An Updated Measure of Poverty: (Re)Drawing the Line (2023)

Chapter: Appendix 6B: SPM/PPM Resource Components - Availability in the CPS-ASEC and ACS

Previous Chapter: Appendix 6A: SPM/PPM Threshold Components - Availability in the CE Interview Survey/Taken from Other Sources
Suggested Citation: "Appendix 6B: SPM/PPM Resource Components - Availability in the CPS-ASEC and ACS." National Academies of Sciences, Engineering, and Medicine. 2023. An Updated Measure of Poverty: (Re)Drawing the Line. Washington, DC: The National Academies Press. doi: 10.17226/26825.

Appendix 6B

SPM/PPM Resource Components—Availability in the CPS-ASEC and ACS

ComponentCPS-ASECACS
REQUIRED FOR CURRENT SPM AND RECOMMENDED PPM
HOUSEHOLD/FAMILY COMPOSITIONRequired to determine poverty unit for resource estimation/applicable poverty thresholdRequired to determine poverty unit for resource estimation/applicable poverty threshold
Family type, number of adults and children, etc.YES (detailed information on family relationships)YES (but limited information, which makes it more difficult to establish SPM units; see Fox et al. (2020)
HOUSING TENURECurrent SPM: Required to determine applicable poverty threshold and subsidies (renters); PPM: Required to impute implicit rent (owners)Current SPM: required to determine applicable poverty threshold and subsidies (renters); PPM: Required to impute implicit rent (owners)
TenureYES (owned without mortgage; owned with mortgage [including home equity loan]; rented; no cash rent)YES (owned without mortgage; owned with mortgage [including home equity loan]; rented; no cash rent)
MONEY INCOMEReference period—prior calendar year (except where noted)Reference period—prior 12 months (except where noted)
Earnings (gross)YESYES
Self-employment (net)YESYES
Unemployment compensationYES (federal/state; supplemental; union)Included in All Other income category
Worker’s compensationYESAll Other
Social SecurityYESYES
SSIYESYES
DisabilityYESAll Other
Veterans’ paymentsYESAll Other
Survivor benefitsYESAll Other
Public assistance (cash)YESYES
Suggested Citation: "Appendix 6B: SPM/PPM Resource Components - Availability in the CPS-ASEC and ACS." National Academies of Sciences, Engineering, and Medicine. 2023. An Updated Measure of Poverty: (Re)Drawing the Line. Washington, DC: The National Academies Press. doi: 10.17226/26825.
ComponentCPS-ASECACS
PensionsYESAll Other
AnnuitiesYESAll Other
Retirement withdrawalsYESAll Other
Other income earning assetsYES (interest, dividends)Property Income
Property incomeYES (net rent + royalties)Property Income
Educational assistanceYES (Pell grants; other assistance)All Other
Child supportYESAll Other
Financial assistance from friends/relativesYESAll Other
Other incomeYES (Alaska dividend; all other)All Other
IN-KIND BENEFITSGenerally requires amount imputation; could also add questionsGenerally requires receipt and amounts imputation; could also add questionsa
SNAPYES (receipt and amounts)Receipt only; requires amount imputation
School lunchReceipt only; requires amount imputation (Census Bureau uses program information from USDA to estimate amounts)NO; requires imputation (receipt and amount)
Public and subsidized housingReceipt only; requires amount imputation (Census Bureau sets value of housing subsidy by subtracting estimated amount paid by the tenant from the HUD market rent value for the housing unit)NO; requires imputation (receipt and amount)
WICReceipt only; requires amount imputation (Census Bureau uses program information from USDA to estimate amounts)NO; requires imputation (receipt and amount)
Energy assistance (LIHEAP)YES (receipt and amounts)NO; requires imputation (receipt and amount)
TAXES/TAX CREDITSCalculated by Census Bureau tax modelCalculated by National Bureau of Economic Research’s TAXSIM model
Stimulus paymentsReceipt only; requires amount imputation (relevant for 2020–2021 only)NO; requires imputation (receipt and amount; relevant for 2020–2021 only)
Federal/state taxesNO; simulatedNO; simulated
FICA taxesNO; simulatedNO; simulated
EITC; other tax creditsNO; simulatedNO; simulated
NONDISCRETIONARY EXPENSESSubtracted from resourcesSubtracted from resources
Childcare expenses (work-related)Whether paid for childcare while working; which children needed care; childcare payment; total paid prior yearNO; requires imputation
Other work-related expenses (transportation, uniforms, etc.)NO (currently imputed from SIPP)NO (currently imputed from SIPP)
Child support paidYESNO; requires imputation (whether owe and amount)
MOOPAnnual MOOP spending for premiums, copays, nonprescription medical care productsNO (ascertains whether pays premium, receives premium subsidy); requires imputation (amount)
Suggested Citation: "Appendix 6B: SPM/PPM Resource Components - Availability in the CPS-ASEC and ACS." National Academies of Sciences, Engineering, and Medicine. 2023. An Updated Measure of Poverty: (Re)Drawing the Line. Washington, DC: The National Academies Press. doi: 10.17226/26825.
ComponentCPS-ASECACS
REQUIRED FOR RECOMMENDED PPM
EXPANDED CHILDCARE EXPENSE DEDUCTIONExtended to parent(s) in school, disabledExtended to parent(s) in school, disabled
Education/disability status; childcare costsEducation and disability status ascertained; requires expanded childcare cost questionsEducation and disability ascertained; requires childcare cost questions
HEALTH INSURANCE COVERAGERequired to determine applicable poverty threshold; caps for MOOP costs/subsidiesRequired to determine applicable poverty threshold; caps for MOOP costs/subsidies
Type of health InsuranceYES; current coverage by: Medicare; Medicaid; state Medicaid; VA; job (private employer, government, military); privately purchased; parent or spouse; Medicare supplements; exchange; group; school; months of coverageYES; current coverage by: current/former employer/union; privately purchased; Medicare; Medicaid; TRICARE; VA; Indian Health Service; other plan
Health insurance premium subsidized by government/employers (capped at health insurance need in threshold)Asks whether premium subsidized; requires imputation (amount)Asks whether premium subsidized; requires imputation (amount)
IMPLICIT NET RENT
(owners) (capped at housing need in threshold)
Implicit rent (including utilities) net of ownership expenses added to owner resourcesImplicit rent (including utilities) net of ownership expenses added to owner resources
What unit would rent for (owners)NO; but home value available for imputationNO; but home value available for imputation
Property taxes/insurance/condo fees/mobile home fees (subtracted for owners)NO; requires added questions or imputationYES; annual real estate taxes; annual fire, flood insurance; monthly condo fee; annual mobile home fees
Maintenance (subtracted for owners)NO; requires added questions or imputationNO; requires added questions or imputation
Mortgage payment (interest and principal on 1st mortgage) (subtracted for owners)Whether mortgage (no amount, no indication of whether mortgage payment includes taxes/insurance); whether 2nd mortgage/home equity loan (no amount); requires added questions or imputation (also may require ascertaining principal separately from interest)YES; whether 1st mortgage; monthly mortgage payment; does mortgage payment include taxes/insurance; whether 2nd mortgage/home equity loan, monthly payment on all such; may require ascertaining principal separately from interest)

SOURCE: CPS-ASEC Questionnaire, www2.census.gov/programs-surveys/cps/techdocs/cpsmar21.pdf; ACS Questionnaire, www.census.gov/programs-surveys/acs/methodology/questionnaires/2021/quest21.pdf?msclkid=20e8cd0cc00511ec9b0fd8cd62e6a9ae.

a See Fox et al. (2022) for imputation methods used for SNAP and other resource components to produce SPM measures for 2014–2017 from the ACS Public Use Microdata Files.

Suggested Citation: "Appendix 6B: SPM/PPM Resource Components - Availability in the CPS-ASEC and ACS." National Academies of Sciences, Engineering, and Medicine. 2023. An Updated Measure of Poverty: (Re)Drawing the Line. Washington, DC: The National Academies Press. doi: 10.17226/26825.
Page 102
Suggested Citation: "Appendix 6B: SPM/PPM Resource Components - Availability in the CPS-ASEC and ACS." National Academies of Sciences, Engineering, and Medicine. 2023. An Updated Measure of Poverty: (Re)Drawing the Line. Washington, DC: The National Academies Press. doi: 10.17226/26825.
Page 103
Suggested Citation: "Appendix 6B: SPM/PPM Resource Components - Availability in the CPS-ASEC and ACS." National Academies of Sciences, Engineering, and Medicine. 2023. An Updated Measure of Poverty: (Re)Drawing the Line. Washington, DC: The National Academies Press. doi: 10.17226/26825.
Page 104
Next Chapter: References
Subscribe to Emails from the National Academies
Stay up to date on activities, publications, and events by subscribing to email updates.