Pennsylvania · Nonprofit
SURREY SERVICES FOR SENIORS INC
SURREY SERVICES FOR SENIORS INC (Pennsylvania) receives grants from 69 organizations whose IRS filings report $4,030,943 to it, the largest being VANGUARD CHARITABLE ENDOWMENT PROGRAM ($691,500). 46 of them have funded it in more than one year.
- Revenue FY2025
- $5.2M
- Funders on record
- 69
- Grants received
- $4.0M
- Net assets
- $6.9M
What Surrey Services for Seniors Inc does
Mission
Surrey inspires and enables all of us, as we age, to live with independence and dignity, and as engaged members of the community.
As stated on its FY2025 Form 990.
Programs
On its FY2023 return the organization reported a significant change in how it conducts a program.
Fy24 (july 1, 2023-june 30, 2024) was a year full of growth and change that led us to is a stronger more connected community (staff, board, volunteers, partners, and members) eager to work together to meet our short-term goals in fy24 and thoughtfully, strategically and realistically plan for surrey's future 3-5-7 years down the road. In the spring of 2024, surrey expanded into montgomery county with the opening of the surrey center for active aging on the campus of bryn mawr presbyterian church. The center has become a key resource for the large number of older adults who live independently in apartment houses in the area. The new bryn mawr center also houses the surrey academy, a program established in 2022 to address the shortage of caregivers in our region. In fy24 the academy more than doubled the number of graduates we trained and certified for a career in caregiving at surrey. Surrey provides this training at no cost to the individuals enrolled and pays them a stipend to go through the training program and funds this program through grants and donations
Its own explanation, from Schedule O of that return (Part III, line 3).
Home care services - 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 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. In fy 2024 there was a change in home care leadership and the program grew, with revenue exceeding budget by 6%. In the fiscal year ending june 30, 2024, surrey provided approximately 28,366 hours of home care services to 291 unduplicated clients, with an average of 39 caregivers, 3 rn's, 2 personal financial mangers and 1 social worker.
$1,141,804 spent$1,528,389 earned by the program29% of program spendingCommunity services - 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 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 normally 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, 2024, surrey served 3,684 unique individuals and provided 115,977 total touches (services/support) to older adults.in fy24, surrey provided the following services and programs for seniors in delaware, chester and montgomery counties:"…
$2,364,224 spent$517,103 earned by the program60% of program spendingTransportation 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. Surrey has 10 paid part-time drivers, 2 sedans, a donated handicap accessible mini-van, two 12 passenger handicap accessible large vans, 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 chesco connect, chester county senior shared ride services, our transportation revenue was 60% over budget and rides increased by 42% yoy. In the fiscal year ending june 30, 2024, surrey provided approximately 10,983 rides to older adults in the tri-county region.
$434,445 spent$13,356 earned by the program11% of program spending
The 3 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $3,940,473.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $7.1M to $8.5M (+20%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 2% · 2018 4% · 2019 3% · 2020 2% · 2021 10% · 2022 3% · 2023 21% · 2024 4% · 2025 1%. Grants only. Government contracts and fees sit inside program revenue.
48% of SURREY SERVICES FOR SENIORS INC’s revenue is contributions — about as donation-reliant as the typical peer (81% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jill Whitcomb
President & CEO
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2019 and FY2020, and between the FY2020 and FY2021 filings.
Who funds it, year by year
2017 → 2023: the base broadened from 10 funders to 32 funders, grant income rose $234k → $443k.
14 of 69 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 43% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of SURREY SERVICES FOR SENIORS INC’s funders (the co-funder graph). Top 30 of 69 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
SURREY SERVICES FOR SENIORS INC has a broad base — no single funder exceeds 17% of grant income, and it takes 6 funders to reach half.
the vertical line marks half of all grant income — 6 funders to its left
50% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SURREY SERVICES FOR SENIORS INC.
Largest funder’s share by year: 2017 71% · 2018 40% · 2019 18% · 2020 22% · 2021 26% · 2022 37% · 2023 17% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
53% of SURREY SERVICES FOR SENIORS INC's funders are still giving 3 years after their first grant; 67% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
68% of SURREY SERVICES FOR SENIORS INC's grant income comes from Pennsylvania funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.7M arriving through sponsors registered in 10 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
SURREY SERVICES FOR SENIORS INC's funding base is broadening — from 10 funders to 32 as grant income climbed.
this organization peer median middle 50% of peers· 6,891 human services nonprofits $1M–$10M, FY2025
Organizations like SURREY SERVICES FOR SENIORS INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Pennsylvania
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
75% of spending goes to programs.
Governance
Public support
64%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for SURREY SERVICES FOR SENIORS INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds SURREY SERVICES FOR SENIORS INC?
- SURREY SERVICES FOR SENIORS INC (Pennsylvania) receives grants from 69 organizations whose IRS filings report $4,030,943 to it, the largest being VANGUARD CHARITABLE ENDOWMENT PROGRAM ($691,500). 46 of them have funded it in more than one year.
- How many funders does SURREY SERVICES FOR SENIORS INC have?
- IRS filings report 69 organizations giving $4,030,943 in grants to SURREY SERVICES FOR SENIORS INC, 46 of which have funded it in more than one year.
- Who is the largest funder of SURREY SERVICES FOR SENIORS INC?
- VANGUARD CHARITABLE ENDOWMENT PROGRAM is the largest funder on record, with $691,500 in grants. The full list of funders is on this page.
- How can an organization like SURREY SERVICES FOR SENIORS INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Pennsylvania. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Surrey Services for Seniors →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 69 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing