Research Article

Joint Estimation of the Characteristics and Intensity of Poverty in Spain: The Case of Imputed Rent

Table 7

Main results of Spanish poverty studies.

AuthorData baseSubject of the studyVariablePoverty lineResults/poverty

Plan CCB [1].Secondary data bases.To know the extent of poverty in Spain. They consider absolute poverty.People with less than 2,100 kal. Per day.
People without a house.
People perceiving Social Aid
Absolute poverty line: combination of different variables.Families in poverty: 3 million.

FOESSA [7]Family Survey 1963.
Secondary data bases.
To know the extent of poverty in Spanish households.Income per household.Less than 2,500 ptas./month per family.1,630,00 households.
7 million people.

INE [8].Survey on Family Budgets (From now on EPF) 1980/81First estimation of poverty coming from the EPF.Income per household.n.d.21.8% households.
19.2% people.

EDIS [9].National Survey 1983.Analysis of poverty and social alienation in Spain.Income per head.50% of monthly income (mean).
12,500
18% urban zones.
24% in towns with less than 250,000 h. total: 8 millions.

Ministerio de Trabajo [10]National Survey 1983-84.Verify the extent of Spanish poverty. It includes criteria of subjective and objective poverty.Income per head.50% of monthly income (mean).
17,488 ptas/month.
16.7 households.
22.7% people.

Ruiz-Castillo [11].EPF1980/81It applies different sensibility indicators to the microdata.Expenditure per head.50% of expenditure per head.
110,188 ptas./year.
14.4% households.
17.0% people.
Bosch et al. [12].EPF 1973/74 and 1980/81Evolution of Spanish poverty in the seventies applying Ruiz-Castillo methodology.Expenditure per head.50% of expenditure per head. % people.
% people.

Ohiggins and Jenkins [13].EPF 1973/74 and 1980/81.
Continuous Survey on Family Budgets (From now on ECPF) (ECPF) 1985.
International comparisons of poverty evolution.Income per head.50% of income per head.1973 %; %.
1980 %; %.
1985 %; %.

ECB-Equipo de Economía Cuantitativa del Bienestar de la Universidad de Málaga
[14].
Survey on Family Budgets 1980/81 (EPF).Geographical distribution of poverty.Income per household.50% of income per household.Province analysis:
Álava (7.4%), Guipúzcoa (7.7) and Vizcaya (9.6%).
Cáceres (49%), Zamora (44%) and Badajoz (44%).

Escribano [15].EPF 1973/74 and 1980/81. ECPF 1985, 86, 87 and 88.Evolution of poverty and inequality.Expenditure per head.50% expenditure per head.16.0% people.

EUROSTAT [16].ECPF1987International poverty comparison and sensibility analysis.Expenditure per equivalent adult.50% mean of expenditure per equivalent adult.16.9% people.
17.5% households.

INE [17].EPF 1990/91Study of less fortunate households.Mean of equivalent expenditure.50% mean of equivalent expenditure:
426,320 ptas/year.
18.9% people.
19.7% households.
Ayala et al. [18].EPF 1980/81 and 19990/91.
Luxemburg Income Study.
International poverty comparisons with homogeneous dataExpenditure per equivalent adult Income per equivalent adult1980
50% expenditure per equivalent adult: 141.720 ptas/year.
50% income per equivalent adult:
119.523 ptas/year.
1990
50% expenditure per equivalent adult: 427.315 ptas/year.
(a) Expenditure: 1980: households = 19.7%; people = 19.6%.
1990: households = 18.6%; people = 17.6%.
(b) Income: 1980: households = 16.2%; people = 18.4%.
1990: households = 13.0%; people = 15.1%.

García Linaza and
Martín Reyes [19].
EPF 1980/81 and 1990/91.Geographical distribution of poverty.Household income (national mean).50% national mean of household income: 555,092 ptas/year.Province analysis:
Álava (6.8%), Madrid (8.9), Navarra (10.3) and Vizcaya (11.9%).
Salamanca (40.4%), Badajoz (39.4), Ávila (38.6) and Cáceres (34%).

FOESSA [20]National Survey 1993.Extent and composition of poverty distinguishing different levels.Income per equivalent adult.50% Income per equivalent adult:
453,504 ptas/year.
(a) People:
(U: 25%) = 3.64%.
(U: 50%) = 20.16%.
(b) Families:
(U: 25%) = 2.26%.
(U: 50%) = 16.44%

Ruiz-Huerta and Martínez [21]EPF 1980/81 and 1990/91.Exhaustive analysis of Spanish poverty patterns. Relationships between poverty and house equipment.Expenditure per equivalent adult Income per equivalent adult.50% equivalent expenditure.
415,935 ptas/year.
50% equivalent income:
349,575 ptas/year.
(a) Expenditure (people): 1980: (U: 25%) = 3.5%; (U: 50%) = 19.6%.
1990: (U: 25%) = 2.3%; (U: 50%) = 17.9%.
b) Income (people):
1980: (U: 25%) = 3.3%; (U: 50%) = 18.4%.
1990: (U: 25%) = 2.3%; (U: 50%) = 15.0%.
Martín Guzmán [22].EPF 1973/74, 1980/81 and 1990/91Poverty evolution from 1973 to 1990.Expenditure per head.
Income per head.
25 and 50% of expenditure per head.
25 and 50% income per head.
Expenditure:
EPF 73/74: 25% = 3.1; 50% = 22.0.
EPF 80/81: 25% = 2.9; 50% = 20.6.
EPF90/91: 25% = 2.1; 50% = 19.0.
FOESSA [23]Survey.
EDIS-FOESSA.
1994–1996
Study about the extent and composition of Spanish poverty distinguishing different levels.Expenditure per equivalent adult.
Income per equivalent adult.
50% net disposable income.19.4% households.
22.1% people: 8,509,000

Poza Lara (mimeo) [24]Households European Panel (From now on PHOGUE) (1996–2001)Levels and evolution of relative poverty. Differentiation by socioeconomics characteristics.Net equivalent income.50% median.Poverty rate (2001) = 17%.
Increase of poverty from 1996 to 1999 and decrease until 2001. From 1996 to 2001 invariable.
The worst situation: unemployed; without studies; couples without children; people with less than 16 years and older than 65; women.

Pérez Mayo et al. [25]PHOGUEPrivation indicator and analysis of heterogeneous population.Different variables: lack of goods and services related to household necessities and economic capabilities.Poverty line elaborated by a model of latent classes: three population groups.17.5%.
Most Spanish families can afford food and clothing necessities.

Martínez and Ruiz Huerta
[26]
PHOGUEComparison between monetary and nonmonetary poverty. Multidimensional privation indicator.Different variables: presence or lack of goods and services related to the household and economic capabilities.Generated by data. Nontraditional weights.Correlation between monetary poverty and multidimensional privation indicator but not significant. Population has a no homogeneous behavior.
Oliver et al. [27]ECPFIncome distribution from 1985 to1996.Real net equivalent income.Deciles of distribution.Improvement of the concentration of income in favor of the poorest. Decrease of inequality especially from 1985 to 1989.

Adiego Estrella and Moneo Ocaña [28]PHOGUEEvolution of poverty and persistent poverty differentiating by population segments.Income per unity of equivalent consumption.60% income median. Multidimensional privation of living conditions.1994 = 19.6%.
2001 = 18.8%.
The worst situation (poverty and persistent poverty): women, without studies; unemployed; 2 adults without children.

Ayala and Navarro [29]PHOGUEEvaluate household welfare from housing point of view.Variables related with household equipment and living conditions.Nonarbitrary differentiation by groups: Latent classes’ model.Probability of lack of basic equipment = 16%.
The worst situation:
CC.AA.: Northwest zone, Center, South and Canary Islands.
Characteristics: low income level; unemployed; no house on property; over 65 years; low studies level; bad health situation; woman.

Ayala and Navarro [29]PHOGUEDefinition of a multidimensional privation index based on household elements. They obtain transversal poverty levels depending on socioeconomic characteristics.Household elements and conditions.Nonarbitrary differentiation by groups: Latent classes’ model.Probability of suffering privation basic problems = 16%.
Different privation behavior depending on region and population characteristics.
Ayala et al. [30]PHOGUERelationship between monetary poverty and privation focused in Spanish Autonomous Communities (CC.AA).Presence or lack of some goods and services.Nonarbitrary differentiation by groups: Latent classes’ model.Global privation = 16.8%.
Monetary poverty = 18.8%.
CC.AA. with the worst situation (privation): Canary Islands, Extremadura, Andalucía, Murcia, Galicia, Cantabria and Asturias.

Ayala et al. [31]PHOGUERelationship between monetary poverty and social privation.Basic necessities, house conditions and secondary necessities.Nonarbitrary differentiation by groups: Latent classes’ model.Global privation = 7,7%.
CC.AA. situation: similar to the preceding study.

Jurado and Pérez Mayo [32]ECPF e INEMProxy to a multidimensional welfare index by r CC.AA.Adjusted consumption, real wealth, equity and economic security by inhabitant.Uniform group differentiation (arbitrary) by factorial analysis.The most favored CC.AA: Navarra, Vasque Country, Catalonia and Madrid.
The less favored CC.AA. Extremadura, Andalucía and Canary Islands.

Poza Lara [33]Technique of data reduction
PHOGUE 1994–2000
To create a multidimensional model to explain poverty. To elaborate an indirect index of personal poverty (factorial analysis). It includes seven variables: three objective and four subjective variables.Limits, ranks, and scales to inform individual situation.Poverty is a multidimensional concept.
Gender inequality.
Immigrants are in a worsen situation than nationals.
Calvo et al. [6]Statistics on Income and Living Conditions 2005 (ECV)
FOESSA 1998
To compare the situation of Spanish poverty in 1996 and 2004. To analyze the changes in poverty patterns.Income per unit of equivalent consumption.50% of income per unit of equivalent consumption.2, 912,031 households (19.2%).
7, 772,678 people (18.1%).

Calvo et al. [34]Statistics on Income and Living Conditions 2005 (ECV)To obtain a multidimensional index to analyze the behavior of Spanish Autonomous Communities.Income per unit of equivalent consumption.60% of median of income per unit of equivalent consumption (6,292.80 ).20.3% (3 millions) households are under poverty line.

Sánchez [4]Statistics on Income and Living Conditions 2007To study household and individual characteristics of Spanish poorIncome per unit of equivalent consumption/personal income with and without Imputed Rent.60% of median. Households: 7.140/year without IMRENT and 8,834 with it.
Individuals: 6,923/year without and 8,103 with it.
Households: 20% (3,189,662) without IMRENT and 14% (2,223,001) with it.
Individuals: 24.4% (7,070,572) without IMRENT and 19.6% (5,708,155) with it.

Calvo and Sánchez [2]Statistics on Income and Living Conditions 2007 (ECV)To compare the characteristics of Spanish poor with and without Imputed Rent (IMRENT)Income per unit of equivalent consumption60% of median of income per unit of equivalent consumption: 7,140 /year without IMRENT
8,834/year with IMRENT
20% (3,189,622) without IMRENT
14% (2,223,001) with IMRENT
Changes in the distribution: a big share of widows and retired people leave poverty if IMRENT is included.

Calvo and Sánchez [2].