Surrey Services for Seniors, Inc.
Programs and results
What we aim to solve
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
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 promote health and wellness and support the physical, mental and social heath of older adults. Services include: 1) Nutrition Services providing hot meals at lunchtime in a congregate settings or through a grab and go line or home delivered to frail seniors. 2) Transportation services providing rides to medical appointments and other errands. 3) Center-based and virtual programs and social activities including support groups, 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. Many services are free, and financial assistance is available for fee-for-service programs. Many clients get by on little more than Social Security: and a majority live on incomes under $20,000, many of them on incomes under $10,000.
Home Care Services
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, grocery shopping and personal financial counseling. All of our programs are tailored to meet the individual's budget and needs whether at home, in a nursing home or an assisted-living facility, and are available 24 hours a day, live-in or hourly, seven days a week. What differentiates Surrey is our caring philosophy and our family-centered approach to home care.
Care Management
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 Care Plan. A Care Manager meets with you for an assessment to discuss your unique requirements and develop a customized Care Plan. 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 Care Plan is being followed and make necessary adjustments if a client's needs change. The Care Manager works with families, addresses ongoing non-medical needs, and accompanies 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.
Assistance and Support
Transportation, Daily Money Management, Tax & Medicare Consulting, Meal Programs, Grocery Shopping, Check-in Phone Calls, Downsizing.
Where we work
Affiliations & memberships
Accredited by National Institute of Seniors Centers 2019
External reviews

Photos
Videos
Our results
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 2021, our physical centers were closed for a portion of the year reducing our services. In 2020, our physical centers closed in March due to COVID-19 and temporarily halted some of our services.
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
Context Notes
Our centers were closed for part of 2021 due to the pandemic.
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
Surrey lost a lot of our professional caregiver over teh pandemic and we are wroking hard to recruit new professional caregivers but the workforce is not as dense thus our numbers were lower in 2022.
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. We did not fully reopen until February 2022.
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
Increasing
Context Notes
our volunteer hours incresed in 2022 and are increasing even more in 2023.
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
Increasing
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
Context Notes
Our centers are now fully open after two years of covid shutdowns.
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
Holding steady
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
Learn more about Sustainable Development Goals.
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
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.
What are the organization's key strategies for making this happen?
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.
Center-Based and Virtual 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.
ENGAGE: 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.
What are the organization's capabilities for doing this?
Surrey’s philosophy of “Neighbor Helping Neighbor” has never been more important than today!
Many of our seniors live alone, without family support, and are frail and vulnerable. These seniors, face increased health risks 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, Jill Whitcomb, and a robust volunteer corps of 400 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.
What have they accomplished so far and what's next?
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. 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, 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
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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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, To understand people's needs and how we can help them achieve their goals
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Which of the following feedback practices does your organization routinely carry out?
We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback
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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
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Operations
The people, governance practices, and partners that make the organization tick.
Connect with nonprofit leaders
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- Analyze a variety of pre-calculated financial metrics
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Connect with nonprofit leaders
SubscribeBuild 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
Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.
Surrey Services for Seniors, Inc.
Board of directorsas of 02/01/2023
Mr. Andrew Signore
Pharmabiosource
Term: 2022 - 2023
Mr. Michael Helmsley
Trinity Health, retired
Term: 2022 - 2023
Andrew Addis
Stephen Bajus
Jeanne Beachler
John Beilenson
Drew Bilotta
M. Parker Blatchford
Maureen Brennan-Miller
Karen Coley
Rick Davis
Beverly Dotter
Ann Lanahan Gill
James Holt, Jr.
Jean Kozicki
David Levine
Kevin OBrien
Daniel O'Connell
Kevin O'Nell
J. Bradford Parkes
Glen Reyburn
Tim Riddle
Carole Rubley
Jill Whitcomb
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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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
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Sexual orientation
No data
Disability
Equity strategies
Last updated: 01/25/2021GuideStar 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
- We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
- 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.