What is the forecasted addition to retained earnings

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Reference no: EM133700

Question :

1.

A budget is a formal written statement of management's strategies for the future expressed in financial terms.

2.

The fundamental budgeting process consists of four steps:

(1) List the items to be added in the budget

(2) Summarize what is identified about how each item in the budget is expected to change in the future.

(3) Apply the expected changes to each budget item to manufacture the budget

(4) Follow-up

3. If your sales this year were $37,250,000 and you were forecasting 17 % growth for next year, then your next year's sales would be $54,250,000.

4. If ratios computed on forecasted "pro forma" financial statements are out of acceptable tolerances, it is a suggestion that the forecast is faulty and must be redone.

5.

Consider the subsequent financial data:

Year Sales

2005 $3, 892

2006 $3, 904

2007 $6, 094

2008 $6, 337

2009 $5, 075

The company's average annual sales growth rate from 2005 through 2009 was:

a. 10.1%

b. 30.4%

c. 6.9%

d. 5.5%

6.

Consider that your firm wants its Inventory Turnover ratio next year to be 7x. Cost of goods Sold is forecasted to be $6,992. Evaluate the forecasted inventory balance have to be to achieve a Turnover ratio of 7x?

a. $999

b. $6,985

c. $48,944

d. Can't tell without further information

7.

Kenney Corporation presently reported the subsequent income statement for 2009 (numbers are in millions of dollars):

Sales $7,000

Total operating costs 3,000

EBIT 4,000

Interest __200

Earnings before tax (EBT) 3,800

Taxes (40%) 1,520

Net income $2,280

The company forecasts that its sales may increase by 10 percent in 2010 and its operating costs may increase in proportion to sales. The company's interest expense is expected to remain at $200 million, and the tax rate will stay at 40 percent. The company plans to pay out 50 percent of its total income as dividends, the other 50 percent may be additions to retained earnings. What is the forecasted addition to retained earnings for 2010?

a. $1,140

b. $1,260

c. $1,440

d. $1,790

e. $1,810

8.

 If you prepared a set of pro forma financial statements for 2010 and found that projected Total Assets exceeded projected Total Equity and Liabilities by $11,250, you would know that:

a. your forecasting technique is inaccurate

b. your forecasting calculations and assumptions must be in error, because projected Assets and projected Liabilities and Equity has to always balance

c. you must arrange for $11,250 in additional financing

d. your firm will have $11,250 of excess funds available in 2010

9.

Consider the subsequent condensed Income Statement:_2009_

Sales $8,000,000

COGS _6,500,000

Gross Profil $1,500,000

Sales growth in 2010 is expected to be 15%

If COGS is considered to vary directly with sales, then Gross Profit for 2010 will be:

a. $7,475,000

b. $1,725,000

c. $1,200,000

d. $1,500,000

10.

Jill's Wigs Inc. had the subsequent balance sheet last year:

Cash $800

Accounts receivable 450

Inventory 950

Net fixed assets _34,000_

Total Assets $36,200

Accounts payable $350

Accured wages 150

Notes payable 2,000

Mortgage 26,500

Common stock 3,200

Retained earnings _4,000_

Total liabilities & equity $36,200

Jill has just invented a non-slip wig for men which she expects may cause sales to double from $10,000 to $20,000, increasing net income to $1,000. On Jill's balance sheet the cash, inventory accounts and accounts receivable, and the accounts payable and accrued wages accounts all vary directly with sales (that is, when sales changes these accounts change by the same percentage). Jill also feels that she will handle the increase in sales without adding any fixed assets.

Will Jill need any outside capital if she pays no dividends?

If so, how much?

a. No; zero

b. Yes; $7,700

c. Yes; $1,700

d. Yes; $700

e. No; there will be a $700 surplus.

Reference no: EM133700

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