accounting project

Complete the project using the company MedTronic. Follow all directions provided below and check that everything from the rubric is completed correctly.

RUBRIC
Bus 120 – Annual Report Project
Great
Good
Neutral
Part 1 – 10 points
possible
All parts are answered
correctly and all sources
cited using APA 7th edition includes all in-text citations
and reference page – no
point deduction
All parts were answered,
mostly correct and all sources
cited using APA 7th edition includes all in-text citations
and reference page – no more
than 2 points deducted
All parts were answered, some
information was incorrect
and/or there are sources
missing (includes both in-text
citations and reference page
Answers are missing or incorrect,
using APA 7th edition) – no
sources are missing – could have a
more than 3 points deducted
4-10 point deduction
Part 2 – 20 points
possible
Comparable & Common-size Comparable & Common-size
statements provided
statements provided that are Comparable & Common-size
accurately and completely
mostly accurate and complete statements provided – some
and submitted in proper
and submitted in proper
information is missing or not
format. Fonts and numerical format. Fonts and numerical submitted in proper format.
Comparable & Common-size
data is formatted
data are mostly consistent – All Fonts and numerical data are statements provided – Information
consistently – all sources
sources cited using APA 7th
mostly consistent – All sources is missing or not submitted in
cited using APA 7th edition edition – includes all in-text
cited using APA 7th edition proper format. Fonts and
and includes all in-text
citations and reference page – includes all in-text citations and numerical data is not consistent – No sources cited or suspected
citations and reference page – no more than 2 points
reference page – no more than some sources cited – could have a 4- plagiarism. All points deducted
no point deduction
deducted
3 points deducted
10 points deduction
– a zero will be received
Part 3 – 20 points
possible
Ratios are provided,
accurate, proper format, cell
formulas are used. All
sources cited – no point
deduction
Ratios are provided, most are
accurate, proper format, cell
formulas are used. All sources
cited – no more than 4 points
deducted
Deficiencies
No grade
No sources cited or suspected
plagiarism. All points deducted
– a zero will be received
Ratios are provided, more than Ratios are missing, more than 30%
25% are incorrect, formatting is are incorrect, formatting is
consistent, cell formulas are
inconsistent, cell formulas are not No sources cited or suspected
used. All sources cited – no
used. All sources cited – could have plagiarism. All points deducted
more than 6 points deducted
7-20 point deduction
– a zero will be received
All questions have been
All questions have been
answered completely and
answered and are mostly
thoroughly, proper grammar complete, proper grammar
used and all sources cited
used and all sources cited
using APA 7th edition using APA 7th edition Part 4 – 50 points
includes all in-text citations includes all in-text citations
possible (10 points per and reference page – no
and reference page – up to 5
question)
point deduction
points deducted
All questions have been
answered but may be
incomplete, proper grammar
has not been used and all
sources cited using APA 7th
edition – includes all in-text
citations and reference page up to 10 points deducted
Late Policy (Partial
submissions are not
considered as
submitted until final
piece is turned in)
Project (Excel & Written
Project (Excel & Written
Analysis) 4 days late = up to 60
Analysis) 2 days late = up to 75 Project (Excel & Written Analysis) 3 points out of 100 available. No
points out of 100 available
days late = up to 70 points out of
projects accepted after this
based on rubric.
100 available based on rubric.
time.
On time – deductions taken
will be according to rubric
Project (Excel & Written
Analysis) 1 day late = up to 80
points out of 100 available
based on rubric.
Questions have not been answered
or are incomplete, proper grammar
has not been used and sources
No sources cited or suspected
cited may be incomplete or missing plagiarism. All points deducted
– up to 45 points deducted
– a zero will be received
Annual Report Project
Individual Project
Fall 2023
DUE– December 8, 2023
During this term, you will participate in an annual report project. With this project you will learn
everything you can about one company using its annual report, the internet, the press, stock market
results, and so on. There are four parts to this project. The four parts constitute the project and are
considered your final exam. Therefore, all four parts are required; none are optional. The completed
project is required for you to pass the class with a grade of C or higher. The due date is listed
above. You will submit the project via Canvas by 11:59pm on due date. The file name MUST include
your company name.Bus 120 and your class section number. For example,
MedTronic.Bus120sec52XX.
For this semester, choose one of the companies listed below:
LIST:
Corning, Inc.
MedTronic
Southern Copper Corporation
Thermo-Fischer
Archer Daniels
The Project:
The first part is simply answering general questions about the company. This part is to be completed
using Microsoft Word and is worth 10 points.
The next two parts deal with the analysis of the company’s financial statements. This analysis is
summarized in Chapter 13 – Interpreting Financial Statements of the text. You will be using Microsoft
Excel and Word for these. Each of these parts is worth 20 points The use of someone else’s template or
formulas is still considered cheating. Do your own work!
The last part is a set of conclusion question which you will complete using Microsoft Word. This part is
worth 50 points.
Submission Requirements:
All parts are to be submitted via Canvas on or before the deadline as stated in the syllabus and on
Canvas Calendar. You will be submitting THREE files: one PDF file that is the company’s annual report
that you got from their website, one MS Word file and one MS Excel file. Your work parts will only be
accepted in Excel and Word format. Google links and/or invitations will not be accepted as submission.
When completing parts in Excel, it is expected that you will use proper formulas in all areas necessary
or the part will not be accepted and will then be considered late.
Your name and company name must also be typed on the left-hand corner of each part or added as a
header. Failure to do so will result in automatic point deductions.
(Please note: If you do not have access to MS Word and MS Excel, complete it using Google Docs and
Google Sheets. When you “save” the document, save it as an MS Word document and an MS Excel
spreadsheet.)
Use APA 7th edition format. Times New Roman, 12-point font. Must have one-inch margins, no less, no
more. Must cite all sources used including in-text citations and include a reference page. Your project
must include proper headings, cover page, and a table of contents. You DO NOT need an executive
summary.
Due Date: 12/8/2023 @ 11:59pm – up to 100 points (Submit on Canvas)
Late submissions (anything after 11:59pm on 12/8/2023):
12/09/2023 – can earn up to 80 points
12/10/2023 – can earn up to 75 points
12/11/2023 – can earn up to 70 points
12/12/2023 – can earn up to 60 points
12/13/2023 – can earn up to 50 points
NO papers will be accepted after December 13, 2023.
Failure to follow the directions completely will result in automatic point deductions.
DUE DATE:
December 8, 2023 @ 11.59pm – Submit in Canvas – Module – Project
Summary of items to be completed:
1. Cover page (APA 7th edition) in MS Word
2. Table of contents (APA 7th edition) in MS Word – see link below for help
3. MS Word document for parts 1, explanations for part 2, and part 4 (APA 7 th
edition for in-text citations and general formatting)
4. MS Excel Document for parts 2 and parts 3
5. Reference page in MS Word (APA 7th edition) – see link below for help
APA 7th Edition Guidelines: General Format – Purdue OWL® – Purdue University
Free citation generator (it has ads): Citation Machine®: Format & Generate – APA, MLA, &
Chicago
Part 1: Complete using MS Word (You can create it in Google Docs, then save it as a Word
Doc to submit)
1.
2.
3.
4.
5.
First, identify the company that you are going to use from the list above.
Email me the company name to get approval. DO NOT start the project before you get approval.
Go to the company website
Go to Investor Relations – Look for 2022 Annual Report and/or 10-K
Download and save the company’s 2022 Annual Report (It must be 2022, other years will not be
accepted) – For comparison purposes you will use 2022 and 2021.
Answer the following questions. Be sure to type the question and letter (A, B, C, etc.) first, skip a
line, and type your response. Answer the questions using complete sentences and do not “lift”
information from the report. Plagiarism will result in a zero for any part in this project. For
information about plagiarism, go to http://www.georgetown.edu/honor/plagiarism.html.
A. What is the Internet address of the company?
B. Identify the stock exchange(s) where the company’s stock trades.
C. What is the ticker symbol of the company?
D. What is the name of the company’s independent accountants (auditing firm).
E. What is the chief executive officer’s (CEO) name?
F. Where is the home office located?
G. Using your own words, write a description of the principal products and/or services that
the company provides.
H. What is the most recent price of the company’s stock? What is the date and source of
this price?
I. What is the most recent dividend paid? Was it for the quarter or for the year? What is
the date and source of this information?
Use Microsoft Word to complete this part.
Part 2: Complete using MS Excel & Word (You can create in Google Docs and Google
Sheets, then save it as an MS Word doc for Google Docs and an Excel sheet from Google Sheets to
submit)
In this part, you will begin analyzing your company’s financial statements. You will begin by
preparing horizontal (comparative statements) and vertical (common-size statements) analyses.
Comment on variances you notice between the two years being reviewed. In the third part, you will
be preparing ratio analysis. SEE CHAPTER 13 OF YOUR TEXTBOOK.
There are three parts to this part. The first two parts are to be completed using Microsoft Excel. If you
are not familiar with Excel or you need a refresher, go to http://www.usd.edu/trio/tut/excel for a tutorial.
Be sure to use Excel formulas in the cells where you are making computations. Typing computational
results in the cells is not acceptable and will result in zero points. Also, your name and the company
name must be typed in the left-hand corner or added as a header on ALL pages. If any component is
missing it will result in automatic point deductions.
The third part is to be completed using Microsoft Word. Comment on your findings of the horizontal
and vertical analysis. Bullet statements, outlines, and so forth are not acceptable and will result in zero
points. Be sure that you use good grammar, sentence structure, etc.
Also make sure that your writing is businesslike and professional. Your answers should be clear, concise,
and complete. Lastly, make sure that your answers are your own. Plagiarism will result in zero points
(see http://www.georgetown.edu/honor/plagiarism.html for information). If you need help with your
writing, visit the English Writing Center (http://www.grossmont.net/tutoring/ewc.asp).
I.
II.
Using Excel, prepare comparative financial statements (Balance Sheet and Income Statement)
for the two most recent years. Round amounts to the nearest one-tenth of a percent. This
section is worth ten points.
Using Excel, prepare common-size statements (Balance Sheet and Income Statement) for the
two most recent years. This section is worth ten points.
Part 3: Complete using MS Excel (You can create in Google Sheets and then save as an Excel
sheet to submit)
In ARP part #2, you prepared horizontal and vertical analysis. In this part, you will prepare ratio
analysis. Refer to Chapter 13 of the text for a summary of the ratios. You should also refer to the
chapters where the ratios were originally covered in the text.
For the past two years (2022 and 2021), calculate the following using Excel. If you are not familiar with
Excel or you need a refresher, go to http://www.usd.edu/trio/tut/excel for a tutorial. Be sure to use Excel
formulas in the cells where you are making computations. Typing computational results in the cells is not
acceptable and will result in zero points. Failure to do so will be an automatic deduction of ten points.
Failure to have your name and company name typed in the left-hand corner or added as a header on every
page will result in point deductions. This part is worth twenty points.
Liquidity and Efficiency – ALL RATIOS are in Chapter 13 in your textbook or e-book (Exhibit 13.16)
a. Current ratio
b. Acid-test ratio
c. Accounts receivable turnover
d. Inventory turnover
e. Days’ sales uncollected
f. Days’ sales in inventory
g. Total asset turnover
Solvency
a. Debt ratio
b. Equity ratio
c. Debt-to-equity ratio
d. Times interest earned
Profitability
a. Profit margin ratio
b. Gross margin ratio
c. Return on total assets
d. Return on common stockholders’ equity
e. Book value per common share
f. Basic earnings per share
Market Prospects
a. Price-earnings ratio
b. Dividend yield
Part #4 – Conclusions: Complete using MS Word (You can create in Google docs and
then save as an MS Word doc to submit.)
Each question is worth 10 points. Think about this as you answer each one!
Be sure to type the question (and number…1, 2, etc.), skip a line, and type your response. Answer the
questions using complete sentences. Bullet statements, outlines, and so forth are not acceptable and will
result in zero points. Be sure that you use good grammar, sentence structure, etc. Also make sure that
your writing is businesslike and professional. Your answers should be clear, concise, and complete.
Lastly, make sure that your answers are your own. Plagiarism will result in zero points (see
http://www.georgetown.edu/honor/plagiarism.html for information). If you need help with your writing,
visit the English Writing Center (http://www.grossmont.net/tutoring/ewc.asp).
1. Comment on your findings from the ratio analysis you performed in part #3 under Liquidity and
Efficiency, Solvency, Profitability, and Market Prospects. Be specific!
2. Identify what you believe to be the three strongest aspects of the corporation. These aspects are
not necessarily financial in nature; they could refer to the company’s competition, product, etc.
Do you believe the corporation will be able to maintain these strengths over the next few years?
Why or why not?
3. Identify what you believe to be the three weakest aspects of the corporation. As in question #2,
these are not necessarily financial in nature; they could refer to the company’s competition,
product, etc. In what way might these weaknesses be overcome?
4. Are you optimistic or pessimistic concerning the future of the corporation? What specific
corporate or industry characteristics influence your opinion? This question requires some
research to order to identify some of the characteristics that the company is facing with respect to
its industry. Be sure to cite your sources.
5. Would you invest in the capital stock of this corporation if you had sufficient funds? To answer
this question, assume you made an investment in this company in January 2010. Would your
investment have increased or decreased in value? Give specific data, including your ratio
analysis.
Please follow the submission guidelines as set forth in the Annual Report Project document.