SURREY SERVICES FOR SENIORS INC (EIN 232610145) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

JILL WHITCOMB

Phone

6106476404

Tax Period

2024-07-01 to 2025-06-30

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.

Mission

SURREY INSPIRES AND ENABLES ALL OF US, AS WE AGE, TO LIVE WITH INDEPENDENCE AND DIGNITY, AND AS ENGAGED MEMBERS OF THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,506,169

Program Service Revenue $2,276,780

Investment Income $243,892

Other Revenue $219,087

TOTAL REVENUE $5,245,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,926,036

Fundraising Expenses $693,542

Program Expenses $4,449,260

Other Expenses $1,778,696

TOTAL EXPENSES $5,950,799

Year-over-Year Comparison

	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%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

150

Volunteers

608

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$317,015

Total Directors

$180,283

Key Employees

Highest Compensated

reported

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

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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

SURREY SERVICES FOR SENIORS INC