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Jackson County Senior Services is a nonprofit organization devoted to providing

ID: 2449810 • Letter: J

Question

Jackson 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. In the home nursing program, nurses visit seniors on a regular basis to check on their general health and to perform tests ordered by their physicians. The Meals On Wheels program delivers a hot meal once a day to each senior enrolled in the program. The housekeeping service provides weekly housecleaning and maintenance services. Data on revenue and expenses for the past year follow:


Total

Home Nursing

Meals On Wheels

House
keeping

  Revenues

$

934,000

$

269,000

$

407,000  

$

258,000  

  Variable expenses

466,000

116,000

194,000  

156,000  

  Contribution margin

468,000

153,000

213,000

102,000  

  Fixed expenses:

    Depreciation

69,600

8,400

40,800

20,400

    Liability insurance

43,500

20,800

7,200

15,500

    Program administrators’ salaries

114,500

40,400

38,800

35,300  

    General administrative overhead*

186,800

53,800

81,400

51,600  

  Total fixed expenses

414,400

123,400

168,200

122,800  

  Net operating income (loss)

$

53,600

$

29,600  

$

44,800

$

(20,800)

*Allocated on the basis of program revenues.


     The head administrator of Jackson County Senior Services, Judith Miyama, is concerned about the organization’s finances and considers the net operating income of $53,600 last year to be too small. (Last year’s results were very similar to the results for previous years and are representative of what would be expected in the future.) She feels that the organization should be building its financial reserves at a more rapid rate in order to prepare for the next inevitable recession. After seeing the above report, Ms. Miyama asked for more information about the financial advisability 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. Depreciation charges assume zero salvage value. 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:

1a.

What is the impact on net operating income by discontinuing housekeeping program?

Total if house-

Difference: Net Operating

Current Total

Keeping is Dropped

Income increase or decrease

Revenues

Variable expense

Contribution Margin

Fixed Expenses

Depreciation

Liability Insurance

Program administrators salaries

General administrative overhead

total fixed expense

Net operating income (loss)

1b.

Should the housekeeping program be discontinued?

Yes or no

2a.

Prepare a segmented income statement.

Home

Meals On

House

Totals

Nursing

Wheels

Keeping

Revenues

Variable expense

Contribution Margin

Traceable fixed expenses:

Fixed Expenses

Depreciation

Liability Insurance

Program administrators salaries

total traceable fixed expense

Program segment margins

General administrative overhead

Net operating income (loss)

2b.

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

Yes or No

Jackson 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. In the home nursing program, nurses visit seniors on a regular basis to check on their general health and to perform tests ordered by their physicians. The Meals On Wheels program delivers a hot meal once a day to each senior enrolled in the program. The housekeeping service provides weekly housecleaning and maintenance services. Data on revenue and expenses for the past year follow:

Explanation / Answer

1a)

1b) Should the housekeeping program be discontinued?

Yes

2a) Prepare a segmented income statement.

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

Yes

Total if house- Difference: Net Operating Current Total Keeping is Dropped Income increase or decrease Revenues 934000 676000 -258000 Variable expense 466000 310000 156000 Contribution Margin 468000 366000 -102000 Fixed Expenses Depreciation 69,600 69600 0 Liability Insurance 43,500 28000 15,500 Program administrators salaries 114,500 79200 35,300 General administrative overhead 186,800 186800 0 total fixed expense 414,400 363600 50,800 Net operating income (loss) 53,600 2400 -51,200