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Exercise 5-5 Uhura Company has decided to expand its operations. The bookkeeper

ID: 2771485 • Letter: E

Question

Exercise 5-5

Uhura Company has decided to expand its operations. The bookkeeper recently completed the balance sheet presented below in order to obtain additional funds for expansion.

UHURA COMPANY

BALANCE SHEET

FOR THE YEAR ENDED 2014

Current assets

Cash $230,000

Accounts receivable (net) 340,000

Inventory (lower-of-average-cost-or-market) 401,000

Equity investments (trading)-at cost (fair value $120,000) 140,000

Property, plant, and equipment

Buildings (net) 570,000

Equipment (net) 160,000

Land held for future use 175,000

Intangible assets

Goodwill 80,000

Cash surrender value of life insurance 90,000

Prepaid expenses 12,000

Current liabilities

Accounts payable 135,000

Notes payable (due next year) 125,000

Pension obligation 82,000

Rent payable 49,000

Premium on bonds payable 53,000

Long-term liabilities

Bonds payable 500,000

Stockholders’ equity

Common stock, $1.00 par, authorized 400,000 shares, issued 290,000 290,000

Additional paid-in capital 160,000

Retained earnings ?

Prepare a revised balance sheet given the available information. Assume that the accumulated depreciation balance for the buildings is $160,000 and for the equipment, $105,000. The allowance for doubtful accounts has a balance of $17,000. The pension obligation is considered a long-term liability. (List Current Assets in order of liquidity. List Property, Plant and Equipment in order of Buildings and Equipment. Enter account name only and do not provide the descriptive information provided in the question.)

Uhura Company

Balance Sheet

December 31, 2014

Assets

$

$

:

$

$

:

:

$

Liabilities and Stockholders' Equity

$

$

$

:

$

$

Explanation / Answer

UHURA COMPANY

BALANCE SHEET FOR THE YEAR ENDED 31.12.2014

PARTICULARS

AMOUNT

AMOUNT

ASSETS

Current Assets

Inventory

401000

Accounts Receivable

Less: Provision for doubtful debts

357000

17000

340000

Cash

230000

Equity Investment

140000

Cash Surrender Value Of Life Insurance

90000

Prepaid Expenses

12000

Fixed Assets

Tangible Assets

Building (Gross)

Less: Accumulated Depreciation

730000

160000

570000

Equipment(Gross)

Less: Accumulated Depreciation

265000

105000

160000

Land held for future use

175000

Intangible Assets

Goodwill

80000

TOTAL ASSETS

2198000

Liabilities & Stockholder Equity

Current Liabilities

Accounts Payable

135000

Notes Payable

125000

Rent Payable

49000

Long Term Liabilities

Bonds Payable

500000

Pension Obligation

82000

Premium On Bonds Payable

53000

Stockholder Equity

Common Stock

290000

Additional paid in capital

160000

Retained Earnings (Balancing Figure)

804000

TOTAL LIABILITES

2198000

In our problem we have been given net building, net equipment and net debtors which already include the effect of depreciation/allowance.

Hence to arrive at their gross value we simply add up the net values with the respective accumulated depreciation/allowance

PARTICULARS

AMOUNT

AMOUNT

ASSETS

Current Assets

Inventory

401000

Accounts Receivable

Less: Provision for doubtful debts

357000

17000

340000

Cash

230000

Equity Investment

140000

Cash Surrender Value Of Life Insurance

90000

Prepaid Expenses

12000

Fixed Assets

Tangible Assets

Building (Gross)

Less: Accumulated Depreciation

730000

160000

570000

Equipment(Gross)

Less: Accumulated Depreciation

265000

105000

160000

Land held for future use

175000

Intangible Assets

Goodwill

80000

TOTAL ASSETS

2198000

Liabilities & Stockholder Equity

Current Liabilities

Accounts Payable

135000

Notes Payable

125000

Rent Payable

49000

Long Term Liabilities

Bonds Payable

500000

Pension Obligation

82000

Premium On Bonds Payable

53000

Stockholder Equity

Common Stock

290000

Additional paid in capital

160000

Retained Earnings (Balancing Figure)

804000

TOTAL LIABILITES

2198000