MISSION & PROGRAMS

Mission:
BraveHearts brings hope, joy and unlimited possibilities through the healing power of the horse. BraveHearts envisions being the premier model for connecting horses with people as a catalyst for wellness. Everyone will have the opportunity to discover healing horsemanship through the BraveHearts model. BraveHearts provides equine-assisted services with teams of expert staff, dedicated volunteers and therapy horses at multiple safe and caring facilities. In addition to serving children and adults, BraveHearts has the largest program in the nation providing innovative equine assisted services to meet the needs of our military veterans and their families.

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 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 equine-related.
Our organization currently uses satellite, overflow, foster, and/or outreach facilities which adhere to all the policies, procedures and practices of our organization Facility information is provided for the organization's main, satellite and overflow facilities.
Number of facilities/locations where horses used in our programs are HOUSED AND CARED FOR or were HOUSED AND CARED FOR during 2022: 2

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 2022, BraveHearts served 1,478 individuals (870 were VSM) through 29,623 EAS sessions with the help of 486 volunteers who donated 23,983 hours. BraveHearts served the 870 military veterans at no cost to any veteran.
     
     Outreach continues to be very prevalent at BraveHearts to help each veterans across the country. Innovative programs continue to be developed to engage veterans. BraveHearts continues to operate off of the SMART goals that were determined by our Board of Directors to sustain our programs.
     
     Goal 1: To increase individual donors to 2,400 (20%) by December 31, 2023
     
     Goal 2: To expand number of certified veteran instructors to 50 by 2023
     
     Goal 3. To have all Veteran TRIs complete PATH Intl. mentor program
     
     Goal 4. To train and certify at least one Veteran for the PATH Intl Vet Advanced Certification
     
     Goal 5. Current TRIs assist and attend vet prep courses so they can become trainers – setting up this program simultaneously that occurs while candidates learn the vets develop as mentors too
     6.Locate companies funding full time vet salaries wanting to be instructors
     
     Goal 3: To create marketable tools by 2023
     
     Goal 4: To expand Staffing as determined by President/COO

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 Occupational Therapy/Physical Therapy/Speech-Language Pathology

10: Total number of Equine Assisted Service Providers at BraveHearts

17: Total number of Equine Assisted Service Providers at BraveHearts at the Bergmann Center

     1. Alexis Coticchio

         FACILITY PARTICIPATION:

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Psychotherapy/Counseling (Mental Health)

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         EAGALA certified
Mental health professional

     2. Amanda Bethards

         FACILITY PARTICIPATION:

         BraveHearts

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH International CTRI

     3. Angie Colella

         FACILITY PARTICIPATION:

         BraveHearts

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH International CTRI

     4. Ashley Kohanyi

         FACILITY PARTICIPATION:

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Psychotherapy/Counseling (Mental Health)

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         MAT, MSW Social Worker

     5. Ben Jalove

         FACILITY PARTICIPATION:

         BraveHearts

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH International CTRI

     6. Bill Mercurio

         FACILITY PARTICIPATION:

         BraveHearts

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Intl. CTRI

     7. Christa Kokott

         FACILITY PARTICIPATION:

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Occupational Therapist

     8. Erica Smith

         FACILITY PARTICIPATION:

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Speech-Language Pathologist

     9. Jamie Janssen Casey, Psy.D.

         FACILITY PARTICIPATION:

         BraveHearts

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Equine-Assisted Psychotherapy/Counseling (Mental Health)

         Equine-Assisted Learning involving Personal and/or Professional Development

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Jamie is also trained in EAGALA, certified as an advanced child youth and family social worker and holds a doctorate in clinical psychology.

     10. Jeanna Sorgani

         FACILITY PARTICIPATION:

         BraveHearts

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         CTRI & CTRS

     11. Jennifer McDonald

         FACILITY PARTICIPATION:

         BraveHearts

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH International CTRI

     12. Jenny McQuillan

         FACILITY PARTICIPATION:

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Physical Therapist

     13. Julia McIntyre

         FACILITY PARTICIPATION:

         BraveHearts

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH International CTRI

     14. Kaleena Tolsma

         FACILITY PARTICIPATION:

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Speech-Language Pathologist

     15. Kelly Dinsmore

         FACILITY PARTICIPATION:

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Kelly is also certified in Applied Behavior Analysis therapy

     16. Kim Davis

         FACILITY PARTICIPATION:

         BraveHearts

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Intl. CTRI

     17. Meggan Hill-McQueeney

         FACILITY PARTICIPATION:

         BraveHearts

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH CTRI. In 2015, Meggan was named the PATH Intl. James Brady Professional Achievement Award due to her great dedication, proven leadership, high ethical standards and her demonstrated ability to develop and implement innovative, creative and effective ideas for the industry.
Meggan serves on the following committees: BraveHearts’ Finance Committee, BraveHearts’ Program & Development Committee, BraveHearts’ Fundraising Committee, BraveHearts’ Community Action Committee, PATH International Equine Services for Heroes Committee, PATH Job Task Development Committee and The Special Olympics of Illinois’ Equestrian Sports Management Team.

     18. Terese Klinger

         FACILITY PARTICIPATION:

         BraveHearts at the Bergmann Center

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Terese is also a PATH Intl. Registered Therapist.PATH Intl. CTRI and Occupational Therapist

Overview of our programs involved with providing EAS to individuals with special needs:
     BraveHearts Therapeutic Riding and Educational Center, known commonly as BraveHearts, is a 501c3 nonprofit established in 2002 by Marge Gunnar and world-renowned cardiologist and decorated Korean War Medic veteran Dr. Rolf Gunnar. BraveHearts is a Professional Association of Therapeutic Horsemanship International (PATH Intl.) Premier Accredited Center.
     
     Programming operates out of two busy, year-round farms in Illinois, including an expansive equine-assisted services (EAS) program. In 2007 BraveHearts started services for veteran service members (VSM), serving all VSM at zero cost. In 2010 BraveHearts acquired its second facility in Poplar Grove, IL and began an outpatient clinic which offers physical, occupational, and speech therapy using hippotherapy as a treatment strategy for individuals in need and equine-assisted psychotherapy (EAP) to address mental health concerns under the direction of mental health providers.
     
     BraveHearts is the industry leader in designing, implementing, and hosting numerous PATH Intl. educational opportunities for professionals to help increase the accessibility and quality of EAS for veterans and individuals with disabilities throughout the nation. BraveHearts has extensive experience in delivering EAS to VSM and individuals with various diagnoses.
     
     BraveHearts offers innovative services to meet the needs of children, adults and military veterans in need. Services offered include therapeutic riding, physical, occupational and speech therapy using hippotherapy as a treatment strategy, foundation horsemanship, retreats, all-veteran drill team, horse shows, PATH certification mentoring, mustang training, equine-assisted psychotherapy, and virtual programming.
     
     Common diagnoses of individuals served at BraveHearts includes: military sexual trauma (MST), traumatic brain injury, anxiety, depression, post-traumatic stress disorder, substance abuse, Down syndrome, Autism, cerebral palsy and spina bifida.

Overview of our programs involved with providing community outreach and/or public education programs involving horses:
     BraveHearts is actively pursuing and building partnerships to further community engagement. BraveHearts has a 15 member volunteer Community Action Committee who focuses on outreach and developing and growing referral pathways to increase VSM and other populations to access programs. Last year we attended 29 outreach events specifically for veterans. BraveHearts offers nine tiers of volunteer trainings to help advance volunteer horsemanship and leadership and routine trainings to accelerate skills. We know that consistency in the handling of our horses is important for their overall health and for our program's success.
     
     Each year BraveHearts hosts the Special Olympics Equestrian Games. This event reaches individuals all across the state. Additionally, BraveHearts has a committee specifically to help spread awareness of equine assisted services offered at BraveHearts. Cub scouts, girl scouts, various corporations, etc. all regularly request tours of BraveHearts.

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. 

EQUINE ASSISTED SERVICES CENSUS

BraveHearts

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Equine Assisted Services (EAS)

2022 EAS Operations - EAS Providers: 10	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Horses/Equines participating in EAS programs at this facility
Number of horses/equines aged 3-8	0	0	1	1
Number of horses/equines aged 9-14	0	2	11	13
Number of horses/equines aged 15-20	0	0	0	0
Number of horses/equines Over 20	0	4	2	6
Total number of horses/equines participating in EAS programs at this facility	0	6	14	20
	Mounted	Unmounted
Number of hours per day each horse works	2	2
Number of days per week each horse works	4	1
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	517	238	28	783
Average number of clients (not lessons) participating in activities per week	89	12	5	106
	Mounted	Unmounted
Number of days per week programs are conducted at this facility	6	6
Number of weeks per year programs are conducted at this facility	50	50
	Mounted	Unmounted
Average wait list time for a client	0 Weeks	0 Weeks

BraveHearts at the Bergmann Center

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Equine Assisted Services (EAS)

2022 EAS Operations - EAS Providers: 17	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	1	2
Number of horses/equines aged 9-14	0	1	3	4
Number of horses/equines aged 15-20	0	1	5	6
Number of horses/equines Over 20	0	2	5	7
Total number of horses/equines participating in EAS programs at this facility	0	5	14	19
	Mounted	Unmounted
Number of hours per day each horse works	2	1
Number of days per week each horse works	4	3
Clients participating in EAS programs at this facility	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Total number of individual clients (not lessons) served annually	379	289	27	695
Average number of clients (not lessons) participating in activities per week	55	24	5	84
	Mounted	Unmounted
Number of days per week programs are conducted at this facility	6	5
Number of weeks per year programs are conducted at this facility	50	50
	Mounted	Unmounted
Average wait list time for a client	0 Weeks	0 Weeks

EQUINE CENSUS SUMMARY

Total Facilities: 2


45 Total number of horses involved with your programs on January 1, 2022
PLUS: Horse Intake during 2022
1 Donated
0 Lease
3 Purchase from Owner
0 Auction
0 Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
0 Returned
0 Transfer
0 Born at facility
0 Adoption from Rescue
0 Owner Owned
4 Total intakes
LESS: Horse Departure during 2022
0 Horses adopted/sold:
1 Horses transferred/returned
1 Horses deceased
1 Horses euthanized
3 Total departures
46 Number of horses involved with your programs on December 31, 2022
43 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
3 Total number of horses permanently retired.

Summary: 45 on 1/1/2022+ 4 Intakes - Departures = 46 on 12/31/2022

POLICIES: ACQUISITION

Our organization acquires horses/equines from the following source(s):
    Donation  
    Purchase/Adoption from Owner  
    Auction  
    Kill pen/Feedlot  

Our organization does not acquire horses/equines from the following source(s):
    Lease  
    Return  
    Surrender  
    Seizure  
    Abandonment  

Our organization will accept the following:
    Geldings
    Mares
    Only Stallions to be castrated

Not Checked:
    Pregnant Mares
    Foals
    Stallions

Additional information about our acquisition policies and practices:
We are open to any horse if we can help the horse develop and give him/her a purpose in which he or she would be successful. We also watch a budget closely to make sure we have the means to care for any animal we take in to the program. We are well versed in management and how much care and expense some horses require. We always want to make sure any we take in we can fully and properly meet all their needs.

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:
    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 or a pre-purchase examination by a veterinarian is conducted attesting to the health status of the equine

Prior to a horse being accepted and/or arriving at the facility, the organization has the following policies in place:
    The owner of a potential equine is interviewed over the phone or in person prior to seeing the equine
    The equine is evaluated at its place of residence
    The owner completes an application/contract which constitutes the agreement between the owner and our organization
    The owner is financially responsible for the shipping of the equine to and from the organization
    Equines are on trial up to 60 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
    During the trial period, the organization accepts financial responsibility for the care of the equine, including board, feed, shoeing and any necessary veterinary care, up to a fixed amount agreed upon by the organization and the owner
    The trial period may be terminated by either the organization or the owner for any reason

Not Checked:
    Equines are not taken on trial
    Equines are on trial for up to 30 days
    Equines are on trial for 60 or more days
    During the trial period, the owner/donor is financially responsible for the care of the equine, including board, feed, shoeing and any necessary veterinary care

Following arrival of the equine at the facility, the following is performed:
    Physical examination by a veterinarian upon arrival and/or prior to offsite quarantine departure
    Physical examination by trained barn staff
    Photographs are taken of each equine upon arrival at the facility and kept with the equine's health records
    A Henneke Body Conditioning Score or other body conditioning score is assigned
    Physical examination by a farrier
    Coggins test
    Vaccinations
    De-worming

Not Checked:
    Physical examination by a dentist
    Blood work other than Coggins
    Fecal test
    The equine is scanned to check for a microchip
    The equine is microchipped if the scan indicates that there is no microchip

Upon intake, the organization has the following quarantine policy in place:
    The equine is confined to a designated and separate area for isolation and quarantine at the facility for a prescribed period of time

Not Checked:
    The equine is confined to a designated and separate area for isolation and quarantine off-site for a prescribed period of time
    The equine is not quarantined

The typical length of quarantine is:   More than 30 days

Horses are assessed for following skills and behaviors:
    Retrieval from a pasture/paddock
    Leading with a halter and lead rope
    Temperament, disposition and attitude, such as rated from very calm to very high spirited
    Saddling
    Bridling
    Lunging
    Loading onto and unloading off a trailer
    Mounting and dismounting
    Riding at the walk
    Riding at the trot
    Riding at the canter
    Riding by a beginner and/or unbalanced rider
    Tolerance to unusual objects and loud noises
    Known vices, i.e., cribbing, biting, kicking, weaving, stall walking, etc
    Grooming

Not Checked:
    Jumping
    Driving (Pulling a carriage)
    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:
    The Henneke Body Condition score or other body conditioning score is updated at least annually
    Equines at our facility may be treated by an equine chiropractor
    Equines at our facility may be treated by an equine massage therapist
    Equines at our facility may be treated by an equine nutritionist
    Physical examination by a veterinarian at least annually

Not Checked:
    Photographs are taken of each equine monthly and kept with the equine's health records
    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 acupuncturist
    
    

Our organization has the following policies and procedures in place pertaining to the weight-carrying or workload capabilities of horses/equines that are ridden in our care:
    Our organization evaluates at least annually and maintains a written record of the weight-carrying and workload limitations for each equine that is ridden

Not Checked:
    Our organization does not evaluate the weight-carrying and workload limitations for each equine that is ridden
    No equines are ridden; not applicable

The following variables are considered in determining the weight-carrying and workload limitations for each equine that is ridden:
    Equine age, weight, breed, body condition, fitness, balance, health and soundness
    Equine conformation to include the top line, length of back, strength and width of loin, bone density (measured by the circumference of the cannon bone just below the knee)
    Size, shape, condition and angle of the hooves
    Participant weight, height, body proportions, balance, fitness and riding skills as well as behavioral issues and safety concerns
    Weight and proper fit of the saddle and other equipment
    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
    Seasonal impact on the equines' workload and weight-carrying capabilities and limitations

Not Checked:
    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
    Temperature and/or weather conditions
    Our organization does not evaluate the weight-carrying and workload limitations for each equine that is ridden
    No equines are ridden; not applicable

Horses provided formal training (groundwork or riding):   As needed; no set schedule

Additional information about our intake, assessment & training policies and practices:
We let horses settle in first and then begin conditioning and training. We have charts we utilize for each horse on what he is comfortable and confident in completing each area.

POLICIES: BREEDING

The organization has the following policies related to breeding and stallions:
    Our main facility where our organization conducts its programs does NOT breed equines.

Not Checked:
    One or more of the facilities where our organization conducts its programs, including foster facilities, breeds equines
    One or more of the facilities where our organization conducts its programs, including foster facilities, are permitted to house stallions

Additional information about our breeding policies and practices:
BraveHearts is not in the breeding business.

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 after all reasonable treatment options have been explored
    Euthanasia is done on site when possible to decrease trauma from transport
    Disposal of the carcass is handled within 24 hours

Not Checked:
    Our organization will never have an equine euthanized under any circumstances
    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
    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

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.

EQUINE CARE & SHELTER/FACILITY INFORMATION

Total facilities at which our organization cares for and shelters horses used in our programs: 2
Our organization currently uses satellite, overflow, foster, and/or outreach facilities which adhere to all the policies, procedures and practices of our organization Facility information is provided for the organization's main, satellite and overflow facilities.

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BraveHearts
7319 Maxon Rd Harvard IL 60033
Contact: Meggan Hill-McQueeney
Contact's Phone: 847-366-4571
Contact's Email: meggan@braveheartsriding.org
Currently operational

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

Provide the contact information for the individual or organization responsible for investigating abuse in the county where the facility is located, including mailing address, email address, and phone information.
     Hooved Animal Humane Society 10804 McConnell Road Woodstock, IL 815-337-5563 60098 815-337-5563

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:  10

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

     1. Amanda Bethards
     2. Angie Colella
     3. Ben Jalove
     4. Bill Mercurio
     5. Jamie Janssen Casey, Psy.D.
     6. Jeanna Sorgani
     7. Jennifer McDonald
     8. Julia McIntyre
     9. Kim Davis
     10. Meggan Hill-McQueeney

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BraveHearts

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Veterinarian Information
Veterinarian: Dr. Vacek
Clinic Name: Kendall Road Equine Hospital
10N051 Kendall Rd
Elgin   IL   60124
Phone: 847-464-5598

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Grounds: BraveHearts (*Main)
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 24
Total number of horses at this facility INCLUDING those counted above: 24
Maximum capacity of horses at this facility: 40
Total acreage dedicated specifically to the horses: 22
Our organization has use of the following at this facility:
Structures/Barns: 5  Run-in sheds: 15
Pastures: 3  Paddocks/Pens: 20
Uncovered Outdoor Rings: 1  Covered Outdoor Rings: 0  Indoor Rings: 2

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 feet above the tip of the horse's ear) when standing in all stalls/enclosures?    Yes    
How often are the stalls/enclosures cleaned? 6-7 Days a Week
Are floors constructed and maintained for both good drainage and traction?    Yes    
Is there a ventilation and circulation system in place to control temperature and prevent buildup of toxic gases?    Yes    
Is wiring inaccessible to horses and maintained for safety?    Yes    
Are fire prevention/protection measures (fire alarms, extinguishers and sprinkler systems) maintained and in good working order?     Yes    
Is there adequate lighting to ensure safety in all areas of facility?     Yes    
Are emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

How many hours per day, on average, are horses stalled? 0-3;
How many hours per day, on average, are horses turned out:
    Equines are out 16+ hours per day
    Equines are out 24/7 except they are brought in to feed
    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)

Not Checked:
    This facility does not have pastures where equines can graze on pasture grass
    Barbed wire is used for fencing
    Electric fencing is used; electric wires or tape fence are visibly marked

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

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:
    A security guard is present at night
    Equines are checked overnight
    By Appointment Only signs are posted.
    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 perimeter of the property is fully fenced

Not Checked:
    The property owner, staff member or caretaker lives on the premises and ensures that public access is restricted and is responsible for the security of the facility and equines
    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)

---

Equine Care: BraveHearts (*Main) 2023 and 2022

Horse Health Care/Barn Management Records: What system is used to collect and store health/horse care records?
    Notebook or equivalent (technology not utilized)
    Onsite computer with cloud-based backup storage system

The following items are consistent with our feed management plan and practices:
    Equines are provided with individualized feeding plans, including supplements, according to age and any health issues
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    Equines are fed in individual stalls
    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:
    Equines are fed in groups

Do horses have access to clean drinking water at all times?     Yes    

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

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

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


Parasite Control: Our organization has the following worming protocols in place: (Check all that apply
    The protocol for each equine is determined in consultation with a veterinarian
    A de-wormer is used without fecal testing

Fly/Insect Control: What remedies are used to control flies and insects?
    Fly Traps and Tapes
    Premise Sprays/Insecticides
    Fly Spray Repellent
    Fly Masks
    Fans

The following represent the biosecurity practices in place at facility:
    Our organization follows the AAEP's Biosecurity Guidelines and/or the UC Davis Biosecurity Guidelines
    The organization has a written biosecurity plan
    Our organization follows the biosecurity guidelines of our veterinarian
    All staff are trained in best practices related to biosecurity
    All volunteers are trained in best practices related to biosecurity
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined equines
    Hand sanitizers and footbaths are available at all primary points of access to sick, affected and/or quarantined equines
    Manure and bedding from sick, affected and/or quarantined equines is disposed of in specific areas designated for infectious materials - not put in open air piles, and not spread on pastures
    Stalls, aisle ways, and common areas are disinfected after conclusion of the quarantine
    Trailers/vans used by sick, affected and/or quarantined equines are cleaned and disinfected after each use and cleaning takes place away from where equines are sheltered
    Equipment used by sick, affected and/or quarantined equines is not shared and is clearly labeled
    Shared equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Latex gloves are worn when working with sick, affected and/or quarantined equines
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined equines

Not Checked:
    A specific individual is assigned to care for sick, affected and/or quarantined equines
    Sick, affected and/or quarantined equines are cared for last if the caretaker must also care for healthy equines
    Equines are not quarantined on arrival.

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 state and/or local authorities

Not Checked:
    Manure is stored in dumpster(s)
    Manure piles are covered
    Manure is hauled, sold or given away

The following steps are taken to help staff and volunteers readily identify each horse on the property:
    Equines are assigned the same stall/location each day
    Name plates are located on the stall
    Equines wear halters with nametags
    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/volunteers are provided training on conformation, markings, colors, and breeds
    Team leaders work with new staff/volunteers until they are able to identify the equines

Not Checked:
    Photos are located on the stall
    Staff and volunteers are provided with an information packet with equine profiles, including photos and detailed descriptions

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
    Saddles are shared
    Saddle pads are shared
    Bridles are shared
    Bits are shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is 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 only when needed
    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.

Not Checked:
     All equines have specifically assigned tack, apparel and equipment that is not shared
     Halters are shared
    Tack is cleaned after each use
    Tack is cleaned weekly
    No equines are ridden; not applicable.

---

Emergency Preparedness: BraveHearts: *Main
The following plans, policies, and procedures are in place at the facility to handle emergencies and address weather related issues, fire safety procedures, and/or any additional hazardous scenarios the facility could potentially experience:
    Emergency procedures are posted prominently
    Emergency phone numbers are posted prominently
    The facility owns or has access to a generator
    The facility maintains at least two weeks of hay, feed, shavings and medications
    The facility collects and maintains medical information from staff, volunteers, and clients
    The facility maintains appropriate liability and/or workers' compensation insurance
    All staff/volunteers are briefed regularly on emergency preparedness/safety procedures
    The organization has a written emergency preparedness/safety plan (EPP)

Not Checked:

The written EPP addresses the following areas:
    Local fire department and/or the state's emergency planning department procedures
    Medical emergencies for clients, staff, and volunteers
    Medical emergencies for equines
    Evacuation plans
    Fire
    Natural Disasters - thunderstorm, hurricanes, earthquakes, tornados, etc
    Protocols to notify emergency personnel
    Building/facility exit plans

Not Checked:
    Power outages
    Terrorist attacks

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

Not Checked:

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

Equine Transportation
2-horse van/trailer with truck:
    1 Owned onsite  0 Access onsite but not owned  0 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:
    1 Owned onsite  0 Access onsite but not owned  0 Access offsite;
8-horse van/trailer with truck:
    1 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;

---

BraveHearts at the Bergmann Center
4950 Il Route 173 Poplar Grove IL 61065
Contact: MEGGAN HILL-MCQUEENEY
Contact's Phone: 847-366-4571
Contact's Email: meggan@braveheartsriding.org
Currently operational

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

Provide the contact information for the individual or organization responsible for investigating abuse in the county where the facility is located, including mailing address, email address, and phone information.
     Hooved Animal Humane Society 10804 McConnell Road Woodstock, IL815-337-5563 60098 815-337-5563

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:  17

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

     1. Alexis Coticchio
     2. Amanda Bethards
     3. Angie Colella
     4. Ashley Kohanyi
     5. Ben Jalove
     6. Bill Mercurio
     7. Christa Kokott
     8. Erica Smith
     9. Jamie Janssen Casey, Psy.D.
     10. Jeanna Sorgani
     11. Jenny McQuillan
     12. Julia McIntyre
     13. Kaleena Tolsma
     14. Kelly Dinsmore
     15. Kim Davis
     16. Meggan Hill-McQueeney
     17. Terese Klinger

---

BraveHearts at the Bergmann Center

---

Veterinarian Information
Veterinarian: Dr. Vacek
Clinic Name: Kendall Road Equine Hospital
10N051 Kendall Rd,
Elgin   IL   60124
Phone: 8474645598

---

Grounds: BraveHearts at the Bergmann Center (Satellite)
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 22
Total number of horses at this facility INCLUDING those counted above: 22
Maximum capacity of horses at this facility: 40
Total acreage dedicated specifically to the horses: 22
Our organization has use of the following at this facility:
Structures/Barns: 1  Run-in sheds: 6
Pastures: 5  Paddocks/Pens: 5
Uncovered Outdoor Rings: 1  Covered Outdoor Rings: 0  Indoor Rings: 2

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 feet above the tip of the horse's ear) when standing in all stalls/enclosures?    Yes    
How often are the stalls/enclosures cleaned? 6-7 Days a Week
Are floors constructed and maintained for both good drainage and traction?    Yes    
Is there a ventilation and circulation system in place to control temperature and prevent buildup of toxic gases?    Yes    
Is wiring inaccessible to horses and maintained for safety?    Yes    
Are fire prevention/protection measures (fire alarms, extinguishers and sprinkler systems) maintained and in good working order?     Yes    
Is there adequate lighting to ensure safety in all areas of facility?     Yes    
Are emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

How many hours per day, on average, are horses stalled? 0-3;
How many hours per day, on average, are horses turned out:
    Equines are out 24/7 except they are brought in to feed
    Equines are out 24/7 except they are brought in if there is inclement weather
    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:
    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)

Not Checked:
    This facility does not have pastures where equines can graze on pasture grass
    Barbed wire is used for fencing
    Electric fencing is used; electric wires or tape fence are visibly marked

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

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:
    A security guard is present at night
    Equines are checked overnight
    By Appointment Only signs are posted.
    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 perimeter of the property is fully fenced

Not Checked:
    The property owner, staff member or caretaker lives on the premises and ensures that public access is restricted and is responsible for the security of the facility and equines
    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)

---

Equine Care: BraveHearts at the Bergmann Center (Satellite) 2023 and 2022

Horse Health Care/Barn Management Records: What system is used to collect and store health/horse care records?
    Notebook or equivalent (technology not utilized)
    Onsite computer with cloud-based backup storage system

The following items are consistent with our feed management plan and practices:
    Equines are provided with individualized feeding plans, including supplements, according to age and any health issues
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    Equines are fed in individual stalls
    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:
    Equines are fed in groups

Do horses have access to clean drinking water at all times?     Yes    

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

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

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


Parasite Control: Our organization has the following worming protocols in place: (Check all that apply
    The protocol for each equine is determined in consultation with a veterinarian
    A de-wormer is used without fecal testing

Fly/Insect Control: What remedies are used to control flies and insects?
    Fly Traps and Tapes
    Premise Sprays/Insecticides
    Fly Spray Repellent
    Fly Masks
    Fly Sheets
    Fans

The following represent the biosecurity practices in place at facility:
    Our organization follows the AAEP's Biosecurity Guidelines and/or the UC Davis Biosecurity Guidelines
    The organization has a written biosecurity plan
    Our organization follows the biosecurity guidelines of our veterinarian
    All staff are trained in best practices related to biosecurity
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined equines
    Hand sanitizers and footbaths are available at all primary points of access to sick, affected and/or quarantined equines
    Manure and bedding from sick, affected and/or quarantined equines is disposed of in specific areas designated for infectious materials - not put in open air piles, and not spread on pastures
    Stalls, aisle ways, and common areas are disinfected after conclusion of the quarantine
    Trailers/vans used by sick, affected and/or quarantined equines are cleaned and disinfected after each use and cleaning takes place away from where equines are sheltered
    Equipment used by sick, affected and/or quarantined equines is not shared and is clearly labeled
    Shared equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Latex gloves are worn when working with sick, affected and/or quarantined equines
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined equines

Not Checked:
    All volunteers are trained in best practices related to biosecurity
    A specific individual is assigned to care for sick, affected and/or quarantined equines
    Sick, affected and/or quarantined equines are cared for last if the caretaker must also care for healthy equines
    Equines are not quarantined on arrival.

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 covered
    Manure piles are composted or spread on pastures
    Our organization adheres to the manure management guidelines set by state and/or local authorities

Not Checked:
    Manure is stored in dumpster(s)
    Manure is hauled, sold or given away

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

Not Checked:
    Photos are located on the stall
    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

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
    Saddles are shared
    Saddle pads are shared
    Bridles are shared
    Bits 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 only when needed
    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.

Not Checked:
     All equines have specifically assigned tack, apparel and equipment that is not shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
     Halters are shared
    Tack is cleaned after each use
    Tack is cleaned weekly
    No equines are ridden; not applicable.

---

Emergency Preparedness: BraveHearts at the Bergmann Center: Satellite
The following plans, policies, and procedures are in place at the facility to handle emergencies and address weather related issues, fire safety procedures, and/or any additional hazardous scenarios the facility could potentially experience:
    Emergency procedures are posted prominently
    Emergency phone numbers are posted prominently
    The facility owns or has access to a generator
    The facility maintains at least two weeks of hay, feed, shavings and medications
    The facility collects and maintains medical information from staff, volunteers, and clients
    The facility maintains appropriate liability and/or workers' compensation insurance
    All staff/volunteers are briefed regularly on emergency preparedness/safety procedures
    The organization has a written emergency preparedness/safety plan (EPP)

Not Checked:

The written EPP addresses the following areas:
    Local fire department and/or the state's emergency planning department procedures
    Medical emergencies for clients, staff, and volunteers
    Medical emergencies for equines
    Evacuation plans
    Fire
    Natural Disasters - thunderstorm, hurricanes, earthquakes, tornados, etc
    Protocols to notify emergency personnel
    Building/facility exit plans

Not Checked:
    Power outages
    Terrorist attacks

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

Not Checked:
    Heaters with automatic shutoff settings are used

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

Equine Transportation
2-horse van/trailer with truck:
    1 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  1 Access offsite;
6-horse van/trailer with truck:
    1 Owned onsite  0 Access onsite but not owned  0 Access offsite;
8-horse van/trailer with truck:
    1 Owned onsite  0 Access onsite but not owned  1 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:  $2M+
Equine Budget:   $250K to $500K
Month Fiscal Year Ends: 12
Type of Financial Reporting (Audit, Review, Compilation): Audit
Type of IRS Filing (990, 990-EZ, 990-N): 990

Does the uploaded Pro Forma 990/990 represent ? No
View The IRS Form 990/Pro Forma 990
Staff & Volunteers:
Chief Staff Officer (CSO):  Meggan Hill-McQueeney
Employees/Independent Contractors:   Full-Time:  10  Part-Time:  31  Volunteers:  486
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 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
    Staff and/or contractors are subject to Random Drug Screening

Not Checked:

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.
    Every volunteer is required to complete a Liability Release/Hold Harmless Agreement
    Every volunteer is required to provide Emergency Medical Information
    Every volunteer is required to sign a Photo Release
    Prospective volunteers are required to undergo a Background Check
    Every volunteer provides parent/guardian information if applicable
    Every volunteer carries current health insurance
    Every volunteer has a written job description
    Every volunteer is evaluated on an annual and as needed basis or with any change in their job description
    Every volunteer is updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Every volunteer receives training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Every volunteer is assigned a supervisor (staff member and/or senior volunteer) and is responsible for keeping their supervisor up to date on work related activities
    The supervisor assesses the volunteer's abilities and assigns specific duties to the volunteer based on their skills
    The organization records and maintains written attendance information and hours on every volunteer
    The organization provides a Volunteer Handbook to every volunteer
    The Volunteer Handbook includes volunteer-related information, such as hours of work, dress code, cell phone usage, and the protocol for dismissal
    The Volunteer Handbook is reviewed annually and updated
    The organization holds regular orientation sessions for volunteers and prospective volunteers that includes an overview of the organization, its mission, activities, volunteer responsibilities and expectations, safety guidelines, and a tour of the facility

Not Checked:
    Every volunteer is subject to Random Drug Screening

Governing Body:
Board meetings per year:  4
Number of Board Members:  9  Number of Voting Board Members:  9

Board Compensation:
Is Board Chair compensated?  No  Is Treasurer compensated?  No
Are there any other Voting Board Members that are compensated?  No
Board/Staff Relationships:
Are any members of the Board, Staff or Program Participants related to each other through family or business relationships? No

Board Affiliations:
Are any Board members or Staff associated with and/or compensated by another organization with a relationship or business affiliation to your organization? 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.
One member is our main contact (and was prior to joining the board) for all plumbing and heating and he donates a lot of his work.

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:  PATH Intl. Premier Accredited Center Member
     American Hippotherapy Association, Intl. Member
     American Quarter Horse Association Member

Organization documents available on our website:
    Most recent Annual Report

Organization documents available on request:
    Most recent Financials
    Most recent IRS Form 990
    Most recent Annual Report
    Equine Intake Guidelines
    Volunteer Handbook
    Staff Handbook
    Bylaws

Additional explanation regarding governance, staffing and volunteer practices or further explanation of the answers above.
BraveHearts does require background checks on all volunteers but does not do random drug checks. If there ever was a sobriety issue suspected, the individual would be dismissed.