AUMdb

Surrey Services For Seniors Inc

EIN 232610145 · 501(c)(3) · Public charity · Devon, PA · recognized 1990

Assets
$7.7M
Revenue
$5.2M
Expenses
$6.0M
Investment income
$244K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jill Whitcomb President & ceo $173,349 $6,934
Dana Heiman Chief advancement officer $146,095 $18,230
John Sawyer Treasurer & cfo $125,000 $11,732
Kristin Kingery Chief operating officer $103,527 $1,941
Tim Sharpe Director $0 $0
Jonathan Ellensworth Director $0 $0
Glen Reyburn Schauer Director $0 $0
Jean Kozicki Director $0 $0
Andrew Bilotta Jr Director $0 $0
Tracey King Director $0 $0
Rick Davis Director $0 $0
J Bradford Parkes Director $0 $0
J Patrick Killian Director $0 $0
David Levine Director $0 $0
Andy Signore Director & immediate past chair $0 $0
Jeanne Beachler Director & secretary $0 $0
Michael C Hemsley Director & vice chair $0 $0
Tim Riddle Director & board chair $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $7.7M $5.2M $6.0M 990 990 · obj 202503309349300705 IRS ↗
06/30/2024 $8.5M $5.2M $5.3M 990 990 · obj 202510249349301211 IRS ↗