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Case 8-30 Master Budget with Supporting Schedules [LO2, LO4, LO8, LO9, LO10] You

ID: 2369613 • Letter: C

Question

Case 8-30 Master Budget with Supporting Schedules [LO2, LO4, LO8, LO9, LO10] 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 comprehensive budgets for the upcoming second quarter in order to show management the benefits that can be gained from an integrated budgeting program. 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

Explanation / Answer

Given Data Case 09-30:

EARRINGS UNLIMITED

Minimum ending cash balance $50,000
Selling price $10

Recent and forecast sales:
January (actual) $ 20,000
February (actual) $ 26,000
March (actual) $ 40,000
April $ 65,000
May $ 100,000
June $ 50,000
July $ 30,000
August $ 28,000
September $ 25,000

Desired ending inventories (percentage 40%
of next month's sales)
Cost of earrings $ 4

Purchases paid as follows:
In month of purchase 50%
In following month 50%

Collection on sales:
Sales collected current month 20%
Sales collected following month 70%
Sales collected 2nd month following 10%

Variable monthly expenses:
Sales commissions (% of sales) 4%

Fixed monthly expenses:
Advertising $ 200,000
Rent $ 18,000
Salaries $ 106,000
Utilities $ 7,000
Insurance (12 months paid in November) $ 3,000
Depreciation $ 14,000

Equipment purchased in May $ 16,000
Equipment purchased in June $ 40,000
Dividends declared each quarter $ 15,000

Balance sheet at March 31:
Assets
Cash $74,000
Accounts receivable 346,000
Inventory 104,000
Prepaid insurance 21,000
Property and equipment (net) 950,000
Total assets $1,495,000

Liabilities and Stockholders' Equity
Accounts payable $100,000
Dividends payable 15,000
Capital stock 800,000
Retained earnings 580,000
Total liabilities and stockholders' equity $1,495,000

Agreement with Bank:
Borrowing increments $1,000
Interest rate per month 1%
Repayment increments $1,000
Total of interest paid each quarter 100%
Required minimum cash balance $50,000

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