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Garden Sales, Inc., sells garden supplies. Management is planning its cash needs

ID: 2508987 • Letter: G

Question

Garden Sales, Inc., sells garden supplies. Management is planning its cash needs for the second quarter. The company usually has to borrow money during this quarter to support peak sales of lawn care equipment, which occur during May. The following information has been assembled to assist in preparing a cash budget for the quarter: a. Budgeted monthly absorption costing income statements for April-July are: Sales Cost of goods sold April May June July $ 520.000 $ 670,000 $ 210,000 $ 320,000 364,000 469,000 147,000 224,000 Gross margin 156,000 201,000 63,000 96,000 Selling and administrative expenses: Selling expense Administrative expense* 72,000 41,000 122,000 69,600 26,000 23,200 32,000 30,000 Total selling and administrative expenses 113,000 191,600 49,200 62,000 Net operating income $ 43,000 $ 9,400 $ 13,800 $ 34,000 *Includes $13,000 of depreciation each month. b. Sales are 20% for cash and 80% on account. c. Sales on account are collected over a three-month period with 10% collected in the month of sale; 80% collected in the first month following the month of sale; and the remaining 10% collected in the second month following the month of sale. February's sales totaled $110,000, and March's sales totaled $300,000. d. Inventory purchases are paid for within 15 days. Therefore, 50% of a month's inventory purchases are paid for in the month of purchase. The remaining 50% is paid in the following month. Accounts payable at March 31 for inventory purchases during March total $120,400. e. Each month's ending inventory must equal 20% of the cost of the merchandise to be sold in the following month. The merchandise inventory at March 31 is $72.800. f. Dividends of $22,000 will be declared and paid in April. g. Land costing $30,000 will be purchased for cash in May. h. The cash balance at March 31 is $44,000; the company must maintain a cash balance of atleast $40,000 at the end of each month. i. 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, up to a total loan balance of $200,000. 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.

Explanation / Answer

Solution:

Part 1 -- Schedule of Expected Cash Collection

Schedule of Expected Cash Collections

April

May

June

Quarter

Cash Sales (Total Sales x 20%)

$104,000

$134,000

$42,000

$280,000

Credit Sales:

February Sales (110,000*80% credit sale)

$8,800

$8,800

March Sales (300,000*80% credit sale)

$192,000

$24,000

$216,000

April Sales

$41,600

$332,800

$41,600

$416,000

May Sales

$53,600

$428,800

$482,400

June Sales

$16,800

$16,800

Total Cash Collections

$242,400

$410,400

$487,200

$1,140,000

Part 2(a) - Merchandise Purchase Budget

Merchandise Purchases Budget

April

May

June

July

Budgeted cost of goods sold

364000

469000

147000

$224,000

Plus: Desired Ending Inventory (20% of Budgeted Cost of Goods Sold of next month)

93800

29400

44800

Total needs

457800

498400

191800

Less: Beginning balance of inventory (Ending balance of last month)

72800

93800

29400

Required inventory purchases

385000

404600

162400

Part 2(b) - Schedule of Expected Cash Disbursements

Schedule of Expected Cash Disbursements

July

August

September

Quarter

Beginning Accounts Payable

$120,400

$120,400

July Purchases

$192,500

$202,300

$394,800

August Purchases

$202,300

$81,200

$283,500

September Purchases

$81,200

$81,200

Total Cash disbursements

$312,900

$404,600

$162,400

$879,900

Part 3 – Cash Budget

Cash Budget

For the Quarter Ended June 30

April

May

June

Quarter

Beginning Cash Balance

$44,000

$40,500

($151,300)

$44,000

Add:   Collection from Customers (Refer Part 1)

$242,400

$410,400

$487,200

$1,140,000

Total Available Cash

$286,400

$450,900

$335,900

$1,184,000

Less: Cash Disbursements

Purchase for Inventory (Part 2a)

$312,900

$404,600

$162,400

$879,900

Selling Expense

$72,000

$122,000

$26,000

$220,000

Admin Expense (excluding depreciation)

$28,000

$56,600

$10,200

$94,800

Land Purchase

$30,000

$30,000

Dividend Paid

22000

$22,000

Total Cash Disbursements

$434,900

$613,200

$198,600

$1,246,700

Excess (Deficiency) of available cash over cash disbursements

($148,500)

($162,300)

$137,300

($62,700)

Financing:

$0

Borrowings

$189,000

$11,000

$200,000

Repayment

($96,337)

($96,337)

Interest

($963)

($963)

Total Financing

$189,000

$11,000

($97,300)

$102,700

Ending Cash Balance

$40,500

($151,300)

$40,000

$40,000

Schedule of Expected Cash Collections

April

May

June

Quarter

Cash Sales (Total Sales x 20%)

$104,000

$134,000

$42,000

$280,000

Credit Sales:

February Sales (110,000*80% credit sale)

$8,800

$8,800

March Sales (300,000*80% credit sale)

$192,000

$24,000

$216,000

April Sales

$41,600

$332,800

$41,600

$416,000

May Sales

$53,600

$428,800

$482,400

June Sales

$16,800

$16,800

Total Cash Collections

$242,400

$410,400

$487,200

$1,140,000