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Semester Case – Cowboy Ice Cream, Inc. (CIC)

Last class period we discussed a possible expansion by CIC whereby they would purchase a building, land, and new equipment. In order to finance such an expansion CIC would borrow $800,000. CIC is currently considering possible options for this borrowing.Prepare amortization schedules for each of the following, rounding all computations to the nearest whole dollar. Assume 8% interest applies to each option and all borrowings would originate on January 1, 2019.

Option #1:

Issue a note with the principal and interest due in 18 months. Interest and principal are payable in cash on June 30, 2020.

Option #2

Issue a note with the principal due in 5 years with interest payable annually on December 31. 

Option #3

Issue a note to repay $160,000 of the principal due each year on December 31 for 5 years along with the annual interest due. 

Option #4

Issue a note to make equal annual payments of $200,365 each year on December 31 for 5 years.

  

Option #1

  

Year

Pmt   #

Balance   January 1

Total   Cash Paid

Interest   Expense

Principal   Reduction

Balance   December 31

 

2019

1

$800,000

 

2020

2

 

2021

3

 

2022

4

 

2023

5

  

Option #2

  

Year

Pmt   #

Balance   January 1

Total   Cash Paid

Interest   Expense

Principal   Reduction

Balance   December 31

 

2019

1

$800,000

 

2020

2

 

2021

3

 

2022

4

 

2023

5

  

Option #3

  

Year

Pmt   #

Balance   January 1

Total   Cash Paid

Interest   Expense

Principal   Reduction

Balance   December 31

 

2019

1

$800,000

 

2020

2

 

2021

3

 

2022

4

 

2023

5

  

Option #4

  

Year

Pmt   #

Balance   January 1

Total   Cash Paid

Interest   Expense

Principal   Reduction

Balance   December 31

 

2019

1

$800,000

 

2020

2

 

2021

3

 

2022

4

 

2023

5

  

   

As a condition of the borrowings described above, CIC will be required to provide financial statements, including a classified balance sheet, to the lender. W.T. would like to see a pro forma balance sheet if a borrowing is undertaken.

The account balances for December 31, 2018 for CIC are presented below. Only one additional adjustment is required. On January 31, 2018, CIC sold a parcel of land and received in return cash and a note receivable of $10,000, due January 31, 2019. The note carries interest at the rate of 8%, but interest has not been recorded for the current year. Record this adjustment by updating the accounting equation presented below.

Assume that CIC opts to borrow $800,000 under Option #2 presented above. Assume the borrowing takes place on January 1, 2019 as planned and no further transactions occur on that day. Add that transaction to the accounting equation below and then prepare a classified balance sheet for CIC for January 1, 2019.

  

Item

Cash

Accts   Rec

Inven-tory

Note   Rec

Truck

AccumDepr

Accts

Pay

Com

Stock

Ret   Earn

 

Bal

76,000

12,000

6,500

10,000

50,000

8,250

3,750

75,000

67,500

 

Adj Int

 

Bal 12/31

 

Borrow

 

Bal 1/1

  

   

  

Cowboy   Ice Cream, Inc.

Balance   Sheet

January   1, 2019

 

ASSETS

LIABILITIES

 

Current Assets:

Current Liabilities:

 

 

Total Current Liabilities

 

Long-term Liabilities

 

 

Total Long-term Liabilities

 

Total Current Assets

Total Liabilities

 

 

Long-term Assets

STOCKHOLDERS’ EQUITY:

 

 

 

Total Long-term Assets

Total Stockholders’ Equity

 

 

Total Assets

Total Liabilities & Stockholders’   Equity

  

Additional Example

On August 1, 2018 a company borrows $25,000 by signing a two-year note. The note has an 8% annual interest rate and matures on August 1, 2020. Interest and principal are paid in cash on the maturity date. 

Record all the transactions related to this loan. 

  

Transactions

Balance   Sheet

Income   Statement

Cash   Flow

 

Assets

Liabilities

Equity

 

Cash

Interest   Payable

Note   Payable

Retained   Earnings

Rev

Exp

Net   Income

Type

Amount

 

Balance on 7/1/18

$ 5,000

$ 5,000

 

8/1/18 – Borrow money

 

12/31/18 – Adjusting entry

 

12/31/19 – Adjusting entry

 

8/1/20 – Pay principal

 

8/1/20 – Pay interest

 

Balance on 8/31/20 

Net Change in Cash

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