The Survey of Consumer Finances (SCF) is normally a triennial cross-sectional survey of U.S. families. The survey data include information on families balance sheets, pensions, income, and demographic characteristics. Information is also included from related surveys of pension providers and the earlier such surveys conducted by the Federal Reserve Board. No other study for the country collects comparable information. Data from the SCF are widely used, from analysis at the Federal Reserve and other branches of government to scholarly work at the major economic research centers.The survey has contained a panel element over two periods. Respondents to the 1983 survey were re-interviewed in 1986 and 1989. Respondents to the 2007 survey were re-interviewed in 2009.The study is sponsored by the Federal Reserve Board in cooperation with the Department of the Treasury. Since 1992, data have been collected by the National Opinion Research Center (NORC) at the University of Chicago.

The purpose of the RHFS is to provide current and continuous measure of the financial health and property characteristics of single-family and multifamily rental housing properties in the United States. The survey provides information on the financing of single-family and multifamily rental housing properties with emphasis on new originations for purchase, refinancing, and loan terms associated with these originations. In addition, the survey includes information on property characteristics, such as number of units, amenities available, rental income and expenditure information. This survey was conducted in 2012 and will be conducted in 2015.

The 2001 Residential Finance Survey (RFS) was sponsored by the Department of Housing and Urban Development (HUD) and conducted by the Census Bureau. The RFS is a follow-on survey to the 2000 decennial census designed to collect, process, and produce information about the financing of all nonfarm, residential properties. Previous RF surveys have been integral parts of the decennial censuses since 1950. Primary users of RFS data in addition to HUD include the Bureau of Economic Analysis, Fannie Mae and Freddie Mac, and the Congress. Data are collected, tabulated, and presented for properties, the standard unit of reference for financial transactions related to housing. In the RFS, a property is defined as all the buildings and land covered by a single first mortgage. The sample for the RFS is stratified by property size, with large properties overrepresented in the sample. Very large properties are selected with certainty to control their effect on the reliability of the estimates. The RFS is the only standardized single source of detailed information on property, mortgage, and financial characteristics for multiunit properties. Both property owners and mortgage lenders are interviewed, resulting in more accurate information on property and mortgage characteristics. As part of the decennial census, the RFS is mandatory. This is important in collecting information from mortgage lenders.

The Survey of Consumer Attitudes and Behavior series (also known as the Surveys of Consumers) was undertaken to measure changes in consumer attitudes and expectations, to understand why such changes occur, and to evaluate how they relate to consumer decisions to save, borrow, or make discretionary purchases. The data regularly include the Index of Consumer Sentiment, the Index of Current Economic Conditions, and the Index of Consumer Expectations. This data collection is one in a series of financial surveys of consumers conducted annually since 1946. In a nationally representative sample, the head of each family unit was interviewed. Starting in 1966, in order to examine the effect that increased car ownership was having on American families, the data collected in this series were organized so that they could be analyzed by both family unit and car unit. The 1966 data are based on car unit. Survey questions regarding automobiles included number of drivers and car owners in the family, make and model of each car, purchase method, car financing and installment debt, and expectations of car purchases in the coming year. Other questions in the 1966 survey covered the respondent's attitudes toward national economic conditions (e.g., the effect of Vietnam War involvement and relations with other communist countries on United States business) and price activity, as well as the respondent's own financial situation. Other questions examined the family unit head's occupation, and the nature and amount of the family's income, debts, liquid assets, changes in liquid assets, savings, investment preferences, and actual and expected purchases of major durables. In addition, the survey explored in detail the subject of housing, e.g., previous and present home ownership, value of respondent's dwelling, and mortgage information. Each respondent also was asked about unemployment, job history, hours of part- and full-time employment, and retirement plans. Personal data include age and education of head, household composition, and occupation.

Dataset

This dataset was created by Mike Johnson Jr

Contents

School District Finance Survey, 2011-12 (F-33 2011-12), is a study that is part of the Common Core of Data (CCD) program; program data available since 1990 at . F-33 2011-12 (https://nces.ed.gov/ccd/f33ageninfo.asp) is a universe survey that is designed to provide finance data for all local education agencies (LEAs) that provide free public elementary and secondary education in the United States. The data file for F-33 2011-12 contains records representing the public elementary and secondary education agencies in the 50 United States and the District of Columbia. Key statistics produced from F-33 2011-12 are expenditures by object and function, indebtedness, and revenues by source. The F-33 is collaboration by the National Center for Education Statistics (NCES) and the Census Bureau. Census is the primary collection agent. Census refers to the collection as the Annual Survey of Local Government Finances: School Systems and releases its own version of the data file and publication based on that file. The NCES and Census files differ in their inclusion of independent charter school districts, the classification of some revenue items, and the inclusion of some expenditure items.

This data collection is one in a series of financial surveys of consumers conducted annually since 1946. In a nationally representative sample, the head of each spending unit (usually the husband, the main earner, or the owner of the home) was interviewed. The basic unit of reference in the study was the spending unit, but some family data are also available. The questions in the 1955 survey covered the respondent's attitudes toward national economic conditions and price activity, as well as the respondent's own financial situation. Other questions examined the spending unit head's occupation, and the nature and amount of the spending unit's income, debts, liquid assets, changes in liquid assets, savings, and actual and expected purchases of cars and other major durables. In addition, the survey explored in detail the subject of housing, e.g., previous and present home ownership, value of respondent's dwelling, satisfaction with home and space, expected duration of tenure there, mortgage information, budgeting, handling of family finances, use of installment plans, and changes in liquid assets. Personal data include number of people in the spending unit, age, sex, and education of the head, and the race and sex of the respondent. (Source: downloaded from ICPSR 7/13/10)

Please Note: This dataset is part of the historical CISER Data Archive Collection and is also available at ICPSR at https://doi.org/10.3886/ICPSR03600.v1. We highly recommend using the ICPSR version as they may make this dataset available in multiple data formats in the future.

The purpose of the RHFS is to provide current and continuous measure of financial, mortgage and property characteristics of multifamily rental housing properties in the United States. The survey provides information on the financing of multifamily rental housing properties with emphasis on new originations for purchase, refinancing, and loan terms associated with these originations. In addition, the survey includes information on property characteristics, such as number of units, amenities available, rental income and expenditure information.

This data collection is one in a series of financial surveys of consumers conducted annually since 1946. In a nationally representative sample, the head of each family unit was interviewed. The 1964 data are based on the family unit. The questions in the 1964 survey covered the respondent's attitudes toward national economic conditions and price activity, as well as the respondent's own financial situation. Other questions examined the family unit head's occupation, and the nature and amount of the family's income, debts, liquid assets, changes in liquid assets, savings, investment preferences, and actual and expected purchases of cars and other major durables. In addition, the survey explored in detail the subject of housing, e.g., previous and present home ownership, value of respondent's dwelling, and mortgage information. The survey also gathered detailed information on savings, assets, and stock ownership. Personal data include age and education of head, household composition, and occupation.

Contains 180 time series and 65 indicators that are expressed as ratios to GDP, land area, or adult population to facilitate cross-economy comparisons. Provision of FAS data is voluntary.

Abstract

Financial services sector, like other economic sectors of Azerbaijan, has been characterized with fast development rate. Banking, insurance and post services hold leading positions among those services. Individuals are one of the major consumers of those services. Thus, more than 3.6 million people already use payment cards and about 500,000 people take consumer credits. Increase of financial literacy and better protection of consumer rights contribute to more efficient access of population to financial services. First of all, current status of financial literacy of population should be studied and problems revealed, to this end.

Increase of financial literacy and better protection of consumer rights became more urgent issues over the last decade. Fast integration of Azerbaijan into the world economy made it necessary to study those issues and implement appropriate measures in the country.

In view of the above mentioned facts, the Central Bank of the Republic of Azerbaijan, World Bank and SECO decided to carry out a financial literacy research of the population. The main objective of that project was to conduct a "Financial Literacy Survey", create a Single Database and prepare a Report reflecting outcomes of the survey.

Geographic coverage

The survey covered Baku (including 11 administrative districts), Ganja, Sumgait, Shirvan, Khirdalan, Sheki, Lankaran, Yevlakh, Nakhchivan, Guba, Gusar, Aghsu, Bilesuvar, Berde, Tovuz, Masalli cities, 2 settlements and 37 villages (see: table 1.1 of the survey report). 54% of survey participants live in urban (Baku- 23%) and 46% in rural areas. This is a similar pattern to the national demographic status.

Analysis unit

Household, individual

Universe

The survey was carried out among people above 18 years old (18 also included) (except for those not capable of being interviewed) with the latest birthday date within a year.

Kind of data

Sample survey data [ssd]

Sampling procedure

Definition of sampling frame and scale

1200 respondents were defined as a sample frame in 8 economic regions (2 economic regions of the country are under occupation) and Baku city. The main reason for conducting the survey among 1200 respondents is to ensure representativeness and financial feasibility of the project. Urban and rural ratio was set at 54% and 46% in line with statistic indicators. For detailed information see Table 1.1 of the survey report.

Preparation of the survey plan and implementation of survey sampling

Sampling was carried out at 2 stages: i) at the first stage, it was conducted while taking into account distribution of population by capital city, other urban and rural areas and economic regions with preliminary sampling units being street and villages (each preliminary sampling unit includes 15 respondents); ii) At the second stage, streets within the sampled cities and villages within economic regions were randomly selected. For example, according to results of the first stage of the sampling, a survey should be carried out among 45 respondents in Guba region and 15 respondents should be selected in urban areas and 30 respondents in rural areas. In view of the fact that primary sampling unit consists 15 respondents, 1 street within Guba town or its settlements and 2 villages among rural areas should be randomly selected.

Mode of data collection

Face-to-face [f2f]

Research instrument

The questionnaire was prepared based on the analogical questionnaire used in Russia and submitted by the Central Bank. The questionnaire was translated into Azerbaijani language, questions were adjusted to the country context, irrelevant questions were removed and new ones introduced. Meetings were arranged with representatives of the Central Bank and other relevant organizations, as well as their comments were discussed through e-mail during the preparation period of the questionnaire. The final version of the questionnaire was consisted of 65 questions and mainly covered such issues as registration of household's income and expenditures, financial awareness, financial literacy on basic calculations, violation of consumer rights during the use of financial services, access to financials services, payments cards and socio-demographic status of respondents. The questionnaire was prepared in Azerbaijani language and then, translated into English.

Cleaning operations

Entering and cleaning data, and creation of a Single Database

An operator entered and analyzed data through relevant software (SPSS). All questionnaires were coded during the entering process of data. An database specialist undertook additional control and regulation works to clean data. A Single Database was checked through preliminary analysis after major logic examination.

A Single Database was created at SPSS software based on questions of the questionnaire. Answers given by 1207 respondents were entered into the Single Database.

Researchers at Innovations for Poverty Action conducted an in-person intercept survey among users of digital financial services (DFS), including mobile money, mobile banking, and mobile loans. The survey covered consumers' experiences with DFS, preferences over service providers and levels of trust, price awareness and transparency, fraud and dispute resolution, and questions measuring financial security during the pandemic. Results will guide researchers on which consumer protection topics need further investigation.

Dataset holding responses made by households to the HFCS. The HFCS primarily measures wealth of households in Ireland.

School District Finance Survey, 2007-08 (F-33 2007-08), is a study that is part of the Common Core of Data (CCD) program; program data available since 1990 at . F-33 2007-08 (https://nces.ed.gov/ccd/f33ageninfo.asp) is a universe survey that is designed to provide finance data for all local education agencies (LEAs) that provide free public elementary and secondary education in the United States. The data file for F-33 2007-08 contains 16,453 records representing the public elementary and secondary education agencies in the 50 United States and the District of Columbia. Key statistics produced from F-33 2007-08 are expenditures by object and function, indebtedness, and revenues by source. The F-33 is collaboration by the National Center for Education Statistics (NCES) and the Census Bureau. Census is the primary collection agent. Census refers to the collection as the Annual Survey of Local Government Finances: School Systems and releases its own version of the data file and publication based on that file. The NCES and Census files differ in their inclusion of independent charter school districts, the classification of some revenue items, and the inclusion of some expenditure items.

School District Finance Survey, 2012-13 (F-33 2012-13), is a study that is part of the Common Core of Data (CCD) program; program data available since 1990 at . F-33 2012-13 (https://nces.ed.gov/ccd/f33ageninfo.asp) is a universe survey that is designed to provide finance data for all local education agencies (LEAs) that provide free public elementary and secondary education in the United States. The data file for F-33 2012-13 contains records representing the public elementary and secondary education agencies in the 50 United States and the District of Columbia. Key statistics produced from F-33 2012-13 are expenditures by object and function, indebtedness, and revenues by source. The F-33 is collaboration by the National Center for Education Statistics (NCES) and the Census Bureau. Census is the primary collection agent. Census refers to the collection as the Annual Survey of Local Government Finances: School Systems and releases its own version of the data file and publication based on that file. The NCES and Census files differ in their inclusion of independent charter school districts, the classification of some revenue items, and the inclusion of some expenditure items.

Abstract

The Rwandan government has created a conducive environment for growth in multiple sectors, set ambitious targets to become a middle-income country by 2020, and sees the development of the financial sector as a key to meeting these targets.

In 2014-2015, a research company InterMedia conducted Financial Inclusion Insights Survey to explore the uptake and usage of financial services generally and mobile financial services in Rwanda. This study sought to understand the role digital financial services (DFS) play in money transfers, payments and savings among various consumer segments.

The study objectives were: - to track citizens' access to financial services generally and the uptake and use of mobile financial services (MFS) specifically - to evaluate service performance amongst MFS agents and customers - to identify drivers and barriers to further adoption of MFS - to make forward projections and provide insight that will generate market growth.

The survey was conducted among nationally representative sample of Rwandan adults age 15 and older. The sample size was 2,003. The survey was administered using face-to-face interviews from December 2014 to February 2015. The results provided baseline measurements. Subsequent annual surveys can measure trends and track market developments in digital financial services.

Geographic coverage

National

Analysis unit

• Individuals,
• Households

Universe

Adults age 15 and older residing in households

Kind of data

Sample survey data [ssd]

Sampling procedure

The 2012 Census file obtained from the Rwanda National Institute of Statistics (NISR) was used as the sampling frame. This file includes all the provinces (5), districts (30) and sectors (416) in Rwanda with their respective population. It also contains the proportion of rural and urban population. After selecting the sectors for the survey, the NISR provided the list of cells and villages for selected sectors from which villages were selected.

The total sample size was 2,000 interviews distributed across 200 villages with 10 interviews per village. A simple random probability sampling technique was used to distribute the Primary Sampling Units across the 416 sectors, taking into account the rural urban split of 83/17 in Rwanda.

Within the selected sectors one village was randomly selected. In total 33 urban and 167 rural villages were selected. Random walk and Kish grid methods were respectively used to select households and respondents.

Mode of data collection

Face-to-face [f2f]

Research instrument

The questionnaire was read word for word, almost always in Kinyarwanda.

In addition to the questionnaire, the following forms were filled daily: - Interviewer log sheet, - Supervisor observation forms, issue log, field log and back-check sheets.

Three consent forms were used in the study: - Parent/guardian consent form for all respondents who were between 15-17 years of age, - Informed consent form to participate in a separate follow-up study for respondents who had registered mobile money accounts, - Photography consent form for all respondents.

Cleaning operations

Data was manually captured using QPSMR (Questionnaire Processing Software Market Research) in double entry (100% verification). A total of 34 data entry clerks participated throughout project in two shifts (night and day shifts). 25% of the questionnaires were captured concurrently with field work and the rest upon field work completion.

The verified data was then exported to SPSS for consistency checks. Variable checks were created using a codebook developed by InterMedia for each column to check the consistency in base and by extension also used to pick out missing data points.

The FR 3033p is the first part of a two-stage survey series, which has been conducted at regular five-year intervals since 1955. It is a census survey designed to identify the universe of finance companies eligible for potential inclusion in the FR 3033s. It gathers limited information including total assets, areas of specialization, and information on the corporate structure of such companies. The second part of these information collections, the FR 3033s, collects balance sheet data on major categories of consumer and business credit receivables and major liabilities, along with income and expenses, and is used to gather information on the scope of a company's operations and loan and lease servicing activities. In addition, additional questions were added to collect lending information related to the COVID-19 impacts.

Researchers at Innovations for Poverty Action partnered with the Competition Authority of Kenya (CAK) to conduct a phone-based survey among users of digital financial services (DFS), including mobile money, mobile banking, and mobile loans. The survey covered consumers' experiences with DFS, preferences over service providers and levels of trust, price awareness and transparency, fraud and dispute resolution, and questions measuring financial security during the pandemic. The findings will help CAK develop strategies to protect consumers from fraud and to address and redress complaints. Additionally, results will guide researchers on which consumer protection topics need further investigation.

PI-provided abstract: The Census Bureau took the Residential Finance Survey (RFS) as part of the decennial census from 1950-2000. The RFS is the only survey designed to collect and produce data about the financing of nonfarm, privately-owned residential properties. The RFS is a unique survey for several reasons: It collects, tabulates, and presents data for properties, the standard unit of reference for financial transactions related to housing. In most other demographic surveys, the unit of reference is the person, household, or housing unit. It is the only source of information on property, mortgage, and financial characteristics for multi-unit rental properties. Information on multi-family loans and properties is particularly difficult to obtain, but is important to understand if progress is to be made in the development of standards for underwriting multi-family mortgages. It conducts interviews of property owners and mortgage lenders, resulting in more accurate information on property and mortgage characteristics. The RFS is the only survey which is able to provide a comprehensive view of mortgage finance in the USA, by providing information not only about the loan itself from the lender, but also information about the property owner's demographic characteristics. As part of the decennial census, it is mandatory. This is important in collecting information from mortgage lenders. The RFS is exempt from statutes prohibiting release of financial records by financial institutions. It is able to subdivide the industry into relevant components. Different parts of the industry have excellent information on their own loans and clients, but not that of the industry as a whole. Information on lending by individual investors or small groups of investors such as pension funds is collected only by the RFS.

This data collection is one in a series of financial surveys of consumers conducted annually since 1946. In a nationally representative sample, the head of each family unit was interviewed. Starting in 1966, in order to examine the effect that increased car ownership was having on American families, the data collected in this series were organized so that they could be analyzed by both family unit and car unit. The 1966 data are based on car unit. Survey questions regarding automobiles included number of drivers and car owners in the family, make and model of each car, purchase method, car financing and installment debt, and expectations of car purchases in the coming year. Other questions in the 1966 survey covered the respondent's attitudes toward national economic conditions (e.g., the effect of Vietnam War involvement and relations with other communist countries on United States business) and price activity, as well as the respondent's own financial situation. Other questions examined the family unit head's occupation, and the nature and amount of the family's income, debts, liquid assets, changes in liquid assets, savings, investment preferences, and actual and expected purchases of major durables. In addition, the survey explored in detail the subject of housing, e.g., previous and present home ownership, value of respondent's dwelling, and mortgage information. Each respondent also was asked about unemployment, job history, hours of part- and full-time employment, and retirement plans. Personal data include age and education of head, household composition, and occupation. (Source: downloaded from ICPSR 7/13/10)

Please Note: This dataset is part of the historical CISER Data Archive Collection and is also available at ICPSR at https://doi.org/10.3886/ICPSR07446.v3. We highly recommend using the ICPSR version as have made this dataset available in multiple data formats.