Overview
Page 5a collects key financial data from your balance sheet. This information is crucial for analyzing financial health and stability metrics.
Before You Begin
Gather the following information:
Current and prior year balance sheets
Net asset statements
Debt schedules
Depreciation schedules
Capital expenditure records
Completing This Page
Assets and Net Assets
Enter net asset information:
Net Assets, prior fiscal year
Net Assets, current fiscal year
Unrestricted net assets
Temporarily restricted net assets
Long-Term Assets and Debt
Enter key balance sheet items:
Long Term Debt
Net investment in plant
Accumulated Depreciation
Capital Information
Enter capital-related data:
Capital Expenditures
Temporarily restricted net assets for plant additions
Special Considerations
Ensure consistency with audited financial statements
Include all long-term debt obligations
Properly classify restricted and unrestricted assets
Tips for Success
Cross-reference with financial statements
Verify current year matches previous year's ending balance
All fields auto-save as you enter data
Support
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