Surrey Services For Seniors Inc is located in Devon, PA. The organization was established in 1990. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 06/2022, Surrey Services For Seniors Inc employed 126 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Surrey Services For Seniors Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Surrey Services For Seniors Inc generated $3.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.4%) each year. All expenses for the organization totaled $4.2m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (1.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SURREY INSPIRES AND ENABLES ALL OF US, AS WE AGE, TO LIVE WITH INDEPENDENCE AND DIGNITY, AND AS ENGAGED MEMBERS OF THE COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SURREY'S COMPREHENSIVE APPROACH TO AGING IN PLACE INCLUDES A CONTINUUM OF SERVICES PROVIDED BY EXPERIENCED NURSES, TRAINED SOCIAL WORKERS, EXPERIENCED STAFF AND VOLUNTEERS, THAT ENABLE OLDER ADULTS TO RECEIVE THE OPTIMAL LEVEL OF HELP THEY NEED AT ALL STAGES OF THE AGING PROCESS, FROM THOSE WHO ARE WELL AND ACTIVE, TO THOSE WHO ARE FRAIL. SURREY'S HOME CARE PROGRAM IS A VITAL SAFETY NET FOR OLDER ADULTS WHO LIVE AT HOME, ESPECIALLY THOSE WHO ARE ALONE, AND MOST VULNERABLE. SURREY HOME CARE OFFERS: GERIATRIC CARE MANAGEMENT; RN CARE MANAGEMENT SERVICES; MEDICAL PROCEDURE ESCORT SERVICE; TELEHEALTH SUPPORT; PERSONAL FINANCE MANAGEMENT; LIVE-IN CARE; PERSONAL CARE SERVICES; SOCIAL COMPANIONS; HOUSE CLEANING AND LAUNDRY. SURREY LOST A SIGNIFICANT MANY DIRECT CARE WORKERS DUE TO THE LACK OF WORK DURING THE HEIGHT OF THE PANDEMIC: 1) MANY OF OUR OLDER CAREGIVERS DECIDED TO RETIRE AND 2) LACK OF NEW INDIVIDUALS ENTERING THIS WORKFORCE. FY22 HAS BEEN A TOUGH YEAR IN TERMS OF RECRUITING NEW CAREGIVERS. WE HAVE A WAITING LIST FOR SERVICES, BUT REVENUE REMAINS DOWN UNTIL WE CAN HIRE MORE CAREGIVERS. THE NEW SURREY ACADEMY IS HELPING IN RECRUITMENT. IN THE FISCAL YEAR ENDING JUNE 30, 2022, SURREY PROVIDED APPROXIMATELY 43,042 HOURS OF HOME CARE SERVICES WITH AN AVERAGE OF 50 CAREGIVERS, 3 RN'S AND 1 SOCIAL WORKER.
ONE OF THE GREATEST ADVANTAGES THAT SETS SURREY APART FROM OTHER SENIOR SERVICES ORGANIZATIONS IS THE ABILITY TO COORDINATE AND WRAP CRITICALLY NEEDED SERVICES LIKE TRANSPORTATION, NUTRITION, PROGRAMS AND ACTIVITIES, INFORMATION, AND SUPPORT SERVICES AROUND CORE HOME-CARE SERVICES IF NEEDED. SURREY'S HOLISTIC APPROACH TO AGING SERVICES AT ALL STAGES ALSO INCLUDES COMMUNITY SERVICES PROVIDED BY A SMALL WELL-TRAINED STAFF SUPPORTED BY HUNDREDS OF DEDICATED VOLUNTEERS THROUGH OUR OPERATIONS LOCATED IN DEVON, MEDIA, HAVERTOWN AND BROOMALL. OUR "NEIGHBOR HELPING NEIGHBOR" PHILOSOPHY THAT BEGAN FOUR DECADES AGO WITH OUR FOUNDER, REMAINS STRONG TODAY. OUR COMMUNITY SERVICES NORMALLY INCLUDE FREE OR LOW-COST PROGRAMS AND SERVICES, DIRECTLY OR IN COLLABORATION WITH OTHER ORGANIZATIONS. ADDITIONAL FUNDING IS SOUGHT TO COVER OUR EXPENSE FOR THESE SERVICES FOR OLDER ADULTS. COMMUNITY SERVICES INCLUDE:- A WIDE ARRAY OF PROGRAMS AND ACTIVITIES OFFERED BOTH IN PERSON AND ONLINE, INCLUDING EVIDENCE-BASED PROGRAMS, SUPPORT GROUPS, BOOK CLUBS, EDUCATIONAL CLASSES, AND PROGRAMS SURROUNDING CULTURE AND ARTS TO INSPIRE, ENGAGE AND CONNECT OLDER ADULTS LIVING AT HOME.- A TECHNOLOGY LENDING LIBRARY THAT PROVIDES TABLETS, TRAINING, AND ONGOING SUPPORT TO THOSE WHO CANNOT AFFORD OR DO NOT HAVE ACCESS TO TECHNOLOGY.TRANSPORTATION FOR SENIORS TO MEDICAL APPOINTMENTS AND PROCEDURES, GROCERY SHOPPING, OTHER ERRANDS AND OTHER NON-ESSENTIAL NEEDS INCLUDING SOCIAL GATHERINGS. - NUTRITION PROGRAMS, HEALTHY LUNCHES, HOME-DELIVERED MEALS, VOLUNTEER GROCERY SHOPPING, YARDWORK, AND SMALL HOME REPAIRS.- FRIENDLY PHONE CALLS AND VISITS.- INFORMATION AND REFERRAL SERVICES.AGAIN, DUE TO THE PANDEMIC, OUR PHYSICAL FACILITIES BEGAN A SLOW, PHASED IN REOPENING IN WITH STRICT SAFETY PROTOCOLS AND ANOTHER TEMPORARY SHUTDOWN FOR 7 WEEKS BEGINNING IN DECEMBER 2021 - JANUARY 2022. IN THE FISCAL YEAR ENDING JUNE 30, 2022, SURREY SERVED 3,152 UNIQUE INDIVIDUALS, AND PROVIDED 83,772 TOTAL TOUCHES (SERVICES/SUPPORT) TO OUR SENIORS AS THE GLOBAL PANDEMIC CONTINUED.IN THE FISCAL YEAR ENDING JUNE 30, 2022, SURREY PROVIDED THE FOLLOWING SERVICES AND PROGRAMS FOR SENIORS IN DELAWARE AND CHESTER COUNTIES: - 16,413 MEALS (CENTER-BASED AND GRAB 'N GO) - 73,480 HOME DELIVERED MEALS - 40,422 PARTICIPATION NUMBER FOR CENTER-BASED AND LIVESTREAMED PROGRAMMING - 304 UNIQUE INDIVIDUALS RECEIVED 5,724 RIDES - 282 VOLUNTEERS PROVIDED 21,881 HOURS OF SERVICE FOR SURREY - 11,402 MEMBER ASSISTANCE ACTIVITIES: GROCERY SHOPPING, HOME REPAIR AND UPKEEP, CHECK IN CALLS, PROVISION OF KEY INFORMATION AND REFERRALS TO OTHER SENIOR SERVICES.
SURREY OFFERS EXTENSIVE TRANSPORTATION SERVICES TO MEET THE NEEDS OF SENIORS WHO NO LONGER DRIVE OR HAVE DIFFICULTIES DRIVING. SOMETIMES A RIDE TO THE GROCERY STORE, PHARMACY, OR DOCTOR'S APPOINTMENT IS ALL A SENIOR NEEDS TO REMAIN INDEPENDENT, HEALTHY AND ACTIVE. SURREY HAS 8 PAID DRIVERS, 2 SEDANS, A MINIVAN, A NEWLY DONATED HANDICAP ACCESSIBLE MINI-VAN, A 12 PASSENGER HANDICAP ACCESSIBLE LARGE VAN, AND AN EXPANSIVE GROUP OF VOLUNTEER DRIVERS WHO PROVIDE RIDES AND COMPANIONSHIP TO SENIORS IN OUR COMMUNITY. IN JULY OF 2021, WE BEGAN TO SLOWLY BRING BACK OUR VOLUNTEERS DRIVERS UNDER CAREFUL COVID PROTOCOLS AND MANY WERE HESITANT TO RETURN TOO QUICKLY, YET WE STILL REINSTITUTED OUR FULL-SERVICE TRANSPORTATION SERVICE FOR SENIORS. THE TRANSPORTATION PROGRAM IS NOW RETURNING TO THE LEVEL WE SAW PRE-PANDEMIC. IN THE FISCAL YEAR ENDING JUNE 30, 2022, SURREY PROVIDED APPROXIMATELY 5,724 RIDES TO 304 UNIQUE INDIVIDUALS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jill Whitcomb President & CEO | OfficerTrustee | 40 | $129,538 |
Karen Coley Director & Secretary | OfficerTrustee | 1 | $0 |
Jean Kozicki Director & Chairman | OfficerTrustee | 1 | $0 |
Rick Davis Director & Imm. Past Chair | OfficerTrustee | 1 | $0 |
Dawn Mann Director & Treasurer | OfficerTrustee | 1 | $0 |
Christopher Vojta MD Director & 1st Vice Chair | OfficerTrustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $75,785 |
Fundraising events | $56,809 |
Related organizations | $0 |
Government grants | $93,468 |
All other contributions, gifts, grants, and similar amounts not included above | $1,490,320 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,716,382 |
Total Program Service Revenue | $1,754,213 |
Investment income | $73,046 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $12,739 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $90,037 |
Miscellaneous Revenue | $0 |
Total Revenue | $3,649,958 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $263,440 |
Compensation of current officers, directors, key employees. | $138,759 |
Compensation of current officers, directors, key employees. | $20,180 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $2,111,539 |
Pension plan accruals and contributions | $65,236 |
Other employee benefits | $276,363 |
Payroll taxes | $159,007 |
Fees for services: Management | $95,392 |
Fees for services: Legal | $705 |
Fees for services: Accounting | $95,883 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $23,888 |
Fees for services: Other | $47,578 |
Advertising and promotion | $0 |
Office expenses | $166,319 |
Information technology | $187,648 |
Royalties | $0 |
Occupancy | $212,583 |
Travel | $2,910 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $3,268 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $201,135 |
Insurance | $66,737 |
All other expenses | $0 |
Total functional expenses | $4,227,613 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $161,187 |
Savings and temporary cash investments | $108,032 |
Pledges and grants receivable | $316,544 |
Accounts receivable, net | $174,877 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $60,815 |
Net Land, buildings, and equipment | $3,908,283 |
Investments—publicly traded securities | $2,721,252 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $41,019 |
Total assets | $7,492,009 |
Accounts payable and accrued expenses | $360,758 |
Grants payable | $0 |
Deferred revenue | $22,530 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $383,288 |
Net assets without donor restrictions | $6,148,193 |
Net assets with donor restrictions | $960,528 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $7,492,009 |
Over the last fiscal year, we have identified 1 grants that Surrey Services For Seniors Inc has recieved totaling $10,000.
Awarding Organization | Amount |
---|---|
Smith Foundation Downingtown, PA PURPOSE: OPERATING EXPENSES | $10,000 |
Beg. Balance | $990,094 |
Earnings | -$118,283 |
Admin Expense | $7,082 |
Net Contributions | $125,000 |
Other Expense | $68,000 |
Ending Balance | $921,729 |
Organization Name | Assets | Revenue |
---|---|---|
Southwestern Pennsylvania Area Charleroi, PA | $3,794,920 | $18,303,240 |
Southwestern Community Action Council Inc Huntington, WV | $3,442,684 | $16,539,322 |
Central West Virginia Aging Services Inc Buckhannon, WV | $10,635,053 | $17,319,473 |
Regional Aid For Interim Needs Inc Bronx, NY | $8,633,241 | $14,474,585 |
Lifespan Of Greater Rochester Inc Rochester, NY | $9,941,084 | $14,510,334 |
New York Foundation For Senior Citizens Inc New York, NY | $13,582,730 | $12,552,678 |
Ohio Living Westerville, OH | $5,416,312 | $19,132,280 |
Vantage Aging Akron, OH | $7,256,448 | $13,013,343 |
Wvsc Metro Area Agency On Aging Inc Dunbar, WV | $2,022,123 | $10,856,707 |
Sourcepoint Delaware, OH | $13,498,757 | $12,738,099 |
Dorot Inc New York, NY | $35,059,991 | $15,081,294 |
Blair Senior Services Inc Altoona, PA | $9,557,910 | $10,335,546 |