Understanding and Using
American Community Survey Data
What State and Local Government Users Need to Know
Issued August 2020
Acknowledgments
Linda A. Jacobsen, Vice President, U.S. Programs, Population Reference
Bureau (PRB), and Mark Mather, Associate Vice President, U.S. Programs,
PRB, drafted this handbook in partnership with the U.S. Census Bureau’s
American Community Survey Office. Other PRB staff who assisted in
drafting and reviewing the handbook include Lillian Kilduff and Paola
Scommegna.
Some of the material in this handbook was adapted from the Census
Bureau’s 2009 publication, A Compass for Understanding and Using
American Community Survey Data: What State and Local Governments Need
to Know, drafted by Joseph J. Salvo, Arun Peter Lobo, and Joel A. Alvarez.
American Community Survey data users who provided feedback and case
studies for this handbook include: Susan Brower, Joel Alvarez, Joseph
Salvo, John Wilson, Chandler Felt, Susan Kinne, and Gregg Bell.
Nicole Scanniello, Gretchen Gooding, and Amanda Klimek, Census Bureau,
contributed to the planning and review of this handbook series.
The American Community Survey program is under the direction of
Albert E. Fontenot, Jr., Associate Director for Decennial Census Programs,
Deborah M. Stempowski, Acting Assistant Director for Decennial Census
Programs, and Donna M. Daily, Chief, American Community Survey Office.
Other individuals from the Census Bureau who contributed to the review and
release of these handbooks include: Justin Keller, Jason Lizarraga, Michael
Starsinic, R. Chase Sawyer, and Janice Valdisera.
Faye Brock, Linda Chen, and Christine Geter provided publication
management, graphic design and composition, and editorial review for print
and electronic media under the direction of Janet Sweeney, Chief of the
Graphic and Editorial Services Branch, Public Information Office.
Understanding and Using
American Community Survey Data
What State and Local Government Users Need to Know
Issued August 2020
U.S. Department of Commerce
Wilbur Ross,
Secretary
Karen Dunn Kelley,
Deputy Secretary
U.S. CENSUS BUREAU
Steven Dillingham,
Director
Suggested Citation
U.S. Census Bureau,
Understanding and Using
American Community Survey
Data: What State and Local
Government Users Need to Know,
U.S. Government Printing Office,
Washington, DC, 2020.
U.S. CENSUS BUREAU
Steven Dillingham,
Director
Ron Jarmin,
Deputy Director and Chief Operating Officer
Albert E. Fontenot, Jr.,
Associate Director for Decennial Census Programs
Deborah M. Stempowski,
Acting Assistant Director for Decennial Census Programs
Donna M. Daily,
Chief, American Community Survey Office
Contents
1. How State and Local Governments Use ACS Data . . . . . . . . . . . . . . . . . . . . . . .2
2. Considerations When Working With ACS Data . . . . . . . . . . . . . . . . . . . . . . . . . .4
3. Case Studies Using ACS Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
4. Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Understanding and Using American Community Survey Data iii
What State and Local Government Users Need to Know iii
U.S. Census Bureau
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UNDERSTANDING AND USING AMERICAN
COMMUNITY SURVEY DATA:
WHAT STATE AND LOCAL GOVERNMENT USERS
NEED TO KNOW
A primary mission of state and local governments is to
deliver efficient and effective services and enact poli-
cies that advance public safety and economic growth.
For more than a decade, the U.S. Census Bureau’s
American Community Survey (ACS) has provided data
to help governments meet the needs of their con-
stituents. The ACS provides a dynamic picture of the
population and housing attributes of states, counties,
and municipalities, large and small.
The ACS has an annual sample size of about 3.5 million
addresses, with survey information collected nearly
every day of the year. Data are pooled across a calen-
dar year to produce estimates for that year. As a result,
ACS estimates reflect data that have been collected
over a period of time rather than for a single point in
time as in the decennial census, which is conducted
every 10 years and provides population counts as of
April 1 of the census year.
This guide provides a brief overview of how state and
local governments are using ACS data to develop
general plans, to help implement and evaluate local ini-
tiatives, to attract and retain businesses, and for other
applications. It also describes some important con-
siderations when working with ACS data—especially
estimates for small geographic areas.
What Is the ACS?
The ACS is a nationwide survey designed to provide
communities with reliable and timely social, economic,
housing, and demographic data every year. A sepa-
rate annual survey, called the Puerto Rico Community
Survey (PRCS), collects similar data about the popu-
lation and housing units in Puerto Rico. The Census
Bureau uses data collected in the ACS and the PRCS
to provide estimates on a broad range of population,
housing unit, and household characteristics for states,
counties, cities, school districts, congressional districts,
census tracts, block groups, and many other geo-
graphic areas.
ACS 1-year estimates are data that have been col-
lected over a 12-month period and are available for
geographic areas with at least 65,000 people. Starting
with the 2014 ACS, the Census Bureau is also produc-
ing “1-year Supplemental Estimates”—simplified ver-
sions of popular ACS tables—for geographic areas with
at least 20,000 people. The Census Bureau combines
5 consecutive years of ACS data to produce multiyear
estimates for geographic areas with fewer than 65,000
residents. These 5-year estimates represent data col-
lected over a period of 60 months.
For more detailed information about the ACS—how
to judge the accuracy of ACS estimates, understand-
ing multiyear estimates, knowing which geographic
areas are covered in the ACS, and how to access ACS
data on the Census Bureau’s Web site—see the Census
Bureau’s handbook on Understanding and Using
American Community Survey Data: What All Data Users
Need to Know.1
1 U.S. Census Bureau, Understanding and Using American
Community Survey Data: What All Data Users Need to Know,
<www.census.gov/programs-surveys/acs/guidance/handbooks
/general.html>.
Understanding and Using American Community Survey Data 1
What State and Local Government Users Need to Know 1
U.S. Census Bureau1. HOW STATE AND LOCAL GOVERNMENTS USE
ACS DATA
Using ACS Data for Planning
Establishing Priorities Through a Needs
Assessment
Given competing demands and limited resources at
their disposal, governments need to carefully ascer-
tain appropriate funding levels for their initiatives.
Governments also receive requests for help from
community groups and civic organizations that must
be evaluated and prioritized for funding. American
Community Survey (ACS) data can be extremely useful
in evaluating the overall needs of the community and
identifying subgroups most in need of various services
in order to prioritize requests for assistance.
• The town of Wenham, Massachusetts, used ACS
data (e.g., household type and size, disability
status, poverty, income, race, age, employment,
units in structure, housing value, and rent costs) to
help document priority housing needs and develop
strategies to address them.2
• The District of Columbia incorporated ACS data
(e.g., median family income, per capita income,
marital status, unemployment, and means of
travel to work) in their Community Health Needs
Assessment, which was designed to identify key
trends in health and well-being to inform “public
health policies, programs, and interventions to
strengthen community health.”3
Developing and Implementing a General
Plan
Once a government decides on its priorities, it needs
to examine various alternative courses of action to
come up with an effective plan. If, for example, a local
government decides to make the alleviation of poverty
a priority, it needs to examine where exactly to apply
its resources. Should the alleviation of child poverty
be a priority, or should the focus be on poverty among
older adults? Or should resources be applied in some
proportion to each of these groups? Examination of
ACS data could be instrumental in formulating plans
and actions to guide the distribution of resources.
For example, the California city of Milpitas relied on
ACS data to help develop their draft Consolidated Plan
2 Town of Wenham, Housing Needs Assessment, 2017,
<www.wenhamma.gov/docs/Wenham%20Housing%20Needs
%20Assessment%202017%204-3.pdf>.
3 District of Columbia Community Health Needs Assessment, 2014,
<https://dchealth.dc.gov/page/dc-community-health-needs
-assessment>.
for 2017 to 2022. Their draft plan proposes various
strategies to meet the needs of community members,
including maintaining and preserving existing housing,
supporting public services for lower-income families
and individuals, and improving access to public facili-
ties.4
Once a plan is chosen, it must be implemented. If, for
example, a local government decides to focus primar-
ily on increasing resources for low-income older adults,
ACS data could be used to target neighborhoods with
the largest concentrations of older individuals in need
of services.
Special Considerations: Environmental
Justice and Social Equity Analysis
While state and local governments have a variety
of resources they can use to ensure that plans and
projects meet environmental justice and social equity
goals, the ACS can play an important role. Sometimes
the impact area for a project is fairly small. Census
tract or block group data from the ACS can be used to
identify the populations impacted by the project.
• The Minnesota Department of Commerce used
tract-level ACS estimates of minority and low-
income populations to help decision-makers iden-
tify the potential impact of a new pipeline project
on vulnerable populations.5
• ACS data can also be used to measure English-
speaking proficiency and languages spoken in a
project area. Both measures can help determine
whether a project is in compliance with Title VI of
the Civil Rights Act of 1964, which prohibits dis-
criminatory practices in programs receiving federal
funds.
Using ACS Data for Program and Project
Evaluation
While the ACS was not designed specifically for
program evaluation, the comprehensive and timely
nature of the data can make it a valuable resource for
government analysts who want to assess conditions
before and after a policy or plan change, or before and
4 City of Milpitas, Draft Consolidated Plan, 2017–2022, 2017,
<www.ci.milpitas.ca.gov/wp-content/uploads/2017/05/Draft
-Con-Plan_website.pdf>.
5 Minnesota Department of Commerce, “Energy Environmental
Review and Analysis: Final Environmental Impact Statement, Line 3
Project,” Chapter 11: Environmental Justice, 2017, <https://mn.gov
/eera/web/project-file?legacyPath=/opt/documents/34079/Line3
%20FEIS%20Ch%2011%20Environmental%20Justice%20Complete
.pdf>.
2 Understanding and Using American Community Survey Data
2 What State and Local Government Users Need to Know
U.S. Census Bureauafter the implementation of a project. For example, a
city may use ACS commuting data to track trends in
bicycle commutes to work before and after expanding
a network of local bikeways.
• Economic vulnerability (e.g., number of workers,
industry sectors, earnings, and poverty).
• Social vulnerability (e.g., age, disability status, lan-
guage proficiency, and vehicle access).
TIP: Since ACS data are collected using the same meth-
ods across the United States, those who are evaluat-
ing programs can compare outcomes in communities
where a policy change has occurred with communities
that have similar characteristics but have not imple-
mented the policy change.
Using ACS Data for Economic
Development
Many businesses use ACS data to gauge the sales
potential of products and services, better understand
the workforce, and set strategies for growth. However,
state and local governments can also influence eco-
nomic development through policies to attract or
retain businesses. State agencies, chambers of com-
merce, and other associations of businesses, like the
Greater Houston Partnership, use ACS data to profile
the economic, demographic, and workforce charac-
teristics of their state’s regions, counties, and cities to
attract new businesses.
TIP: Because ACS data include comparable data for
cities and counties nationwide, they provide a useful
benchmark for businesses making decisions about site
selection or strategies for growth.
Hawaii’s Department of Business, Economic
Development & Tourism uses ACS data to compare
economic indicators for Hawaii—including unemploy-
ment, the old-age dependency ratio, women’s share of
the labor force, and income—with economic indicators
for other states.6
Using ACS Data for Emergency
Management
In addition to policy, planning, and economic develop-
ment roles, state and local governments have impor-
tant responsibilities in disaster response and emer-
gency management. Data from the ACS can provide
useful context for first responders and for disaster
recovery personnel. For example, data from the ACS
can help identify:
• Physical vulnerability (e.g., vacant and occupied
housing units, mobile homes, and the year housing
structures were built).
These pieces of information can assist local officials as
they coordinate evacuations, conduct damage assess-
ments, and carry out recovery plans.
For example, the Northern Virginia Regional
Commission created a dashboard on population
groups that may be vulnerable to the coronavirus,
based on the U.S. Centers for Disease Control and
Prevention’s 2018 Social Vulnerability Index. The index
was developed using 2014–2018 ACS 5-year estimates.7
Using ACS Data for Local and Regional
Forecasts and Modeling
State and local government leaders often work across
jurisdictional boundaries through metropolitan and
regional planning commissions. ACS data are vital for
these commissions to help identify and address issues
related to housing, transportation, land use, environ-
mental protection, and economic development.
• The Delaware Valley Regional Planning
Commission uses ACS data, in combination with
their own transportation survey data, to pro-
duce travel simulation models for the greater
Philadelphia region.8
• Many metropolitan and regional planners also use
data from the Census Transportation Planning
Products, or CTPP, which provide a wealth of
small-area estimates based on ACS 5-year data for
transportation analysis and planning.9 The CTPP
program is designed to help transportation ana-
lysts and planners understand where people are
commuting to and from and how they get there.
The information is organized by where workers
live, where they work, and by the flow between
those places.
7 Northern Virginia Regional Commission, Northern Virginia
Coronavirus Cases and Vulnerable Populations - Impact Planning
Report, <https://nvrc.maps.arcgis.com/apps/opsdashboard/index
.html#/d47407a16ebb46b5aec7df60af368a5f>.
8 Delaware Valley Regional Planning Commission, Data Sources,
<www.dvrpc.org/transportation/modeling/data/>.
6 Hawaii.gov, Department of Business, Economic Development &
Tourism, Hawaii Rankings and Comparisons, <http://dbedt.hawaii.gov
/economic/ranks/>.
9 American Association of State Highway and Transportation
Officials, Census Transportation Planning Products Program,
<https://ctpp.transportation.org/>.
Understanding and Using American Community Survey Data 3
What State and Local Government Users Need to Know 3
U.S. Census Bureau2. CONSIDERATIONS WHEN WORKING WITH
ACS DATA
Considerations When Working With
ACS Data
The greatest strength of the American Community
Survey (ACS) is that it provides access to estimates
on an annual basis, but this also results in an array of
options that affect how data can be used effectively
by state and local governments.
Most local governments represent relatively small geo-
graphic areas that must rely on ACS 5-year estimates.
Of the approximately 69,000 states, counties, cities,
towns, townships, villages, other minor civil divisions,
and census designated places, more than 90 percent
rely on 5-year estimates exclusively. This is because
most local governments are small, serving geographic
areas with fewer than 20,000 people.
Among counties and county equivalents, 41 percent
rely on 5-year estimates exclusively, while 26 per-
cent meet the 65,000-population threshold needed
to receive 1-year estimates.10 Data users interested in
ACS estimates for areas with populations of 65,000
or more have a choice between the 1-year and 5-year
data series. Which data should be used?
The 1-year estimates for an area reflect the most
current data but they have larger margins of error
(MOEs)—indicating less reliability or precision—than
the 5-year estimates because they are based on a
smaller sample. The 5-year estimates for an area have
larger samples and smaller MOEs than the 1-year
estimates. However, they are less current because the
larger samples include data that were collected in ear-
lier years. The main advantage of using multiyear esti-
mates is the increased statistical reliability for smaller
geographic areas and small population groups.
TIP: In the end, what makes the most sense is a mat-
ter of judgment regarding the balance between the
period covered by an estimate and its level of reliability
or precision. The key is to strive to use only reliable
estimates, where the period covered best suits the
question at hand.
Many state and local government data users focus
on small geographic areas such as census tracts and
block groups. Even with 5 years of pooled data, ACS
estimates for these small areas often have large MOEs.
TIP: State and local data users need to use good judg-
ment by paying attention to measures of reliability—
such as MOEs—that indicate whether ACS data are
useful “straight out of the box,” or whether some type
of data aggregation (e.g., combining geographic areas
or data categories) is required to increase reliability.
For example, New York City’s Department of City
Planning aggregates census tracts into “Neighborhood
Tabulation Areas” to increase data reliability. ACS data
are then provided for these neighborhoods—rather
than individual census tracts—to support local govern-
ment decision-making.11
Finally, there is the issue of how to use multiyear
characterizations of an area to measure change over
time. As the ACS program has moved forward, a whole
series of multiyear estimates for various time intervals
has become available.
TIP: Data users now have access to nonoverlapping
ACS 5-year estimates that have increased the value
and utility of the data for monitoring trends in local
communities.
However, it is more challenging to capture rapid
change in areas where only ACS 5-year estimates are
available. For example, it was very difficult for local
officials and planners to accurately assess changes
in socioeconomic characteristics accompanying
expanded drilling in the Bakken oil fields in North
Dakota—where there was a large influx of male work-
ers starting in the early 2000s—because the affected
counties only received 5-year, rather than 1-year, ACS
estimates.
For more information about ACS multiyear esti-
mates and sampling error, see the sections on
“Understanding and Using ACS Single-Year and
Multiyear Estimates” and “Understanding Error and
Determining Statistical Significance” in the U.S. Census
Bureau’s handbook on Understanding and Using
American Community Survey Data: What All Data
Users Need to Know.12
11 To explore differences in ACS data reliability between census
tracts and Neighborhood Tabulation Areas, see NYC Department of
City Planning’s ACS data aggregation tool, NYC Population FactFinder,
<https://popfactfinder.planning.nyc.gov/>.
10 Percentages include data for municipios in Puerto Rico. For
more information, see the Census Bureau’s ACS Web page on Areas
Published, available at <www.census.gov/programs-surveys
/acs/geography-acs/areas-published.html>.
12 U.S. Census Bureau, Understanding and Using American
Community Survey Data: What All Data Users Need to Know,
<www.census.gov/programs-surveys/acs/guidance/handbooks
/general.html>.
4 Understanding and Using American Community Survey Data
4 What State and Local Government Users Need to Know
U.S. Census Bureau
Using ACS Data for Population and
Housing Counts
Many state and local governments need reliable data
on the number of people and housing units in their
jurisdiction and how those numbers have changed
over time.
TIP: Such users need to understand that the ACS was
designed to provide estimates of the characteristics of
the population, not to provide counts of the population
in different geographic areas or population subgroups.
Therefore, data users are encouraged to rely more
upon noncount statistics, such as percent distributions
or averages, when using ACS estimates.
The Census Bureau’s Population Estimates Program
produces and disseminates the official estimates of the
population for the nation, states, counties, cities and
towns, and estimates of housing units for states and
counties.13 For 2010 and other decennial census years,
the decennial census provides the official counts of
population and housing units.14
The ACS uses a weighting method to ensure that
estimates are consistent with official Census Bureau
population estimates at the county level by age, sex,
race, and Hispanic origin—as well as estimates of total
13 U.S. Census Bureau, Population and Housing Unit Estimates,
<www.census.gov/programs-surveys/popest.html>.
14 See, for example, the U.S. Census Bureau, Census of Population
and Housing, CPH-2. Population and Housing Unit Counts report
series, <www.census.gov/prod/www/decennial.html>.
housing units. ACS 1-year estimates are controlled to
population and total housing unit estimates as of July
1 of the survey year, while ACS 5-year estimates are
controlled to the average of the July 1 population and
housing unit estimates over the 5-year period.
Starting with the 2009 survey, ACS estimates of the
total population of incorporated places (self-governing
cities, towns, or villages) and minor civil divisions
(county subdivisions, in 20 states where they serve as
functioning governmental units) are also adjusted so
that they are consistent with official population esti-
mates. However, ACS data for other statistical areas,
such as Public Use Microdata Areas (PUMAs) or census
tracts, have no control totals, which may lead to larger
MOEs of population and housing unit estimates than in
areas of similar size with control totals. In such cases,
data users are again encouraged to rely more on non-
count statistics, such as percentage distributions or
averages.
For more information about ACS methods, visit the
Census Bureau’s Design and Methodology Report Web
page.15
15 U.S. Census Bureau, American Community Survey (ACS), Design
and Methodology Report, <www.census.gov/programs-surveys/acs
/methodology/design-and-methodology.html>.
Understanding and Using American Community Survey Data 5
What State and Local Government Users Need to Know 5
U.S. Census Bureau3. CASE STUDIES USING ACS DATA
Case Study #1: Minnesota State Demographic Center Analysis of Earnings in Urban
and Rural Areas
Skill Level: Intermediate/Advanced
Subject: Earnings, Rural-Urban Geographic Areas
Type of Analysis: Making comparisons across geographic areas
Creating custom geographic areas from census tracts
Calculating margins of error for derived estimates
Tools Used: Data.census.gov, spreadsheet, U.S. Census Bureau’s Statistical Testing Tool
Author: Susan Brower, State Demographer of Minnesota
Susan is the State Demographer of Minnesota. She
wants to study how earnings differ across geographic
regions of the state. She plans to use a rural-urban
typology that corresponds to the characteristics of
individual census tracts.
Susan will use Rural-Urban Commuting Area (RUCA)
classification codes developed by the U.S. Department
of Agriculture’s (USDA) Economic Research Service
(ERS) to examine economic characteristics of
Minnesota residents living in a range of settings—from
remote, rural areas to dense, urban cities. RUCA codes
classify census tracts using measures of population
density, urbanization, and commuting patterns. Susan
will aggregate characteristics of residents across the
state, based on the RUCA code of the census tract in
which they live. (More information about RUCA codes
can be found on the ERS Web page on Rural-Urban
Commuting Area Codes.)16
16 U.S. Department of Agriculture, Economic Research Service,
“Rural-Urban Commuting Area Codes,” <www.ers.usda.gov/data
-products/rural-urban-commuting-area-codes/>.
Census tracts are roughly equivalent to neighbor-
hoods. They contain 2,500 to 8,000 people per tract.
Since detailed American Community Survey (ACS)
1-year estimates are only available for geographic
areas with at least 65,000 residents, Susan will use
ACS 5-year estimates, which she will download from
data.census.gov.
There are roughly 1,300 census tracts in Minnesota.
Susan will aggregate these tracts into four RUCA-
based areas—Rural, Small Town, Large Town, and
Urban. She will also estimate how much uncertainty is
associated with the new estimates she has created.
The U.S. Census Bureau provides a number of formulas
that can be used to estimate uncertainty, or margins
of error (MOEs), for estimates that are produced
from calculations based on published data tables.
Calculating the estimates of uncertainty will allow her
to make judgments about whether observed differ-
ences in earnings are real or whether they are within
the expected variations that result from survey sam-
pling.
6 Understanding and Using American Community Survey Data
6 What State and Local Government Users Need to Know
U.S. Census Bureau
Susan starts her analysis by going to the data.census.gov Web site at <https://data.census.gov>.
• She clicks on “Advanced Search” under the search bar (see Figure 3.1).
Figure 3.1. Selecting Advanced Search in Data.census.gov
Source: U.S. Census Bureau, data.census.gov <https://data.census.gov>.
Understanding and Using American Community Survey Data 7
What State and Local Government Users Need to Know 7
U.S. Census Bureau• Since Susan already knows her desired table ID, she types “B20005” in the first text box directly under the
Advanced Search heading. B20005 is the table ID for “Sex by Work Experience in the Past 12 Months by
Earnings in the Past 12 Months (in 2018 Inflation-Adjusted Dollars) for the Population 16 Years and Over.”
• She selects “Geography” to view the geography filters.
• Next, she selects “Tract,” and scrolls to select “Minnesota” from the “Within (State)” filter.
• Susan then checks the box for “All Census Tracts within Minnesota” from the “Within (County)” filter and
clicks “Search” in the lower right corner (see Figure 3.2).
Figure 3.2. Selecting a Table and Geographies in Data.census.gov
Source: U.S. Census Bureau, data.census.gov, <https://data.census.gov>.
8 Understanding and Using American Community Survey Data
8 What State and Local Government Users Need to Know
U.S. Census Bureau• On the next page, Susan clicks “Tables” in the upper left corner.
• Then, she selects “Download Table” under the message that the “table is too large to display” (see Figure
3.3).
Figure 3.3. Downloading a Table From Data.census.gov
Source: U.S. Census Bureau, data.census.gov, <https://data.census.gov>.
• Next, she uses the checkboxes to select the 2015 ACS 5-year data.
• She chooses the File Type “CSV.”
• Then, she clicks “Download” in the lower right corner (see Figure 3.4).
Figure 3.4. Changing the Survey Year and Choosing a File Type in Data.census.gov
Source: U.S. Census Bureau, data.census.gov, <https://data.census.gov>.
Understanding and Using American Community Survey Data 9
What State and Local Government Users Need to Know 9
U.S. Census Bureau• Susan selects “Download Now” after the file is prepared (see Figure 3.5).
Figure 3.5. Downloading the Compressed (ZIP) File
Source: U.S. Census Bureau, data.census.gov, <https://data.census.gov>.
• From the compressed folder, Susan opens the file with “data_with_overlays” shown in the file name.
Documentation relating to the data table is also included in her zipped file.
• Now that Susan has her data file, she analyzes how earnings vary across the rural-urban areas of her state.
The USDA publishes 10 primary RUCA codes that delineate census tracts.17 Susan adds these codes to the
ACS data file that she has sorted by geographic identifier (GEO_ID).
• Using Excel, Susan “copies” two columns of Minnesota census tract data from the USDA RUCA file—the
“Primary RUCA Code 2010” and the “State-County-Tract FIPS Code.” (FIPS refers to Federal Information
Processing Standards.) She then pastes these two columns of data into the ACS data file.
• To verify that the census tract data from the two files are properly matched in the new file, Susan creates
a column with the final 11 numbers of the ACS file’s “id” column.18 The last 11 numbers in the “id” column are
the tract’s FIPS code. Susan then subtracts this new column (FIPS code) from her ACS file from the “State-
County-Tract FIPS Codes” column from her RUCA file. If the rows match, the resulting difference will be zero.
• Susan analyzes earnings for a collapsed version of the RUCA codes. She creates a new column of data with
four string values: “Urban” for RUCA codes 1–3, “Large Town” for codes 4–6, “Small Town” for codes 7–9, and
“Rural” for code 10.
17 U.S. Department of Agriculture, Economic Research Service, “Documentation: 2010 Rural-Urban Commuting Area (RUCA) Codes,”
<www.ers.usda.gov/data-products/rural-urban-commuting-area-codes/documentation/>.
18 The Census Bureau has published detailed instructions for matching these GEOIDs: <https://ask.census.gov/prweb/PRServletCustom
/YACFBFye-rFIz_FoGtyvDRUGg1Uzu5Mn*/!STANDARD?pyActivity=pyMobileSnapStart&ArticleID=KCP-5651>.
10 Understanding and Using American Community Survey Data
10 What State and Local Government Users Need to Know
U.S. Census Bureau• The resulting data file now looks like this, with the highlighted cells added from the USDA RUCA file and
Susan’s subsequent recoding and match verification (see Figure 3.6).
Figure 3.6. Adding Rural-Urban Codes to Downloaded Data
Source: Author’s analysis of data from the U.S. Census Bureau, American Community Survey, 5-Year Estimates; and USDA RUCA codes.
• Susan uses “PivotTables” in Excel to aggregate the earnings distribution across census tracts. The PivotTables
sums the number of males working full-time, year-round by rural, small town, large town, and urban census
tracts within each earnings distribution category (see Figure 3.7).
Figure 3.7. Cross-Tabulating Persons Per Income Level and Rural-Urban Category
Source: Author’s analysis of data from the U.S. Census Bureau, American Community Survey, 5-Year Estimates; and USDA RUCA codes.
• Next, Susan estimates the median earnings of men who work full-time, year-round and live in rural areas.
The Census Bureau provides guidance on how to interpolate a median from a weighted distribution in its
Accuracy of the PUMS documentation.19 Susan creates an Excel spreadsheet to estimate a median using the
method described in the Census Bureau’s documentation. The documentation also describes how to calcu-
late standard errors and confidence intervals for her estimates.20
19 U.S. Census Bureau, American Community Survey (ACS), PUMS Technical Documentation, Accuracy of the PUMS, <www.census.gov
/programs-surveys/acs/technical-documentation/pums/documentation.html>.
20 The method described in this case study to approximate a median estimate will not match medians published in data.census.gov, as the
published medians are calculated using different and more detailed distributions than are available to users. Also, the approximated MOE of the
median using this method may underestimate or overestimate the true MOE, due to the limitations of using the PUMS design factor methodology.
Understanding and Using American Community Survey Data 11
What State and Local Government Users Need to Know 11
U.S. Census Bureau• She repeats these calculations for men’s and women’s earnings in each of her four geographic areas (see
Figure 3.8).
Figure 3.8. Calculating a Median From a Weighted Distribution
Source: Author’s analysis of data from the U.S. Census Bureau, American Community Survey, 5-Year Estimates; and USDA RUCA codes.
• When Susan compiles the calculated medians and their standard errors into a single table, she can see that
median earnings for men in urban areas ($55,064) appear to be higher than the median earnings for men in
rural, small town, and large town regions of the state. Similarly, urban women’s median earnings ($45,053)
are considerably higher than those for women living outside of urban areas. To calculate MOEs for the
approximate median earnings, Susan multiplies 1.645 by the standard error of each median. This creates an
MOE at the 90 percent confidence level (see Figure 3.9).
Figure 3.9. Median Earnings for Men and Women in Minnesota by Rural-Urban Location
Median Earnings, Men, Full-Time, Year-Round Workers
Minnesota: 2011–2015
Male, rural . . . . . . . . . . .
Male, small town . . . . .
Male, large town . . . . . .
Male, urban . . . . . . . . . .
Median
earnings
$43,838
$44,948
$45,929
$55,064
Standard
error
Margin of
error (90%)
$302
$381
$362
$170
$498
$628
$596
$280
Median Earnings, Women, Full-Time, Year-Round Workers
Median
Standard
Margin of
Female, rural . . . . . . . . .
Female, small town . . .
Female, large town . . .
Female, urban . . . . . . . .
$33,476
$33,070
$34,960
$45,053
$288
$297
$262
$151
$475
$488
$432
$248
Source: Author’s analysis of data from the U.S. Census Bureau, American Community Survey, 5-Year Estimates; and USDA RUCA codes.
12 Understanding and Using American Community Survey Data
12 What State and Local Government Users Need to Know
U.S. Census Bureau• Susan then tests whether the calculated differences in median earnings across geographic areas are
statistically significant. She pastes the estimated medians and MOEs into the Census Bureau’s Statistical
Testing Tool and learns that, as expected, urban men’s median earnings are significantly different from their
counterparts in rural areas, small towns, and large towns.21 She also confirms that urban women’s median
earnings are statistically different from those of women in other areas of the state (see Figure 3.10).
• Figure 3.10. Statistical Testing Tool for Multiple Estimates (90 Percent Confidence Level)
Source: U.S. Census Bureau, Statistical Testing Tool, <www.census.gov/programs-surveys/acs/guidance/statistical-testing-tool.html>.
Susan uses this analysis to help her convey differences in earnings among residents of rural, small town, large
town, and urban areas in reports that her office produces for state policymakers. While she will not always report
the numeric results of statistical tests, knowing which differences are significant helps her know which differences
she can highlight in her narrative. Conversely, knowing which differences are not statistically significant helps her
know which differences she should downplay in her reporting.
An example of a report that was informed by this type of analysis is Greater Minnesota: Refined & Revisited.22
(This report was produced using 2010–2014 ACS 5-year estimates, so the medians are somewhat different, but
the results are consistent with what is described here.) This report has been used by policymakers working on
rural health care initiatives, on Equal Employment Opportunity activities, and by legislators working to create
policies that align with current economic conditions in different areas of the state.
21 U.S. Census Bureau, Statistical Testing Tool, <www.census.gov/programs-surveys/acs/guidance/statistical-testing-tool.html>.
22 Minnesota State Demographic Center, Greater Minnesota: Refined & Revisited, <https://mn.gov/admin/demography/reports-resources
/greater-mn-refined-and-revisited.jsp>.
Understanding and Using American Community Survey Data 13
What State and Local Government Users Need to Know 13
U.S. Census BureauCase Study #2: New York City, Department of City Planning, Uncertainty in
Mapping ACS Data
Skill Level: Intermediate/Advanced
Subject: Uncertainty in Mapping American Community Survey (ACS) Data
Type of Analysis: Assessment of statistical reliability of ACS maps
Tool Used: Map Reliability Calculator
Authors: Joel A. Alvarez, Senior Analyst, NYC City Planning, Population Division; and Joseph J. Salvo, Director,
NYC City Planning, Population Division
In the summer of 2017, New York City established the New York Works plan—a series of 25 initiatives to pro-
mote the creation of 100,000 new jobs with good wages over the next decade.23 In support of the plan, the
Department of City Planning (DCP) produced a series of maps informing the public about employment pat-
terns in New York City. In this case study, we walk ACS
data users through the process we used to assess the
reliability of map classification schemes when produc-
ing maps for general consumption.
Box 3.1. Establishing a Minimum Reliability
Threshold for Maps
ACS data provide city planners with unique insights
into the socioeconomic characteristics of local popu-
lations, including information about employment.
Mapping the data is one way to examine differences in
employment across geographic areas. However, ACS
estimates are subject to sampling variability, so reality
on the ground may differ from survey results.24 Given
the uncertainty associated with ACS estimates, data
users should exercise caution when producing maps to
avoid misrepresenting the characteristic(s) being dis-
played. The following case study provides guidance in
this regard, demonstrating how we produced statisti-
cally reliable maps of employment and unemployment
using an online Map Reliability Calculator.25
Mapping Employment
In support of a mayoral jobs creation initiative, DCP
was asked to create a series of maps showing the lat-
est information on employment and unemployment.
One possible approach was to examine administrative
data from unemployment insurance filings. However,
this data set excludes many self-employed workers
and those working “off-the-books,” so we turned to
the ACS as a more comprehensive source of data on
local employment patterns.
First, we examined overall employment in New York
City. Our preference was to produce a map using small
geographic units, making census tracts ideal. However,
in New York City, census tracts typically consist of
only six to eight city blocks and have populations
of about 3,000 to 4,000. Consequently, ACS 5-year
estimates for census tracts are based on small sample
sizes—typically 250 to 300 people surveyed in each
tract. To ensure that our map was reliable and would
Subjects covered in the ACS often display mean-
ingful spatial patterning at very fine levels of
geography. ACS data users may be tempted to
present these data in maps using the smallest
available geographic units. However, the reliability
of ACS estimates typically decreases as units of
analysis get smaller, because of diminishing sam-
ple sizes. When mapping ACS data, users must
decide whether to use small geographic areas and
see all the fine detail, but risk false conclusions
due to data uncertainty; or to use large, statisti-
cally reliable geographic areas, but risk overlook-
ing the most salient spatial distributions.
This dilemma can be resolved by establishing a
minimum reliability threshold. Once map quality is
assured by passing the threshold, ACS data users
can pursue mapping at the smallest geographic
area for which reliable data are available. New
York City’s Department of City Planning (DCP)
has adopted a threshold of a 10 percent error rate,
under which a map is considered suitable for gen-
eral use. A 10 percent error rate means that any
given geographic area would have a 1 in 10 chance
of being erroneously classed, placing it at odds
with reality on the ground. This threshold was
adopted because it matches the Census Bureau’s
standard of 90 percent confidence intervals.
Additionally, the DCP standard is to ensure that
no individual map category has an error rate of 20
percent or more, so that map users can trust the
reliability of each respective map class. While this
is a lower standard than that used for the overall
map, it helps ensure that even categories with
relatively few values—and therefore little influence
on the overall reliability—can still be trusted by
end users.
23 City of New York, New York Works, <https://newyorkworks.cityofnewyork.us/introduction/>.
24 Sampling variability is the difference between an estimate based on a sample and the corresponding value that would be obtained if the
estimate were based on the entire population.
25 Statistical reliability refers to the ability of a measurement tool to consistently produce the same results. When used in reference to the
ACS, the measurement tool is the survey itself.
14 Understanding and Using American Community Survey Data
14 What State and Local Government Users Need to Know
U.S. Census Bureaunot mislead people into making false conclusions, we tested the preliminary map using an online Map Reliability
Calculator developed by DCP (see Box 3.1 on Establishing a Minimum Reliability Threshold for Maps).26
To conduct this analysis of map reliability, we first went to the U.S. Census Bureau’s data.census.gov located at
<https://data.census.gov> and downloaded data on the employed population aged 16 and older in the civil-
ian labor force, at the census tract level (from Table B23025).27 The data were then imported into a Geographic
Information System (GIS) to produce a map with seven categories using a natural breaks classification scheme.28
We then tested the results using the Map Reliability Calculator.
The reliability calculator has three required inputs:
• The estimates and associated margins of error (MOEs).
• The number of classes or map categories.
• The lower limit for each class.
After inserting this information into the tool, we examined the results and found that our proposed map was not
reliable (see Figure 3.11). When the reliability calculator marks a set of map categories as “not reliable,” it means
that 10 percent or more of the geographic areas are potentially misclassified (that is, included in the wrong cat-
egory). In our example, shown in Figure 3.11, the overall reliability of the map was 14.2 percent. This means that
of New York City’s 2,167 census tracts, more than 300 may have been incorrectly classified. Further, the second-
and fourth-highest map classes in our proposed map had reliability scores of more than 20 percent. As with the
overall map, reliability scores for individual map classes tell users the percentage of geographic areas that are
likely to be misclassified based on the published MOEs. These excessive scores for individual map categories also
marked our proposed map as too unreliable for general use.
26 New York City Department of City Planning, Map Reliability Calculator, <https://www1.nyc.gov/site/planning/data-maps/nyc-population
/geographic-reference.page>.
27 U.S. Census Bureau, data.census.gov, <https://data.census.gov/>.
28 A Geographic Information System, or GIS, is an application used for mapping, managing, and analyzing spatial data. Various map classifica-
tion schemes can be employed when creating categories for quantitative data. We used a natural breaks scheme for our employment analysis.
This scheme maximizes the variance between classes, while minimizing variance within classes.
Figure 3.11. Results From Map Reliability Calculator (Seven Class Breaks)
Note: Estimates with blank margins of error (MOEs) are treated as having MOEs of zero.
Source: New York City Department of City Planning, Map Reliability Calculator, <https://www1.nyc.gov/site/planning/data-maps/nyc-population
/geographic-reference.page>.
Understanding and Using American Community Survey Data 15
What State and Local Government Users Need to Know 15
U.S. Census BureauOne method of improving map reliability is to reduce the number of map classes. Based on this logic, we
decreased the number of categories in the proposed map to six, but the map was still not reliable. It wasn’t until
the map was reduced to four categories that it qualified as reliable. Further, to make the categories more pre-
sentable, we rounded the class breaks and checked to confirm that the map was still reliable (see Figure 3.12).
Figure 3.12. Results From Map Reliability Calculator (Four Class Breaks)
Note: Estimates with blank margins of error (MOEs) are treated as having MOEs of zero.
Source: New York City Department of City Planning, Map Reliability Calculator, <https://www1.nyc.gov/site/planning/data-maps
/nyc-population/geographic-reference.page>.
16 Understanding and Using American Community Survey Data
16 What State and Local Government Users Need to Know
U.S. Census BureauWith this evaluation, we were confident that our map provided a relatively reliable depiction of reality on the
ground and went ahead with its use supporting the mayoral initiative (see Figure 3.13).
Figure 3.13. Map of Employed Population
Source: Author’s analysis of data from the U.S. Census Bureau, American Community Survey, 5-Year Estimates.
Mapping Unemployment
Generally, the relative size of ACS MOEs increases in relation to associated ACS estimates as count estimates
get smaller. It follows that smaller estimates are often less reliable, in a relative sense.29 Consequently, maps built
using smaller ACS estimates are typically less reliable than those built using large estimates. We confronted this
issue when we attempted to map unemployment estimates for New York City, since the unemployed population
is usually much smaller than the employed population. (The unemployed population is only about one-tenth the
size of the employed population in New York City.) Because of the relatively large MOEs, we could only produce a
reliable map of census tracts if we sorted them into two categories—one for tracts with 250 or more unemployed
persons and one for tracts with fewer than 250 unemployed. While such a map would be informative, we wanted
29 Because estimates and associated MOEs vary greatly in size, it helps to examine the size of MOEs in relation to estimates to better under-
stand the relative reliability of ACS estimates. ACS analysts often use Coefficients of Variation (CVs) as a measure of relative reliability—making
it possible to compare the reliability of ACS estimates across different years, periods (1-year vs. 5-year periods), geographic areas, and variables.
For more information on CVs, see the section on “Understanding Error and Determining Statistical Significance” in Understanding and Using
American Community Survey Data: What All Data Users Need to Know, <www.census.gov/programs-surveys/acs/guidance/handbooks/general
.html>.
Understanding and Using American Community Survey Data 17
What State and Local Government Users Need to Know 17
U.S. Census Bureauto give the public a greater understanding of the differences in unemployment across our city. For this reason, a
higher-order geographic area, Neighborhood Tabulation Areas (NTAs), was evaluated for mapping suitability.
NTAs were created by DCP using aggregates of census tracts that approximate New York City neighborhoods
and fit perfectly within Public Use Microdata Area (PUMA) boundaries. This geographic area has gained wide-
spread acceptance and use in New York City because of its relative statistical reliability and because New
Yorkers tend to think in terms of neighborhoods. However, since the Census Bureau does not publish data at the
NTA level, we needed to calculate new estimates and MOEs aggregating from published, tract-level, unemploy-
ment data.30 Using NTAs, a reliable map of unemployment was produced with four categories—as with employ-
ment, breakpoints were rounded to make the map more presentable (see Figure 3.14).
30 For more information on calculating MOEs for aggregated count estimates, see the section on “Calculating Measures of Error for Derived
Estimates” in Understanding and Using American Community Survey Data: What All Data Users Need to Know, <www.census.gov/programs
-surveys/acs/guidance/handbooks/general.html>.
Figure 3.14. Map of Unemployed Population
Source: Author’s analysis of data from the U.S. Census Bureau, American Community Survey, 5-Year Estimates.
18 Understanding and Using American Community Survey Data
18 What State and Local Government Users Need to Know
U.S. Census BureauMapping Change in Employment
The 2011–2015 ACS data release provided us with our first opportunity to compare two nonoverlapping 5-year
period estimates (2006–2010 and 2011–2015) based on common population controls derived from the 2010
Census and, for the most part, common geographic boundaries. Therefore, we wanted to map change in the
employed population as well. To conduct an evaluation of map reliability, it was necessary to first calculate the
tract-level changes in employment and calculate the MOEs associated with those changes.31 These calculations
were quite simple, because we could use the same formula we used when calculating the MOEs for aggregate
areas: the square root of the sum of the squared MOEs.32 Again, it was our preference to create a tract-level map,
so we first calculated employment change and associated MOEs for census tracts. Once calculated, estimates
and MOEs were inserted into the Map Reliability Calculator.
Employment had increased substantially across the city (up nearly 200,000 or 5 percent), so we were surprised
to find that a reliable tract map could not be produced, no matter how few categories were used. As with the
map of unemployment, we turned to NTAs, a higher-order geographic area, to see if change could be reliably
mapped. Change in employment, however, could not pass reliability thresholds using a natural breaks classifica-
tion scheme. Therefore, PUMAs, the next higher order statistical geography, were considered. PUMA employ-
ment estimates and MOEs from 2006–2010 had to be calculated using census tract aggregations (as with NTAs),
because PUMA boundaries changed in 2012, and 2011–2015 estimates were based on the 2012 boundaries.
Unfortunately, as with census tracts and NTAs, the PUMA geographic level proved to be unreliable for a natural
breaks classification scheme.
With no reliable results, we re-examined our calculator analysis for all three geographic areas. Map classification
schemes that were close to being reliable were manipulated to test whether they could pass reliability thresholds
with a set of alternate breakpoints. We found that we could produce a reliable NTA map by slightly adjusting the
breakpoint between the first and second categories of a two-class, natural-breaks map (see Figure 3.15).
31 The Census Bureau endorses the use of statistical testing to gauge the reliability of change over time. This testing tells users that the direc-
tionality of change has a 9 in 10 chance of being correct. However, to gauge the reliability of the magnitude of change, it is important that ACS
data users go beyond this basic test and consider the MOE associated with the estimate of change.
32 For detailed guidance on “Comparing Estimates for Nonoverlapping Periods” see page 4 in the Census Bureau’s “Instructions for Applying
Statistical Testing to the 2011–2015 ACS 5-Year Data,” available at <www.census.gov/programs-surveys/acs/technical-documentation/code
-lists.2015.html>.
Figure 3.15. Results From Map Reliability Calculator (Two Class Breaks)
Source: New York City Department of City Planning, Map Reliability Calculator, <https://www1.nyc.gov/site/planning/data-maps
/nyc-population/geographic-reference.page>.
Understanding and Using American Community Survey Data 19
What State and Local Government Users Need to Know 19
U.S. Census BureauBecause our lowest map category encompassed both positive and negative change in employment, we chose
to only emphasize the top category, where change was equal to, or exceeded, an employment increase of 2,000
(see Figure 3.16).
Figure 3.16. Map of Change in Employed Population
Source: Author’s analysis of data from the U.S. Census Bureau, American Community Survey, 5-Year Estimates.
20 Understanding and Using American Community Survey Data
20 What State and Local Government Users Need to Know
U.S. Census BureauConclusion
In producing this series of maps depicting dimensions of employment in New York City, we learned quite a bit
about producing reliable maps for general use. In creating a tract-level map of employment, we learned that
map reliability can typically be improved by reducing the number of map categories. Additionally, through the
production of the unemployment map, we found that map reliability can usually be improved by using higher-
order geographic areas, because the reliability of underlying estimates is improved. Finally, while generating a
map showing change in employment, we discovered that category breakpoints can be adjusted to make a map
statistically reliable.
This was an important lesson, because it is ultimately up to each end user to decide which breaks work best for
their purposes.
While we decided to use a mix of different geographic types in our maps, others might opt for uniformity in their
publication summary level. In fact, data users have several different options in mapping ACS data. For example:
• Choosing different classification schemes, such as equal interval or quantile schemes.
• Selecting fewer map categories to reduce the risk of misclassification.
• Normalizing data using percentages (as opposed to using counts).
• Loosening map reliability standards to gain insight into a very generalized spatial distribution—
acknowledging that such a map is more prone to error.33
Regardless of your approach, it is essential that ACS data mappers pursue their cartographic endeavors with a
full understanding that uncertainty is inherent in all survey data, including ACS data, and will impact the quality
of maps. It is ultimately up to each end user to decide which standards are most appropriate for their applica-
tions.
33 The NYC Department of City Planning’s Map Reliability Calculator provides reliability scores so that users can select alternative thresholds if
they choose.
Understanding and Using American Community Survey Data 21
What State and Local Government Users Need to Know 21
U.S. Census BureauCase Study #3: King County Housing Assessment
Skill Level: Intermediate/Advanced
Subject: Evaluating Housing Program Participation
Type of Analysis: American Community Survey (ACS) microdata analysis
Tools Used: ACS Public Use Microdata Sample File and data.census.gov
Authors: John Wilson, Assessor, King County, WA, Department of Assessments; Chandler Felt, Demographer,
King County, WA; and Susan Kinne, Epidemiologist at Public Health-Seattle and King County
John Wilson:
When I became King County (WA) assessor in 2016,
housing affordability was headed towards a crisis
level—especially for low-income seniors, disabled vet-
erans, and other disabled individuals. King County has
2.1 million residents, and real estate values had been
rising at a double-digit pace annually.
I was curious how many people were enrolled in a
state-authorized property tax exemption program. It
turned out to be only about 15,000 countywide. That
number seemed low to me, so I contacted Chandler
Felt, King County’s demographer.
I asked Chandler, knowing how familiar he was with
U.S. Census Bureau data, if he knew of any way to
determine how many people in King County might be
eligible for the program. Chandler suggested the lat-
est American Community Survey (ACS) data.
Chandler Felt:
As demographer for the county, I turned to the
Census Bureau’s ACS via data.census.gov.34 I looked
through the available tables in data.census.gov using
the 2014 ACS 1-year data set and the 2010–2014 ACS
5-year data set, but soon realized that the data.cen-
sus.gov tables would not provide the entire list of eli-
gibility criteria for the exemption. The ACS Public Use
Microdata Sample (PUMS) data set would be required
to slice our population precisely enough to answer
the question, and I do not have experience using the
PUMS data.35 I forwarded John’s request to my col-
league Susan Kinne, Epidemiologist at Public Health-
Seattle and King County, who is a skilled PUMS user.
King County’s senior tax exemption is based on three
eligibility criteria, all from household data:
• Household tenure = owner (as opposed to renter).
• Age of householder is 62 or older.
• Household income is less than $40,000.
34 Data.census.gov was not available at the time this case study
was written but is cited here because it is now the primary tool for ac-
cessing ACS data.
35 The ACS PUMS files are a set of untabulated records with infor-
mation about individual people or housing units. The Census Bureau
produces the PUMS files so that data users can create custom tables
that are not available through pretabulated (or summary) ACS data
products.
Using the regular data.census.gov tables, I could only
report and analyze these criteria two at a time—and
not very precisely at that. Income by age is available
for householders aged 65 and over, and the cross
tabulation of owners by age was likewise for 65-year-
olds. Generating a series of data.census.gov tables,
I developed a rough estimate that up to 34,000
households—4.2 percent of the over 800,000 house-
holds in the county—might be eligible as of 2014.
Assessor John Wilson and I agreed that a more reli-
able estimate was needed, so we asked Susan Kinne
to conduct a PUMS analysis, using the three eligibility
criteria listed above.
For this analysis, Susan used data from the 2010–2014
ACS 5-year PUMS file because it was the most recent
data available at the time. The 5-year PUMS files are
multiyear combinations of the 1-year PUMS file with
appropriate adjustments to the weights and infla-
tion adjustment factors. She chose to use the 5-year
file because it yields more reliable estimates than the
1-year file, and she was conducting an analysis for a
relatively small geographic area and population sub-
group (older homeowners living in King County).
22 Understanding and Using American Community Survey Data
22 What State and Local Government Users Need to Know
U.S. Census Bureau
Here are the steps she took to produce an estimate of the number of homeowners aged 62 and older in King
County who may be eligible for a property tax exemption:
1. Using data.census.gov (Table S2501), Susan first found an estimate of the total number of occupied housing
units in King County, WA, in 2010–2014 (808,729) (see Figure 3.17).
2. Using statistical software, she read in the data from the 2010–2014 ACS 5-year PUMS file.36
3. Next, she used the PUMS Data Dictionary to find the variables she needed to conduct her analysis.37
4. From her previous work with the PUMS data, she knew that King County was made up of 11 Public Use
Microdata Areas, or PUMAs, ranging from PUMA 11606 through PUMA 11616. She selected these PUMAs using
the PUMA10 variable in the data set.38
5. Next, she selected the PUMS variables and categories she needed to determine the percentage of occupied
housing units in King County headed by homeowners aged 62 and older.
a. AGEP (Age) >= 62
b. RELP (Relationship) = 0 (Household reference person)
c. TEN (Tenure) = 1 (Owned with a mortgage) or 2 (Owned without a mortgage)
6. A cross-tabulation of these variables showed that approximately 16.2 percent of occupied housing units were
headed by homeowners aged 62 and older. Applying that estimate to the total number of occupied housing
units from data.census.gov (808,729) yielded an estimate of about 131,000 occupied housing units headed by
older homeowners.
7. As a final step, she used the HINCP (Household Income) variable to estimate that among the 131,000 housing
units headed by older adults, approximately 40,000 (31 percent) had incomes below the $40,000 tax exemp-
tion threshold.
36 U.S. Census Bureau, American Community Survey (ACS), PUMS Data, <www.census.gov/programs-surveys/acs/data/pums.html>.
37 U.S. Census Bureau, American Community Survey (ACS), PUMS Technical Documentation, <www.census.gov/programs-surveys/acs
/technical-documentation/pums/documentation.html>.
38 PUMAs are special nonoverlapping areas that partition each state into contiguous geographic units. Each contains roughly 100,000 people.
Figure 3.17. Table of Occupancy Characteristics in King County, Washington: 2010–2014
Source: U.S. Census Bureau, data.census.gov, <https://data.census.gov>.
Understanding and Using American Community Survey Data 23
What State and Local Government Users Need to Know 23
U.S. Census BureauConclusion
The results suggested that there could be 25,000 low-income homeowners eligible to participate in the tax
exemption program who were not enrolled (40,000 minus 15,000 currently enrolled).
We set into action an outreach plan to increase enrollment. By reaching into certain neighborhoods with large
numbers of lower-income homeowners, we were able to increase the number of homeowners applying for the
program.
After 18 months, the Department of Assessments has brought in nearly 7,500 new applications. That represents
a nearly 50 percent increase in enrollment.
24 Understanding and Using American Community Survey Data
24 What State and Local Government Users Need to Know
U.S. Census Bureau4. ADDITIONAL RESOURCES
U.S. Census Bureau, What Is the American
Community Survey?
<www.census.gov/programs-surveys/acs/about.html>
U.S. Census Bureau, ACS Data Tables and Tools
<www.census.gov/acs/www/data/data-tables
-and-tools/>
U.S. Census Bureau, Understanding and Using
American Community Survey Data: What All Data
Users Need to Know
<www.census.gov/programs-surveys/acs/guidance
/handbooks/general.html>
U.S. Census Bureau, Census Business Builder (CBB)
<www.census.gov/data/data-tools/cbb.html>
U.S. Census Bureau, Data.census.gov Resources
<www.census.gov/data/what-is-data-census-gov.html>
U.S. Census Bureau, ACS Data Releases
<www.census.gov/programs-surveys/acs/news
/data-releases.html>
U.S. Census Bureau, Geography and ACS
<www.census.gov/programs-surveys/acs
/geography-acs.html>
U.S. Census Bureau, State Data Center (SDC) Program
<www.census.gov/about/partners/sdc.html>
ACS Online Community
<https://acsdatacommunity.prb.org/>
Understanding and Using American Community Survey Data 25
What State and Local Government Users Need to Know 25
U.S. Census Bureau