2025-01-24T10:23:12-06:00 2024-06-30 231518888 MAILLIE LLP 500 NORTH LEWIS ROAD LIMERICK PA 19468 990 2023-07-01 232610145 SURREY SERVICES FOR SENIORS INC SURR 6106476404 60 SURREY WAY DEVON PA 19333 JILL WHITCOMB PRESIDENT & CEO 6106476404 2025-01-15 1 0 MICHAEL GENTILE P01428702 6109351420 2023 2025-03-06 01:10:19Z JILL WHITCOMB 60 SURREY WAY DEVON PA 19333 7071297 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. 17 16 139 467 0 0 3154850 2747784 1674848 1901687 203472 277971 138342 226847 5171512 5154289 0 0 242460 218722 3071894 3478187 0 0 611568 1313214 1596740 4627568 5293649 543944 -139360 8842777 8506059 1127657 910444 7715120 7595615 X SEE SCHEDULE O 0 1 1141804 1528389 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. 2364224 517103 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. 434445 13356 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. 3940473 1 1 0 0 0 0 0 0 0 1 1 1 0 1 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 20 0 1 139 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 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 ANDY SIGNORE 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 164863 0 4833 ANDREW ADDIS DIRECTOR 1.00 X 0 0 0 JOHN BEILENSON DIRECTOR 1.00 X 0 0 0 JONATHAN ELLENSWORTH DIRECTOR 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 DIRECTOR 1.00 X 0 0 0 TIM RIDDLE DIRECTOR 1.00 X 0 0 0 TIM SHARPE DIRECTOR 1.00 X 0 0 0 JOHN SAWYER TREASURER & CFO 40.00 X 100672 0 32238 DANA HEIMAN CHIEF ADVANCEMENT OFFICER 40.00 X 135932 0 15814 401467 0 52885 3 0 1 0 0 87446 100245 196903 2363190 25285 2747784 HOMECARE 621610 1371228 1371228 COMMUNITY SERVICES 624110 517103 517103 TRANSPORTATION 623990 13356 13356 1901687 90872 90872 1796692 1609593 187099 187099 187099 224949 100245 178733 46216 46216 285843 128682 157161 157161 OTHER INCOME 623990 23470 23470 23470 5154289 2058848 0 347657 218722 218722 171305 126928 19560 24817 2716131 2012509 310129 393493 84617 50559 18048 16010 293074 175112 62509 55453 213060 159673 23106 30281 87163 33518 52103 1542 36300 36300 21697 21697 60368 39532 13303 7533 206161 113934 48410 43817 222653 159513 42460 20680 427671 389695 33891 4085 1741 284 1001 456 349859 309357 33972 6530 53192 32314 17255 3623 ACTIVITIES 60421 58451 1970 VEHICLE 38129 38129 MISCELLANEOUS 30456 21713 7864 879 BAD DEBT 929 530 399 5293649 3940473 741608 611568 459450 339151 66598 234989 144413 165587 200319 204203 78423 45106 6285031 2084692 4356116 4200339 202775 160272 2726311 2659557 608372 496855 8842777 8506059 394785 361859 47050 16780 685822 531805 1127657 910444 X 6741585 6646068 973535 949547 7715120 7595615 8842777 8506059 -139360 19855 0 X X 0 1 X 1 1 1 X 2050644 4063515 1659573 3154850 2747784 13676366 2050644 4063515 1659573 3154850 2747784 13676366 4217772 9458594 52446 40769 73046 77738 90872 334871 123892 21141 169968 254112 23470 592583 14603820 10911350 0.64770 0.65930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 959406 0 51185 66995 6639 936957 921729 24453 87577 68000 6353 959406 990094 125000 -118283 68000 7082 921729 935000 57644 2550 990094 0.00000 1.00000 0.00000 0 0 1222164 1222164 2031520 482486 1549034 1849111 687880 1161231 952818 817836 134982 229418 96490 132928 4200339 ETFS 2247244 F TREASURY NOTES 202477 F CORPORATE BONDS 209836 F 2659557 OTHER CURRENT ASSETS 5050 OTHER LONG-TERM ASSETS 20000 RIGHT OF USE ASSET 471805 496855 LEASE LIABILITIES 531805 531805 X 5544092 19855 84230 307415 411500 5132592 21697 21697 5154289 5663597 84230 307415 391645 5271952 21697 21697 5293649 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 990 178,733. CONSIGNMENT SHOP EXPENSE REPORTED NET IN REVENUE ON 990 128,682. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED NET IN REVENUE ON 990 178,733. CONSIGNMENT SHOP EXPENSE REPORTED NET IN REVENUE ON 990 128,682. SPRING GALA 146706 51210 95496 31931 54072 HOLIDAY EVENT 108047 17500 90547 39086 1 70441 31535 38906 53614 325194 100245 224949 53614 31931 93158 178703 46246 X 0 0 0 0 0 0 0 0 0 JILL WHITCOMB PRESIDENT & CEO 164863 0 0 0 0 0 0 0 4833 0 169696 0 0 0 DANA HEIMAN CHIEF ADVANCEMENT OFFICER 135932 0 0 0 0 0 0 0 15814 0 151746 0 0 0 X 280 25285 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE THE AMOUNT OF SHARES THAT WERE DONATED. 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 AND MEDIA AND BRYN MAWR. SURREY PROVIDES A UNIQUE COMBINATION OF PROGRAMS, SERVICES, AND RESOURCES THAT CONNECT OR RECONNECT US TO WHAT MATTERS MOST TO EACH OF US. SURREY OFFERS COUNTLESS WAYS FOR US 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 YOUR HOME, AND EVERYWHERE IN BETWEEN. THESE CONNECTIONS ARE THE BUILDING BLOCKS OF BETTER HEALTH AND HAPPINESS, OF A BETTER LIFE AT ANY AGE. 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 PROVIDING A FULL-RANGE OF HOME-BASED AND HOME-CARE SERVICES AND THE SURREY ACADEMY TRAINING FOR PROFESSIONAL CAREGIVERS AND FAMILY MEMBERS ALIKE. 5) COMPREHENSIVE RESOURCES SUCH AS 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.) 6) THE SURREY CONSIGNMENT SHOP WHICH INCLUDES FURNITURE, HOME ACCESSORIES, INCLUDING CHINA, SILVER, GLASSWARE AND ACCENT PIECES, AS WELL AS JEWELRY, 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 III, LINE 3 FY24 (JULY 1, 2023-JUNE 30, 2024) WAS A YEAR FULL OF GROWTH AND CHANGE THAT LED US TO IS A STRONGER MORE CONNECTED COMMUNITY (STAFF, BOARD, VOLUNTEERS, PARTNERS, AND MEMBERS) EAGER TO WORK TOGETHER TO MEET OUR SHORT-TERM GOALS IN FY24 AND THOUGHTFULLY, STRATEGICALLY AND REALISTICALLY PLAN FOR SURREY'S FUTURE 3-5-7 YEARS DOWN THE ROAD. IN THE SPRING OF 2024, SURREY EXPANDED INTO MONTGOMERY COUNTY WITH THE OPENING OF THE SURREY CENTER FOR ACTIVE AGING ON THE CAMPUS OF BRYN MAWR PRESBYTERIAN CHURCH. THE CENTER HAS BECOME A KEY RESOURCE FOR THE LARGE NUMBER OF OLDER ADULTS WHO LIVE INDEPENDENTLY IN APARTMENT HOUSES IN THE AREA. THE NEW BRYN MAWR CENTER ALSO HOUSES THE SURREY ACADEMY, A PROGRAM ESTABLISHED IN 2022 TO ADDRESS THE SHORTAGE OF CAREGIVERS IN OUR REGION. IN FY24 THE ACADEMY MORE THAN DOUBLED THE NUMBER OF GRADUATES WE TRAINED AND CERTIFIED FOR A CAREER IN CAREGIVING AT SURREY. SURREY PROVIDES THIS TRAINING AT NO COST TO THE INDIVIDUALS ENROLLED AND PAYS THEM A STIPEND TO GO THROUGH THE TRAINING PROGRAM AND FUNDS THIS PROGRAM THROUGH GRANTS AND DONATIONS 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.