GUARDIAN PROFILE - Last Updated: 06/07/2018
I. GOVERNANCE, MANAGEMENT & CONFLICT OF INTEREST
Chief Staff Officer:  Laurel Palermo
Employees: Full-Time: 0 Part-Time: 0 Volunteers: 30
Does your organization utilize a management company for management and administration? No
Describe your training process for employees and volunteers and the types of human resource documents used in your organization including job descriptions, evaluations, etc. We have a monthly orientation for new volunteers and an apprenticeship program to build relationships. We are currently working on a volunteer handbook. We have job descriptions listed in the bi-laws for the board.
Board meetings per year: 12
Number of Board Members: 14 Number of Voting Board Members: 11
Is Board Chair compensated? No Is Treasurer compensated? No
Are there any other Voting Board Members that are compensated? No
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. Founder and Co-founder are husband and wife. One board member is the niece of the founder and the resident veterinarian.
Are any Board members or Staff associated with and/or compensated by another organization with a relationship or business affiliation to your organization? No
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
1. What percent of your total programs and services are horse-related? 100
2. Describe your specific horse-related programs services or activities:
North Shore Horse Rescue and Sanctuary rescues any unwanted horse and provides a calm stress-free environment for the horses. We are open to the public every day from 10:00 - 4:00. We provide school tour, volunteer hours for organized groups. We have monthly volunteer orientations. We also have a program called Heart2Heart that provides an equine facilitated learning program. Together horse and human begin a journey that leads to a place of trust, healing and awareness through the knowledge of the power of the herd and nondominant patterns of communications.
3. Enter the total number of facilities/locations where the horses used in the conduct of your horse-related programs are housed and cared for: 1
4. Describe your non-horse-related programs, services or activities you provide, including those involving other animals. All of our programs center around the relationship of humans and horses.
5. Does your organization operate programs involved with animals other than horses? No
1. Describe your equine management philosophies, practices, policies and operations with respect
to the use of the horses in your program, including the rehabilitation and retraining (if applicable),
ongoing training, schooling and exercising plan for each horse and your policy as to the number and
condition of the horses accepted by your organization.
We are a verified sanctuary from Global Federation of Animal Sanctuaries. We work hand in hand with GFAS, a veterinarian who provides information and an individual plan for each horse that is rescued. Financially, the numbers of horses rescued to our organization has been compromised. The horses we do have require our full attention and we are committed to their care and well being.
2. Describe how your horses are acquired (adoption, seizure, surrender, donation, purchase,
auction sale, retirement).
We acquire horses that have been surrendered, donated or retired. We do not have the facility at this time to provide for seizure cases on a grand scale.
3. Describe under what circumstances horses leave your organization.
Please describe in detail your horse adoption/fostering practices and procedures including any recruitment initiatives
you have to attract potential adopters.
Please include your policies and practices with respect to horses that are no longer useful or manageable and horses
that need to be retired.
We are listed as an horse sanctuary so we provide for any horse to live out their days in a calm stress-free environment.
4. For new horses, describe your initial assessment process for each horse (i.e. physical examination,
test ride, health record, Coggins test, quarantine, veterinary consult, etc.).
We are a verified sanctuary for the Global Federation of Animal Sanctuaries so we follow their protocol. We have a veterinarian that guides us thru the procedures and rules when we procure a new rescue. Each horse receives a full examine by the veterinarian and receives a health certificate.
5. Describe your overall horse health care plan and how you assess and monitor the health of your
horses on an ongoing basis. Include a description of your vaccination and worming schedule.
Include a description of your health/veterinary care plan for at-risk animals, geriatric horses
and horses with serious issues.
We follow the guidelines established by the Global Federation of Animal Sanctuaries and our veterinarian to design a health program that fits the needs of the individual horse.
6. What is the euthanasia policy? Please include specifically under what circumstances your organization
will euthanize a horse and whether your organization will euthanize a healthy but difficult horse
We only euthanize a horse under the recommendation of a veterinarian where the quality of their life is in jeopardy.
7. What is the breeding policy? Please include specifically if horses become pregnant while in your
care, and if there is a no-breeding clause in the documentation your organization uses to adopt,
donate, sell, etc. a horse:
We do not allow breeding at our facility.
8. Does your organization provide horses to any facility to use in research or medical
9. If your answer to Question 8 is 'Yes', please explain where and for what purpose horses are provided to use in research or medical training? NA
10. Does your organization sell, donate or give a horse to an auction?
11. If your answer to Question 10 is 'Yes', describe under the circumstances where you have sold, donated, or given a horse to an auction, or where you would sell, donate, or give a horse to an auction. NA
12. Does your organization place horses in foster care?
13. If your answer to Question 12 is 'Yes', describe how foster homes are selected, screened, and monitored and address all the questions below for each foster home in the space provided: NA
14. What is the average equine adoption fee/donation received by your organization: $201 to $500
15. Adoption Fee Policies
Adoption fees may vary depending on the equine level of training.
Adoption fees may vary depending on the equine breed.
16. What is your position regarding varying adoption fees vs. one set fee:
Our organization approves of this concept.
17. Provide any additional explanation to your answers if needed:
This section must be completed for each facility/location where the horses used in the conduct of your horse-related programs are housed and cared for. For example, if the applicant is involved with horse rescue and utilizes foster care facilities, the applicant must complete this section for each foster care facility. If the applicant provides equine assisted activities/services to the public at more than one location, the applicant must complete this section for each location that horse-related services are provided. If your organization uses the facility of another organization, please enlist the aid of that organization in answering the questions.
Total facilities at which our organization operates horse-related programs: 1.
Location 1 of 1
North Shore Horse Rescue and Sanctuary
2330 Sound Avenue Baiting Hollow NY 11933
1. Facility General Questions
1. Name of Contact: Laurel Palermo
2. Contact's Phone: 631-334-8258
3. Contact's Email: email@example.com
4. Does your organization own, lease or use a part of this facility? Use
5. If not owned, provide the name, address, phone, email and contact person of the organization(s) and/or individual(s) who owns the facility: Magda Pappalardo
260 Robby Lane
New Hyde Park, NY 11040
6. If your organization does not own this facility, does your organization have a written agreement with the owner? Enter Yes or No. Yes
7. If your organization does not own this facility, 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?
We have an on going lease with the owner and have been on this property for 10 years. Our current lease will expire on 6/2015. We actively look for property to own and have been working with the Town of Riverhead Land Acquisition Committee.
8. If your organization leases or uses a part of this facility, please provide the details as to what services are provided by the owner and if and how the owner is compensated..
The owner of the property provides major repair such as installing a new roof in the spring of 2013. The owner receives $4500 a month for lease of this property.
9. Does your organization operate programs involving horses AT THIS FACILITY that serve individuals with special needs, including but not limited to equine assisted activities and therapies? No
10. Enter the total number of instructors/trainers (full-time and part-time) involved with your organization's horse-related programs at this facility: 1.
2. Facility Horse-Related Questions
1. Enter the total acreage dedicated specifically to the horses: 20
2. Describe the number and type of pastures and paddocks, fencing, enclosures, stabling including barns and run-in sheds. There is one barn that has 10 stalls. There is 7 run-in sheds. There is 2 turn out pastures, a large riding ring, and a small riding ring.
3. Describe how you manage the use of your pastures/paddocks given the size and number of your pastures/paddocks and the number of horses you have at this facility.
Each horse has a paddock to allow free movement. We have a 10 stall barn that is only used in inclement weather. There are horses in the 7 run in sheds which provides shelter during storms. Each horse has the ability to be turned out in two large grazing paddocks. Every horse on the property has a paddock mate or a neighbor within touching range. Small herds within the facility have been established. The farm is sensitive to these herds and helps to maintain the special bonds within each herd.
4. How many hours of daily turnout do the horses get? (Estimate or Average) 24
5. Describe the area where your training, riding and equine related activities are conducted, including what type of footing/surface is utilized and what factors were considered to determine the suitability and condition of the area for the activities conducted.
There is one large riding arena and a small riding ring. Each area has sand footing. The riding areas are assessed after any inclement weather. Riding is not permitted when the ground is frozen or unsafe.
6. Is the facility in compliance with the Care Guidelines for Rescue and Retirement Facilities prepared by the American Association of Equine Practitioners (whether or not your organization is directly involved with rescue and retirement)? Yes
7. If no, please explain and specifically describe the areas in which the facility is not compliant. Not Applicable
8. If this facility is recognized as compliant with the published standards of another applicable organization, and/or accredited by another applicable organization, including any state licensure or registration process, please provide the details.
We are a verified sanctuary for Global Federation of Animal Sanctuaries.
9. Describe the availability/accessibility of emergency horse transportation at this facility.
We have a six horse trailer on the property at all times. We also have a two horse trailer on the property.
10. Do the horses have specific tack assignments? Yes
11. Describe the plan, process and/or procedures to insure appropriate assessment of tack and the use for saddle fittings, tack, blankets, etc.
We have a board member that is in charge of assessing the tack for each rescued horse. The tack room has assigned tack for each horse in a labeled section of the tack room.
12. Describe the system used by your organization to help staff and volunteers readily identify each horse on the property.
We have a pamphlet describing each horse with pictures. Each paddock with rescued horses are clearly identified with a plaque. We have a filing system for each horse in the barn and an emergency file for each horse.
13. Describe your housing plan and the turnout process/plan for horses normally stall bound.
Our horses are turned out 24 hours a day. Horses without run in sheds are only brought into the barn in inclement weather.
14. Describe your feed, feed management plan and your guidelines for the use of supplements.
Each horse is on an individual feeding program and supplement program.
15. How do you use the Henneke Body Conditioning Score to guide you in your hennekeing/exercising/use practices for each horse?
The horses are measured four times a year. Our feeding program is adjusted based on the outcome of the Henneke Body Conditioning Score and consultation of the veterinarian.
16. Please describe your activities to limit or control the advent and spread of disease within your facility (Biosecurity plan). This should include but is not limited to your manure management and disposal procedures, your carcass disposal plan and your parasite control plan. Please indicate the role of your veterinarian in the development and implementation of your overall plan.
The veterinarian assessed the horses at least twice a year. We observe fecal samples once a month to determine any parasite issues.
17. Please describe your emergency preparedness plans that address weather related issues, fire safety procedures and/or any additional hazardous scenarios your facility could potentially experience.
The emergency plan is based on the NC SMART clinic.
18. Please describe the security in place at the facility or facilities to restrict public access and to keep horses safe. Do you have a security system and/or on-premises caretaker?
The founder and cofounder live on the property. The property is fenced in and gated after hours.
19. 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.
Suffolk County SPCA PO Box 6100 Hauppauge, NY 11788 631 382 7722
20. 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.
Suffolk County SPCA PO Box 6100 Hauppauge, NY 11788 631 382 7722
View The Vet Checklist conducted on 03/19/2018
Veterinarian: Caitlin Rooney
Clinic Name: Hoosick Veterinary Clinic Street: 4997 Rt 67 City: Hoosick Falls State: NY Zip: 12090
Phone: 646-772-7579 Email: firstname.lastname@example.org
Instructors assigned to this Facility
(see Instructor Section)
1. Instructor: Victoria Jo Calabro Mortimer
3. Facility Horse-Related Inventory Questions
1-a. Enter the total number of horses involved with your organization's programs that are currently housed at this facility: 16.
1-b. Enter the total number of horses housed at this facility: 16
1-c. Enter the maximum capacity of horses at this facility: 40
2017 Horse Inventory
1-d. Did your organization operate programs involving horses HOUSED AT THIS FACILITY during January 1-December 31, 2017? Please select Yes or No. Yes
14 2-a. Total number of horses housed at this facility involved with your programs on January 1, 2017.
+ 0 2-b. Total number of intakes other than returns including donated, purchased, surrendered or rescued.
+ 2-c. Total number of horses returned.
14 = Total of 2a-2c
- 2 2-d. Total number of horses adopted during the year.
- 2-e. Total number of horses transferred to another facility during the year.
- 2 2-f. Total number of horses deceased during the year.
4 = Total of 2d-2f
10 2-g. Total number of horses housed at this facility involved with your programs on December 31, 2017.
2 2-h. Total number of horses not retired including horses undergoing rehabilitation and/or retraining.
8 2-i. Total number of horses permanently retired.
2017 Horse Care Costs
$ Feed (Grain/Hay).
$ Manure Removal.
$ Medications & Supplements.
$ Horse/Barn Supplies.
$ Horse Care Staff.
$ Horse Training.
$ Other direct horse-related costs not including overhead or other program costs.
$38000 2017 Total Horse Care Costs
$0 2017 Total Donated Horse Care Costs
3650 Grand total of the total number of days each equine was in the care of this facility during 2017.
Average cost per day per horse: $10
Question 3 ($38,000 ) divided by Question 4 (3650).
Average length of stay for an equine: 261 days
Question 4 (3650) divided by total of Questions 2a-c (14).
4. Self Assessment
I. Facility & Grounds
6. Public-Related Questions
(required if programs serve individuals with special needs)
1. How many clients participate in the programs at this facility? 10
2. How many hours per week do you operate the horse-related programs at this facility? 15
3. How many weeks per year do you operate the horse-related programs at this facility? 36
4. What is the average wait list time? 0 Weeks(Weeks/Months/Years)
5. How many hours per day does each horse work? (Estimate or Average)
Mounted: 0.00  Un-Mounted: 1.00  Total: 1
6. How many days per week does each horse work? (Estimate or Average) 3
7. What percent of your programs and services at this facility are mounted (vs. ground-based)? 30%
8. Provide any additional explanation to your answers if needed. This is based on an average. We are an outside facility and are dependent upon the weather at this time.
1. *Instructor: Victoria Jo Calabro Mortimer
North Shore Horse Rescue and Sanctuary
Is the instructor certified by an organization that provides training in the programs, activities and/or services conducted by the organization? Yes
Provide the name of the certifying organization.Morven Park International Equestrian Institute
Enter the year that the certification was awarded. (yyyy)1974
Is the instructor's certification considered 'active' by the certifying organization? Yes
Briefly describe the nature/level of the certification.Certification to teach techniques, equitation, and horse training.
Please use the space below to share any additional information about this instructor. Most of our horses are not ride able. Their needs are assessed once they arrive by the trainer. We practice natural horsemanship with all of the rescues. They receive exercise based on their medical condition by hand walking and grazing. Our rescue is not a riding facility.