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Human Services : Social Services

Surrey Services for Seniors

Home care for independent living

four stars

94.23

60 Surrey Way Devon, PA 19333
tel: (610) 647-6404   Web Site
EIN: 23-2610145

Board Leadership
Bruce D. Hopper
Chair

CEO
Robert Madonna
President & Chief Executive Officer

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 94.23 four stars
  Financial 91.85 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 03/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?

Surrey Services for Senior's mission is to help older adults live with independence and dignity and to continue as active members of the community. Surrey is a non-profit organization established in 1981. Throughout the years, Surrey has worked with seniors in all types of situations with many different needs to develop, refine and create the complement of home and community-based services now offered to over 8,200 older adults from three sites in Delaware County and one in Chester County.

Surrey Services for Senior's mission is to help older adults live with independence and dignity and to continue as active members of the community. Surrey is a non-profit organization established in 1981. Throughout the years, Surrey has worked with seniors in all types of situations with many different needs to develop, refine and create the complement of home and community-based services now offered to over 8,200 older adults from three sites in Delaware County and one in Chester County.

Learn more about how we calculate the overall score and rating.

Financial

four stars

91.85

Accountability & Transparency

four stars

100.00

This rating was published 03/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 83.2%
  Administrative Expenses 10.7%
  Fundraising Expenses 6.0%
  Fundraising Efficiency $0.11
  Working Capital Ratio (years) 1.40
  Program Expenses Growth 3.4%
  Liabilities to Assets 5.5%
All data for Financial Performance Metrics calculations was provided by Surrey Services for Seniors on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Surrey Services for Seniors on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Surrey Services for Seniors (PA) 94.23 four stars
Masonic Homes of California (CA) 92.73 four stars
Friends of Yad Sarah (NY) 92.38 four stars
Meals on Wheels Programs & Services of Rockland, Inc. (NY) 85.44 three stars
DOROT (NY) 95.78 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,278,336
   Federated Campaigns $0
   Membership Dues $82,580
   Fundraising Events $221,000
   Related Organizations $0
   Government Grants $61,995
Total Contributions $1,643,911
   Program Service Revenue $2,562,141
Total Primary Revenue $4,206,052
   Other Revenue $180,853
TOTAL REVENUE $4,386,905
   
EXPENSES  
   Program Expenses $3,707,987
   Administrative Expenses $516,112
   Fundraising Expenses $256,042
TOTAL FUNCTIONAL EXPENSES $4,480,141
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-93,236
   
Net Assets $6,226,563

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Home Services $2,479,316 66.9%
Center-Based Activities $1,056,271 28.5%
Transportation Services $172,400 4.6%

Ratings History
Surrey Services for Seniors has received 4 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 03/01/2017 94.23 four stars
2015-06 08/01/2016 98.97 four stars
2015-06 06/01/2016 96.99 four stars
 
CN 2.0
2015-06 03/01/2016 95.37 four stars
2014-06 09/01/2015 96.07 four stars
2013-06 06/01/2014 98.88 four stars
2013-06 02/01/2014 96.96 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-2610145
Name in IRS Master File SURREY SERVICES FOR SENIORS INC
NTEE Code P81
NTEE Classification Senior Centers, Services
NTEE Type Human Services - Multipurpose and Other
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (575) Services for the aged (see also 153 ad 382)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1990
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$148,966 3.32% Barbara Fentress President
Other Salaries of Note
$69,712 1.55% Robert Madonna President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Surrey Services for Seniors (PA) 94.23 four stars
Iona Senior Services (DC) 93.19 four stars
H.O.M.E. (IL) 92.16 four stars
Senior Concerns (CA) 92.48 four stars
Senior Neighbors (MI) 93.98 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Surrey Services for Seniors
60 Surrey Way
Devon, PA 19333
tel: (610) 647-6404
fax: (610) 647-8047
EIN: 23-2610145

Visit Web Site

Board Leadership

Bruce D. Hopper
Chair

CEO

Robert Madonna
President & Chief Executive Officer

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