Surrey Services for Seniors, Inc.

aka Surrey   |   Devon, PA   |  www.surreyservices.org

Mission

Surrey inspires and enables all of us, as we age, to live with independence and dignity, and as engaged members of the community. Founded in 1981, Surrey Services provides virtual programs; technology lending service; Grab and Go meals; transportation to medical appointments and critical errands; home care services including personal care; friendly check in phone calls; and volunteer opportunities.

Ruling year info

1990

Interim CEO

Ms. Jill Whitcomb

Main address

60 Surrey Way

Devon, PA 19333 USA

Show more contact info

EIN

23-2610145

NTEE code info

Senior Centers/Services (P81)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Surrey was founded 40 years ago to help older adults, regardless of income, live with independence and dignity as engaged members of our community. Surrey offers a full range of aging-related services to thousands of seniors in Chester and Delaware counties at all stages of the aging process. As more and more people are living longer and healthier lives, Surrey’s integrated approach to programs and services is designed to support the physical and mental health of older adults, and inspire, enable and connect all of us as we age. A typical Surrey member or client is a single woman, widowed or divorced, living alone. We are primarily serving individuals over 60, and 45% are at least 75 or older. Approximately 20% of Surrey’s membership have incomes less than 200% of the Federal poverty guidelines. As a result, Surrey offers free or low-cost programs and services, directly or in collaboration with other organizations at our five centers in Chester and Delaware Counties.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Surrey Cares

The average client of Surrey Services is an 75 year-old woman, who lives alone and suffers from multiple health problems. Services are designed to promote health and wellness and support the physical, mental and social heath of older adults. Services include, but are not limited to: (1) Nutrition Services providing hot meals at lunchtime in a congregate settings or through a grab and go line or home delivered to seniors to frail to leave home or without transportation. (2) Transportation services providing rides to medical appointments, grocery, pharmacy, other appointments and to and from the Surrey centers. (3) Center-based and virtual programs and social activities including; evidence-based programs, support groups for (chronic disease, grief, etc), book discussions, exercise classes, crafts, theater and music programs, and lectures. (4) Information and referral services, (5) Friendly, check-in phone calls for social interaction and reassurance. Also included is a virtual downsizing program to help seniors who would like to move. Gifts from individuals, corporations, and foundations, plus a large and active volunteer force, help Surrey Services do all this at a minimal cost. Many services are free, and financial assistance is available for fee-for-service programs. Many clients get by on little more than Social Security: in fact, a majority of those served live on incomes under $20,000, many of them on incomes under $10,000.

Population(s) Served
Seniors

Surrey provides home care for adults 55+, including personal care,live-in care, social companions, RN care management, Telemedicine support, and other supportive services such as house cleaning, transportation, meal preparation and grocery shopping and personal financial counseling. All of our programs are tailored to meet the individual's budget and needs at home, in a nursing home or assisted living facility, and are available 24 hours day, live-in or hourly, seven days a week. What differentiates Surrey is our caring philosophy and our family centered approach to home care.

Population(s) Served
Seniors

Surrey takes a holistic approach to Care Management. We focus on the person, his or her family, and each unique situation, customizing a care plan that fits each individual's physical, social and emotional needs.
Care Management begins with development of a customized Care Plan.
A Care Manager meets with you for an assessment to discuss your unique requirements.
After the assessment our professionals, a customized Care Plan will be developed to meet your unique requirements.
Care Management services may include weekly monitoring visits to assure that the client is engaged, safe and able to manage their home and medical needs. Your Care Manager will ensure the customized Care Plan is being followed and make necessary adjustments if a client's needs change. The Care Manager works with families around ongoing non-medical needs as well as accompany clients to physician visits or other health service providers.
Our family centered approach to Care Management ensures regular and meaningful communication between the client, family members and the Surrey Care Management team.

Population(s) Served
Seniors

Transportation, Daily Money Management, Tax & Medicare Consulting, Meal Programs, Grocery Shopping, Check-in Phone Calls, Downsizing.

Population(s) Served
Seniors

Where we work

Accreditations


Since 2005

Affiliations & memberships

Accredited by National Institute of Seniors Centers 2019

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of clients served

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

In 2020, our physical centers closed in March due to COVID-19 and temporarily halted some of our services. In 2019 we narrowed our scope of what we considered a client.

Number of meals served or provided

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors

Related Program

Surrey Cares

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of meals delivered

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors

Related Program

Surrey Cares

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of hours of home care services provided

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors, Older adults

Related Program

Home Care Services

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Covid-19 required that we halt some of our home care services for safety reasons in 2020.

Number of participants engaged in programs

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors

Related Program

Surrey Cares

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Covid-19 required us to stop our center-based activities in March 2020.

Total number of volunteer hours contributed to the organization

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Covid-19 required us to curtail many volunteer activities in 2020.

Number of volunteers

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors, Older adults

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Covid-19 required us to halt many of our volunteer activities in 2020.

Percentage of clients reporting greater socialization and interaction with others

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Percentage of clients reporting improved physical health

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Percentage of clients reporting improved outlook on life

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors, Older adults

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Percentage of clients reporting ability to maintain independence

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Percentage of clients reporting overall satisfaction with programs and services

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Today, Surrey is at a pivotal point as we look ahead to how we can provide innovative programs and services that will address the changing needs of our growing population of older adults. With broad-based community involvement, we examined the challenges and opportunities that older adults will face in the future. As a result, we have developed innovative and exciting new programs and services that will inspire, enable, and connect older adults at all stages of the aging process.

INSPIRE: Learning Sharing and Exploring New Horizons

The Beilenson Institute for Innovation in Aging: Brings innovative and cutting-edge programs and services to our region through the leadership and engagement of national leaders in the field of aging.

Virtual and Center-Based Programs: Provides a full cadre of educational, innovative, and creative programs that nourish the mind, body, and spirit.

Technology Initiatives: Gives those who do not have access to technology, training and support, the tools to connect with others, and experience programs.

Surrey Academy: Offers vocational training and employment opportunities for caregivers and preparation and support for family members caring for a loved one.

ENABLE: Promoting Health and Wellness

Home Care & More: Combines a wide range of client-centered home care services such as personal care, 24-hour live-ins, telemedicine, and RN care management, together with transportation, cleaning, grocery shopping, and more to help older adults live safely and securely in their homes.

Expanded Nutrition Program: Promotes healthy nutrition through educational programs and opportunities to receive a hot, nutritious lunch including “Grab and Go” lunches, home-delivered meals for those who are most vulnerable, and meals offered at the various Centers.

Collaborative Healthcare Programs: Offers convenient, comfortable and accessible healthcare services at the Surrey Centers in collaboration with community-based healthcare providers to encourage better management of health.

CONNECT: Creating Community

Volunteer Opportunities: Builds and strengthens the Surrey community by providing enriching, interesting, and meaningful volunteer experiences.

Intergenerational Programs: Connects older adults with the young, building relationships through shared experiences, enriching the lives of both.

Transportation: Provides safe and convenient transportation to Surrey Centers, medical and other appointments, and social gatherings to foster connection with others.

Family Support Programs: Offers a comprehensive scope of programs and support services that help to ensure the health, wellness, and safety of a loved one, and affords families peace of mind through communication and outreach.

Surrey’s philosophy of “Neighbor Helping Neighbor” has never been more important than today!

In these unprecedented times, Surrey has become a lifeline to seniors who are now isolated in their homes. Many of our seniors live alone, without family support, and are frail and vulnerable. These seniors, in addition to health risks from the virus, are now at increased risk because of isolation, lack of access to nutritious meals, and lost opportunities for socialization which lead to declining mental and physical health. For them, Surrey has been, and continues to be, their “family.”

Surrey has a long history and is a recognized leader in the field of aging in our region. We have a dedicated and committed board, a strong yet lean staff including a strong leadership team led by President and CEO, Christi Seidel, and a robust volunteer corps which when at full capacity (pre-covid), numbers of 900 dedicated individuals. We also have established partners throughout the area that we collaborate with on many initiatives including Meals on Wheels, Delaware County Offices for Services on Aging (COSA), Chester County Department of Aging, Community Volunteers in Medicine, and more.

Surrey also has a robust development program led by the Chief Advancement Officer and supported by a strong volunteer development committee, dedicated increasing the the financial capacity of the organization through pubic and private funding.

The creation of the Beilenson Institute for Innovation in Aging is a significant milestone in Surrey’s 40-year history. Aptly named for John Beilenson, a nationally recognized expert in the field of aging, former Board Chairman, and long-time Surrey Board member, the Institute recognizes the many contributions that John has made to establishing Surrey’s leadership in the provision of services for older adults. Many of the programs, services and activities that exist today are the result of his passion to inspire Surrey to reach beyond current practices to find new and innovative ways to address the changing needs of older adults. The Institute is the realization and continuation of that deep commitment.

The Institute will bring together national experts in the field of aging, who will share new concepts and novel insights about aging, with a focus on changing perceptions of aging, as a time of limitations to one of learning, discovery, and exploring new horizons. These concepts will be incorporated in new and innovative programs that will be introduced to our community addressing quality of life, health, wellness, and other issues relevant to all of us as we get older.

The Institute will establish Surrey as a “proving ground” for emerging concepts in the delivery of services addressing the needs of older adults at all stages of the aging process. These programs will be offered for older adults and their families, professionals who provide care and regional organizations who serve the older population through shared resources, expertise, and collaboration. The Institute will be the catalyst to foster best practices in aging services to benefit all of us as we age.

Technology now plays, and will continue to play, an enormous role in the health and welfare of our seniors. It is the platform upon which Surrey has been able to adapt so quickly to this crisis and continue to serve the physical, mental and social needs of older adults. However, we know common barriers to accessing technology shared by those more vulnerable include financial instability, lack of awareness, or reluctance to change. Surrey surveyed our community and received almost 500 responses showing “low tech” members have been experiencing increased feelings of social isolation and anxiety more than the members who are “high tech” and have tech devices.

“I have felt completely isolated as most communication is on-line now but I do not have a computer or smart phone and I could not afford one.”

"I cannot afford devices. I would love virtual classes but being on limited income, money is better spent on medicine, groceries, etc. “

To reach and engage these seniors, those must vulnerable and isolated during the pandemic, Surrey has established a customized Technology Lending Library to help older adults who do not have and cannot afford technology devices, gain access to our virtual programming and other virtual social interactions with family and friends.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Paper surveys, Focus groups or interviews (by phone or in person), Case management notes, Community meetings/Town halls, Constituent (client or resident, etc.) advisory committees, Suggestion box/email, One-on One Weekly Check In Calls,

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve,

  • What significant change resulted from feedback?

    During this pandemic, social isolation, depression, and anxiety are having a devastating effect on older adults. This spring, Surrey surveyed our community, through paper and online surveys, and via hundreds of volunteer phone calls. We received almost 500 responses showing many “low tech” members have been experiencing increased feelings of social isolation and anxiety more than the members who are “high tech” and have devices. To reach and engage vulnerable seniors who do not have access to technology due to financial challenges or lack of knowledge, Surrey established a Technology Lending Library to provide devices, training and support. We want to provide the opportunity for all seniors to enjoy Surrey’s wide array of virtual programming.

  • With whom is the organization sharing feedback?

    The people we serve, Our staff, Our board, Our funders, Our community partners,

  • Which of the following feedback practices does your organization routinely carry out?

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, The people we serve tell us they find data collection burdensome, It is difficult to find the ongoing funding to support feedback collection, Staff find it hard to prioritize feedback collection and review due to lack of time,

Financials

Surrey Services for Seniors, Inc.
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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Connect with nonprofit leaders

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Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

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Surrey Services for Seniors, Inc.

Board of directors
as of 3/15/2021
SOURCE: Self-reported by organization
Board co-chair

Mr. Rick Davis

Magis Insurance Group, LLC

Term: 2019 - 2021


Board co-chair

Ms. Jean Kozicki

Main Line Health (ret)

Term: 2020 - 2021

Stephen Bajus

John Beilenson

Maureen Brennan-Miller

Beverly Dotter

Bruce Hopper

David Levine

Kristine Messner

Ned Miller

Carl Needles

Kevin OBrien

Paul Olson

Carole Rubley

M. Parker Blatchford

Robert Campbell

Andrew Addis

JoAnn Ladden

Karen Coley

William Grim

Sanuel Monastra

Daniel O'Connell

J. Bradford Parkes

Analisa Sondergaard

Esq.

Jean Kozicki

Andrew Bilotta

Jr.

Ann Gill

Christopher Vojta

MD

Dawn Mann

Kevin O'Nell

Andrew Signore

PE

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 03/15/2021

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female
Disability status
Person without a disability

Race & ethnicity

Gender identity

 

Sexual orientation

No data

Disability

Equity strategies

Last updated: 01/25/2021

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.