ACCT 221 UMGC SEC Report General Electric Company

Instructions

SEC Paper & PPT Presentation Requirements

For your convenience, I am also reproducing these instructions along with a sample report for Costco.

Part I.

SEC 10-K Report Due Week 7: October 6

You will be asked to select a company that is publicly traded. You must research and secure the SEC 10-K Annual Report for the most recent year. This is often available at the company web site. Or the website for the Securities and Exchange Commission (SEC). Look for “Investor Information” or “Company Information”. Save the file to your computer for easy access in future. There is no need to print as the report is usually 100 pages or more.

1. Post the name of your company in the SEC 10-K company in the week 1 Discussion. See Week 1 Discussion Board for more detailed company selection requirements.

2. Each student must select a different company so read the company names selected by classmates. It is your responsibility to avoid duplication of names.

3. You will use this company for responding to Discussion assignments related to this SEC Project during the semester.

4. You will write a paper, single spaced, one- inch margins, 12- point font, with double space between paragraphs. Your paper should comment on the financial statements for your company as they relate to the information presented in this course. A prescribed format for presenting this paper with additional requirements is available at the end of this document. You MUST adhere to the format provided below; otherwise you will lose points.

5. Take care to avoid academic dishonesty. Write your paper, read it, and edit. Use your own words.

6. If you choose to include tables from outside sources, portions of the financial statements, etc., they must be in the Appendix and not in the main body of the paper. If you create your own table, you can include them in the body of the paper.

7. You will also be required to include links to the Income Statement, Balance Sheet and Cash Flow Statement as an attachment to your report.

8. APA style is required for overall format and for citations unless superseded by other requirements noted in the instructions here.

9. Ask questions if any of the requirements are unclear

10. Additional guidance for your paper and resources:

11. Please include a title page (include your name on the title page)

12. Include in text citations (business classes use APA format)

13. Your paper should use one-inch margins on the left, right, top, and bottom of each page, and font set at 12 points.

14. Take care to comply with the UMUC policy for academic honesty

15. Write your paper, in your own words, using accounting words from our textbook and explaining how these relate to the financial statements of your company

16. Your discussion postings related to your company during the semester should assist you in completing this paper

17. Visit the Accounting Toolbox in the Course Content of our Leo Classroom

18. The Accounting Toolbox is a constant resource in our UMUC undergraduate accounting courses

19. Links and explanations to assist you with this paper may appear in this resource

20. Please make sure you review carefully and ask questions if you have any.

SEE BELOW FOR FORMAT AND ADDITIONAL PROJECT REQUIREMENTS

Draft

SEC Report: 100 points

Name of your Company

Your name:

Course Title and Number

Professor’s Name

THE ABOVE INFORMATION SHOULD BE IN YOUR TITLE PAGE

PAGE 2: This page is the start of the main body of your paper. Your paper must have the section headings in bold and follow the same numbering sequence as below.

1. Introduction and Company Background Information (minimum ½ page) 5 points.

1. Discussion on Income Statement (minimum ½ page) 12 points

1. Discussion on Balance Sheet (minimum ½ page) 12 points

1. Discussion on Statement of Cash Flows (minimum ½ page) 12 points

V. Ratio Analysis (need a minimum of 4 ratios) 16 points. Computational support must be shown. Alternatively, if you found the ratios on a website, you can use it with the condition that you must cite your source here in this section as well as at the end of the paper along with other citations.

(1) Current Ratio: 1.1

Comments: You must briefly interpret the results in 1-2 sentences.

(2) Accounts Receivable Turnover 2.5

Comments: You must briefly interpret the results in 1-2 sentences

Note: The above ratios were provided for illustrative purposes only. You decide which ratios you wish to use. You must follow the format provided in the sample Costco report to avoid loss of points.

VI. Horizontal Analysis (need a minimum of 4 items-2 from Balance Sheet and 2 from Income Statement) 16 points

Account 2016 2015 Difference $ Difference %

1. Cash $1,050,000 1,000000 $50,000 5%
2. Accounts Receivable etc.

Comments: You can briefly interpret the results of each item or comment on all 4 items together. If you choose to comment on each item, your comments must immediately follow each item.

Note: The above accounts were provided for illustrative purposes only. You decide which accounts to analyze. You must follow the format provided in the sample Costco report to avoid loss of points.

VII. Vertical Analysis (need a minimum of 4 items-2 from Balance Sheet and 2 from Income Statement) 16 points

Note: The base accounts Sales or Total Assets or Total Liabilities & Stockholders’ Equity does not count as one of the two items although you need to include the base account used.

Eg. Income Statement

Base: Revenues $5,000,000

CGS $1,000,000/$5,000,000 =20%

Net Income: $2,000,000/$5,000,000=40%

Balance Sheet

Total Assets Base: 10,000,000.

1. Cash 1,000,000/10,000,000 = 10%.

2. Inventory: 2,000,000/10,000,000=20%.

Comments: You can briefly interpret the results of each item or comment on all 4 items together. If you choose to comment on each item, your comments must immediately follow each item.

Note: You must follow the format provided in the sample Costco report to avoid loss of points.

VIII. Conclusion (minimum ½ page) 5 points

IX. References: Minimum of three. 6 points

APA Format

Consult the library website for additional assistance

Submit only your work in our class – do not risk policy violations

Please be aware of the UMUC policy http://www.umuc.edu/policies/academicpolicies/aa15025.cfm It is important that all submissions in our class be completed by you, in your own words. Do not risk the fact or appearance of academic dishonesty. Please email me if you have any concerns on this issue. The goal is for you to complete the HW, postings, quizzes, exams, and submissions for this course including reports, power point files, and projects, in your own words to show your mastery of topics and concepts for our course.

All deliverables in our class should be single spaced with double spacing between paragraphs, written in your own words. Save your document with your name in the file name and upload your submission in LEO as r

PS I have attached a sample report here and in the Discussion Board for you to get an idea of what the final product should look like. The sample report is for your general guidance. Please consult the assignment instructions for specific assignment requirements