Exhibit 3B. Top-Codes, Poverty, Weights and Post-Stratifications
CSV| Medical Expenditure Panel | National Health Interview Survey | |
|---|---|---|
| Earnings Top-Codes | Wages and salary and self-employment each top-coded at 99th percentile – amount not documented-Top-coded amounts replaced with a “smeared” value | Total earnings top-coded at $75,000+ bracketValue if top-coded is $75,000+ bracket |
| Other Income Top-Codes | Other income sources top-coded at the 99th percentile-Person totals separately top-coded at 99th percentile-Top-coded amounts replaced with a “smeared” value | Family income top-coded at $75,000+ bracket-Value when top-coded is $75,000+ bracket, which includes 28% of persons on 2003 (2002 income) file |
| Poverty Status Family and Date | Persons related by blood, marriage or adoption (CPS family)-Alternative NHIS family also calculated December 31 of income reference year | Persons related by blood, marriage or adoption, including foster relationships and unmarried (opposite or same sex) partners (NHIS family)1 to 12 months after income reference year (rolling sample) |
| Poverty Status in Paper | Calendar year poverty status of CPS-type family as of December 31 based on pre-tax money income for 2002-Calendar year poverty status of NHIS-type family as of December 31 based on pre-tax money income for 2002 | Bracket for 2002 poverty status of NHIS-type family as of interview month based on pre-tax money income for year Brackets on public use file are 25% wide below 200% of poverty and 50% wide from 200 to 500% of poverty |
| Weights | Person, family and household weights for December of calendar year and full panel | Person, family and household weights for calendar quarter of interview -- average across quarters is effectively mid-June |
| Universes | Person universe restricted to original NHIS sample personsCPS-type family universe excludes part of person universe but includes move-ins related by blood or marriage (meeting CPS family definition)-Broader NHIS-type family universe adds unmarried partner move-ins and others (meeting NHIS family definition) to CPS-type family universe | Anyone with person weight has family and household weights – 3 universes the same Some families with household weights are refusals but family weights not adjusted to compensate |
| Person Control Totals | Age, sex, race/ethnicity, Census Region, and MSA/non-MSA (and income) | Age, sex, and race/ethnicity-Weights prior to post-stratification also on file |
| Family Control Totals | Family type (spouse present or not), family size, age, sex, and race/ethnicity of reference person, MSA/non-MSA, and region for CPS-type familiesCPS has no family control totals so family counts depend on CPS method of calculating family weights note 2 | None |
| Income Control Totals | CPS poverty rates for persons in CPS-type families as of December 31 – crossed with demographic control totals when person weights calculated | None |
