- Choose a company in which you are interested. Your company must be a Fortune 500 company and it must be traded on a national stock exchange (NYSE, NASDAQ). If you want to look at a list of possibilities, go to www.fortune.com, which has a list of the Fortune 500 companies.
- You will have an easier time if you do NOT choose a foreign owned company, public utility, financial institution (bank) or brokerage firm, or an insurance company.
- Download a copy of the annual report or 10-K. You will be referring to it constantly and taking screen shot to complete all parts of this project. (See below for how to get the annual report.)
- Do not create a new or separate document to answer these questions; just complete this document that I have provided. Almost all the information for this project should come from your company?s annual report (or 10-K).
- Throughout all the parts of the project, information is requested from specific pages in the annual report. You will need to take a readable screenshot or picture of the page(s) requested and insert it in this document where requested.
- If you need help taking a screenshot please watch this video: https://youtu.be/EoTpIYLBtKs
- If you need help cropping, or sizing, a screenshot please watch this video: https://youtu.be/BkeBauCpuUg
- When a question asks you to explain, describe, analyze, etc., use complete sentences and well-organized paragraphs.
ANNUAL REPORT PROJECT STUDENT NAME: General project instructions: Please read this document carefully, if you submit the assignment incorrectly and are asked to resubmit it for any reason, it will be considered as at least one day late. Choose a company in which you are interested. Your company must be a Fortune 500 company and it must be traded on a national stock exchange (NYSE, NASDAQ). If you want to look at a list of possibilities, go to www.fortune.com, which has a list of the Fortune 500 companies. You will have an easier time if you do NOT choose a foreign owned company, public utility, financial institution (bank) or brokerage firm, or an insurance company. Download a copy of the annual report or 10-K. You will be referring to it constantly and taking screen shot to complete all parts of this project. (See below for how to get the annual report.) Do not create a new or separate document to answer these questions; just complete this document that I have provided. Almost all the information for this project should come from your company's annual report (or 10-K). Throughout all the parts of the project, information is requested from specific pages in the annual report. You will need to take a readable screenshot or picture of the page(s) requested and insert it in this document where requested. If you need help taking a screenshot please watch this video: https://youtu.be/EoTpIYLBtKs If you need help cropping, or sizing, a screenshot please watch this video: https://youtu.be/BkeBauCpuUg When a question asks you to explain, describe, analyze, etc., use complete sentences and well-organized paragraphs. Part 1 (20 pts.) (Use the same company for all parts of the project.) Obtain the Annual Report for your company Obtain and download an annual report, or a Form 10-K, for your Fortune 500 Company. If you have a choice between an annual report and a Form 10-K, use the annual report. A useful resource is fortune.com. This site provides links to the Web sites of Fortune 500 companies. The easiest way to obtain a company's annual report is to Google the company plus \"annual report\". For example, if my company was Walmart, I would Google, \"Walmart annual report\". Make sure to select the most recent year's annual report. 1. Name of company chosen: ___________________________________ (You will use the same company for all parts of the project) 2. Year of the annual report: ______________ 3. Information about the company: a. Describe the nature of the company's business. b. List the company's primary products or services (use brand names where available). c. What is the address of the company's corporate headquarters? d. What is the address of the company's Web site? e. Who is the chairman of the company's board of directors? f. Who is the company's CEO? 4. Provide the following market data: a. On what stock exchange is the company's stock traded? b. What is the ticker symbol for the company? c. What was the price of the company's stock at the end of one day during this past week? Price: _______________________ Date: ______________________ Overview of annual report 5. Locate the following areas of your annual report and note the page number(s) of each: a. FIVE-YEAR SUMMARY OF SELECTED FINANCIAL DATA. This contains several key numbers that will be required in future assignments. Page(s) ____________ (Insert screen shot of your answer here.) b. MANAGEMENT DISCUSSION AND ANALYSIS. This section discusses operating results, industries in which the company operates, financing and investing activities, significant events, trends and developments. Page(s) ________ (Insert screen shot of page 1 of your answer here.) c. THE FINANCIAL STATEMENTS AND NOTES TO THE FINANCIAL STATEMENTS. This section contains the balance sheet (also called statement of financial position), income statement, statement of cash flows and statement of stockholders' equity. The accompanying notes, as indicated at the bottom of each of the above statements, are an integral part of the financial statements. The financial statements cannot be understood without reference to the notes. You will use these in the remaining parts of the project: Balance Sheet Page________ What were the company's total assets for the most recent year? ____________ (Insert screen shots of the balance sheet here.) Income Statement Page________ What were the company's gross revenues for the most recent year? ________________ (Insert screen shots of the income statement here.) Statement of Cash Flows Page_______ What was the company's net change in cash for the most recent year? ________________ (Insert screen shots of the statement of cash flows here.) Statement of Stockholders' Equity Page_______ What was the company's ending balance for the most recent year? ________________ (Insert screen shots of the statement of stockholder's equity here.) Notes to the financial statements: Summary of significant accounting policies Note #_____ Page_______ Long-term debt Note #_____ Page_______ Plant Assets (aka Property, Plant & Equipment) Note #_____ Page_______ Commitments and contingencies Note #_____ Page_______ (Insert screen shots of the beginning of each note here.) d. MANAGEMENT REPORT ON INTERNAL CONTROL (Insert screen shots of first page here.) Page_______ e. THE INDEPENDENT AUDITOR'S REPORTS. The independent auditors may issue two reports or combine them into one report. If there are two, one report should discuss internal controls and the other should discuss the financial statements. REPORT ON INTERNAL CONTROL Page_______ (Insert screen shot of your answer here.) REPORT ON THE FINANCIAL STATEMENTS (Insert screen shot of your answer here.) Page_______ How to submit this assignment: Complete and submit this document in Canvas on or before the due date. Do not create a new document.
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Skip To Content Dashboard Account Dashboard Courses Calendar 0 Inbox Help Close Object 1 My Dashboard ACCT&202 - 0398 Assignments ARP Part 1 Fall 2016 Home Announcements McGraw-Hill Connect Discussions Grades People Library ARP Part 1 Due Oct 2 by 11:59pm Points 20 Submitting a file upload File Types doc, docx, and pdf Available until Oct 6 at 11:59pm This assignment was locked Oct 6 at 11:59pm. Download and complete the document below. Do NOT create a new document, just complete this one. Please read the document carefully, if you submit the assignment incorrectly and are asked to resubmit it for any reason, it will be considered as at least one day late. Insert your readable screen shots into the appropriate places indicated in the document. ARP Part 1.docx 1475477940 10/02/2016 11:59pm Rubric true true 1580911 Can't change a rubric once you've started using it. Find a Rubric Title: Find Rubric Keep in mind that 39 students have already been assessed using this rubric. Changing it will affect their evaluations. Annual Report Project-Part 1 You've already rated students with this rubric. Any major changes could affect their assessment results. Criteria Annual Report Project-Part 1 Ratings Information about the company was completed. 268152_2010 [ Select ] view longer description 1. Student used correct informational source 2. Student Save this comment for reuse identified appropriate page threshold: pts Edit criterion description [ Select ] Information about market Pts pts / 2.0 pts -- pts / 1.0 pts Criteria Ratings data was completed. 268152_2565 view longer description 1. Student used correct informational source 2. Student Save this comment for reuse identified appropriate page threshold: pts Edit criterion description Five-year Summary of Selected Financial Data was identified [ Select ] and screen shot included. 268152_6176 Save this comment for reuse view longer description threshold: pts Edit criterion description Management Discussion & Analysis was correctly identified and [ Select ] readable screen shot included. 268152_1437 Save this comment for reuse view longer description threshold: pts Edit criterion description Balance Sheet was identified and readable screen shot included. 268152_7178 view longer description threshold: pts Edit criterion description Income Statement was identified and readable screen shot included. 268152_8063 view longer description threshold: pts Edit criterion description [ Select ] Your screen shot is to small to verify your number. Save this comment for reuse -- pts / 1.0 pts -- pts / 1.0 pts -- pts / 2.0 pts -- [ Select ] The income statement is only on page 39 and shows r The income statement show pts revenue and expenses to a You've identified / 2.0 pts Gross Margin, not gross revenue. You've listed -Operating income, which is not gross Save this comment for reuse Statement of Stockholders' [ Select ] Equity identified and readable screen shot included. 268152_6346 Save this comment for reuse view longer description threshold: pts Edit criterion description Statement of Cash Flows [ Select ] You've given the "Cash and Cash was identified and readable screen shot Equivalents, End of included. 268152_7740 view longer description Save this comment for reuse threshold: pts Edit criterion description [ Select ] Summary of significant Pts pts / 2.0 pts -- pts / 2.0 pts -- pts / 1.0 pts Criteria Ratings accounting policies note was identified and readable screen shot included. 268152_3072 Save this comment for reuse view longer description threshold: pts Edit criterion description Long-term debt note was identified and readable screen shot included. 268152_9704 view longer description threshold: pts Edit criterion description Plant Assets note was identified and readable screen shot included. 268152_6923 view longer description threshold: pts Edit criterion description Commitments and contingencies note was identified and readable screen shot included. 268152_7219 view longer description threshold: pts Edit criterion description Management report on internal controls was correctly identified with a readable screenshot. 538992_5271 view longer description threshold: pts Edit criterion description Independent auditor's report on internal controls was correctly identified with a readable screenshot. 538992_3683 view longer description threshold: pts Edit criterion description Independent auditor's report on financial statements was correctly identified with a readable screenshot. 538992_9336 view longer description threshold: pts [ Select ] Save this comment for reuse Pts -- pts / 1.0 pts -- [ Select ] This is better seen in Note #3, on page pts 53. / 1.0 pts -Save this comment for reuse [ Select ] Save this comment for reuse [ Select ] Save this comment for reuse [ Select ] Independent auditor's report on internal controls i You have identified the auditor's report on financi You have switch these. You are showing the report pts / 1.0 pts -- pts / 1.0 pts -- pts / 1.0 pts -- Save this comment for reuse pts [ Select ] The auditors have combined the reports into one rep The independent auditors on / 1.0 pts -financial statements is Save this comment for reuse Criteria Ratings Pts Edit criterion description Description of criterion view longer description threshold: 5 pts Edit criterion description Full Marks No Marks 5 pts blank 0 pts blank_2 Edit rating Delete Edit rating Delete rating Add new rating Add new rating category rating category after current rating after current rating This area will be used by the assessor to leave comments related to this criterion. pts / 5 pts -- Total Points: 20.0 out of 20.0 Criterion Find Outcome I'll write free-form comments when assessing students Use this rubric for assignment grading Cancel Update Description Additional Comments: Cancel Update Comments Additional Comments: Rubric Can't change a rubric once you've started using it. Find a Rubric Title: Find Rubric Title You've already rated students with this rubric. Any major changes could affect their assessment results. Title Criteria Ratings Pts Description of criterion view longer description threshold: 5 pts Edit criterion description Full Marks No Marks 5 pts blank 0 pts blank_2 Edit rating Delete rating Edit rating Delete rating Add new rating category Add new rating category after current rating after current rating This area will be used by the assessor to leave comments related to this criterion. pts / 5 pts -- Criteria Ratings Description of criterion view longer description threshold: 5 pts Edit criterion description Full Marks No Marks 5 pts blank 0 pts blank_2 Edit rating Delete rating Edit rating Delete rating Add new rating category Add new rating category after current rating after current rating Pts This area will be used by the assessor to leave comments related to this criterion. pts / 5 pts -- Total Points: 5 out of 5 Criterion Find Outcome I'll write free-form comments when assessing students Use this rubric for assignment grading Hide score total for assessment results Cancel Create Rubric Previous Previous: Reading an Annual Report Next Next: ARP Part 2 fc5c00f2-f435-47a6-98b6-d2a5d552fdc9 In order to create video or audio recordings your computer needs to be webcam-enabled. If you don't have a webcam on your computer, you can still record audio-only messages by first installing the Google Video Chat plugin. Install the Video Plugin Don't have a webcam