Shrek & Flona Company, manufacturer of a single product, is preparing their annual budget for 2021: Requirements: 1. Prepare a Sales Budget 2. Determine production volume 3. Estimate manufacturing...

Number 5 pleaseShrek & Flona Company, manufacturer of a single product, is preparing their annual budget for 2021:<br>Requirements:<br>1. Prepare a Sales Budget<br>2. Determine production volume<br>3. Estimate manufacturing costs and operating expenses<br>a. Purchases (material) budget<br>b. Personnel budget<br>c. Overhead budget<br>d. Selling and administrative budget<br>4. Determine cash flow and other financial effects<br>a. Cash collection schedule<br>b. Cash disbursement for purchases, factory overhead, and selling and administrative expenses<br>c. Cash budget<br>5. Formulate Projected Financial Statements (As of December 31, 2021)<br>a. Budgeted Cost of Goods Manufactured<br>b. Budgeted Income Statement<br>c. Budgeted Balance Sheet<br>Shrek & Fiona Company<br>Statement of Financial Position<br>As of December 31, 2020<br>Current Assets<br>Current Liabilities<br>Accounts Payable (N2)<br>Taxes Payable<br>Dividends Payable<br>240,000<br>13,200<br>Cash<br>18,000<br>Accounts Receivable (N1)<br>1,192,000<br>Less: Uncollectible accounts<br>(44,800) 1,147,200<br>500,000<br>Inventories<br>Total Current Liabilities<br>753,200<br>Raw Materials (12,000 pounds)<br>Finished Goods (5,000 units)<br>30,000<br>140,000<br>170,000<br>Total Current Assets<br>1,335,200<br>Stockholder's Equity<br>Common Stock (100,000 shares)<br>500,000<br>Non-current Assets<br>Retained Earnings<br>338,000<br>Property, plant, and equipment<br>Less: Accumulated depreciation<br>320,000<br>Total Stockholder's Equity<br>838,000<br>(64,000)<br>256,000<br>Total Assets<br>1,591,200<br>Total Liabilities and SHE<br>1,591,200<br>Checking:<br>P 200,000<br>992,000<br>P 1,192,000<br>N1 2020 3rd quarter sales P2,500,000<br>2020 4th quarter sales P3,100,000<br>N2 2020 3rd quarter purchases P300,000<br>P 75,000<br>2020 4th quarter purchases P330,000<br>165,000<br>P 240,000<br>

Extracted text: Shrek & Flona Company, manufacturer of a single product, is preparing their annual budget for 2021: Requirements: 1. Prepare a Sales Budget 2. Determine production volume 3. Estimate manufacturing costs and operating expenses a. Purchases (material) budget b. Personnel budget c. Overhead budget d. Selling and administrative budget 4. Determine cash flow and other financial effects a. Cash collection schedule b. Cash disbursement for purchases, factory overhead, and selling and administrative expenses c. Cash budget 5. Formulate Projected Financial Statements (As of December 31, 2021) a. Budgeted Cost of Goods Manufactured b. Budgeted Income Statement c. Budgeted Balance Sheet Shrek & Fiona Company Statement of Financial Position As of December 31, 2020 Current Assets Current Liabilities Accounts Payable (N2) Taxes Payable Dividends Payable 240,000 13,200 Cash 18,000 Accounts Receivable (N1) 1,192,000 Less: Uncollectible accounts (44,800) 1,147,200 500,000 Inventories Total Current Liabilities 753,200 Raw Materials (12,000 pounds) Finished Goods (5,000 units) 30,000 140,000 170,000 Total Current Assets 1,335,200 Stockholder's Equity Common Stock (100,000 shares) 500,000 Non-current Assets Retained Earnings 338,000 Property, plant, and equipment Less: Accumulated depreciation 320,000 Total Stockholder's Equity 838,000 (64,000) 256,000 Total Assets 1,591,200 Total Liabilities and SHE 1,591,200 Checking: P 200,000 992,000 P 1,192,000 N1 2020 3rd quarter sales P2,500,000 2020 4th quarter sales P3,100,000 N2 2020 3rd quarter purchases P300,000 P 75,000 2020 4th quarter purchases P330,000 165,000 P 240,000
1. Estimated unit sales for the first quarter of 2021 is 40,000 units and expected to increase 10% quarterly. Selling<br>price fluctuates as follows:<br>Quarter<br>Unit price<br>1st<br>2nd<br>3rd<br>4th<br>64<br>66<br>62<br>62<br>Assume that of each quarter's sales: 20% are cash sales while the remaining 80% are credit sales. Shrek & Fiona<br>Company estimates that 60% of credit sales are collected in the quarter of sale with 2% discount, 30% in the quarter<br>of following sale, 9% in the second quarter following sale and 1% are considered as uncollectible.<br>2. Finished product requires 3 pounds of direct materials at P2.50 per pound. Finished good ending inventory is<br>equal to 10% of the next quarter sales while raw materials ending inventory is equal to 10% of the next quarter<br>production needs of materials. First quarter of 2022 sales is expected to be at 50,000 units while raw materials<br>ending is at 13,500 pounds. (Units are rounded to the nearest ones.)<br>3. Each quarter's purchase are paid 50% in that quarter with 5% purchase discount, 25% in the following quarter<br>and the remainder in the second quarter following the purchase.<br>4. Each finished goods requires 5 direct labor hours with an hourly rate of P4.00 payable on the end of each<br>month.<br>5. For Factory overhead budget, use the following cost formula:<br>Indirect labor<br>PO.02 per direct labor worked (same payment scheme with direct labor)<br>Indirect material<br>P2 per unit produced<br>P48,000 annually, paid at the beginning of the year<br>Insurance<br>Factory rent<br>P6,500 per month<br>P500 per quarter plus PO.50 per unit produced<br>P300 per quarter plus PO.30 per unit produced<br>10% of the PPE cost, annually<br>Utilities<br>Maintenance<br>Depreciation<br>All overhead costs involve cash outlays are paid in the period which they are incurred, insurance cost. Worthy to<br>note, the company assumes that all indirect materials are used and paid in the month it was purchased.<br>6. Selling and administrative expenses<br>Advertising<br>P65,000 annually, paid at the beginning of the year<br>5% of total sales, paid quarterly<br>P100,000 per quarter (same payment scheme with direct labor)<br>P5,000 per month<br>Commission<br>Admin salaries<br>Office rent<br>7. Income tax is 30%, paid on the first quarter of the following year.<br>8. For cash budget, assume the following:<br>a. The company desires to maintain P15,000 minimum cash balance<br>b. Dividend is declared every end of the 4th quarter of the year P15 per issued and outstanding share and paid<br>every 2nd quarter of the following year<br>c. At the end of the 2nd quarter, the company plans to purchase P100,000 worth of equipment.<br>d. Any excess cash at the end of the 1

Extracted text: 1. Estimated unit sales for the first quarter of 2021 is 40,000 units and expected to increase 10% quarterly. Selling price fluctuates as follows: Quarter Unit price 1st 2nd 3rd 4th 64 66 62 62 Assume that of each quarter's sales: 20% are cash sales while the remaining 80% are credit sales. Shrek & Fiona Company estimates that 60% of credit sales are collected in the quarter of sale with 2% discount, 30% in the quarter of following sale, 9% in the second quarter following sale and 1% are considered as uncollectible. 2. Finished product requires 3 pounds of direct materials at P2.50 per pound. Finished good ending inventory is equal to 10% of the next quarter sales while raw materials ending inventory is equal to 10% of the next quarter production needs of materials. First quarter of 2022 sales is expected to be at 50,000 units while raw materials ending is at 13,500 pounds. (Units are rounded to the nearest ones.) 3. Each quarter's purchase are paid 50% in that quarter with 5% purchase discount, 25% in the following quarter and the remainder in the second quarter following the purchase. 4. Each finished goods requires 5 direct labor hours with an hourly rate of P4.00 payable on the end of each month. 5. For Factory overhead budget, use the following cost formula: Indirect labor PO.02 per direct labor worked (same payment scheme with direct labor) Indirect material P2 per unit produced P48,000 annually, paid at the beginning of the year Insurance Factory rent P6,500 per month P500 per quarter plus PO.50 per unit produced P300 per quarter plus PO.30 per unit produced 10% of the PPE cost, annually Utilities Maintenance Depreciation All overhead costs involve cash outlays are paid in the period which they are incurred, insurance cost. Worthy to note, the company assumes that all indirect materials are used and paid in the month it was purchased. 6. Selling and administrative expenses Advertising P65,000 annually, paid at the beginning of the year 5% of total sales, paid quarterly P100,000 per quarter (same payment scheme with direct labor) P5,000 per month Commission Admin salaries Office rent 7. Income tax is 30%, paid on the first quarter of the following year. 8. For cash budget, assume the following: a. The company desires to maintain P15,000 minimum cash balance b. Dividend is declared every end of the 4th quarter of the year P15 per issued and outstanding share and paid every 2nd quarter of the following year c. At the end of the 2nd quarter, the company plans to purchase P100,000 worth of equipment. d. Any excess cash at the end of the 1" quarter of the year is used to buy long term investments P10,000 increments. 3% interest rate is credited to the company's bank account at the quarter's end based on original cost of investment e. In case of deficit, the company borrow from the bank P10,000 increments, payable in one year, 10% interest rate is automatically debited to the company's bank account at the end of every quarter.
Jun 02, 2022
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