Disable all preview features

Human Services : Social Services

Surrey

Programs & services and home care to help seniors remain healthy and engaged and have the ability to age in place.

four stars

90.41

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

Board Leadership
Rick Davis
Chair

CEO
Jill Whitcomb
Interim President & Chief Executive Officer

 
 

This organization has shared information about their results and/or practices to help inform your giving. Click to view this data.

  Score
(out of 100) 		Rating
Overall Score & Rating 90.41 four stars
  Financial 86.45 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 02/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Why isn't this based on more recent data?

Surrey's mission is to inspire and enable all of us, as we age, to live with independence and dignity, and as engaged members of the community. Surrey is a non-profit organization established in 1981. Surrey strives to change the idea of aging from a time of limitations to a time of discovery health, and social opportunity. Surrey will create the leading dynamic community for aging adults by developing groundbreaking programs, services and activities that encourage and support older adults to live well longer.

Surrey's mission is to inspire and enable all of us, as we age, to live with independence and dignity, and as engaged members of the community. Surrey is a non-profit organization established in 1981. Surrey strives to change the idea of aging from a time of limitations to a time of discovery health, and social opportunity. Surrey will create the leading dynamic community for aging adults by developing groundbreaking programs, services and activities that encourage and support older adults to live well longer.

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

Financial

three stars

86.45

Accountability & Transparency

four stars

100.00

This rating was published 02/01/2021 and includes data from FY2019, 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)		 79.7%
  Administrative Expenses 12.9%
  Fundraising Expenses 7.3%
  Fundraising Efficiency $0.18
  Working Capital Ratio (years) 1.35
  Program Expenses Growth 0.5%
  Liabilities to Assets 3.8%
All data for Financial Performance Metrics calculations was provided by Surrey on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Surrey 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

Constituent Feedback

Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people/communities they serve, may be more effective. We've partnered with GuideStar by Candid to survey organizations about their feedback practices. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile.

Here's how this organization is listening and learning from the people they serve:
How is the organization collecting feedback?
Electronic surveys (by email, tablet, etc), Paper surveys, Focus groups or interviews (by phone or in person), Constituent (client or resident, etc) advisory committees, Suggestion box/email
How is the organization using feedback?
To identify bright spots and enhance positive service experiences, To inform the development of new programs/projects, To strengthen relationships with the people we serve
With whom is the organization sharing feedback?
Note: This organization did not select any of the multiple choice responses to this question
What challenges does the organization face when collecting feedback?
Note: This organization did not select any of the multiple choice responses to this question
Describe a recent change in your organization that resulted from feedback.
Note: This organization did not answer this question
This Constituent Feedback information is provided to us by Candid. At this time, Constituent Feedback information published on this organization's page has no effect on its star rating per our methodology.

Highly Rated

Charity Name & State Overall Score Overall Rating
Surrey (PA) 90.41 four stars
Senior Concerns (CA) 85.98 three stars
ElderHelp of San Diego (CA) 93.07 four stars
AARP Foundation (DC) 89.07 three stars
FiftyForward (TN) 87.90 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,469,570
   Federated Campaigns $3,784
   Membership Dues $88,201
   Fundraising Events $190,644
   Related Organizations $0
   Government Grants $160,580
Total Contributions $1,912,779
   Program Service Revenue $2,587,374
Total Primary Revenue $4,500,153
   Other Revenue $183,367
TOTAL REVENUE $4,683,520
   
EXPENSES  
   Program Expenses $3,761,299
   Administrative Expenses $650,664
   Fundraising Expenses $331,466
TOTAL FUNCTIONAL EXPENSES $4,743,429
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-59,909
   
Net Assets $6,260,291

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 $1,909,039 50.7%
Community Services $1,605,300 42.7%
Transportation Services $246,960 6.6%

Ratings History
Surrey has received 7 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 02/01/2021 90.41 four stars
2019-06 07/01/2020 90.00 four stars
2018-06 05/01/2019 91.37 four stars
2017-06 07/01/2018 91.86 four stars
2017-06 06/01/2018 91.38 four stars
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, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$167,870 3.53% Robert M. Madonna President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Surrey (PA) 90.41 four stars
Avenidas (CA) 94.09 four stars
Senior Life Midland (TX) 88.07 three stars
Little Sisters of the Poor of Indianapolis (IN) 89.84 three stars
FiftyForward (TN) 87.90 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Constituent Feedback

This organization is sharing information on how they communicate with stakeholders to better inform your giving.

Charity Contact Info

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

Visit Web Site

Board Leadership

Rick Davis
Chair

CEO

Jill Whitcomb
Interim President & Chief Executive Officer

please wait...

    • I want to donate to Surrey

      $
      next

    • Frequency

      back
      next

    • Would you like us to email someone and CC you?

      This email identifies you as the donor but does not specify the amount of your gift.
      back
    A donation of to has been added to your Giving Basket!

    Basket Total:
    Check Out Now or Continue Researching

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.

As seen on