MISSION & PROGRAMS

Mission:
Bluemont Sanctuary is a 501(c)3 Non-Profit Organization located in beautiful Colts Neck, New Jersey. Bluemont’s business model is one of permanence, every rescue that walks through the barndoors, stays for life. Regardless of an animal’s age or medical conditions, the goal is to provide each one with a soft landing; which includes acres to roam, plenty of hay to eat, any medications that they need, and a herd and family to call their own. Under this model, every animal gets to live as naturally as possible and will never be adopted out, ridden, or used in any way. Never again will they be subjected to the hard life that they once knew. In addition to caring for the animals at Bluemont, the sanctuary founders also assist other sanctuaries as well as law enforcement with larger neglect cases

Our organization provides programs involved with equine rescue & retirement
Our organization provides outreach and/or public education programs involving horses.
Over 75% of our total programs and services are equine-related.
Our organization is directly responsible for the care and shelter of equines involved in our programs.
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:
In The last year Bluemont has continued its work to elevate its programs on a number of fronts
     
     1) Enhance our Staff
     - Added a mid-day shift to our staff to allow a additional watchful eye for more hours of the day
     - Allows for additional specialized care for Seniors and medical cases
     - Increased our Staff meetings and trainings
     
     
     2) Enhanced our Volunteer Program
     - Updated our Volunteer handbook to nearly 40 pages of education and instruction
     - Introduced Tuesday Master Classes (process of offering additional training in specialized areas to help enhance our volunteers)
     
     3) Enhanced Our Facilities
     - Installed Expanded Shelters in a number of paddocks allowing for greater space / shade and optionality for weather
     - Installed a additional hay driveway and storage to allow larger deliveries of feed and hay and easier delivery in inclement weather.
     
     4) Offered Hospice Care to Ferra
     - Bluemont keeps a spot open at the Sanctuary at all times for an animal in need of hospice care
     - We feel it is right to always keep a spot for this service
     - Essentially someone in need of a soft transition to their next steps because pain or other issues can not be appropriately medically managed in the long term
     - We always take these cases on with consultation of our Vet and other service providers
     - In 2024 we were able to give Ferra months of love - safety - friend and a full belly and when the time was right a peaceful crossing without fear
     
     5) Continued Our Mission Of Education and Advocacy:
     - Helped Many in our community as well as nationally with networking
     - Helped many with insights and advise
     - Used our platform for advocacy for the best of the animal
     
     6) Continued Enhancement Of Standard Animal Care
     - Addition of a PEMF Machine and Treatment Plan To The Sanctuary
     - Addition of a holistic consultant and herbal protocol to the Sanctuary
     - Addition of Weekly Acupuncture treatment to those in need at the Sanctuary
     - Expansion of standard of health record and schedule tracking with integration of Barn Manager App for one touch look back


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:

Bluemont's Model Focuses Strictly On The Animal As The Top Priority.
     - All Animals Stay At Bluemont For Life
     - We Don't Adopt Out
     - We Don't Rehome
     - We Don't require work
     - We Don't offer therapeutic riding programs etc.
     
     Our Entire Mission is focused on the animal being a animal
     - Having the 3 F's
     - Friends
     - Forage
     - Freedom
     
     Our Animals Get Loving Human Interaction But Curated
     - We are not open to the public
     - The goals of our animals are to just be animals daily
     - We strictly have interactions from loving staff and volunteers
     - All Staff and Volunteers are trained on reading animal signs and behaviors and giving the love or the space an animal desires.
     
     We Pride Ourselves On Animal Care Program
     - Customized Supplementation
     - 24/7 Access to Forage in multiple locations per paddock in Slow Feed Boxes or Baskets to prevent eating off ground and ingesting dirt
     - Multiple water sources per paddock with multi time per week draining and cleaning schedule based on season
     - Animals live our in pastures (As natural as we can allow them to live) but with adequate shelter
     - All Shelters are new within the last 5 years - are outfitted with Fans / Electric / Stall Mats / Hay Racks / Fly Sprayers / Salt Blocks
     - All animals live in bonded heard where everyone has consistent access to shelter
     - All animals have health and medical checks twice a day with a regimented medical care program depending on needs and age

Equine Transition Services:
Overview of our programs involved with rescue, rehabilitation, retraining, re-homing and/or retirement:
     We rescue from a various places. Which include kill pens - Owner Turn In - Neglect Cases etc. Our goal is to help all types from those at the end of the line but also those at risk horses before they enter the system. We then bring them to our sanctuary - We address health issues (EPM Treatment - Medical Issues - Rehabilitation etc.) not for riding or adoption but for the care and health of the horses. We then give them lush pastures or dry lots depending on needs and metabolic issues and allow them to enjoy their lives work free in herds. We do not rehome our sanctuary residents and they are never put into work nor do we break up bonds and herds. This is safe retirement with shelter access to 24/7 forage and love.
Overview of our programs involved with providing outreach and/or public education programs involving horses:
     Our primary focus is the animals, however do we do work with the community as well.
     
     - Interviews to educate and advocate
     
     - Working with local school for internship programs or education days
     
     - Volunteers ages 13-80 that help care and provide love but also spread the message of a horse is forever and standards of gentle consent and care
     
     - Partnership with Operation Hope that does equine assisted therapy (unmounted) with veterans / children and first responders
     
     - Working with police and prosecutors offices on a multitude of neglect cases over the years to help save and find appropriate placement for animals

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 are primary focused on equines and have a mixture of Minis - Donkeys - Horses and Drafts
     
     - However we have additional programs that have grown over the years including goats - Chickens - Cats
     
     These programs are decent in size however small in compared to the total operation of Bluemont which has a large number of equines.

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 seizure or by abandonment
    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 not taken on trial

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 equine is confined to a designated and separate area for isolation and quarantine off-site for a prescribed period of time

The typical length of quarantine is:   More than 30 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
    Physical examination by a farrier
    Physical examination by a dentist

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
    Loading onto and unloading off a trailer
    Tolerance to unusual objects and loud noises
    Known vices, i.e., cribbing, biting, kicking, weaving, stall walking, etc
    Grooming
    Bathing
    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

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:
    No equines are ridden; not applicable

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


Horses provided formal training (groundwork or riding):   Not applicable; our horses are all retired

Additional information about our intake, assessment & training policies and practices:
Many of these do not apply because we rescue and retire. We always quarantine - Also because they are in retirement we handle and test them heavily for safety and how to interact but don't saddle or lunge we honor their behaviors

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.

Additional information about our breeding policies and practices:
We Rescue - We do not breed

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

Additional information about our euthanasia policies and practices:
We will only euthanize if it is a last resort for the comfort and quality of life of the animal. Everything we have done is always done on site with a veterinarian in a solitary peaceful paddock with a loving passing ceremony performed

POLICIES: RE-HOMING

Re-homing Agreement not applicable.
Our organization has the following re-homing (adoption/purchase) policies and procedures in place:
    The organization does not re-home equines under any circumstances; our organization retains custody of our equines and ensures care of the equines for their lifetimes.

Our organization 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:
    The organization does not re-home equines under any circumstances; our organization retains custody of our equines and ensures care of the equines for their lifetimes.
    Equines may remain at our organization for their lifetimes
    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.

Additional information about our rehoming policies and practices:
We do not rehome horses. We will provide guidance and advice to people locally to make sure a person selling or retiring their horse finds the best home; however all of our residents are sanctuary residents for life. There have been cases where we have helped law enforcement or other rescues with massive neglect cases in which we help network suitable homes in times of crisis. However when a resident comes to Bluemont they stay at Bluemont.

EQUINE CARE & SHELTER/FACILITY INFORMATION

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

Total facilities at which our organization cares for and shelters horses used in our programs: 1

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Bluemont Sanctuary
*Physical address available on request.

Currently operational
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 44
Total number of horses at this facility NOT INCLUDING those counted above: 0
Maximum capacity of horses at this facility: 50

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.
     Prosecutors office at http://mcponj.org/tag/animal-abuse/

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)? No

Police and fire station are both 5 min away

Herds will eat at the same time that spread out and out of their own bowls with their own individualized feed under supervision

Every equine here has their own individualized food bowl with their own individual supplementation or food set up depending on their needs

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Grounds: Bluemont Sanctuary (*Main) Currently operational This section is required.
Total acreage dedicated specifically to the horses: 9
Our organization has use of the following at this facility:
Structures/Barns: 4  Run-in sheds: 8
Pastures: 10  Paddocks/Pens/Turnout Areas: 10
Uncovered Outdoor Rings: 0  Covered Outdoor Rings: 0  Indoor Rings: 0






















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?    No    
How many hours per day, on average, are horses stalled or restricted to these sheltered exclusive shelter locations? 4-8
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 16+ hours per day
    Equines are out 24/7
    Equines are out 24/7 except they are brought in if there is inclement weather

The following describes the pastures at this facility:
    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
    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 are rotated
    Pastures have natural protection for equines (i.e., trees)
    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
    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
    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 monitored by police or a professional service
    The property is fitted with a security system that is monitored internally by staff (or the property owner)
    The perimeter of the property is fully fenced

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Equine Care/Emergency Preparedness: Bluemont Sanctuary (*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
    Our organization utilizes a software application to maintain records
    The organization utilizes its own system to maintain records

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 groups
    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:
    Our organization follows the parasite control guidelines of our veterinarian, including fecal testing and de-worming
    Fly/Insect Control Remedies:
    Fly parasites
    Feed Through Products
    Fly Traps and Tapes
    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 stored in dumpster(s)
    Manure is hauled, sold or given away
    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 wear halters with nametags
    A notebook or binder with photos and information on each equine is easily accessible
    A map/diagram is posted showing the location of each equine with equine names and photos
    Equine photos and profiles are available on the website
    Staff and volunteers are provided with an information packet with equine profiles, including photos and detailed descriptions
    Staff/volunteers are provided training on conformation, markings, colors, and breeds
    Team leaders work with new staff/volunteers until they are able to identify the equines

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
     All equines have specifically assigned tack, apparel and equipment that is not shared
    No equines are ridden; not applicable.

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Emergency Preparedness: Bluemont Sanctuary: *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


The facility follows the specific procedures to help PREVENT emergency situations:
    Smoking is strictly prohibited
    NO SMOKING signs are posted prominently
    Hay is stored away from permanent or temporary structures where equines are stalled
    Permanent or temporary structures where equines are stalled are kept free of dust, cobwebs, trash, cleaning rags, and other flammable items
    Aisles and doorways are kept clear
    Heaters with automatic shutoff settings are used

How often are the following checked or performed?
Fire Extinguishers are checked: Quarterly
Smoke detectors are checked: Quarterly
Fence lines are checked: Daily
Turnout Areas are checked: Daily
Sprinkler systems are checked: Quarterly
Fire drills are conducted: Semi-annually
Review of safety protocols with staff are conducted: Quarterly
Review of safety protocols with volunteers are conducted: Monthly
The Emergency Preparedness Plan is reviewed and updated: Quarterly

Equine Transportation: 2= Onsite: 0 (0 + 0) + Offsite: 2
2-horse van/trailer with truck:
    1 Access offsite;
3-horse van/trailer with truck:
    
4-horse van/trailer with truck:
    1 Access offsite;
6-horse van/trailer with truck:
    
8-horse van/trailer with truck:
    
10-horse van/trailer with truck:
    

GOVERNANCE, MANAGEMENT & FINANCIAL REPORTING

Financial Reporting
Budget:  $100K to $500K
Equine Budget:   $250K to $500K
Month Fiscal Year Ends: 12
Type of Financial Reporting (Audit, Review, Compilation): Compilation
Type of IRS Filing (990, 990-EZ, 990-N): 990
View the IRS Form 990/Pro Forma 990

Governing Body:
Board meetings per year:  4
Number of Board Members:  5  Number of Voting Board Members:  5

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? Yes
If yes, provide the name, title, responsibility and family/business relationship of each Board, Staff member and/or Program Participant.
The co-founders are husband and wife, serve as President and Vice President We have 3 Non Related Board Members

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? Yes
If yes, provide the name, title, responsibility and family/business relationship of each Board and/or Staff member, and the name of the related organization.
The co-founders own the facility where programs are conducted. All Services Provided Are Free of Compensation

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:  None required

Organization documents available on our website:
    None

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
    Bylaws

Staff & Volunteers:
Chief Staff Officer (CSO):  Lesley Luckhardt Co-Founder and Director
Employees/Independent Contractors:   Full-Time:  0  Part-Time:  5  Volunteers:  60
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
    Prospective staff/independent contractors are required to undergo a Background Check
    Staff and/or contractors provide parent/guardian information if applicable
    Staff and/or contractors have a written job description
    Staff and/or contractors are evaluated on an annual and as needed basis or with any change in their job description
    Staff and/or contractors are updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Staff and/or contractors receive training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Staff and/or contractors have a supervisor and is responsible for keeping their supervisor up to date on work related activities
    The organization provides a handbook ((available either online or in print) 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
    Prospective volunteers are required to undergo a Background Check
    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 provides a Volunteer Handbook to every volunteer
    The Volunteer Handbook (available either online or in print) 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