Nonprofit · EIN 23-2610145
SURREY SERVICES FOR SENIORS INC
Tax-exempt · DEVON, PA 19333
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,245,928 | $5,950,799 | -$704,871 | $7,707,929 | $779,038 | $6,928,891 |
| June 30, 2024 | 990 | $5,154,289 | $5,293,649 | -$139,360 | $8,506,059 | $910,444 | $7,595,615 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,506,169
- of which government grants
- $53,245
- Membership dues
- $104,625
- Program service revenue
- $2,276,780
- Investment income
- $243,892
- Net gain from sales of assets
- $146,954
- Net income from fundraising events
- $32,673
- Net income from sales of inventory
- $179,606
- Other revenue
- $219,087
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $246,067
- Compensation of officers, directors and key employees
- $181,891
- Salaries, compensation and benefits (total)
- $3,926,036
- Professional fundraising fees
- $0
- Accounting fees
- $31,750
- Occupancy
- $488,449
- Travel
- $1,165
- Depreciation
- $322,444
- Program services (functional)
- $4,449,260
- Management and general (functional)
- $807,997
- Fundraising (functional)
- $693,542
Balance sheet and other
- Total assets, start of year
- $8,506,059
- Total assets, end of year
- $7,707,929
- Total liabilities, end of year
- $779,038
- Net assets, end of year
- $6,928,891
- Land, buildings and equipment
- $3,932,729
- Publicly traded securities
- $154,498
- Net assets without donor restrictions
- $5,990,387
- Net assets with donor restrictions
- $938,504
- Gross receipts
- $8,523,939
- Employees
- 150
- Volunteers
- 608
- Year formed
- 1990
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JILL WHITCOMB | PRESIDENT & CEO Trustee or director, Officer | 40 | $173,349 | $6,934 |
| DANA HEIMAN | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 40 | $146,095 | $18,230 |
| JOHN SAWYER | TREASURER & CFO Officer | 40 | $125,000 | $11,732 |
| KRISTIN KINGERY | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $103,527 | $1,941 |
| TIM RIDDLE | DIRECTOR & BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL C HEMSLEY | DIRECTOR & VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEANNE BEACHLER | DIRECTOR & SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANDY SIGNORE | DIRECTOR & IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 |
| DAVID LEVINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J PATRICK KILLIAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J BRADFORD PARKES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACEY KING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW BILOTTA JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEAN KOZICKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLEN REYBURN SCHAUER | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN ELLENSWORTH | DIRECTOR Trustee or director | 1 | $0 |
| TIM SHARPE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JILL WHITCOMB | PRESIDENT & CEO Trustee or director, Officer | 40 | $164,863 | $4,833 |
| DANA HEIMAN | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 40 | $135,932 | $15,814 |
| JOHN SAWYER | TREASURER & CFO Officer | 40 | $100,672 | $32,238 |
| ANDY SIGNORE | DIRECTOR & BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL C HEMSLEY | DIRECTOR & VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEANNE BEACHLER | DIRECTOR & SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANDREW ADDIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN BEILENSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN ELLENSWORTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID LEVINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J PATRICK KILLIAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J BRADFORD PARKES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACEY KING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW BILOTTA JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEAN KOZICKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLEN REYBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM RIDDLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM SHARPE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 60 SURREY WAY, DEVON, PA 19333-1464
- Principal officer (990 for 2024)
- JILL WHITCOMB, 60 SURREY WAY, DEVON, PA 19333
- Signed the 990
- JILL WHITCOMB, PRESIDENT & CEO
- Phone
- (610) 647-6404
- Website
- SURREYSERVICES.ORG
- Return prepared by
- MAILLIE LLP
Mission
SEE SCHEDULE O
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2610145
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $7,707,929
- Income (IRS master file)
- $8,523,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,245,928 | $5,950,799 | $7,707,929 | XML |
| 990 | June 2024 | $5,154,289 | $5,293,649 | $8,506,059 | XML |
| 990 | June 2023 | $5,171,512 | $4,627,568 | $8,842,777 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2610145).
Questions about SURREY SERVICES FOR SENIORS INC
- What is the EIN of SURREY SERVICES FOR SENIORS INC?
- The employer identification number (EIN) of SURREY SERVICES FOR SENIORS INC is 23-2610145.
- Is SURREY SERVICES FOR SENIORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to SURREY SERVICES FOR SENIORS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SURREY SERVICES FOR SENIORS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SURREY SERVICES FOR SENIORS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SURREY SERVICES FOR SENIORS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SURREY SERVICES FOR SENIORS INC?
- The 990 for the year ended June 30, 2025 names JILL WHITCOMB.
- Who are the officers and directors of SURREY SERVICES FOR SENIORS INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 4 received compensation from the organization, the highest $173,349 (JILL WHITCOMB, PRESIDENT & CEO).
- How much revenue does SURREY SERVICES FOR SENIORS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,245,928, expenses of $5,950,799 and total assets of $7,707,929 at year end.
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