Important Upcoming Data Releases: September 2017

.. monthly updates on recent & upcoming data analytics tools & resources .. this section provides a monthly update on important new data developments and applications/developments to further their use in data analytics. A focus of this section is on new or revised geographic, demographic and economic data. Most of these data are used to develop and update ProximityOne census tract-level up demographic-economic projections to 2022 and county-level up population by single year of age projections to 2060. See about September projection updates below on this page. This section is organized into recent past data updates and upcoming (month ahead) data releases and may be updated to reflect new or extended details. See related news and updates:
• What’s New daily updates
• Situation & Outlook Calendar

See related Web section.

Recent Past Data Releases/Access

U.S. by Census Tract 2017 HMDA Low & Moderate Income (FFIEC)
• Release date — 8/17; next update — mid 2018
• 2017 annual HMDA data — covers all income levels not only LMI
• New 2017 HMDA data
• See more information – access data.

U.S. by County Population by Single Year of Age (NCHS)
• Release date — 8/22/17; next update — mid 2018
• 2010 through 2016 annual population by single year of age
• New 2016 data extending annual series 2010 forward
• See more information – access updates.

Housing Price Index (FHFA)
• Release date — 8/22/17; next update — 11/28/17
• Quarterly HPI
• New 2017Q2 data extending quarterly time series.
• See more information – access updates.

Quarterly Gross Domestic Product by State (BEA)
• Release date — 9/20/17; next update — 11/21/17
• Quarterly GDP by Industry
• New 2017Q1 data extending quarterly time series.
• See more information – access data.

Upcoming Data Releases/Access 

2017 TIGER Digital Map Database (Census)
• Expected ~ 9/7/17
• Topologically Integrated Geographic Encoding & Referencing (TIGER) data.
• Geographic data; predominately shapefiles.
.. intersection to intersection road segment geography and attributes.
• New 2017 GIS/mapping shapefiles for use with wide-ranging data
.. including with Census 2010, ACS 2016 & other subject matter.
• See more information – updates to access summarized in that section.

Census of Employment and Wages (BLS/CEW)
• Release date — 9/6/17; next update — 12/5/17
• AKA ES-202 data — establishments, employment & wages by NAICS code/type of business
• U.S. by county.
• New 2017Q1 data extending quarterly time series.
• See more information.

2016 American Community Survey 1-year estimates (Census/ACS)
• Release date — 9/14/17
• Wide-ranging demographic-economic data for areas having population 65,000+
.. all states, CDs, PUMAs, MSAs and larger cities/CBSAs/school districts/counties (817 of 3142)
• New 2016 estimates.
• See more information – updates to access summarized in that section.

SY 2015-16 Annual School & School District Characteristics (NCES)
• Expected ~ 9/14/17
• National school school & school district characteristics.
• New 2015-16 school year administratively reported data.
• Schools … see more information – access updates.
• School District … see more information – access updates.

2016 Annual Gross Domestic Product by Metro (BEA)
• Release date — 9/20/17
• GDP by Industry by Metro
• New 2016 data extending time series
• See more information – access updates.

Census Tract Estimates and Projections to 2022 — ProximityOne
• Release data ~ 9/27/17
• National census tract and higher level geography demographic-economic updates
• Annual estimates & projections; 2010 through 2022
• Updated to reflect/integrate data released through 9/2017 as summarized above   • See more information.

County Population by Single Year of Age Projections to 2060 — ProximityOne
• Release data ~ 9/27/17
• National county and higher level geography demographic updates
• Annual estimates & projections; 2010 through 2060
• Updated to reflect/integrate data released through 9/2017 as summarized above.   • See more information.

Notes [goto top]
– BEA – Bureau of Economic Analysis
– BLS – Bureau of Labor Statistics
– Census – Census Bureau
– FFIEC – Federal Financial Institutions Examination Council
– FHFA – Federal Housing Finance Agency
– NCES – National Center for Education Statistics
– NCHS – National Center for Health Statistics

Join me in a Data Analytics Lab session to discuss more details about accessing and using wide-ranging demographic-economic data and data analytics. Learn more about using these data for areas and applications of interest.

About the Author
— Warren Glimpse is former senior Census Bureau statistician responsible for innovative data access and use operations. He is also the former associate director of the U.S. Office of Federal Statistical Policy and Standards for data access and use. He has more than 20 years of experience in the private sector developing data resources and tools for integration and analysis of geographic, demographic, economic and business data. Contact Warren. Join Warren on LinkedIn.

Low & Moderate Income Census Tracts; 2017 Update

..  data and tools to analyze characteristics and patterns of census tract geography with a focus on low and moderate income.   See related Web page for more detail.

Of the total 75,883 census tracts for which low and moderate income data were tabulated in the HMDA 2017 data, 6,023 (8.7%) were low income, 16,873 (24.5%) were moderate income, 32,509 (47.1%) were middle income and 19,159 (27.8%) were upper income. See more about these classifications. Find out about your tracts/neighborhoods of interest and how they compare to others using data and tools provided in this section.

Analysis of the low, moderate, middle, and upper income of the population and households by small area geography is important to housing market stakeholders, lenders, investors, cities/neighborhoods and others. Low and moderate income data by block group and census tract are used for compliance, eligibility determination and program performance in many Federal programs and agencies.

• Use the interactive table below to view, query, compare, sort census tracts.
• Use tract estimates & projections to examine changing characteristics.
– extended demographic-economic measures, annual 2010-2022

Low & Moderate Income by Census Tract
The following view shows census tracts designated as low and moderate income (orange fill pattern) in the the Houston, TX MSA (bold brown boundary) area. These are tracts having income level with codes 1 and 2 in the interactive table. A wide range of market insights can be created zoom-in views for counties, cities and neighborhoods and linking these with other data. Make variations of this view using ProximityOne data and tools described in this section.

– View developed using CV XE GIS and related GIS project.

View similar maps for these areas:
.. Atlanta metro
.. Chicago, IL metro
.. Dallas, TX metro
.. Knoxville, TN metro
.. with drill-down views for Knoxville city
.. Los Angeles, CA metro
.. San Francisco, CA metro

Using the Interactive Table
  – Examining LMI Tracts in Your Metro
Use the interactive table to view, query, sort compare tracts based on various demographic and LMI characteristitcs. The following graphic illustrates how the table can be used to view low and moderate income tracts for the Charlotte, NC-SC metro.
– click ShowAll button below table.
– enter a CBSA code in the edit box at right of Find CBSA LMI>.
– click the Find CBSA LMI button.
Resulting display of Charlotte metro LMI tracts only.

– click graphic for larger view.

Join me in a Data Analytics Lab session to discuss more details about accessing and using wide-ranging demographic-economic data and data analytics. Learn more about using these data for areas and applications of interest.

About the Author
— Warren Glimpse is former senior Census Bureau statistician responsible for innovative data access and use operations. He is also the former associate director of the U.S. Office of Federal Statistical Policy and Standards for data access and use. He has more than 20 years of experience in the private sector developing data resources and tools for integration and analysis of geographic, demographic, economic and business data. Contact Warren. Join Warren on LinkedIn.

Financial Institutions & Neighborhood Characteristics

Examining patterns of financial institutions, neighborhoods and geographic-demographic-economic relationships … this section is one of several related sections focused on data and resources useful to analyze America’s banks and savings institutions. This section is focused on use of Geographic Information System (GIS) tools to examine the nation’s 96,000 FDIC-insured institutions/branch offices in context of neighborhoods and economic prosperity. This is not intended as a study to draw conclusions, but rather to illustrate how these data and tools can be used to perform more detailed analyses for any metro, county or city in the U.S. See related more detailed Web section.

This section illustrates use of FDIC Deposit Market Share (DMS) data by institution. Subsequent sections will integrate other related data into the GIS applications including the FFIEC “Census 2014/2015” dataset (data by state, metro, county and census tract).

Deposit Market Share
The Deposit Market Share (DMS) is the percentage of deposits an FDIC-insuredinstitution has within a defined geographic market. We use these data in GIS applications reviewed below. See the example of the DMS Report in the related Web section. These data are based on the annual Summary of Deposits survey of FDIC-insured institutions. The DMS data provide information for each/all FDIC-insured institutions by address and a range of related attributes. Market presence and growth rate analyses can be examined annually by institution or bank holding company.

The 2014 annual DMS address-based data were geocoded and converted into a shapefile for GIS analysis. The DMS shapefile was integrated into a GIS project. The GIS project also includes a U.S. national scope census tracts shapefile with demographic-economic data from the 2013 American Community Survey 5-year estimates (ACS2013). GIS tools can be used to examine a single institution, institutions within a geographic area or aggregated within a geographic area. Optionally examine these institutional locations in context with patterns of neighborhood or regional economic prosperity (or choose many other types of subject matter).

Branch Locations by Size; Houston, Texas
The map presented below shows banks as markers in the Houston, TX area. Harris County appears with bold blank boundary. Bank markers shown by 2014 deposit size class. See size class/color patterns in legend at left of map.

Click graphic for larger view; view developed with CV XE GIS.
Map view developed using Banks2015 GIS Project.

Branch Locations in Context of Neighborhood Economic Prosperity
Similar to the map above, the map below shows banks as markers in the Houston, TX area. Patterns of economic prosperity (based on median household income – MHI) are shown by census tract/neighborhood. See MHI intervals/color patterns in legend at left of map. It is easy to see where concentrations of banks in more affluent neighborhoods.

Click graphic for larger view; view developed with CV XE GIS.

Selecting Specific Institutions — using site analysis tool
The map presented below shows financial institution locations as markers with a zoom-in to neighborhood level. The site analysis tool is used to select a set of institution locations within a census tract (red boundary, yellow label) — tract code 4115.01 or 411501, located in Harris County, TX. See more about census tracts. Eight locations are selected (hatched markers) using the circle selection method (any location intersecting with circle is selected). Alternatively select only one institution, visually cherry-pick certain institutions or apply a select-from-list query. One variable is summarized, sum of deposits 2014 ($2.2 billion for sum of these 8 locations).

Click graphic for larger view; view developed with CV XE GIS.

Tabular View of Selected Institutions
The view presented below shows the data grid populated with attributes of the eight selected locations (see above). This view is displayed by using the View File button — see at right of map view in above graphic. The table/grid shows the institution/branch name, sum of deposits for that location, and other attributes. Optionally save this selection of locations an a dbase/CSV/Excel/text file for further analysis.

Click graphic for larger view; view developed with CV XE GIS.

Deposit Market Share Report
The view presented below shows the Deposit Market Share Report for ZIP code 77027. This report is for the ZIP code area that includes the selected locations shown above. See the full interactive DMS report.

Click graphic for larger view.

Top 50 Commercial Banks & Savings Institutions Interactive Table
The following graphic shows the largest Commercial Banks & Savings Institutions among all FDIC-Insured Institutions based domestic deposits as of June 30, 2014. See full interactive table.

Click graphic for larger view.

Upcoming Blog Posts on Related Topics
Upcoming blog topics will include using the following data resources integrated into the GIS and related applications focused on financial institution and market research and analysis.
  • FFIEC tract level estimates (2010, 2013, 2014)
  • FFIEC 2015 tract estimates (not yet released)
  • ProximityOne tract demographic-economic estimates (2015) and projections (2020).
  • FFIEC “Census2014” dataset, containing 1,200+ subject matter items
  • Quarterly CEW county time series data on financial services sector establishments.
  • Other FDIC institutional characteristics by address/location.

About the Author
— Warren Glimpse is former senior Census Bureau statistician responsible for innovative data access and use operations. He is also the former associate director of the U.S. Office of Federal Statistical Policy and Standards for data access and use. He is developer of the CV XE GIS software used to develop the GIS project and views shown in this section. He has more than 20 years of experience in the private sector developing data resources and tools for integration and analysis of geographic, demographic, economic and business data.

Community Decision-Making Information

Community decision-making information, as used here, refers to the set of geographic, demographic and economic data that can be used with tools to assess community needs and develop agendas to advance the welfare of community residents and stakeholders. The geographic hub of the community is a city or place — a place of population concentration.

There are approximately 30,000 incorporated cities or census designated places in the U.S. (about cities/places). The focus here is on those incorporated cities, ones with “city limits” and boundaries and government powers designated by the corresponding state.

The concept of the city being a “hub” remains. Geographically, a community is often broader, sometimes narrower, that its defined corporate limits. The graphic shown below shows the combined Jefferson City, MO city, school district and county. The city boundaries differ from those of the school district, a typical scenario with wide ranging variations across the U.S. Typically, residents of the school district have a sense of community centric to the associated city.

Jefferson City, Missouri

Click graphic for larger view. Counties shown with bold gray boundary (white solid label). Cities appear with green fill pattern (white label). The primary school district is shown with bold blue boundary (yellow label); other school districts have lighter blue boundary. Schools appear as red markers.

Community Decision-Making Information
While the leadership, budget, authorizations and related items differ between the school district, city and county, they share the need for a common set of decision-making information. There is a common set of geographic, demographic, and economic data needed by each entity — and neighborhoods throughout the community.

To assess needs, examine change and plan for the future requires data for several types of geography in and around the community. Frequently updated and longitudinal demographic-economic data are needed for geographies including the city, school district(s), schools, county(s), census tracts, ZIP codes, block groups, census blocks, roads and topological structures. Attributes of broader geographic areas including metropolitan areas, Public Use Microdata Areas, state legislative districts and congressional districts are also essential.

These diverse subject matter for diverse geography can often be most effectively assembled and used in a Geographic Information System (GIS).  The view shown below illustrates use of GIS resources to view the location and attributes of low and moderate income neighborhoods.

Affordable Housing; Low & Moderate Income Neighborhoods
See related document for more information.

Organized Access to Key Data
The America’s Communities database and information system assembles selected key data for selected types of geography organized around individual communities. As an example, the Missouri Communities Program provides access to frequently Web-based data with ready-to-use GIS resources. These resources are made available to participating cities and counties at no fee. View the Jefferson City, MO community access Web section to examine the scope and content.

Using Community Decision-Making Information
Participants in the Missouri Community Program are automatically enrolled as members in the ProximityOne User Group — open to anyone at no fee. Join now. The combination of these resources provide a powerful base for community decision-making.

Join us in weekly decision-making information Web sessions where we cover selected data access and use topics as well as Q&A relating to use of the community-focused data profiles and resources.  View sessions  and sign-up here.

Low & Moderate Income Area Analysis

GIS tools and data resources enable easier and more comprehensive mapping, geospatial and demographic analysis of census tract geography to examine low and moderate income (LMI) area pattern and characteristics.  Resources are reviewed in this section to analyze LMI data by census tract.  Though focused on LMI applications, the resources may be applied to a much broader set of census tract mapping and demographic-economic pattern analysis.

Low and moderate income designation is closely associated with implementation of the Home Mortgage Disclosure Act (HMDA) and the Community Reinvestment Act (CRA) and is widely used in many other applications as a measure of economic prosperity. The HUD Community Development Block Grant (CDBG) program seeks to expand economic opportunities for LMI areas. Of the 72,581 Census 2010 census tracts (U.S. and Puerto Rico), 5,588 are designated low income and 15,998 are designated as moderate income based on 2013 HMDA designations.

Use tools described in detail at http://proximityone.com/tractslmi.htm to analyze LMI areas of interest. Optionally set your own designations of LMI.

The following view shows a thematic pattern map of census tracts by low and moderate income status in the Houston, Texas area (red: low; orange: moderate). In this section we will review how, in just a few steps, you can develop maps like this one for your areas of interest, and others with further drill-down and labeling, using ProximtyOne no-fee resources. These resources enable national scale applications and include all Census 2010 census tracts.

We have integrated HMDA “Census 2013” data with American Community Survey demographic-economic data into a U.S. national scope shapefile. It has been made a part of a ready-to-use GIS project. See details and additional details.