2025-11-26T07:19:13-06:00 2025-06-30 231518888 MAILLIE LLP 500 NORTH LEWIS ROAD LIMERICK PA 19468 990 2024-07-01 232610145 SURREY SERVICES FOR SENIORS INC SURR 6106476404 60 SURREY WAY DEVON PA 19333 JILL WHITCOMB PRESIDENT & CEO 6106476404 2025-11-21 1 0 MICHAEL GENTILE P01428702 6109351420 2024 2025-03-06 01:10:19Z JILL WHITCOMB 60 SURREY WAY DEVON PA 19333 8523939 0 X SURREYSERVICES.ORG X 1990 PA SURREY INSPIRES AND ENABLES ALL OF US, AS WE AGE, TO LIVE WITH INDEPENDENCE AND DIGNITY, AND AS ENGAGED MEMBERS OF THE COMMUNITY. 16 14 150 608 0 0 2747784 2506169 1901687 2276780 277971 243892 226847 219087 5154289 5245928 0 0 218722 246067 3478187 3926036 0 0 693542 1596740 1778696 5293649 5950799 -139360 -704871 8506059 7707929 910444 779038 7595615 6928891 X SEE SCHEDULE O 0 0 1308119 1841493 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. 2664008 614106 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. 477133 787 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%. 4449260 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 150 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X X X JILL WHITCOMB 6106479854 60 SURREY WAY DEVON PA 19333 TIM RIDDLE DIRECTOR & BOARD CHAIR 1.00 X X 0 0 0 MICHAEL C HEMSLEY DIRECTOR & VICE CHAIR 1.00 X X 0 0 0 JEANNE BEACHLER DIRECTOR & SECRETARY 1.00 X X 0 0 0 JILL WHITCOMB PRESIDENT & CEO 40.00 X X 173349 0 6934 ANDY SIGNORE DIRECTOR & IMMEDIATE PAST CHAIR 1.00 X 0 0 0 DAVID LEVINE DIRECTOR 1.00 X 0 0 0 J PATRICK KILLIAN DIRECTOR 1.00 X 0 0 0 J BRADFORD PARKES DIRECTOR 1.00 X 0 0 0 RICK DAVIS DIRECTOR 1.00 X 0 0 0 TRACEY KING DIRECTOR 1.00 X 0 0 0 ANDREW BILOTTA JR DIRECTOR 1.00 X 0 0 0 JEAN KOZICKI DIRECTOR 1.00 X 0 0 0 GLEN REYBURN SCHAUER DIRECTOR 1.00 X 0 0 0 JONATHAN ELLENSWORTH DIRECTOR 1.00 X 0 0 0 TIM SHARPE DIRECTOR 1.00 X 0 0 0 JOHN SAWYER TREASURER & CFO 40.00 X 125000 0 11732 KRISTIN KINGERY CHIEF OPERATING OFFICER 40.00 X 103527 0 1941 DANA HEIMAN CHIEF ADVANCEMENT OFFICER 40.00 X 146095 0 18230 547971 0 38837 4 0 1 0 0 104625 198300 53245 2149999 114083 2506169 HOMECARE 621610 1661887 1661887 COMMUNITY SERVICES 624110 614106 614106 TRANSPORTATION 623990 787 787 2276780 96938 96938 3171674 3024720 146954 146954 146954 153236 198300 120563 32673 32673 312334 132728 179606 179606 OTHER INCOME 623990 6808 6808 6808 5245928 2456386 0 283373 246067 246067 181891 136116 18325 27450 3078154 2303508 310113 464533 96585 66577 15623 14385 325546 224400 52659 48487 243860 184301 23436 36123 143769 56602 85273 1894 31750 31750 21540 21540 52582 35332 14713 2537 229137 126279 54156 48702 254077 147805 81328 24944 488449 456123 25640 6686 1165 242 314 609 7801 7801 322444 284753 31616 6075 60768 38951 17774 4043 ACTIVITIES 62486 57543 4943 VEHICLE 55134 55134 MISCELLANEOUS 46267 28200 15936 2131 BAD DEBT 1327 1327 5950799 4449260 807997 693542 339151 246197 234989 861595 165587 130908 204203 210249 45106 32480 6339865 2407136 4200339 3932729 160272 154498 2659557 1783906 496855 355367 8506059 7707929 361859 399297 16780 15680 531805 364061 910444 779038 X 6646068 5990387 949547 938504 7595615 6928891 8506059 7707929 -704871 38147 0 X X 0 1 X 1 0 X 4063515 1659573 3154850 2747784 2506169 14131891 4063515 1659573 3154850 2747784 2506169 14131891 4494795 9637096 40769 73046 77738 90872 96938 379363 21141 169968 254112 23470 6808 475499 14986753 10711006 0.64300 0.64770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 936957 75785 68000 6238 938504 959406 51185 66995 6639 936957 921729 24453 87577 68000 6353 959406 990094 125000 -118283 68000 7082 921729 935000 57644 2550 990094 0 0 1222164 1222164 2031520 533274 1498246 1862190 873034 989156 966258 865707 100551 257733 135121 122612 3932729 ETFS 1377790 F TREASURY NOTES 200231 F CORPORATE BONDS 205885 F 1783906 LEASE LIABILITIES 364061 364061 X 5596826 38147 81000 253291 372438 5224388 21540 21540 5245928 6263550 81000 253291 334291 5929259 21540 21540 5950799 PART X, LINE 2: THE CORPORATION IS A CHARITABLE ORGANIZATION WITH AN EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE, AND DISCLOSE ANY UNCERTAIN TAX POSITIONS TAKEN ON THEIR INCOME TAX RETURNS. MANAGEMENT HAS EVALUATED THE IMPACT OF THIS STANDARD ON ITS FINANCIAL STATEMENTS AND BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND THE EFFECTS OF THIS STANDARD DID NOT IMPACT THE CORPORATION'S FINANCIAL POSITION, STATEMENT OF ACTIVITIES OR CHANGES IN NET ASSETS. THE CORPORATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF THE INCOME TAX PROVISION. THE CORPORATION DOES NOT HAVE TAX RELATED INTEREST AND PENALTIES FOR THE YEARS AFTER THE DATE THE CORPORATION FILES THE RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED NET IN REVENUE ON 990 120,563. CONSIGNMENT SHOP EXPENSE REPORTED NET IN REVENUE ON 990 132,728. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED NET IN REVENUE ON 990 120,563. CONSIGNMENT SHOP EXPENSE REPORTED NET IN REVENUE ON 990 132,728. SPRING GALA 210913 141970 68943 32978 42689 HOLIDAY EVENT 137668 56330 81338 44460 348581 198300 150281 32978 87149 120127 30154 X 0 0 0 0 0 0 0 0 0 JILL WHITCOMB PRESIDENT & CEO 173349 0 0 0 0 0 6934 0 0 0 180283 0 0 0 DANA HEIMAN CHIEF ADVANCEMENT OFFICER 146095 0 0 0 0 0 5844 0 12386 0 164325 0 0 0 X 806 114083 FAIR MARKET VALUE 0 1 0 FORM 990 PART III LINE 1 SURREY SERVICES FOR SENIORS, INC. IS A LEADER IN PROVIDING ACTIVE-AGING SERVICES TO HELP OLDER ADULTS NAVIGATE AND THRIVE IN EACH OF THE TRANSITIONAL PHASES OF AGING. FOUNDED IN 1981 AND BUILT ON A NEIGHBOR-HELPING-NEIGHBOR PHILOSOPHY, SURREY HAS EVOLVED INTO A STRONG, VOLUNTEER-DRIVEN, COMMUNITY-BASED ORGANIZATION SERVING THE TRI-COUNTY AREA WITH CENTERS IN BROOMALL, DEVON, MEDIA AND BRYN MAWR. 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 CRITICAL HOME CARE SERVICES IF NEEDED. SURREY OFFERS COUNTLESS WAYS FOR ALL OF US AS WE AGE TO LEARN, MAKE NEW FRIENDS, GIVE BACK, OR GET THE HELP AND SERVICES WE NEED FOR OURSELVES OR AN OLDER LOVED ONE-ALL PROVIDED IN OUR FOUR IN-PERSON CENTERS, IN HOME, AND EVERYWHERE IN BETWEEN. THROUGH AN INTEGRATED-HUB SERVICE MODEL, SURREY PROVIDES THE OLDER ADULTS WE SERVE WITH 1) ENGAGEMENT THROUGH CENTER BASES AND VIRTUAL ACTIVITIES, PROGRAMS, AND VOLUNTEER OPPORTUNITIES WHICH FOSTER MEANING AND PURPOSE. 2) FULL TRANSPORTATION SERVICES, PROVIDING SAFE AND CONVENIENT RIDES TO MEDICAL AND OTHER ESSENTIAL APPOINTMENTS AND ERRANDS, AND TO OUR CENTERS. 3) NUTRITION THROUGH CONGREGATE MEALS-HOT, NUTRITIOUS LUNCHES-SERVED AT OUR CENTERS AND "GRAB AND GO" MEALS (DELIVERED AS SENIORS DRIVE THROUGH SURREY'S DEVON PARKING LOT). SURREY SUBSIDIZES 50% OF THE COST OF EVERY MEAL DISTRIBUTED OUT OF DEVON AND PARTNERS WITH MEALS ON WHEELS TO SUPPLY HOME-DELIVERED MEALS TO HOMEBOUND SENIORS 4) HOME CARE SERVICES PROVIDE A FULL-RANGE OF HOME-BASED AND HOME-CARE SERVICES AND THE SURREY ACADEMY TRAINING FOR PROFESSIONAL CAREGIVERS AND FAMILY MEMBERS ALIKE. 5) INFORMATION, RESOURCE AND REFERRAL SUPPORT FOR COMMUNITY MEMBERS NEEDING HELP NAVIGATING THE RESOURCES AND SERVICES AVAILABLE FOR THEM OR FAMILY MEMBERS WHEN NEEDED MOST. 6) COMPREHENSIVE RESOURCES SUCH AS PERSONAL FINANCIAL MANAGEMENT, TECHNOLOGY LITERACY, FREE TAX PREP AND MEDICARE COUNSELING, AS WELL AS OTHER HEALTH AND WELLNESS SERVICES, TO MEET THE DYNAMIC AND EVER-CHANGING NEEDS OF OUR MEMBERS. THIS INCLUDES PARTNERSHIPS WITH OTHER COMMUNITY EXPERTS AND SERVICE PROVIDERS. (EXAMPLE: A CVIM DENTAL CLINIC LOCATED IN BOTH THE BROOMALL AND DEVON CENTERS.) 7) THE SURREY CONSIGNMENT SHOP WHICH INCLUDES FURNITURE AND HOME ACCESSORIES, ADDRESSES THE NEEDS OF THE GROWING NUMBER OF SENIORS WHO ARE READY TO DOWNSIZE, WHILE GENERATING SALES AND REVENUE TO BENEFIT SENIORS IN OUR COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE 990 WITH THE IRS, THE ORGANIZATION PROVIDES A COMPLETE ELECTRONIC COPY OF THE FORM 990 TO THE FINANCE AND AUDIT COMMITTEE MEMBERS AND EACH VOTING BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C IN COMPLIANCE WITH SURREY'S POLICY AND FOLLOWING PANO'S GUIDELINES, THE BOARD AND STAFF ANNUALLY RE-READ THE CONFLICT OF INTEREST POLICY AND SIGN AFFIRMATIONS OF COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 SURREY'S HUMAN RESOURCES COMMITTEE MEETS ANNUALLY TO DETERMINE A RECOMMENDATION ON THE COMPENSATION OF THE PRESIDENT. THE PROCESS IS AS FOLLOWS: AN EVALUATION OF THE PERFORMANCE OF THE PRESIDENT IS CONDUCTED BASED ON TARGETED GOALS AND THE BUSINESS PLAN. THEN DATA ON COMPENSATION FROM LOCAL AND STATE SURVEYS AND RELEVANT ORGANIZATIONS ARE REVIEWED FOR COMPARISON. THE COMMITTEE'S RECOMMENDATION IS THEN COMMUNICATED TO THE BOARD FOR APPROVAL. STAFF WAGES ARE BASED UPON INDUSTRY BENCHMARKS AND PERFORMANCE REVIEWS BY MANAGEMENT WITH APPROPRIATE OVERSIGHT ACTIONS BY THE HUMAN RESOURCES COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FORM 990 TAX RETURN IS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON SURREY SERVICES FOR SENIORS WEBSITE, AS WELL AS, THE FORM 990 ON CHARITYNAVIGATOR.ORG AND GUIDESTAR.ORG. CONDENSED FINANCIAL INFORMATION IS SENT TO ALL OF OUR DONORS IN THE ANNUAL REPORT. FORM 990, PART XXI, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FORM 990 PART III LINE 3 FY25 (JULY 1, 2024-JUNE 30, 2025) IN THE PAST FISCAL YEAR SURREY EXPERIENCED SIGNIFICANT GROWTH ACROSS ALL OUR CENTERS, VOLUNTEER CORPS, STRATEGIC PARTNERSHIPS AND OUR PROGRAMS, AND SERVICES. WE ALSO WITNESSED MORE VULNERABLE OLDER ADULTS ACROSS IN OUR COMMUNITIES STRUGGLING WITH FOOD INSECURITY, VA BENEFITS, HOMELESSNESS AND FEAR OF HOMELESSNESS, LIVING ON A FIXED INCOME, INCREASED STRESS AND ANXIETY WHICH CAN LEAD TO FASTER COGNITIVE DECLINE, AND MORE. EVEN AS THE POPULATION OF OLDER ADULTS GROWS EXPONENTIALLY ACROSS OUR AREA, SURREY IS DEDICATED TO SERVING OLDER ADULTS ACROSS CHESTER, MONTGOMERY AND DELAWARE COUNTIES BY PROVIDING HIGH IMPACT PROGRAMS AND SERVICES AT LITTLE OR NO COST TO PARTICIPANTS. WE ARE COMMITTED TO ENSURING ACCESS FOR OLDER ADULTS ACROSS ALL ECONOMIC STATUSES, REMOVING FINANCIAL BARRIERS THAT PREVENT ENGAGEMENT. THIS PAST YEAR OUR PROGRAMS, SERVICES AND SUBSIDIES INCREASED IN ORDER TO ADDRESS THE GROWING POPULATION AND THE GROWING NEEDS, PUTTING PRESSURE ON THE DEVELOPMENT PROGRAM TO ADDRESS GROWING EXPENSES. OUR BOARD AND STAFF, WORKED ALONGSIDE OUR STRATEGIC INNOVATION COMMITTEE THIS PAST YEAR TO UPDATE OUR EVERGREEN STRATEGIC PLAN, CULMINATING WITH A "VISION CAFE" WHERE A DIVERSE GROUP OF OVER 150 INDIVIDUALS CAME TOGETHER TO LEND THEIR VOICE TO OUR PLAN MOVING FORWARD. WORKING TOGETHER, WE PRODUCED A THOUGHTFUL, STRATEGIC, AND SUSTAINABLE PLAN FOR SURREY'S FUTURE 3-5-7 YEARS DOWN THE ROAD.