{"id":11260,"date":"2023-03-30T00:44:02","date_gmt":"2023-03-30T00:44:02","guid":{"rendered":"https:\/\/www.goodacademic.com\/blog\/questions\/choose-one-of-the-3-companies-listed-in-your-instructors-module-1-week-1-excel-project-announcement-%ef%82%b7-go-to-the-securities-and-exchange-commissions-edgar-database-and-acces\/"},"modified":"2023-03-30T00:44:02","modified_gmt":"2023-03-30T00:44:02","slug":"choose-one-of-the-3-companies-listed-in-your-instructors-module-1-week-1-excel-project-announcement-%ef%82%b7-go-to-the-securities-and-exchange-commissions-edgar-database-and-acces","status":"publish","type":"questions","link":"https:\/\/www.goodacademic.com\/blog\/questions\/choose-one-of-the-3-companies-listed-in-your-instructors-module-1-week-1-excel-project-announcement-%ef%82%b7-go-to-the-securities-and-exchange-commissions-edgar-database-and-acces\/","title":{"rendered":"Choose one of the 3 companies listed in your Instructor\u2019s Module 1: Week 1 Excel Project Announcement. \uf0b7 Go to the Securities and Exchange Commission\u2019s EDGAR database and access your chosen company\u2019s most recent Form 10-K (annual report) \u201c"},"content":{"rendered":"<p>Choose one of the 3 companies listed in your Instructor\u2019s Module 1: Week 1 Excel Project<\/p>\n<div>Announcement.\n<\/div>\n<div>\uf0b7 Go to the Securities and Exchange Commission\u2019s EDGAR database and access your\n<\/div>\n<div>chosen company\u2019s most recent Form 10-K (annual report). (For help with this process,\n<\/div>\n<div>see the Module 1: Week 1 presentation, \u201cDownloading Financial Statements from the SEC\n<\/div>\n<div>EDGAR Database.\u201d)\n<\/div>\n<div>\uf0b7 Create an Excel workbook, including data for your chosen company as follows:\n<\/div>\n<div>o The 1st tab (worksheet) in your Financial Statement Analysis Template must be\n<\/div>\n<div>labeled Company Information. The following information must be included:\n<\/div>\n<div>\uf0a7 Company Name and ticker symbol\n<\/div>\n<div>\uf0a7 Industry\n<\/div>\n<div>\uf0a7 Products or services offered\n<\/div>\n<div>\uf0a7 Major competitors\n<\/div>\n<div>\uf0a7 An example of this tab is provided in Exhibit A.\n<\/div>\n<div>o The 2nd tab in your Financial Statement Analysis Template must be labeled\n<\/div>\n<div>Historical Income Statements.\n<\/div>\n<div>\uf0a7 Include the latest three years based on SEC filings.\n<\/div>\n<div>\uf0a7 Ensure that the worksheet includes a header with:\n<\/div>\n<div>\uf0b7 Company Name\n<\/div>\n<div>\uf0b7 Financial Statement Name (Income Statements)\n<\/div>\n<div>\uf0b7 Financial Statement Dates\n<\/div>\n<div>\uf0b7 Denomination level ($s in millions or thousands, etc.)\n<\/div>\n<div>o The 3rd tab in your Financial Statement Analysis Template must be labeled\n<\/div>\n<div>Historical Balance Sheets.\n<\/div>\n<div>\uf0a7 Include the latest three years based on SEC (10-K) filings. (Note: Some 10-\n<\/div>\n<div>Ks only provided 2 years of balance sheet data. You may need to download\n<\/div>\n<div>the second most recent 10-K for your company in order to obtain 3 years of\n<\/div>\n<div>balance sheet data.)\n<\/div>\n<div>\uf0a7 Ensure that the worksheet includes a header with:Choose one of the 3 companies listed in your Instructor\u2019s Module 1: Week 1 Excel ProjectCompany Name\n<\/div>\n<div>\uf0b7 Financial Statement Name\n<\/div>\n<div>\uf0b7 Financial Statement Dates\n<\/div>\n<div>\uf0b7 Denomination level ($s in millions or thousands, etc.)\n<\/div>\n<div>\uf0a7 A partial balance sheet example is provided in Exhibit B.\n<\/div>\n<div>o The 4th tab in your Financial Statement Analysis Template must be labeled\n<\/div>\n<div>Historical Statement of Cash Flows.\n<\/div>\n<div>\uf0a7 Include the latest three years based on SEC (10-K) filings.\n<\/div>\n<div>\uf0a7 Make sure that the Income Statement, Balance Sheet, and Cash Flows\n<\/div>\n<div>Statement tie in as follows:\n<\/div>\n<div>\uf0b7 Net Income from Income Statement agrees with Net Income on the\n<\/div>\n<div>Statement of Cash Flows.\n<\/div>\n<div>\uf0b7 Ending Cash Balance from Statement of Cash Flows agrees with\n<\/div>\n<div>Cash in the Balance Sheet.\n<\/div>\n<div>\uf0a7 Ensure that the worksheet includes a header with:\n<\/div>\n<div>\uf0b7 Company Name\n<\/div>\n<div>\uf0b7 Financial Statement Name\n<\/div>\n<div>\uf0b7 Financial Statement Dates\n<\/div>\n<div>\uf0b7 Denomination level ($s in millions or thousands, etc.)\n<\/div>\n<div>o Other instructions:\n<\/div>\n<div>\uf0a7 The Excel workbook should be professionally formatted. Professional\n<\/div>\n<div>formatting includes:\n<\/div>\n<div>\uf0b7 All numbers are formatted similarly. The use of decimals, commas\n<\/div>\n<div>for thousands, and other formatting is consistent.\n<\/div>\n<div>\uf0b7 Dollar signs are included in the first and last numbers of each\n<\/div>\n<div>column.\n<\/div>\n<div>\uf0b7 Subtotals and totals are preceded by a single underline. Totals are\n<\/div>\n<div>followed by a double underline.\n<\/div>\n<div>\uf0b7 All extraneous information is removed from the spreadsheet.\n<\/div>\n<div>Sometimes, files downloaded from the SEC website contains extra\n<\/div>\n<div>characters or other things that need to be deleted.\n<\/div>\n<div>\uf0b7 Line descriptions are indented\/bolded in a manner that makes the\n<\/div>\n<div>spreadsheet easy to read.\n<\/div>\n<div>\uf0a7 All totals and subtotals should be calculated using formulas. For an\n<\/div>\n<div>example of which cells may need formulas, please see Exhibit B.\n<\/div>\n<div>Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.<\/div>\n<div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Choose one of the 3 companies listed in your Instructor\u2019s Module 1: Week 1 Excel Project Announcement. \uf0b7 Go to the Securities and Exchange Commission\u2019s EDGAR database and access your chosen company\u2019s most recent Form 10-K (annual report). (For help with this process, see the Module 1: Week 1 presentation, \u201cDownloading Financial Statements from the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"disciplines":[759],"paper_types":[],"tagged":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions\/11260"}],"collection":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions"}],"about":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/types\/questions"}],"author":[{"embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/comments?post=11260"}],"version-history":[{"count":0,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/questions\/11260\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/media?parent=11260"}],"wp:term":[{"taxonomy":"disciplines","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/disciplines?post=11260"},{"taxonomy":"paper_types","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/paper_types?post=11260"},{"taxonomy":"tagged","embeddable":true,"href":"https:\/\/www.goodacademic.com\/blog\/wp-json\/wp\/v2\/tagged?post=11260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}