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Financing Deficit Garlington Technologies Inc.\'s 2013 financial statements are

ID: 2717843 • Letter: F

Question

Financing Deficit

Garlington Technologies Inc.'s 2013 financial statements are shown below:

Balance Sheet as of December 31, 2013

Income Statement for December 31, 2013

Suppose that in 2014 sales increase by 15% over 2013 sales and that 2014 dividends will increase to $140,000. Forecast the financial statements using the forecasted financial statement method. Assume the firm operated at full capacity in 2013. Use an interest rate of 10%, and assume that any new debt will be added at the end of the year (so forecast the interest expense based on the debt balance at the beginning of the year). Cash does not earn any interest income. Assume that the AFN will be in the of form of a line of credit. Round your answers to the nearest dollar. Do not round intermediate calculations.

Cash $   180,000 Accounts payable $   360,000 Receivables 360,000 Notes payable 156,000 Inventories 720,000 Line of credit 0 Total current assets $1,260,000 Accruals 180,000 Fixed assets 1,440,000 Total current liabilities $   696,000 Common stock 1,800,000 Retained earnings 204,000 Total assets $2,700,000 Total liabilities and equity $2,700,000

Explanation / Answer

Answer:

                                                   Garlington Technologies Inc.

                                        Pro Forma Income Statement

                                                  December 31, 2014

                                                           Forecast         1st Pass          AFN         2nd Pass

                                   2013                  Basis           Additions         2014         Effects          2014

Sales                     $3,600,000     1.15 ´ Sales13                          $4140,000                   $4140,000

Operating costs      3,279,720     0.911 ´ Sales14                          3,771540                     3771540

EBIT                       $ 320,280                                                        $ 368460                    $ 368460

Interest                         20,280                                                              20,280 +12755**       33035

EBT                        $ 300,000                                                        $ 348180                     $ 335425

Taxes (40%)               120,000                                                            139272                       134170

Net income             $ 180,000                                                        $ 208908                    $ 201255

Dividends: $1.08

´ 100,000 =      $ 108,000                          $ 140,000* +7440*** $ 147440

Addition to RE:   $   72,000                          $   68908            $   53815

*Preliminary 2014 Dividends = $1.40 ´ 100,000 = $140,000.

**D in Interest = $127546 ´ 0.10 = $12755.

***D in 2014 Dividends = $127546/$24 ´ 1.40 = $7440.

D in Addition to RE = $53815 - $68908 = -$15093.

                                                                 Garlington Technologies Inc.

                                                               Pro Forma Balance Statement

                                                                          December 31, 2014

                                                         Forecast

                                                          Basis %       1st Pass         AFN      2nd Pass

                                      2013         2014 Sales    Additions         2014        Effects        2014            

Cash                       $ 180,000           0.05                             $ 207000                      $ 207,000

Receivables                360,000           0.1                                   414,000                          414,000

Inventories                  720,000           0.2                                   828,000                          828,000

   Total current

    assets                $1,260,000                                               $1,449,000                    $1,449,000

Fixed assets           1,440,000            0.4                               1,656,000                     1,656,000

   Total assets        $2,700,000                                               $3105,000                    $3105,000

Accounts payable   $ 360,000           0.1                                $ 414,000                     $ 414,000

Notes payable             156,000                                               156,000 +127546         283546

Line of credit                  0                                                 

Accruals                      180,000          0.05                                  207,000                         207,000

   Total current

    liabilities              $ 696,000                                                $ 777,000                     $ 904546

Common stock         1,800,000                                                 1,800,000 +127546       1927546

Retained earnings       204,000                                  68908*      272908 -15093**         257815

   Total liab.  

    and equity          $2,700,000                                                $2849908                   $3089907

          AFN =                                                                              $255092                      $ 15093

Cumulative AFN =                                                                     $255092                    $ 270185

*See 1st pass income statement.

**See 2nd pass income statement.

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