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Nonprofiteer
← SURREY SERVICES FOR SENIORS INC

Form 990 for tax year 2023

Filed by SURREY SERVICES FOR SENIORS INC.

Totals

Total revenue
$5,154,289
Total expenses
$5,293,649
Contributions and grants received
$2,747,784
Grants paid
$0
Program service revenue
$1,901,687
Investment income
$277,971
Other revenue
$226,847
Total assets, end of year
$8,506,059
Total liabilities, end of year
$910,444
Net assets or fund balances, end of year
$7,595,615
Program services expenses (Part IX)
$3,940,473
Management and general expenses
$741,608
Fundraising expenses
$611,568
Program service expenses (Part III)
$3,940,473

Program services were 74.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $87,446

  • 1c · Fundraising events

    $100,245

  • 1e · Government grants (contributions)

    $196,903

  • 1f · All other contributions, gifts and grants

    $2,363,190

  • 1g · Noncash contributions included above

    $25,285

  • 2a · Program service revenue: HOMECARE

    total $1,371,228 · related or exempt $1,371,228

  • 2b · Program service revenue: COMMUNITY SERVICES

    total $517,103 · related or exempt $517,103

  • 2c · Program service revenue: TRANSPORTATION

    total $13,356 · related or exempt $13,356

  • 3 · Investment income

    total $90,872 · excluded $90,872

  • 7a · Gross sales of assets other than inventory

    securities $1,796,692

  • 7b · Less cost or other basis and sales expenses

    securities $1,609,593

  • 7c · Gain or loss

    securities $187,099

  • 7d · Net gain or loss

    total $187,099 · excluded $187,099

  • 8a · Fundraising events: gross income

    $224,949

  • 8a · Fundraising events: contributions included on line 1c

    $100,245

  • 8b · Fundraising events: direct expenses

    $178,733

  • 8c · Net income from fundraising events

    total $46,216 · excluded $46,216

  • 10a · Gross sales of inventory

    $285,843

  • 10b · Cost of goods sold

    $128,682

  • 10c · Net income from sales of inventory

    total $157,161 · related or exempt $157,161

  • 11a · Other revenue: OTHER INCOME

    total $23,470 · excluded $23,470

  • 11e · Other revenue, total

    $23,470

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $218,722 · program services $218,722

  • 5 · Compensation of officers, directors and key employees

    total $171,305 · program services $126,928 · management and general $19,560 · fundraising $24,817

  • 6 · Compensation of disqualified persons

    total $2,716,131 · program services $2,012,509 · management and general $310,129 · fundraising $393,493

  • 8 · Pension plan contributions

    total $84,617 · program services $50,559 · management and general $18,048 · fundraising $16,010

  • 9 · Other employee benefits

    total $293,074 · program services $175,112 · management and general $62,509 · fundraising $55,453

  • 10 · Payroll taxes

    total $213,060 · program services $159,673 · management and general $23,106 · fundraising $30,281

  • 11a · Fees: management

    total $87,163 · program services $33,518 · management and general $52,103 · fundraising $1,542

  • 11c · Fees: accounting

    total $36,300 · management and general $36,300

  • 11f · Fees: investment management

    total $21,697 · management and general $21,697

  • 11g · Fees: other

    total $60,368 · program services $39,532 · management and general $13,303 · fundraising $7,533

  • 13 · Office expenses

    total $206,161 · program services $113,934 · management and general $48,410 · fundraising $43,817

  • 14 · Information technology

    total $222,653 · program services $159,513 · management and general $42,460 · fundraising $20,680

  • 16 · Occupancy

    total $427,671 · program services $389,695 · management and general $33,891 · fundraising $4,085

  • 17 · Travel

    total $1,741 · program services $284 · management and general $1,001 · fundraising $456

  • 22 · Depreciation, depletion and amortization

    total $349,859 · program services $309,357 · management and general $33,972 · fundraising $6,530

  • 23 · Insurance

    total $53,192 · program services $32,314 · management and general $17,255 · fundraising $3,623

  • 24a · Other expenses: ACTIVITIES

    total $60,421 · program services $58,451 · fundraising $1,970

  • 24b · Other expenses: VEHICLE

    total $38,129 · program services $38,129

  • 24c · Other expenses: MISCELLANEOUS

    total $30,456 · program services $21,713 · management and general $7,864 · fundraising $879

  • 24d · Other expenses: BAD DEBT

    total $929 · program services $530 · fundraising $399

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $459,450 · end of year $339,151

  • 2 · Savings and temporary cash investments

    beginning of year $66,598 · end of year $234,989

  • 3 · Pledges and grants receivable

    beginning of year $144,413 · end of year $165,587

  • 4 · Accounts receivable

    beginning of year $200,319 · end of year $204,203

  • 9 · Prepaid expenses and deferred charges

    beginning of year $78,423 · end of year $45,106

  • 10a · Land, buildings and equipment: cost or other basis

    $6,285,031

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,084,692

  • 10c · Land, buildings and equipment, net

    beginning of year $4,356,116 · end of year $4,200,339

  • 11 · Investments: publicly traded securities

    beginning of year $202,775 · end of year $160,272

  • 12 · Investments: other securities

    beginning of year $2,726,311 · end of year $2,659,557

  • 15 · Other assets

    beginning of year $608,372 · end of year $496,855

  • 17 · Accounts payable and accrued expenses

    beginning of year $394,785 · end of year $361,859

  • 19 · Deferred revenue

    beginning of year $47,050 · end of year $16,780

  • 25 · Other liabilities

    beginning of year $685,822 · end of year $531,805

  • 27 · Net assets without donor restrictions

    beginning of year $6,741,585 · end of year $6,646,068

  • 28 · Net assets with donor restrictions

    beginning of year $973,535 · end of year $949,547

Mission and programs · 2023

Mission

SEE SCHEDULE O

Activities or mission (Part I)

SURREY INSPIRES AND ENABLES ALL OF US, AS WE AGE, TO LIVE WITH INDEPENDENCE AND DIGNITY, AND AS ENGAGED MEMBERS OF THE COMMUNITY.

  • HOME CARE SERVICES - 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 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. IN FY 2024 THERE WAS A CHANGE IN HOME CARE LEADERSHIP AND THE PROGRAM GREW, WITH REVENUE EXCEEDING BUDGET BY 6%. IN THE FISCAL YEAR ENDING JUNE 30, 2024, SURREY PROVIDED APPROXIMATELY 28,366 HOURS OF HOME CARE SERVICES TO 291 UNDUPLICATED CLIENTS, WITH AN AVERAGE OF 39 CAREGIVERS, 3 RN'S, 2 PERSONAL FINANCIAL MANGERS AND 1 SOCIAL WORKER.

    Expenses $1,141,804 · Revenue $1,528,389

  • COMMUNITY SERVICES - 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 APPROACH TO AGING SERVICES ALSO INCLUDES COMMUNITY SERVICES PROVIDED BY A SMALL WELL-TRAINED STAFF SUPPORTED BY HUNDREDS OF DEDICATED VOLUNTEERS THROUGH OUR OPERATIONS LOCATED IN DEVON, MEDIA, BROOMALL AND BRYN MAWR. 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 SECURED TO COVER OUR EXPENSES FOR THESE SERVICES FOR OLDER ADULTS. IN THE FISCAL YEAR ENDING JUNE 30, 2024, SURREY SERVED 3,684 UNIQUE INDIVIDUALS AND PROVIDED 115,977 TOTAL TOUCHES (SERVICES/SUPPORT) TO OLDER ADULTS.IN FY24, SURREY PROVIDED THE FOLLOWING SERVICES AND PROGRAMS FOR SENIORS IN DELAWARE, CHESTER AND MONTGOMERY COUNTIES:" 113,096 MEALS ( IN-PERSON AND HOME DELIVERED) " 78,962PARTICIPATION NUMBER FOR CENTER-BASED AND LIVESTREAMED PROGRAMMING" 467 VOLUNTEERS PROVIDED 39,074 HOURS OF SERVICE FOR SURREY" 13,098 MEMBER ASSISTED ACTIVITIES: GROCERY SHOPPING, HOME REPAIR AND UPKEEP, CHECK IN CALLS, PROVISION OF KEY INFORMATION AND REFERRALS TO OTHER SENIOR SERVICES.

    Expenses $2,364,224 · Revenue $517,103

  • TRANSPORTATION 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, TWO 12 PASSENGER HANDICAP ACCESSIBLE LARGE VANS, 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 CHESCO CONNECT, CHESTER COUNTY SENIOR SHARED RIDE SERVICES, OUR TRANSPORTATION REVENUE WAS 60% OVER BUDGET AND RIDES INCREASED BY 42% YOY. IN THE FISCAL YEAR ENDING JUNE 30, 2024, SURREY PROVIDED APPROXIMATELY 10,983 RIDES TO OLDER ADULTS IN THE TRI-COUNTY REGION.

    Expenses $434,445 · Revenue $13,356

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andy Signore

    DIRECTOR & BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Michael C Hemsley

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jeanne Beachler

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jill Whitcomb

    PRESIDENT & CEO

    Total calculated
    $169,696
    From this org
    $164,863
    From related orgs
    $0
    Other
    $4,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,863
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $4,833
    Filer's total
    $169,696

  • Andrew Addis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Beilenson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Ellensworth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Levine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J Patrick Killian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J Bradford Parkes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rick Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tracey King

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Bilotta Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jean Kozicki

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Glen Reyburn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Riddle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Sharpe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Sawyer

    TREASURER & CFO

    Total calculated
    $132,910
    From this org
    $100,672
    From related orgs
    $0
    Other
    $32,238
    Hours/week
    40

  • Dana Heiman

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $151,746
    From this org
    $135,932
    From related orgs
    $0
    Other
    $15,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,932
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,814
    Filer's total
    $151,746

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 January 2025
IRS schema version
2023v6.0
Source object
202510249349301211

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