Equine Welfare Network Guardian
2019-2020

NorthWest Therapeutic Riding Center
EQUINE WELFARE NETWORK GUARDIAN PROFILE
Last Updated: 05/21/2020

We are proud to be an EQUUS Foundation 2019-2020 Guardian and share our horse care & use practices with the public.

MISSION & PROGRAMS

Our organization conducts Equine Assisted Activities and Therapies (EAAT) which are in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine-Assisted Activities and Therapies (EAAT).

Our organization does not provide community outreach and/or public education programs involving horses.

Our organization is directly responsible for the care and shelter of horses.

100% of our total programs and services are horse-related.

Number of facilities/locations where horses used in our programs are HOUSED AND CARED FOR or were HOUSED AND CARED FOR during 2019:
     1. NorthWest Therapeutic Riding Center

Our organization does not use foster, overflow and/or satellite facilities

Mission:
NorthWest Therapeutic Riding Center is driven by our mission of ‘Giving a Leg Up to people of all abilities’. In the horse world, a “leg up” means to give someone a boost onto their horse. At the riding center the boost carries them not just onto their horses back, but also into their lives.
     NWTRC provides equine-assisted activities (EAA) to people of all ages and abilities. NWTRC is dedicated to enriching the physical, mental, emotional, and social well-being of our participants and their families in an environment which is safe, nurturing, challenging and fun.

Summary of organization's goals, strategies to achieve the goals, accomplishments, and capabilities to meet the goals, including its long-term plans to sustain its programs:
CORE PURPOSES
     1. Provide an environment where participants can realize their potential through empowerment and independence.
     2. Foster and encourage the unique bond between horses and humans.
     3. Be a model of best practices for the Equine-Assisted Activities and Therapy field.
     
     CORE VALUES
     1. Provide safe, effective and fun horseback riding and equine-assisted activities to people of all abilities.
     2. Provide a compassionate, caring, nurturing and respectful environment for the NWTRC community.
     3. Provide an accessible program which overcomes physical, emotional and financial barriers.
     4. Provide a well maintained facility and well cared for animals.
     5. Provide expertise and knowledge of therapeutic riding and other equine-assisted activities.
     6. Provide a strong and sustainable organization through fiscal responsibility.
     
     Presently, NWTRC is raising funds to add a multi-use building to the property that will be built in 2020. The “Stable Classroom” will tie our multidimensional program together, creating a welcoming space for warm-up exercises for participants, an area to accommodate therapy sessions, unmounted activities, volunteer training, staff office, board meetings and educational classes. It will allow for new and diverse programming, increased participation and ensure program sustainability.

Equine Assisted Activities and Therapies (EAAT):
Our organization provides the following equine-assisted activities and/or therapies (EAAT):
    Therapeutic Horsemanship: Riding
    Therapeutic Horsemanship: Ground-Based Horsemanship
Not Checked:
    Therapeutic Horsemanship: Driving
    Therapeutic Horsemanship: Vaulting
    Equine-Interactive Therapy: Psychotherapy/Counseling (Mental Health)
    Equine-Interactive Therapy: Occupational Therapy, Physical Therapy, Speech-Language Pathology
    Equine-Interactive Learning: Academic and/or Vocational Learning
    Equine-Interactive Learning: Self-improvement, Wellness, Team Building, and/or Personal or Professional Coaching

Our organization provides services for the following specific populations:
Children (10 & Under)
Tweens (11-12)
Teens (13-18)
Young Adults (19-21)
Adults (Over 21)
Seniors (65-79)

Our organization provides services to individuals with:
Alzheimers/Dementia, Amputation, Arthritis, Attention Deficit Disorder (ADD), Autism, Behavioral disorders, Cerebral palsy, Chronic illness, Cognitive disabilities, Cystic Fibrosis, Development delay or disability, Down Syndrome, Emotional disabilities, Epilepsy, Genetic conditions/disorders, Head Trauma/Brain Injury, Hearing impairment, Intellectual disability, Joint abnormalities, Language impairment, Learning disabilities, Life-threatening illness, Mental health disabilities, Multiple sclerosis, Muscular dystrophy, Obsessive Compulsive Disorder (OCD), Orthopedic issues, Paralysis, Pervasive Developmental Disorder (PDD), Physical disabilities, Post Traumatic Stress Disorder (PTSD), Speech impairment, Spina bifida, Spinal cord injury, Stroke, Substance abuse/addiction, Terminal illness, Traumatic Brain Injury (TBI), Visual impairment, Weight Control disorders

Overview of our programs involved with providing EAAT to individuals with special needs:
     NorthWest Therapeutic Riding Center provides adaptive horsemanship and riding lessons to people of all ages and abilities. The NWTRC is dedicated to enriching the physical, mental, emotional, and social well-being of our participants and their families in an environment which is safe, nurturing, challenging and fun.

At a time when equestrian sports are under pressure to protect horses while making those sports more accessible, so too must all equine organizations ensure that horses are treated humanely when interacting with people with and without special needs. Our organization takes the following steps to ensure that horses are benefiting from their interactions with people:
     Staff are always present when volunteers and participants are handling and working with our horses.
     All volunteers must attend a training before being scheduled to work with the program. Training includes proper handling techniques and how to work with participants around the horses.
     Our number one priority is the safety and well-being of our horses. Horses are monitored daily for changes in behavior, physical fitness and soundness.
     All volunteers and participants are taught about equine behavior and how to appropriately interact with the horses.


DEFINITIONS:
Equine Assisted Activities and Therapies (EAAT): Any activity that incorporates equine interactions and/or the equine environment, mounted or ground-based, including horsemanship instruction adapted to the ability/disability of those receiving services aimed at contributing positively to their cognitive, physical, emotional and social well-being, psychotherapy and/or mental health counseling aimed at achieving goals set forth by the mental health professional and the client, occupational therapy, physical therapy, and speech-language pathology treatment strategies that utilize equine movement, and experiential learning approaches that promote the development of life skills to achieve educational, professional and personal goals.

Special Needs: Any difficulty or difficulties (such as a physical, emotional, behavioral, or cognitive disability or impairment) that require or benefit from instructors, specialists, counselors, trainers and/or facilitators who have certified training for their scope of practice applicable to the people participating in the programs and specific to the program offerings. The difficulty may not be limited to a health issue but may result from the interaction between the individual and the society in which he or she lives arising from an abusive or unhealthy environment or situation and/or a lack of resources, including economic resources, placing them at risk of a future with less than optimal outcomes.

At-Risk: Refers to being at-risk of a future with less than optimal outcomes. Youth are considered at-risk for a number of reasons, such as if they are homeless or transient, involved in drugs or alcohol, abused sexually, physically or emotionally, mentally ill, neglected at home or live in stressful family environments, lacking social or emotional supports, and involved with delinquent peers. At-Risk youth are likely to be involved in a number of risky behaviors, such as running away, skipping school, drinking underage, engaging in sexual behavior, displaying disruptive behavior, bullying/harassment, fighting, and committing acts of vandalism.


GOVERNANCE, MANAGEMENT & CONFLICT OF INTEREST

Staff & Volunteers:
Chief Staff Officer (CSO):  Julia Bozzo
Employees:   Full-Time:  2  Part-Time:  1  Volunteers:  100
Staff Recruitment, Screening and Training processes:
    Prospective staff complete a written application
    Prospective staff must provide in writing if they have ever been convicted of a felony, convicted of a sexual offense, or convicted for animal cruelty or neglect
    Every member of the staff is required to complete a Liability Release/Hold Harmless Agreement
    Every member of the staff is required to provide Emergency Medical Information
    Every member of the staff is required to sign a Photo Release
    Every member of the staff provides parent/guardian information if applicable
    Every member of the staff carries current health insurance
    Every member of the staff has a written job description
    Every member of the staff is evaluated on an annual and as needed basis or with any change in their job description
    Every member of the staff is updated on all the organization's policies and procedures on a annual and as needed basis or with any change in policy or procedure
    Every member of the staff receives training that includes safety guidelines, confidentiality, horse handling, horse identification, and emergency procedures; additional training is job specific
    Every member of the staff has a supervisor and is responsible for keeping their supervisor up to date on work related activities
    The organization provides an Employee Handbook to every member of the staff
    The Employee Handbook is reviewed annually and updated
    One or more staff members are trained in CPR and human first aid
    One or more staff members are trained in equine first aid
Not Checked:
    Every member of the staff is required to undergo a Background Check
    The Employee Handbook includes employee-related information, such as hours of work, vacation, sick leave, dress code, cell phone usage, and the protocol for dismissal
    Every member of the staff is subject to Random Drug Screening

Volunteer Recruitment, Screening and Training processes:
    Prospective volunteers complete a written application
    Prospective volunteers must provide in writing if they have ever been convicted of a felony, convicted of a sexual offense, or convicted for animal cruelty or neglect
    Every volunteer is required to complete a Liability Release/Hold Harmless Agreement
    Every volunteer is required to provide Emergency Medical Information
    Every volunteer is required to sign a Photo Release
    Every volunteer provides parent/guardian information if applicable
    Every volunteer carries current health insurance
    Every volunteer has a written job description
    Every volunteer is evaluated on an annual and as needed basis or with any change in their job description
    Every volunteer is updated on all the organization's policies and procedures on a annual and as needed basis or with any change in policy or procedure
    Every volunteer receives training that includes safety guidelines, confidentiality, horse handling, horse identification, and emergency procedures; additional training is job specific
    Every volunteer is assigned a supervisor (staff member and/or senior volunteer) and is responsible for keeping their supervisor up to date on work related activities
    The supervisor assesses the volunteer's abilities and assigns specific duties to the volunteer based on their skills
    The organization records and maintains written attendance information and hours on every volunteer
    The organization provides a Volunteer Handbook to every volunteer
    The Volunteer Handbook includes volunteer-related information, such as hours of work, dress code, cell phone usage, and the protocol for dismissal
    The Volunteer Handbook is reviewed annually and updated
    The organization holds regular orientation sessions for volunteers and prospective volunteers that includes an overview of the organization, its mission, activities, volunteer responsibilities and expectations, safety guidelines, and a tour of the facility
Not Checked:
    Every volunteer is required to undergo a Background Check
    Every volunteer is subject to Random Drug Screening

Governing Body:
Board meetings per year:  12
Number of Board Members:  9  Number of Voting Board Members:  9

Board Compensation:
Is Board Chair compensated?  No  Is Treasurer compensated?  No
Are there any other Voting Board Members that are compensated?  No

Board/Staff Relationships:
Are any members of the Board or Staff related to each other through family or business relationships? Yes
If yes, provide the name, title, responsibility and family/business relationship of each Board and/or Staff member.
Julia and Mike Bozzo are the property owners and program founders. The property is leased to the riding center. Julia is employed full-time as the Executive Director, barn manager and volunteer coordinator and makes $14,400 a year. Mike is a board member and does all the property maintenance and repair and gets no compensation.

Board Affiliations:
Are any Board members or Staff associated with and/or compensated by another organization with a relationship or business affiliation to your organization? Yes
If yes, provide the name, title, responsibility and family/business relationship of each Board and/or Staff member, and the name of the related organization.
Executive Director owns property that the organization leases.

Conflict of Interest:
Does your organization have a written conflict of interest policy and regularly and consistently monitor and enforce compliance with the policy, including requiring officers, directors or trustees, and key employees to disclose annually interests that could give rise to conflicts?  Yes

Disclosure:


Organization documents available on our website:
    Most recent Annual Report
    Equine Intake Guidelines
    Volunteer Handbook

Organization documents available on request:
    Most recent Financials
    Most recent IRS Form 990
    Most recent Annual Report
    Equine Intake Guidelines
    Adoption/Foster Agreement
    Volunteer Handbook
    Employee Handbook
    Bylaws

Financial Reporting:
Month Fiscal Year Ends: 12
Type of Financial Reporting (Audit, Review, Compilation): Compilation
Type of IRS Filing (990, 990-EZ, 990-N): 990-EZ
Does the uploaded Pro Forma 990/990 represent 2019? Yes
View The IRS Form 990/Pro Forma 990

POLICIES

Acquisition
Our organization acquires horses/equines from the following source(s):
    Donation  
    Free Lease  
    Purchase/Adoption from Owner  

Our organization does not acquire horses/equines from the following source(s):
    Purchase from auction  
    Purchase kill pen or feedlot  
    Return  
    Surrender  
    Seizure  
    Abandonment  

Our organization will accept the following:
    Geldings
    Mares

Not Checked:
    Pregnant Mares
    Foals
    Stallions
    Only Stallions to be castrated
Definitions:
Donated: The ownership and custody of the equine is transferred to the organization by its owner/trainer/responsible agent utilizing a donation document.
Free Lease: The ownership of the equine is maintained by the owner/trainer/responsible agent; the custody and responsibility for the shelter and care of the equine is transferred to the organization utilizing a free lease document.
Purchased from Owner: The ownership and custody of the equine is transferred to the organization by its owner/trainer/responsible agent utilizing a purchase document.
Purchased from Auction: The ownership and custody of the equine is transferred to the organization by purchasing the equine at an auction.
Purchased from Kill Pen: The ownership and custody of the equine is transferred to the organization by purchasing the equine from a kill pen.
Surrendered (Hardship): The ownership and custody of the equine is relinquished to the organization by its owner/trainer/responsible agent with or without the use of an intake document.
Seized: The ownership and custody of the equine is transferred to the organization as a result of the equine being seized by law enforcement or another agency and removed from the owner.
Abandoned: The ownership and custody of the equine is transferred to the organization as a result of the equine being abandoned by the owner or the owner was unable to be located.
Returned: The equine was previously a part of the organization, was adopted, and ownership and custody of the equine has been transferred back to the organization.
Transferred: The custody of the equine is transferred within an organization or from one organization to another non-profit or foster organization to provide retirement, retraining, rehabilitation and/or adoption services with no change in ownership.
Born: The equine was born at the facility.

Feral/Wild Horse: Free-roaming horses that are descendants of the domesticated horse and have no or limited human contact.

Foal: An equine up to one year old; a colt is a male foal and a filly is a female foal.
Mare: A female equine.
Stallion: A male equine that has not been castrated.
Gelding: A castrated male equine.


Our organization will accept the following breeds:
    Appaloosa
    Draft
    Mustang
    Friesian
    Morgan
    Paint
    Quarter Horse
    Thoroughbred
    Warm Blood
    Mixed Breed/Unknown
    Other
    Andalusian/Lusitano
    Haflinger
    Norwegian Fjord
    Gypsy Vanner
    Pinto
    Appendix Quarter Horse

Other breeds:
Dales Pony


Not Checked
    American Saddlebred
    Arabian
    Donkey/Mule/Burro
    Hackney
    Miniature Horse
    National Show Horse
    Standardbred
    Tennessee Walking Horse
    Icelandic Horse
    Feral/Wild
    Paso Fino
    Rocky Mountain Horse
    Missouri Fox Trotter

Intake, Assessment & Training
Following arrival of the equine at the facility, the following is performed:
    Physical examination by a veterinarian
    Physical examination by trained barn staff
    Photographs are taken
    A Henneke Body Conditioning Score is assigned
    Physical examination by a farrier
    Blood work other than Coggins
    Fecal test
    Vaccinations
    De-worming
    The horse is confined to a designated and separate area for isolation and quarantine at the facility for a prescribed period of time
Not Checked:
    Physical examination by a dentist
    Coggins test
    The horse is scanned to check for a microchip
    The horse is microchipped if the scan indicates that there is no microchip
    The horse is confined to a designated and separate area for isolation and quarantine off-site for a prescribed period of time

The organization requires the following with respect to the health status of the horse prior to acceptance and arrival at the organization:
    A current Coggins
    Vaccination records that have been administered within the last 12 months
    If health records are not available or are out-of-date, our veterinarian will administer appropriate vaccinations
Not Checked:
    If health records are not available or are out-of-date, the owner is responsible for having vaccinations administered.

The organization has the following policies in place prior to a horse being accepted and/or arriving at the facility:
    The owner of a potential horse is interviewed over the phone or in person prior to seeing the horse
    The horse is evaluated at its place of residence
    The owner completes an application/contract which constitutes the agreement between the owner and our organization
    Horses are on trial for up to 30 days
    Horses are on trial up to 60 days
    Horses are on trial for 60 or more days
    The trial period may be reduced based on the horse's progress
    During the trial period, the organization accepts total financial responsibility for the care of the horse, including board, feed, shoeing and any necessary veterinary care
    During the trial period, the organization accepts financial responsibility for the care of the horse, including board, feed, shoeing and any necessary veterinary care, up to a fixed amount agreed upon by the organization and the owner
    The trial period may be terminated by either the organization or the owner for any reason
Not Checked:
    The owner is financially responsible for the shipping of the horse to and from the organization
    Horses are not taken on trial
    During the trial period, the owner/donor is financially responsible for the care of the horse, including board, feed, shoeing and any necessary veterinary care

Horses are assessed for following skills and behaviors:
    Retrieval from a pasture/paddock
    Leading with a halter and lead rope
    Temperament, disposition and attitude, such as rated from very calm to very high spirited
    Saddling
    Bridling
    Lunging
    Loading onto and unloading off a trailer
    Mounting and dismounting
    Riding at the walk
    Riding at the trot
    Riding at the canter
    Riding by a beginner and/or unbalanced rider
    Jumping
    Tolerance to unusual objects and loud noises
    Known vices, i.e., cribbing, biting, kicking, weaving, stall walking, etc
    Grooming
    Bathing
    Clipping
    Tolerance to multiple handlers at the same time
Not Checked:
    Driving (Pulling a carriage)

The typical length of quarantine is:   20 to 30 days

Horses provided formal training (groundwork or riding):   Daily


Breeding
The organization has the following policies related to breeding and stallions:
    Our organization does NOT breed horses.
Not Checked:
    Our organization breeds horses
    The facility or facilities where our organization conducts its programs, including foster facilities, are permitted to house stallions
    The facility or facilities where our organization conducts its programs, including foster facilities, breeds horses
    The facility or facilities where our organization conducts its programs, including foster facilities, does NOT breed horses


Euthanasia
The organization has the following policies related to euthanasia:
    Our organization will never have a horse euthanized for space
    Our organization may have a healthy horse euthanized if it is a threat to itself, other horses, or people
    Our organization may have a horse euthanized after all reasonable treatment options have been explored
    Euthanasia is done on site when possible to decrease trauma from transport
    Euthanasia is done at the veterinarian's facility
    Disposal of the carcass is handled within 24 hours
Not Checked:
    Our organization does not euthanize horses under any circumstances.
    Our organization will never have a healthy horse euthanized under any circumstances

Horses will be euthanized upon the recommendation of:
    Veterinarian
Not Checked:
    Senior staff member without a veterinarian's recommendation
    The Board of Directors, or a member of the Board of Directors, without a veterinarian's recommendation
    Not applicable. The organization does not euthanize horses

The following are authorized to administer the procedure for your organization in accordance with state laws:
    Veterinarian
Not Checked:
    A certified euthanasia technician
    Senior staff with appropriate training
    Employee of animal control shelter or humane society with appropriate training
    Veterinary student under the supervision of a licensed veterinarian
    Not applicable. The organization does not euthanize horses

The organization utilizes the following methods of euthanasia:
    Intravenous administration of an overdose of barbiturates
    Intravenous administration of a solution of concentrated potassium chloride (KCl) with the horse in a surgical plane of general anesthesia

Rehoming
Our organization has the following re-homing (adoption/purchase) policies and procedures in place:
    All potential adopters/purchasers complete an application/contract which constitutes the agreement between our organization and the new owner
    Potential adopters/purchasers must visit our organization and be observed with the horse on site
    The distance of a potential adopter/purchaser's home from our facility is a consideration for when re-homing a horse
    Adopters/purchasers can return a horse to our organization for a fee
    Our agreement states that re-homed horses CAN be sold or given away with prior written approval of our organization
    Our agreement states that re-homed horses cannot be bred
    Adopters/purchasers are NOT required to provide updates
Not Checked:
    Our organization does NOT re-home a horse to first time horse owners
    Our organization will only re-home a horse to a location where another horse resides
    Our organization conducts a site visit of the adopter/purchaser's facility before the transfer of the horse to the adopter/purchaser's facility
    Potential adopters/purchasers are encouraged to do a short-term, on-site foster with the horse
    Adopters/purchasers can return a horse to our organization free of charge
    Our agreement states that re-homed horses CANNOT be sold, auctioned, or given away under any circumstances
    Our agreement states that if there is any breach of contract the horse must be returned to our organization
    Our agreement states that our organization reserves the right to make unannounced visits to see the horse within the first year of adoption
    Our agreement states that our organization reserves the right to make scheduled visits to see the horse within the first two years of adoption
    Our agreement states that our organization reserves the right to visit the horse at any time.
    Adopters/purchasers are required to provide updates (photos, vet records) for one year
    Adopters/purchasers are required to provide updates (photos, vet records) for two years
    Adopters/purchasers are required to provide updates (photos, vet records) for three or more years
    Our organization does not re-home horses under any circumstances; our organization retains custody of our horses and ensures care of the horses for their lifetimes.

Our organization requires references from the following:
    Veterinarian
    Farrier
    Personal/Other
Not Checked:
    Our organization does not re-home horses under any circumstances; our organization retains custody of our horses and ensures care of the horses for their lifetimes.

Transfer of ownership occurs:   Immediately (at the time of adoption/purchase)

The average equine re-homing (adoption/purchase) fee received by your organization:
Over $1,500

Our organization has the following rehoming fee policies:
    Fees may vary depending on species
    Fees may vary depending on the equine level of training
    Fees may vary depending on the equine breed
    Fees may vary depending on the equine age
    Fees may vary depending on the equine type
    Fees may vary depending on the equine health and soundness
Not Checked:
    Not applicable
    All equines have one set fee

Our organization has the following policies and procedures related to horses that need to be retired, are no longer useful, or are no longer manageable:
    Horses may remain at our organization for their lifetimes
    Horses may be found suitable homes by our organization
    Horses may be returned to their owners
    In the case a horse is unmanageable and demonstrates repeated dangerous behaviors, the horse may be euthanized
    In the case a horse is unsound and/or unhealthy and cannot be treated to relieve suffering, the horse may be euthanized
Not Checked:
    Horses may be sent to auction
    If a suitable home cannot be located within 12 months, the horse may be euthanized

Does your organization provide horses to any facility to use in research or medical training? 
     No

Does your organization sell, donate or give a horse to an auction? 
     No
View Re-homing Agreement

FACILITY INFORMATION

Total facilities at which our organization cares for and shelters horses used in our programs: 1
NorthWest Therapeutic Riding Center
NorthWest Therapeutic Riding Center
1884 Kelly Road Bellingham WA 98226
Contact: Julia Bozzo
Contact's Phone: 360-966-2124
Contact's Email: julia@nwtrc.org

Does your organization own, lease or use a part of this facility? Lease

If not owned, provide the name, address, phone, email and contact person of the organization(s) and/or individual(s) who owns the facility:
Julia and Mike Bozzo
1884 Kelly Road
Bellingham, WA 98226
360-966-2124
julia@nwtrc.org

If not owned, does your organization have a written agreement with the owner? Enter Yes or No.   Yes

If not owned, please provide the following information below: Start date and end date of current written agreement (term) and what is the organization's plan for the end of the written agreement? 
     Lease is renewable every five years. We have been on our current property since 1993. Current lease runs from January 1, 2018-December 31, 2023. We plan to renew the release for another five years in 2024.

If not owned, please provide the details as to what services are provided by the owner and if and how the owner is compensated; please provide the specific amount that the owner receives for services provided.  
     Owners provide facility labor and maintenance, machinery (tractor), all utilities (garbage, water, electricity, phone, internet), on site security, horse feeding 3x a day. Owners receive $1000 per month for lease of barn, arena, turnouts and services.

If this facility is recognized as compliant with the published standards of an accrediting organization, is accredited, and/or is licensed by local, state and/or federal authorities, please provide the details:
     NWTRC is a PATH Intl. Premier Accredited Center.

Provide the contact information for the individual or organization responsible for investigating abuse in the county where the facility is located, including mailing address, email address, and phone information.
     Whatcom Humane Society 1661 Baker Creek Place Bellingham, WA 98226 Baker Creek Shelter: (360)733-2080, extension # 4100 adoptionsbc@whatcomhumane.org

Other than the animal control authority noted above, provide the contact information for all local, state and/or national authorities with whom your organization engages to address issues impacting horse welfare, including mailing address, email address, and phone information.
     PATH Intl. PO Box 33150 Denver, CO 80233 (800)369-4610 pathintl@pathintl.org

Does your organization conduct Equine Assisted Activities and Therapies (EAAT) at this facility in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine-Assisted Activities and Therapies (EAAT)? Yes

Total number of instructors, specialists, therapists, counselors, coaches and/or facilitators (full-time, part-time, volunteer, independent contractors, and/or service providers accompanying clients) that conduct Equine Assisted Activities and Therapies (EAAT) programs in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine-Assisted Activities and Therapies (EAAT) AT THIS FACILITY:  4

EAAT Service Providers Assigned to this Facility: (see EAAT Service Provider Section below for details)
     1. Hilary Groh
     2. Julia Bozzo
     3. Nota Tsitsiragos
     4. Sierra Aubel

NorthWest Therapeutic Riding Center

Grounds
Total number of horses involved with your programs at this facility: 6
Of the total number of horses involved with your programs at this facility, the number of horses that are microchipped: 0
Total number of horses at this facility INCLUDING those not involved with your programs: 6
Maximum capacity of horses at this facility: 7
Total acreage dedicated specifically to the horses: 4
Our organization has use of the following at this facility:
Structures/Barns: 1  Run-in sheds: 3
Pastures: 3  Paddocks/Pens: 4
Uncovered Outdoor Rings: 1  Covered Outdoor Rings: 0  Indoor Rings: 1







Regarding structures at this facility where horses are stalled:
Do horses have assigned stalls in the structure(s)?    Yes    
Do all stalls/enclosures allow horses to lie down, stand up and turn around?    Yes    
Is there adequate ceiling & beam height (a minimum of 12 feet above the tip of the horse's ear) when standing in all stalls/enclosures?    Yes    
How often are the stalls/enclosures cleaned? 6-7 Days a Week
Are floors constructed and maintained for both good drainage and traction?    Yes    
Is there a ventilation and circulation system in place to control temperature and prevent buildup of toxic gases?    Yes    
Is wiring inaccessible to horses and maintained for safety?    Yes    
Are fire prevention/protection measures (fire alarms, extinguishers and sprinkler systems) maintained and in good working order?     Yes    
Is there adequate lighting to ensure safety in all areas of facility?     Yes    
Are emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

How many hours per day, on average, are horses stalled? 9-12
How many hours per day, on average, are horses turned out:
    Horses are out 4 to 8 hours per day
    Horses are out 9 to 15 hours per day
    Horses are out 16+ hours per day
    Horses are out 24/7
    Horses are out 24/7 except they are brought in to feed
    Horses are out 24/7 except when they are being trained
    Horses are out 24/7 except when they are used for the conduct of the organization's programs

The following describes the pastures at this facility:
✔    A dedicated staff person(s) is responsible for pasture management
✔    All pastures are fenced to prevent escape or injury
✔    Electric fencing is used; electric wires or tape fence are visibly marked
✔    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
✔    Pastures are rotated
✔    Pastures have natural protection for horses (i.e., trees)
Not Checked:
    This facility does not have pastures where horses can graze on pasture grass
    This facility has a written plan in place for pasture management, which includes guidelines for seeding, fertilizing, irrigation, mowing, dragging, harrowing, manure removal, removal of debris, the control of poisonous plants, and a schedule for cleaning
    Barbed wire is used for fencing
    Pastures have man-made protection for horses (i.e., shelters)

The following describes the turnout areas other than pastures at this facility:
✔    A dedicated staff person(s) is responsible for the maintenance of turnout areas
✔    All turnout areas are fenced to prevent escape or injury
✔    Electric fencing is used; electric wires or tape fence are visibly marked
✔    Turnout areas have man-made protection for horses (i.e., shelters)
✔    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
Not Checked:
    This facility does not have turnout areas
    This facility has a written plan in place for the maintenance of turnout areas, which includes a schedule for cleaning, manure removal, and dragging
    Barbed wire is used for fencing

The following policies and procedures are in place at the facility to restrict public access and to keep horses safe:
✔    The property owner, staff member or caretaker lives on the premises and ensures that public access is restricted and is responsible for the security of the facility and horses
✔    Hold Harmless signs are posted
✔    Authorized Personnel Only signs are posted
✔    Visitors are only permitted at specific times
✔    Visitors are only permitted in specific areas
✔    The property is fitted with motion lights
✔    The perimeter of the property is fully fenced
Not Checked:
    A security guard is present at night
    Horses are checked overnight
    By Appointment Only signs are posted.
    No Trespassing signs are posted
    Entrance gates are locked at night
    The property is fitted with a security system monitored by police or a professional service
    The property is fitted with a security system that is monitored internally by staff (or the property owner)

NorthWest Therapeutic Riding Center

Veterinarian Information
Vet Assessment  conducted on 02/04/2020
Veterinarian: Dr. Dave Sauter
Clinic Name: Kulshan Vet Hospital
8880 Benson Rd
Lynden   WA   98264
Phone: 360-815-5067

Equine Care
Horse Health Care/Barn Management Records: What system is used to collect and store health/horse care records?
    Notebook or equivalent (technology not utilized)
    Onsite computer with cloud-based backup storage system
    Our organization would use free cloud-based barn management software if available

The following items are consistent with our feed management plan and practices:
✔    Horses are provided with individualized feeding plans, including supplements, according to age and any health issues
✔    Feed plans are determined in consultation with a veterinarian
✔    Supplement plans are determined in consultation with a veterinarian
✔    Horses are fed in individual stalls
✔    Staff and volunteers are trained in proper feed measurements and protocols and observed periodically to ensure they are feeding correctly
✔    The feed chart is centrally located and updated as needed
✔    The area(s) where hay, feed, grain, and supplements are stored are kept clean, free of debris and chemicals, and protected from weather and other animals in rodent-proof and mold-proof containers and grain bins
✔    Feed, supplements and hay types are clearly labeled
✔    Water sources, i.e., buckets, troughs, automatic waterers, etc. are kept clean, free of debris and chemicals, and protected from weather and other animals
✔    Medications are kept in a locked, climate-controlled area
Not Checked:
    Horses are fed in groups

Our organization has the following policies and procedures in place pertaining to the ongoing assessment of horses in its care:
✔    Horses are assigned a Henneke Body Condition score upon arrival at the facility
✔    The Henneke Body Condition score is updated annually
✔    The Henneke Body Condition score is updated with each visit by the veterinarian
✔    Horses at our facility may be treated by an equine chiropractor
✔    Horses at our facility may be treated by an equine acupuncturist
✔    Horses at our facility may be treated by an equine massage therapist
✔    Horses at our facility may be treated by an equine nutritionist
Not Checked:
    The Henneke Body Condition score is updated monthly
    Photographs are taken of each horse upon arrival at the facility and kept with the horse's health records
    Photographs are taken of each horse monthly and kept with the horse's health records
    Photographs are taken of each horse annually and kept with the horse's health records
    Photographs are taken of each horse with each visit by the veterinarian and kept with the horse's health records

Our organization has the following policies and procedures in place pertaining to the weight-carrying or workload capabilities of horses/equines in our care:
✔    Our organization evaluates the weight-carrying and workload limitations for each equine at least annually
✔    Our organization maintains a written record for each equine that documents the results of each evaluation of weight-carrying and workload limitations
Not Checked:
✔    Equines are not ridden; not applicable

The following variables are considered in determining the weight-carrying and workload limitations for each equine:
✔    Equine age, weight, breed, body condition, fitness, balance, health and soundness
✔    Equine conformation to include the top line, length of back, strength and width of loin, bone density (measured by the circumference of the cannon bone just below the knee)
✔    Size, shape, condition and angle of the hooves
✔    Participant weight, height, body proportions, balance, fitness and riding skills as well as behavioral issues and safety concerns
✔    Weight and proper fit of the saddle and other equipment
✔    Terrain and footing in the working environment
✔    Duration and frequency of working sessions, as the frequency with which an equine is subjected to maximum weight carrying and/or workload
✔    Nature and pace of work, repetitive or varied, radius of turns, degree of incline and regularity of footing when equine is subject to maximum weight-carrying capacity
✔    Temperature and/or weather conditions
✔    Seasonal impact on the equines' workload and weight-carrying capabilities and limitations
Not Checked:
✔    Equines are not ridden; not applicable

Do horses have access to clean drinking water at all times?     Yes    

Hoof Care: How often is hoof care provided for each horse? Every 4-8 weeks and when an issue arises

Dental Care: How often is dental care provided for each horse? Annually and when an issue arises

Physical Examinations: How often is each horse given a physical exam by a veterinarian? Annually and when an issue arises

Horse checks: How often are horses visually and physically checked by personnel at the facility? Every day or 6 days a week

Parasite Control: Our organization has the following worming protocols in place: (Check all that apply
    The protocol for each horse is determined in consultation with a veterinarian
    Fecal testing is performed prior to the use of a de-wormer.
    A de-wormer is used without fecal testing

Fly/Insect Control: What remedies are used to control flies and insects?
    Fly Traps and Tapes
    Fly Spray Repellent
    Fly Masks
    Fly Sheets
    Fans

The following represent the biosecurity practices in place at facility:
✔    Our organization follows the AAEP's Biosecurity Guidelines and/or the UC Davis Biosecurity Guidelines
✔    The organization has a written biosecurity plan
✔    All staff are trained in best practices related to biosecurity
✔    All volunteers are trained in best practices related to biosecurity
✔    A specific individual is assigned to care for sick, affected and/or quarantined horses
✔    Sick, affected and/or quarantined horses are cared for last if the caretaker must also care for healthy horses
✔    Sick, affected and/or quarantined horses do not have contact with other horses or other animals
✔    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined horses
✔    Hand sanitizers and footbaths are available at all primary points of access to sick, affected and/or quarantined horses
✔    Manure and bedding from sick, affected and/or quarantined horses is disposed of in specific areas designated for infectious materials - not put in open air piles, and not spread on pastures
✔    Stalls, aisle ways, and common areas are disinfected after conclusion of the quarantine
✔    Horse trailers/vans used by sick, affected and/or quarantined horses are cleaned and disinfected after each use and cleaning takes place away from where horses are sheltered
✔    Horse-specific equipment used by sick, affected and/or quarantined horses is not shared and is clearly labeled
✔    Shared equipment used by sick, affected and/or quarantined horses is cleaned of organic debris and disinfected after each use
✔    Latex gloves are worn when working with sick, affected and/or quarantined horses
Not Checked:
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined horses

The following represent the manure removal practices in place at facility:
✔    Manure is piled in an area where horses are not located
✔    Manure piles are covered
✔    Manure is hauled, sold or given away
✔    Manure piles are composted or spread on pastures
✔    Our organization adheres to the manure management guidelines set by state and/or local authorities
Not Checked:
    Manure is stored in dumpster(s)

The following steps are taken to help staff and volunteers readily identify each horse on the property::
✔    Horses are assigned the same stall/location each day
✔    Name plates are located on the stall
✔    Horses wear halters with nametags
✔    Horse photos and profiles are available on the website
✔    Staff/volunteers are provided training on confirmation, markings, colors, and breeds
✔    Team leaders work with new staff/volunteers until they are able to identify the horses
Not Checked:
    Photos are located on the stall
    A notebook or binder with photos and information on each horse is easily accessible
    A map/diagram is posted showing the location of each horse with horse names and photos
    Staff and volunteers are provided with an information packet with horse profiles, including photos and detailed descriptions

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
✔     All horses have specifically assigned tack, apparel and equipment that is not shared
✔    Saddles are shared
✔    Saddle pads are shared
✔    Bridles are shared
✔    Bits are shared
✔    Blankets, sheets and turn out apparel are fitted and utilized for each horse appropriate to the horse's needs and the weather conditions
✔    Blankets, sheets and turn out apparel are cleaned regularly as needed
✔    Tack is cleaned weekly
✔    Tack is inspected for overall working condition before each use by trained personnel
✔    Tack is assessed for fit before each use by trained personnel
✔    Tack is assessed for fit by trained personnel when a horse's body condition changes
✔    Tack is assessed for fit by trained personnel when a horse's disposition changes
✔    This facility enlists the services of a professional saddle fitter at least once a year
✔    Assigned tack is clearly labeled
✔    Tack is stored in a climate-controlled location
✔    Helmets are shared
✔    Helmets are cleaned/disinfected after each use
✔    Helmets are replaced after a fall
✔    Helmets are replaced at least every five years.
Not Checked:
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
     Halters are shared
    Tack is cleaned after each use
    Tack is cleaned only when needed
    Equines are not ridden; not applicable.


Emergency Preparedness
The following plans, policies, and procedures are in place at the facility to handle emergencies and address weather related issues, fire safety procedures, and/or any additional hazardous scenarios the facility could potentially experience:
✔    Emergency procedures are posted prominently
✔    Emergency phone numbers are posted prominently
✔    The facility owns or has access to a generator
✔    The facility maintains at least two weeks of hay, feed, shavings and medications
✔    The facility collects and maintains medical information from staff, volunteers, and clients
✔    The facility maintains appropriate liability and/or workers' compensation insurance
✔    All staff/volunteers are briefed regularly on emergency preparedness/safety procedures
✔    The organization has a written emergency preparedness/safety plan (EPP)
Not Checked:

The written EPP addresses the following areas:
✔    Local fire department and/or the state's emergency planning department procedures
✔    Medical emergencies for clients, staff, and volunteers
✔    Medical emergencies for horses
✔    Evacuation plans
✔    Power outages
✔    Fire
✔    Natural Disasters - thunderstorm, hurricanes, earthquakes, tornados, etc
✔    Terrorist attacks
✔    Protocols to notify emergency personnel
✔    Building/facility exit plans
Not Checked:

The facility follows the specific procedures to help PREVENT emergency situations:
✔    Smoking is strictly prohibited
✔    NO SMOKING signs are posted prominently
✔    Permanent or temporary structures where horses are stalled are kept free of dust, cobwebs, trash, cleaning rags, and other flammable items
✔    Aisles and doorways are kept clear
Not Checked:
    Hay is stored away from permanent or temporary structures where horses are stalled
    Heaters with automatic shutoff settings are used

How often are the following checked or performed?
Fire Extinguishers are checked: Semi-annually
Smoke detectors are checked: Quarterly
Electrical Systems are checked: Monthly
Fence lines are checked: Daily
Turnout Areas are checked: Daily
Sprinkler systems are checked: Not at all/NA
Fire drills are conducted: Quarterly
Review of safety protocols with staff are conducted: Quarterly
Review of safety protocols with volunteers are conducted: Quarterly
The Emergency Preparedness Plan is reviewed and updated: Semi-annually

Equine Transportation
2-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
3-horse trailer with truck or van:
    0 Owned onsite  1 Access onsite but not owned  0 Access offsite;
4-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
6-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
8-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
10-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;


Equine Assisted Activities & Therapies (EAAT)
         
2019 EAAT Operations Mounted Only Unmounted Only Both Mounted & Unmounted Total
Horses/Equines participating in EAAT programs at this facility        
Number of horses/equines aged 3-8 0 0 1 1
Number of horses/equines aged 9-14 0 0 2 2
Number of horses/equines aged 15-20 0 0 2 2
Number of horses/equines Over 20 0 0 1 1
Total number of horses/equines participating in EAAT programs at this facility 0 0 6 6
         
  Mounted Unmounted    
Number of hours per day each horse works 2 1  
Number of days per week each horse works 5 5  
         
Clients participating in EAAT programs at this facility Mounted Only Unmounted Only Both Mounted & Unmounted Total
Total number of individual clients (not lessons) served annually 0 0 65 65
Average number of clients (not lessons) participating in activities per week 0 0 35 35
         
  Mounted Unmounted    
Number of days per week programs are conducted at this facility 5 5  
Number of weeks per year programs are conducted at this facility 40 40  
         
  Mounted Unmounted    
Average wait list time for a client 3 Months 3 Months  
         


NorthWest Therapeutic Riding Center was operational during 2019.

2019 NorthWest Therapeutic Riding Center Equine Care Costs
Actual Horse Care Costs
$8390     Feed (Grain/Hay)
$4156     Bedding
$5318     Veterinarian
$3835     Farrier
$0     Dentist
$825     Other Therapies
$0     Manure Removal
$6837     Medications & Supplements
$1025     Horse Transportation
$1035     Maintenance
$1664     Horse/Barn Supplies
$1284     Horse Care Staff
$1895     Horse Training
$0     Other direct horse-related costs not including overhead or other program costs.
$36264     2019 Total Horse Care Costs
Donated Horse Care Costs
$1440     Feed (Grain/Hay)
$0     Bedding
$0     Veterinarian
$0     Farrier
$0     Dentist
$100     Other Therapies
$0     Manure Removal
$511     Medications & Supplements
$0     Horse Transportation
$12223     Maintenance
$0     Horse/Barn Supplies
$27845     Horse Care Staff
$0     Horse Training
$0     Other direct horse-related costs not including overhead or other program costs.
$42119     2019 Total Donated Costs

Additional Explanation:
Our veterinarian does our horses dental work at their annual exams in the spring (or more often as needed).

Average cost per day per horse: $15
Average length of stay for an equine: 338 days
**Based on a total of 2368 days equines were in the care of this facility during 2019

2019 NorthWest Therapeutic Riding Center Equine Census
6 Total number of horses involved with your programs on January 1, 2019
PLUS: Horse Intake during 2019
1 Donated
0 Free Lease
0 Purchase/Adoption from Owner
0 Purchased from Auction
0 Purchased from Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
0 Returned
0 Transfer
0 Born at facility
1 Total intakes
LESS: Horse Departure during 2019
1 Horses adopted/sold:
0 Horses transferred/returned
0 Horses deceased
0 Horses euthanized
1 Total departures
6 Number of horses involved with your programs on December 31, 2019
6 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
0 Total number of horses permanently retired.

Summary: 6 on 1/1/2019+ 1 Intakes - 1 Departures = 6 on 12/31/2019


Average cost per day per horse: $15
Average length of stay for an equine: 338 days
**Based on a total of 2368 days equines were in the care of this facility during 2019

1 Horse Intake Detail during 2019 0
1 Donated 0
1Norwegian Fjord1 Aged 15-20  1 Mares
0 Free Leased 0
0 Purchased from Owner 0
0 Purchased from Auction 0
0 Purchased from Kill Pen/Feedlot 0
0 Surrendered 0
0 Seized 0
0 Abandoned 0
0 Returned 0
0 Transferred 0
0 Born at facility 0


1 Re-homing Detail Horses adopted/sold by breed, age & gender during 2019:  
1Pony1 Aged 10-14  1 Geldings


FACILITY CENSUS SUMMARY

Total Facilities: 1
NorthWest Therapeutic Riding Center: 2019 - Yes

6 Total number of horses involved with your programs on January 1, 2019
PLUS: Horse Intake during 2019
1 Donated
0 Free Lease
0 Purchase/Adoption from Owner
0 Purchased from Auction
0 Purchased from Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
0 Returned
0 Transfer
0 Born at facility
1 Total intakes
LESS: Horse Departure during 2019
1 Horses adopted/sold:
0 Horses transferred/returned
0 Horses deceased
0 Horses euthanized
1 Total departures
6 Number of horses involved with your programs on December 31, 2019
6 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
0 Total number of horses permanently retired.

Summary: 6 on 1/1/2019+ 1 Intakes - 1 Departures = 6 on 12/31/2019



FACILITY COST SUMMARY

Total Facilities: 1
NorthWest Therapeutic Riding Center

Actual Horse Care Costs
$8390     Feed (Grain/Hay)
$4156     Bedding
$5318     Veterinarian
$3835     Farrier
$0     Dentist
$825     Other Therapies
$0     Manure Removal
$6837     Medications & Supplements
$1025     Horse Transportation
$1035     Maintenance
$1664     Horse/Barn Supplies
$1284     Horse Care Staff
$1895     Horse Training
$0     Other direct horse-related costs not including overhead or other program costs.
$36264     2019 Total Horse Care Costs
Donated Horse Care Costs
$1440     Feed (Grain/Hay)
$0     Bedding
$0     Veterinarian
$0     Farrier
$0     Dentist
$100     Other Therapies
$0     Manure Removal
$511     Medications & Supplements
$0     Horse Transportation
$12223     Maintenance
$0     Horse/Barn Supplies
$27845     Horse Care Staff
$0     Horse Training
$0     Other direct horse-related costs not including overhead or other program costs.
$42119     2019 Total Donated Costs

Average cost per day per horse: $15


EAAT SERVICE PROVIDER INFORMATION


Equine Assisted Activities and Therapies (EAAT):
Our organization provides the following equine-assisted activities and/or therapies (EAAT):
    Therapeutic Horsemanship: Riding
    Therapeutic Horsemanship: Ground-Based Horsemanship
Not Checked:
    Therapeutic Horsemanship: Driving
    Therapeutic Horsemanship: Vaulting
    Equine-Interactive Therapy: Psychotherapy/Counseling (Mental Health)
    Equine-Interactive Therapy: Occupational Therapy, Physical Therapy, Speech-Language Pathology
    Equine-Interactive Learning: Academic and/or Vocational Learning
    Equine-Interactive Learning: Self-improvement, Wellness, Team Building, and/or Personal or Professional Coaching

     1. Hilary Groh

         FACILITY PARTICIPATION:

         NorthWest Therapeutic Riding Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Horsemanship: Riding

         Therapeutic Horsemanship: Ground-Based Horsemanship

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Hilary is a PATH Intl. CTRI, Advanced Instructor and mentor. Hilary is also a Certified Therapeutic Recreation Specialist (CTRS).


     2. Julia Bozzo

         FACILITY PARTICIPATION:

         NorthWest Therapeutic Riding Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Horsemanship: Riding

         Therapeutic Horsemanship: Ground-Based Horsemanship

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Julia is a PATH Intl. CTRI.


     3. Nota Tsitsiragos

         FACILITY PARTICIPATION:

         NorthWest Therapeutic Riding Center

         RELATIONSHIP: Volunteer

         SERVICES PROVIDED:

         Therapeutic Horsemanship: Riding

         Therapeutic Horsemanship: Ground-Based Horsemanship

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Nota is a PATH Intl. CTRI.


     4. Sierra Aubel

         FACILITY PARTICIPATION:

         NorthWest Therapeutic Riding Center

         RELATIONSHIP: Volunteer

         SERVICES PROVIDED:

         Therapeutic Horsemanship: Riding

         Therapeutic Horsemanship: Ground-Based Horsemanship

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Sierra is a PATH Intl. CTRI.