SURREY SERVICES FOR SENIORS INC Charity Report

Public IRS 990 nonprofit record

SURREY SERVICES FOR SENIORS INC

EIN 23-2610145 · Human Services (P81Z)

What they do

SURREY INSPIRES and ENABLES ALL of US, AS WE AGE, to LIVE WITH INDEPENDENCE and DIGNITY, and AS ENGAGED MEMBERS of THE COMMUNITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $74.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.81%of revenue went to mission work74.8% of expenses · Program services

13.22%of revenue went to fundraising11.7% of expenses

$113.44spent for every $100 of revenueSpending was higher than revenue this year.

15.40%of revenue went to management and office costs13.6% of expenses

$1.30in assets for every $1 spent this yearSome assets cannot be spent right away.

47.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $704,871 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $180,283 for JILL WHITCOMB (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,245,928

Mission workProgram services$4,449,26084.81% of revenue74.8% of expenses

ManagementOffice and general costs$807,99715.40% of revenue13.6% of expenses

FundraisingAsking for donations$693,54213.22% of revenue11.7% of expenses

Total expenses$5,950,799113.44% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 74.8% mission · 13.6% management · 11.7% fundraisingTotal expenses: 113.44% of revenue

2023Expense mix: 74.4% mission · 14.0% management · 11.6% fundraisingTotal expenses: 102.70% of revenue

2022Expense mix: 71.9% mission · 16.8% management · 11.3% fundraisingTotal expenses: 89.48% of revenue

2021Expense mix: 71.3% mission · 20.2% management · 8.5% fundraisingTotal expenses: 115.83% of revenue

2020Expense mix: 71.2% mission · 21.7% management · 7.2% fundraisingTotal expenses: 67.57% of revenue

2019Expense mix: 77.8% mission · 16.3% management · 5.9% fundraisingTotal expenses: 107.62% of revenue

2018Expense mix: 79.3% mission · 13.7% management · 7.0% fundraisingTotal expenses: 101.28% of revenue

2017Expense mix: 80.8% mission · 12.4% management · 6.8% fundraisingTotal expenses: 96.07% of revenue

Money in and money out

Revenue$5,245,928

Expenses$5,950,799

Annual shortfall $704,871 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$4,449,260 · 74.8% of expenses

Management and office costs$807,997 · 13.6% of expenses

Fundraising$693,542 · 11.7% of expenses

See all reported dollar amounts

Revenue$5,245,928

Expenses$5,950,799

Assets$7,707,929

Income$8,523,939

Contributions$2,506,169

Mission work (program services)$4,449,260

Fundraising$693,542

Management and general$807,997

Stocks and bonds$154,498

Accounting fees$31,750

Investing fees$21,540

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JILL WHITCOMBPRESIDENT & CEO · 40 hrs/week $180,283Base $173,349 · Other $6,934

DANA HEIMANCHIEF ADVANCEMENT OFFICER · 40 hrs/week $164,325Base $146,095 · Other $18,230

JOHN SAWYERTREASURER & CFO · 40 hrs/week $136,732Base $125,000 · Other $11,732

KRISTIN KINGERYCHIEF OPERATING OFFICER · 40 hrs/week $105,468Base $103,527 · Other $1,941

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

JILL WHITCOMBPRESIDENT & CEO

DANA HEIMANCHIEF ADVANCEMENT OFFICER

JOHN SAWYERTREASURER & CFO

KRISTIN KINGERYCHIEF OPERATING OFFICER

TRACEY KINGDIRECTOR

ANDREW BILOTTA JRDIRECTOR

TIM SHARPEDIRECTOR

TIM RIDDLEDIRECTOR & BOARD CHAIR

RICK DAVISDIRECTOR

MICHAEL C HEMSLEYDIRECTOR & VICE CHAIR

JONATHAN ELLENSWORTHDIRECTOR

JEANNE BEACHLERDIRECTOR & SECRETARY

JEAN KOZICKIDIRECTOR

J PATRICK KILLIANDIRECTOR

J BRADFORD PARKESDIRECTOR

GLEN REYBURN SCHAUERDIRECTOR

DAVID LEVINEDIRECTOR

ANDY SIGNOREDIRECTOR & IMMEDIATE PAST CHAIR

About this charity

Recognized since: January 1990
Location: 60 SURREY WAY, DEVON, PA 19333
County: Chester
In care of: JILL WHITCOMB
Primary officer: JILL WHITCOMB, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Phone(610) 647-6404

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: MAILLIE LLP
NTEE classification: Human Services (P81Z)