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TEAM FIELD MISSION – Independent Balance Sheet Extraction
TEAM FIELD MISSION – Independent Balance Sheet Extraction
In the micro-exercises above, we walked through the reports step-by-step together. Now it is time to test your skills on your own! Working independently within your team, open your company's 2025 Balance Sheet, complete your Printed Master Worksheet, and submit your final numbers via the Google Form below.
STEP 1: OBTAIN THE ANNUAL REPORT
STEP 1: OBTAIN THE ANNUAL REPORT
Find your company's latest Consolidated Annual Report online and open it on your phone.
(Hint): Where to look?
(Hint): Where to look?
Scroll to the very bottom of your company’s homepage. Look for sections like "Investor Relations", then navigate to "Financial Results" or "Periodic Reports". Download the full Annual Report (or 10-K for US companies) in PDF format.
Still did'nt find? OBTAIN THE ANNUAL REPORT HERE
STEP 2: MASTER LAB - DATA MINING
STEP 2: MASTER LAB - DATA MINING
Navigate through the PDF to find the balance sheet. Transcribe the required figures into SECTION A of your printed Worksheet. Don't guess – use the glossary below if you are unsure about the terminology!
(Hint): How to find the Balance Sheet and translate terms?
(Hint): How to find the Balance Sheet and translate terms?
Use the search function (magnifying glass) in your PDF and type "Consolidated Statement of Financial Position" or "Balance Sheet". It is usually located in the first half of the report.
Remember the layout differences! US companies (US GAAP) start their asset list with the most liquid items, putting Cash at the very top. European companies (IFRS) start with the least liquid assets, putting fixed assets like machinery at the top.
Glossary of traps:
Cash is often listed as "Cash and cash equivalents".
Fixed Assets in a manufacturing company are usually called "Property, Plant and Equipment" (PP&E).
Right-of-use assets (arising from leases) – treat them as part of your Non-current assets.
STEP 3: CALCULATIONS AND INSIGHTS
STEP 3: CALCULATIONS AND INSIGHTS
Complete SECTIONS B and C on your printed Worksheet. Double-check your math! Remember that accounting involves estimates, such as management deciding the useful life of a machine. Consider how this flexibility might affect your non-current assets.
STEP 4: SUBMIT YOUR REPORT
STEP 4: SUBMIT YOUR REPORT
Is your Worksheet complete? Submit your team's findings to the Crisis Center using the form below. Your results will appear on the main screen shortly.
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