Surrey

What Surrey does

Surrey Services for Seniors is a 501(c)(3) nonprofit organization founded in 1981 by Jeanne La Rouche in Devon, Pennsylvania, operating four physical senior centers (Broomall, Bryn Mawr, Devon, and Media) serving Chester, Delaware, and Montgomery Counties. The organization delivers an integrated portfolio of programs and services for older adults including home care (personal care, RN care management, medical transportation, live-in care), transportation rides, meals (in-person dining, grab-and-go, and home-delivered via Main Line Meals on Wheels and COSA partnerships), center-based programs (exercise, wellness, arts, crafts, games, veterans groups, local trips), caregiver training through The Surrey Academy, PA MEDI Medicare counseling, grocery shopping assistance, friendly call companionship, and information and referral services. Surrey operates a wholly-owned subsidiary Surrey Home Care as a fee-based service line and runs the Surrey Consignment Shop in Berwyn as a downsizing resource and revenue generator.

Revenue is derived from a mix of individual donations and planned giving, foundation grants (Foxwynd Foundation DAF, McLean Contributionship, Haverford Township, Bennett Family Foundation), corporate sponsors, $50 annual membership fees, pay-as-you-go meal and program fees (subsidized in part by Delaware County COSA), fundraising events (Garden Party, Holiday House Tour & Shop), and home care fees. Distribution is community-led via physical centers, in-home visits, volunteer drivers, and virtual programs on Zoom, with the Beilenson Institute for Innovation in Aging serving as an internal innovation arm and host for research collaborations with AFAR, Albert Einstein College of Medicine, and Boston University School of Medicine (SuperAgers Family Study). Surrey employs 51-100 people, holds Charity Navigator 4-star and GuideStar Platinum transparency ratings, and is NISC accredited.

Name

Surrey

Legal name

Surrey Services for Seniors

Website

https://surreyservices.org

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

51–100 employees

Short description

Surrey Services for Seniors is a Pennsylvania-based 501(c)(3) nonprofit operating four senior centers in Chester, Delaware, and Montgomery Counties, providing home care, transportation, meals, caregiver training, and center-based programs to older adults in the region.

Ownership category

akta.pro rank

Product category

Senior Services / Elder Care

NAICS

Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Social Services (8300), Services-Home Health Care Services (8082)

akta.pro primary industry

Senior Social Clubs & Community-Based Day Programs (Non-Clinical) (HSABANAK)

akta.pro secondary industries

Social Adult Day Care (Non-Medical Supervision & Activities) (HSABANAA), Caregiver Support & Education Programs (Center-Based) (HSABANAN), Companionship & Social Engagement Visits (HSABAAAA), Community Resources, Social Services & Transportation Coordination (HLADALAK)

Keywords

• Senior care services
• Nonprofit elder care
• Home care services
• Senior center programs
• Meals on wheels

Headquarters

HQ city

Devon

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Supply Chain

Revenue model

1. Donations and Philanthropy: Surrey relies heavily on charitable donations from individuals, families, and foundations. The organization offers various giving options including one-time gifts, recurring monthly donations, tribute gifts, and planned giving through wills, trusts, and beneficiary designations. QCDs (Qualified Charitable Distributions) from IRAs are also accepted.
2. Foundation Grants: Surrey receives grants from foundations including the Foxwynd Foundation DAF, McLean Contributionship, Haverford Township, Bennett Family Foundation, and others to fund specific programs and capital improvements.
3. Membership Fees: Annual membership fees provide access to centers and programs. Membership is noted as $50 per year.
4. Program and Meal Fees: Fees for meals (ranging from $2.50 to $9 depending on location), Grab and Go meals ($5), and various programs. Some centers have subsidized meals through COSA arrangements.
5. Surrey Consignment Shop: Consignment shop operations help members with downsizing and generate revenue for the organization.
6. Fundraising Events: Annual events including Garden Parties (Parisian, Scottish Highlands themes), Holiday House Tour & Shop, and other fundraising activities with ticket sales, auctions, and sponsorships.

Pricing tiers

Go-to-market motion1 record

Distribution channels7 records

Marketing channels5 records

Core offering

Surrey Services for Seniors is a 501(c)(3) nonprofit that provides a comprehensive suite of services to older adults in the Philadelphia suburbs, including professional home care, transportation, meals (in-person, grab-and-go, and home-delivered), caregiver training through The Surrey Academy, Medicare counseling, center-based exercise and wellness programs, and a consignment shop. Founded in 1981, it operates four senior centers across Broomall, Bryn Mawr, Devon, and Media, PA, serving Chester, Delaware, and Montgomery Counties. Membership is available at $50 per year, with services funded through donations, foundation grants, membership fees, program fees, and retail revenue.

Product overview

Surrey is a non-profit 501(c)(3) organization providing a comprehensive spectrum of programs and services for older adults across Chester, Delaware, and Montgomery Counties in Pennsylvania. Founded in 1981, the organization operates four senior centers (Broomall, Bryn Mawr, Devon, and Media) offering a unified ecosystem of services including: Home Care Services (personal care, RN care management, medical transportation, live-in care), Transportation/Rides, Meals Program (in-person dining, grab-and-go, home-delivered), Center-Based Programs (exercise, wellness, arts, crafts, trips, veterans groups), The Surrey Academy (caregiver training), PA MEDI Medicare Counseling, Grocery Shopping assistance, Friendly Calls companionship, Information & Assistance referrals, and a Consignment Shop for downsizing. The organization also houses The Beilenson Institute for Innovation in Aging as its innovation center and operates The Center for Healthy Living Delaware County as a dedicated wellness facility. What differentiates Surrey is its holistic approach combining essential services with programs and center-based activities to help older adults live with independence and dignity.

Differentiator

Problem solved

Functional benefit

Products and services

• Surrey Home Care Professional in-home assistance including personal care, RN care management, medical procedure transportation, personal finance management, care transitions, and live-in care for older adults.
• Transportation / Rides Transportation services providing rides to medical appointments, essential errands, and Surrey centers for older adults who can no longer drive.
• Meals Program In-person dining, grab-and-go, and home-delivered meal programs addressing food insecurity and social isolation among older adults. Includes lunches at all centers and Meals on Wheels partnerships.
• Center-Based Programs Exercise classes, wellness programs, arts and crafts, games, local trips and excursions, veterans groups, and daily calendars of activities at four Surrey centers.
• The Surrey Academy Free training and hands-on skills program for family caregivers and aspiring professional caregivers, including classroom studies, skills training, and internship components.
• PA MEDI Medicare Counseling Free Medicare counseling and assistance provided by trained counselors to help older adults understand their Medicare options and benefits.
• Grocery Shopping Grocery shopping assistance including volunteer-run shopping services for homebound older adults.
• Friendly Calls Phone-based companionship and check-in services for homebound seniors to combat isolation and provide social connection.
• Surrey Consignment Shop Consignment shop helping older adults with downsizing, located at 810 Lancaster Ave, Berwyn, PA.
• Information & Assistance Referrals and local services from Surrey advisors, including resource navigation and support services for older adults.
• The Beilenson Institute for Innovation in Aging Innovation hub named for John Beilenson that mobilizes collaborative power to generate insights about aging and serves as a proving ground for programs addressing quality of life, health, and wellness for older adults.
• The Center for Healthy Living Delaware County 8,000 square foot wellness center in Broomall with dedicated spaces for exercise, art, meals, and support services, including The Surrey Academy headquarters and a dental clinic for low-income seniors.

Quantifiable outcome

• Serving three times more people at Media cafe after expansion
• +2 more outcomes

Named customers14 records

Segments1 record

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

19 partnerships are on record, tiered minor and core.

• Sacred Heart AcademyminorStrategic or Co-development Partner · 1 January 2023Welcomed two 2023 SHA graduates as summer interns through program sponsored by Delaware County Office of Services for the Aging (COSA).
• Drexel Swim ClubminorStrategic or Co-development PartnerPartnership makes water aerobics class available to Surrey members at the pool across the street from the Broomall center.
• Marple Township Police DepartmentminorStrategic or Co-development PartnerCo-hosted Senior Fraud Forum with Delaware County District Attorney's Office to provide information on protecting seniors from identity theft, phone scams, and internet fraud.
• Delaware County District Attorney's OfficeminorStrategic or Co-development PartnerPartnered with Marple Township Police Department to host Senior Fraud Forum at Broomall center.
• Community Volunteers in Medicine (CVIM)coreStrategic or Co-development PartnerLongtime partnership provides dental care for older adults who cannot afford it. CVIM operates dental clinic at Surrey Broomall.
• Wayne Food BankminorStrategic or Co-development PartnerSurrey volunteers deliver food from Wayne Food Bank to older clients who can no longer drive.
• Main Line Meals on WheelscoreStrategic or Co-development PartnerPartnership for home-delivered meals to seniors who cannot visit Surrey centers.
• Delaware County Office of Services for the Aging (COSA)coreStrategic or Co-development PartnerCOSA subsidizes lunch programs at Broomall and Media. Surrey administers home-delivered meals program for COSA. Also sponsors summer intern program with Sacred Heart Academy.
• Bryn Mawr Presbyterian ChurchcoreStrategic or Co-development PartnerCommunity partner providing space for Surrey Bryn Mawr center in Foerderer House. 40+ years of senior adult ministry space.
• American Federation for Aging Research (AFAR)coreStrategic or Co-development PartnerAFAR leads the SuperAgers Initiative; Surrey hosts presentations about the SuperAgers Family Study seeking 10,000 participants age 95+.
• Albert Einstein College of MedicinecoreStrategic or Co-development PartnerScientists at Albert Einstein College of Medicine conduct the SuperAgers Family Study in collaboration with Boston University School of Medicine.
• Boston University School of MedicinecoreStrategic or Co-development PartnerCollaborates with Albert Einstein College of Medicine on SuperAgers Family Study hosted at Surrey.
• Whole FoodsminorStrategic or Co-development PartnerDonates fresh produce used by Chef Pedro in Surrey Devon's meal preparation.
• TargetminorStrategic or Co-development PartnerDonates fresh produce supplementing meals at Surrey Devon.
• Valley Forge Military AcademyminorStrategic or Co-development PartnerHoliday Shop hosted at Eisenhower Hall on campus of Valley Forge Military Academy.
• St. David's Episcopal ChurchminorStrategic or Co-development PartnerHosts Surrey Holiday Shop and House Tour events.
• Chauncey LawminorStrategic or Co-development PartnerLaunched Senior Giving Tree initiative with Surrey Media Center to support Delaware County seniors in need during 2025 holiday season.
• AARP Tax-AideminorStrategic or Co-development PartnerAARP-certified volunteers provide free federal and PA state tax return preparation at Surrey Broomall during tax season.
• Pennsylvania Department of RevenueminorStrategic or Co-development PartnerRepresentatives provide one-on-one assistance for property tax and rent rebate programs at Surrey Devon.

Scale indicators11 records

Recent moves11 records

Expansion highlights6 records

Direct peers

• Mather: National nonprofit (formerly Mather Lifeways) operating senior living communities and a wide array of programs for older adults. Highly comparable holistic, mission-driven service model with innovation/research initiatives that mirror Surrey's Beilenson Institute strategy.
• KleinLife: Philadelphia-area community center (formerly Jewish Community Centers of Greater Philadelphia) with substantial senior programming including meals, classes, fitness, and home care. Comparable in scale, scope, and community-center-with-services model.
• Main Line Meals on Wheels: Direct service partner and geographic peer in the Philadelphia Main Line suburbs providing home-delivered meals to seniors. Operates in overlapping territory with overlapping programs; representative of the same hyperlocal nonprofit senior services space.
• Center in the Park: A Philadelphia-based senior center offering programs, meals, fitness, arts, and social services for older adults. Closely comparable in mission, model, and programming to Surrey's center-based approach, with similar reliance on donations, grants, and member engagement.

Broad incumbents

• Meals on Wheels America: National organization supporting the Meals on Wheels network including home-delivered meals—a direct service overlap with Surrey's COSA-partnered home-delivered meals program. National membership/funder rather than a single direct provider.
• AARP Foundation: National charitable arm of AARP addressing senior poverty, hunger, isolation, and income security. Overlapping mission with Surrey's social services, meals, and connection programs; vastly larger scale and broader geographic reach.
• National Council on Aging (NCOA): National nonprofit focused on improving the lives of older adults through advocacy, programs, and partnerships. Operates as a national umbrella/funder in the same space as Surrey's mission; broader scope but addresses the same aging-in-place needs.

Others

• LeadingAge: National industry association representing nonprofit aging services providers, including senior centers, home care, and housing. Comparable in nonprofit elder care focus; functions as an association, convener, and policy advocate rather than a service operator.

Regional players

• Philadelphia Corporation for Aging (PCA): Philadelphia's Area Agency on Aging serving the city's older adults with information & assistance, meals, caregiver support, and case management. Comparable mission and service mix; differs as a municipal quasi-governmental organization rather than a community-based nonprofit.

Emerging players

• Community LIFE: Western Pennsylvania PACE (Program of All-Inclusive Care for the Elderly) program providing medical, social, and home care to keep seniors living in the community. Comparable community-based elder care model but with a more clinical/Medicare-funded orientation than Surrey's community-center model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SurreyServices
• Facebookfacebook.com/SurreyServices
• LinkedInlinkedin.com/company/surrey-services-for-seniors
• Instagraminstagram.com/surreyservices

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Surrey