DOWNLOAD Disability
Status Reports

Home  /   Data Sources  /   Rehabilitation Dataset Directory: Search  /   Dataset Profile Center for Large Data Research & Data Sharing in Rehabilitation

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

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.

As a part of Wave 7 an additional "Informant interview" was attempted with the person the participant identified they were "closer to" or "depend(ed) on the most for help." About two thirds of these informants were a child of the participant. These informants were contacted and interviewed regarding the health, function, social situation, finances, and general well-being of the Hispanic EPESE respondents. Information was also collected on the informant's health, function, and caregiver responsibilities and burden. 

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
Sponsoring Agency/Entity National Institutes of Health: National Institute on Aging
Health Conditions/Disability Measures
Health Condition(s)

Alzheimer's/dementia, Arthritis, Body mass index (BMI)/obesity, Cancer, Cardiovascular conditions, Depression, Diabetes, Eye diseases, Heart attack, Kidney/renal condition, Migraine or frequent headaches, Missing limbs/hand/finger/feet, Orthopedic conditions, Osteoporosis, Parkinson's disease, Partial or total paralysis, Pulmonary disorders, Stroke, Thyroid disease

Disability Measures

Ambulatory disability, Cognitive disability, Functional limitations (ADLs and/or IADLs), Hearing disability, Independent living disability, Mental health disability, Self-care disability, Special equipment use/assistive technology, Visual disability,

Measures/Outcomes of Interest

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 (household population)

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 additional sample)
  • Wave 6: 921 (Original) 621 (of wave 5 additional sample)
  • Wave 7: 659 (Original) 419 (of wave 5 additional sample)
    • Wave 7 Informant Interviews: 925
  • Wave 8: 452 (Original) 292 (of wave 5 additional sample) 
Unit of Observation Individual
Continent(s) North America

United States

Geographic Coverage Arizona, California, Colorado, New Mexico, and Texas
Geographic specificity Individual level
Special Population(s)

Aging/Older people

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 : 2010-11
  • Wave 8 : 2012-13
Data Collection Frequency Varies (see years collected)
Strengths and Limitations

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.


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

Data Components
Similar/Related Dataset(s)

Established Populations for Epidemiologic Studies of the Elderly

Established Populations for Epidemiologic Studies of the Elderly - Piedmont Health Survey of the Elderly, Fourth In-Person Survey

Selected papers
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


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

Ask Our Researchers

Have a question about disability data or datasets?
E-mail your question to our researchers at

The Rehabilitation Research Cross-dataset Variable Catalog has been developed through the Center for Large Data Research & Data Sharing in Rehabilitation (CLDR). The Center for Large Data Research and Data Sharing in Rehabilitation involves a consortium of investigators from the University of Texas Medical Branch, Cornell University's Yang Tan Institute (YTI), and the University of Michigan. The CLDR is funded by NIH - National Institute of Child Health and Human Development, through the National Center for Medical Rehabilitation Research, the National Institute for Neurological Disorders and Stroke, and the National Institute of Biomedical Imaging and Bioengineering. (P2CHD065702).

Other CLDR supported resources and collaborative opportunities:

Acknowledgements: This tool was developed through the efforts of William Erickson and Arun Karpur, and web designers Jason Criss and Jeff Trondsen at Cornell University. Many thanks to graduate students Kyoung Jo Oh and Yeong Joon Yoon who developed much of the content used in this tool.

For questions or comments please contact

© 2016 Cornell University. All rights reserved.