HISTORICAL FINANCIAL STATEMENTS ASSIGNMENT INSTRUCTIONS OVERVIEW

 EXCEL PROJECT: HISTORICAL FINANCIAL STATEMENTS
ASSIGNMENT INSTRUCTIONS
OVERVIEW
Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash
Flows (Tabs 2-4)
INSTRUCTIONS

Choose
one
of
the
3
companies
listed
in
your
Instructor’s
Module
1:
Week
1
Excel
Project Announcement.

Go
to
the
Securities
and
Exchange
Commission’s
EDGAR
database
and
access
your
chosen
company’s
most
recent
Form
10-K
(annual
report).
  (
For
help
with
this
process,
see
the
Module
1:
Week
1
presentation,
“Downloading
Financial
Statements
from
the
SEC EDGAR Database.”
)

Create an Excel workbook, including data for your chosen company as follows:
o
The
1
st
tab
(worksheet)
in
your
Financial
Statement
Analysis
Template
must
be
labeled
Company
Information
.
The
following
information
must
be
included:

 
Company Name and ticker symbol

Industry

Products or services offered

Major competitors

An example of this tab is provided in Exhibit A.
o
The
2
nd
tab
in
your
Financial
Statement
Analysis
Template
must
be
labeled
Historical Income Statements
.

Include the latest
three years
based on SEC filings.

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name (Income Statements)

Financial Statement Dates
ACCT 370
Page
2
of
4

Denomination level ($s in millions or thousands, etc.)
o
The
3
rd
tab
in
your
Financial
Statement
Analysis
Template
must
be
labeled
Historical Balance Sheets.

Include
the
latest
three
years
based
on
SEC
(10-K)
filings.
  (
Note:
Some
10-Ks
only
provided
2
years
of
balance
sheet
data.
  You
may
need
to
download
the
second
most
recent
10-K
for
your
company
in
order
to
 
obtain 3 years of balance sheet data.)

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name

Financial Statement Dates

Denomination level ($s in millions or thousands, etc.)

A partial balance sheet example is provided in Exhibit B.
o
The
4
th
tab
in your Financial Statement Analysis Template must be labeled
Historical Statement of Cash Flows.

Include the latest
three years
based on SEC (10-K) filings.

Make sure that the Income Statement, Balance Sheet, and Cash Flows
Statement tie in as follows:

Net Income from Income Statement agrees with Net Income on
the Statement of Cash Flows.

Ending Cash Balance from Statement of Cash Flows agrees with
Cash in the Balance Sheet.

Ensure that the worksheet includes a header with:

Company Name

Financial Statement Name

Financial Statement Dates
ACCT 370
Page
3
of
4

Denomination level ($s in millions or thousands, etc.)
o
Other instructions:

The Excel workbook should be professionally formatted.  Professional
formatting includes:

All
numbers
are
formatted
similarly.
  The
use
of
decimals,
commas for thousands, and other formatting is consistent.

Dollar
signs
are
included
in
the
first
and
last
numbers
of
each
column.

Subtotals
and
totals
are
preceded
by
a
single
underline.
  Totals
are followed by a double underline.

All
extraneous
information
is
removed
from
the
spreadsheet.
Sometimes,
files
downloaded
from
the
SEC
website
contains
extra characters or other things that need to be deleted.  

Line
descriptions
are
indented/bolded
in
a
manner
that
makes
the spreadsheet easy to read.  

All
totals
and
subtotals
should
be
calculated
using
formulas
.
  For
an
example of which cells may need formulas, please see Exhibit B.
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool