EQUINE WELFARE NETWORK PROFILE
Charleston Area Therapeutic Riding, Inc.



Charleston Area Therapeutic Riding, Inc.
2669 Hamilton Road
Johns Island, SC 29455

Mailing Address:
P.O. Box 146
Johns Island, SC 29457


Phone: 843-559-6040  MAKE AN INQUIRY

View our WEBSITE


EIN: 57-0937061
Founded: 1991
Profile Last Updated April 22, 2022

Public Charity


SAFE LANDINGS!
Click here to view listing(s) of the program horses we are seeking


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VOLUNTEER OPPORTUNITIES!


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Leader
Minimum Age: 13
We have volunteers help with leading horses during therapeutic riding sessions. These volunteers must have previous horse experience and attend a two hour training at our facility.
Sidewalker
Minimum Age: 13
Sidewalkers walk along students riding horses to provide stability and safety for children and adults with disabilities participating in therapeutic riding.
Equine Welfare Network Guardian
AWARDED ANNUALLY
Effective Date
May 2022

The Guardian Seal of Transparency is awarded annually to recognize an organization's commitment to transparency and accountability by their willingness to make comprehensive data about their programs, horse care practices, and governance available for public scrutiny. The Guardian Seal of Transparency is NOT an endorsement.

We welcome you to donate directly to Charleston Area Therapeutic Riding, Inc.; Charleston Area Therapeutic Riding, Inc. will receive 100% of your donation made here. However, before making a donation, we encourage you to review this organization's Guardian information.

DONATE
Awarded Annually
Effective Date: May 2022
Last Updated: August 06, 2022

MISSION & PROGRAMS

Mission:
To empower children and adults with disabilities to enjoy more active and fulfilling lives through therapeutic horsemanship.

Our organization conducts Equine Assisted Services in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS) and the Optimal Terminology Summit For Services That Incorporate Horses To Benefit People Report. For additional information on the Optimal Terminology Summit, click here.
Our organization provides community outreach and/or public education programs involving horses.
Our organization is directly responsible for the care and shelter of equines involved in our programs.
100% of our total programs and services are horse-related.
Our organization does not use satellite, overflow, foster, and/or outreach facilities
Number of facilities/locations where horses used in our programs are HOUSED AND CARED FOR or were HOUSED AND CARED FOR during 2021: 1
     1. Charleston Area Therapeutic Riding (*Main) Status: 2022 and 2021

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:
For thirty-one years, Charleston Area Therapeutic Riding (CATR) has been helping children and adults with disabilities experience mobility, build confidence and achieve independence through riding and interacting with horses. Six Professional Association of Therapeutic Horsemanship International (PATH Intl.) certified therapeutic riding instructors work together with 150 volunteers and thirteen horses to serve over 160 individuals a year at our 43-acre farm on Johns Island. Over the years, CATR’s programs have expanded to include wounded military veterans and special education students. In October 2016, CATR completed construction on a covered riding arena. The completion of this major facility upgrade provides students with consistent lessons and expanded therapeutic programs. The covered arena has also allowed CATR to become a PATH Intl. educational center for therapeutic riding professionals from all over the country.
     
     In February 2018 and again in March 2020, CATR’s staff and Board of Directors participated in a strategic planning retreat. Our goals for the next five years are to develop an annual fundraising and stewardship plan to ensure on-going sustainability, continue to offer educational opportunities and certifications for EAAT professionals and serve more individuals with disabilities through a variety of equine assisted programs.
     
     As a part of the fundraising plan, CATR’s Executive Director and Philanthropy Director have been working together to identify and cultivate new donors and to meet with existing donors about current programming needs and giving opportunities. In 2020, we launched a planned giving campaign and have raised over $800,000 in pledged bequests for a new endowment to benefit CATR's mission. In addition, a unique fundraising event is coming up in May 2022 with the main goals of reaching a different audience and expanding our donor-base. CATR’s Philanthropy Director conducts on-going research for grant opportunities and business partnerships.
     
     CATR has consistently served more students each year by accommodating individuals from our waiting list and diversifying our programs. New programs in 2021 and 2022 include partnerships with two organizations who serve adults with disabilities, full-day and half-day options for inclusive summer camps and farm visits for first responders and front line health care workers.

Equine Assisted Services (EAS):
Our organization provides the following equine assisted services (EAS):
    Therapeutic Mounted Services
    Therapeutic Vaulting Services
    Therapeutic Unmounted Services
Not Checked:
    Therapeutic Driving Services
    Equine-Assisted Psychotherapy/Counseling (Mental Health)
    Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology
    Equine-Assisted Learning involving Academic Learning
    Equine-Assisted Learning involving Personal and/or Professional Development


Overview of our programs involved with providing EAS to individuals with special needs:
     Since establishment in 1991, Charleston Area Therapeutic Riding’s purpose has been to provide quality therapeutic riding sessions. In the hands of staff, qualified by experience and education, we continue to innovatively fulfill this purpose. In 1995 Charleston Area Therapeutic Riding (CATR) received the Professional Association of Therapeutic Horsemanship International’s (PATH Intl.) top rating of Premier Accredited Center and has maintained that status consistently.
     
     CATR now employs six PATH Intl. certified instructors who are supported by 150 well-trained volunteers. Our staff has extensive experience and education in child development, special education, physical education and equestrian sports. In 1991 we had five students, and now we serve over 160 individuals a year at our facility on Johns Island.
     
     We offer Equine Assisted Activities in a stimulating environment in order for our students to make progress and often try something for the first time. The barn setting, combined with well-trained horses, professional instructors and educated volunteers, is conducive to developing physical, communicative, social and cognitive skills.
     
     CATR’s therapeutic riding programs include Individual Therapeutic Riding Instruction, Veterans Program and the Public School Program.
     
     Individual Therapeutic Riding Instruction is open to children and adults with a disability. We serve a wide range of disabilities including Down syndrome, autism spectrum disorders, cerebral palsy, spina bifida, Prader-Willi syndrome, neurodegenerative disorders and more.
     
     CATR’s Veterans Program delivers horsemanship skills and therapeutic riding to veterans in the tri-county area. Our staff is working to spread awareness and recruit more veterans who could benefit from this program.
     
     The Public School Program provides therapeutic riding to students from self-contained special education classrooms from public schools in Charleston, Dorchester and Berkeley Counties. Participation in CATR’s Public School Program has helped children who were once non-ambulatory build the strength needed to take their first steps outside of a wheelchair. Our program has also given children the motivation to say their first words. With first steps and first words being among the greatest accomplishments of our Public School Program, we also take immense pride in each and every smile of confidence, interactive high-five and delighted laughter from a child with a disability.


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:
     Before horses are accepted into CATR’s program, they undergo an initial assessment by a veterinarian. Qualified staff members also evaluate each horse’s conformation, overall health, temperament and level of training. CATR horses then go through a four-week training program that includes exposure and desensitization to adaptive equipment, toys, volunteers, unbalanced riders and more. Should a horse display discomfort to any aspect of an equine assisted activity during training or when working in the program, they are given additional training until they are more comfortable. If the problem cannot be resolved, the horse will not be used for the activities or scenarios that cause the discomfort. For example, two CATR horses have clearly shown that they do not like side walkers. Staff members worked with both horses, but they were still very unhappy with volunteers in their space. These horses now work only with students who do not need volunteer support in the form of side walkers.
     
     All horses have an individual file with notes about their strengths and weaknesses, tack assignments, daily and weekly workloads, weight capacity and on-going training. Each horse receives cross-training and exercise (lungeing, long-lining, trail riding, flat-work, jumping) depending on their needs by staff on a weekly basis. Horses’ health and behavior are monitored daily and updates are made to their work, training, tack and care as needed.
     
     In an effort to ensure the horses’ performance and health is being monitored even more closely, CATR hired a Program Director in 2020. One of her primary responsibilities is equine management in all of CATR’s equine assisted programs. She communicates with the Barn Manager and the rest of the staff as issues arise and works with the staff to develop and implement plans to keep each horse happy and healthy. In addition, in February 2021 and again in the summer of 2021, CATR’s entire staff participated in workshops by professional horsemen specializing in natural horsemanship. The goal of this continuing education was to improve the well-being of CATR's herd. Topics ranged from practicing mindful and polite grooming routines to herd observation and more.


Community Outreach and/or Public Education:
Overview of our programs involved with providing community outreach and/or public education programs involving horses:
     CATR offers several workshops and clinics by professional horsemen that are open to the public each year. We also offer an English Riding Lesson Program for able-bodied students. In addition, we provide presentations for higher-education institutions like the Medical University of South Carolina Occupational and Physical Therapy Departments and the Centenary University Equine Studies Department. For the first time in 2022, we offered a Volunteer Education Day covering topics like herd observation and advanced side walking techniques.

Research/Medical Use of Equines:
Our organization has never made, and would not ever consider making, equines available for research studies or medical training that involves invasive procedures and/or that which may cause pain or suffering to the equine. 

Religious Affiliation:
Our organization does not promote religious education or religious purposes or use donations for religious education or religious purposes; require participants to be of a certain faith; require participation in religious, instruction, activities or services; or require participation in prayer, worship, religious instruction or other religious activities as a condition of receiving social or secular services offered. 

Auction Donation:
Our organization has never allowed, or would not consider allowing, an equine to be sold, transferred, released, or otherwise placed into possession of any person or organization that would cause or allow the equine to be sold at auction for slaughter. 

EQUINE ASSISTED SERVICES CENSUS

Charleston Area Therapeutic Riding
Current EAS Providers: 6
         
2021 EAS Operations Mounted Only Unmounted Only Both Mounted & Unmounted Total
Horses/Equines participating in EAS programs at this facility        
Number of horses/equines aged 3-8 0 0 0 0
Number of horses/equines aged 9-14 0 0 2 2
Number of horses/equines aged 15-20 1 1 1 3
Number of horses/equines Over 20 1 3 4 8
Total number of horses/equines participating in EAS programs at this facility 2 4 7 13
         
  Mounted Unmounted    
Number of hours per day each horse works 2 1  
Number of days per week each horse works 5 3  
         
Clients participating in EAS programs at this facility Mounted Only Unmounted Only Both Mounted & Unmounted Total
Total number of individual clients (not lessons) served annually 0 50 90 140
Average number of clients (not lessons) participating in activities per week 0 10 40 50
         
  Mounted Unmounted    
Number of days per week programs are conducted at this facility 6 6  
Number of weeks per year programs are conducted at this facility 40 40  
         
  Mounted Unmounted    
Average wait list time for a client 6 Months 3 Months  
         



EQUINE ASSISTED SERVICE PROVIDERS


Equine Assisted Services (EAS):
Our organization provides the following Equine Assisted Services (EAS):
    Therapeutic Mounted Services
    Therapeutic Vaulting Services
    Therapeutic Unmounted Services

6: Total number of Equine Assisted Service Providers at Charleston Area Therapeutic Riding

     1. Amanda Gerald

         FACILITY PARTICIPATION:

         Charleston Area Therapeutic Riding

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Vaulting Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Intl. Advanced Instructor
PATH Intl. Interactive Vaulting Instructor


     2. Andrea Smith

         FACILITY PARTICIPATION:

         Charleston Area Therapeutic Riding

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Intl. Registered Instructor


     3. Anja Cain

         FACILITY PARTICIPATION:

         Charleston Area Therapeutic Riding

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Vaulting Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Intl. Advanced Therapeutic Riding Instructor
PATH Intl. Interactive Vaulting Instructor


     4. Elizabeth Carlisle

         FACILITY PARTICIPATION:

         Charleston Area Therapeutic Riding

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Intl. Registered Instructor


     5. Kenna Brookshire

         FACILITY PARTICIPATION:

         Charleston Area Therapeutic Riding

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Vaulting Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Intl. Registered Instructor
PATH Intl. Interactive Vaulting Instructor-in-Training


     6. Meggett Lavin

         FACILITY PARTICIPATION:

         Charleston Area Therapeutic Riding

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Intl. Registered Instructor


GOVERNANCE, MANAGEMENT & FINANCIAL REPORTING

Staff & Volunteers:
Chief Staff Officer (CSO):  Colleen K. Trepen
Employees/Independent Contractors:   Full-Time:  5  Part-Time:  10  Volunteers:  150
Staff Recruitment, Screening and Training processes including employees and independent contractors:
    Prospective staff/independent contractors complete a written application/agreement
    Staff and/or contractors are required to complete a Liability Release/Hold Harmless Agreement
    Staff and/or contractors are required to provide Emergency Medical Information
    Staff and/or contractors are required to sign a Photo Release
    Prospective staff/independent contractors are required to undergo a Background Check
    Staff and/or contractors provide parent/guardian information if applicable
    Staff and/or contractors have a written job description
    Staff and/or contractors are evaluated on an annual and as needed basis or with any change in their job description
    Staff and/or contractors are updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Staff and/or contractors receive training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Staff and/or contractors have a supervisor and is responsible for keeping their supervisor up to date on work related activities
    The organization provides a handbook to every member of the staff, including employees and/or independent contractors serving in staff positions;
    The handbook includes information, such as hours of work, vacation, sick leave, dress code, cell phone usage, and the protocol for dismissal
    The handbook is reviewed annually and updated
    One or more staff members or contractors are trained in CPR and human first aid
    One or more staff members or contractors are trained in equine first aid
Not Checked:
    Our organization has a practice in place to ensure that the organization has sufficient knowledge of the background of prospective staff and independent contractors that may impact the safety of your clients and your horses, such as whether prospective staff/independent contractors serving in the capacity as staff have been convicted of a sexual offense or convicted for animal cruelty or neglect. Such practices must comply with local, state, and federal mandates.
    Staff and/or contractors carry current health insurance
    Staff and/or contractors are subject to Random Drug Screening

Volunteer Recruitment, Screening and Training processes:
    Prospective volunteers complete a written application/agreement
    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
    Prospective volunteers are required to undergo a Background Check
    Every volunteer provides parent/guardian information if applicable
    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 an annual and as needed basis or with any change in policy or procedure
    Every volunteer receives training that includes safety guidelines, confidentiality, equine handling, equine 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:
    Our organization has a practice in place to ensure that the organization has sufficient knowledge of the background of prospective volunteers that may impact the safety of your clients and your horses, such as whether prospective volunteers have been convicted of a sexual offense or convicted for animal cruelty or neglect. Such practices must comply with local, state, and federal mandates.
    Every volunteer carries current health insurance
    Every volunteer is subject to Random Drug Screening

Governing Body:
Board meetings per year:  11
Number of Board Members:  8  Number of Voting Board Members:  8

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, Staff or Program Participants related to each other through family or business relationships? No

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? No

Conflict of Interest:
Does your organization have a written conflict of interest policy that ensures that any compensated board member is a NON-VOTING (Independent) board member or that any compensated board member or any board member related to a compensated staff member, independent contractor, or any related board members, or any individual or organization that might benefit from a board decision, abstains from voting on issues impacting such compensation and requires officers, directors or trustees, and key employees to disclose at least annually in writing interests that could give rise to conflicts?  Yes


Compliance:
Below is a list all local, state and federal licenses held by the organization, and/or accreditations or compliances with the published standards of an accrediting organization, if applicable:  CATR is a PATH International premier accredited therapeutic riding center and is compliant with all PATH International mandatory standards.

Organization documents available on our website:
    Volunteer Handbook

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

Budget:  $500K to $1M
Equine Budget:   $150K to $250K
Month Fiscal Year Ends: 06
Type of Financial Reporting (Audit, Review, Compilation): Review
Type of IRS Filing (990, 990-EZ, 990-N): 990
Does the uploaded Pro Forma 990/990 represent 2021? Yes
View The IRS Form 990/Pro Forma 990

POLICIES: ACQUISITION


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

Our organization does not acquire horses/equines from the following source(s):
    Auction  
    Kill pen/Feedlot  
    Surrender  
    Seizure  
    Abandonment  

Our organization will accept the following:
    Geldings
    Mares

Not Checked:
    Pregnant Mares
    Foals
    Stallions
    Only Stallions to be castrated

POLICIES: INTAKE, ASSESSMENT & TRAININING

Prior to a horse being accepted and/or arriving at the facility, the organization requires the following with respect to the health status of the horse:
    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.

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

Following arrival of the equine at the facility, the following is performed:
    Physical examination by trained barn staff
    Photographs are taken of each equine upon arrival at the facility and kept with the equine's health records
    A Henneke Body Conditioning Score or other body conditioning score is assigned
    Physical examination by a farrier
Not Checked:
    Physical examination by a veterinarian upon arrival and/or prior to quarantine departure
    Physical examination by a dentist
    Coggins test
    Blood work other than Coggins
    Fecal test
    Vaccinations
    De-worming
    The equine is scanned to check for a microchip
    The equine is microchipped if the scan indicates that there is no microchip

Upon intake, the organization has the following quarantine policy in place:
    The equine is confined to a designated and separate area for isolation and quarantine at the facility for a prescribed period of time
Not Checked:
    The equine is confined to a designated and separate area for isolation and quarantine off-site for a prescribed period of time
    The equine is not quarantined

The typical length of quarantine is:   Up to 10 days

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)

Our organization has the following policies and procedures in place pertaining to the ongoing assessment of horses in its care:
    Photographs are taken of each equine annually and kept with the equine's health records
    Equines at our facility may be treated by an equine chiropractor
    Equines at our facility may be treated by an equine acupuncturist
    Equines at our facility may be treated by an equine massage therapist
    Equines at our facility may be treated by an equine nutritionist
    Physical examination by a veterinarian at least annually
Not Checked:
    The Henneke Body Condition score or other body conditioning score is updated at least monthly
    The Henneke Body Condition score or other body conditioning score is updated at least annually
    Photographs are taken of each equine monthly and kept with the equine's health records
    
    
Our organization has the following policies and procedures in place pertaining to the weight-carrying or workload capabilities of horses/equines that are ridden in our care:
    Our organization evaluates at least annually and maintains a written record of the weight-carrying and workload limitations for each equine that is ridden
Not Checked:
    Our organization does not evaluate the weight-carrying and workload limitations for each equine that is ridden
    No equines are ridden; not applicable

The following variables are considered in determining the weight-carrying and workload limitations for each equine that is ridden:
    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:
    Our organization does not evaluate the weight-carrying and workload limitations for each equine that is ridden
    No equines are ridden; not applicable


Horses provided formal training (groundwork or riding):   Weekly

Additional information about our intake, assessment & training policies and practices:
All horses are checked regularly by the Barn Manager, the Program Director and a veterinarian for changes in weight and/or amount of body fat.


POLICIES: BREEDING

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


POLICIES: EUTHANASIA

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

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. Our organization prohibits euthanasia under any circumstances


POLICIES: RE-HOMING

View Re-homing Agreement
Our organization has the following re-homing (adoption/purchase) policies and procedures in place:
    All potential adopters/purchasers complete a written contract which constitutes the agreement between our organization and the new owner
    Our organization does NOT re-home an equine to first time equine owners
    Our organization will only re-home an equine to a location where another equine resides
    Potential adopters/purchasers must visit our organization and be observed with the equine on site
    The distance of a potential adopter/purchaser's home from our facility is a consideration for when re-homing an equine
    Our organization conducts a site visit of the adopter/purchaser's facility before the transfer of the equine to the adopter/purchaser's facility
    Potential adopters/purchasers are encouraged to do a short-term, on-site foster with the equine
    Adopters/purchasers are NOT required to provide updates
Not Checked:

The uploaded Re-homing agreement includes the following re-homing (adoption/purchase) statements:
    The agreement reflects that any individual or organization in possession of the equine as of the date of the agreement and any time thereafter is bound to not sell the equine at auction for slaughter or allow the equine to be sold, transferred, released, or otherwise placed into possession of any person or organization that will cause or allow the equine to be sold at auction for slaughter.
    The agreement states that should the adopter decide to re-home the equine, our organization must grant approval of any individual or organization intending to take possession of the equine for any reason prior to the equine being placed into the possession of such individual or organization, including being provided written notification of the name, address, and telephone number of any individual or organization intending to take possession of the equine for any reason.
    The agreement states that the terms of our organization's agreement will be binding on any future individual or organization taking and/or in possession of the equine for any reason.
    The agreement states that re-homed equines cannot be bred
    The agreement states that if there is any breach of contract the equine must be returned to our organization
Not Checked:
    The agreement states that should the adopter decide to re-home the equine, our organization must be notified of the name, address, and telephone number of any individual or organization intending to take possession of the equine for any reason prior to the equine being placed into the possession of such individual or organization.
    The agreement states that re-homed equines CANNOT be sold, adopted, transferred, auctioned, released, given away, or otherwise placed into the possession of another individual or organization under any circumstances.
    The agreement states that our organization reserves the right to make unannounced visits
    The agreement states that our organization reserves the right to make scheduled visits
    The agreement states that adopters/purchasers can return an equine to our organization free of charge
    The agreement states that adopters/purchasers can return an equine to our organization for a fee
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for one year
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for two years
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for three or more years
    None of the statements are included.
    The organization does not re-home equines under any circumstances; our organization retains custody of our equines and ensures care of the equines for their lifetimes.
    Our organization does not have the authority to transfer ownership and/or does not own any of the equines involved with our programs.

Our organization requires references from the following:
    Veterinarian
    Farrier
Not Checked:
    Personal/Other
    Not applicable or no references required.

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

The average equine re-homing (adoption/purchase) fee received by your organization:
Not applicable; None received

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:
    Equines may remain at our organization for their lifetimes
    Equines may be found suitable homes by our organization
    Equines may be returned to their owners
    In the case an equine is unsound and/or unhealthy and cannot be treated to relieve suffering, the equine may be euthanized
Not Checked:
    Equines may be sent to auction
    In the case an equine is unmanageable and demonstrates repeated dangerous behaviors, the equine may be euthanized
    If a suitable home cannot be located within 12 months, the equine may be euthanized
    If a suitable home cannot be located, and space is not available for the equine to remain at the organization, the organization will secure a suitable home for the equine and accept financial responsibility for the lifetime of the equine


EQUINE CARE & SHELTER/FACILITY INFORMATION

Total facilities at which our organization cares for and shelters horses used in our programs: 1
Our organization does not use satellite, overflow, foster, and/or outreach facilities



MANAGEMENT: Charleston Area Therapeutic Riding: *Main

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

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.
     Sergeant D. Willis 3505 Pinehaven Drive Charleston Heights, SC 29405 843-329-1551 dwillis@charlestoncounty.org

Does your organization conduct Equine Assisted Services (EAS) at this facility in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS)? Yes

Total number of Equine Assisted Service Providers AT THIS FACILITY, including instructors, specialists, therapists, counselors, coaches and/or facilitators (full-time, part-time, volunteer, independent contractors, and/or providers accompanying clients) that conduct Equine Assisted Services (EAS) in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS) AT THIS FACILITY:  6

Equine Assisted Service Providers Assigned to this Facility: (see Equine Assisted Service Provider Section below for details)

     1. Amanda Gerald
     2. Andrea Smith
     3. Anja Cain
     4. Elizabeth Carlisle
     5. Kenna Brookshire
     6. Meggett Lavin

VETERINARIAN INFORMATION: Charleston Area Therapeutic Riding: *Main
Charleston Area Therapeutic Riding: Vet Assessment conducted on 2022-04-25

Veterinarian: Sally Banner Brown, DVM
Clinic Name: Charleston Equine Clinic
122 Kay Lane
Summerville   SC   29483
Phone: 843-875-5133


GROUNDS: Charleston Area Therapeutic Riding: *Main
Total number of horses involved with your programs at this facility: 13
Total number of horses at this facility INCLUDING those not involved with your programs: 17
Maximum capacity of horses at this facility: 27
Total acreage dedicated specifically to the horses: 43
Our organization has use of the following at this facility:
Structures/Barns: 4  Run-in sheds: 1
Pastures: 6  Paddocks/Pens: 2
Uncovered Outdoor Rings: 2  Covered Outdoor Rings: 1  Indoor Rings: 0


















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 inches 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:
    Equines are out 9 to 15 hours per day

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 equines (i.e., trees)
    Pastures have man-made protection for equines (i.e., shelters)
Not Checked:
    This facility does not have pastures where equines 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

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 equines (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:
    By Appointment Only signs are posted.
    Entrance gates are locked at night
    Visitors are only permitted at specific times
    Visitors are only permitted in specific areas
    The property is fitted with motion lights
Not Checked:
    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 equines
    A security guard is present at night
    Equines are checked overnight
    No Trespassing signs are posted
    Hold Harmless signs are posted
    Authorized Personnel Only signs are posted
    Visitors are always accompanied by staff (or volunteers)
    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)
    The perimeter of the property is fully fenced


EQUINE CARE: Charleston Area Therapeutic Riding: *Main
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

The following items are consistent with our feed management plan and practices:
    Equines 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
    Equines are fed in individual stalls
    Equines are fed in groups
    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:

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

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
    Fecal testing is performed prior to the use of a de-wormer.
Not Checked:
    The protocol for each equine is determined in consultation with a veterinarian
    A de-wormer is used without fecal testing

Fly/Insect Control: What remedies are used to control flies and insects?
    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, the UC Davis Biosecurity Guidelines, and/or the biosecurity guidelines of our veterinarian
    The organization has a written biosecurity plan
    All staff are trained in best practices related to biosecurity
    A specific individual is assigned to care for sick, affected and/or quarantined equines
    Sick, affected and/or quarantined equines are cared for last if the caretaker must also care for healthy equines
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined equines
    Hand sanitizers and footbaths are available at all primary points of access to sick, affected and/or quarantined equines
    Manure and bedding from sick, affected and/or quarantined equines 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
    Trailers/vans used by sick, affected and/or quarantined equines are cleaned and disinfected after each use and cleaning takes place away from where equines are sheltered
    Equipment used by sick, affected and/or quarantined equines is not shared and is clearly labeled
    Shared equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Latex gloves are worn when working with sick, affected and/or quarantined equines
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined equines
Not Checked:
    All volunteers are trained in best practices related to biosecurity
    Equines are not quarantined on arrival.

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

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

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
    Saddles are shared
    Saddle pads are shared
    Blankets, sheets and turn out apparel are fitted and utilized for each equine appropriate to the equine's needs and the weather conditions
    Blankets, sheets and turn out apparel are cleaned regularly as needed
    Tack is cleaned after each use
    Tack is inspected for overall working condition before each use by trained personnel
    Tack is assessed for fit by trained personnel when an equine's body condition changes
    Tack is assessed for fit by trained personnel when an equine's disposition changes
    This facility enlists the services of a professional saddle fitter at least once a year
    Assigned tack is clearly labeled
    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:
     All equines have specifically assigned tack, apparel and equipment that is not shared
    Bridles are shared
    Bits are shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
     Halters are shared
    Tack is cleaned weekly
    Tack is cleaned only when needed
    Tack is assessed for fit before each use by trained personnel
    Tack is stored in a climate-controlled location
    No equines are ridden; not applicable.

EMERGENCY PREPAREDNESS: Charleston Area Therapeutic Riding: *Main
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 equines
    Evacuation plans
    Power outages
    Fire
    Natural Disasters - thunderstorm, hurricanes, earthquakes, tornados, etc
    Protocols to notify emergency personnel
    Building/facility exit plans
Not Checked:
    Terrorist attacks


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

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

Equine Transportation
Access offsite: 2 2-horse van/trailer with truck
Access offsite: 1 4-horse van/trailer with truck


EQUINE CENSUS SUMMARY

Total Facilities: 1
Charleston Area Therapeutic Riding: 2021 - Yes

14 Total number of horses involved with your programs on January 1, 2021
PLUS: Horse Intake during 2021
0 Donated
0 Lease
1 Purchase from Owner
0 Auction
0 Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
0 Returned
0 Transfer
0 Born at facility
0 Adoption from Rescue
1 Total intakes
LESS: Horse Departure during 2021
2 Horses adopted/sold:
0 Horses transferred/returned
0 Horses deceased
0 Horses euthanized
2 Total departures
13 Number of horses involved with your programs on December 31, 2021
11 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
2 Total number of horses permanently retired.

Summary: 14 on 1/1/2021+ 1 Intakes - 2 Departures = 13 on 12/31/2021

Total days that equines were in the care of Charleston Area Therapeutic Riding, Inc. during 2021: 4801

2021 Charleston Area Therapeutic Riding Equine Census
14 Total number of horses involved with your programs on January 1, 2021
PLUS: Horse Intake during 2021
0 Donated
0 Lease
1 Purchase from Owner
0 Auction
0 Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
0 Returned
0 Transfer
0 Born at facility
0 Adoption from rescue
1 Total intakes
LESS: Horse Departure during 2021
2 Horses adopted/sold:
0 Horses transferred/returned
0 Horses deceased
0 Horses euthanized
2 Total departures
13 Number of horses involved with your programs on December 31, 2021
11 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
2 Total number of horses permanently retired.

Summary: 14 on 1/1/2021+ 1 Intakes - 2 Departures = 13 on 12/31/2021


1 Horse Intake Detail during 2021 0
0 Donated 0
0 Leased 0
1 Purchased from Owner 0
1Quarter Horse1 Aged 6-9  1 Geldings
0 Auction 0
0 Kill Pen/Feedlot 0
0 Surrendered 0
0 Seized 0
0 Abandoned 0
0 Returned 0
0 Transferred 0
0 Born at facility 0
0 Adoption from rescue 0

2 Re-homing Detail Horses adopted/sold by breed, age & gender during 2021:  
1Thoroughbred1 Aged 15-20  1 Geldings
1Warm Blood1 Aged 15-20  1 Mares

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