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Ensure SparseMatrixBuilder is able to create a sparse matrix to calibrate ALL targets #471

@juaristi22

Description

@juaristi22

The sparse matrix created by SparseMatrixBuilder has only been tested end-to-end for snap targets, while other targets remain untested or unimplemented.

Currently, the matrix being used to run calibration includes the following:

National Level (Groups 0-27)

Group Variable Targets Status Adressed
0 Alimony Expense 1 EXCLUDED
1 Alimony Income 1 EXCLUDED
2 Charitable Deduction 1 EXCLUDED
3 Child Support Expense 1 EXCLUDED
4 Child Support Received 1 EXCLUDED
5 EITC 1 EXCLUDED
6 Health Insurance Premiums (w/o Medicare Part B) 1 INCLUDED YES
7 Income Tax 1 INCLUDED
8 Interest Deduction 1 EXCLUDED
9 Medicaid 1 INCLUDED YES
10 Medical Expense Deduction 1 EXCLUDED
11 Medicare Part B Premiums 1 INCLUDED YES
12 Net Worth 1 EXCLUDED
13 Other Medical Expenses 1 INCLUDED YES
14 Over The Counter Health Expenses 1 INCLUDED YES
15 Person Count 3 EXCLUDED
16 Qualified Business Income Deduction 1 INCLUDED
17 Real Estate Taxes 1 EXCLUDED
18 Rent 1 EXCLUDED
19 SALT Deduction 1 INCLUDED YES
20 SNAP 1 INCLUDED YES
21 Social Security 1 EXCLUDED
22 SPM Unit Capped Housing Subsidy 1 INCLUDED YES
23 SPM Unit Capped Work Childcare Expenses 1 INCLUDED YES
24 SSI 1 INCLUDED YES
25 TANF 1 INCLUDED YES
26 Tip Income 1 INCLUDED YES
27 Unemployment Compensation 1 INCLUDED YES

State Level (Group 28)

Group Variable Targets (436 CDs) Status Adressed
28 SNAP 51 (one per state) INCLUDED YES

District Level (Groups 29-52)

Target counts shown for full 436-CD mode

Group Variable Targets (436 CDs) Status Adressed
29 Adjusted Gross Income 436 INCLUDED
30 Dividend Income 436 INCLUDED
31 EITC 1,744 (4 per CD by # qualifying children) INCLUDED
32 SNAP Household Count 436 INCLUDED YES
33 Income Tax 436 INCLUDED
34 Income Tax Before Credits 436 EXCLUDED
35 Medical Expense Deduction 436 EXCLUDED
36 Net Capital Gains 436 EXCLUDED
37 Person Count 12,208 (28 per CD: age + AGI distribution) INCLUDED
38 Qualified Business Income Deduction 436 INCLUDED
39 Qualified Dividend Income 436 INCLUDED
40 Real Estate Taxes 436 INCLUDED
41 Refundable CTC 436 INCLUDED
42 Rental Income 436 EXCLUDED
43 SALT 436 INCLUDED
44 Self Employment Income 436 INCLUDED
45 Tax Exempt Interest Income 436 INCLUDED
46 Tax Unit Count 10,028 (23 per CD) EXCLUDED
47 Tax Unit Partnership S Corp Income 436 EXCLUDED
48 Taxable Interest Income 436 INCLUDED
49 Taxable IRA Distributions 436 INCLUDED
50 Taxable Pension Income 436 INCLUDED
51 Taxable Social Security 436 INCLUDED
52 Unemployment Compensation 436 INCLUDED YES

Included Targets Summary

After filtering, the calibration uses these target categories:

National (15 targets):

  • Health insurance premiums, Income tax, Medicaid, Medicare Part B premiums
  • Other medical expenses, OTC health expenses, QBI deduction, SALT deduction
  • SNAP, SPM housing subsidy, SPM childcare expenses, SSI, TANF
  • Tip income, Unemployment compensation

State (51 targets):

  • SNAP benefits by state

District (20,928 targets across 436 CDs):

  • AGI, Dividend income, EITC (by # children), SNAP household count
  • Income tax, Person count (age + AGI distribution), QBI deduction
  • Qualified dividends, Real estate taxes, Refundable CTC, SALT
  • Self-employment income, Tax-exempt interest, Taxable interest
  • Taxable IRA distributions, Taxable pensions, Taxable Social Security
  • Unemployment compensation

We want to ensure that the SparseMatrixBuilder can include these same targets and that we can track the origin of each value in the matrix cells.

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