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Hillyard Company, an office supplies specialty store, prepares its master budget

ID: 2467673 • Letter: H

Question

Hillyard Company, an office supplies specialty store, prepares its master budget on a quarterly basis. The following data have been assembled to assist in preparing the master budget for the first quarter:

As of December 31 (the end of the prior quarter), the company’s general ledger showed the following account balances:

Sales are 20% for cash and 80% on credit. All payments on credit sales are collected in the month following sale. The accounts receivable at December 31 are a result of December credit sales.

Monthly expenses are budgeted as follows: salaries and wages, $15,000 per month: advertising, $55,000 per month; shipping, 5% of sales; other expenses, 3% of sales. Depreciation, including depreciation on new assets acquired during the quarter, will be $42,100 for the quarter.

One-half of a month’s inventory purchases is paid for in the month of purchase; the other half is paid in the following month.

During February, the company will purchase a new copy machine for $1,000 cash. During March, other equipment will be purchased for cash at a cost of $70,000.

Management wants to maintain a minimum cash balance of $30,000. The company has an agreement with a local 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. The company would, as far as it is able, repay the loan plus accumulated interest at the end of the quarter.

         

Merchandise purchases budget:

          

  

Schedule of expected cash disbursements for merchandise purchases:

         

Cash budget. (Cash deficiency, repayments and interest should be indicated by a minus sign.)

          

Prepare an absorption costing income statement for the quarter ending March 31.

         

Prepare a balance sheet as of March 31.

         

Garrison 15e Recheck 2015-01-16

Hillyard Company, an office supplies specialty store, prepares its master budget on a quarterly basis. The following data have been assembled to assist in preparing the master budget for the first quarter:

Explanation / Answer

Schedule of cash Collections

Jan

Feb

March

Cash sales @20%

77,000

116,400

59,200

December 250,000@80%

200,000

Jan sales @80%

308,000

Feb sales @80%

465,600

Total cash collection

$277,000

$424,400

$524,800

2A) Merchandise purchase budget

Jan

Feb

March

COGS @60% of sales

231,000

349,200

177,600

Add: closing inventory @25%

87,300

44,400

28,950

Less : opening inventory

(57,750)

(87,300)

(44,400)

Purchases

$260,550

$306,300

$162,150

b) Schedule of cash disbursements

Jan

Feb

March

December

85,125

Jan

130,275

130,275

Feb

153,150

153,150

March

81,075

Total

$215,400

283,425

234,225

C) Cash Budget

Jan

Feb

arch

Opening

40,000

30,800

54,215

Add : Collection

277,000

424,400

524,800

Total collection

317,000

455,200

579,015

Disbursement

Cash purchase

215,400

283,425

234,225

Salaries and wages

15,000

15,000

15,000

Advertising

55,000

55,000

55,000

Shipping

19,250

29,100

14,800

Other expenses

11,550

17,460

8,880

Machine

1,000

70,00

Dividend

45,000

Total disbursement

361,200

400,985

397,905

Excess(deficiency)

(44,200)

54,190

181,110

Financing:

Borrowing

75,000

Repayment

(75,000)

Interest

(2,250)

Total financing

75,000

77,250

Cash at end

30,800

54,215

103,860

Income statement

Sales

1,263,000

Less : cost of goods sold

-757,800

Gross profit

505,200

Less : operating

Salaries and wages

45,000

Advertising

165,000

shipping

63,150

Other expenses

37,880

Depreciation

42,100

Interest expense

2,250

355,380

Net income

149,820

Balance sheet

Cash                              103,860

Account receivable    236,800

Inventory                        28,950

Building net                 378,900

Account payable

81,075

Common stock

500,000

Retained earnings

167,445

Total                               748,510

748,520

Jan

Feb

March

Cash sales @20%

77,000

116,400

59,200

December 250,000@80%

200,000

Jan sales @80%

308,000

Feb sales @80%

465,600

Total cash collection

$277,000

$424,400

$524,800

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