Preparing a Balance Sheet and Ratio Analysis

Given the following data:

2001

2000

Cash

$300,000

$340,000

Retained earnings

?

?

Accounts payable

20,000

11,000

Wages payable

7,000

5,000

Interest payable

10,000

30,000

Bonds payable

40,000

100,000

Mortgage payable

60,000

300,000

Invested capital

500,000

600,000

Accounts receivable

37,500

118,000

Inventories

55,000

87,000

Fixed assets, net

165,000

320,000

Required

a. Rearrange these data into classified balance sheets.

b. Find the missing Retained Earnings amounts necessary to balance each balance sheet.

c. Evaluate the firm’s liquidity, using the ratios described in this chapter.

d. Calculate the firm’s asset management and debt management ratios. Evaluate the results.