Author: Joyce Buda


Accounting Program Overview: SEC 10K Report Project for ACCT 321  
In Cost Accounting, the SEC 10K project focuses on cost-related accounts and disclosures found in the financial statements and disclosure of the SEC 10K Report of a manufacturing corporation.  Using knowledge learned in prior accounting courses, students compare and contrast the SEC 10K Report of a manufacturing to a non-manufacturing corporation.
ACCT 321: Cost Accounting//SEC 10K Project Requirements 
This SEC 10-K project challenges students to review, analyze, and interpret financial statements and disclosures of a corporation headquartered in the U.S.  To simulate processes used by practicing accountants, students present analyses and findings to the class and participate in a peer review process.  The final deliverables include the following: a paper, spreadsheet, and presentation file.  
Outcomes:  Analyze, interpret, and prepare a report on a U.S. publicly traded manufacturing corporation using its most current SEC 10K report. 
Competencies: Review components of SEC 10K Report, analyze financial statements, compare and contrast with SEC 10K Report of non-manufacturing corporation, and interpret results. 
Assessments: Assessments will include three documents: a paper, spreadsheet, and presentation. 
1.  Microsoft Word document:
Copy and paste key financial statements into your word document
They do not affect page count
You may find graphics in the SEC 10-K that illustrate topics
These items will assist readers as they review your paper:
         Identify highlights of your financial analysis, and contrast to a non-manufacturing (or manufacturing) corporation's financial statements using your OWN WORDS.
         What do you learn about the company?
         What areas are changing and may be opportunities for cost control and improved profits
         Pricing and Sales:  how are sales changing? While the SEC 10-K may not reveal details (consider competitive advantage versus required disclosure)
         As sales change, how does gross profit and net income change?
         Vertical analysis, comparatively, from year to year, is helpful
         Estimated length: five to seven (5-7) pages
         1 inch margins top & bottom; 1 to 1.25 inches on left & right sides
         Line spacing: single spacing with double spacing between paragraphs
         Font size: 12 CPI
         Font style: Times New Roman 

See More
Try a College Course Free

Sophia’s self-paced online courses are a great way to save time and money as you earn credits eligible for transfer to over 2,000 colleges and universities.*

Begin Free Trial
No credit card required

26 Sophia partners guarantee credit transfer.

226 Institutions have accepted or given pre-approval for credit transfer.

* The American Council on Education's College Credit Recommendation Service (ACE Credit®) has evaluated and recommended college credit for 21 of Sophia’s online courses. More than 2,000 colleges and universities consider ACE CREDIT recommendations in determining the applicability to their course and degree programs.