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Flexible Budget The controller for Muir Company\'s Salem plant is analyzing over

ID: 2650063 • Letter: F

Question

Flexible Budget

The controller for Muir Company's Salem plant is analyzing overhead in order to determine appropriate drivers for use in flexible budgeting. She decided to concentrate on the past 12 months since that time period was one in which there was little important change in technology, product lines, and so on. Data on overhead costs, number of machine hours, number of setups, and number of purchase orders are in the following table.

Type the letter "F" in the last column of the table to indicate a favorable variance. Type the letter "U" to indicate an unfavorable variance. Enter all your answers as positive amounts.

Muir Company Flexible Budget for Overhead

   

   

Month

Predicted Overhead

Actual Overhead

Variance

Type ("F" or "U")

January

$  

$  

$  

  

February

  

  

  

  

March

  

  

  

  

April

  

  

  

  

May

  

  

  

  

June

  

  

  

  

July

  

  

  

  

August

  

  

  

  

September

  

  

  

  

October

  

  

  

  

November

  

  

  

  

December

  

  

  

  

Totals

$  

$  

$  

  

Run a regression equation using only machine hours as the independent variable. Prepare a flexible budget for overhead for the 12 months using the results of this regression equation. (Round the intercept and x-coefficient to the nearest cent and predicted overhead amount to the nearest dollar.)

Type the letter "F" in the last column of the table to indicate a favorable variance. Type the letter "U" to indicate an unfavorable variance. Enter all your answers as positive amounts.

Muir Company Flexible Budget for Overhead

   

   

Month

Predicted Overhead

Actual Overhead

Variance

Type ("F" or "U")

January

$  

$  

$  

  

February

  

  

  

  

March

  

  

  

  

April

  

  

  

  

May

  

  

  

  

June

  

  

  

  

July

  

  

  

  

August

  

  

  

  

September

  

  

  

  

October

  

  

  

  

November

  

  

  

  

December

  

  

  

  

Totals

$  

$  

$  

  

Explanation / Answer

1.     Overhead rate = $423,167/13,446 = $31.47

                                                      Predicted                         Actual

                      Month                     Overhead                      Overhead                   Variance

        January.............................. $   31,470                        $ 32,296                    $ 826 U

        February............................      29,267                            31,550                       2,283 U

        March.................................      34,617                            36,280                       1,663 U

        April....................................      33,044                            36,867                       3,823 U

        May.....................................      36,820                            36,790                             30 F

        June...................................      37,764                            37,800                             36 U

        July.....................................      38,865                            40,024                       1,159 U

        August...............................      37,449                            39,256                       1,807 U

        September........................      33,673                            33,800                          127 U

        October..............................      38,079                            33,779                       4,300 F

        November.........................      37,984                            37,225                          759 F

        December..........................      34,113                            27,500                       6,613 F

             Totals............................. $423,145                        $423,167                    $      22 U

2.    The regression for overhead cost as a function of machine hours gives the following formula:

        Overhead cost = $8,699.64 + $23.71 (machine hours)

                                                      Predicted                         Actual

                    Month                       Overhead                      Overhead                   Variance

        January.............................. $ 32,410                        $ 32,296                    $    114 F

        February............................      30,750                            31,550                          800 U

        March.................................      34,781                            36,280                       1,499 U

        April....................................      33,595                            36,867                       3,272 U

        May.....................................      36,440                            36,790                          350 U

        June...................................      37,152                            37,800                          648 U

        July.....................................      37,981                            40,024                       2,043 U

        August...............................      36,915                            39,256                       2,341 U

        September........................      34,069                            33,800                          269 F

        October..............................      37,389                            33,779                       3,610 F

        November.........................      37,318                            37,225                             93 F

        December..........................     34,401                            27,500                       6,901 F

              Totals........................... $423,201                        $423,167                    $      34 F

      The flexible budget based on machine hours is better than the budget using only the plantwide overhead rate because the flexible budget divides overhead costs into fixed and variable components. This division would at least give the controller the ability to make a rough calculation of the marginal cost of running additional machine hours at the factory. However, the regression equation on which the flexible budget is based is not particularly good (adjusted R2 of 0.345).