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#financial-statements

Financial Statements

Understand and prepare balance sheets, income statements, and cash flow reports

Private School Bookkeeping: Deferred Tuition and Fund Accounting Explained
·mike

Private School Bookkeeping: Deferred Tuition and Fund Accounting Explained

Private school tuition is an exchange transaction under ASC 606, not a donation, so tuition collected before the school year starts must be booked as deferred revenue and recognized ratably over 10 or 12 months, while donor-restricted gifts follow separate ASC 958 rules.

nonprofit
revenue-recognition
accrual-accounting
Apple's Best March Quarter Ever: $111.2B Revenue, a New $100B Buyback, and Retained Earnings Turn Positive Again
·mike

Apple's Best March Quarter Ever: $111.2B Revenue, a New $100B Buyback, and Retained Earnings Turn Positive Again

Apple's Q2 FY2026 revenue reached $111.2 billion (+17% YoY) with expanding margins across every geographic segment, and a new $100 billion buyback authorization pushed retained earnings positive for the first time since fiscal 2021. Full income statement and balance sheet, FY2021-Q2 FY2026, in a public Beancount ledger.

financial-reporting
financial-analysis
financial-statements
NVIDIA Q1 FY2027: $81.6B Revenue, and $15.9B of Net Income That Isn't From Chips
·mike

NVIDIA Q1 FY2027: $81.6B Revenue, and $15.9B of Net Income That Isn't From Chips

NVIDIA's Q1 FY2027 revenue hit $81.6B (+85% YoY) and net income $58.3B (+211%), but $15.9B of that profit came from marking up its equity portfolio, not selling chips — core net income is closer to $42.4B. The quarter also retired the five-segment breakout for two platforms, Data Center (92% of revenue) and Edge Computing. Full income statement and balance sheet, FY2024–Q1 FY2027, in a public Beancount ledger.

financial-reporting
financial-analysis
financial-statements
Structural Engineering Firm Bookkeeping: PoC Revenue, WIP, and E&O Tail Coverage
·mike

Structural Engineering Firm Bookkeeping: PoC Revenue, WIP, and E&O Tail Coverage

Structural engineering firms should recognize revenue by design-phase completion under GAAP percentage-of-completion (schematic 15–20%, design development 25–30%, construction documents 35–40%, construction administration 10–15%), track unbilled work-in-process separately from AR, and reserve for claims-made E&O tail coverage that can run 100–300% of an annual premium.

accounting
consulting
financial-management
Tesla Q1 2026: Margins Hit a 5-Quarter High While Deliveries Keep Falling — and a New $25B+ Capex Guide Rattled the Stock
·mike

Tesla Q1 2026: Margins Hit a 5-Quarter High While Deliveries Keep Falling — and a New $25B+ Capex Guide Rattled the Stock

Tesla's Q1 2026 revenue reached $22.4 billion (+16% YoY) with automotive gross margin hitting a 5-quarter high of 19.2% ex-regulatory-credits, but a capex guidance raise to over $25 billion and a $2.0 billion SpaceX equity stake sent the stock down 3.56% despite the earnings beat. Full income statement and balance sheet, FY2021-Q1 2026, in a public Beancount ledger.

financial-reporting
financial-analysis
financial-statements
Airbnb FY2025 Earnings: A $12 Billion Platform Pays Full Price for Its Second Act
·mike

Airbnb FY2025 Earnings: A $12 Billion Platform Pays Full Price for Its Second Act

Airbnb closed FY2025 with $12.2B revenue (+10.3%), $2.5B net income, and a net margin down 3.4 points as it funded services, experiences, and hotels while repurchasing $3.8B in stock. A bull-vs-bear analysis backed by an open double-entry Beancount ledger covering FY2023 through Q1 2026.

airbnb
open-ledger
beancount
FASB ASU 2024-03: What the New Expense Disaggregation Disclosure Rule Means for Your Business
·mike

FASB ASU 2024-03: What the New Expense Disaggregation Disclosure Rule Means for Your Business

FASB's ASU 2024-03 (nicknamed DISE) requires public companies to break income statement expenses like compensation, depreciation, and inventory purchases into footnote detail starting with fiscal years after December 15, 2026, and private companies preparing for a sale, loan, or IPO should get their chart of accounts ready now.

financial-reporting
financial-statements
compliance
Microsoft FY2026 Q3: Azure Hits 40% Growth as the $190 Billion Capex Bet Compounds
·mike

Microsoft FY2026 Q3: Azure Hits 40% Growth as the $190 Billion Capex Bet Compounds

Microsoft's FY2026 Q3 revenue rose 18.3% to $82.9B with net income up 23.1% to $31.8B, while Azure re-accelerated to 40% growth — but gross margin compressed for a third straight quarter (69.1% → 68.0% → 67.6%) as capex tracks toward $190B for calendar 2026. Full income statement and balance sheet, FY2020–FY2026 Q3, in a public Beancount ledger.

financial-reporting
financial-analysis
financial-statements
SpaceX's First Public Earnings: Starlink's $11.4B Profit Machine Is Bankrolling a $6.4B AI Bet
·mike

SpaceX's First Public Earnings: Starlink's $11.4B Profit Machine Is Bankrolling a $6.4B AI Bet

SpaceX's IPO filing shows FY2025 revenue of $18.7B (+33%) and a $4.9B net loss — Starlink earned a $4.4B operating profit at a 38.8% margin while the AI segment (X and xAI) lost $6.4B on $3.2B of revenue and consumed $12.7B of capex. A bull-vs-bear analysis backed by an open double-entry Beancount ledger covering FY2023 through Q1 2026.

open-ledger
beancount
plain-text-accounting
GPU Depreciation Schedules Explained: How Neoclouds Turn One Accounting Estimate Into Billions in Profit
·mike

GPU Depreciation Schedules Explained: How Neoclouds Turn One Accounting Estimate Into Billions in Profit

CoreWeave depreciates GPU servers over 6 years, Lambda over 5, and Nebius over 4 — a difference in useful-life estimates that can shift reported profit by tens of millions of dollars per 10,000-GPU fleet without any cash changing hands, and sits at the center of Michael Burry's $176 billion overstated-depreciation claim against major AI infrastructure spenders.

depreciation
assets
financial-statements
Contributed Services in Nonprofit Accounting: ASC 958-605 Recognition Guide
·mike

Contributed Services in Nonprofit Accounting: ASC 958-605 Recognition Guide

Under ASC 958-605, a nonprofit recognizes contributed services at fair value only when the work created or enhanced a nonfinancial asset, or required a specialized skill the organization would otherwise have paid for and the volunteer actually holds that credential — general volunteer hours, however valuable, stay off the books and out of Form 990.

nonprofit
financial-reporting
financial-statements
Natural vs. Functional Expense Classification: How Nonprofits Build the Form 990 Statement of Functional Expenses
·mike

Natural vs. Functional Expense Classification: How Nonprofits Build the Form 990 Statement of Functional Expenses

Since ASU 2016-14, every nonprofit filing a full Form 990 must allocate expenses across program, management and general, and fundraising using a reasonable, consistent methodology — here's how time studies, square footage, and headcount allocation actually work, and the five mistakes that draw auditor scrutiny.

nonprofit
financial-reporting
expense-allocation
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