Surrey Services For Seniors Inc

Organization Overview

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.

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.


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Board, Officers & Key Employees

Name (title)Compensation
Jill Whitcomb
President & CEO
$129,538
Karen Coley
Director & Secretary
$0
Christopher Vojta MD
Director & 1st Vice Chair
$0
Andy Signore
Director & 2nd Vice Chair
$0
Dawn Mann
Director & Treasurer
$0
Jean Kozicki
Director & Chairman
$0

Financial Statements

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

Grants Recieved

Over the last fiscal year, we have identified 1 grants that Surrey Services For Seniors Inc has recieved totaling $10,000.

Awarding OrganizationAmount
Smith Foundation

Downingtown, PA

PURPOSE: OPERATING EXPENSES

$10,000
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$990,094
Earnings-$118,283
Admin Expense$7,082
Net Contributions$125,000
Other Expense$68,000
Ending Balance$921,729

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