Chapter 4 Income Statement COPYRIGHT ©2007 Thomson South-Western, a part of the Thomson Corporation. Thomson, the Star logo, and South-Western are trademarks used herein under license. The Income Statement • Dated for a period of time – For the Year Ended... • Multiple-step format – – – – Gross profit Operating income Income before taxes Net income • Single-step format – Total of all revenues and gains – Less the total of all expenses and losses Chapter 4, Slide #2 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Multiple-Step Multiple-Step Company Income Statement For the Year Ended December 31, 20XX Sales Cost of Goods Sold Gross Profit Operating Expenses: General & Administrative Advertising Uncollectible Accounts Operating Income Interest Income Other Revenue Income Before Taxes Income Taxes Net Income $ 496,120 234,972 261,148 Single Step Single-Step Company Income Statement For the Year Ended December 31, 20XX Sales Interest Income Other Income $ 496,120 122,757 44,715 663,592 $ 131,409 128,325 22,664 282,398 (21,250) 122,757 44,715 167,472 146,222 8,498 $ 137,724 Costs and Expenses: Cost of Goods Sold General & Administrative Advertising Uncollectible Accounts Income Before Taxes Income Taxes Net Income Chapter 4, Slide #3 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. $ 234,972 131,409 128,325 22,664 517,370 146,222 8,498 $ 137,724 Basic Elements of the Income Statement • • • • • Net Sales (Revenues) Cost of Goods Sold Other Operating Revenue Operating Expenses Other Income or Expense Chapter 4, Slide #4 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Net Sales • Revenue from the sale of principal goods or services sold to customers • Shown net of – Discounts – Returns – Allowances Chapter 4, Slide #5 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Cost of Goods Sold • The cost of goods that were sold to produce revenue Retailer Beginning Inventory + Purchases – Ending Inventory = Cost of Goods Sold Manufacturer Beginning Inventory + Cost of Goods Manufactured – Ending Inventory = Cost of Goods Sold Chapter 4, Slide #6 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Other Operating Revenue • Reflects the nature of the business • Examples – – – – Lease revenue Royalty revenue Finance charges Commission revenue Chapter 4, Slide #7 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Operating Expenses • Selling expenses – Result from the company’s effort to create sales – Examples • Advertising • Sales commissions • Sales supplies used • Administrative expenses – Relate to the general administration of the company’s operation – Examples • Salaries • Insurance • Bad debt expense Chapter 4, Slide #8 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Other Income or Expense • Secondary activities not directly related to operations – – – – Dividend income Interest income Gains (losses) from sale of assets Interest expense Chapter 4, Slide #9 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Special Income Statement Items • Unusual or Infrequent Items Disclosed Separately – Included with normal recurring revenues and expenses – If material, disclosed separately, before income taxes – Relate to operations – Treatment for analysis • Primary analysis: include • Supplementary analysis: exclude Chapter 4, Slide #10 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Special Income Statement Items (cont’d) • Equity in Earnings of Nonconsolidated Subsidiaries – The investor’s proportional share of the investee’s net income – Does not represent cash flow to the investor • Cash dividends received represent cash flow – Analysis issues: • Investor’s net income includes revenue of other entity • May distort ratios • Presented before tax; tax consequences typically immaterial Chapter 4, Slide #11 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Special Income Statement Items (cont’d) • Income Taxes Related to Operations – Federal, state, and local – Includes both paid and deferred taxes • Discontinued Operations – Reported net of income tax – Analysis issues: • Inadequate disclosure of associated assets • Lack of historical profit and loss information on the discontinued operations Chapter 4, Slide #12 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Special Income Statement Items (cont’d) • Extraordinary Items – Unusual and infrequent – Reported net of income tax – Analysis issues: • Exclude from primary analysis • Include for supplementary analysis Chapter 4, Slide #13 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Special Income Statement Items (cont’d) • Cumulative Effect of a Change in Accounting Principle – For fiscal years beginning before 12/15/05 • Cumulative effect of the change shown net of tax on the income statement of the period in which change was made • Earlier statements not restated to reflect application of the new principle – Effective for fiscal years beginning after 12/15/05 • All comparative statements are retrospectively restated to reflect application of the new accounting principle • The cumulative effect on income of earlier years is shown as a net-of-tax adjustment to the beginning Retained Earnings balance of the earliest period presented Chapter 4, Slide #14 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Special Income Statement Items (cont’d) • Minority Share of Earnings – Earnings of a partially-owned consolidated subsidiary that would accrue to the minority owners – Presentation may be either pre-tax or net-of-tax • Earnings per Share Net income ÷ Number of shares outstanding Chapter 4, Slide #15 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Reconciliation of Retained Earnings Reported as part of the Statement of Stockholders’ Equity or combined with the Income Statement + ± = + – = Beginning of year balance of retained earnings Prior period adjustments Cumulative effect of a change in accounting principle Beginning balance as adjusted Net income Dividends End-of-year balance of retained earnings Chapter 4, Slide #16 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Retained Earnings • The accumulated undistributed earnings of the corporation reported on the balance sheet • Appropriated – Restricted by law, contract, or management decision – Not available for dividends • Unappropriated – Available for dividends – Does not represent cash or any other asset Chapter 4, Slide #17 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Stock Dividends • Cash dividends – Date of declaration: create liability and reduce retained earnings – Date of payment: reduce liability and cash • Stock dividends – Small (less then 25%): capitalize the market value of the stock – Material: capitalize the par value of the stock – Total equity is unaffected by a stock dividend – Analysis issues: • Restate share quantities to reflect stock dividend activity Chapter 4, Slide #18 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Stock Dividend Example 100,000 shares outstanding; $1 par; $5 market Common stock par value Shares outstanding Total par value Additional paid-in capital Total paid-in capital Retained earnings Total stockholders' equity Before $1.00 100,000 $100,000 750,000 850,000 1,000,000 $1,850,000 5% stock dividend 30% stock dividend effect of dividend balance after effect of dividend balance after $1.00 $1.00 issue 5,000 sh 105,000 issue 30,000 sh 130,000 5,000 $105,000 30,000 $130,000 20,000 770,000 750,000 875,000 880,000 (25,000) 975,000 (30,000) 970,000 $1,850,000 $1,850,000 5% stock dividend on 100,000 shares: issue 5,000 additional shares recorded at $5 per share Chapter 4, Slide #19 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. 30% stock dividend on 100,000 shares: issue 30,000 additional shares recorded at $1 per share Stock Splits • 2-for-1 split – Doubles the quantity of stock – Par or stated value is halved • No effect on retained earnings, additional paidin capital, or capital stock accounts • Analysis issues: – Restate share quantities to reflect split activity Chapter 4, Slide #20 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Legality of Distributions to Shareholders • Per various state laws – Distributions are acceptable as long as the firm has the ability to pay debts as they come due in the normal course of business – Distributions to stockholders are acceptable as long as the firm is solvent and the distributions do not exceed the fair value of the assets – Distributions consist of solvency and balance sheet test of liquidity and risk Chapter 4, Slide #21 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Comprehensive Income Net income + The period’s change in accumulated other comprehensive income = Comprehensive income • Foreign currency translation adjustments • Unrealized holding gains and losses on available-for-sale marketable securities • Changes to stockholders’ equity resulting from additional minimum pension liability adjustments • Unrealized gains and losses from derivative instruments Chapter 4, Slide #22 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Comprehensive Income (cont’d) • Required disclosures – Comprehensive income – Other comprehensive income from each category – Reclassification adjustments for each category of other comprehensive income – Tax effects for each category of other comprehensive income – Balances for each category of other comprehensive income Chapter 4, Slide #23 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Comprehensive Income (cont’d) • Presentation – In a separate financial statement – Combined with the income statement – As part of the schedule of changes in stockholders’ equity Chapter 4, Slide #24 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. Comprehensive Income – Separate Statement XYZ Corporation Statement of Comprehensive Income For the Year Ended December 31, 20XX Net income Other comprehensive income Available-for-sale security adjustment, net of tax Minimum pension liability adjustment, net of tax Foreign currency transaction adjustment, net of tax Total other comprehensive income Comprehensive income Chapter 4, Slide #25 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. $ 34,000 5,500 3,500 (5,000) 4,000 $ 38,000 Comprehensive Income – Combined with Income Statement XYZ Corporation Statement of Income and Comprehensive Income For the Year Ended December 31, 20XX Sales Cost of goods sold $ 230,000 140,000 Gross profit Operating expenses 370,000 40,000 Operating income 330,000 Other income 4,000 Income before income taxes 326,000 Income taxes 20,000 Net income Other comprehensive income Available-for-sale security adjustment, net of tax Minimum pension liability adjustment, net of tax Foreign currency transaction adjustment, net of tax 306,000 5,500 3,500 (5,000) Other comprehensive income 4,000 Comprehensive income $ 310,000 Earnings per share (for net income only) $ Chapter 4, Slide #26 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. 2.80 Comprehensive Income – As Part of the Statement of Stockholders’ Equity XYZ Corporation Statement of Changes in Stockholders' Equity For the Year Ended December 31, 20XX Beginning Balance Net Income Available-for-sale security adjustment, net of tax Minimum pension liability adjustment, net of tax Foreign currency transaction adjustment, net of tax Comprehensive income Ending Balance Retained Total Earnings $180,000 $60,000 34,000 34,000 Accumulated Other Comprehensive Common Stock Income Amount Shares $10,000 $110,000 55,000 5,500 5,500 3,500 3,500 (5,000) 38,000 (5,000) $218,000 $94,000 $14,000 $110,000 Chapter 4, Slide #27 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved. 55,000 Comprehensive Income (cont’d) • Analysis issues: – Typically more volatile than net income – A better indication of long-run profitability Chapter 4, Slide #28 Copyright 2007 by Thomson South-Western, a part of The Thomson Corporation. All rights reserved.