DEVON, PA
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Sign In — Free (10 views/day)SURREY SERVICES FOR SENIORS INC, founded in 1990, is a community nonprofit in the Human Services sector that reported $5.2M in total revenue in fiscal year 2024. Expenses of $6.0M exceeded revenue, resulting in a 13% operating deficit.
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.
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...
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.
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...
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.
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...
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%.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $5,245,928 | $5,154,289 | +0.0% |
| Expenses | $5,950,799 | $5,293,649 | +0.1% |
| Net Income | $-704,871 | $-139,360 | +4.1% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
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Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| TIM RIDDLE | DIRECTOR & BOARD CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MICHAEL C HEMSLEY | DIRECTOR & VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JEANNE BEACHLER | DIRECTOR & SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JILL WHITCOMB | PRESIDENT & CEO | 40.00 |
Officer
Director
|
$173,349 | $6,934 | $180,283 |
| ANDY SIGNORE | DIRECTOR & IMMEDIATE PAST CHAIR | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID LEVINE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| J PATRICK KILLIAN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| J BRADFORD PARKES | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| RICK DAVIS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TRACEY KING | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ANDREW BILOTTA JR | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JEAN KOZICKI | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| GLEN REYBURN SCHAUER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JONATHAN ELLENSWORTH | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TIM SHARPE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN SAWYER | TREASURER & CFO | 40.00 |
Officer
|
$125,000 | $11,732 | $136,732 |
| KRISTIN KINGERY | CHIEF OPERATING OFFICER | 40.00 |
Highest
|
$103,527 | $1,941 | $105,468 |
| DANA HEIMAN | CHIEF ADVANCEMENT OFFICER | 40.00 |
Highest
|
$146,095 | $18,230 | $164,325 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $5,245,928 | $5,950,799 | $7,707,929 | $-704,871 |
| 2024 | $5,154,289 | $5,293,649 | $8,506,059 | $-139,360 |
| 2023 | $5,171,512 | $4,627,568 | $8,842,777 | $543,944 |
| 2022 | $3,649,958 | $4,227,613 | $7,492,009 | $-577,655 |
| 2021 | $5,959,400 | $4,026,903 | $8,481,263 | $1,932,497 |
| 2020 | $4,848,421 | $5,217,745 | $7,057,404 | $-369,324 |
| 2019 | $4,683,520 | $4,743,429 | $6,513,343 | $-59,909 |
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