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Rehabilitation Dataset Directory: Dataset Profile

Dataset: Hispanic Established Populations for Epidemiologic Studies of the Elderly (Hispanic - EPESE)

Basic Information
Dataset full name: Hispanic Established Populations for Epidemiologic Studies of the Elderly
Dataset acronym Hispanic - EPESE
Summary The Hispanic Established Populations for Epidemiologic Studies of the Elderly is a ongoing longitudinal study specifically focused on older Mexican Americans. The study is sponsored by the National Institute on Aging and conducted by the University of Texas Medical Branch, Galveston. The initial baseline household interview occurred in 1993 and follow-up in a sample of community-dwelling Mexican-American older adults of 65 years living in five southwestern states of the United States: Arizona, California, Colorado, New Mexico, and Texas. The interviews are conducted in both Spanish and English. The primary goal of the Hispanic EPESE is to explore prevalence of disability, physical functioning, functional impairments, frailty, mental condition, and risk factors for mortality and morbidity in older Mexican Americans. Note: the data for each individual wave is in a separate dataset
Key Terms Epidemiology, Disabilities, Hispanic, Mexican Americans, Depression, Physical activity, Frailty, ADL, Mortality rates
Study Design Longitudinal
Data Type(s) Clinical & Survey
Sponsoring Agency/Entity National Institutes of Health: National Institute on Aging
Health conditions/Disability measures
Health condition(s) Self-assessed health status, Blood pressure, Hypertension, Stroke, Diabetes, Asthma, Cancer, Heart attack, Hip fracture, Peripheral circulatory problem, Osteoarthritis, Osteoporosis, Renal Disease, Urinary Incontinence, Thyroid disease, Depression, Co-Morbid conditions, Prostrate problem, Alzheimer's/dementia, Parkinson's disease, Amputation, Hip/Bone fractures
Disability Measures Physical functioning, Performance Oriented Mobility Assessment (POMA), Activities of Daily Living (ADL) , Instrumental Activities of Daily Living (IADL), Cognitive function, Hearing impairment, Visual impairment, Memory (Mini-Mental Status Exam), Depression
Measures/outcomes of interest
Topics Income, Education, Marital status, Nursing home services, Health habits, Social support, Employment, Religion. Clinical variables: Height, Weight, Blood pressure, Physical functioning, Balance, Grip strength, Gait assessment, Depression, Chronic conditions. Health services records: Health care service utilization, Income/financial burden, Insurance coverage
Sample Population Non-institutionalized Mexican-American persons 65 years of age and older.
Sample Size/Notes Baseline survey: 3,050 Wave 2: 2,439 (239 participants diseased) Wave 3: 1,980 Wave 4: 1,682 Wave 5: 1,167 (Original) 902 (New) Wave 6: 921 (Original) 621 (New) An additional 902 added at 5th follow-up. During follow-up, 300 participants died and 183 participants were lost to follow-up.
Unit of Observation Individual
Geographic Coverage Arizona, California, Colorado, New Mexico, and Texas
Geographic specificity Individual level
Data Collection
Data Collection Mode In-person interview and physical assessments
Years Collected Baseline: 1993 -1994 Wave 2: 1995-96 Wave 3 1998-99 Wave 4: 2000-01 Wave 5: 2004-05 Wave 6: 2006-07 Wave 7 : Data not available at this time Follow-up surveys ongoing
Data Collection Frequency Baseline and 7 follow-up waves
Strengths and limitations
Strengths Longitudinal design of the survey assists in identifying health, disability and mortality risk factors. High baseline response rate of 83%. Each wave of data is in a separate file that can be linked via a common identification number. Large community-based sample with extended follow-up. Attrition for reasons other than death was minimal - 87% follow-up from baseline to first follow-up (excluding deaths). Additional individuals added in later waves to supplement sample.
Limitations Sample not nationally representative. 17% of 2006-2007 sample utilized proxy responses. Most health, disability and nursing home service information based on self-report.
Data details
Primary Website
Data Access
Data Access Requirements Data Use agreement, No cost
Summary Tables/reports Hispanic Established Populations for the Epidemiologic Studies of the Elderly, 1993-1994: [Arizona, California, Colorado, New Mexico, and Texas] Resource Book Kyriakos S. Markides, University of Texas Medical Branch
Dataset components (where applicable) Wave 1 (Baseline):
Wave 2:
Wave 3:
Wave 4: Wave 5:
Wave 6:
Selected papers
Technical Hispanic Established Populations for Epidemiologic Studies of the Elderly, Wave IV, 2000-2001 [Arizona, California, Colorado, New Mexico, and Texas]. Kyriakos S. Markides, Laura A. Ray
Other Papers Markides, K. S., Rudkin, L., Angel, R. L., and Espino, D. V. (1997). Health status of Hispanic elderly in the United States. In L. Martin and B. Soldo (Eds.), Racial and ethnic differences in the health of older Americans, (pp. 217-235). Washington, DC: National Academy Press.
Markides, K. S., Stroup-Benham, C. A., Goodwin, J. S., Perkowski, L.C., Lichtenstein, M., and Ray, L. A. (1996). The effect of medical conditions on the functional limitations of Mexican American elderly. Annals of Epidemiology, 6,386-391

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