Financial Accounting A Decision-Making Approach, 2nd Edition King, Lembke, and Smith * Prepared by Dr. Denise English, Boise State University John Wiley & Sons, Inc. CHAPTER FIVE UNDERSTANDING INCOME After reading Chapter 5, you should be able to: 1. Discuss what income is and explain its importance for forecasting. 2. Understand how income recognition is accomplished in accrual accounting through revenue realization and expense matching. 3. Explain the difference between cash flow and accrualbasis income, and analyze the relationship between the two measures of business activity. 4. Describe the elements normally included in income and reported in the income statement, and discuss who uses the information and how. What is Net Income? Net Income represents the change in owners’ equity during a period, excluding the effects of any additional investments or withdrawals by the owners. 2) It is computed as the difference between revenues and expenses. 3) It is also known as net earnings, or profit; if negative, it is net loss. 1) The Income Statement INCOME STATEMENT ------------------------------------------------------- The Income Statement reports the results of a company’s activities for a specified period of time. It identifies the major sources of income and the different costs incurred in running the business. The bottom line that summarizes revenues minus expenses is net income. Operating and Nonoperating Income INCOME STATEMENT ------------------------------------------------------- Operating income is a subtotal reflecting revenues from sales of a company’s products or services reduced by operating expenses, or costs of producing those products or services. Nonoperating income is a subtotal reflecting revenues and gains from activities not related to central operations and not regularly recurring, reduced by expenses and losses of the same nonrecurring nature. The success of a business is judged by its income. Generating Income vs. Cash Flow A company must generate sufficient cash to: – – – acquire resources on a continuing basis; purchase new assets as existing ones are sold, used up, become obsolete, or cease functioning efficiently; reward owners so they remain interested in continuing the enterprise. Income is normally the primary source of cash for a company. Internal Users and Uses of Income Statement Information Exhibit 5-2 (partial) Owners/Managers: Evaluate success in meeting established goals Compute bonus or other contingent compensation Project future cash distributions Determine success in achieving operating efficiencies Assess success in generating recurring operating income Manage effects of reported income on taxes and regulations Assess success of previous actions Identify areas for potential cost-cutting or productivity gains Internal Users and Uses of Income Statement Information Exhibit 5-2 (partial) Employees and Labor Unions: Assess stability of employment opportunities Determine effects of increased pension, health care, and other benefit costs Support collective bargaining negotiations Compute profit-sharing amounts External Users and Uses of Income Statement Information Owners/Investors: Evaluate success in meeting investment goals Project future cash distributions Evaluate performance of management Assess long-run profit potential Compare performance with other companies in industry Identify areas for potential cost-cutting or productivity gains through comparisons with other companies and other periods Exhibit 5-2 (partial) External Users and Uses of Income Statement Information Exhibit 5-2 (partial) Creditors: Assess the adequacy of income to cover interest costs Evaluate the potential for long-run profitability to provide adequate cash to retire debt Determine whether provisions of debt-related agreements have been met Vendors: Assess stability of company as customer Evaluate credit-worthiness Project future purchases External Users and Uses of Income Statement Information Taxing Agencies, Regulators, and Public Interest Groups: Evaluate relationship between taxable income and income reported on income statement Assess fairness of overall return to owners Evaluate legitimacy and fairness of sources of income Evaluate reasonableness of specific expense categories Exhibit 5-2 (partial) I NC O Components of Income M E Revenues are increases in assets from selling goods and services from an entity’s ongoing central operations. The following applies to revenues: (1) Sales or transfers within the company (intracompany sales) do not generate revenues. (2) Income from activities that are peripheral to the business’s central operations is not included in revenue. I NC O Components of Income M E Expenses are the cost of goods and services used up due to an entity’s ongoing central operations. They arise when assets are consumed or liabilities are incurred, and represented expired costs. Retailers and manufacturers’ most significant costs are those of either making or buying the goods they sell to customers. Service organizations’ most significant costs are the wage and employee benefits expenses necessary to render a service to customers. I NC O Components of Income M E Gains and losses typically occur infrequently and arise from events not directly associated with the entity’s ongoing central operations. An example would be selling a piece of manufacturing equipment at a price higher (gain) or lower(loss) than the asset’s accounting value. Gains increase net income and losses decrease net income. I NC O Components of Income M E Nonoperating income and expenses stem from activities that are incidental to the primary focus of the business. Examples include interest income from temporary investments and rental income from leasing an unused portion of the company’s factory. Other expenses could include interest expense and costs of reorganizing a struggling company. Income Recognition on the Cash Basis With the cash basis of accounting, cash receipts are treated as revenues and cash disbursements are treated as expenses. Investments by and distributions to owners are never included as income (under any basis). The primary advantage of the cash basis is the simplicity. It is not considered generally acceptable for financial reporting, but is widely used by small businesses that don’t need audited financial statements. Cash-Basis vs. Accrual-Basis Recognition Exhibit 5-3 ACCRUAL BASIS Record purchase Purchase Inventory Record sale Sell inventory Pay cash Record purchase Record sale CASH BASIS Receive Cash Cash-Basis Revenue Recognition Case A: Hot dog vendor Case B: Proctor & Gamble Case C: TWA Period 1 2 3 4 2 3 4 Sale Cash Receipt 1 2 3 Cash Receipt Sale Sale and Cash Receipt Period Period 1 4 Cash-Basis Expense Recognition Under the cash basis of accounting, cash outflows are treated as expenses in the period in which payment is made. Distributions to owners are never treated as expenses. Because there is no attempt to recognize expenses in the same period as the benefits they provide (matching process), it is difficult to see the period-byperiod results of an entity’s activities. Accrual-Basis Revenue Recognition Under the accrual basis of accounting, revenues are recognized when they are realized and earned. Generally, two conditions must be met: 1) An exchange must take place (a value for a product and service have been agreed upon). 2) The earning process must be substantially complete (the critical earning event has occurred). Accrual-Basis Expense Recognition Under the accrual basis of accounting, expenses are recognized based upon the matching concept. For each cost, two determinations must be made: 1) What benefit will be received from having incurred the cost? 2) When will the benefit be received? The cost is reported as an expense in the period in which the associated benefit is received. BENEFIT RECEIVED RECORD EXPENSE Recognition of Gains and Losses Under the accrual basis of accounting, gains are generally recognized when realized, similarly to revenues. Losses, on the other hand, are recognized when two conditions exist. 1) It is probable that an asset has been impaired or a liability incurred. 2) The amount of the loss can be reasonably estimated. Relationship between Income and Cash Flows A close association between income and cash flows exists over the long run. Revenues generate cash inflows, while expenses generate cash outflows. When net income is positive, net cash flows should also be positive. Because financial reporting occurs in the short run (at least annually), accrual basis income ? provides better information for forecasting future cash flows. Model Company Income Statement For the year ended, December 31, 2001 Revenues Operating expenses: Cost of goods sold Selling expenses General and administrative expenses Miscellaneous expenses Total operating expenses Operating income Nonoperating income and gains Nonoperating expenses and losses Income before income taxes Income tax expense Net income Earnings per share $ 1,000,000 $ 470,000 150,000 110,000 35,000 ___(765,000) $ 235,000 23,000 ___ (8,000) $ 250,000 (100,000) $ 150,000 ========== $ 1.50 ========== Reporting Income Statement Elements Revenues result from the primary activities of the business enterprise. Revenues derived from each major activity should be disclosed. Revenues may be reported gross or net, but details of sales returns and sales discounts are usually provided in footnotes to the income statement. Reporting Income Statement Elements Operating Expenses include those costs associated with supporting the central activities of the company; there are many different kinds of operating expenses: – Cost of Goods Sold is often the largest operating expense and consists of the materials, labor, and other costs of manufacturing or purchasing products that have been sold during the reporting period. Gross Profit or Gross Margin refers to net sales minus cost of goods sold. If cost of goods sold and gross profit are reported separately, a multistep income statement is provided. Reporting Income Statement Elements Marketing, advertising, and promotion expenses reflect costs related to sales staff, advertising efforts, and prizes and contests to promote company products or services. General and administrative expenses relate to the overall operating costs of the business, such as corporate managements’ salaries and benefits, corporate headquarters’ operating costs, and costs of new product development. Interest expense reflects the cost of borrowing; sometimes it is classified as nonoperating expense. Other operating income and expenses could include gains and losses related to a myriad of circumstances, such as litigation settlements. Reporting Income Statement Elements Operating Income is computed as the difference between revenues and operating expenses and represents income earned from the central operations of the business. Gains, losses, and nonoperating items are various items only peripherally related to central operations, but must be included in income, nonetheless. Examples include a gain on the sale of old equipment or an uninsured disaster loss. Income tax expense reflects the amount of federal, state, local, and foreign taxes the company expects to pay based upon its income. Net income is all-inclusive of everything affecting the wealth of the business, except investments by and distributions to owners. Reporting Income Statement Elements Earnings per share is the most commonly quoted measure of operating success. In its simplest form, it is net income divided by the number of common shares outstanding. Preferred stock represents a special ownership interest with rights specified by agreement. Preferred stockholders usually have a preference over common stockholders in receiving dividends and assets upon liquidation. Preferred stocks have fixed dividend rates and no voting privileges. When computing earnings per share, preferred stock dividends, if applicable, must be deducted from net income before dividing by the common shares outstanding. Additional Elements of the Income Statement Three types of items are classified separately in the income statement: 1) Income and losses from discontinued operations, 2) Extraordinary gains and losses, and 3) Cumulative adjustments from changes in accounting principle. All three must meet special reporting criteria and are reported “net of taxes”. Additional Elements of the Income Statement Discontinued operations refers to elimination of a major product line or operating division that has either been sold or stopped. Two related presentations must be provided: 1) Gain or loss on the disposal or shut down, and 2) Income (or loss) earned by the segment for the current reporting period up until time of disposal or discontinuance. Additional Elements of the Income Statement Extraordinary items are gains or losses that meet both of the following criteria: 1) Unusual in nature, and 2) Not expected to recur in the foreseeable future. Extraordinary items should not be considered as part of the recurring earnings of the company. By classifying these items separately, financial statement users can focus on items of a recurring nature and better assess performance. Additional Elements of the Income Statement Changes in accounting principle occur as a result of changes in circumstances. A “catch-up” accounting adjustment is made so that subsequent financial statements appear as though the company has always used the newly adopted accounting principle. Changes in accounting principle are not a result of operations, but are “paper events” resulting from a decision to change the way events are recognized in the accounts. A Accounting methods B C Additional Disclosures Selected financial statement details for a number of periods, such as 5-year summaries of net sales and gross margin results A summary of significant accounting policies The amount of repairs and maintenance expense The amount spent for research and development An explanation of the computation of income tax expense Additional Disclosures A detailing of significant debt terms and debt maturities Information related to the cost of retirement plans and other postretirement benefits Sales, income, and assets of different operating and geographic business segments Computation of earnings per share The effects of recent authoritative accounting pronouncements Copyright Copyright © 2001 John Wiley & Sons, Inc. All rights reserved. Reproduction or translation of this work beyond that permitted in Section 117 of the 1976 United States Copyright Act without the express written permission of the copyright owner is unlawful. 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