Questions
Entries and Schedules for Unfinished Jobs and Completed Jobs Hildreth Company uses a job order cost...

Entries and Schedules for Unfinished Jobs and Completed Jobs

Hildreth Company uses a job order cost system. The following data summarize the operations related to production for April, the first month of operations:

Materials purchased on account, $2,700

Materials requisitioned and factory labor used:

Job No.MaterialsFactory Labor

101$2,660 $1,870

1023,250 2520

1032,150 1,230

1047,290 4,640

1054,630 3,530

1063,380 2,240

For general factory use900 2,770

Factory overhead costs incurred on account, $5,080.

Depreciation of machinery and equipment, $1,330.

The factory overhead rate is $70 per machine hour. Machine hours used:

Job No.Machine Hours

101 17

102 39

103 33

104 82

105 27

106 32

Total 230

Jobs completed: 101, 102, 103, and 105.

Jobs were shipped and customers were billed as follows: Job 101, $8,390; Job 102, $12,110; Job 105, $16,500.

Required:

1. Journalize the entries to record the summarized operations. If an amount box does not require an entry, leave it blank.

EntriesDescriptionDebitCredit

a.Materials

Accounts Payable

    

b.Work in Process

Factory Overhead

Materials

Wages Payable

    

c.Factory Overhead

Accounts Payable

    

d.Factory Overhead

Accumulated Depreciation-Machinery and Equipment

    

e.Work in Process

Factory Overhead

    

f.Finished Goods

Work in Process

    

g. SaleAccounts Receivable

Sales

    

g. CostCost of Goods Sold

Finished Goods

2. Post the appropriate entries to T accounts for Work in Process and Finished Goods, using the identifying letters as transaction codes. Insert memo account balances as of the end of the month.

Work in Process

(b) (f)

(e)   

Bal.  

Finished Goods

(f) (g)

Bal.  

3. Prepare a schedule of unfinished jobs to support the balance in the work in process account.

Hildreth Company
Schedule of Unfinished Jobs

JobDirect MaterialsDirect LaborFactory OverheadTotal

No. 104 $$$$

No. 106     

Balance of Work in Process, April 30$

4. Prepare a schedule of completed jobs on hand to support the balance in the finished goods account.

Hildreth Company
Schedule of Completed Jobs

JobDirect MaterialsDirect LaborFactory OverheadTotal

Finished Goods, April 30 (Job 103) $$$$

In: Accounting

Entries and Schedules for Unfinished Jobs and Completed Jobs Hildreth Company uses a job order cost...

Entries and Schedules for Unfinished Jobs and Completed Jobs

Hildreth Company uses a job order cost system. The following data summarize the operations related to production for April, the first month of operations:

Materials purchased on account, $2,920.

Materials requisitioned and factory labor used:

Job No.MaterialsFactory Labor

101$2,850 $2,940

1023,480 3,970

1032,310 1,940

1047,810 7,290

1054,960 5,560

1063,620 3,530

For general factory use970 4,350

Factory overhead costs incurred on account, $5,440.

Depreciation of machinery and equipment, $2,090.

The factory overhead rate is $60 per machine hour. Machine hours used:

Job No.Machine Hours

101 20

102 44

103 35

104 78

105 23

106 38

Total 238

Jobs completed: 101, 102, 103, and 105.

Jobs were shipped and customers were billed as follows: Job 101, $8,390; Job 102, $12,110; Job 105, $18,420.

Required:

1. Journalize the entries to record the summarized operations. If an amount box does not require an entry, leave it blank.

EntriesDescriptionDebitCredit

a.Materials

Accounts Payable

    

b.Work in Process

Factory Overhead

Materials

Wages Payable

    

c.Factory Overhead

Accounts Payable

    

d.Factory Overhead

Accumulated Depreciation-Machinery and Equipment

    

e.Work in Process

Factory Overhead

    

f.Finished Goods

Work in Process

    

g. SaleAccounts Receivable

Sales

    

g. CostCost of Goods Sold

Finished Goods

2. Post the appropriate entries to T accounts for Work in Process and Finished Goods, using the identifying letters as transaction codes. Insert memo account balances as of the end of the month.

Work in Process

(b) (f)

(e)   

Bal.  


Finished Goods

(f) (g)

Bal.  

3. Prepare a schedule of unfinished jobs to support the balance in the work in process account.

Hildreth Company
Schedule of Unfinished Jobs

JobDirect MaterialsDirect LaborFactory OverheadTotal

No. 104 $$$$

No. 106     

Balance of Work in Process, April 30$

4. Prepare a schedule of completed jobs on hand to support the balance in the finished goods account.

Hildreth Company
Schedule of Completed Jobs

JobDirect MaterialsDirect LaborFactory OverheadTotal

Finished Goods, April 30 (Job 103) $$$$

In: Accounting

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of...

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of earrings to various retail outlets located in shopping malls across the country. In the past, the company has done very little in the way of budgeting and at certain times of the year has experienced a shortage of cash. Since you are well trained in budgeting, you have decided to prepare a master budget for the upcoming second quarter. To this end, you have worked with accounting and other areas to gather the information assembled below.

The company sells many styles of earrings, but all are sold for the same price—$20 per pair. Actual sales of earrings for the last three months and budgeted sales for the next six months follow (in pairs of earrings):

January (actual) 23,200 June (budget) 53,200
February (actual) 29,200 July (budget) 33,200
March (actual) 43,200 August (budget) 31,200
April (budget) 68,200 September (budget) 28,200
May (budget) 103,200

The concentration of sales before and during May is due to Mother’s Day. Sufficient inventory should be on hand at the end of each month to supply 40% of the earrings sold in the following month.

Suppliers are paid $5.60 for a pair of earrings. One-half of a month’s purchases is paid for in the month of purchase; the other half is paid for in the following month. All sales are on credit. Only 20% of a month’s sales are collected in the month of sale. An additional 70% is collected in the following month, and the remaining 10% is collected in the second month following sale. Bad debts have been negligible.

Monthly operating expenses for the company are given below:

Variable:
Sales commissions 4 % of sales
Fixed:
Advertising $ 360,000
Rent $ 34,000
Salaries $ 138,000
Utilities $ 15,000
Insurance $ 4,600
Depreciation $ 30,000

Insurance is paid on an annual basis, in November of each year.

The company plans to purchase $24,000 in new equipment during May and $56,000 in new equipment during June; both purchases will be for cash. The company declares dividends of $27,000 each quarter, payable in the first month of the following quarter.

The company’s balance sheet as of March 31 is given below:

Assets
Cash $ 90,000
Accounts receivable ($58,400 February sales; $691,200 March sales) 749,600
Inventory 152,768
Prepaid insurance 29,000
Property and equipment (net) 1,110,000
Total assets $ 2,131,368
Liabilities and Stockholders’ Equity
Accounts payable $ 116,000
Dividends payable 27,000
Common stock 1,120,000
Retained earnings 868,368
Total liabilities and stockholders’ equity $ 2,131,368

The company maintains a minimum cash balance of $66,000. All borrowing is done at the beginning of a month; any repayments are made at the end of a month.

The company has an agreement with a bank that allows the company to borrow in increments of $1,000 at the beginning of each month. The interest rate on these loans is 1% per month and for simplicity we will assume that interest is not compounded. At the end of the quarter, the company would pay the bank all of the accumulated interest on the loan and as much of the loan as possible (in increments of $1,000), while still retaining at least $66,000 in cash.

3. A budgeted income statement for the three-month period ending June 30. Use the contribution approach.

In: Accounting

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of...

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of earrings to various retail outlets located in shopping malls across the country. In the past, the company has done very little in the way of budgeting and at certain times of the year has experienced a shortage of cash. Since you are well trained in budgeting, you have decided to prepare a master budget for the upcoming second quarter. To this end, you have worked with accounting and other areas to gather the information assembled below.

The company sells many styles of earrings, but all are sold for the same price—$20 per pair. Actual sales of earrings for the last three months and budgeted sales for the next six months follow (in pairs of earrings):

January (actual) 23,200 June (budget) 53,200
February (actual) 29,200 July (budget) 33,200
March (actual) 43,200 August (budget) 31,200
April (budget) 68,200 September (budget) 28,200
May (budget) 103,200

The concentration of sales before and during May is due to Mother’s Day. Sufficient inventory should be on hand at the end of each month to supply 40% of the earrings sold in the following month.

Suppliers are paid $5.60 for a pair of earrings. One-half of a month’s purchases is paid for in the month of purchase; the other half is paid for in the following month. All sales are on credit. Only 20% of a month’s sales are collected in the month of sale. An additional 70% is collected in the following month, and the remaining 10% is collected in the second month following sale. Bad debts have been negligible.

Monthly operating expenses for the company are given below:

Variable:
Sales commissions 4 % of sales
Fixed:
Advertising $ 360,000
Rent $ 34,000
Salaries $ 138,000
Utilities $ 15,000
Insurance $ 4,600
Depreciation $ 30,000

Insurance is paid on an annual basis, in November of each year.

The company plans to purchase $24,000 in new equipment during May and $56,000 in new equipment during June; both purchases will be for cash. The company declares dividends of $27,000 each quarter, payable in the first month of the following quarter.

The company’s balance sheet as of March 31 is given below:

Assets
Cash $ 90,000
Accounts receivable ($58,400 February sales; $691,200 March sales) 749,600
Inventory 152,768
Prepaid insurance 29,000
Property and equipment (net) 1,110,000
Total assets $ 2,131,368
Liabilities and Stockholders’ Equity
Accounts payable $ 116,000
Dividends payable 27,000
Common stock 1,120,000
Retained earnings 868,368
Total liabilities and stockholders’ equity $ 2,131,368

The company maintains a minimum cash balance of $66,000. All borrowing is done at the beginning of a month; any repayments are made at the end of a month.

The company has an agreement with a bank that allows the company to borrow in increments of $1,000 at the beginning of each month. The interest rate on these loans is 1% per month and for simplicity we will assume that interest is not compounded. At the end of the quarter, the company would pay the bank all of the accumulated interest on the loan and as much of the loan as possible (in increments of $1,000), while still retaining at least $66,000 in cash.

Required:

Prepare a master budget for the three-month period ending June 30. Include the following detailed schedules:

4. A budgeted balance sheet as of June 30.

In: Accounting

Case 8-33 Master Budget with Supporting Schedules [LO8-2, LO8-4, LO8-8, LO8-9, LO8-10] You have just been...

Case 8-33 Master Budget with Supporting Schedules [LO8-2, LO8-4, LO8-8, LO8-9, LO8-10]

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of earrings to various retail outlets located in shopping malls across the country. In the past, the company has done very little in the way of budgeting and at certain times of the year has experienced a shortage of cash. Since you are well trained in budgeting, you have decided to prepare a master budget for the upcoming second quarter. To this end, you have worked with accounting and other areas to gather the information assembled below.

The company sells many styles of earrings, but all are sold for the same price—$15 per pair. Actual sales of earrings for the last three months and budgeted sales for the next six months follow (in pairs of earrings):

January (actual) 21,800 June (budget) 51,800
February (actual) 27,800 July (budget) 31,800
March (actual) 41,800 August (budget) 29,800
April (budget) 66,800 September (budget) 26,800
May (budget) 101,800

The concentration of sales before and during May is due to Mother’s Day. Sufficient inventory should be on hand at the end of each month to supply 40% of the earrings sold in the following month.

Suppliers are paid $4.90 for a pair of earrings. One-half of a month’s purchases is paid for in the month of purchase; the other half is paid for in the following month. All sales are on credit. Only 20% of a month’s sales are collected in the month of sale. An additional 70% is collected in the following month, and the remaining 10% is collected in the second month following sale. Bad debts have been negligible.

Monthly operating expenses for the company are given below:

Variable:
Sales commissions 4 % of sales
Fixed:
Advertising $ 290,000
Rent $ 27,000
Salaries $ 124,000
Utilities $ 11,500
Insurance $ 3,900
Depreciation $ 23,000

Insurance is paid on an annual basis, in November of each year.

The company plans to purchase $20,500 in new equipment during May and $49,000 in new equipment during June; both purchases will be for cash. The company declares dividends of $21,750 each quarter, payable in the first month of the following quarter.

The company’s balance sheet as of March 31 is given below:

Assets
Cash $ 83,000
Accounts receivable ($41,700 February sales; $501,600 March sales) 543,300
Inventory 130,928
Prepaid insurance 25,500
Property and equipment (net) 1,040,000
Total assets $ 1,822,728
Liabilities and Stockholders’ Equity
Accounts payable $ 109,000
Dividends payable 21,750
Common stock 980,000
Retained earnings 711,978
Total liabilities and stockholders’ equity $ 1,822,728

The company maintains a minimum cash balance of $59,000. All borrowing is done at the beginning of a month; any repayments are made at the end of a month.

The company has an agreement with a bank that allows the company to borrow in increments of $1,000 at the beginning of each month. The interest rate on these loans is 1% per month and for simplicity we will assume that interest is not compounded. At the end of the quarter, the company would pay the bank all of the accumulated interest on the loan and as much of the loan as possible (in increments of $1,000), while still retaining at least $59,000 in cash.

Required:

4. A budgeted balance sheet as of June 30.

In: Accounting

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of...

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of earrings to various retail outlets located in shopping malls across the country. In the past, the company has done very little in the way of budgeting and at certain times of the year has experienced a shortage of cash. Since you are well trained in budgeting, you have decided to prepare a master budget for the upcoming second quarter. To this end, you have worked with accounting and other areas to gather the information assembled below.

The company sells many styles of earrings, but all are sold for the same price—$13 per pair. Actual sales of earrings for the last three months and budgeted sales for the next six months follow (in pairs of earrings):

January (actual) 20,600 June (budget) 50,600
February (actual) 26,600 July (budget) 30,600
March (actual) 40,600 August (budget) 28,600
April (budget) 65,600 September (budget) 25,600
May (budget) 100,600

The concentration of sales before and during May is due to Mother’s Day. Sufficient inventory should be on hand at the end of each month to supply 40% of the earrings sold in the following month.

Suppliers are paid $4.30 for a pair of earrings. One-half of a month’s purchases is paid for in the month of purchase; the other half is paid for in the following month. All sales are on credit. Only 20% of a month’s sales are collected in the month of sale. An additional 70% is collected in the following month, and the remaining 10% is collected in the second month following sale. Bad debts have been negligible.

Monthly operating expenses for the company are given below:

Variable:
Sales commissions 4 % of sales
Fixed:
Advertising $ 230,000
Rent $ 21,000
Salaries $ 112,000
Utilities $ 8,500
Insurance $ 3,300
Depreciation $ 17,000

Insurance is paid on an annual basis, in November of each year.

The company plans to purchase $17,500 in new equipment during May and $43,000 in new equipment during June; both purchases will be for cash. The company declares dividends of $17,250 each quarter, payable in the first month of the following quarter.

The company’s balance sheet as of March 31 is given below:

Assets
Cash $ 77,000
Accounts receivable ($34,580 February sales; $422,240 March sales) 456,820
Inventory 112,832
Prepaid insurance 22,500
Property and equipment (net) 980,000
Total assets $ 1,649,152
Liabilities and Stockholders’ Equity
Accounts payable $ 103,000
Dividends payable 17,250
Common stock 860,000
Retained earnings 668,902
Total liabilities and stockholders’ equity $ 1,649,152

The company maintains a minimum cash balance of $53,000. All borrowing is done at the beginning of a month; any repayments are made at the end of a month.

The company has an agreement with a bank that allows the company to borrow in increments of $1,000 at the beginning of each month. The interest rate on these loans is 1% per month and for simplicity we will assume that interest is not compounded. At the end of the quarter, the company would pay the bank all of the accumulated interest on the loan and as much of the loan as possible (in increments of $1,000), while still retaining at least $53,000 in cash.

Required:

4. A budgeted balance sheet as of June 30.

In: Accounting

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of...

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of earrings to various retail outlets located in shopping malls across the country. In the past, the company has done very little in the way of budgeting and at certain times of the year has experienced a shortage of cash. Since you are well trained in budgeting, you have decided to prepare a master budget for the upcoming second quarter. To this end, you have worked with accounting and other areas to gather the information assembled below.

The company sells many styles of earrings, but all are sold for the same price—$13 per pair. Actual sales of earrings for the last three months and budgeted sales for the next six months follow (in pairs of earrings):

January (actual) 20,600 June (budget) 50,600
February (actual) 26,600 July (budget) 30,600
March (actual) 40,600 August (budget) 28,600
April (budget) 65,600 September (budget) 25,600
May (budget) 100,600

The concentration of sales before and during May is due to Mother’s Day. Sufficient inventory should be on hand at the end of each month to supply 40% of the earrings sold in the following month.

Suppliers are paid $4.30 for a pair of earrings. One-half of a month’s purchases is paid for in the month of purchase; the other half is paid for in the following month. All sales are on credit. Only 20% of a month’s sales are collected in the month of sale. An additional 70% is collected in the following month, and the remaining 10% is collected in the second month following sale. Bad debts have been negligible.

Monthly operating expenses for the company are given below:

Variable:
Sales commissions 4 % of sales
Fixed:
Advertising $ 230,000
Rent $ 21,000
Salaries $ 112,000
Utilities $ 8,500
Insurance $ 3,300
Depreciation $ 17,000

Insurance is paid on an annual basis, in November of each year.

The company plans to purchase $17,500 in new equipment during May and $43,000 in new equipment during June; both purchases will be for cash. The company declares dividends of $17,250 each quarter, payable in the first month of the following quarter.

The company’s balance sheet as of March 31 is given below:

Assets
Cash $ 77,000
Accounts receivable ($34,580 February sales; $422,240 March sales) 456,820
Inventory 112,832
Prepaid insurance 22,500
Property and equipment (net) 980,000
Total assets $ 1,649,152
Liabilities and Stockholders’ Equity
Accounts payable $ 103,000
Dividends payable 17,250
Common stock 860,000
Retained earnings 668,902
Total liabilities and stockholders’ equity $ 1,649,152

The company maintains a minimum cash balance of $53,000. All borrowing is done at the beginning of a month; any repayments are made at the end of a month.

The company has an agreement with a bank that allows the company to borrow in increments of $1,000 at the beginning of each month. The interest rate on these loans is 1% per month and for simplicity we will assume that interest is not compounded. At the end of the quarter, the company would pay the bank all of the accumulated interest on the loan and as much of the loan as possible (in increments of $1,000), while still retaining at least $53,000 in cash.

3. A budgeted income statement for the three-month period ending June 30. Use the contribution approach.

4. A budgeted balance sheet as of June 30.

In: Accounting

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of...

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of earrings to various retail outlets located in shopping malls across the country. In the past, the company has done very little in the way of budgeting and at certain times of the year has experienced a shortage of cash. Since you are well trained in budgeting, you have decided to prepare a master budget for the upcoming second quarter. To this end, you have worked with accounting and other areas to gather the information assembled below.

The company sells many styles of earrings, but all are sold for the same price—$18 per pair. Actual sales of earrings for the last three months and budgeted sales for the next six months follow (in pairs of earrings):

January (actual) 23,800 June (budget) 53,800
February (actual) 29,800 July (budget) 33,800
March (actual) 43,800 August (budget) 31,800
April (budget) 68,800 September (budget) 28,800
May (budget) 103,800

The concentration of sales before and during May is due to Mother’s Day. Sufficient inventory should be on hand at the end of each month to supply 40% of the earrings sold in the following month.

Suppliers are paid $5.90 for a pair of earrings. One-half of a month’s purchases is paid for in the month of purchase; the other half is paid for in the following month. All sales are on credit. Only 20% of a month’s sales are collected in the month of sale. An additional 70% is collected in the following month, and the remaining 10% is collected in the second month following sale. Bad debts have been negligible.

Monthly operating expenses for the company are given below:

Variable:
Sales commissions 4 % of sales
Fixed:
Advertising $ 390,000
Rent $ 37,000
Salaries $ 144,000
Utilities $ 16,500
Insurance $ 4,900
Depreciation $ 33,000

Insurance is paid on an annual basis, in November of each year.

The company plans to purchase $25,500 in new equipment during May and $59,000 in new equipment during June; both purchases will be for cash. The company declares dividends of $29,250 each quarter, payable in the first month of the following quarter.

The company’s balance sheet as of March 31 is given below:

Assets
Cash $ 93,000
Accounts receivable ($53,640 February sales; $630,720 March sales) 684,360
Inventory 162,368
Prepaid insurance 30,500
Property and equipment (net) 1,140,000
Total assets $ 2,110,228
Liabilities and Stockholders’ Equity
Accounts payable $ 119,000
Dividends payable 29,250
Common stock 1,180,000
Retained earnings 781,978
Total liabilities and stockholders’ equity $ 2,110,228

The company maintains a minimum cash balance of $69,000. All borrowing is done at the beginning of a month; any repayments are made at the end of a month.

The company has an agreement with a bank that allows the company to borrow in increments of $1,000 at the beginning of each month. The interest rate on these loans is 1% per month and for simplicity we will assume that interest is not compounded. At the end of the quarter, the company would pay the bank all of the accumulated interest on the loan and as much of the loan as possible (in increments of $1,000), while still retaining at least $69,000 in cash.

Required:

A budgeted balance sheet as of June 30.

In: Accounting

You have just been contracted as a new management trainee by Earrings Unlimited, a distributor of...

You have just been contracted as a new management trainee by Earrings Unlimited, a distributor of earrings to various retail outlets across the country. In the past, the company has done very little in the way of budgeting and at certain times of the year has experienced a shortage of cash.

Since you are well trained in budgeting, you have decided to prepare a master budget for the upcoming second quarter. To this end, you have worked with accounting and other areas to gather the information assembled below.

The company sells many styles of earrings, but all are sold for the same price - $10 per pair. Actual sales of earrings for the last three months and budgeted sales for the next six months follow:

January (actual)

20,000

February (actual)

26,000

March (actual)  

40,000

April (budget)      

65,000

May (budget)

100,000

June (budget)

50,000

July (budget)

30,000

August (budget)

28,000

September (budget)

25,000

The concentration of sales before and during May is due to Mother’s Day. Sufficient inventory should be on hand at the end of each month to supply 40% of the bracelets sold in the following month.

Suppliers are paid $4 for each bracelet. One-half of a month's purchases is paid for in the month of purchase; the other half is paid for in the following month. All sales are on credit with no discounts. The company has found, however, that only 20% of a month's sales are collected in the month of sale. An additional 70% is collected in the following month, and the remaining 10% is collected in the second month following sale. Bad debts have been negligible.

Monthly operating expenses for the company are given below:

Variable expenses:

Sales commissions 4% of sales

Fixed expenses:

Advertising $200,000

Rent $18,000

Salaries                                         $106,000

Utilities                                              $ 7,000

Insurance                                           $3,000

Depreciation                                     $14,000

Insurance is paid on an annual basis, in November of each year.

The company plans to purchase $16,000 in new equipment during May and $40,000 in new equipment during June; both purchases will be for cash. The company declares dividends of $15,000 each quarter, payable in the first month of the following quarter.

Other relevant data is given below:

Cash balance as of September 30 $74,000

Inventory balance as of September 30             $112,000

Merchandise purchases for September            $200,000

The company maintains a minimum cash balance of at least $50,000 at the end of each month. All borrowing is done at the beginning of a month; any repayments are made at the end of a month.

The company has an agreement with a bank that allows the company to borrow the exact amount needed at the beginning of each month. The interest rate on these loans is 1% per month and for simplicity we will assume that interest is not compounded. At the end of the quarter, the company will pay the bank all of the accrued interest on the loan and as much of the loan as possible while still retaining at least $50,000 in cash.

Required:

Prepare a cash budget for the three-month period ending June 30. Include the following detailed budgets:

1.A cash budget. Show the budget by month and in total. Determine any borrowing that would be needed to maintain the minimum cash balance of $50,000.

In: Accounting

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of...

You have just been hired as a new management trainee by Earrings Unlimited, a distributor of earrings to various retail outlets located in shopping malls across the country. In the past, the company has done very little in the way of budgeting and at certain times of the year has experienced a shortage of cash. Since you are well trained in budgeting, you have decided to prepare a master budget for the upcoming second quarter. To this end, you have worked with accounting and other areas to gather the information assembled below.
The company sells many styles of earrings, but all are sold for the same price—$13 per pair. Actual sales of earrings for the last three months and budgeted sales for the next six months follow (in pairs of earrings):
January (actual) 21,400 June (budget) 51,400
February (actual) 27,400 July (budget) 31,400
March (actual) 41,400 August (budget) 29,400
April (budget) 66,400 September (budget) 26,400
May (budget) 101,400
The concentration of sales before and during May is due to Mother’s Day. Sufficient inventory should be on hand at the end of each month to supply 40% of the earrings sold in the following month.
Suppliers are paid $4.70 for a pair of earrings. One-half of a month’s purchases is paid for in the month of purchase; the other half is paid for in the following month. All sales are on credit. Only 20% of a month’s sales are collected in the month of sale. An additional 70% is collected in the following month, and the remaining 10% is collected in the second month following sale. Bad debts have been negligible.
Monthly operating expenses for the company are given below:
Variable:
Sales commissions 4 % of sales
Fixed:
Advertising $ 270,000
Rent $ 25,000
Salaries $ 120,000
Utilities $ 10,500
Insurance $ 3,700
Depreciation $ 21,000
Insurance is paid on an annual basis, in November of each year.
The company plans to purchase $19,500 in new equipment during May and $47,000 in new equipment during June; both purchases will be for cash. The company declares dividends of $20,250 each quarter, payable in the first month of the following quarter.
The company’s balance sheet as of March 31 is given below:
Assets
Cash $ 81,000
Accounts receivable ($35,620 February sales; $430,560 March sales) 466,180
Inventory 124,832
Prepaid insurance 24,500
Property and equipment (net) 1,020,000
Total assets $ 1,716,512
Liabilities and Stockholders’ Equity
Accounts payable $ 107,000
Dividends payable 20,250
Common stock 940,000
Retained earnings 649,262
Total liabilities and stockholders’ equity $ 1,716,512
The company maintains a minimum cash balance of $57,000. All borrowing is done at the beginning of a month; any repayments are made at the end of a month.
The company has an agreement with a bank that allows the company to borrow in increments of $1,000 at the beginning of each month. The interest rate on these loans is 1% per month and for simplicity we will assume that interest is not compounded. At the end of the quarter, the company would pay the bank all of the accumulated interest on the loan and as much of the loan as possible (in increments of $1,000), while still retaining at least $57,000 in cash.

Requirement:
4. A budgeted balance sheet as of June 30.

In: Accounting