leeroy-jankins/SF133

📄 SF 133: Report on Budget Execution and Budgetary Resources

• Maintainer: Terry Eppler
• Source: U.S. Federal Government | U.S. Office of Management and Budget (OMB) | U.S. Department of the Treasury
• Standard: OMB Circular A-11, Section 130
• Availability: The datasets and source files also available here Kaggle

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🧾 Overview

The SF 133: Report on Budget Execution and Budgetary Resources is the official U.S. government financial report used to track and report how federal agencies execute their budgets. Submitted quarterly, it is required under 31 U.S.C. §§ 1511–1514 and 1554 and forms the foundation of fiscal transparency and control in the executive branch.

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🎯 Purpose

This dataset provides machine-readable SF 133 data across multiple federal agencies and Treasury accounts. It supports:

• 🕵️ Oversight & Transparency: Monitor actual budgetary execution vs. Congressional intent.
• 📊 Budget Formulation: Analyze spending trends to improve future budgeting.
• 🧮 Model Training: Enable training of financial forecasting or anomaly detection ML models.
• 🧑‍🏫 Public & Academic Research: Provide empirical data for governance, economics, and policy analysis.

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🧱 Data Structure

The dataset is derived from GTAS/OMB-compliant SF 133 quarterly submissions and is organized by:

• fiscal_year: The fiscal year of the report
• period: Reporting quarter (3, 6, 9, or 12 months)
• agency_code: 3-digit Treasury agency identifier
• tas: Treasury Appropriation Fund Symbol (TAFS)
• line_number: SF 133 line item code (e.g., 1000, 2000, 3000)
• amount: Cumulative dollar value for the line item
• line_description: Description of the line per OMB Circular A-11 (e.g., "Obligations Incurred")

Each row represents a single line entry for a specific TAFS and quarter.

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📊 Key SF 133 Sections

Section	Description
1000–1990	Budgetary Resources: Total authority available
2000–2590	Status of Resources: Obligations vs. unobligated balances
3000–3990	Obligated Balance: Changes in unpaid obligations
4000–4190	Outlays & Offsets: Net budget authority and outlays
5000+	Supplementary Info: Expired accounts, loan financing, etc.

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🛠️ Usage Examples

from datasets import load_dataset

ds = load_dataset("your-org/sf133-budget-execution")

# Filter by agency and quarter
epa_q3_2021 = ds.filter(lambda row: row["agency_code"] == "068" and row["fiscal_year"] == 2021 and row["period"] == 9)

# Pivot line items for time-series charting
import pandas as pd
df = pd.DataFrame(epa_q3_2021)
df_pivot = df.pivot(index="line_number", columns="period", values="amount")

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📚 References

• OMB Circular A-11, Section 130
• Treasury FAST Book (TAFS)
• 31 U.S.C. §§ 1511–1514 (Legal Basis)
• GTAS & SF 133 Standards