Note to the user:
This Word document provides a structured form template for preparing your responses to the questions in the annual report project. Simply complete the input required by the form. If you did not purchase the workbook you are not permitted to use this form template.
INTRODUCTION TO THE CORPORATE ANNUAL REPORT:
A Business Application with IFRS Content
3rd edition
.jpg” alt=”AAALogo”>
Copyright 2011 by Applied Accounting Analytics. All rights reserved. Reproduction or translation of this book beyond that permitted by the applicable copyright law without Applied Accounting Analytics permission is prohibited. Requests for permission to reprint or for further information should be directed to .
ISBN: 978-0-9841839-2-0
To be completed by the student and submitted with the completed annual report project according to your instructors requirements.
Complete the following form before you submit your assignment. This step is required to validate your compliance with sections 107 or 108 of the 1976 United States Copyright Act.
Remove the front cover of the workbook and identify:
Student Name: Arnold Bowleg
Term: Summer
Selected Company: WalMart
Instructor: Dr. Joung Kim
Print your completed electronic template.
Attach the following:
This page completed with all required information.
Completed Word form template. Form template boxes expand as you input responses.
Chapter 1 – Introduction
Select a Company and Gather Documents
Chapter 1: Select a Company and Gather Documents Question 1
Identify with an X the primary source of data for this project.
Click here to enter text.
Annual report to shareholders
Click here to enter text.
Annual report to shareholders with a letter from Chief Executive Officer and SEC Form 10-K as part of the annual report to shareholders. The annual report may include additional general company information.
Click here to enter text.
SEC Form 10-K and the company website.
Fill in the page numbers from the annual report where the following are located.
Required information for this workbook project.
Page No.
Required information for this workbook project.
Page No.
Financial Highlights
· Not absolutely necessary, but very common in annual report to shareholders.
· Not in SEC Form 10-K. May be posted on company website. If so put WEB in Page No. box.
· If not available, put N/A in Page No. box.
Click here to enter text.
Chief Executive Officer Letter
· May be labeled Presidents, CEOs or other top officials message or letter to the shareholders
· Not in SEC Form 10-K. Likely posted on company website if SEC Form 10-K used to satisfy the annual report to shareholders reporting requirement. If so put WEB in Page No. box.
Click here to enter text.
Managements Discussion and Analysis (MD&A)
Click here to enter text.
Notes to Financial Statements
· Put range of pages, for example, 47 to 58.
Click here to enter text.
Income Statement
May be labeled Statement of Earnings
Click here to enter text.
Report of Independent Accountants or Independent Auditors Report
Click here to enter text.
Balance Sheet
May be labeled Statement of Financial Position
Click here to enter text.
Five- or Ten-Year Summary of Operating Results
Item 6 in SEC Form 10-K
Click here to enter text.
Statement of Change in Stockholders Equity
Click here to enter text.
Managements
Report (Responsibility)on Internal Control over Financial Reporting
Item 9A. Control and Procedures in SEC 10-K
Click here to enter text.
Statement of Cash Flows
Click here to enter text.
Investor and Company Information or Shareholder Information
Click here to enter text.
Identify Why You Selected This Company
Chapter 1: Identify Why You Selected This Company Question 1
A) What is/are your motivation(s) or interest(s) in selecting this company?
[See above for examples.]
B) What question(s) are you seeking to answer?
[For example, is the company profitable? Can the company change and develop new products and services to be competitive? Would I invest in this company? Will the company provide rewarding career opportunities? In chapter 5 you will have pulled together the financial and nonfinancial information to answer these question(s).]
A)Click here to enter text.
B)Click here to enter text.
Company and Annual Report Essentials
Chapter 1: Company and Annual Report Essentials Question 1
What is the companys complete name?
Click here to enter text.
Chapter 1: Company and Annual Report Essentials Question 2
What is the address of your companys corporate headquarters?
Click here to enter text.
Chapter 1: Company and Annual Report Essentials Question 3
Identify the companys website address.
Click here to enter text.
Chapter 1: Company and Annual Report Essentials Question 4
Identify the telephone number and e-mail address of the companys Investor Relations Department.
Telephone number: Click here to enter text.
E-mail address: Click here to enter text.
Chapter 1: Company and Annual Report Essentials Question 5
Which stock exchange lists your company?
Click here to enter text.
Chapter 1: Company and Annual Report Essentials Question 6
What is your companys stock exchange trading symbol?
Click here to enter text.
Chapter 1: Company and Annual Report Essentials Question 7
What is your companys Standard Industrial Classification (SIC) and sector? Run a search on Standard Industrial Classification, and the classification and code will be identified. Your company may list more than one SIC code number. The first listed is considered the primary SIC for the company.
For example, search The Home Depot SIC brings up a listing of sources. InvestorWords is one website location option . Move down the page and you will find:
SIC Code: 5211
Sector: .investorguide.com/cgi-bin/sector.cgi?name=Basic_Materials”>Basic Materials, .investorguide.com/cgi-bin/sector.cgi?name=Construction”>Construction, .investorguide.com/cgi-bin/sector.cgi?name=Retail”>Retail
Industry: .investorguide.com/cgi-bin/industry.cgi?sic=5211″>Lumber and other building materials
Click here to enter text.
Chapter 1: Company and Annual Report Essentials Question 8
Locate the board of directors listing. How many board members does your company have?
Click here to enter text.
Chapter 1: Company and Annual Report Essentials Question 9
How many of the directors are company employees, labeled inside directors? And how many are non-company directors, labeled outside directors? Why does a company want and need outside directors?
(Inside and outside directors are typically identified as such by their title and company.)
Click here to enter text.
Chapter 1: Company and Annual Report Essentials Question 10
Leadership addresses the stockholders, typically, once a year at the annual stockholders meeting. Identify where and when this occurred, as reported in your annual report.
Click here to enter text.
Company Strategy andBusiness Environment
Chapter 1: Company Strategy and Business Environment Question 1
Review the chairmans message of your companys annual report. Does it appear to be uplifting or somewhat apologetic? Identify phrases that support your position.
Click here to enter text.
Chapter 1: Company Strategy and Business Environment Question 2
Check below the one primary company strategy identified in the chairmans message. Support your answer with phrases found in the chairmans message that pointed you to the identified corporate strategy.
Growth: VerticalClick here to enter text.
Horizontal Click here to enter text.
Concentric Click here to enter text.
Conglomerate Click here to enter text.
Stability Click here to enter text.
Retrenchment Click here to enter text.
Phrases to support your above conclusion:
Click here to enter text.
Chapter 1: Company Strategy and Business Environment Question 3
Briefly summarize the companys discussion found in Item 1 of SEC Form 10-K.
Type of business:
Click here to enter text.
Major business segments:
Click here to enter text.
Primary customers:
Click here to enter text.
Primary products and/or services:
Click here to enter text.
Other:
Click here to enter text.
Chapter 1: Company Strategy and Business Environment Question 4
Identify broad-based social, political, economic, and technological concerns that may affect your company. Put N/A if one of the categories does not apply.
Social:
Click here to enter text.
Political:
Click here to enter text.
Economic:
Click here to enter text.
Technological:
Click here to enter text.
Other:
Click here to enter text.
Wrap-up