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You are the CFO for Tom & Jerry’s, Inc. Together with Tom Fheelein and Jerry Rho

ID: 2498139 • Letter: Y

Question

You are the CFO for Tom & Jerry’s, Inc. Together with Tom Fheelein and Jerry Rhodeint, the company’s two shareholders, you are examining the following statement of cash flows which they prepared for Tom & Jerry’s, Inc. for the year ended January 31, 2015.

TOM & JERRYS’S, INC.

Statement of Cash Flows

For the Year Ended January 31, 2015

Sources of cash

From sales of merchandise

$380,000

From sale of capital stock

410,000

From sale of investment (purchased below)

80,000

From depreciation

55,000

From issuance of note for truck

20,000

From interest on investments

6,000

Total sources of cash

951,000

Uses of cash

For purchase of fixtures and equipment

320,000

For merchandise purchased for resale

258,000

For operating expenses (including depreciation)

160,000

For purchase of investment

75,000

For purchase of truck by issuance of note

20,000

For purchase of treasury stock

10,000

For interest on note payable

3,000

Total uses of cash

846,000

Net increase in cash

$105,000


Tom claims that this statement of cash flows is an excellent portrayal of a superb first year with cash increasing $105,000. Jerry replies that it was not a superb first year. Rather, he says, the year was an operating failure as the statement is presented incorrectly and $105,000 is not the actual increase in cash. The cash balance at the beginning of the year was $140,000.

Instructions

A. Using the data provided, prepare a statement of cash flows using the indirect method. The only noncash item in the income statement is depreciation. The purchase/sale of the investment and any resulting gain/loss are investing (not operating) activities. Hint: You may need to figure out net income for the year.

B. With whom do you agree, Tom or Jerry? Explain your position.

TOM & JERRYS’S, INC.

Statement of Cash Flows

For the Year Ended January 31, 2015

Sources of cash

From sales of merchandise

$380,000

From sale of capital stock

410,000

From sale of investment (purchased below)

80,000

From depreciation

55,000

From issuance of note for truck

20,000

From interest on investments

6,000

Total sources of cash

951,000

Uses of cash

For purchase of fixtures and equipment

320,000

For merchandise purchased for resale

258,000

For operating expenses (including depreciation)

160,000

For purchase of investment

75,000

For purchase of truck by issuance of note

20,000

For purchase of treasury stock

10,000

For interest on note payable

3,000

Total uses of cash

846,000

Net increase in cash

$105,000

Explanation / Answer

Tom and Jerry's Inc. Statement of Cash Flows as on 31 January 2015 = using Indirect Method (All values in $) Cash Flows from Operating Activities Net Income (Sales - COGS - Depreciation) 220000 Add : Depreciation 22000 Less : Interest on Investments -6000 16000 Decrease in Inventories 152000 Net Cash Inflows from Operating Activities 388000 Cash Flows from Investing Activities Purchase of Fixed Assets -320000 Purchase of Investments -75000 Purchase of Treasury Stock -10000 -405000 Cash Flows from Financing Activities Net Notes issued less paid 0 Interest on Note -3000 -3000 Net Decrease in Cash and Cash Equivalents -20000 Cash Balance at the beginning of the year 140000 Cash Balance at the end of the year 120000 From the cash flow statement drawn, it can be inferred that Jerry has made an accurate assessment of the financial position of the Company.

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