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Fortune, Inc., is preparing its master budget for the first quarter. The company

ID: 2550150 • Letter: F

Question

Fortune, Inc., is preparing its master budget for the first quarter. The company sells a single product at a price of $25 per unit. Sales (in units) are forecasted at 41,000 for January, 61,000 for February, and 51,000 for March. Cost of goods sold is $12 per unit. Other expense information for the first quarter follows.

  
Prepare a budgeted income statement for this first quarter. (Round your final answers to the nearest whole dollar.)

Commissions 9 % of sales dollars Rent $ 18,000 per month Advertising 13 % of sales dollars Office salaries $ 72,000 per month Depreciation $ 53,000 per month Interest 13 % annually on a $240,000 note payable Tax rate 30 %

Explanation / Answer

Total budgeted unit sales for the quarter

Jan

             41,000

Feb

             61,000

Mar

             51,000

Total

          153,000

FORTUNE, INC.

Budgeted Income Statement

For Quarter Ended March 31

Sales Revenue (153,000*$25)

$3,825,000

Less: Cost of goods sold (153,000*12)

$1,836,000

Gross profit

$1,989,000

Other Expenses:

Commissions (9%*3,825,000)

$344,250

Rent (18,000*3months)

$54,000

Advertising (13%*3,825,000)

$497,250

Office salaries (72,000*3)

$216,000

Depreciation (53,000*3)

$159,000

Interest (240,000*13%*3/12)

$7,800

$1,278,300

Net profit (Gross profit-Other exp)

$710,700

Less: Tax " 30%

$213,210

Net profit after tax

$497,490

Total budgeted unit sales for the quarter

Jan

             41,000

Feb

             61,000

Mar

             51,000

Total

          153,000

FORTUNE, INC.

Budgeted Income Statement

For Quarter Ended March 31

Sales Revenue (153,000*$25)

$3,825,000

Less: Cost of goods sold (153,000*12)

$1,836,000

Gross profit

$1,989,000

Other Expenses:

Commissions (9%*3,825,000)

$344,250

Rent (18,000*3months)

$54,000

Advertising (13%*3,825,000)

$497,250

Office salaries (72,000*3)

$216,000

Depreciation (53,000*3)

$159,000

Interest (240,000*13%*3/12)

$7,800

$1,278,300

Net profit (Gross profit-Other exp)

$710,700

Less: Tax " 30%

$213,210

Net profit after tax

$497,490