ua ru en

1 (32) 2018

Demography and social economy, 2018, 1(32):153-165
doi: https://doi.org/10.15407/dse2018.01.153

PhD, Researcher
Ptukha Institute for Demography and Social Studies of National Academy of Science of Ukraine
03032, Kyiv, blvd Taras Shevchenko, 60
E-mail: Romanchuk_Nataliia@ukr.net

Language: Ukrainian
Abstract: The results of assessment of the characteristics of household economic differentiation in Ukraine according to the expanded income, which is determined on the basis of a generalized model that includes both income and additional components, which are, in particular, indirect taxes, imputed rent and the cost of public services in the field of education and health, consumed by households, are examined. The approaches to the evaluation of the expanded income taking into account the available statistical information in Ukraine are presented. The results of assessment of Gini index, 90/10, 80/20 ratios and household income distributions based on cash, total and expanded incomes are presented. The evaluation is carried out with the use of the representative model of households in Ukraine, which contains a system of household microlevel characteristics, such as cash and total income (defined on the basis of the sample surveys), as well as the imputed values of indirect taxes, rent, and costs of the public social services. Differences in the distribution of cash, total and expanded income for household decile groups are defined. It is shown that the Gini index value assessed on the basis of the expanded income in 3 p. p. and 1 p. p. is lower compared to cash and total incomes, respectively. The features of the formation of the expanded income components for different groups of households according to their socio-demographic and economic characteristics are determined. It is shown that the main limitations of the concepts application are the imperfection of statistical information, which is not capable of reliable and regular assessments of the expanded income components, as well as the need for additional research to develop methodological approaches for evaluation of the income components. The implementation of the expanded income concept is most appropriate in the study of household economic differentiation as an indicator of implementation effectiveness of the redistribution mechanisms of social and fiscal systems of the country and in case of determination of these systems functioning effectiveness, taking into account their interconnection.
Key words: expanded income concept, cash income, inequality indices, income distribution, macrodata.
1. Byanyima, W. (2018) We have built an unequal world. Heres how we can change it. World Economic Forum Annual Meeting . 22 Jan 2018. Retrieved from https://www.weforum.org/agenda/2018/01/wehave-built-an-unequal-world-heres-how-we-can-change-it.
2. Figari, F. & Paulus, A. (2013) The distributional effects of taxes and transfers under alternative income concepts: the importance of three Is .EUROMOD Working Paper No. EM15/13. Retrieved from https://pdfs.semanticscholar.org/3ca0/f01da0aee139cf769cad43e3252cb3bc9db3.pdf
3. ODonoghue, C., Baldini, M. & Mantovani, D. (2004). Modelling the redistributive impact of indirect taxes in Europe: an application of EUROMOD. EUROMOD Working Paper, EM7/01. Retrieved from https://www.iser.essex.ac.uk/research/publications/working-papers/euromod/em7-01.pdf.
4. Paulus, A., Sutherland, H. & Tsakloglou, P. (2010). The distributional impact of in kind public benefits in European countries. Journal of Policy Analysis and management, 29(2), 243-266. Retrieved from https://www.iser.essex.ac.uk/research/publications/working-papers/euromod/em10-09. doi: https://doi.org/10.1002/pam.20490.
5. Frick, J.R., Grabka, M.M., Smeeding, T.M. & Tsakloglou, P. (2010). Distributional effects of imputed rents in five European countries. Journal of Housing Economics, 19, 167-179. Retrieved from https://www.sciencedirect.com/science/article/pii/S1051137710000288. doi: https://doi.org/10.1016/j.jhe.2010.06.002.
6. Sung, M. J. & Park, K. (2011). Effects of taxes and benefits on income distribution in Korea. The Review of Income and Wealth, 57(2), 345-363. Retrieved from http://onlinelibrary.wiley.com/doi/10.1111/j.14-75-4991.2010.00424.x/full. doi: https://doi.org/10.1111/j.1475-4991.2010.00424.x.
7. Vytraty i resursy domohospodarstv Ukrayiny u 2015 rotsi (za danymy vybirkovoho obstezhennya umov zhyttya domohospodarstv Ukrayiny) [Household Expenditures and Incomes of Ukraine, 2015 (according to the State sample survey of household living conditions)]. (2016). ukrstat.gov.ua. Retrieved from http://www.ukrstat.gov.ua/druk/publicat/kat_u/2017/zb/07/zb_vrdu2016pdf.zip [in Ukrainian].
8. Richnyy zvit pro vykonannya Derzhavnoho byudzhetu Ukrayiny za 2015 rik [Annual report on implementation of the State Budget of Ukraine for 2015]. (2016). treasury.gov.ua. Retrieved from http://www.treasury.gov.ua/main/uk/doccatalog/list?currDir=359194&&documentList_stind=21 [in Ukrainian].
9. Metodolohichni polozhennya onovlenoyi versiyi systemy natsionalnykh rakhunkiv 2008 roku [Methodological provisions of the updated version of the system of national accounts in 2008]. (2009). State Statistics Service of Ukraine. ukrstat.gov.ua. Retrieved from http://www.ukrstat.gov.ua/metod_polog/metod_doc/2013/398/met_polog.zip [In Ukrainian].
10. Natsionalni rakhunky Ukrayiny za 2015 rik [National Accounts of Ukraine, 2015] (2016). State Statistics Service of Ukraine. ukrstat.gov.ua. Retrieved from http://ukrstat.gov.ua/druk/publicat/kat_u/2017/zb/02/zb_nru2015pdf.zip [in Ukrainian].
11. Osnovni pokaznyky diyalnosti vyshchykh navchalnykh zakladiv Ukrayiny na pochatok 2016/17 navchalnoho roku [Main indicators of activity of higher educational institutions of Ukraine at the beginning of 2016/17 academic year]. (2017). State Statistics Service of Ukraine. ukrstat.gov.ua. Retrieved from http://www.ukrstat.gov.ua/druk/publicat/kat_u/2017/bl/01/BL_VNZ_16.zip [In Ukrainian].
12. Natsionalni rakhunky okhorony zdorovya (NROZ) Ukrayiny u 2015 rotsi [National Health Accounts of Ukraine, 2015: Statistical Bulletin] (2016). Statistics Service of Ukraine. ukrstat.gov.ua. Retrieved from http://www.ukrstat.gov.ua/druk/publicat/kat_u/2017/bl/02/bl_nroz15.zip [in Ukrainian].
13. Romanchuk, N. (2017) Model systemy sotsialnoho zakhystu ta podatkovoho navantazhennya: metodolohichni aspekty implementatsiyi [Tax-Benefit Model: Methodological Aspects Of Implementation]. Matematychni metody, modeli ta informatsiyni tekhnolohiyi v ekonomitsi - Mathematical methods, models and information technologies in the economy, 11, 588-592. [in Ukrainian].

» pdf