Iowa Wholesale Beer Distributors  Association Annual Meeting        FEBRUARY 9, 2012         DES MOINES, IOWA
Stephen Larson, AdministratorIowa Alcoholic Beverages Division
IowaABD.com
Class E Licensees as of 1.31.12• 1013 active Class E licensees• 250 are C-Stores• 160 Class E Licensees added since July• ...
Market Trends & Convenience Store AnalysisMarket Trends & Convenience Store AnalysisSales by Category         CATEGORY    ...
FY12 Financial Highlights                              FY 12 FINANCIAL HIGHLIGHTS                                     July...
FY12 Financial Highlights 12 vs 11TRANSFERS TO OTHER ENTITIESGeneral Fund                  $40,000,000   $38,500,000   $1,...
Beer and Wine FY10 - 12                       Actual           Transfers        Actual           Transfers        Actual  ...
Strategic Initiatives1. Comprehensive review to maximize revenues   through the efficient delivery of services2. Re-struct...
Strategic Initiatives1. Comprehensive review of how ABD delivers ALL   services2. In depth analysis of traditional and   n...
Alcohol Compliance Section - StatisticsInvestigations                               January 2012   Fiscal Year-to-DateNumb...
Alcohol Compliance Section - StatisticsTop 3 Violations1. No records on licensed premises2. Illegal Credit3. Advertising b...
Online Training Program      I-PACT.com
IowaABD.com
Legislative Update Agency Pre-Filed Bill      SSB 3101
Legislative Update              SF 2089Infusion / Rectifying / Manufacturing     on a licensed retail premises
NABCA Resourceswww.NABCA.org
QUESTIONS?
ABD Contact InformationDoug Webb, Deputy Director of Administration(515) 281-7444 • Webb@IowaABD.comStephanie Strauss, Gov...
IowaABD.com
THANK YOU!
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ABD Update

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Presentation given to the Iowa Wholesale Beer Distributors Association at their Annual Meeting on February 9, 2012, by ABD Administrator Stephen Larson.

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ABD Update

  1. 1. Iowa Wholesale Beer Distributors Association Annual Meeting FEBRUARY 9, 2012 DES MOINES, IOWA
  2. 2. Stephen Larson, AdministratorIowa Alcoholic Beverages Division
  3. 3. IowaABD.com
  4. 4. Class E Licensees as of 1.31.12• 1013 active Class E licensees• 250 are C-Stores• 160 Class E Licensees added since July• 747 Active Class E Licensees as of May 24, 2011• 45 Class E Licensees have cancelled since May 24, 2011
  5. 5. Market Trends & Convenience Store AnalysisMarket Trends & Convenience Store AnalysisSales by Category CATEGORY Dollars R12 TY Dollars R12 LY Change Bottles R12 TY Bottles R12 LY Change WHISKIES $68,286,231 $61,238,806 11.51% 4,605,748 4,251,872 8.32% VODKAS $54,775,354 $48,653,457 12.58% 5,182,916 4,666,100 11.08% CORDIALS AND LIQUEURS $37,649,251 $34,887,865 7.92% 2,909,181 2,732,117 6.48% RUMS $34,951,841 $33,616,591 3.97% 2,679,147 2,574,209 4.08% TEQUILA $13,447,131 $12,790,328 5.14% 820,788 776,087 5.76% BRANDIES $8,815,045 $8,420,666 4.68% 995,024 959,935 3.66% GINS $7,162,237 $6,932,352 3.32% 720,494 708,679 1.67% COCKTAILS $6,087,041 $5,427,366 12.15% 560,222 509,060 10.05% DECANTERS AND SPECIALTY $1,343,545 $1,285,220 4.54% 72,165 71,154 1.42% ALCOHOLS $642,391 $639,547 0.44% 53,580 54,998 -2.58% HIGH PROOF BEER $2,571 $218,520 -98.82% 24 76,913 -99.97% $233,162,639 $214,110,720 8.90% 18,599,289 17,381,124 7.01% Bottles R12 Sales by Size Bottle Size Dollars R12 TY Dollars R12 LY Change TY Bottles R12 LY Change 50ml $1,050,371 $834,031 25.94% 121,506 99,959 21.56% 200ml $3,363,872 $3,048,923 10.33% 936,812 873,526 7.24% 375ml $9,087,186 $7,999,776 13.59% 1,520,464 1,400,793 8.54% 750ml $89,348,549 $76,694,047 16.50% 6,926,366 6,172,282 12.22% 1 liter $69,568,360 $68,484,489 1.58% 5,080,483 5,004,474 1.52% 1.75 liter $59,571,563 $56,057,179 6.27% 3,832,614 3,663,522 4.62% Other $1,172,739 $992,274 18.19% 181,044.00 166,568.00 8.69% $233,162,639 $214,110,720 8.90% 18,599,289 17,381,124 7.01%Convenience Store Number of Bottles per Sales Sales Month Total Sales Total Bottles Licensees Sales per Licensee Licensee July $ 1,038,360 94,579 141 $ 7,364 670.77 August $ 606,722 63,093 183 $ 3,315 344.77 September $ 827,251 86,513 193 $ 4,286 448.25 October $ 867,576 84,932 207 $ 4,191 410.30 November $ 868,542 84,454 225 $ 3,860 375.35 December $ 1,117,119 108,899 231 $ 4,836 471.42 $ 5,325,570 522,470 231 $ 23,054 2,261.77
  6. 6. FY12 Financial Highlights FY 12 FINANCIAL HIGHLIGHTS July - DecemberREVENUES CHANGE FY 2012 FY 2011 Amount PercentLiquor Sales $127,398,252 $115,721,961 $11,676,291 10.09%Beer Tax (Regular & Native) 6,200,501 6,723,822 (523,321) (7.78%)License Fees 5,971,748 5,236,159 735,589 14.05%Wine Tax (Regular & Native) 3,161,366 3,021,923 139,443 4.61%General Appropriation 638,188 742,660 (104,472) (14.07%)Tobacco Transfers 453,830 116,389 337,441 289.93%Bailment Fee 928,159 636,731 291,428 45.77%Split Case Fee 662,591 327,281 335,310 102.45%Other Revenue 1,103,476 925,182 178,294 19.27%TOTAL REVENUES $146,518,111 $133,452,108 $13,066,003 9.79%EXPENSES CHANGELiquor Purchases $84,267,774 $76,708,897 $7,558,877 9.85%Warehousing Contract 2,974,355 2,147,595 826,760 38.50%Office Expenses 669,403 787,518 (118,115) (15.00%)Tobacco Expenses 232,948 244,855 (11,907) (4.86%)Other Expenses 737,760 675,348 62,412 9.24%TOTAL EXPENSES $88,882,240 $80,564,213 $8,318,027 10.32%REVENUE OVER EXPENSES $57,635,871 $52,887,895 $4,747,976 8.98%
  7. 7. FY12 Financial Highlights 12 vs 11TRANSFERS TO OTHER ENTITIESGeneral Fund $40,000,000 $38,500,000 $1,500,000 3.90%Beer Tax 6,190,719 6,723,822 (533,103) (7.93%)Substance Abuse 7,800,000 7,350,000 450,000 6.12%Local Authorities 1,677,659 1,643,457 34,202 2.08%Sub. Abuse for Sunday Sales 851,000 842,000 9,000 1.07%Tobacco Civil Penalties 17,400 50,100 (32,700) (65.27%)Alcohol Civil Penalties 79,020 75,000 4,020 5.36%Economic Development 127,336 100,974 26,362 26.11%Air Carrier Tax 101 141 40 252.50%TOTAL TRANSFERS $56,743,275 $55,285,393 $1,457,882 2.64%
  8. 8. Beer and Wine FY10 - 12 Actual Transfers Actual Transfers Actual Transfers Cummulative % Variance BEER TAX FY 2010 To Date FY 2011 To Date FY 2012 To Date Variance YTDJuly $ - $ - $ - $ -August $ 1,439,287 $ 1,439,287 $ 1,368,375 $ 1,368,375 $ 1,315,032 $ 1,315,032 $ (53,343) -3.90%September $ 1,255,877 $ 2,695,163 $ 1,375,665 $ 2,744,040 $ 1,439,834 $ 2,754,866 $ 10,826 0.39%October $ 1,337,416 $ 4,032,580 $ 1,244,301 $ 3,988,341 $ 1,277,282 $ 4,032,148 $ 43,807 1.10%November $ 1,103,185 $ 5,135,764 $ 1,119,551 $ 5,107,892 $ 1,028,470 $ 5,060,618 $ (47,274) -0.93%December $ 1,071,928 $ 6,207,692 $ 1,615,930 $ 6,723,822 $ 1,130,100 $ 6,190,719 $ (533,104) -7.93%January $ 1,319,837 $ 7,527,529 $ 747,125 $ 7,470,947 $ -February $ 897,393 $ 8,424,922 $ 773,734 $ 8,244,681 $ -March $ 954,969 $ 9,379,892 $ 980,739 $ 9,225,420 $ -April $ 1,135,405 $ 10,515,296 $ 1,115,027 $ 10,340,448 $ -May $ 1,207,876 $ 11,723,172 $ 1,155,186 $ 11,495,633 $ -June $ 1,259,256 $ 12,982,428 $ 1,338,949 $ 12,834,583 $ -+60 $ 1,493,972 $ 14,476,400 $ 1,437,540 $ 14,272,122 $ - Beer Total $ 14,476,400 $ 14,476,400 $ 14,272,122 $ 14,272,122 $ WINE TAXJuly $ - $ - $ - $ -August $ 471,122 $ 471,122 $ 502,993 $ 502,993 $ 473,381 $ 473,381 $ (29,612) -5.89%September $ 556,176 $ 1,027,298 $ 495,443 $ 998,436 $ 545,247 $ 1,018,628 $ 20,192 2.02%October $ 445,578 $ 1,472,877 $ 452,090 $ 1,450,526 $ 469,644 $ 1,488,273 $ 37,747 2.60%November $ 842,526 $ 2,315,403 $ 848,261 $ 2,298,787 $ 888,332 $ 2,376,605 $ 77,818 3.39%December $ 556,255 $ 2,871,658 $ 149,595 $ 2,448,381 $ 667,207 $ 3,043,811 $ 595,430 24.32%January $ 672,890 $ 3,544,548 $ 1,220,585 $ 3,668,966 $ -February $ 377,485 $ 3,922,033 $ 423,033 $ 4,091,999 $ -March $ 471,220 $ 4,393,253 $ 556,705 $ 4,648,704 $ -April $ 532,073 $ 4,925,327 $ 435,715 $ 5,084,419 $ -May $ 527,348 $ 5,452,674 $ 566,474 $ 5,650,893 $ -June $ 480,977 $ 5,933,651 $ 567,612 $ 6,218,505 $ -+60 $ 516,659 $ 6,450,310 $ 584,505 $ 6,803,010 $ - Wine Total $ 6,450,310 $ 6,450,310 $ 6,803,010 $ 6,803,010 $Total TAX $ 20,926,710 $ 21,075,133 $ $ 62,326 0.68%
  9. 9. Strategic Initiatives1. Comprehensive review to maximize revenues through the efficient delivery of services2. Re-structuring of ABD for efficiency and greater return on investment3. Cultivate relationships and build partnerships4. Increase compliance and regulatory clarity5. Educational and outreach programs
  10. 10. Strategic Initiatives1. Comprehensive review of how ABD delivers ALL services2. In depth analysis of traditional and nontraditional distribution models3. Focus on education, compliance and prevention
  11. 11. Alcohol Compliance Section - StatisticsInvestigations January 2012 Fiscal Year-to-DateNumber of Complaints Received 31 115Number of Investigations Completed 29 96Number of Founded Investigations 12 56Number of Unfounded Investigations 17 40Number of Pending Investigations 19Routine Compliance ChecksChecks Completed 12 213Number Compliant 9 148Number Non-Compliant 3 65Action TakenEducational Letter 9 93Warning - Verbal 2 7Phone Call - Educational 1 1Sent to AG for Review: 3 18 7 of the 15 settled 2 of 15 dismissed 6 of 15 pendingWaivers Granted (3 restroom; 1 Wine Ports) 0 4Ownership Updated 0 2Law Enforcement Training by Investigators 5 35
  12. 12. Alcohol Compliance Section - StatisticsTop 3 Violations1. No records on licensed premises2. Illegal Credit3. Advertising brands outside of premises
  13. 13. Online Training Program I-PACT.com
  14. 14. IowaABD.com
  15. 15. Legislative Update Agency Pre-Filed Bill SSB 3101
  16. 16. Legislative Update SF 2089Infusion / Rectifying / Manufacturing on a licensed retail premises
  17. 17. NABCA Resourceswww.NABCA.org
  18. 18. QUESTIONS?
  19. 19. ABD Contact InformationDoug Webb, Deputy Director of Administration(515) 281-7444 • Webb@IowaABD.comStephanie Strauss, Government Relations(515) 281-7432 • Strauss@IowaABD.comTonya Dusold, Communications Director(515) 281-7420 • Dusold@IowaABD.comKaren Freund, Deputy Director of Regulatory Affairs(515) 281-7414 • Freund@IowaABD.com
  20. 20. IowaABD.com
  21. 21. THANK YOU!

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