costs and Expenses

into Fixed and Variable Components

for the Year Ended December 31, 20192019

Cost of goods sold

Fixed cost

$219,000

Variable cost

699,000

Total cost

$918,000

Operating expenses

Fixed expenses

$37,000

Variable expenses

76,000

Total expenses

$113,000

Metroline Manufacturing

Income Statement

for the Year Ended December 31, 20192019

Sales revenue

$1,403,000

Less: Cost of goods sold

918,000

Gross profits

$485,000

Less: Operating expenses

113,000

Operating profits

$372,000

Less: Interest expense

36,000

Net profits before taxes

$336,000

Less: Taxes

(rate equals 40 %rate=40%)

134,400

Net profits after taxes

$201,600

Less: Cash dividends

61,000

To retained earnings

$140,600

Metroline Manufacturing

Breakdown of Costs and Expenses

into Fixed and Variable Components

for the Year Ended December 31, 20192019

Cost of goods sold

Fixed cost

$219,000

Variable cost

699,000

Total cost

$918,000

Operating expenses

Fixed expenses

$37,000

Variable expenses

76,000

Total expenses

$113,000

. Use the pancantaaios mathod to prepare pro b. Use iooed and venable cust datao develUp prtiorme incorme statement for 'wr srded December 31, 2020 e. Comaara an nontrast tha stataments davalpea n parts a. And b. When statament probably promsas tha bener estrnata nt incarna? Explain why a pro tarma income acmantor the year anded Decerber 31, 2020 Complete he o forma income sto ement or te year endeo December 31, 2020 bclo Reund te percent c cf sales o four decr plaC“ nd te pro oma ncome statement amounts to thc nearest colar. amounts to oHorma Income Stasament for the Year Lnded December 31, 2020 Gross profits Lees Operangexpenses Operatng pratt Less Interes cxpense Net prefita ber H8 Net prefits after taxes Less Cash cividends

Explanation / Answer

A) Income Statement Metroline Manufacturing, Inc.

for the Year Ended December 31, 2020(percent-of-sales method)

Sales

1530000

Less: cost of goods sold (65.4% of sales)

(1001079)

Gross profits

528921

Less: operating expenses (8.05% of sales)

(123165)

Operating profits

405756

Less: interest expense

(36000)

Net profits before taxes

369756

Less: taxes

(147902)

Net profits after taxes

221854

Less: dividend

(75000)

Retained earnings

146854

B)

   Income Statement

   Metroline Manufacturing,Inc.

   for the Year Ended December 31 ,2020(based on fixed and variable cost data)

Sales

1530000

Less: cost of goods sold

- fixed cost

(219000)

- variable cost

(762246)

Gross profits

548754

Less: operating expenses

- fixed expenses

(37000)

- variable expenses (5.41% of sales)

(82773)

Operating profits

428981

Less: interest expenses

(36000)

Net profits before taxes

392981

Less: taxes

(157192)

Net profits after taxes

235789

Less: dividend

(75000)

Retained earnings

160789

C)

The income statement developed using the fixed and variable cost data projects a higher net profit after taxes due to lower cost of goods sold and operating expenses.

Although the percent-of-sales method projects a more conservative estimate of net profit

after taxes, the income statement that classifies fixed and variable cost is more accurate.

Sales

1530000

Less: cost of goods sold (65.4% of sales)

(1001079)

Gross profits

528921

Less: operating expenses (8.05% of sales)

(123165)

Operating profits

405756

Less: interest expense

(36000)

Net profits before taxes

369756

Less: taxes

(147902)

Net profits after taxes

221854

Less: dividend

(75000)

Retained earnings

146854

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