AP Assorted Finance

Departmental Corporation Analysis

Parts I-IV: Financial Analyst

Parts V-VI: Corporate Tax Preparer
Parts VII-VIII: Audit/Assurance Accountant
Parts IX-X: Corporation Filing Associate

Part I: Selection

Select a corporation which both interests you and provides adequate work for you to complete. The criteria for
corporation selection is as follows.

 Must be publically traded in the United States of America on either NYSE or NASDAQ.
 No OTC corporations will be accepted.
 The corporations IPO must not be later than the year 1993.
 The corporation must be registered with the SEC and have a quarterly filing from FY-2018.
 The corporation must be audited quarterly.

After selecting a corporation, complete a proper finance proposition, and have your teacher confirm and sign the
proposition.

Part II: Analysis

Carefully analyze the following documents for your corporation.

 Form 10-K, FY-2017

 Supplement to Form 10-K, FY-2017
 Form 10-Q or Q1 for FY-2018
 Supplement to Quarterly Filings
 Accounted Cash Flow (if applicable)
 Investment Status Statement (if applicable)

By analyzing these documents, you should be able to find the following information.

 Full Earnings, FY-2017

 Quarterly Earnings, Q1-2018, FY-2018
 Accounting Firm of Audit
 Hedge-Fund of Purchase
 Stock Information (Common, Preferred)
 Deficit/Insolvency (if applicable)
 Ownership of Side Corporations

Part III: Valuation of Securities

Use Google/Yahoo Finance, NASDAQ, or any other informational site for stock information.
The following information must be collected on top of basic information.

 Initial Public Offering (IPO)

 Price to Earnings (P/E) Ratio
 Earnings Per Share (EPS)
 Activity (since IPO, last year, last month)
 Shares Outstanding
Part IV: Affixed Compilation

Compile all of the information that you have saved in the set computer system in a spreadsheet.
The information must be neatly, clearly, and easily legible for credit. The correctness of the information will be carefully
and thoroughly evaluated.

Part V: Fixation of Tax Income

View the corporations Form 10-K and find the section regarding tax.
Have the necessary information in the IRS filing.

 Tax Money Income

 Tax Money Payments
 Tax Volume
 Tax Percentage (by state)