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ackson County Senior Services is a nonprofit organization devoted to providing e

ID: 2437901 • Letter: A

Question

ackson County Senior Services is a nonprofit organization devoted to providing essential services to seniors who live in their own homes within the Jackson County area. Three services are provided for seniors—home nursing, Meals On Wheels, and housekeeping. Data on revenue and expenses for the past year follow:

*Allocated on the basis of program revenues.

The head administrator of Jackson County Senior Services, Judith Miyama, considers last year’s net operating income of $56,200 to be unsatisfactory; therefore, she is considering the possibility of discontinuing the housekeeping program.

The depreciation in housekeeping is for a small van that is used to carry the housekeepers and their equipment from job to job. If the program were discontinued, the van would be donated to a charitable organization. None of the general administrative overhead would be avoided if the housekeeping program were dropped, but the liability insurance and the salary of the program administrator would be avoided.

Required:

1-a. What is the financial advantage (disadvantage) of discontinuing the Housekeeping program?

1-b. Should the Housekeeping program be discontinued?

2-a. Prepare a properly formatted segmented income statement.

2-b. Would a segmented income statement format be more useful to management in assessing the long-run financial viability of the various services?

Total Home Nursing Meals On Wheels House-
keeping Revenues $ 927,000 $ 265,000 $ 409,000 $ 253,000 Variable expenses 457,000 112,000 192,000 153,000 Contribution margin 470,000 153,000 217,000 100,000 Fixed expenses: Depreciation 69,300 8,900 40,100 20,300 Liability insurance 43,600 20,900 7,300 15,400 Program administrators’ salaries 115,500 40,800 38,700 36,000 General administrative overhead* 185,400 53,000 81,800 50,600 Total fixed expenses 413,800 123,600 167,900 122,300 Net operating income (loss) $ 56,200 $ 29,400 $ 49,100 $ (22,300)

Explanation / Answer

Answer:

1-a. What is the financial advantage (disadvantage) of discontinuing the Housekeeping program?

Total

Total if
House keeping
Program dropped

Difference net
operating
income increase or
(decrease)

Revenues

927000

674000

-253000

Variable expenses

457000

304000

153000

Contribution margin

470000

370000

-100000

Fixed expenses:

Depreciation

69300

69300

0

Liability insurance

43600

28200

15400

Program administrators’ salaries

115500

79500

36000

General administrative overhead*

185400

185400

0

Total fixed expenses

413800

362400

51400

Net operating income (loss)

56200

7600

-48600

___________________________________________

1-b. Should the Housekeeping program be discontinued?

Answer: NO

Housekeeping program should not be discontinued

_________________________________________________-

2-a. Prepare a properly formatted segmented income statement.

Total

Home Nursing

Meals On Wheels

House-

keeping

Revenues

927000

265000

409000

253000

Variable expenses

457000

112000

192000

153000

Contribution margin

470000

153000

217000

100000

Traceable Fixed expenses:

Depreciation

69300

8900

40100

20300

Liability insurance

43600

20900

7300

15400

Program administrators’ salaries

115500

40800

38700

36000

Total Traceable Fixed expenses:

228400

70600

86100

71700

Program segment margin

241600

82400

130900

28300

General administrative overhead*

185400

Net operating income (loss)

56200

2-b. Would a segmented income statement format be more useful to management in assessing the long-run financial viability of the various services?

Answer: Yes

Total

Total if
House keeping
Program dropped

Difference net
operating
income increase or
(decrease)

Revenues

927000

674000

-253000

Variable expenses

457000

304000

153000

Contribution margin

470000

370000

-100000

Fixed expenses:

Depreciation

69300

69300

0

Liability insurance

43600

28200

15400

Program administrators’ salaries

115500

79500

36000

General administrative overhead*

185400

185400

0

Total fixed expenses

413800

362400

51400

Net operating income (loss)

56200

7600

-48600