Surrey Services for Seniors Inc

“Prior to filing the 990 with the irs, the organization provides a complete electronic copy of the form 990 to the finance and audit committee members and each voting board member.”

“In compliance with surrey's policy and following pano's guidelines, the board and staff annually re-read the conflict of interest policy and sign affirmations of compliance.”

“Surrey's human resources committee meets annually to determine a recommendation on the compensation of the president. The process is as follows: an evaluation of the performance of the president is conducted based on targeted goals and the business plan. Then data on compensation from local and state surveys and relevant organizations are reviewed for comparison. The committee's recommendation is then communicated to the board for approval. Staff wages are based upon industry benchmarks and performance reviews by management with appropriate oversight actions by the human resources committee.”

“Governing documents, conflict of interest policy and the form 990 tax return is available upon request. The financial statements and form 990 are available on surrey services for seniors website, as well as, the form 990 on charitynavigator.org and guidestar.org. Condensed financial information is sent to all of our donors in the annual report.”

“Surrey services for seniors, inc. Is a leader in providing active-aging services to help older adults navigate and thrive in each of the transitional phases of aging. Founded in 1981 and built on a neighbor-helping-neighbor philosophy, surrey has evolved into a strong, volunteer-driven, community-based organization serving the tri-county area with centers in broomall, devon, media and bryn mawr. 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 critical home care services if needed. Surrey offers countless ways for all of us as we age to learn, make new friends, give back, or get the help and services we need for ourselves or an older loved one-all provided in our four in-person centers, in home, and everywhere in between. Through an integrated-hub service model, surrey provides the older adults we serve with 1) engagement through center bases and virtual activities, programs, and volunteer opportunities which foster meaning and purpose. 2) full transportation services, providing safe and convenient rides to medical and other essential appointments and errands, and to our centers. 3) nutrition through congregate meals-hot, nutritious lunches-served at our centers and "grab and go" meals (delivered as seniors drive through surrey's devon parking lot). Surrey subsidizes 50% of the cost of every meal distributed out of devon and partners with meals on wheels to supply home-delivered meals to homebound seniors 4) home care services provide a full-range of home-based and home-care services and the surrey academy training for professional caregivers and family members alike. 5) information, resource and referral support for community members needing help navigating the resources and services available for them or family members when needed most. 6) comprehensive resources such as personal financial management, technology literacy, free tax prep and medicare counseling, as well as other health and wellness services, to meet the dynamic and ever-changing needs of our members. This includes partnerships with other community experts and service providers. (example: a cvim dental clinic located in both the broomall and devon centers.) 7) the surrey consignment shop which includes furniture and home accessories, addresses the needs of the growing number of seniors who are ready to downsize, while generating sales and revenue to benefit seniors in our community.”

“The process has not changed from prior years.”

“Fy25 (july 1, 2024-june 30, 2025) in the past fiscal year surrey experienced significant growth across all our centers, volunteer corps, strategic partnerships and our programs, and services. We also witnessed more vulnerable older adults across in our communities struggling with food insecurity, va benefits, homelessness and fear of homelessness, living on a fixed income, increased stress and anxiety which can lead to faster cognitive decline, and more. Even as the population of older adults grows exponentially across our area, surrey is dedicated to serving older adults across chester, montgomery and delaware counties by providing high impact programs and services at little or no cost to participants. We are committed to ensuring access for older adults across all economic statuses, removing financial barriers that prevent engagement. This past year our programs, services and subsidies increased in order to address the growing population and the growing needs, putting pressure on the development program to address growing expenses. Our board and staff, worked alongside our strategic innovation committee this past year to update our evergreen strategic plan, culminating with a "vision cafe" where a diverse group of over 150 individuals came together to lend their voice to our plan moving forward. Working together, we produced a thoughtful, strategic, and sustainable plan for surrey's future 3-5-7 years down the road.”