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Original
Psychometric Properties of the Family Assessment Scale
for Older Adults in Ecuador
Propiedades psicométricas de la escala de evaluación
familiar para adultos mayores en Ecuador
José Alejandro Valdevila Figueira1,2
Andrés Ramírez3
Vanessa Quito-Calle3
Pedro Andrés Muñoz-Arteaga3
María Lorena Cañizares-Jarrin3
Indira Dayana Carvajal Parra2
1 Universidad Tecnológica ECOTEC, Guayaquil. Ecuador
2 Psychology and Psychiatry Research Group (GIPSI), Ecuador
3 Carrera de psicología Clínica, Universidad Politécnica Salesiana, Cuenca Ecuador
Recibido: 03/01/2025
Aceptado: 09/04/2025
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Abstract
Introduction: Family functioning is a key predictor of individual well-being. Aging and its
limitations can disrupt family dynamics, affecting overall functioning.
Objective: Evaluate the psychometric properties of the Family Assessment Scale (APGAR)
in Ecuadorian older adults.
Methodology: The APGAR-family scale was administered to assess internal consistency
and reliability. Confirmatory factor analysis (CFA) using a diagonally weighted least squares
estimator examined the factor structure. Model fit was evaluated through multiple indices,
including chi-square, root mean square error of approximation, standardized root mean
square residual, Tucker-Lewis index, and comparative fit index.
Results: A total of 1,208 participants completed the APGAR. The scale demonstrated
excellent internal consistency and reliability. CFA confirmed a one-dimensional structure
with significant item loadings and adequate fit indices.
Conclusion: The APGAR scale is a reliable and valid tool for assessing family functioning
in Ecuadorian older adults, with potential applications in clinical and social contexts.
Keywords:older adults; APGAR; psychometrics; mental health; family.
Resumen
Introducción: el funcionamiento familiar es un factor clave en el bienestar individual. El
envejecimiento y sus limitaciones pueden alterar la dinámica familiar y afectar su
funcionamiento.
Objetivo: evaluar las propiedades psicométricas de la Escala de Evaluación Familiar
(APGAR) en adultos mayores ecuatorianos.
Metodología: se aplicó la escala APGAR para evaluar su consistencia interna y
confiabilidad. Se realizó un análisis factorial confirmatorio (AFC) con un estimador de
mínimos cuadrados ponderados diagonalmente para examinar su estructura factorial. El
ajuste del modelo se evaluó mediante varios índices, incluidos chi-cuadrado, error cuadrático
medio de aproximación, residuo cuadrático medio estandarizado, índice Tucker-Lewis e
índice de ajuste comparativo.
Resultados: un total de 1,208 participantes completaron la escala. Se demostuna excelente
confiabilidad y consistencia interna. El AFC confirmó una estructura unidimensional con
cargas significativas y adecuados índices de ajuste.
Conclusión: la escala APGAR es una herramienta válida y confiable para evaluar el
funcionamiento familiar en adultos mayores ecuatorianos, con aplicaciones clínicas y
sociales.
Palabras clave: adulto mayor; APGAR; psicometría; salud mental; familia
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Introduction
Family functionality (FF) is a key determinant of well-being and quality of life, particularly
in senior citizens (SC). (1,2) With increasing global life expectancy, (3) understanding family
dynamics is essential to designing effective health interventions for this population. (4)
As SC experience a gradual decline in functional capacities and autonomy, families play a
central role in their care. This dynamic necessitates exploring older adults' (OA) satisfaction
with family support, as differing expectations can lead to conflicts. (5,6) Tools like the Family
Assessment Scale (APGAR) promote understanding of the family environment by fostering
communication and assessing the fulfillment of roles crucial to the health-disease process.
(7,9)
The APGAR-family scale, developed by Smilkstein in 1978, (10) measures five dimensions
of FFadaptability, partnership, growth, affect, and resolveand has demonstrated
reliability indices ranging from 0.71 to 0.83 across diverse populations. (11-13) Its ease of use
and brevity have made it a popular choice, but its psychometric performance in Ecuadorian
older adults has been underexplored, limiting its adoption by mental health professionals and
students.
While studies in Latin America, including Colombia (14) and Peru, (15) highlight the scale's
strengths, its validation remains limited in Ecuador, where family dynamics profoundly
impact SC's health and satisfaction. Furthermore, existing research has focused primarily on
the instrument's factor structure, overlooking broader aspects of construct validity and its
associations with related measures. (16-18)
This study aims to fill this gap by evaluating the psychometric properties of the APGAR-
family scale in an Ecuadorian sample of SC. The results will provide valuable insights for
future research and contribute to the development of socio-family interventions to enhance
family relationships. This research focuses on Cuenca, Ecuador, a region whose cultural and
socioeconomic context shapes family dynamics and influences FF perception.
Method
Participants
The sample was composed of 1,208 Ecuadorian older adults (OA) from the city of Cuenca,
Ecuador, aged between 65 and 103 years (mean age = 74.1, SD = 8.94). It included 463 male
and 745 female participants. All participants self-reported not having been diagnosed with a
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mental disorder, and no additional inclusion criteria were applied. Participants were recruited
and included in the study between June 1 and August 30, 2024. A non-probability
convenience sampling method was employed, based on the accessibility and willingness of
older adults residing in Cuenca to participate in the study.
Instruments
The APGAR is a 5-item scale that assesses the user's perception of their satisfaction with
family support, analysing basic functions such as adaptation, participation, gradient of
resources, affection and problem-solving capacity, present in all families according to their
structure, development, integration or demographics. The response options of the items of
the scale determine degrees of frequency of certain dynamics, these are: "never", indicating
that the evaluated aspect never occurred in the family; "almost never", indicating that it
happened very rarely; "sometimes", indicating that it happened on some occasion; "almost
always", indicating that it occurred frequently and "always", indicating that the evaluated
aspect always occurred in the family. Each question is scored using a Lickert scale on values
of 0-2, where answers such as "never" and "almost never", receive 0 points; "sometimes"
they receive 1 point; "almost always" and "always" receive 2 points, obtaining a quantitative
index of 0 - 10 at the end. Three cut-off point scales are considered: a) normal function (7-
10 points), b) moderate dysfunction (4-6 points), and c) severe dysfunction (0-3 points).
An ad hoc survey was applied with sociodemographic variables (age, marital status,
educational level, ethnic self-perception, economic income in the last month, way of
obtaining income and socioeconomic level).
Procedure
Researchers visited 1009 homes in Cuenca, providing a brief description of the study
objectives, procedures, confidentiality measures, and the voluntary nature of participation.
Participants signed informed consent to confirm their understanding and willingness to
participate.
The questionnaire was administered at home, allowing participants to complete it at their
convenience. No identifiable information (e.g., names) was collected to ensure privacy.
Responses were securely stored in an encrypted database accessible only to the principal
investigator, adhering to data protection regulations.
Analyses
Psychometric properties of the APGAR-family scale were assessed in three stages. Internal
consistency was evaluated to determine the reliability of the items and the overall scale, with
reliability benchmarks interpreted as follows: ≥.70 acceptable, ≥.80 good, and ≥.90 excellent.
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The factor structure was examined using confirmatory factor analysis (CFA) with the
diagonally weighted least squares (DWLS) estimator, appropriate for ordinal data. Model fit
was evaluated using several indices: chi-square (X²), root mean square error of
approximation (RMSEA), standardized root mean square residual (SRMR), Tucker-Lewis
index (TLI), and comparative fit index (CFI). Additionally, factor loadings and correlations
between latent factors were analyzed to confirm the model's suitability. Items with factor
loadings ≥ 0.50 were retained, indicating strong contributions to their respective factors.
Ethical considerations
This study was conducted in full compliance with the provisions of the Declaration of
Helsinki (1964) and the provisions of the General Health Law on research. It was submitted
to the Research Ethics Committee of the Catholic University of Cuenca, Ecuador and
approved with the code: CEISH-UCACUE-18102022. The confidentiality of the information
was protected with informed consent were used. All authors agree to be mentioned in the
article.
Results
Sociodemographic variables
The results show the dataset of 1208 participants. Most were women (n = 745; 62 %). 51 %
of the subjects were married or in a common-law union (n = 613) and 30 % were widowed
(n = 368). 39 % had attained primary education. Most participants self-identified as mestizos
(97 %, n = 1,167). The income obtained from the last month came from family support (n =
466) or from retirement or pension (n = 452). Finally, 71 % belonged to the middle
socioeconomic stratum (n = 853).
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Table 1. Descriptive of the sociodemographic variables
Sociodemographic variables
n
%
Gender
Man
463
38
Woman
745
62
Marital status
Single
87
7.2
Married Free union
613
51
Separated Divorced
140
12
Widower
368
30
Education
Primary
469
39
High school
409
34
Technical or higher
160
13
Superior
5
0.4
None
165
14
Ethnicity
White
18
1.5
Mixed
1,167
97
Indigenous
21
1.7
African american
2
0.2
Income on the last month
No
345
29
Yes
863
71
Means of economic income
Retirement / pension
452
37
Family support
466
39
Rent / basic income
113
9.4
Subsidies
68
5.6
Formal employement
39
3.2
Informal employement
70
5.8
Socioeconomic level
High
143
12
Low
212
18
Medium
853
71
Source: own elaboration
Internal consistency
The results of the internal consistency analyses (table 2) showed excellent reliability for the
scale-independent items (item F1 M = 3.81 and SD = 0.953 / ω = 0.948 / Correlation with
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the other items 0.841; item F2 M = 3.85 and SD = 0.954 / Correlation with the other items =
0.894 / ω = 0.939; item F3 M = 3.83 and SD = 0.949 / Correlation with the rest of the items
= 0.877 / ω = 0.942; item F4 M = 3.79 and SD = 0.946 / Correlation with the rest of the items
= 0.862 / ω = 0.945; item F5 M = 3.83 and SD = 0.947 / Correlation with the other items =
0.881 / ω = 0.941) M = 3.81 and SD = 0.953. The α Cronbach coefficients obtained were
quite similar to those obtained from ω in all cases (Cronbach's α F1 = 0.948; Cronbach's α
F2 = 0.939; Cronbach's α F3 = 0.942; Cronbach's α F4 = 0.944; Cronbach's α F5 = 0.941).
The total score of the scale also had a mean of 3.82 and a standard deviation of 0.872
(Cronbach's alpha and McDonald's ω 0.954), demonstrating an excellent overall reliability
of the scale. These results indicate that the APGAR-family scale is a highly consistent and
reliable tool to measure family satisfaction in Ecuadorian older adults.
Table 2. Global and item reliability of APGAR in Ecuadorian older adults
Items
Mean
SD
α
ω
F1. I am satisfied with the help I receive from my
family when I have a problem and/or need.
3.81
0.953
0.948
0.948
F2. I am satisfied with how we talk and share our
feelings in my family.
3.85
0.954
0.939
0.939
F3. I am satisfied with how my family accepts and
supports my wishes to start new activities.
3.83
0.949
0.942
0.942
F4. I am satisfied with how my family spends our
time together, the places we share and our money.
3.79
0.946
0.944
0.945
F5. I am satisfied with how my family expresses
affection and responds to my feelings.
3.83
0.947
0.941
0.941
Score
3.82
0.872
0.954
0.954
Source: own elaboration
Note: F1 measures satisfaction with family help, F2 with problem solving, F3 with acceptance of changes, F4
with expression of affection, and F5 with time shared with family.
Factor structure
Figure 1 shows model 1 of the APGAR-family, showing the relationships between the global
construct and its five items. The standardized factor loads were high: F1 (0.87), F2 (0.92),
F3 (0.91), F4 (0.89) and F5 (0.90), indicating strong relationships between the construct and
each independent item. Measurement errors were low, which reinforces the reliability of the
model. Overall, these results suggest that the APGAR-family items are strongly related to
the general construct of family satisfaction in Ecuadorian older adults, confirming the
validity and reliability of the model.
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Figure 1. APGAR global model
Source: own elaboration
Note: standardized factor loads between 0.87 and 0.90
To contrast the hypothesis with the relationship between indicators and latent dimensions,
confirmatory factor analysis was performed. The analysis of the internal structure of the
instrument verified that the APGAR-family evaluates the construct for which it was
designed.
The second model (figure 2) of APGAR-family invariance according to gender, analyzed the
behavior of various adjustment indices. All factor loads were above 0.5. The Comparative
Fit Index (CFI) showed a value greater than 0.95 (0.985), suggesting that the model fits the
sample. The Tucker-Lewis Index (TLI) was 0.970, exceeding the recommended cut-off of
0.90, and the Bentler-Bonett Non-Normalized Fit Index (NNFI) showed excellent value of
0.970. The relative non-centrality index (RNI) and the normalized Bentler-Bonett fit index
(NFI) presented values of 0.985 and 0.984, respectively, which reinforces the adequacy of
the model. The Bollen Relative Fit Index (RFI) had a value of 0.967 and the Bollen
Incremental Fit Index (IFI) showed a value of 0.985, both indicating a strong fit. The
standardized mean square residual (SRMR) was 0.013, indicating minimal discrepancies
between the model and the observed data.
Finally, the large sample size allowed the determination of the mean square error of
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approximation (RMSEA) which had a value of 0.064, which suggests a reasonably good fit
suggesting a good equality between the model observed in the covariance matrix and the
covariance matrix of the implicit model. Taken together, these indices showed that Model 2
of APGAR-familial invariance according to gender was well aligned with the data,
confirming the validity of the model for both genders.
Figure 2. Invariance by sex
Source: own elaboration
Note: Gender factor analysis model for the APGAR scale. (man α and ω₁ (0.948), AVE (0.786) and woman α
and ω₁ (0.957), AVE (0.816).
Discussion
The APGAR-family is one of the most widely used scales to measure the perception of family
functioning due to its easy applicability, easy understanding, limited time of application and
psychometric properties. However, their psychometric performance in Ecuadorian OA has
been undervalued, which limits their preference in mental health professionals.
The present study aimed to evaluate the psychometric properties of APGAR-family in a
sample of Ecuadorian OAs, providing evidence for its use in Spanish-speaking contexts and,
specifically, in Ecuador, where family functioning represents a significant social and public
health problem. The results obtained support the use of the questionnaire in this population,
both in terms of internal consistency and construct validity.
First, the internal consistency analyses showed that the APGAR items, as well as the overall
score, have excellent reliability. This finding is consistent with previous studies conducted
in different languages and cultural contexts, such as American English = 0.86), (17) Spanish
in Peru (α = 0,72), (15, 19) and Portuguese in Brazil = 0,73-0,78) (20) and Portugal (α = 0.86),
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(21) where only some report results of exploratory factor analysis (EFA) and confirmatory
factor analysis (CFA) to account for construct validity. (22)
A study conducted in Brazil showed acceptable reliability results according to Cronbach's α,
and both the alpha score on the total scale = 0.80) and the correlation coefficient were
similar to those of the instrument in its original version. On the other hand, the individual
behavior of the items showed little variation from 0.73 to 0.78) in their internal
consistency. (20)
Other researchers found similar results, in different populations and
sociocultural/geographical contexts, for example, Bellon et al., applied the APGAR-family
to 656 people over 60 years of age from a Spanish health center and found intraclass
correlation coefficients of the 5 items greater than 0.55. (17) There were no differences in the
results of the self-assesses (α = 0.86) or with the participation of a companion (α = 0.81). The
item-scale correlation ranged from 0.61 to 0.71. Crombach's α was 0.84 and no item increased
alpha when taken off the scale. Factor analysis separated a single factor.
The factor structure may vary, also if the participants have little knowledge about the
construct that evaluates the instrument. (23) In this sense, a population of Colombian
adolescents who are high school students between 13 and 17 years old (mean, 16.0 ± 0.8);
mostly women, 60. 3% had a PCA estimate of the statistics x2 (x2 = 9.11; df = 5; p = 0.105),
RMSEA 0.024 (90 % CI, 0.000-0.048), CFI = 0.998, TLI = 0.996 and SMSR = 0.009 with
favorable results. The internal consistency of the dimension was calculated with Cronbach's
α and McDonald's ω coefficients with results of 0.819 and 0.820 respectively, confirming the
one-dimensional structure of the APGAR-family scale in high school students in Colombia
and the validity and reliability for the measurement of family function in this population
group. (24)
The results of the confirmatory analyses supported the original two-factor correlated model,
despite a poor fit indicated by the chi-square statistic. However, other adjustment indices,
such as RMSEA, SRMR, TFI, and TLI, suggested that the model is adequate. These results
are consistent with previous studies with dental patients where a dataset of 227 Colombian
dental patients between 22 and 94 years of age was analyzed, finding an internal consistency
and construct validity, using exploratory (AFE) and confirmatory (AFC) factor analyses with
acceptable values. The overall mean of the family APGAR was 17.07 ± 3.15 and the
prevalence of family dysfunction was 44.4 % (95 % CI: 38 51 %). The internal consistency
was 0.90. The EFA reported a single factor that explained 64.1 % of the total variance. The
TFA showed adjustment indices χ2 = 702.960; df =10, p-value=0.001 RCEMA = 0.155 (90
%CI: 0.107-0.209); AQI = 0.961, ITL= 0.922. (25)
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Studies in the general population (26, 27) and caregivers showed indicators of Cronbach's α >
0.87 and intraclass correlation coefficient > 0.69, which also underscore the validity of the
dimensions of perception of family functioning as related constructs. The high factor loads
of the items reinforce the stability of the model in these populations.
The results of this study are also consistent with the results of this study by Mayorga-Muñoz
et al., in a Chilean multiethnic sample in which a Cronbach's alpha of 0.992 was obtained for
the five-item scale. The confirmatory factor analysis determined a unifactorial model, whose
goodness-of-fit indices were satisfactory (WLS-ANOVA-χ2 = 20.097; p < 0.01), CFI =
0.997, TLI = 0.995 and RMSE = 0.079) with 90 % confidence intervals: 0.049-0.091). (5)
Despite favorable assessments regarding the content validity of the APGAR-family, authors
such as Gómez et al. have concluded that the interpretation of the instrument's scores is not
congruent with the content of the construct it assesses. (18) In addition, Valencia-Vargas, et
al., referred to it in similar terms when listing several negative aspects of the scale. According
to these authors, the range of the values of the items that make up the instrument is low, and
the qualification of the scoring strata cannot be made based on the content of the instrument,
recommending that it be done based on percentiles. (14) Gardner et al., on the other hand,
questioned the psychometric properties of the APGAR-family and found little correlation
between baseline and follow-up scores, as well as discrepancies between test scores and
medical assessments of families. (28)
Conclusions
This study has important practical implications for the prevention of family malfunction in
Ecuador. The validation of APGAR-family in this population allows its application in social
and clinical settings, where it could be used to identify families at risk and design preventive
interventions. In addition, the focus on protective factors highlights the importance of
promoting positive psychological resources as part of prevention efforts. This approach
complements traditional strategies focused solely on risk identification, offering a more
comprehensive perspective to address the complexity of family functioning where seniors
live.
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Conflict of interest disclosure
The authors declare no conflict of interest.
Author contributions
José Alejandro Valdevila Figueira: Conceptualization of the study, methodological design,
supervision of the research process, acquisition of funding, critical revision of the
manuscript, and correspondence with the journal during the submission and revision
process.
Andrés Ramírez Coronel: Statistical analysis, interpretation of results, and drafting of the
methods and results sections.
Vanessa Quito-Calle: Literature review, data collection, and initial drafting of the
manuscript.
Pedro Andrés Muñoz-Arteaga: Data processing, preparation of tables and figures, and
Psychometric Properties of the Family Assessment Scale for Older Adults in Ecuador
Rev. Hosp. Psiq. Hab. Volumen 22 | Año 2025 |Publicación continua
Este material es publicado según los términos de la Licencia Creative Commons AtribuciónNoComercial 4.0. Se permite
el uso, distribución y reproducción no comerciales y sin restricciones en cualquier medio, siempre que sea debidamente
citada la fuente primaria de publicación.
verification of references.
María Lorena Cañizares-Jarrin: Validation of the questionnaire design, final editing of the
manuscript, and coordination among authors.
Indira Dayana Carvajal Parra: Critical content review, drafting of the discussion section,
and ensuring compliance with the journal's editorial guidelines.
Funding Declaration
This study received no specific grant from any funding agency in the public, commercial, or
not-for-profit sectors.
Data Availability Statement
The datasets generated and analyzed during the current study are available from the
corresponding author upon reasonable request.