University of Tokyo

Abstract
Survey Number 0338
Survey Title Survey on Household Budgets among Families with Pre-college Students, 2003
Depositor Japan Finance Corporation Research Institute
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Educational Purpose Only available for research.
Period of Data Use Permission One year
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Summary Targeting households that were issued a "national education loan," this survey has been conducted since 1993. The main purpose of this survey was to clarify the actual state of education-related financial burdens affecting households with students, in addition to household income, housing loan status, and methods for raising funds to cover educational expenses. This survey also investigated the overall circumstances households face and the relationship between households and educational expenses.

The characteristics of this survey were that it (1) targeted households nationwide, (2) targeted only households with students, (3) clarified the types of educational expenses incurred throughout the year, (4) investigated the cost of education for all children enrolled in elementary school and above, and (5) investigated educational expenses according to the number of children enrolled in school, the type of school in which they are enrolled, and whether or not they live away from home to attend school. This design allowed the survey to grasp the situation of the burden of educational expenses on households.

In addition, this survey asked respondents in detail about the cost of education outside of school and the cost of admission, and the results of these were summarized and announced separately in the "Fact-finding survey on out-of-school education costs" and the "Fact-finding survey on the burden of education costs for admission by recommendation."
Data Type quantitative research
quantitative research: micro data
Universe Households that took a “national education loan”
Unit of Observation Household
Sample Size Number of questionnaires distributed: 11,999, number of valid responses: 3,707 (valid response rate: 30.9%) (of which 2,813 were working households)
(Number of valid responses for "Results of the fact-finding survey on out-of-school education costs": 3,563)
(Number of a sample analyzed in "Results of the fact-finding survey on the burden of education costs for admission by recommendation”: 514)
Date of Collection 2003/06/01
Time Period
Spatial Unit Japan
Sampling Procedure Households with children high school-aged and older who used a "national education loan" issued by the National Life Finance Corporation (Japan Finance Corporation) in February 2003 were sampled.
Mode of Data Collection Mail survey (Questionnaires were sent directly to the target households and collected via direct mail.
Investigator Japan Finance Corporation Research Institute (Former National Life Finance Corporation Research Institute)
DOI
Sponsors (Funds)
Related Publications (by the Investigator) Please refer to the abstract in Japanese.
Related Publications (based on Secondary Analysis) List of related publications (based on Secondary Analysis)
Documentation [Questionnaire]
Major Survey Items (1) State of school enrollment, educational expenses, etc.:
Number of children, number of children enrolled in elementary school and above, school, whether commuting to school from home; annual amount of school expenses for all children in elementary school and above; amount of remittance to children living away from home to go to school

(2) Enrollment and admission cost for children using a “national education loan”:
Children's schools, year in school, whether commuting to school from home, annual enrollment fees (tuition fees, other school education expenses, home education expenses, expenses for children living away from home to go to school), details of out-of-school education expenses (education content, number of times per month, time per session, annual cost, bearer of costs, reason for not receiving out-of-school education)

Number of schools applied to, type of entrance examination, date of acceptance, admission cost (examination fee, transportation/accommodation fee for examination, admission fee, school-related payments other than admission fee, payment to schools that children did not enter, expenses related to preparation to live away from home to go to school), admission fee payment deadline, tuition fee payment deadline, refund of payment to schools that children did not enroll, source of funds for admission cost

(3) Sense of burden of educational expenses on income:
Number of family members, prefecture of residence/gender/age/occupation/annual income of the main provider of the household, total annual income of non-main providers of the household combined, whether or not respondent has a housing loan and repayment amount (monthly/bonus month), burden of educational expenses, method of raising funds to cover educational expenses, items to spend less money on, etc.
Date of Release 2004/05/10
Topics in CESSDA Click here for details

Topics in SSJDA Economy/Industry/Management
Education/Learning
Version 2004/05/10 :
Notes for Users Variable and value labels are written in Japanese.