Financial Statements Teacher Resources
Find Financial Statements educational ideas and activities
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Students engage in an introduction of financial statements for a partnership set up as a merchandising business. They review the need of financial statements and how to effectively read/use financial statements.
Students are introduced to how to successfully set up a propietorship. Individually, they complete a pre- and post-quiz to determine how much they know about the material. To end the lesson, they practice reading a financial statement from the previous year.
Using his example of a growing village bank, Sal (the narrator) explains the ins and outs of the banking business, mostly from the perspective of the banker. This point of view can be helpful for people who see the bank as an institution that simply holds money, without considering the costs and liabilities of said institution.
Students explore a company's financial performance. In this investing lesson, students discover how to look at a company's revenue and assess peformance. Students decide if they would like to invest in the company.
Young scholars use Monopoly to review the accounting cycle. They create their own transactions while playing Monopoly. Students produce the financial statements that will match the transactions of the game.
Students assess Monopoly to review and analyze the Accounting Cycle. They create their own transactions while playing Monopoly and then produce several financial statements while analyzing business transactions from various source documents in journal formats.
Pupils create a mock new business for which they design a PowerPoint presentation. They include company information, financial statements, graphs, advertising and management promotion pages in the final presentation.
Students collect financial statements from the district and study how money is spent now. They interview the superintendent, school board members and/or the district's financial officer.
Students collect financial statements from the district and find out what, if anything,is cut from athletics. Students investigate how many hope to use athletic scholarships next fall. Students interview students, their parents and coaches to find out how the scholarship search is going if your school has cancelled or cut back on athletics.
Making money in a company isn't a straightforward process as scholars discover in this clip on the basic income statement. Sal explains what this is and lays out a scenario showing the various subtractions a company makes from their revenue to get the money actually paid to owners. He incorporates variable and fixed costs to get the gross profit and then further subtracts for the operating profit, pre-tax profit, and net income. Learners view a simple balance sheet and explore the return on assets ratio as well as a return on equity percentage.
Introduce young economists to return on asset with this clip which begins with the various theories on calculating ROA. Sal writes out four formulas and explains why he uses the last one: EBIT divided by assets. He breaks down EBIT and contrasts it with operating profit, which is very similar and used in another formula. Sal makes a case for using EBIT to calculate ROA, and then briefly covers the significance of this percentage to investors. He also identifies the top and bottom line in his previous financial statement breakdown, using these numbers to explain why he doesn't use the other formulas. The next video outlines this choice in more detail.
Continuing from the last video on ROA, Sal further explains his choice of using EBIT to calculate return on assets. He uses two sample companies to illustrate this concept, giving each the same amount of assets. First, he calculates ROA based on EBIT or operating profit, explaining how this shows which company manages their assets most effectively. Next, he calculates using net income, showing scholars the effect of ROA based on a company's taxes and debt. He depicts this percentage as a "superficial" assessment, whereas using EBIT is an "intuitive" look at how a company manages assets.
Examine the role of the Securities Exchange Commission. Upper graders watch a short Bill Moyers video, analyze a political cartoon, complete a graphic organizer on the SEC, and develop SEC reform strategies to rebuild investor confidence.
An outstanding lesson plan on a person's right to have attorney's representation in a court case is here for your young learners of the law. Pupils read a lengthy account that spells out the laws regarding legal representation, then answer seven questions about what they have read. Then, they read a fictitious case study and give their opinions regarding how that person's case would be handled.
Students act as medical researchers and investigate the development of artificial heart, heart assist devices and other advancements in cardiology. They report their findings, both orally and visually, to their 'colleagues' at a conference.
Learners figure out the average salary of a Major League Baseball player, then identify MLB revenue sources in addition to ticket sales.
Ninth graders examine the steps necessary to start a business and how to maintain personal and business financial records. They participate in a class discussion, conduct Internet research comparing banks, complete various handouts, conduct an interview, and produce a written business plan.
In this identifying meanings of idioms online/interactive learning exercise, students choose idioms to replace the expressions in parentheses in sentences. Students choose 30 answers.
Tenth graders analyze the causes of the Great Depression. They analyze the causes and the consequences of the Dust Bowl. Pupils examine how the Great Depression helped change the role of the federal government in the American economy. Students examine the change approach to the Depression from the early years of the Hover Administration through the Second New Deal.
Tenth graders examine the impact of the Great Depression on the United States. In groups, they use the internet to research the causes of the Great Depression and the effects of the Dust Bowl. To end the lesson, they compare and contrast the federal government's role before and after the Great Depression.