MISSION & PROGRAMS

Mission:
Our mission is to support the growth and overall 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 in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS).
Our organization provides outreach and/or public education programs involving horses.
Our organization is directly responsible for the care and shelter of equines involved in our programs.
Over 90% of our total programs and services are equine-related.

Our organization does not CURRENTLY use satellite, overflow, foster, and/or outreach facilities.
Summary of organization's recent accomplishments, goals, strategies to achieve the goals, and capabilities to meet the goals, including its long-term plans to sustain its programs:
Shepard Meadows is entering our third decade of providing equine-assisted services! Over the past few years our programs have grown to include therapeutic/adaptive riding, hippotherapy (physical therapy and speech and language), senior and veterans programs, youth development, equine assisted learning and psychotherapy, equine facilitation and equine Gestalt coaching. In response to community need, our mental health programs have grown alongside our unmounted horsemanship programs.
     
     In 2024, our board of directors adopted a new 3-year strategic plan and revisited our mission, vision and values in concert with the staff. Our new vision is to make a difference in the world, one person at a time through creative, non-traditional, and experiential equine-assisted services (EAS) that are impactful and transformation for the self, family, and larger community. We envision connecting with, challenging and empowering individuals through a holistic lens while bringing mindfulness and joy to all ages. Our values include: compassion, inclusivity, community, innovation, and transformation. We also adopted DEI with the following statement: We believe in the inherent worth and dignity of every individual. SMEC is committed to promoting diversity, ensuring equity and fostering inclusion.
     
     Our herd is happy and healthy. We strive to assure that we meet them exactly where they are. Thanks to the variety of our programming, each equine is able to work within their forte and ability. We pride ourselves on celebrating the differences within our herd in the same way that we do our staff and our participants.
     
     We are excited for our future! We have invested heavily in our facility over the past few years to support our programming and it has paid off. Our future is bright and we are dedicated to continuing serving the ever-changing needs of our community.



Please describe what steps your organization takes to ensure that:
1) all interactions between your equines and people are mutually beneficial and conducted in accordance with the Guidelines for Human-Equine Interactions stated below;
2) all equines in the care of our organization and/or equines that participate in the organization's program have access to clean drinking water at all times; nutritious food in sufficient quantity, including natural forage such as pasture grass and/or hay; appropriate veterinary, farrier, and dental care; shelter and protection from the weather; sufficient safe space to move around comfortably on a daily basis; and daily opportunity to freely interact and have contact with other equines:

1) Our horses are valued partners in our equine-assisted services. The comfort and dignity of our horses is paramount and we truly believe they are sentient creatures. We maintain concise and clear records of their activities and assure that their welfare comes first. Our horses are monitored daily by our professional staff to assure their physical and mental health. Our programs are always conducted in a safe and careful manner, with a true respect and protection for their well-being. Under no circumstance would we risk the health and well-being of one of our herd members or that of our participant by not assessing the equine prior to, during and after an activity. The respect and understanding that we provide our horses is critically important to our organization. We are grateful for their service.
     
     2) Our facility is top-notch and our staff is too. Our equine have housing that matches their temperaments and they are monitored daily. Stalls, pastures and run-in sheds are cleaned two times per day. They have appropriate and regular medical, dental and farrier care. Our paddocks, run-in sheds and fencing are walked daily. We have a caretaker on the property for night-checks and times when the main office is closed. We have our own hay fields, pasture grass, automatic waterers and a feed schedule designed for each unique equine. With 26 acres, our horses are comfortable and happy.

Equine Assisted Services (EAS):
Our organization provides the following Equine Assisted Services (EAS):
    Therapeutic/Adaptive Riding
    Therapeutic/Adaptive Unmounted Horsemanship
    Psychotherapy/Counseling
    Occupational Therapy/Physical Therapy/Speech-Language Pathology
    Academic Learning
    Personal Development Learning

7: Total number of Equine Assisted Service Providers at Shepard Meadows Equestrian Center

     1. Amy Barrett

         FACILITY PARTICIPATION:

         Shepard Meadows Equestrian Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         LCSW, PATH, International ESMHL

     2. Amy Degumbia

         FACILITY PARTICIPATION:

         Shepard Meadows Equestrian Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic/Adaptive Riding

         Therapeutic/Adaptive Unmounted Horsemanship

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Intl Therapeutic Riding Instructor

     3. Andrea Pascariello

         FACILITY PARTICIPATION:

         Shepard Meadows Equestrian Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         M.A., CCC-SLP
Licensed Speech and Language Pathologist

     4. Emily Eschner

         FACILITY PARTICIPATION:

         Shepard Meadows Equestrian Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic/Adaptive Riding

         Therapeutic/Adaptive Unmounted Horsemanship

         DEGREES, LICENSES AND/OR CERTIFICATIONS

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

     5. Nicole Duursema

         FACILITY PARTICIPATION:

         Shepard Meadows Equestrian Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         M.S. Licensed Physical Therapist

     6. Nicole Mulhall

         FACILITY PARTICIPATION:

         Shepard Meadows Equestrian Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Licensed Clinical Social Worker

     7. Shelly Pope

         FACILITY PARTICIPATION:

         Shepard Meadows Equestrian Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic/Adaptive Riding

         Therapeutic/Adaptive Unmounted Horsemanship

         Academic Learning

         Personal Development 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
Educational Leadership Administration and Policy, MEd
Certified School Business Administrator, Doctorate
Equine Gestaltist

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.
     
     Equine-Assisted Psychotherapy - is the combined partnership 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.
     
     Hippotherapy is a physical, occupational, and speech therapy that utilizes the natural gait and movement of a horse to provide motor, and sensory input. It is based on improvement of neurologic functions, and sensory processes, and used for patients with physical, and mental disorders.
     
     Equine-Assisted Learning is offered with a licensed educator and/or licensed mental health professional for youth and others.
     
     Equine Gestalt Coaching is provided by a certified Equine Gestaltist and horse handler in both private and group sessions.
     
     Client Observer Programs – Observer programs may be an EAL program, Veteran, Senior or EAP program, including LCSW, LADC, LPC where the therapist, CTRI and/or educator accompany the client for observational walks outside of the paddocks in the horses’ natural turn-out setting for observation, inquiry and being present.

Overview of our programs involved with providing outreach and/or public education programs involving horses:
     Community Horsemanship and Riding - Mounted and unmounted programs available to all members in the community for personal gains.
     
     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.
     
     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 road races, and festivals.
     
     We offer a Quarterly Educational Speaker Series at the farm in our learning center. The event is free to all members of our community. Topics may include horse management, educating about horses in general, as a partner to help humans, or program offerings in partnership with horses, such as Equine Gestalt Coaching.

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, religious purposes, or a specific religious faith 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. 

Our Programs/Activities that are not equine-related and/or involving animals other than equines:
 We have two goats.

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POLICIES: INTAKE, ASSESSMENT & TRAINING

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 when the equine is acquired from the equine's owner other than by purchase from an auction or kill pen, or by seizure or by abandonment
    The owner is financially responsible for the shipping of the equine to and from the organization
    If health records are not available or are out-of-date, our veterinarian will administer appropriate vaccinations
    A health certificate signed by a veterinarian and dated no more than seven days prior to arrival is provided to our organization either prior to or upon arrival of the equine attesting to the health status of the equine

Trial Period: Check all that apply:
    Equines are on trial for 60 or more days
    The trial period may be reduced based on the equine's progress
    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
    The trial period may be terminated by either the organization or the owner for any reason

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

The typical length of quarantine is:   Up to 10 days

Following arrival of the equine at the facility, the following is performed:
    Physical examination to include temperature, pulse and respiration by a veterinarian upon arrival
    Physical examination to include temperature, pulse and respiration by a trained staff member upon arrival
    A Henneke Body Conditioning Score or other body conditioning score is assigned by a veterinarian upon arrival
    Photographs are taken of each equine upon arrival at the facility and kept with the equine's health records

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

Our organization has the following policies and procedures in place pertaining to the ongoing assessment of horses in its care:
    Physical examination by a veterinarian at least annually
    The Henneke Body Condition score or other body conditioning score is updated at least annually by the veterinarian
    Vaccinations are administered at least annually
    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

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

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)
    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


Horses provided formal training (groundwork or riding):   Daily

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.
     
     Prior to transport to the farm several visits may have occurred 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:
    Our organization does not conduct breeding of equines owned or under the care of our organization.
    Our main facility where our organization conducts its programs does NOT breed equines.

POLICIES: EUTHANASIA

The organization has the following policies related to euthanasia:
    Our organization will never have an equine euthanized for space
    Our organization will have an equine euthanized upon the recommendation of the veterinarian if the equine is a threat to itself, other equines, or people
    Our organization will have an equine euthanized upon the recommendation of the veterinarian 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

The following are authorized to administer the procedure for your organization in accordance with state laws:
    Veterinarian

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

Our organization has the following policies and procedures related to horses that need to be retired, are no longer able to contribute to the mission of the organization, and/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 unmanageable and demonstrates repeated dangerous behaviors, the equine may be euthanized upon the recommendation of the veterinarian
    In the case an equine is unsound and/or unhealthy and cannot be treated to relieve suffering, the equine may be euthanized upon the recommendation of the veterinarian
    The organization will accept financial responsibility for equines in the current care of the organization that need to be retired or are no longer able to contribute to the mission of the organization if all alternatives have been explored to find the equine an appropriate placement and space is not available for the equine to remain at the organization.

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 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 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
    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

Our organization requires references from the following:
    Personal/Other

Transfer of ownership occurs:   Immediately (at the time of adoption/purchase) or less than one year

The average equine re-homing (adoption/purchase) fee received by your organization:
Less than $200


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. If it did become necessary, we would seek to place the horse with an individual already connected with our organization, such as an employee or volunteer that we know well. Alternatively we might place a horse at a retirement facility and assume full financial responsibility along with annual visits.

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 CURRENTLY use satellite, overflow, foster, and/or outreach facilities.

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Shepard Meadows Equestrian Center
733 Hill Street BRISTOL CT 06010
Currently operational
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 9

Maximum capacity of horses at this facility: 20

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

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:  7

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

     1. Amy Barrett
     2. Amy Degumbia
     3. Andrea Pascariello
     4. Emily Eschner
     5. Nicole Duursema
     6. Nicole Mulhall
     7. Shelly Pope

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Shepard Meadows Equestrian Center

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

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Overview: Shepard Meadows Equestrian Center (*Main)
Total acreage dedicated specifically to the horses: 20
Our organization has use of the following at this facility:
Structures/Barns: 1  Run-in sheds: 9
Pastures: 4  Paddocks/Pens/Turnout Areas: 10
Uncovered Outdoor Rings: 1  Covered Outdoor Rings: 0  Indoor Rings: 1






















Are the organization's rules, restrictions and warnings (signage) conspicuously posted in easily accessible locations?    Yes    
Are the organization's emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

Regarding all shelters where horses are housed including run-in sheds:
Do horses have assigned stalls in the barn/structure(s) or exclusively assigned shelter locations where they are separated from other horses with a barrier?    Yes    
How many hours per day, on average, are horses stalled or restricted to these sheltered exclusive shelter locations? 9-12
How often are the stalls/shelters cleaned, i.e., kept in good repair and free of standing water, accumulated waste, sharp objects and debris? 6-7 Days a Week
Do all stalls/shelters allow horses to lie down, stand up and turn around and provide protection from inclement weather (wind, sleet, rain, snow and extreme temperatures)?    Yes    
Are stalls/shelters kept in good repair, with adequate ceiling height, and free of standing water, accumulated waste, sharp objects and debris?    Yes    
Are floors constructed and maintained for both good drainage and traction?    Yes    
Is there a ventilation and circulation system in place to allow free flow of air to control temperature, and humidity, and to prevent air stagnation?    Yes    
Is wiring inaccessible to horses and maintained for safety in all areas of facility?    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    
How many hours per day, on average, are horses turned out:
    Equines are out 9 to 15 hours per day
    Equines are out 24/7 except when they are being trained
    Equines are out 24/7 except when they are used for the conduct of the organization's programs

The following describes the pastures at this facility:
    A dedicated staff person(s) is responsible for pasture management
    All pastures are fenced to prevent escape or injury
    Electric fencing is used; electric wires or tape fence are visibly marked
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
    Pastures have man-made protection for equines (i.e., shelters)

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
    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

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 equines
    There is a practice in place to monitor equines 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)

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Equine Care/Emergency Preparedness: Shepard Meadows Equestrian Center (*Main) 2025 and 2024 This section is required.

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:
    Equines are provided with individualized feeding plans, including supplements, according to the equine's age, breed/type, condition, size, work level and any health issues, consisting of nutritious food provided in sufficient quantity and access to adequate natural forage, or be fed daily, or as recommended by the organization's veterinarian
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    Equines are fed grain in individual stalls
    Staff and/or 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 contaminants, debris and chemicals, protected from weather and other animals, and be positioned or affixed to minimize spillage.
    Medications are kept in a secure area

Is clean, potable water available at all times for all equines, or if not at all times, at least twice daily?     Yes    

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

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

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

Our organization has the following parasite and fly/insect control protocols in place, including remedies used to control flies and insects:
    Fly/Insect Control Remedies:
    Fly Spray Repellent
    Fly Masks
    Fans

The following represent the biosecurity practices in place at facility:
    Our organization follows the biosecurity guidelines of our veterinarian
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    The organization has a written biosecurity plan
    Staff are trained in best practices related to biosecurity
    Volunteers are trained in best practices related to biosecurity
    A specific individual is trained and 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
    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined equines
    Hand sanitizers are available at all primary points of access to sick, affected and/or quarantined equines
    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 removed from the facility - not put in open air piles, and not spread on pastures
    Quarantine areas, such as stalls, aisle ways, paddocks, and common areas, are cleaned (and needed, 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
    Equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Latex gloves, or equivalent gloves, are worn when working with sick, affected and/or quarantined equines

The following represent the manure removal practices in place at facility:
    Manure is piled in an area where equines are not located
    Manure piles are composted or spread on pastures
    Our organization adheres to the manure management guidelines set by the state, local authorities, and/or our organization's veterinarian

The following steps are taken to help staff and volunteers readily identify each horse on the property:
    Equines are assigned the same exclusive stall/shelter location each day
    Name plates are located on the stall/shelter location
    Equines wear halters with nametags
    Equine photos and profiles are available on the website
    Team leaders work with new staff/volunteers until they are able to identify the equines

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 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 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
    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.

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Emergency Preparedness: Shepard Meadows Equestrian Center: *Main This section is required.
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
    The organization has a written emergency preparedness/safety plan (EPP)
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


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 equines are stalled are kept free of dust, cobwebs, trash, cleaning rags, and other flammable items
    Aisles and doorways are kept clear

How often are the following checked or performed?
Fire Extinguishers are checked: Annually
Smoke detectors are checked: Semi-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: 1= Onsite: 0 (0 + 0) + Offsite: 1
2-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  1 Access offsite;
3-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
4-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
6-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
8-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
10-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;

GOVERNANCE, MANAGEMENT & FINANCIAL REPORTING

Financial Reporting
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


Governing Body:
Board meetings per year:  12
Number of Board Members:  15  Number of Voting Board Members:  9

Board Compensation:
Is the Board Chair compensated?  No  Is the 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/Staff Affiliations:
Are any Board members providing services to your organization or compensated by your organization, or are any Board members or staff members 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:  We are designated a Premier Accredited Center by the Professional Association of Therapeutic Horsemanship, International.

Organization documents available on our website:
    Most recent Financials
    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


Staff & Volunteers:
Chief Staff Officer (CSO):  Shelly Whitlock-Pope, Ed.D.
Employees/Independent Contractors:   Full-Time:  4  Part-Time:  10  Volunteers:  50
Staff Recruitment, Screening and Training processes including employees and independent contractors:
    Prospective staff/independent contractors complete a written application/agreement
    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 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 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, 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

Volunteer Recruitment, Screening and Training processes:
    Prospective volunteers complete a written application/agreement
    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.
    Volunteers required to complete a Liability Release/Hold Harmless Agreement
    Volunteers are required to provide Emergency Medical Information
    Volunteers are required to sign a Photo Release
    Volunteers provide parent/guardian information if applicable
    Volunteers carry current health insurance
    Volunteers have written job descriptions
    Volunteers are evaluated on an annual and as needed basis or with any change in their job description
    Volunteers 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
    Volunteers receive training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Volunteers are 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