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 06/2023, Surrey Services For Seniors Inc employed 142 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 06/2023, Surrey Services For Seniors Inc generated $5.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $4.6m during the year ending 06/2023. While expenses have increased by 0.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
2023
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: 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. FY2023 WAS SPENT TRYING TO BUILD BACK OUR CAREGIVING WORKFORCE AFTER SURREY LOST A SIGNIFICANT MANY DIRECT CARE WORKERS DUE TO THE LACK OF WORK DURING THE HEIGHT OF THE PANDEMIC. THIS REMAINS A CHALLENGE. IN THE FISCAL YEAR ENDING JUNE 30, 2023, SURREY PROVIDED APPROXIMATELY 26,573 HOURS OF HOME CARE SERVICES TO 231 UNDUPLICATED CLIENTS, WITH AN AVERAGE OF 47 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, 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 WAS SOUGHT TO COVER OUR EXPENSE FOR THESE SERVICES FOR OLDER ADULTS. IN THE FISCAL YEAR ENDING JUNE 30, 2023, SURREY SERVED 3,438 UNIQUE INDIVIDUALS, AND PROVIDED 115,163 TOTAL TOUCHES (SERVICES/SUPPORT) TO OLDER ADULTS.IN THE FISCAL YEAR ENDING JUNE 30, 2023, SURREY PROVIDED THE FOLLOWING SERVICES AND PROGRAMS FOR SENIORS IN DELAWARE AND CHESTER COUNTIES:-107,009 MEALS ( IN-PERSON AND HOME DELIVERED) -67,201 PARTICIPATION NUMBER FOR CENTER-BASED AND LIVESTREAMED PROGRAMMING-395 VOLUNTEERS PROVIDED 33,453 HOURS OF SERVICE FOR SURREY-12,446 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 10 PAID PART-TIME DRIVERS, 2 SEDANS, A 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 FREE OF CHARGE. WITH A NEW MORE EXPANSIVE CONTRACT WITH CHESTER COUNTY SENIOR SHARED RIDE SERVICES IN 2023, OUR TRANSPORTATION IS EXPANDING. IN THE FISCAL YEAR ENDING JUNE 30, 2023, SURREY PROVIDED APPROXIMATELY 7,513 RIDES TO 300 UNIQUE INDIVIDUALS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Andy Signore Director & Board Chair | OfficerTrustee | 1 | $0 |
Michael C Hemsley Director & Vice Chair | OfficerTrustee | 1 | $0 |
Jean Kozicki Director & Imm. Past Chair | OfficerTrustee | 1 | $0 |
Karen Coley Director & Secretary | OfficerTrustee | 1 | $0 |
Kevin O'neill Director | Trustee | 1 | $0 |
Andrew Addis Director | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $81,340 |
Fundraising events | $77,862 |
Related organizations | $0 |
Government grants | $1,107,762 |
All other contributions, gifts, grants, and similar amounts not included above | $1,887,886 |
Noncash contributions included in lines 1a–1f | $39,755 |
Total Revenue from Contributions, Gifts, Grants & Similar | $3,154,850 |
Total Program Service Revenue | $1,674,848 |
Investment income | $77,738 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $125,734 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $134,951 |
Miscellaneous Revenue | $0 |
Total Revenue | $5,171,512 |
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 | $242,460 |
Compensation of current officers, directors, key employees. | $165,142 |
Compensation of current officers, directors, key employees. | $26,316 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $2,345,709 |
Pension plan accruals and contributions | $73,567 |
Other employee benefits | $301,257 |
Payroll taxes | $186,219 |
Fees for services: Management | $58,323 |
Fees for services: Legal | $2,803 |
Fees for services: Accounting | $29,000 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $19,640 |
Fees for services: Other | $61,807 |
Advertising and promotion | $0 |
Office expenses | $185,591 |
Information technology | $208,181 |
Royalties | $0 |
Occupancy | $366,235 |
Travel | $1,306 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $7,326 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $213,761 |
Insurance | $49,502 |
All other expenses | $0 |
Total functional expenses | $4,627,568 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $459,450 |
Savings and temporary cash investments | $66,598 |
Pledges and grants receivable | $144,413 |
Accounts receivable, net | $200,319 |
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 | $78,423 |
Net Land, buildings, and equipment | $4,356,116 |
Investments—publicly traded securities | $202,775 |
Investments—other securities | $2,726,311 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $608,372 |
Total assets | $8,842,777 |
Accounts payable and accrued expenses | $394,785 |
Grants payable | $0 |
Deferred revenue | $47,050 |
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 | $685,822 |
Total liabilities | $1,127,657 |
Net assets without donor restrictions | $6,741,585 |
Net assets with donor restrictions | $973,535 |
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 | $8,842,777 |