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Phoenix Company’s 2017 master budget included the following fixed budget report.

ID: 2552702 • Letter: P

Question

Phoenix Company’s 2017 master budget included the following fixed budget report. It is based on an expected production and sales volume of 15,000 units.

Required:
1&2. Prepare flexible budgets for the company at sales volumes of 14,000 and 16,000 units and classify all items listed in the fixed budget as variable or fixed.

PHOENIX COMPANY
Fixed Budget Report
For Year Ended December 31, 2017 Sales $ 3,300,000 Cost of goods sold Direct materials $ 945,000 Direct labor 210,000 Machinery repairs (variable cost) 60,000 Depreciation—Plant equipment (straight-line) 315,000 Utilities ($30,000 is variable) 210,000 Plant management salaries 190,000 1,930,000 Gross profit 1,370,000 Selling expenses Packaging 75,000 Shipping 90,000 Sales salary (fixed annual amount) 235,000 400,000 General and administrative expenses Advertising expense 125,000 Salaries 241,000 Entertainment expense 80,000 446,000 Income from operations $ 524,000

Explanation / Answer

Answer:

1

Amount per unit

Variable or Fixed Classification

Variable sales (total divided by 15,000 units)

Sales

$220.00

Variable costs (total divided by 15,000 units)

Direct materials

$63.00

Direct labor

14

Machinery repairs

4

Utilities ($30,000 variable)

2

Packaging

5

Shipping

6

Total variable costs

$94.00

Fixed costs

Depreciation—Plant equipment

$315,000

Utilities ($210,000 - $30,000 variable)

180,000

Plant management salaries

190,000

Sales salary

235,000

Advertising expense

125,000

Salaries

241,000

Entertainment expense

80,000

Total fixed costs

$1,366,000

_______________________________________

2

PHOENIX COMPANY

Flexible Budgets

For Year Ended December 31, 2017

Flexible Budget

Flexible

Flexible

Variable Amount

Total

Budget for Unit Sales

Budget for Unit Sales

per Unit

Fixed

of 14,000

of 16,000

Cost

Sales

$220.00

$2,800,000

$3,200,000

Variable costs

Direct materials

$63.00

910,000

1,040,000

Direct labor

$14.00

210,000

240,000

Machinery repairs

$4.00

56,000

64,000

Utilities

$2.00

42,000

48,000

Packaging

$5.00

70,000

80,000

Shipping

$6.00

98,000

112,000

Total variable costs

$94.00

1,386,000

1,584,000

Contribution margin

$126.00

$1,414,000

$1,616,000

Fixed costs

Depreciation—Plant Equip

$315,000

315,000

315,000

Utilities

$180,000

180,000

180,000

Plant mgmt. salaries

$190,000

190,000

190,000

Sales salary.

$235,000

235,000

235,000

Advertising expense

$125,000

125,000

125,000

Salaries

$241,000

241,000

241,000

Entertainment expense

$80,000

80,000

80,000

Total fixed costs

$1,366,000

$1,366,000

$1,366,000

Income from operations

$58,000

$260,000

Amount per unit

Variable or Fixed Classification

Variable sales (total divided by 15,000 units)

Sales

$220.00

Variable costs (total divided by 15,000 units)

Direct materials

$63.00

Direct labor

14

Machinery repairs

4

Utilities ($30,000 variable)

2

Packaging

5

Shipping

6

Total variable costs

$94.00

Fixed costs

Depreciation—Plant equipment

$315,000

Utilities ($210,000 - $30,000 variable)

180,000

Plant management salaries

190,000

Sales salary

235,000

Advertising expense

125,000

Salaries

241,000

Entertainment expense

80,000

Total fixed costs

$1,366,000