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Nonprofiteer
← SURREY SERVICES FOR SENIORS INC

Form 990 for tax year 2024

Filed by SURREY SERVICES FOR SENIORS INC.

Totals

Total revenue
$5,245,928
Total expenses
$5,950,799
Contributions and grants received
$2,506,169
Grants paid
$0
Program service revenue
$2,276,780
Investment income
$243,892
Other revenue
$219,087
Total assets, end of year
$7,707,929
Total liabilities, end of year
$779,038
Net assets or fund balances, end of year
$6,928,891
Program services expenses (Part IX)
$4,449,260
Management and general expenses
$807,997
Fundraising expenses
$693,542
Program service expenses (Part III)
$4,449,260

Program services were 74.8% 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

    $104,625

  • 1c · Fundraising events

    $198,300

  • 1e · Government grants (contributions)

    $53,245

  • 1f · All other contributions, gifts and grants

    $2,149,999

  • 1g · Noncash contributions included above

    $114,083

  • 2a · Program service revenue: HOMECARE

    total $1,661,887 · related or exempt $1,661,887

  • 2b · Program service revenue: COMMUNITY SERVICES

    total $614,106 · related or exempt $614,106

  • 2c · Program service revenue: TRANSPORTATION

    total $787 · related or exempt $787

  • 3 · Investment income

    total $96,938 · excluded $96,938

  • 7a · Gross sales of assets other than inventory

    securities $3,171,674

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

    securities $3,024,720

  • 7c · Gain or loss

    securities $146,954

  • 7d · Net gain or loss

    total $146,954 · excluded $146,954

  • 8a · Fundraising events: gross income

    $153,236

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

    $198,300

  • 8b · Fundraising events: direct expenses

    $120,563

  • 8c · Net income from fundraising events

    total $32,673 · excluded $32,673

  • 10a · Gross sales of inventory

    $312,334

  • 10b · Cost of goods sold

    $132,728

  • 10c · Net income from sales of inventory

    total $179,606 · related or exempt $179,606

  • 11a · Other revenue: OTHER INCOME

    total $6,808 · excluded $6,808

  • 11e · Other revenue, total

    $6,808

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $246,067 · program services $246,067

  • 5 · Compensation of officers, directors and key employees

    total $181,891 · program services $136,116 · management and general $18,325 · fundraising $27,450

  • 6 · Compensation of disqualified persons

    total $3,078,154 · program services $2,303,508 · management and general $310,113 · fundraising $464,533

  • 8 · Pension plan contributions

    total $96,585 · program services $66,577 · management and general $15,623 · fundraising $14,385

  • 9 · Other employee benefits

    total $325,546 · program services $224,400 · management and general $52,659 · fundraising $48,487

  • 10 · Payroll taxes

    total $243,860 · program services $184,301 · management and general $23,436 · fundraising $36,123

  • 11a · Fees: management

    total $143,769 · program services $56,602 · management and general $85,273 · fundraising $1,894

  • 11c · Fees: accounting

    total $31,750 · management and general $31,750

  • 11f · Fees: investment management

    total $21,540 · management and general $21,540

  • 11g · Fees: other

    total $52,582 · program services $35,332 · management and general $14,713 · fundraising $2,537

  • 13 · Office expenses

    total $229,137 · program services $126,279 · management and general $54,156 · fundraising $48,702

  • 14 · Information technology

    total $254,077 · program services $147,805 · management and general $81,328 · fundraising $24,944

  • 16 · Occupancy

    total $488,449 · program services $456,123 · management and general $25,640 · fundraising $6,686

  • 17 · Travel

    total $1,165 · program services $242 · management and general $314 · fundraising $609

  • 20 · Interest

    total $7,801 · management and general $7,801

  • 22 · Depreciation, depletion and amortization

    total $322,444 · program services $284,753 · management and general $31,616 · fundraising $6,075

  • 23 · Insurance

    total $60,768 · program services $38,951 · management and general $17,774 · fundraising $4,043

  • 24a · Other expenses: ACTIVITIES

    total $62,486 · program services $57,543 · fundraising $4,943

  • 24b · Other expenses: VEHICLE

    total $55,134 · program services $55,134

  • 24c · Other expenses: MISCELLANEOUS

    total $46,267 · program services $28,200 · management and general $15,936 · fundraising $2,131

  • 24d · Other expenses: BAD DEBT

    total $1,327 · program services $1,327

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $339,151 · end of year $246,197

  • 2 · Savings and temporary cash investments

    beginning of year $234,989 · end of year $861,595

  • 3 · Pledges and grants receivable

    beginning of year $165,587 · end of year $130,908

  • 4 · Accounts receivable

    beginning of year $204,203 · end of year $210,249

  • 9 · Prepaid expenses and deferred charges

    beginning of year $45,106 · end of year $32,480

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

    $6,339,865

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

    $2,407,136

  • 10c · Land, buildings and equipment, net

    beginning of year $4,200,339 · end of year $3,932,729

  • 11 · Investments: publicly traded securities

    beginning of year $160,272 · end of year $154,498

  • 12 · Investments: other securities

    beginning of year $2,659,557 · end of year $1,783,906

  • 15 · Other assets

    beginning of year $496,855 · end of year $355,367

  • 17 · Accounts payable and accrued expenses

    beginning of year $361,859 · end of year $399,297

  • 19 · Deferred revenue

    beginning of year $16,780 · end of year $15,680

  • 25 · Other liabilities

    beginning of year $531,805 · end of year $364,061

  • 27 · Net assets without donor restrictions

    beginning of year $6,646,068 · end of year $5,990,387

  • 28 · Net assets with donor restrictions

    beginning of year $949,547 · end of year $938,504

Mission and programs · 2024

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 - 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: PERSONAL CARE SERVICES; SOCIAL COMPANIONS; HOUSE CLEANING AND LAUNDRY; RN CARE MANAGEMENT SERVICES; PERSONAL FINANCE MANAGEMENT; LIVE-IN CARE. IN FY25 WE EXPERIENCED SIGNIFICANT GROWTH IN CAREGIVING STAFF, HOURS OF SERVICE AND REVENUE. OUR REVENUE WAS 46% OVER BUDGET AND BILLABLE HOURS INCREASED 29%. ADDITIONALLY, OUR SUBSIDIZED HOME CARE SERVICES INCREASED 45% DUE TO THE GROWING NEEDS OF A GROWING POPULATION.

    Expenses $1,308,119 · Revenue $1,841,493

  • COMMUNITY SERVICES - SURREY'S COMMUNITY SERVICES ARE DESIGNED TO SUPPORT THE PHYSICAL, COGNITIVE AND EMOTIONAL HEALTH AND WELLBEING OF OLDER ADULTS, AND ARE OFFERED AT OUR BROOMALL, BRYN MAWR, DEVON AND MEDIA CENTERS AND VIRTUALLY THROUGH STREAMING TECHNOLOGY TO CONNECT AND INFORM OUR MEMBERS AND ENGAGE INDIVIDUALS WHO ARE MOST COMFORTABLE IN THEIR HOMES. THESE PROGRAMS AND ACTIVITIES ARE FOCUSED ON HEALTH AND WELLNESS AND INCLUDE FITNESS CLASSES, ARTS AND CULTURAL PROGRAMS, LIFELONG LEARNING, CLUBS, GAMES, EDUCATIONAL SPEAKERS' SERIES AND MORE.SURREY'S COMPREHENSIVE APPROACH TO AGING IN PLACE INCLUDES A CONTINUUM OF SERVICES PROVIDED BY 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(CONTINUED ON SCHEDULE O) 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 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, 2025, SURREY SERVED 4,496 UNIQUE INDIVIDUALS, A 35% INCREASE YOY, AND PROVIDED 146,442 TOTAL TOUCHES (SERVICES/SUPPORT) TO OLDER ADULTS, A 26% INCREASE YOY. - ADDITIONALLY, WE SAW AN 18% IN MEALS, A 36% INCREASE IN PROGRAM PARTICIPATION, AND A 30% INCREASE IN MEMBER SERVICES AND ASSISTANCE. THIS WAS ALL SUPPORTED BY OUR VOLUNTEERS WHO ARE THE STRENGTH AND FOUNDATION BEHIND ALL THAT SURREY DOES - LEADING PROGRAMS, SERVING MEALS, ASSISTING WITH ADMINISTRATION DUTIES, DRIVING OLDER ADULTS TO MEDICAL APPOINTMENT, THE GROCERY AND PHARMACY, AND MORE. - IN FY25 OUR VOLUNTEER CORPS GREW BY 30%. THIS YEAR, 608 VOLUNTEERS PROVIDED 43,123 HOURS OF SERVICES, OFFSETTING STAFF HOURS AND REDUCING PROGRAM COSTS ENABLING US TO HAVE MORE PROGRAMMING, AND GREATER IMPACT WITHIN OUR BUDGET. WITH THE CURRENT VALUE OF A VOLUNTEER HOUR EQUAL TO $31, OUR VOLUNTEERS CONTRIBUTED $1,336,813 TO SURREY.

    Expenses $2,664,008 · Revenue $614,106

  • 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. IN THE FISCAL YEAR ENDING JUNE 30, 2025, OUR RIDES FOR OLDER ADULTS TO ESSENTIAL SERVICES INCREASED BY 23%.

    Expenses $477,133 · Revenue $787

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tim Riddle

    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
    $180,283
    From this org
    $173,349
    From related orgs
    $0
    Other
    $6,934
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,349
    Bonus
    $0
    Other
    $0
    Deferred
    $6,934
    Nontaxable benefits
    $0
    Filer's total
    $180,283

  • Andy Signore

    DIRECTOR & IMMEDIATE PAST CHAIR

    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 Schauer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Ellensworth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Sharpe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Sawyer

    TREASURER & CFO

    Total calculated
    $136,732
    From this org
    $125,000
    From related orgs
    $0
    Other
    $11,732
    Hours/week
    40

  • Kristin Kingery

    CHIEF OPERATING OFFICER

    Total calculated
    $105,468
    From this org
    $103,527
    From related orgs
    $0
    Other
    $1,941
    Hours/week
    40

  • Dana Heiman

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $164,325
    From this org
    $146,095
    From related orgs
    $0
    Other
    $18,230
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,095
    Bonus
    $0
    Other
    $0
    Deferred
    $5,844
    Nontaxable benefits
    $12,386
    Filer's total
    $164,325

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
2024
Filed
21 November 2025
IRS schema version
2024v5.2
Source object
202503309349300705

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