EQUUS Foundation

MISSION & PROGRAMS

Mission:
Mission Statement: Happy Trails Farm Animal Sanctuary rescues, rehabilitates and re-homes criminally abused, neglected and abandoned equine and farm animals.
     Rescue – working in cooperation with law enforcement and county humane organizations, we provide our service to Ohio and any state beyond requesting assistance.
     Rehabilitation – providing the veterinary attention, nutrition and maintenance care and nurture to each animal who enters the sanctuary.
     Re-home – networking to find loving and forever homes for each animal based on the best match of people, personalities and facilities.

Our organization provides programs involved with equine rescue, adoption & retirement
Our organization provides outreach and/or public education programs involving horses.
Our organization is directly responsible for the care and shelter of equines involved in our programs.
Over 50% 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.

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:
New in 2024: STAI (Solutions to Avoid Intake) Program
     Along with our Amish Retirement Initiative and Owner Relinquish Initiative, HTFAS now offers safety net services to our neighbors in need. Through the implementation of this program in 2023, we identified a need while carrying out conversations with community members requesting to relinquish their animal. They reached out thinking their only option was to surrender, while their actual need was guidance and financial assistance with veterinary care and/or medications, feed/hay, or support for a decision of euthanasia.

     As a result, we now offer safety net services to aid and support to horse owners in need of a short-term helping hand to keep their horses at home rather than surrendering them to the rescue. Through this program, HTFAS offers microgrants in the form of basic care (hay/feed), farrier care, routine vetting (floats, vaccinations, deworming), medications for chronic but manageable conditions (such as Cushing's), and if needed, euthanasia assistance.

     The goal of this program is to keep horses safe and at home with their owners to increase HTFAS capacity of care. In the past two years, HTFAS has offered eighteen (18) microgrants, which have assisted owners with medication, euthanasia assistance and removal. These grants have ranged between $225-$1,200. To date, HTFAS has paid out $10,567 in Safety Net grants. We are grateful to the EQUUS Foundation's LaFitte de Muze's Safety Net Program for having supported our pilot efforts in 2023 and 2024.

     Goals and Outcome Measures:

     In 2023, eighty (80) equine came into our care. Sixty-nine (69) of those horses were adopted into loving homes, which includes one (1) who was transferred to another agency. Eleven (11) horses were humanely euthanized due to quality of life. Of those eleven euthanized, seven (7) were euthanasia assists through our safety net program. Our goal in 2024 is to increase that reach of assistance by 40% via intake and safety net services.

     Sustainability:
     We will continue to solicit funds from individuals, groups and foundations. The adoption fees that accompany each animal will serve to defray that animal’s intake expenses. Ultimately, our goal is twofold: we expect that by increasing our assistance and presence in the community, we will intercept more at-risk animals; and by increasing our exposure in the community, donations towards our programming will increase. This year to date, we have received $43,300 from foundations, which is restricted to our Safety Net and Owner Relinquish Initiatives.

Please describe what steps your organization takes to ensure that:
1) the 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:

All horses at HTFAS are fully vetted upon entry to our program. Each animal receives appropriate nutritional/medical rehabilitation as directed by our veterinarian and farrier.
     We are including our equine restitution guidelines to show you what each horse may receive, depending on their condition. These guidelines were created to provide information to the legal community in situations of criminal neglect, but are valuable in sharing our refeeding/rehabilitation program:

     Grain
     The average equine consumes 3lbs of grain per feeding (2x daily) of a maintenance feed. The average good quality equine feed is $23 per (50 lb) bag. This calculates to $2.76 per day. Equine brought in to HTFAS require from 6-12 lbs of grain daily to bring them back to maintenance weight. This cost is $2.76 to $5.52 per day with an average cost of $4.14 per day.
     Hay
     The average equine consumes up to 20 lbs of hay each day. A bale of good quality and nutritional valuable hay is $7 per (60 lb) bale. This calculates to $2.40 per day. Equine brought in to HTFAS receive unlimited hay in stall as well as at pasture. This cost is $2.40 per day.
     Supplements
     An emaciated equine is put on fat and protein supplements to aid in weight gain, consuming ½ lb per feeding (2x daily). The average good quality equine supplement or top dress is $52 per (50 lb) bag. This calculates to $1.04 per day. Equine brought in to HTFAS are fed these supplements as a top dressing to aid in their overall nutritional balance. This cost is $1.04 per day.
     Bedding
     An equine requires adequate bedding in the stall for comfort and absorbency of urine. A truck load of sawdust brought into the sanctuary is $350 per (30 yd) load. A wheelbarrow (10 wheelbarrows per yd) will last approximately one week. This cost is $.17 per day. Equine brought in to HTFAS receive a 12 x 12 stall with fresh bedding using 1 yd. Stalls are cleaned daily and fresh sawdust is added as needed at least once per week. An emaciated horse is given extra bedding (2 yds) to provide relief from bones pressing through delicate skin as they lay. This cost is $.36 per day.
     Staff Care
     The staff at HTFAS have a working knowledge of equine care and work hard to provide care and attention to each equine brought in to HTFAS. Staff is paid an average hourly rate of $15.00 an hour and each equine requires at least one three-quarter hour each day for feeding, stall cleaning, turnout, observation and occasional grooming. This is an average cost of $11.25 per day.

     Farrier – Hoof Care (receipt will be provided)
     The average equine requires hoof trimming every 6 weeks in the summer and every 8 weeks in the winter. A hoof trim from a professional farrier costs $60 to $100 per trim. An equine with hoof abnormality, deformity and/or infection due to neglect will receive treatment from a hoof injury specialist and will be billed appropriately. Equine brought in to HTFAS are trimmed upon arrival and at appropriate intervals from that point forward. This cost is $60 per equine per trim.

     Veterinary Attention (receipt will be provided)
     A healthy equine must be provided the attention of a veterinarian at least once a year to provide teeth floats and vaccinations. Equine brought in to HTFAS receive an initial vet intake to record weight, body score, hydration, notation of any injury, overall condition and recommendation for treatment and care. Each equine is provided with a dental exam and teeth float. Fecal and follow up de-worming as well as vaccinations and follow-up boosters 4 to 6 weeks later (as vaccination history is unknown) are administered by our equine veterinarian. This cost is $130 per equine.

     As stated in part one of our Guardian application, all equines are turned out unless brought in for feeding or in inclement weather. Horses are turned out on grass as appropriate. All pastures have run-ins,hay feeders and ample water supply. Horses are turned out in appropriate social groupings.

     One aspect of human-equine interaction that takes place at HTFAS is the creation of our "Curry Club." This all-volunteer group meets weekly to work with our horses as appropriate. Many times, this involves grooming and handling horses as they transition from their previous homes to their new placements.

Equine Transition Services:
Overview of our programs involved with rescue, rehabilitation, retraining, re-homing and/or retirement:
     Rescue – working in cooperation with law enforcement and county humane organizations, we provide our service to Ohio and any state beyond requesting assistance.

     Rehabilitation – providing the veterinary attention, nutrition and maintenance care and nurture to each animal who enters the sanctuary.

     Re-home – networking to find loving and forever homes for each animal based on the best match of people, personalities and facilities.

     Happy Trails handles the recovery and rehabilitation of the rescued animals, and also provides educational and community outreach programs. Since its incorporation in 2001, Happy Trails has accepted responsibility for the rehabilitation, daily care, veterinary and other health care expenses, retraining and re-homing of more than 3,000 farm animals and horses. Happy Trails has several equine (horse) specific programs, which include the Amish Horse Initiative, Owner Relinquish Initiative and the Pasture Pals Program. In these programs, horses are rehabilitated appropriately and adopted out accordingly so that they may live out the remainder of their lives comfortably. Happy Trails has had a dedicated Equine Placement Coordinator since 2018 to honor our commitment to rescuing and re-homing equine.

     In 2024, HTFAS will officially launch its STAI program (Solutions to Avoid Intake) which will provide financial assistance to area horse owners in need of safety net services.

Outreach and/or Public Education:

Overview of our programs involved with providing outreach and/or public education programs involving horses:
     Happy Trails Ambassadors travel with human staff to visit nursing homes and schools and make special appearances at community events. Our popular, tried-and-true program helps teach people about compassion for animals by sharing their messages of hope and healing.

     In the past, Happy Trails has partnered with Coleman Professional Services to create a mental health recovery program for victims of emotional trauma. The program provided animal education and correlates mental illness and abuse to animal abuse. Participants in the program developed meaningful connections with the animals, in turn helping them build confidence, develop trust and begin the process of healing.
     Happy Trails offers a variety of humane education initiatives throughout the community. Each year, we offer programming, which touches thousands of individuals annually including children, the elderly and people with disabilities. Happy Trails offers a variety of interactive educational programs in school classrooms to students in grades PreK-12, and in after-school enrichment clubs, scout troops, youth groups and other community organizations. Additionally, we participate in several community outreach events, which help us spread our mission. Our annual Open House is attended by more than 500 guests, and our tour season runs each weekend from May through October. This top-rated tour program, first introduced in 2010, has accommodated more than 11,000 visitors to the sanctuary.

     Additionally, Happy Trails attends community events such as Equine Affaire in Columbus. We estimate that we are able to reach 15,000 people through these all community events annually.

     HTFAS is proud to promote our mission in full color, hard copy newsletters that are published quarterly. Our newsletters reach approximately 6,000 households via direct mail as well as thousands more when we are able to attend community events. Further promotions are distributed via social media with more than 28,000 followers (22K Facebook and 4.3K Instagram and 2.5K+ TikTok) and mass email to an email list of approximately 5,000 people.

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:
Our organization also rescues criminally neglected and abused farm animals. So, in addition to equine, we also rescue, rehabilitate and re-home cows, sheep, goats, chickens, alpacas, and pigs (farm and potbelly).

POLICIES: INTAKE, ASSESSMENT & TRAINING

Prior to a horse being accepted and/or arriving at the facility, the organization has the following policies in place:
    The owner of a potential equine is interviewed over the phone or in person prior to seeing the equine
    The equine is evaluated at its place of residence
    The owner completes an application/contract which constitutes the agreement between the owner and our organization when the equine is acquired from the equine's owner other than by purchase from an auction or kill pen, or by seizure or by abandonment
    If health records are not available or are out-of-date, our veterinarian will administer appropriate vaccinations

Not Checked:
The owner is financially responsible for the shipping of the equine to and from the organization
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

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:   20 to 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
    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
    Coggins test
    Blood work other than Coggins
    Fecal test
    Vaccinations
    De-worming
    The equine is scanned to check for a microchip
    The equine is microchipped if the equine has not been microchipped

Not Checked:

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

Not Checked:
Jumping
Driving (Pulling a carriage)

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
    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

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
    Terrain and footing in the working environment
    Duration and frequency of working sessions, as the frequency with which an equine is subjected to maximum weight carrying and/or workload
    Nature and pace of work, repetitive or varied, radius of turns, degree of incline and regularity of footing when equine is subject to maximum weight-carrying capacity

Not Checked:
    Temperature and/or weather conditions
    Seasonal impact on the equines' workload and weight-carrying capabilities and limitations
    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

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.
    One or more of the facilities where our organization conducts its programs, including foster facilities, are permitted to house stallions

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

Additional information about our breeding policies and practices:
All stallions are gelded prior to rehoming.

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
    Euthanasia is done at the veterinarian's facility
    Disposal of the carcass is handled within 24 hours

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

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

Not Checked:
    A certified euthanasia technician
    Senior staff with appropriate training
    Employee of animal control shelter or humane society with appropriate training
    Veterinary student under the supervision of a licensed veterinarian
    Not applicable. Our organization prohibits euthanasia under any circumstances

POLICIES: RE-HOMING

View Re-homing Agreement
Our organization has the following re-homing (adoption/purchase) policies and procedures in place:
    All potential adopters/purchasers complete a written contract which constitutes the agreement between our organization and the new owner
    Potential adopters/purchasers must visit our organization and be observed with the equine on site
    Our organization conducts a site visit of the adopter/purchaser's facility before the transfer of the equine to the adopter/purchaser's facility

Not Checked:
    Our organization does NOT re-home an equine to first time equine owners
    Our organization will only re-home an equine to a location where another equine resides
    The distance of a potential adopter/purchaser's home from our facility is a consideration for when re-homing an equine
    Potential adopters/purchasers are encouraged to do a short-term, on-site foster with the equine
    Adopters/purchasers are NOT required to provide updates

Our organization has the following policies and procedures related to horses that need to be retired, are no longer able to contribute to the mission of the organization, and/or are no longer manageable:
    Equines may remain at our organization for their lifetimes
    Equines may be found suitable homes by our organization
    Equines may be returned to their owners
    In the case an equine is unmanageable and demonstrates repeated dangerous behaviors, the equine may be euthanized upon the recommendation of the veterinarian
    In the case an equine is unsound and/or unhealthy and cannot be treated to relieve suffering, the equine may be euthanized upon the recommendation of the veterinarian

Not Checked:
    Equines may be sent to auction
    If a suitable home cannot be located within 12 months, the equine may be euthanized
    The organization will accept financial responsibility for equines in the current care of the organization that need to be retired or are no longer able to contribute to the mission of the organization if all alternatives have been explored to find the equine an appropriate placement and space is not available for the equine to remain at the organization.

The uploaded Re-homing agreement includes the following re-homing (adoption/purchase) statements:
    The agreement reflects that any individual or organization in possession of the equine as of the date of the agreement and any time thereafter is bound to not sell the equine at auction for slaughter or allow the equine to be sold, transferred, released, or otherwise placed into possession of any person or organization that will cause or allow the equine to be sold at auction for slaughter.
    The agreement states that re-homed equines cannot be bred
    The agreement states that if there is any breach of contract the equine must be returned to our organization
    The agreement states that our organization reserves the right to make scheduled visits
    The agreement states that adopters/purchasers can return an equine to our organization free of charge

Not Checked:
    The agreement states that the re-homed equine CANNOT be sold, adopted, transferred, auctioned, released, given away, or otherwise placed into the possession of another individual or organization under any circumstances and must be returned to our organization should the adopter decide that he/she is no longer able, or no longer wishes, to care for the equine.
    The agreement states that should the adopter decide to re-home the equine, the adopter must grant the organization first right of refusal prior to the equine being placed into the possession of any individual or organization intending to take possession of the equine for any reason.
    The agreement states that should the adopter decide to re-home the equine, our organization must be notified of the name, address, and telephone number of any individual or organization intending to take possession of the equine for any reason prior to the equine being placed into the possession of such individual or organization.
    The agreement states that should the adopter decide to re-home the equine, our organization must grant approval of any individual or organization intending to take possession of the equine for any reason prior to the equine being placed into the possession of such individual or organization, including being provided written notification of the name, address, and telephone number of any individual or organization intending to take possession of the equine for any reason.
    The agreement states that the terms of our organization's agreement will be binding on any future individual or organization taking and/or in possession of the equine for any reason.
    The agreement states that our organization reserves the right to make unannounced visits
    The agreement states that adopters/purchasers can return an equine to our organization for a fee
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for one year
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for two years
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for as long as the adopter/purchaser is responsible for the care of the equine
    None of the statements are included.
    The organization does not re-home equines under any circumstances; our organization retains custody of our equines and ensures care of the equines for their lifetimes.
    Our organization does not have the authority to transfer ownership and/or does not own any of the equines involved with our programs.

Our organization requires references from the following:
    Veterinarian
    Farrier
    Personal/Other

Not Checked:
Not applicable or no references required.

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

The average equine re-homing (adoption/purchase) fee received by your organization:
$201 to $500

Additional information about our rehoming policies and practices:
Our agreement states: Adopter agrees to not transfer the adopted animal on to another party without the prior written permission of HTFAS for a term of six (6) months. Adopter agrees they are in no way connected and will have no contact with defendant of the cruelty/neglect case under which this animal was surrendered. Upon successful completion of a term of adoption ending six (6) months from the date of adoption, Adopter is awarded sole legal ownership and custody at which time ownership can be transferred if desired.

EQUINE CARE & SHELTER/FACILITY INFORMATION

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

Happy Trails Farm Animal Sanctuary
5623 New Milford Road Ravenna OH 44266
Currently operational
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 10
Total number of horses at this facility INCLUDING those counted above: 10
Maximum capacity of horses at this facility: 24

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.
Portage APL 8122 Infirmary Road Ravenna, OH 44266 330-296-4022 ext. 102 Holly Ebner, Humane Officer humaneofficer@portageapl.org

Does your organization conduct Equine Assisted Services (EAS) at this facility in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS)? No

Additional information about this facility:
We have installed a sanctuary-wide security camera system.

Happy Trails Farm Animal Sanctuary

Veterinarian Information
Veterinarian: Thomas Shaw
Clinic Name: Buckeye Veterinary Service
16295 Claridon Troy Road
Burton OH 44021
Phone: 440-834-8821

Overview: Happy Trails Farm Animal Sanctuary (*Main)
Total acreage dedicated specifically to the horses: 6
Our organization has use of the following at this facility:
Structures/Barns: 2  Run-in sheds: 4
Pastures: 4  Paddocks/Pens/Turnout Areas: 1
Uncovered Outdoor Rings: 0  Covered Outdoor Rings: 0  Indoor Rings: 1

Regarding structures/barns where horses are housed other than run-in sheds:
Do horses have assigned stalls in the structure(s)?    Yes
How many hours per day, on average, are horses stalled? 0-3;

Regarding all shelters where horses are housed including run-in sheds:
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
Is there adequate ceiling & beam height (a minimum of 12 feet above the tip of the horse's ear) when standing in all stalls/shelters?    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
Are the organization's rules, restrictions and warnings (signage) and 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 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

The following describes the pastures at this facility:
    This facility does not have pastures where equines can graze on pasture grass
    This facility has a written plan in place for pasture management, which includes guidelines for seeding, fertilizing, irrigation, mowing, dragging, harrowing, manure removal, removal of debris, the control of poisonous plants, and a schedule for cleaning
    A dedicated staff person(s) is responsible for pasture management
    All pastures are fenced to prevent escape or injury
    Electric fencing is used; electric wires or tape fence are visibly marked
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
    Pastures are rotated
    Pastures have natural protection for equines (i.e., trees)
    Pastures have man-made protection for equines (i.e., shelters)

Not Checked:
Barbed wire is used for fencing

The following describes the turnout areas other than pastures at this facility:
    This facility has a written plan in place for the maintenance of turnout areas, which includes a schedule for cleaning, manure removal, and dragging
    A dedicated staff person(s) is responsible for the maintenance of turnout areas
    All turnout areas are fenced to prevent escape or injury
    Electric fencing is used; electric wires or tape fence are visibly marked
    Turnout areas have man-made protection for equines (i.e., shelters)
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly

Not Checked:
This facility does not have turnout areas
Barbed wire is used for fencing

The following policies and procedures are in place at the facility to restrict public access and to keep horses safe:
    By Appointment Only signs are posted.
    No Trespassing signs are posted
    Hold Harmless signs are posted
    Authorized Personnel Only signs are posted
    Entrance gates are locked at night
    Visitors are only permitted at specific times
    Visitors are only permitted in specific areas
    The property is fitted with motion lights
    The property is fitted with a security system that is monitored internally by staff (or the property owner)
    The perimeter of the property is fully fenced

Not Checked:
    The property owner, staff member or caretaker lives on the premises and ensures that public access is restricted and is responsible for the security of the facility and equines
    A security guard is present at night
    There is a practice in place to monitor equines overnight
    The property is fitted with a security system monitored by police or a professional service

Equine Care/Emergency Preparedness: Happy Trails Farm Animal 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?
    Onsite computer with cloud-based backup storage system

The following items are consistent with our feed management plan and practices:
    Equines are provided with individualized feeding plans, including supplements, according to the equine's age, breed/type, condition, size, work level and any health issues, consisting of nutritious food provided in sufficient quantity and access to adequate natural forage, or be fed daily, or as recommended by the organization's veterinarian
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    Equines are fed grain in individual stalls
    Equines are fed grain in groups
    Staff and volunteers are trained in proper feed measurements and protocols and observed periodically to ensure they are feeding correctly
    The feed chart is centrally located and updated as needed
    The area(s) where hay, feed, grain, and supplements are stored are kept clean, free of debris and chemicals, and protected from weather and other animals in rodent-proof and mold-proof containers and grain bins
    Feed, supplements and hay types are clearly labeled
    Water sources, i.e., buckets, troughs, automatic waterers, etc. are kept clean, free of contaminants, debris and chemicals, protected from weather and other animals, and be positioned or affixed to minimize spillage.
    Medications are kept in a locked, climate-controlled area

Not Checked:

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
    Fly Traps and Tapes
    Fly Spray Repellent
    Fly Masks
    Fly Sheets
    Fans

Not Checked:

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
    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 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
    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

Not Checked:
    The organization has a written biosecurity plan
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined equines
    Equines are not quarantined on arrival.

The following represent the manure removal practices in place at facility:
    Manure is stored in dumpster(s)
    Manure is piled in an area where equines are not located
    Manure is hauled, sold or given away

Not Checked:
    Manure piles are covered
    Manure piles are composted or spread on pastures
    Our organization adheres to the manure management guidelines set by the state, local authorities, and/or our organization's veterinarian

The following steps are taken to help staff and volunteers readily identify each horse on the property:
    Equines are assigned the same exclusive stall each day
    Name plates are located on the stall
    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
    Equines wear halters with nametags
    A notebook or binder with photos and information on each equine is easily accessible
    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
    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
    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
    No equines are ridden; not applicable.

Emergency Preparedness: Happy Trails Farm Animal 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)

Not Checked:

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

Not Checked:
Terrorist attacks

The facility follows the specific procedures to help PREVENT emergency situations:
    Smoking is strictly prohibited
    NO SMOKING signs are posted prominently
    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:
Hay is stored away from permanent or temporary structures where equines are stalled
Heaters with automatic shutoff settings are used

How often are the following checked or performed?
Fire Extinguishers are checked: Monthly
Smoke detectors are checked: Monthly
Electrical Systems are checked: Weekly
Fence lines are checked: Daily
Turnout Areas are checked: Daily
Sprinkler systems are checked: Not at all/NA
Fire drills are conducted: Not at all/NA
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-horse van/trailer with truck:
    1 Owned onsite   Access onsite but not owned  1 Access offsite;
3-horse van/trailer with truck:
     Owned onsite   Access onsite but not owned   Access offsite;
4-horse van/trailer with truck:
     Owned onsite   Access onsite but not owned  1 Access offsite;
6-horse van/trailer with truck:
    1 Owned onsite   Access onsite but not owned   Access offsite;
8-horse van/trailer with truck:
     Owned onsite   Access onsite but not owned   Access offsite;
10-horse van/trailer with truck:
     Owned onsite   Access onsite but not owned   Access offsite;

GOVERNANCE, MANAGEMENT & FINANCIAL REPORTING

Financial Reporting
Budget:  $500K to $1M
Equine Budget:   $50K to $100K
Month Fiscal Year Ends: 12
Type of Financial Reporting (Audit, Review, Compilation): Audit
Type of IRS Filing (990, 990-EZ, 990-N): 990
View The IRS Form 990/Pro Forma 990

Governing Body:
Board meetings per year: 12
Number of Board Members: 9  Number of Voting Board Members: 8

Board Compensation:
Is the Board Chair compensated? No  Is the Treasurer compensated? No
Are there any other Voting Board Members that are compensated? No

Board/Staff Relationships:
Are any members of the Board, Staff or Program Participants related to each other through family or business relationships? No

Board Affiliations:
Are any Board members providing services to your organization or compensated by your organization, or are any Board members or staff members associated with and/or compensated by another organization with a relationship or business affiliation to your organization? No

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

Compliance:
Below is a list all local, state and federal licenses held by the organization, and/or accreditations or compliances with the published standards of an accrediting organization, if applicable: ASPCA Right Horse Partner
     BBB-Accredited Charity
     Equine Welfare Data Collective Member
     EQUUS Foundation Guardian organization
     Global Federation of Animal Sanctuaries Accredited status
     Homes for Horses Coalition
     Ohio Animal Welfare Federation
     Platinum Level Seal of Approval from Candid
     Standardbred Transition Alliance-Accredited Organization
     United Horse Coalition

Organization documents available on our website:
    Most recent Financials
    Most recent IRS Form 990
    Most recent Annual Report
    Adoption/Foster Agreement
    Volunteer Handbook

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): Laurie Jackson, Executive Director
Employees/Independent Contractors:   Full-Time: 7  Part-Time: 9  Volunteers: 42
Staff Recruitment, Screening and Training processes including employees and independent contractors:
    Prospective staff/independent contractors complete a written application/agreement
    Staff and/or contractors are required to complete a Liability Release/Hold Harmless Agreement
    Staff and/or contractors are required to provide Emergency Medical Information
    Staff and/or contractors provide parent/guardian information if applicable
    Staff and/or contractors have a written job description
    Staff and/or contractors are evaluated on an annual and as needed basis or with any change in their job description
    Staff and/or contractors are updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Staff and/or contractors receive training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Staff and/or contractors have a supervisor and is responsible for keeping their supervisor up to date on work related activities
    The organization provides a handbook to every member of the staff, including employees and/or independent contractors serving in staff positions;
    The handbook includes information, such as hours of work, vacation, sick leave, dress code, cell phone usage, and the protocol for dismissal
    The handbook is reviewed annually and updated
    One or more staff members or contractors are trained in CPR and human first aid
    One or more staff members or contractors are trained in equine first aid

Not Checked:
    Our organization has a practice in place to ensure that the organization has sufficient knowledge of the background of prospective staff and independent contractors that may impact the safety of your clients and your horses, such as whether prospective staff/independent contractors serving in the capacity as staff have been convicted of a sexual offense or convicted for animal cruelty or neglect. Such practices must comply with local, state, and federal mandates.
    Staff and/or contractors are required to sign a Photo Release
    Prospective staff/independent contractors are required to undergo a Background Check
    Staff and/or contractors carry current health insurance
    Staff and/or contractors are subject to Random Drug Screening

Volunteer Recruitment, Screening and Training processes:
    Prospective volunteers complete a written application/agreement
    Volunteers required to complete a Liability Release/Hold Harmless Agreement
    Volunteers are required to provide Emergency Medical Information
    Volunteers provide parent/guardian information if applicable
    Volunteers have written job descriptions
    Volunteers receive training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Volunteers are assigned a supervisor (staff member and/or senior volunteer) and is responsible for keeping their supervisor up to date on work related activities
    The supervisor assesses the volunteer's abilities and assigns specific duties to the volunteer based on their skills
    The organization records and maintains written attendance information and hours on every volunteer
    The organization provides a Volunteer Handbook to every volunteer
    The Volunteer Handbook includes volunteer-related information, such as hours of work, dress code, cell phone usage, and the protocol for dismissal
    The Volunteer Handbook is reviewed annually and updated
    The organization holds regular orientation sessions for volunteers and prospective volunteers that includes an overview of the organization, its mission, activities, volunteer responsibilities and expectations, safety guidelines, and a tour of the facility

Not Checked:
    Our organization has a practice in place to ensure that the organization has sufficient knowledge of the background of prospective volunteers that may impact the safety of your clients and your horses, such as whether prospective volunteers have been convicted of a sexual offense or convicted for animal cruelty or neglect. Such practices must comply with local, state, and federal mandates.
    Volunteers are required to sign a Photo Release
    Prospective volunteers are required to undergo a Background Check
    Volunteers carry current health insurance
    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 are subject to Random Drug Screening

Additional explanation regarding governance, staffing and volunteer practices or further explanation of the answers above.
Beginning in 2021, we have created an Annual Report which is available on our website.