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Lecture Accounting principles (8th edition) – Chapter 13: Corporations: Organization and capital stock transactions

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In this chapter, the learning objectives are: Discuss and account for the formation of a partnership, explain how to account for net income or net loss of a partnership, explain how to account for the liquidation of a partnership.

Chapter 13-1 CHAPTER  CHAPTER 13 13 CORPORATIONS: ORGANIZATION AND CAPITAL STOCK TRANSACTIONS Accounting Principles,  Eighth Edition Chapter 13-2 Study Objectives Study Objectives Identify the major characteristics of a corporation Differentiate between paid­in capital and retained earnings Record the issuance of common stock Explain the accounting for treasury stock Differentiate preferred stock from common stock Prepare a stockholders’ equity section Compute book value per share Chapter 13-3 Corporations: Organization and       Capital Stock  Corporations: Organization and       Capital Stock  Transactions Transactions The TheCorporate Corporate Form Formof of Organization Organization Accounting Accounting for for Common Common Stock StockIssues Issues Accounting Accounting for forTreasury Treasury Stock Stock Preferred Preferred Stock Stock Characteristic s Formation Issuing par value stock Issuing nopar stock Issuing stock for services or noncash assets Purchase of treasury stock Disposal of treasury stock Dividend preferences Liquidation preference Stockholder rights Stock issue considerations Corporate capital Chapter 13-4 Statement Statement Presentation Presentation and andAnalysis Analysis Presentation Analysis—Book value per share The Corporate Form of Organization The Corporate Form of Organization An entity separate and distinct from its owners Classified by Ownership Classified by Purpose Not­for­Profit Publicly held For Profit Privately held  Salvation Army  American Cancer Society  Gates Foundation Chapter 13-5     McDonald’s Ford Motor Company PepsiCo Google  Cargill Inc Characteristics of a Corporation Characteristics of a Corporation Characteristics that distinguish corporations from proprietorships and  partnerships Separate Legal Existence Limited Liability of Stockholders Transferable Ownership Rights Advantages Ability to Acquire Capital Continuous Life Government Regulations Additional Taxes Disadvantages Corporate Management Chapter 13-6 LO 1  Identify the major characteristics of a corporation Characteristics of a Corporation Characteristics of a Corporation Characteristics that distinguish corporations from proprietorships and  partnerships Separate Legal Existence Limited Liability of Stockholders Transferable Ownership Rights Corporation acts under its  own name rather than in  the name of its  stockholders Ability to Acquire Capital Continuous Life Government Regulations Additional Taxes Corporate Management Chapter 13-7 LO 1  Identify the major characteristics of a corporation Characteristics of a Corporation Characteristics of a Corporation Characteristics that distinguish corporations from proprietorships and  partnerships Separate Legal Existence Limited Liability of Stockholders Transferable Ownership Rights Limited to their  investment Ability to Acquire Capital Continuous Life Government Regulations Additional Taxes Corporate Management Chapter 13-8 LO 1  Identify the major characteristics of a corporation Characteristics of a Corporation Characteristics of a Corporation Characteristics that distinguish corporations from proprietorships and  partnerships Separate Legal Existence Limited Liability of Stockholders Transferable Ownership Rights Shareholders may sell their  stock Ability to Acquire Capital Continuous Life Government Regulations Additional Taxes Corporate Management Chapter 13-9 LO 1  Identify the major characteristics of a corporation Characteristics of a Corporation Characteristics of a Corporation Characteristics that distinguish corporations from proprietorships and  partnerships Separate Legal Existence Limited Liability of Stockholders Transferable Ownership Rights Ability to Acquire Capital Continuous Life Corporation can obtain  capital through the  issuance of stock Government Regulations Additional Taxes Corporate Management Chapter 13-10 LO 1  Identify the major characteristics of a corporation Accounting for Common Stock Issues Accounting for Common Stock Issues BE13­5  Kane Inc.’s $10 par value common stock is actively traded at a  BE13­5  market value of $15 per share.  Kane issues 5,000 shares to purchase land  advertised for sale at $85,000. Journalize the issuance of the stock in  acquiring the land Land  (5,000 x $15) Chapter 13-33 75,000 Common stock  (5,000 x $10)    50,000 Paid­in capital in excess of par 25,000 LO 3  Record the issuance of common stock Accounting for Treasury Stock Accounting for Treasury Stock Common Stock Common Stock Paid­in Capital Paid­in Capital Account Account Preferred Stock Preferred Stock Paid­in Capital in  Paid­in Capital in  Excess of Par Excess of Par Account Account Account Account Two Primary Sources  of Equity Retained Earnings Retained Earnings Account Account Less: Less: Treasury Stock Treasury Stock Account Account Chapter 13-34 LO 4  Explain the accounting for treasury stock Accounting for Treasury Stock Accounting for Treasury Stock Treasury stock ­ corporation’s own stock that it has reacquired from  shareholders, but not retired Corporations purchase their outstanding stock: To reissue the shares to officers and employees under bonus and stock  compensation plans To enhance the stocks market value.  To have additional shares available for use in the acquisition of other  companies To increase earnings per share.  To rid the company of disgruntled investors, perhaps to avoid a takeover Chapter 13-35 LO 4  Explain the accounting for treasury stock Accounting for Treasury Stock Accounting for Treasury Stock Purchase of Treasury Stock • Debit Treasury Stock for the price paid to reacquire the  shares •Treasury stock is a contra stockholders’ equity account, not  an asset •Purchase of treasury stock reduces stockholders’ equity Chapter 13-36 LO 4  Explain the accounting for treasury stock Accounting for Treasury Stock Accounting for Treasury Stock Illustration:  UC Company originally issued 15,000 shares of $1 par,  common stock for $25 per share.  Record the journal entry for the following  transaction: On April 1st the company reacquired 1,000 shares for $28 per share Treasury stock (1,000 x $28)  Cash   Chapter 13-37 28,000 28,000 LO 4  Explain the accounting for treasury stock Accounting for Treasury Stock Accounting for Treasury Stock Stockholders’ Equity with Treasury stock UC Company Balance Sheet (partial) Stockholders' equity Paid-in capital Common stock, $1 par, 15,000 issued and 14,000 outstanding Paid-in capital in excess of par Retained earnings Total paid-in capital and retained earnings Less: Treasury stock (1,000 shares) Total stockholders' equity $ 15,000 360,000 200,000 575,000 28,000 $ 547,000 Both the number of shares issued (15,000), outstanding (14,000), and the number of  shares held as treasury (1,000) are disclosed Chapter 13-38 LO 4  Explain the accounting for treasury stock Accounting for Treasury Stock Accounting for Treasury Stock Sale of Treasury Stock Above Cost  Below Cost Both increase total assets and stockholders’ equity.  Chapter 13-39 LO 4  Explain the accounting for treasury stock Accounting for Treasury Stock Accounting for Treasury Stock Above Cost Illustration:  UC Company originally issued 15,000 shares of $1 par,  common stock for $25 per share.  On February 10, UC acquired 500 shares  of its stock at $28 per share.  Record the journal entry for the following  transaction: On June 1, UC sold 500 shares of its treasury stock for $30 per share Cash  (500 x $30)  15,000 Treasury stock (500 x $28)  Paid­in capital treasury stock                      1,000 Chapter 13-40    14,000 LO 4  Explain the accounting for treasury stock Accounting for Treasury Stock Accounting for Treasury Stock Below Cost Illustration:  UC Company originally issued 15,000 shares of $1 par,  common stock for $25 per share.  On February 10, UC acquires 500 shares  of its stock for $28 per share and on May 15 sold 200 shares of treasury for  $29 per share. Record the journal entry for the following transaction: On October 15, UC sold the remaining 300 shares of its treasury stock for  $24 per share Cash  (300 x $24)  7,200 Paid­in capital treasury stock     200 Retained earnings 1,000 Treasury stock (300 x $28)                     8,400 Chapter 13-41 Limited  to  balance  on hand LO 4  Explain the accounting for treasury stock Preferred Stock Preferred Stock Features often associated with preferred stock Preference as to dividends Preference as to assets in liquidation Nonvoting Accounting for preferred stock at issuance is similar to that for  common stock Chapter 13-42 LO 5  Differentiate preferred stock from common stock Preferred Stock Preferred Stock BE13­7  Acker Inc. issues 5,000 shares of $100 par value preferred stock  for cash at $130 per share. Journalize the issuance of the preferred stock Cash  (5,000 x $130) 650,000 Preferred stock  (5,000 x $100)    500,000 Paid­in capital in excess of par –     Preferred stock 150,000 Preferred stock may have a par value or no­par value Chapter 13-43 LO 5  Differentiate preferred stock from common stock Preferred Stock Preferred Stock Dividend Preferences Right to receive dividends before common stockholders Per share dividend amount is stated as a percentage of the  preferred stock’s par value or as a specified amount Cumulative dividend – holders of preferred stock must be paid  their annual dividend plus any dividends in arrears before  common stockholders receive dividends Chapter 13-44 LO 5  Differentiate preferred stock from common stock Statement Analysis and Presentation Statement Analysis and Presentation Illustration 13­12 Chapter 13-45 LO 6  Prepare a stockholders’ equity section Statement Analysis and Presentation Statement Analysis and Presentation Analysis Book Value Per  Share  = Total Stockholders’ Equity * Number of                           Common Shares  Outstanding Book value per share generally does not equal market value per share * When a company has preferred stock, the preferred stockholders claim on net  assets must be deducted from total stockholders’ equity Chapter 13-46 LO 7  Compute book value per share Copyright Copyright “Copyright © 2008 John Wiley & Sons, Inc. All rights reserved. Reproduction or  translation of this work beyond that permitted in Section 117 of the 1976 United  States Copyright Act without the express written permission of the copyright owner  is unlawful. Request for further information should be addressed to the Permissions  Department, John Wiley & Sons, Inc. The purchaser may make back­up copies for  his/her own use only and not for distribution or resale. The Publisher assumes no  responsibility for errors, omissions, or damages, caused by the use of these programs  or from the use of the information contained herein.” Chapter 13-47 ... Compute book value per share Chapter 13-3 Corporations:? ?Organization? ?and? ?     ? ?Capital? ?Stock? ? Corporations:? ?Organization? ?and? ?     ? ?Capital? ?Stock? ? Transactions Transactions The TheCorporate Corporate Form Formof of Organization. .. LO 3  Record the issuance of common? ?stock Accounting? ?for Treasury? ?Stock Accounting? ?for Treasury? ?Stock Common? ?Stock Common? ?Stock Paid­in? ?Capital Paid­in? ?Capital Account Account Preferred? ?Stock Preferred? ?Stock Paid­in? ?Capital? ?in ... Organization Organization Accounting Accounting for for Common Common Stock StockIssues Issues Accounting Accounting for forTreasury Treasury Stock Stock Preferred Preferred Stock Stock Characteristic

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