EQUUS Foundation

MISSION & PROGRAMS

Mission:
Our mission is to support the growth and well-being of all individuals, including those with special needs by providing Equine Assisted Services (EAS) in a safe, caring and professional environment.

Our organization conducts Equine Assisted Services which are in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS).
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 foster, overflow and/or satellite facilities
Number of facilities/locations where horses used in our programs are HOUSED AND CARED FOR or were HOUSED AND CARED FOR during 2020: 1
     1. Shepard Meadows Therapeutic Riding Center, Inc (Main)  * Operational in 2020

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:
Shepard Meadows Therapeutic Riding Center, Inc. is now Shepard Meadows Equestrian Center, Inc. We felt it was time that our name and logo reflected the comprehensive and growing services that we provide. Our association, the Professional Association of Therapeutic Horsemanship, International (PATH, Intl.) has also made changes in the terminology for the industry and we wanted to adopt those changes simultaneously.

     Shepard Meadows provides Equine-Assisted Services (or EAS) under three umbrellas:

     Horsemanship – Unmounted, Therapeutic Riding, Horseback Riding
     Learning – Youth Development and Equine-Assisted Learning
     Therapy – Psychotherapy, Occupational, Physical, Speech

     Community is the foundation of everything we do at Shepard Meadows. Our programs will continue to develop and grow, as they have over the fifteen years since our founding – and this past year with the pandemic. It is critical that we understand and respond to the needs of our community. Current programs include:

     Therapeutic Riding
     Horseback Riding
     Youth Development
     Military Veterans
     Psychotherapy

     The mission of Shepard Meadows remains unchanged. We continue to be a respite of tranquility and we are guided by our values: to care, encourage, inspire, support, trust, and understand.

     We completed two major projects in 2020. The first involves our existing covered arena. We installed metal siding to the covered arena making it an indoor arena available for all seasons. The second is new state of the art lighting at our outdoor arena.

     We've outgrown our little barn in 2021. Our herd, programs and number of participants have doubled over the past few years and our facility needs to catch-up. A new barn and learning center will allow us to do just that!. With proper housing for our therapy horses and an attached learning center, we can safely and more effectively accommodate more participants for equine-assisted services. This dedicated building will provide direct access to both our indoor and outdoor arenas. It also includes a nearly 100 foot-long aisle that will allow for multiple horses to be cross-tied and readied for human-equine horsemanship, learning and therapy. The learning center will have all the resources we need to teach you and others, preparing them for the hands-on experiential learning with our equine partners. Our environmentally friendly plans include a 12 stall barn with a full aisle, wash stall, hay loft and automatic waterers.

Equine Assisted Services (EAS):
Our organization provides the following equine assisted services (EAS):
    Therapeutic Mounted Services
    Therapeutic Unmounted Services
    Equine-Assisted Psychotherapy/Counseling (Mental Health)
    Equine-Assisted Learning involving Academic Learning

Not Checked:
    Therapeutic Driving Services
    Therapeutic Vaulting Services
    Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology
    Equine-Assisted Learning involving Personal and/or Professional Development

Overview of our programs involved with providing EAS to individuals with special needs:
     Therapeutic Horseback Riding - mounted horseback riding for the purpose of contributing positively to the cognitive, physical, emotional and social well-being of people with disabilities through the teaching of horsemanship skills.

     Youth Development - Our Unmounted Equine Assisted Learning (EAL) Program commonly consists of 6 weekly small-group lessons of one hour in length. A growing body of research demonstrates that teaching horsemanship skills can promote emotional and social well-being in participants, serve as character education, and promote the social skills and leadership of youth and children in particular. Specifically, horsemanship grows competencies in responsibility for self and others, as well as forming attitudes and actions that are the hallmark of safe, healthy, and informed communities.

     Veterans Program - Our Veterans Programs are provided at no cost to Veterans and their families, for up to 24 weeks (8 spring, 4 summer, 8 fall, 4 winter) based on available funding. We provide both mounted and unmounted horsemanship programs for physical, emotional, social, recreational and educational gains. NEW for Spring 2020, we are introducing a combined Blacksmithing and Horsemanship program – double the fun and come work in the blacksmith shop with friends, then stay on for horsemanship and/or volunteering around the farm. We need your help!

     Equine-Assisted Psychotherapy - is the combined use of horses, a licensed therapist and an equine specialist working with individuals to address various individual psychotherapy goals. This unique process enables individuals to learn about themselves and others by actually participating in activities with the horses, and then processing/discussing feelings, behaviors and patterns with the therapist.

     Community Lessons - Our programs are open to all members of the community, whether you are looking for general horsemanship classes, or horseback riding lessons. You may be interested in riding again after a hiatus, or perhaps you always wanted to take up horseback riding, but never had the opportunity – we are here to help you reach your goals.

     Individuals who are interested in riding lessons generally follow our Therapeutic Riding Program seasonal program schedules, 8 weeks spring and fall, with two four-week long summer sessions. Winter unmounted horsemanship lessons are also an option.

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:
We have a herd of 10 horses, including one mule and one mini. Our horses are observed, handled and cared for daily with all noticings and variances logged and reported. We have daily discussions about all aspects of their behavior. We track all trainings and usage to assure they are fit and happy, making whatever accommodations are needed. Our policies and procedures assure that the horses are benefiting from their interactions with people.

Community Outreach and/or Public Education:

Overview of our programs involved with providing community outreach and/or public education programs involving horses:
     Community Horsemanship and Riding - Mounted and unmounted programs available to all members in the community when space is available.

     We hold three open-houses per year at the farm. One for Veterans, Volunteers and a Holiday Open House where we provide literature and tours to the public. We also attend several of the special events in our community staffed with our personnel and literature such as health fairs and various races.

EQUINE ASSISTED SERVICES CENSUS

Shepard Meadows Therapeutic Riding Center, Inc
Equine Assisted Services (EAS)


2020 EAS Operations - EAS Providers: 6	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	1	0	1
Number of horses/equines aged 9-14	0	1	1	2
Number of horses/equines aged 15-20	0	0	5	5
Number of horses/equines Over 20	0	1	1	2
Total number of horses/equines participating in EAS programs at this facility	0	3	7	10

	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 EAS programs at this facility	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Total number of individual clients (not lessons) served annually	60	100	0	160
Average number of clients (not lessons) participating in activities per week	30	30	0	60

	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	35	35

	Mounted	Unmounted
Average wait list time for a client	0 Weeks	0 Weeks

EQUINE ASSISTED SERVICE PROVIDERS

Equine Assisted Services (EAS):
Our organization provides the following Equine Assisted Services (EAS):
    Therapeutic Mounted Services
    Therapeutic Unmounted Services
    Equine-Assisted Psychotherapy/Counseling (Mental Health)
    Equine-Assisted Learning involving Academic Learning

1. Amy Degumbia

FACILITY PARTICIPATION:

Shepard Meadows Therapeutic Riding Center, Inc

RELATIONSHIP: Employee

SERVICES PROVIDED:

Therapeutic Mounted Services

Therapeutic Unmounted Services

DEGREES, LICENSES AND/OR CERTIFICATIONS

PATH Intl Therapeutic Riding Instructor

2. Emily Eschner

FACILITY PARTICIPATION:

Shepard Meadows Therapeutic Riding Center, Inc

RELATIONSHIP: Employee

SERVICES PROVIDED:

Therapeutic Mounted Services

Therapeutic Unmounted Services

DEGREES, LICENSES AND/OR CERTIFICATIONS

PATH Intl Certified Therapeutic Riding Instructor PATH Intl Equine Specialist in Mental Health & Learning Safe Sport Trained

3. Lily Bensko

FACILITY PARTICIPATION:

Shepard Meadows Therapeutic Riding Center, Inc

RELATIONSHIP: Employee

SERVICES PROVIDED:

Therapeutic Mounted Services

Therapeutic Unmounted Services

DEGREES, LICENSES AND/OR CERTIFICATIONS

B.S Equine Studies PATH CTRI and ESMHL

4. Nicole Mulhall

FACILITY PARTICIPATION:

Shepard Meadows Therapeutic Riding Center, Inc

RELATIONSHIP: Independent Contractor

SERVICES PROVIDED:

Equine-Assisted Psychotherapy/Counseling (Mental Health)

DEGREES, LICENSES AND/OR CERTIFICATIONS

Licensed Clinical Social Worker

5. Shelly Pope

FACILITY PARTICIPATION:

Shepard Meadows Therapeutic Riding Center, Inc

RELATIONSHIP: Employee

SERVICES PROVIDED:

Therapeutic Mounted Services

Therapeutic Unmounted Services

Equine-Assisted Learning involving Academic Learning

DEGREES, LICENSES AND/OR CERTIFICATIONS

PATH, Intl. Certified Therapeutic Riding Instructor PATH, Intl. Equine Specialist in Mental Health and Learning EAGALA Certified Special Olympics Coach Certified Elementary Education Teacher, MAT Certified School Business Administrator, Doctorate

6. Sister Ann Frances Thompson, FSE

FACILITY PARTICIPATION:

Shepard Meadows Therapeutic Riding Center, Inc

RELATIONSHIP: Employee

SERVICES PROVIDED:

Therapeutic Mounted Services

Equine-Assisted Learning involving Academic Learning

DEGREES, LICENSES AND/OR CERTIFICATIONS

PATH, Intl Certified Therapeutic Riding Instructor Certified Music Teacher Certified Music Therapist

GOVERNANCE, MANAGEMENT & FINANCIAL REPORTING

Staff & Volunteers:
Chief Staff Officer (CSO): Shelly Whitlock-Pope, Ed.D.
Employees/Independent Contractors:   Full-Time: 2  Part-Time: 6  Volunteers: 50
Staff Recruitment, Screening and Training processes including employees and independent contractors:
    Prospective staff/independent contractors complete a written application
    Prospective staff/independent contractors 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
    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
    Staff and/or contractors provide parent/guardian information if applicable
    Staff and/or contractors are carry current health insurance
    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, horse handling, horse 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:
Staff and/or contractors are required to undergo a Background Check
Staff and/or contractors are 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 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, 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 carries current health insurance
    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: 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 or Staff 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 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

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

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
    Staff Handbook

Additional explanation regarding governance, staffing and volunteer practices or further explanation of the answers above.
We do not use a management company.

Budget:  $100K to $500K
Equine Budget:   $50K to $100K
Month Fiscal Year Ends: 09
Type of Financial Reporting (Audit, Review, Compilation): Compilation
Type of IRS Filing (990, 990-EZ, 990-N): 990
Does the uploaded Pro Forma 990/990 represent 2020? 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

Our organization does not acquire horses/equines from the following source(s):
    Auction
    Kill pen/Feedlot
    Return
    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, the owner is responsible for having vaccinations administered.
    If health records are not available or are out-of-date, our veterinarian will administer appropriate vaccinations

Not Checked:

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 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
    The owner is financially responsible for the shipping of the horse to and from the organization
    Horses are on trial up to 60 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
    The trial period may be terminated by either the organization or the owner for any reason

Not Checked:
    Horses are not taken on trial
    Horses are on trial for up to 30 days
    Horses are on trial for 60 or more days
    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
    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

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

The typical length of quarantine is: Up to 10 days

Following arrival of the equine at the facility, the following is performed:
Physical examination by trained barn staff

Not Checked:
    Physical examination by a veterinarian
    Photographs are taken
    A Henneke Body Conditioning Score is assigned
    Physical examination by a farrier
    Physical examination by a dentist
    Coggins test
    Blood work other than Coggins
    Fecal test
    Vaccinations
    De-worming
    The horse is scanned to check for a microchip
    The horse is microchipped if the scan indicates that there is no microchip

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
    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:
Jumping
Driving (Pulling a carriage)

Horses provided formal training (groundwork or riding):   2-3 times per week

Additional information about our intake, assessment & training policies and practices:
Horses are required to have all proper immunizations including Coggins BEFORE coming to the property. This includes a health certificate, all current vaccinations, dental care, de-worming.

     The Henneke Body Condition Score is not used. Prior to transport to the farm several visits may have been taken to evaluate a horse for our program including body condition. If professional staff feel there is any question about a horse, our veterinarian would be called pre-transport for a professional opinion, or after arrival to the farm. All horses are evaluated annually by our veterinarian, usually in the spring.

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 horses.

Not Checked:
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, are permitted to house stallions

POLICIES: EUTHANASIA

The organization has the following policies related to euthanasia:
    Our organization will never have a horse euthanized for space
    Our organization will never have a healthy horse euthanized under any circumstances
    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
    Disposal of the carcass is handled within 24 hours

Not Checked:
Our organization may have a healthy horse euthanized if it is a threat to itself, other horses, or people
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

Our organization has the following re-homing (adoption/purchase) policies and procedures in place:
    All potential adopters/purchasers complete a contract which constitutes the agreement between our organization and the new owner
    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
    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

Not Checked:
    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 are NOT required to provide updates
    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.

The uploaded Re-homing agreement includes the following re-homing (adoption/purchase) statements:
    Our agreement states that re-homed horses CANNOT be sold, auctioned, or given away without prior written approval of our organization
    Our agreement states that re-homed horses cannot be bred
    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 scheduled visits
    Our agreement states that adopters/purchasers can return a horse to our organization free of charge

Not Checked:
    Our agreement states that re-homed horses CANNOT be sold, auctioned, or given away under any circumstances
    Our agreement states that our organization reserves the right to make unannounced visits
    Our agreement states that adopters/purchasers can return a horse to our organization for a fee
    Our agreement states that adopters/purchasers are required to provide updates (photos, vet records) for one year
    Our agreement states that adopters/purchasers are required to provide updates (photos, vet records) for two years
    Our agreement states that adopters/purchasers are required to provide updates (photos, vet records) for three or more years
    None of the statements are included.

Our organization requires references from the following:
Personal/Other

Not Checked:
    Veterinarian
    Farrier
    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:
    Horses 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 unsound and/or unhealthy and cannot be treated to relieve suffering, the horse may be euthanized

Not Checked:
    Horses may be sent to auction
    In the case a horse is unmanageable and demonstrates repeated dangerous behaviors, the horse may be euthanized
    If a suitable home cannot be located within 12 months, the horse may be euthanized

Additional information about our rehoming policies and practices:
It is rare that we would need to rehome a horse. Previous owners have first rights, and free-leased horses are returned to their owners. Horses that have served the organization for some time, are free to retire here (we currently have a 32 year old enjoying her well-deserved retirement). If it did become necessary, we would not advertise, but seek to place the horse with an individual already connected with our organization, such as an employee or volunteer that we know quite well.
View Re-homing Agreement

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 foster, overflow and/or satellite facilities

MANAGEMENT: Shepard Meadows Therapeutic Riding Center, Inc: Main

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

Please list all local, state and federal licenses held by the organization, including the expiration dates, or indicate that no licenses are required at the local, state or federal level. Please also list if this facility is accredited and recognized as compliant with the published standards of an accrediting organization, including the name of the organization and the date of the accreditation.
     We are designated a Premier Accredited Center by the Professional Association of Therapeutic Horsemanship, International.

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.
     CT Humane Society 800-452-0114 Newington / Offices 701 Russell Road Newington, CT 06111 Fox Memorial Clinic 701B Russell Road Newington, CT 06111 Waterford 169 Old Colchester Road Quaker Hill, CT 06375 Westport 455 Post Road East Westport, CT 06880

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. Amy Degumbia
     2. Emily Eschner
     3. Lily Bensko
     4. Nicole Mulhall
     5. Shelly Pope
     6. Sister Ann Frances Thompson, FSE

VETERINARIAN: Shepard Meadows Therapeutic Riding Center, Inc: Main
Veterinarian Assessment conducted on 05/21/2021

Veterinarian: Dr. Christopher Weber
Clinic Name: Salmon Brook Veterinary Hospital
136 Salmon Brook Road
Granby   CT   06035
Phone: 860-653-7238

GROUNDS: Shepard Meadows Therapeutic Riding Center, Inc: Main
Total number of horses involved with your programs at this facility: 10
Total number of horses at this facility INCLUDING those not involved with your programs: 11
Maximum capacity of horses at this facility: 20
Total acreage dedicated specifically to the horses: 24
Our organization has use of the following at this facility:
Structures/Barns: 4  Run-in sheds: 2
Pastures: 2  Paddocks/Pens: 6
Uncovered Outdoor Rings: 1  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?    No
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? 0-3;
How many hours per day, on average, are horses turned out:
    Horses are out 16+ hours per day
    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
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
    Pastures have man-made protection for horses (i.e., shelters)

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
    Electric fencing is used; electric wires or tape fence are visibly marked
    Pastures are rotated
    Pastures have natural protection for horses (i.e., trees)

The following describes the turnout areas other than pastures at this facility:
    This facility has a written plan in place for the maintenance of turnout areas, which includes a schedule for cleaning, manure removal, and dragging
    A dedicated staff person(s) is responsible for the maintenance of turnout areas
    All turnout areas are fenced to prevent escape or injury
    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
    Barbed wire is used for fencing
    Electric fencing is used; electric wires or tape fence are visibly marked

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
    Horses are checked overnight
    No Trespassing signs are posted
    Hold Harmless signs are posted
    Authorized Personnel 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
    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

Not Checked:
    A security guard is present at night
    By Appointment Only signs are posted.
    The property is fitted with a security system monitored by police or a professional service

EQUINE CARE: Shepard Meadows Therapeutic Riding Center, Inc: 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 onsite backup storage system
    Onsite computer with cloud-based backup storage system

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:
    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
    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:
    Horses are assigned a Henneke Body Condition score upon arrival at the facility
    The Henneke Body Condition score is updated at least monthly
    The Henneke Body Condition score is updated at least annually
    The Henneke Body Condition score is updated with each visit by the veterinarian
    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

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:
Our organization does not evaluate the weight-carrying and workload limitations for each equine
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)
    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:
    Size, shape, condition and angle of the hooves
    Our organization does not evaluate the weight-carrying and workload limitations for each equine
    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.

Not Checked:
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
    Fans

The following represent the biosecurity practices in place at facility:
    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
    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
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined horses

Not Checked:
    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
    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
    Horses/equines are not quarantined on arrival.

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 composted or spread on pastures

Not Checked:
    Manure is stored in dumpster(s)
    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:
    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
    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
    Staff/volunteers are provided training on conformation, markings, colors, and breeds

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
    Saddles 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 after each use
    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:
     All horses have specifically assigned tack, apparel and equipment that is not shared
    Saddle pads are 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
    Equines are not ridden; not applicable.

EMERGENCY PREPAREDNESS: Shepard Meadows Therapeutic Riding Center, Inc: 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 horses
    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
    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: Annually
Smoke detectors are checked: Semi-annually
Electrical Systems are checked: Annually
Fence lines are checked: Daily
Turnout Areas are checked: Daily
Sprinkler systems are checked: Not at all/NA
Fire drills are conducted: Semi-annually
Review of safety protocols with staff are conducted: Annually
Review of safety protocols with volunteers are conducted: Annually
The Emergency Preparedness Plan is reviewed and updated: Annually

Equine Transportation
2-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  1 Access offsite;
3-horse trailer with truck or van:
    0 Owned onsite  0 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 CENSUS SUMMARY

Total Facilities: 1
Shepard Meadows Therapeutic Riding Center, Inc: 2020 - Yes

10 Total number of horses involved with your programs on January 1, 2020
PLUS: Horse Intake during 2020
0 Donated
0 Lease
0 Purchase from Owner
0 Auction
0 Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
0 Returned
0 Transfer
0 Born at facility
1 Adoption from Rescue
1 Total intakes
LESS: Horse Departure during 2020
0 Horses adopted/sold:
2 Horses transferred/returned
0 Horses deceased
0 Horses euthanized
2 Total departures
9 Number of horses involved with your programs on December 31, 2020
8 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
1 Total number of horses permanently retired.

Summary: 10 on 1/1/2020+ 1 Intakes - 2 Departures = 9 on 12/31/2020

Total days that equines were in the care of Shepard Meadows Therapeutic Riding Center, Inc. during 2020: 3102

2020 Shepard Meadows Therapeutic Riding Center, Inc Equine Census
10 Total number of horses involved with your programs on January 1, 2020
PLUS: Horse Intake during 2020
0 Donated
0 Lease
0 Purchase from Owner
0 Auction
0 Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
0 Returned
0 Transfer
0 Born at facility
1 Adoption from rescue
1 Total intakes
LESS: Horse Departure during 2020
0 Horses adopted/sold:
2 Horses transferred/returned
0 Horses deceased
0 Horses euthanized
2 Total departures
9 Number of horses involved with your programs on December 31, 2020
8 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
1 Total number of horses permanently retired.

Summary: 10 on 1/1/2020+ 1 Intakes - 2 Departures = 9 on 12/31/2020

1 Horse Intake Detail during 2020 *Error 0
0 Donated 0
0 Leased 0
0 Purchased from Owner 0
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
1 Adoption from rescue *Error 0

Definitions:
Donation: The ownership and custody of the equine is transferred to the organization by its owner/trainer/responsible agent utilizing a donation document.
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 lease document.
Owner Purchase: The ownership and custody of the equine is transferred to the organization by its owner/trainer/responsible agent utilizing a purchase or adoption document.
Auction: The ownership and custody of the equine is transferred to the organization by acquiring the equine at an auction.
Kill Pen: The ownership and custody of the equine is transferred to the organization by acquiring the equine from a kill pen.
Surrender (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.
Seizure: 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.
Abandonment: 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.
Return: 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.
Transfer: 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.
Adoption: The ownership and custody of the equine is transferred to the organization by an organization specializing in the re-homing of equines in transition utilizing a purchase or adoption document.

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.

Equine Assisted Services (EAS): Any activity that incorporates equine interactions and/or the equine environment, mounted or unmounted, to include 1) psychotherapy and/or mental health counseling aimed at achieving goals set forth by the licensed mental health professional and the client, 2) occupational therapy, physical therapy, and speech-language pathology treatment strategies utilizing equine movement set forth by the licensed therapist and the client, 3) horsemanship instruction adapted to the ability/disability of those receiving services, for the purpose of contributing positively to their cognitive, physical, emotional and social well-being conducted by a certified professional, and 4) experiential learning approaches that promote the development of life skills to achieve educational, professional and personal goals conducted by a licensed educator, mental health professional or coach. Please refer to our Guidelines for Conducting EAS for additional information.

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.

Community Outreach: Refers to public education programs aimed at educating the public about the horse-human bond, issues impacting the welfare of horses, and how horses change lives and activities that include, but are not limited to, any activity OTHER THAN Equine Assisted Services (EAS) that require a credentialed service provider, such as off site visits with horses at hospitals, nursing homes, and schools, crisis response, workplace well-being, on site tours, seminars and clinics, camps, community service hours, able-bodied mounted and unmounted lessons, etc.