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In 20X7, Snowboard Ltd. had the following share capital outstanding: Preferred s

ID: 2564736 • Letter: I

Question

In 20X7, Snowboard Ltd. had the following share capital outstanding: Preferred shares, no par value, $1.20 dividend: authorized- unlimited shares, issued, 100,000 shares $1,250,000 Common shares, no-par value: Authorized- unlimited shares, issued, 480,000 shares $ 642,000 No dividends were declared in 20X5 or 20X6, but $1,000,000 dividends were declared in 20X7. Required: Calculate the amount of dividends that would be paid in 20X7 to each share class under the following separate cases: Case A- Preferred shares are cumulative and non participating; Case B- Preferred shares are cumulative and participating with common shares only after the common shares receive a $1 per share dividend. Participation is based on relative contributed capital.

Explanation / Answer

Calculate the amount of dividend that would be paid in 20X7 to each share class:

Case 1: preferred shares are cumulative and non-participating

1,000,000 dividends are declared but preferred shares are cumulative, hence need to pay the dividends 20X5 and 20X6 along with 20X6

100000*1.2 *3 years = 360,000

Since preferred shares are non-participating, hence the balance left after the preferred dividend is paid to the common stock holders

Common stock holders dividend = Total dividend declared – preferred dividend for 3 yrs.

= 1,000,000-360,000

= $6,400,000

Case 2: If preferred share are cumulative and participating and participate in the profit after the $1 dividend to the common stock

1,000,000 dividends are declared but preferred shares are cumulative, hence need to pay the dividends 20X5 and 20X6 along with 20X6

100000*1.2 *3 years = 360,000

Preferred stock dividend = 3600000

Common stock dividend = 480000*$1 = $480000

Calculate participation in the profit

Profit left after dividend payment = 1,000,000 – 840,000 = 160000

Total shares = preferred + common

=100000+480000=580000

=100000/580000 = 17.24

=480000/580000 = 82.76

Preferred stock participation in the profit = 160000 * 17.24% = 27586.21

Common stock participation in the profit = 160000*82.76% = 132413.8