Surrey Services for Seniors Inc

What it reported doing in 2024

Community services - surrey's community services are designed to support the physical, cognitive and emotional health and wellbeing of older adults, and are offered at our broomall, bryn mawr, devon and media centers and virtually through streaming technology to connect and inform our members and engage individuals who are most comfortable in their homes. These programs and activities are focused on health and wellness and include fitness classes, arts and cultural programs, lifelong learning, clubs, games, educational speakers' series and more.surrey's comprehensive approach to aging in place includes a continuum of services provided by 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(continued on schedule o) 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 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, 2025, surrey served 4,496 unique individuals, a 35% increase yoy, and provided 146,442 total touches (services/support) to older adults, a 26% increase yoy. - additionally, we saw an 18% in meals, a 36% increase in program participation, and a 30% increase in member services and assistance. This was all supported by our volunteers who are the strength and foundation behind all that surrey does - leading programs, serving meals, assisting with administration duties, driving older adults to medical appointment, the grocery and pharmacy, and more. - in fy25 our volunteer corps grew by 30%. This year, 608 volunteers provided 43,123 hours of services, offsetting staff hours and reducing program costs enabling us to have more programming, and greater impact within our budget. With the current value of a volunteer hour equal to $31, our volunteers contributed $1,336,813 to surrey.

Financial Efficiency

• Mission deployment rate: 90.6%; rating input score 91
• Program expense ratio: 74.8%; rating input score 75
• Fundraising efficiency: $3.61 raised per $1 spent on fundraising; rating input score 11; 11th percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: 1 of 6 controls in place; rating input score 17
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Missing
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 87.5%; rating input score 88; 19th percentile among comparable filings
• Governance controls: 9 of 9 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Pass
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: -13.4%; rating input score 10; 10th percentile among comparable filings
• Total-asset coverage ratio: 1.3; rating input score 46; 46th percentile among comparable filings
• Liabilities to assets ratio: 0.1; rating input score 58; 58th percentile among comparable filings
• Officer compensation ratio: 9.9%; rating input score 30; 30th percentile among comparable filings

Growth

• Program expense growth: 1.3% per year; rating input score 100; 19th percentile among comparable filings
• Revenue growth: 2% per year; rating input score 100; 21st percentile among comparable filings
• Asset growth: 3.7% per year; rating input score 100; 28th percentile among comparable filings