Corporate Annual Report

Note
to the user:
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to the questions in the annual report project. Simply complete the input
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INTRODUCTION TO THE CORPORATE ANNUAL REPORT:

A Business Application with IFRS Content
3rd
edition
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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 instructor’s 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.

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Annual report to shareholders

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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.

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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.

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Chief Executive Officer Letter
·
May be labeled President’s, CEO’s or other top
official’s 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.

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Management’s Discussion and Analysis (MD&A)

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Notes to Financial Statements
·
Put range of pages, for example, 47 to 58.

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Income Statement
May
be labeled Statement of Earnings

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Report of Independent Accountants or Independent
Auditors’ Report

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Balance Sheet
May
be labeled Statement of Financial Position

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Five- or Ten-Year Summary of Operating Results
Item
6 in SEC Form 10-K

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Statement of Change in Stockholder’s Equity

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Management’s
Report (Responsibility)on Internal Control over Financial Reporting
Item
9A. Control and Procedures in SEC 10-K

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Statement of Cash Flows

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Investor and Company Information or Shareholder
Information

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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 company’s complete name?

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Chapter
1: Company and Annual Report Essentials – Question 2
What is the address of your company’s corporate
headquarters?

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Chapter
1: Company and Annual Report Essentials – Question 3
Identify the company’s website address.

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Chapter
1: Company and Annual Report Essentials – Question 4
Identify the telephone number and e-mail address
of the company’s 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?

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Chapter
1: Company and Annual Report Essentials – Question 6
What is your company’s stock exchange trading
symbol?

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Chapter
1: Company and Annual Report Essentials – Question 7
What is your company’s 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

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Chapter
1: Company and Annual Report Essentials – Question 8
Locate the board of directors listing. How many
board members does your company have?

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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.)

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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.

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Company Strategy andBusiness Environment

Chapter
1: Company Strategy and Business Environment – Question 1
Review the chairman’s message of your company’s annual
report. Does it appear to be uplifting or somewhat apologetic? Identify
phrases that support your position.

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Chapter
1: Company Strategy and Business Environment – Question 2
Check below the one primary company strategy
identified in the chairman’s message. Support your answer with phrases found
in the chairman’s 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:

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Chapter
1: Company Strategy and Business Environment – Question 3
Briefly summarize the company’s discussion found
in Item 1 of SEC Form 10-K.

Type of business:

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Major business segments:

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Primary
customers:

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Primary
products and/or services:

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Other:

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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:

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Political:

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Economic:

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Technological:

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Other:

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Wrap-up