Surrey Services For Seniors Inc
EIN: 232610145 · Devon, PA · NTEE: P81Z
Is Surrey Services For Seniors Inc Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Surrey Services For Seniors Inc
Surrey Services For Seniors Inc (EIN: 232610145) is a nonprofit organization based in Devon, PA, classified under NTEE code P81Z. The organization reported total revenue of $8.5M and total assets of $7.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Surrey Services For Seniors Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Surrey Services For Seniors Inc is a mid-size nonprofit that has been operating for 36 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $5.2M |
| Total Expenses | $4.6M |
| Surplus / Deficit | +$544K |
| Total Assets | $8.8M |
| Total Liabilities | $1.1M |
| Net Assets | $7.7M |
| Operating Margin | 10.5% |
| Debt-to-Asset Ratio | 12.8% |
| Months of Reserves | 22.9 months |
Financial Health Grade: A
In 2023, Surrey Services For Seniors Inc reported a surplus of $544K with revenue exceeding expenses, holds 22.9 months of operating reserves (strong position), has a debt-to-asset ratio of 12.8% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Surrey Services For Seniors Inc's revenue has grown at a compound annual growth rate (CAGR) of 4.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +41.7% | +9.5% | +18.0% |
| 2022 | -38.8% | +5.0% | -11.7% |
| 2021 | +22.9% | -22.8% | +20.2% |
| 2020 | +3.5% | +10.0% | +8.4% |
| 2019 | -2.3% | +3.0% | +0.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1990 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Surrey Services For Seniors Inc has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Surrey Services For Seniors Inc with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $544K, with revenue exceeding expenses.
- Debt-to-asset ratio: 12.8%.
Frequently Asked Questions about Surrey Services For Seniors Inc
Is Surrey Services For Seniors Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Surrey Services For Seniors Inc (EIN: 232610145) insufficient data. 0 red flags identified, 0 strengths noted.
How does Surrey Services For Seniors Inc spend its money?
Detailed spending breakdown data is not yet available for Surrey Services For Seniors Inc. Check back for updated IRS 990 analysis.
Are donations to Surrey Services For Seniors Inc tax-deductible?
Surrey Services For Seniors Inc is registered as a tax-exempt nonprofit (EIN: 232610145). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Filing History
IRS 990 filing history for Surrey Services For Seniors Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Surrey Services For Seniors Inc's revenue has grown by 65.5%, moving from $3.1M to $5.2M. Total assets increased by 414.4% over the same period, from $1.7M to $8.8M. Total functional expenses rose by 33.5%, from $3.5M to $4.6M. In its most recent filing year (2023), Surrey Services For Seniors Inc reported a surplus of $544K, with revenue exceeding expenses. The organization holds $1.1M in liabilities against $8.8M in assets (debt-to-asset ratio: 12.8%), resulting in net assets of $7.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $5.2M | $4.6M | $8.8M | $1.1M | — | View 990 |
| 2022 | $3.6M | $4.2M | $7.5M | $383K | — | View 990 |
| 2021 | $6.0M | $4.0M | $8.5M | $321K | — | View 990 |
| 2020 | $4.8M | $5.2M | $7.1M | $1.2M | — | View 990 |
| 2019 | $4.7M | $4.7M | $6.5M | $253K | — | View 990 |
| 2018 | $4.8M | $4.6M | $6.5M | $247K | — | View 990 |
| 2017 | $4.3M | $4.6M | $6.4M | $287K | — | View 990 |
| 2016 | $4.4M | $4.5M | $6.6M | $366K | — | View 990 |
| 2015 | $4.6M | $4.6M | $6.6M | $311K | — | View 990 |
| 2014 | $6.1M | $4.2M | $6.9M | $629K | — | View 990 |
| 2013 | $6.3M | $4.0M | $4.7M | $307K | — | View 990 |
| 2012 | $4.5M | $3.7M | $2.4M | $312K | — | View 990 |
| 2011 | $3.1M | $3.5M | $1.7M | $473K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $5.2M, expenses of $4.6M, and assets of $8.8M (revenue +41.7% year-over-year).
- 2022: Revenue of $3.6M, expenses of $4.2M, and assets of $7.5M (revenue -38.8% year-over-year).
- 2021: Revenue of $6.0M, expenses of $4.0M, and assets of $8.5M (revenue +22.9% year-over-year).
- 2020: Revenue of $4.8M, expenses of $5.2M, and assets of $7.1M (revenue +3.5% year-over-year).
- 2019: Revenue of $4.7M, expenses of $4.7M, and assets of $6.5M (revenue -2.3% year-over-year).
- 2018: Revenue of $4.8M, expenses of $4.6M, and assets of $6.5M (revenue +11.0% year-over-year).
- 2017: Revenue of $4.3M, expenses of $4.6M, and assets of $6.4M (revenue -1.6% year-over-year).
- 2016: Revenue of $4.4M, expenses of $4.5M, and assets of $6.6M (revenue -5.6% year-over-year).
- 2015: Revenue of $4.6M, expenses of $4.6M, and assets of $6.6M (revenue -23.9% year-over-year).
- 2014: Revenue of $6.1M, expenses of $4.2M, and assets of $6.9M (revenue -3.5% year-over-year).
- 2013: Revenue of $6.3M, expenses of $4.0M, and assets of $4.7M (revenue +39.3% year-over-year).
- 2012: Revenue of $4.5M, expenses of $3.7M, and assets of $2.4M (revenue +45.5% year-over-year).
- 2011: Revenue of $3.1M, expenses of $3.5M, and assets of $1.7M.
Data Sources and Methodology
This transparency report for Surrey Services For Seniors Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.