2023-12-19T08:12:52-06:00 2023-06-30 231518888 MAILLIE LLP 500 NORTH LEWIS ROAD LIMERICK PA 19468 990 2022-07-01 232610145 SURREY SERVICES FOR SENIORS INC SURR 6106476404 60 SURREY WAY DEVON PA 19333 JILL WHITCOMB PRESIDENT & CEO 6106476404 2023-12-07 1 JILL WHITCOMB 999009999 0 MICHAEL GENTILE P01428702 6109351420 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JILL WHITCOMB 60 SURREY WAY DEVON PA 19333 8230265 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. 21 20 142 395 0 0 1716382 3154850 1754213 1674848 85785 203472 93578 138342 3649958 5171512 0 0 263440 242460 2750904 3071894 0 0 524267 1213269 1313214 4227613 4627568 -577655 543944 7492009 8842777 383288 1127657 7108721 7715120 X SURREY INSPIRES AND ENABLES ALL OF US, AS WE AGE, TO LIVE WITH INDEPENDENCE AND DIGNITY, AND AS ENGAGED MEMBERS OF THE COMMUNITY.SURREY IS A LEADER IN PROVIDING AGING SERVICES TO HELP OLDER ADULTS IN CHESTER AND DELAWARE COUNTIES NAVIGATE AND THRIVE IN EACH OF THE TRANSITIONAL PHASES OF OLDER LIFE. SURREY WAS FOUNDED IN 1981 BY JEANNE LAROUCHE ON A NEIGHBOR-HELPING-NEIGHBOR PHILOSOPHY THAT IS STILL EVIDENT VIA ITS ORGANIZATIONAL CULTURE, IN WHICH STAFF AND VOLUNTEERS TAKE THE TIME TO GET TO KNOW EACH INDIVIDUAL IN OUR SURREY COMMUNITY AND STRIVE TO PROVIDE QUALITY SERVICES REFLECTIVE OF THE UNIQUE OPPORTUNITIES AND CHALLENGES AGING PRESENTS. 0 1 996913 1388694 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 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. FY2023 WAS SPENT TRYING TO BUILD BACK OUR CAREGIVING WORKFORCE AFTER SURREY LOST A SIGNIFICANT MANY DIRECT CARE WORKERS DUE TO THE LACK OF WORK DURING THE HEIGHT OF THE PANDEMIC. THIS REMAINS A CHALLENGE. IN THE FISCAL YEAR ENDING JUNE 30, 2023, SURREY PROVIDED APPROXIMATELY 26,573 HOURS OF HOME CARE SERVICES TO 231 UNDUPLICATED CLIENTS, WITH AN AVERAGE OF 47 CAREGIVERS, 3 RN'S AND 1 SOCIAL WORKER. 2008993 304350 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 HOLISTIC APPROACH TO AGING SERVICES AT ALL STAGES ALSO INCLUDES COMMUNITY SERVICES PROVIDED BY A SMALL WELL-TRAINED STAFF SUPPORTED BY HUNDREDS OF DEDICATED VOLUNTEERS THROUGH OUR OPERATIONS LOCATED IN DEVON, MEDIA, AND BROOMALL. 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 SOUGHT TO COVER OUR EXPENSE FOR THESE SERVICES FOR OLDER ADULTS. IN THE FISCAL YEAR ENDING JUNE 30, 2023, SURREY SERVED 3,438 UNIQUE INDIVIDUALS, AND PROVIDED 115,163 TOTAL TOUCHES (SERVICES/SUPPORT) TO OLDER ADULTS.IN THE FISCAL YEAR ENDING JUNE 30, 2023, SURREY PROVIDED THE FOLLOWING SERVICES AND PROGRAMS FOR SENIORS IN DELAWARE AND CHESTER COUNTIES:-107,009 MEALS ( IN-PERSON AND HOME DELIVERED) -67,201 PARTICIPATION NUMBER FOR CENTER-BASED AND LIVESTREAMED PROGRAMMING-395 VOLUNTEERS PROVIDED 33,453 HOURS OF SERVICE FOR SURREY-12,446 MEMBER ASSISTANCE ACTIVITIES: GROCERY SHOPPING, HOME REPAIR AND UPKEEP, CHECK IN CALLS, PROVISION OF KEY INFORMATION AND REFERRALS TO OTHER SENIOR SERVICES. 321581 116755 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, A 12 PASSENGER HANDICAP ACCESSIBLE LARGE VAN, 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 CHESTER COUNTY SENIOR SHARED RIDE SERVICES IN 2023, OUR TRANSPORTATION IS EXPANDING. IN THE FISCAL YEAR ENDING JUNE 30, 2023, SURREY PROVIDED APPROXIMATELY 7,513 RIDES TO 300 UNIQUE INDIVIDUALS. 3327487 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 22 0 1 142 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 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 JEAN KOZICKI DIRECTOR & IMM. PAST CHAIR 1.00 X X 0 0 0 KAREN COLEY DIRECTOR & SECRETARY 1.00 X X 0 0 0 KEVIN O'NEILL DIRECTOR 1.00 X 0 0 0 ANDREW ADDIS DIRECTOR 1.00 X 0 0 0 JOHN BEILENSON DIRECTOR 1.00 X 0 0 0 MAUREEN BRENNAN-MILLER DIRECTOR 1.00 X 0 0 0 ANN LANAHAN GILL DIRECTOR 1.00 X 0 0 0 DAVID LEVINE DIRECTOR 1.00 X 0 0 0 KEVIN OBRIEN 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 DANIEL O'CONNELL DIRECTOR 1.00 X 0 0 0 ANDREW BILOTTA JR DIRECTOR 1.00 X 0 0 0 JILL WHITCOMB PRESIDENT & CEO 40.00 X X 153503 0 6336 JAMES R HOLT JR DIRECTOR 1.00 X 0 0 0 JEANNE C BEACHLER 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 153503 0 6336 1 0 1 0 0 81340 77862 1107762 1887886 39755 3154850 HOMECARE 621610 1253743 1253743 COMMUNITY SERVICES 624110 304350 304350 TRANSPORTATION 623990 116755 116755 1674848 77738 77738 2987322 2861588 125734 125734 125734 81395 77862 81395 0 250721 115770 134951 134951 OTHER INCOME 623990 3391 3391 3391 5171512 1809799 0 206863 242460 242460 165142 117885 26316 20941 2345709 1674466 373793 297450 73567 48633 12807 12127 301257 199153 52443 49661 186219 134005 29659 22555 58323 23005 33805 1513 2803 2803 29000 29000 19640 19640 61807 40899 15305 5603 185591 97753 36587 51251 208181 129924 38806 39451 366235 326660 37039 2536 1306 605 254 447 7326 7326 213761 170566 36656 6539 49502 30928 15501 3073 ACTIVITIES 51347 45100 6247 MISCELLANEOUS 29653 20474 8074 1105 VEHICLE 24971 24971 BAD DEBT 3768 3768 4627568 3327487 775814 524267 161187 459450 108032 66598 316544 144413 174877 200319 60815 78423 6090950 1734834 3908283 4356116 2721252 202775 2726311 41019 608372 7492009 8842777 360758 394785 22530 47050 0 685822 383288 1127657 X 6148193 6741585 960528 973535 7108721 7715120 7492009 8842777 543944 62455 0 X X 0 1 X 1 1 1 X 1912779 2050644 4063515 1659573 3154850 12841361 1912779 2050644 4063515 1659573 3154850 12841361 3705764 9135597 42291 52446 40769 73046 77738 286290 159158 123892 21141 169968 254112 728271 13855922 11544955 0.65930 0.66800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 431698 1599822 1780539 480674 1299865 885546 763759 121787 171181 58703 112478 4356116 ETFS 2575249 F TREASURY NOTES 151062 F 2726311 OTHER CURRENT ASSETS 2550 OTHER LONG-TERM ASSETS 20000 OPERATING LEASE RIGHT OF USE ASSET 585822 608372 LEASE LIABILITIES 685822 685822 X 5422992 62455 11500 197165 271120 5151872 19640 19640 5171512 4816593 11500 197165 208665 4607928 19640 19640 4627568 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 81,395. CONSIGNMENT SHOP EXPENSE REPORTED NET IN REVENUE ON 990 115,770. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED NET IN REVENUE ON 990 81,395. CONSIGNMENT SHOP EXPENSE REPORTED NET IN REVENUE ON 990 115,770. SPRING GALA 140938 77862 63076 27149 31649 FALL FESTIVAL 9140 9140 10440 1 6250 6250 156328 77862 78466 27149 42089 69238 9228 X 0 0 0 0 0 0 0 0 0 JILL WHITCOMB PRESIDENT & CEO 153503 0 0 0 0 0 4728 0 1608 0 159839 0 0 0 X 8 39755 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): 8 INDIVIDUAL STOCK GIFT TRANSACTIONS FORM 990, PART III, LINE 3 THE IMPACT OF SOCIAL ISOLATION ON SENIORS AND THE CRITICAL NEED TO BRING SENIORS TOGETHER SAFELY HAS BEEN A MAJOR CONCERN AT SURREY AND OUR RESOLVE TO ADDRESS THAT CONCERN IN MORE IMPACTFUL WAYS HAS ONLY DEEPENED SINCE THE PANDEMIC. OVER THE PAST THREE YEARS, WE HAVE LEARNED A GREAT DEAL ABOUT WAYS TO ALLEVIATE THE NEGATIVE IMPACT OF SOCIAL ISOLATION, THE VITAL IMPORTANCE OF SOCIAL INTERACTION, AND THE RESTORATIVE EFFECT OF BRINGING SENIORS TOGETHER TO SHARE MEALS, PURSUE FITNESS, AND PARTICIPATE IN GROUP ACTIVITIES. IN FY 2023 OUR CENTERS WE KEY TO ADDRESSING THE IMPACT OF SOCIAL ISOLATION AND MORE. WHILE OUR DEVON CENTER IN CHESTER COUNTY WAS THRIVING, IT BECAME CLEAR THAT IT WAS CRITICALLY IMPORTANT TO REVITALIZE SURREY'S PRESENCE, IMPACT, AND REACH IN DELAWARE COUNTY. THE BOARD DECIDED THAT A NEW AND INVITING MULTIPURPOSE SPACE WOULD LEND ITSELF TO PROVIDING MORE ROBUST AND INNOVATIVE SERVICES AND PROGRAMMING. AFTER MONTHS OF PLANNING AND PREPARATION, AND THANKS TO THE GENEROUS SUPPORT OF LOCAL GOVERNMENT, DONORS, AND FOUNDATIONS, SURREY OPENED THE DELAWARE COUNTY CENTER FOR HEALTHY LIVING IN MARCH. THIS CENTER, LOCATED AT 505 PARKWAY DRIVE IN BROOMALL, REPLACED THE CENTERS LOCATED IN CHURCH HALLS IN HAVERTOWN AND BROOMALL. MUCH LIKE THE CENTER FOR HEALTHY LIVING IN DEVON HAS BEEN KEY TO MITIGATING THE EFFECTS OF SOCIAL ISOLATION FOR CHESTER COUNTY SENIORS, THE NEW BROOMALL CENTER IS REPLICATING THAT SUCCESS IN DELAWARE COUNTY. SINCE THE CENTER OPENED IN MID-MARCH, 127 NEW DELAWARE COUNTY SENIORS HAVE SIGNED UP AS NEW SURREY MEMBERS. SENIORS WHO ARE COMING TO THE NEW CENTER ARE PRIMARILY RESIDENTS OF BROOMALL AND THE SURROUNDING TOWNS: HAVERTOWN, SPRINGFIELD, DREXEL HILL, NEWTOWN SQUARE AND MEDIA. OVERALL, WE HAVE DELIVERED SERVICES AND PROGRAMS FOR 589 UNDUPLICATED SENIORS AT THE NEW CENTER. THIS IS AN 85% INCREASE OVER THE NUMBER OF SENIORS SERVED IN THE FORMER HAVERTOWN AND BROOMALL CENTERS LAST YEAR. WE HAVE ALSO EXPERIENCED A 35% INCREASE IN THE NUMBER OF HOMEBOUND SENIORS REQUESTING HOME-DELIVERED MEALS. OUR THREE CENTERS ( DEVON, BROOMALL AND MEDIA) CENTER EMPLOY SURREY'S INTEGRATED-HUB MODEL OF SERVICES, WHICH REACHES SENIORS WHERE THEY ARE: IN OUR CENTERS OR IN THEIR HOMES - A LESSON LEARNED THROUGH THE PANDEMIC. THE CORNERSTONES OF THIS MODEL, WHICH IS NOW OUR STANDARD OF SERVICE, ARE: -A FULL RANGE OF CENTER-BASED, HOME-BASED AND HOME-CARE SERVICES. -FULL TRANSPORTATION SERVICES, PROVIDING SAFE AND CONVENIENT RIDES TO MEDICAL AND OTHER ESSENTIAL APPOINTMENTS. -CONGREGATE MEALS-HOT, NUTRITIOUS LUNCHES-SERVED AT OUR CENTERS OR PROVIDED THROUGH GRAB AND GO, AND HOME-DELIVERED MEALS FOR HOMEBOUND SENIORS IN PARTNERSHIP WITH MEALS ON WHEELS -THE EXPANSION OF ONLINE PROGRAMS AND INTEGRATION WITH CENTER-BASED ACTIVITIES THROUGH LIVE-STREAMING TECHNOLOGY TO CONNECT INDIVIDUALS WHO HAVE MOBILITY ISSUES AND ARE MOST COMFORTABLE AT IN THEIR HOMES. SURREY'S TECHNOLOGY LENDING LIBRARY EXTENDS THIS SERVICE TO MORE SENIORS BY PROVIDING TABLETS, TRAINING, AND FREE INTERNET CONNECTIVITY TO OLDER ADULTS WHO DO NOT HAVE OR CANNOT AFFORD THIS TECHNOLOGY. OUR CENTERS NOW PROVIDE BOTH A CHESTER COUNTY AND DELAWARE COUNTY BASE, COMPLETE WITH OFFICE SPACE FOR THE SERVICES SURREY PROVIDES, INCLUDING HOME CARE; HOT, NUTRITIOUS LUNCHES; TRANSPORTATION; AND CHORE SERVICES (HOME REPAIRS, YARD WORK, ETC.). IN ADDITION, THE NEW DELAWARE COUNTY CENTER ALSO HOUSES THE SURREY ACADEMY, A PROGRAM ESTABLISHED IN 2022 TO ADDRESS THE SHORTAGE OF CAREGIVERS IN OUR REGION. THE ACADEMY TRAINS INDIVIDUALS FOR A CAREER IN CAREGIVING AND TRAINS FAMILY MEMBERS WHO WANT TO LEARN HOW TO CARE FOR A LOVED ONE SAFELY. SURREY PROVIDES THIS TRAINING AT NO COST TO THE INDIVIDUALS ENROLLED AND FUNDS THE PROGRAM THROUGH GRANTS AND DONATIONS. IN ADDITION TO SENIORS RETURNING FULLY TO OUR ACTIVE CENTERS, THE SURREY CONSIGNMENT SHOP IN BERWYN DOUBLED IN SIZE BY EXPANDING INTO THE ADJACENT STOREFRONT, CREATING THE SPACE TO DISPLAY MORE FURNITURE AND ACCENT ITEMS FROM MORE CONSIGNERS, MANY OF WHOM ARE DOWNSIZING. IN FY23 WAS SAW A 52% INCREASE IN SALES, A 65% INCREASE IN THE NUMBER OF CONSIGNERS AND THE SHOP HAS WELCOMED CLOSE TO 5,000 MORE SHOPPERS OVER THE PAST YEAR. OUR COMMITMENT TO OUR MISSION AND THOSE WE SERVE HAS NEVER BEEN STRONGER AND OUR KEY PERFORMANCE INDICATORS CONTINUE TO REFLECT THAT. (SEE OUTCOMES IN 4A, 4B, AND 4C) 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 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.