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Sherman
Sherman is an amazing horse, easy to handle and great to ride.



Age: 16 years old
Height: 16 hands,
Gender: Gelding
Breed: Quarter Horse

Rehoming Fee available on request - Rehoming Application/Agreement
Offered by Brook Hill Farm
Brook Hill Retirement Center for Horses, Inc, 7289 Bellevue Road, Forest, VA 24551

Photos
Click on photo to view larger image

Sherman has some navicular changes, but he takes Isoxiprine (baby aspirin, very inexpensive) and he is sound. A perfect horse for light work. He has had extensive training, so he is fun to ride.

Suitability and Training

Temperament for Sherman:
On a scale of 1 to 5 with 1 being Calm and 5 being Spirited, Sherman is a 3.00.

Best career/placement option for repurposing Sherman:
    Recreation/Pleasure Riding
    EAAT/Therapy
    Non-Sport-Related Work
    Pasture Mate

Areas in which has experience:
    Dressage
    Trail Riding
    Western Pleasure

Where is Sherman located?


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Sherman is located at Brook Hill Retirement Center for Horses, Inc, 7289 Bellevue Road, Forest, VA 24551.

Total acreage dedicated specifically to the horses: 60
Our organization has use of the following at this facility:
Structures/Barns: 3  Run-in sheds: 3
Pastures: 3  Paddocks/Pens: 2
Uncovered Outdoor Rings: 2  Covered Outdoor Rings: 0
Indoor Rings: 0
Horses have assigned stalls in the structure(s).
Horses are stalled for 1-3; hours per day, on average.
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
    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 horses (i.e., trees)
    Pastures have man-made protection for horses (i.e., shelters)

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

How many hours per day, on average, are horses turned out:
    Horses are out 24/7
    Horses are out 24/7 except they are brought in to feed
    Horses are out 24/7 except when they are being trained
    Horses are out 24/7 except when they are used for the conduct of the organization's programs

The following items are consistent with our feed management plan and practices:
    Horses are provided with individualized feeding plans, including supplements, according to age and any health issues
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    Horses are fed in individual stalls
    Staff and volunteers are trained in proper feed measurements and protocols and observed periodically to ensure they are feeding correctly
    The feed chart is centrally located and updated as needed
    The area(s) where hay, feed, grain, and supplements are stored are kept clean, free of debris and chemicals, and protected from weather and other animals in rodent-proof and mold-proof containers and grain bins
    Feed, supplements and hay types are clearly labeled
    Water sources, i.e., buckets, troughs, automatic waterers, etc. are kept clean, free of debris and chemicals, and protected from weather and other animals
    Medications are kept in a locked, climate-controlled area

Our organization has the following policies and procedures in place pertaining to the ongoing assessment of horses in its care:
    Horses are assigned a Henneke Body Condition score upon arrival at the facility
    The Henneke Body Condition score is updated with each visit by the veterinarian
    Photographs are taken of each horse upon arrival at the facility and kept with the horse's health records
    Photographs are taken of each horse annually and kept with the horse's health records
    A weight limit of no more than 20% of the horse’s weight is established for each horse and is kept with the horse’s records and updated when needed
    Horses at our facility may be treated by an equine chiropractor
    Horses at our facility may be treated by an equine acupuncturist
    Horses at our facility may be treated by an equine massage therapist
    Horses at our facility may be treated by an equine nutritionist

Horses have access to clean drinking water at all times
Hoof Care: How often is hoof care provided for each horse? Every 4-8 weeks and when an issue arises
Dental Care: How often is dental care provided for each horse? Annually and when an issue arises
Physical Examinations: How often is each horse given a physical exam by a veterinarian? Annually and when an issue arises
Horse checks: How often are horses visually and physically checked by personnel at the facility? Every day or 6 days a week
Parasite Control: Our organization has the following worming protocols in place:
    The protocol for each horse is determined in consultation with a veterinarian
    Fecal testing is performed prior to the use of a de-wormer.

Fly/Insect Control: What remedies are used to control flies and insects? :
    Fly Spray Repellent
    Fly Masks
    Fans


Our Rehoming Policies


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Rehoming
Our organization has the following re-homing (adoption/purchase) policies and procedures in place:
    All potential adopters/purchasers complete an application/contract which constitutes the agreement between our organization and the new owner
    Potential adopters/purchasers must visit our organization and be observed with the horse on site
    Potential adopters/purchasers are encouraged to do a short-term, on-site foster with the horse
    Adopters/purchasers can return a horse to our organization free of charge
    Adopters/purchasers can return a horse to our organization for a fee
    Our agreement states that re-homed horses CANNOT be sold, auctioned, or given away under any circumstances
    Our agreement states that re-homed horses cannot be bred
    Our agreement states that if there is any breach of contract the horse must be returned to our organization
    Our agreement states that our organization reserves the right to visit the horse at any time.
    Adopters/purchasers are required to provide updates (photos, vet records) for three or more years

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

Transfer of ownership occurs:   Our organization retains ownership of the horse for its lifetime

The average equine re-homing (adoption/purchase) fee received by your organization:  Not applicable; None received

Our organization has the following rehoming fee policies:
    Not applicable

Additional information about our rehoming policies and practices:
Brook Hill Farm has a free-lease program - we retain ownership of the horse. We do not visit the adoptor's facility, rather our veterinarian speaks with the adoptor's veterinarian and they decide if the home is adequate. We require that the horse has a companion, but it does not need to be a horse - a donkey is acceptable. We will re-home to first time horse owners after they have completed training at the farm.

View Rehoming Application/Agreement

More About Us


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EIN: 54-2058686
Founded: 2001
Brook Hill Farm
7289 Bellevue Road
Forest VA 24551
540-586-0207
Last Updated

Public Charity

Equine Welfare Network Guardian
We are proud to be a *2019 Guardian and share our horse care & use practices with the public.

View our WEBSITE

View our GUIDESTAR PROFILE

View our GUARDIAN PROFILE

View our PHOTO GALLERY

MISSION & PROGRAMS

Our organization provides programs involved with equine rescue, adoption & retirement
Our organization provides equine-assisted activities and/or therapies (EAAT) for individuals with special needs using instructors, specialists, therapists, counselors, trainers and/or facilitators (full-time, part-time, independent contractors, and/or service providers) who have certified training applicable for people with special needs and specific to the program offerings - either on staff or accompanying clients when participating in our programs.
Our organization provides community outreach and/or public education programs involving horses.

100% of our total programs and services are horse-related.

Number of facilities/locations where horses used in our programs are HOUSED AND CARED for:
     1. Brook Hill Retirement Center for Horses, Inc

Our organization does not use foster facilities

Mission:
Brook Hill Farm, a non-profit horse rescue and therapeutic riding organization, exists to provide rehabilitation focused services and safe haven for unwanted horses, as well as offers a therapeutic riding program for personal growth and equine education for the community.
     
     * Our organization is 50% Horse Welfare, 50% Public Service

Summary of organization's goals, strategies to achieve the goals, accomplishments, and capabilities to meet the goals, including its long-term plans to sustain its programs:
Brook Hill has rescued and rehabilitated 485 horses since its inception, and in 2018 alone served over 200 participants in our therapeutic riding program. The farm is fully accredited by the Global Federation of Animal Sanctuaries, the Thoroughbred Aftercare Alliance, and is a Premier Path International Center.
      Brook Hill continues to maintain and grow its rescue and educational programs and therefore continue its positive impact on people in the community by reducing the number of unwanted horses and provide therapeutic services to participants needing physical and mental health services.
      Brook Hill Farm has 3 long term goals. The farm needs to continue to replace all original fencing, and continue to strive to being able to offer competitive salary money to keep and maintain the staff, with the ultimate goal of having 7 full time employees. Third, we will begin to lay the groundwork to secure the funding for the indoor arena. This project will take precedence in 2019, as an indoor arena is needed to provide services to our clients, and to be able to continue our rehabilitation work with the rescue horses during inclement weather.
      To ensure that Brook Hill Farm will be sustainable, in 2016 Brook Hill Farm set up an endowment. Currently we have $80,000 divided into two endowment accounts. Each year we add funds to these accounts, to continue to provide sustainability for the organization.

Horse Rescue, Rehabilitation, Retraining & Re-homing:
Overview of our programs involved with rescue, rehabilitation, retraining, re-homing and/or retirement:
     One of only a few fully accredited horse rescues by the Global Federation of Animal Sanctuaries, and fully accredited by the Thoroughbred Aftercare Alliance for the care of our thoroughbreds, horses that are no longer useful and/or injured that have been relinquished or seized are evaluated by our staff of knowledgeable professionals. The horses are put into a rehabilitation program carried out by college interns and volunteers. Once healed, the horse is available for placement in a life-time free lease agreement with a carefully screened applicant or used in our Therapeutic riding programs, or if needed, are provided sanctuary at the farm. 30 to 40 horses are kept on the property at any one time; the total number of horses served in any year fluctuates based on recovery time and placement. To date we have helped over 485 horses since our inception!

Equine Assisted Activities and Therapies (EAAT):
Our organization provides the following equine-assisted activities and/or therapies (EAAT):
    Equine-Assisted Activities (EAA)
    Equine-Assisted Learning (EAL)
    Therapeutic Riding (Adaptive Riding)
Not Checked:
    Equine-Assisted Therapy (EAT)
    Equine-Facilitated Psychotherapy (EFP)
    Hippotherapy
    Interactive Vaulting
    Therapeutic Driving

Our organization provides services for the following specific populations:
Children (10 & Under)
Tweens (11-12)
Teens (13-18)
Adults (Over 21)
Seniors (65-79)
Elderly (80 & Over)
Veterans
Ethnic Minorities
Socioeconomically Disadvantaged
At-Risk Youth

Our organization provides services to individuals with:
Alzheimers/Dementia, Arthritis, Attention Deficit Disorder (ADD), Autism, Behavioral disorders, Cerebral palsy, Chronic illness, Cognitive disabilities, Development delay or disability, Down Syndrome, Economic disadvantages, Emotional disabilities, Genetic conditions/disorders, Hearing impairment, Intellectual disability, Joint abnormalities, Juvenile delinquency, Language impairment, Learning disabilities, Life-threatening illness, Mental health disabilities, Multiple sclerosis, Obsessive Compulsive Disorder (OCD), Physical disabilities, Post Traumatic Stress Disorder (PTSD), Stroke, Substance abuse/addiction, Terminal illness, Violence, abuse or trauma, Visual impairment, Weight Control disorders

Overview of our programs involved with providing EAAT to individuals with special needs:
     1) Rockin’ Riders,” A Traditional Therapeutic Riding Experience - Therapeutic riding uses equine-assisted activities for the purpose of contributing positively to cognitive, physical, emotional and social well-being of people with disabilities. A disability does not have to limit a person from riding horses. In fact, experiencing the motion of a horse can be very therapeutic. Because horseback riding rhythmically moves the rider's body in a manner similar to a human gait, riders with physical disabilities often show improvement in flexibility, balance and muscle strength. In addition to the therapeutic benefits, horseback riding also provides recreational opportunities for individuals with disabilities to enjoy the outdoors. At Brook Hill Farm, we use re-trained rescue horses in our program, and professional staff and volunteers work closely with riders to ensure safe riding sessions. A new rider is generality assisted by two side-walkers who walk alongside the horse, as well as a horse leader. Unlike most programs, our program includes teaching life skills and horse knowledge, and allows socialization among the participants. This program is also open to Veterans.
     
     2) Schooling with Horses – Equine Facilitated Learning and Academics “Aiding personal growth and development of life skills through horse interactions.” As a Premier Accredited Center by PATH International, Brook Hill offers professional Equine Facilitated Learning to Bedford County at-risk youth. This program offers many different activities involving the rescue horse as a partner, either under saddle or on the ground. The EFL learning process is planned and guided, with the goal being to increase the participant’s social competence and positive behavior.
     Horses are congruent; they provide immediate meaningful feedback of non-verbal behavior. In an EFL setting, the participants attempt to manage and direct their own behavior to evoke desirable responses from the horse. The participants learn to recognize and give non-verbal communication cues to their horses through pressure, release and posture. This process allows the participants and facilitators to reflect on their behavior and the horse’s response through thoughts, feelings and communication skills and then apply these skills to a human partner. The program is set up to improve self and social awareness, personal responsibility, goal directed behavior, self-management, communication skills, and positive behavior. An Educator and a Registered Riding Instructor and an Equine Specialist in Mental Health and Learning oversee these programs. These at-risk youth are appointed by the Bedford County School System and the participants also work on their academics while they are at the farm.
     
     3) United Neigh: “An At-risk youth development program with the goal of High School graduation”
     United Neigh is an innovative program created for at-risk youth ages 12-18, led by adults and college interns, to teach its members basic horse care, horse rehabilitation, riding skills and personal accountability with the goal of decreasing the high school drop–out rate. The National Education Association’s Twelve Point Plan for Reducing the School Dropout Rate pinpoints “community-based, real-world learning experiences for students” and involvement in small after school groups as a key factor in increasing the rate of high school graduation. The farm’s unique program utilizes equine facilitated learning to provide just such an experience for at-risk youth in the City of Lynchburg and surrounding counties.
     
     4) United Neigh Research Project
     Brook Hill Farm is conducting a research project to test the effectiveness of using Equine Assisted Learning combined with traditional tutoring to address the problem of adolescents dropping out of high school. If major threats to youth are those adversities that undermine basic protective systems for development, then efforts to promote competence and resilience in at-risk children should focus on strategies that protect or restore the efficacy of these basic systems. Equine Assisted Learning is a relatively new field that might be able to teach competence and resiliency, with the horse providing immediate and meaningful feedback. The EAL learning process is planned and guided, with the youth being able to address and alter their maladaptive behaviors in a new and challenging environment. Currently there is a pronounced lack of quantitative research to substantiate the effectiveness of EAL. It has been seen at Brook Hill Farm, that once the youth has developed competence and resilience through deliberate practice with the horses, that the youth are able to transfer those skills back into the classroom. To date, Brook Hill has a 100% graduation rate amongst its members.
     
     5)Seniors Helping Seniors - This program was developed to help support the horses in sanctuary at the farm. The senior horses and senior population have a lot in common – both cannot perform like they did in their youth, but both still want to be active! The horse’s ability to interact honestly with humans and other horses, plus the animal’s ability to mirror the nuances of human body language make the horse the perfect animal to allow seniors to socialize, improve confidence, and meet the physical tests of growing older, as well as share their horse experiences with the rest of us! This program meets twice a month and includes: Coffee/Tea and educational talk about horses, grooming, leading, groundwork, riding, if appropriate, working with a certified riding instructor, sharing stories of your equestrian experiences in days gone by.
     
     6) Gaits 4 Change - This program was developed for youth in transition, those in social service programs, or those youth that do not fit in the Rockin’ Riders program, but are not yet ready for United Neigh. This group has up to four participants and meets once a week with a concentration of equine therapy for mental health and riding skills.

At a time when equestrian sports are under pressure to protect horses while making those sports more accessible, so too must all equine organizations ensure that horses are treated humanely when interacting with people with and without special needs. Our organization takes the following steps to ensure that horses are benefiting from their interactions with people:
     As a horse rescue, and a therapeutic riding center, Brook Hill is in the unique position where we are doing research to document the importance of meeting our horses physical and emotional needs. The Executive Director partners with Randolph College teaching Intro to Equine Science and Equine Assisted Therapies, where the welfare of the horse is of prime importance. Brook Hill Farm also has participated on the Equine Welfare Committee for PATH International, is involved with the Homes for Horses Coalition, and is on the Horse Council for the state of Virginia looking at ways to ensure that horses are treated humanely while doing this work. At Brook Hill Farm the horses roam 60 acres as a herd 24/7, and only participate one hour a day in a session, no more than 4 times a week. The rest of the time they are allowed to be horses. All the staff are trained in recognizing lameness and emotional burn-out. As a horse rescue and therapeutic riding center, most of our horses come to the rescue, heal from their lameness issue, and then partner in our program. We then will rotate them out of the program and put them up for adoption when they show us signs they are no longer happy in their job, or have just been in the program for a certain length of time. At this time we rotate another retrained horse into the program. We have been doing this successfully since 2001.


DEFINITIONS:
Equine Assisted Activities and Therapies (EAAT): Any equine-assisted activity or therapy, mounted or ground-based, including but not limited to treatments that incorporate equine activities and/or the equine environment and/or experiential learning approaches that promote the development of life skills for educational, professional and personal goals through equine-assisted activities. Equine assisted activities include but are not limited to therapeutic riding, therapeutic driving, interactive vaulting, grooming and/or stable management.

Special Needs: Any difficulty or difficulties (such as a physical, emotional, behavioral, or learning disability or impairment) that require or benefit from assistance and support from certified specialists, therapists, counselors, instructors, trainers and/or facilitators. The difficulty may not be limited to a health issue but may result from the interaction between the individual and the society in which he or she lives arising from an abusive or unhealthy environment and a lack of resources, including economic resources, which can impact an individual's ability to successfully transition into adulthood and being at-risk of a future with less than optimal outcomes.

At-Risk: Refers to being at-risk of a future with less than optimal outcomes. Youth are considered at-risk for a number of reasons, such as if they are homeless or transient, involved in drugs or alcohol, abused sexually, physically or emotionally, mentally ill, neglected at home or live in stressful family environments, lacking social or emotional supports, and involved with delinquent peers. At-Risk youth are likely to be involved in a number of risky behaviors, such as running away, skipping school, drinking under age, engaging in sexual behavior, displaying disruptive behavior, bullying/harassment, fighting, and committing acts of vandalism.


Community Outreach and/or Public Education:
Overview of our programs involved with providing community outreach and/or public education programs involving horses:
     1) Brook Hill Farm partners with Randolph College teaching college courses in Equine Science including a courses entitled, Introduction to Equine Science and Equine Assisted Therapies. The Executive Director is currently working on adding a class in Equine Behavior.
     
     2) College Interns - Educational opportunities in collaboration with regional schools including Virginia Tech are provided for college students to participate in internships earning them credit in the following fields: Animal Sciences, Animal Psychology, Biology, Education, Special Education, Business, Communications, and Pre-Veterinary Studies. Brook Hill Farm partners with Randolph College providing college courses in therapeutic riding instruction
     
     3) Community Outreach Programs: Brook Hill Farm partners with existing programs such as the Salvation Army, Alliance for Children, Boy and Girl Scouts, Church groups, School Groups and others to provide a hands-on one day educational program in basic horse care and knowledge, that creates community awareness of the plight of the unwanted horse. This summer Brook Hill Farm plans to increase these programs to other groups in the community.
     
     4) Summer Camp: In 2018 Brook Hill Farm offered a 5 day summer camp teaching children with special needs all about horses n a small group setting, including: horse management, horse biology, horsemanship skills, and riding.

GOVERNANCE, MANAGEMENT & CONFLICT OF INTEREST

Staff & Volunteers:
Chief Staff Officer (CSO):  Jo Anne Miller - Executive Director
Employees:   Full-Time:  6  Part-Time:  1  Volunteers:  1027

Staff Recruitment, Screening and Training processes:
    Prospective staff complete a written application
    Prospective staff must provide in writing if they have ever been convicted of a felony, convicted of a sexual offense, or convicted for animal cruelty or neglect
    Every member of the staff is required to complete a Liability Release/Hold Harmless Agreement
    Every member of the staff is required to provide Emergency Medical Information
    Every member of the staff is required to sign a Photo Release
    Every member of the staff is required to undergo a Background Check and Random Drug Screening
    Every member of the staff carries current health insurance
    Every member of the staff has a written job description
    Every member of the staff is evaluated on an annual and as needed basis or with any change in their job description
    Every member of the staff is updated on all the organization's policies and procedures on a annual and as needed basis or with any change in policy or procedure
    Every member of the staff receives training that includes safety guidelines, confidentiality, horse handling, horse identification, and emergency procedures; additional training is job specific
    Every member of the staff has a supervisor and is responsible for keeping their supervisor up to date on work related activities
    The organization provides an Employee Handbook to every member of the staff
    The Employee Handbook includes employee-related information, such as hours of work, vacation, sick leave, dress code, cell phone usage, and the protocol for dismissal
    The Employee Handbook is reviewed annually and updated
    One or more staff members are trained in CPR and human first aid
    One or more staff members are trained in equine first aid
Not Checked:
    Every member of the staff provides parent/guardian information if applicable

Volunteer Recruitment, Screening and Training processes:
    Prospective volunteers complete a written application
    Prospective volunteers must provide in writing if they have ever been convicted of a felony, convicted of a sexual offense, or convicted for animal cruelty or neglect
    Every volunteer is required to complete a Liability Release/Hold Harmless Agreement
    Every volunteer is required to provide Emergency Medical Information
    Every volunteer is required to sign a Photo Release
    Every volunteer provides parent/guardian information if applicable
    Every volunteer 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 a annual and as needed basis or with any change in policy or procedure
    Every volunteer receives training that includes safety guidelines, confidentiality, horse handling, horse identification, and emergency procedures; additional training is job specific
    Every volunteer is assigned a supervisor (staff member and/or senior volunteer) and is responsible for keeping their supervisor up to date on work related activities
    The supervisor assesses the volunteer's abilities and assigns specific duties to the volunteer based on their skills
    The organization records and maintains written attendance information and hours on every volunteer
    The Volunteer Handbook includes volunteer-related information, such as hours of work, dress code, cell phone usage, and the protocol for dismissal
    The Volunteer Handbook is reviewed annually and updated
    The organization holds regular orientation sessions for volunteers and prospective volunteers that includes an overview of the organization, its mission, activities, volunteer responsibilities and expectations, safety guidelines, and a tour of the facility
Not Checked:
    Every volunteer is required to undergo a Background Check and Random Drug Screening
    The organization provides a Volunteer Handbook to every volunteer

Please provide any additional explanation regarding your governance, staffing and volunteer practices or further explanation of your answers above.
We keep a volunteer handbook in the office at all times. Before a volunteer is able to begin participating, they must sit in the office, read and then sign off that they have read the volunteer handbook. (We found this has led to less paper being thrown away, and there is always a copy of the handbook available, should any questions arise!)
     We are currently updating our website.
     
     All the financial information etc. is available on Guidestar

Governing Body:
Board meetings per year:  12
Number of Board Members:  10  Number of Voting Board Members:  10

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

Board/Staff Relationships:
Are any members of the Board or Staff related to each other through family or business relationships? Yes
If yes, provide the name, title, responsibility and family/business relationship of each Board and/or Staff member.
Leslie Graham - Board Chairman (Daughter)
     JoAnne Cole - Secretary (Mother)

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.
Executive Director, owns the facility at which organization operates, and is compensated for rent for the facility.

Conflict of Interest:
Does your organization have a written conflict of interest policy and regularly and consistently monitor and enforce compliance with the policy, including requiring officers, directors or trustees, and key employees to disclose annually interests that could give rise to conflicts?  Yes

Organization documents available on our website:
    Equine Intake Guidelines
    Adoption/Foster Agreement

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
    Employee Handbook
    Bylaws

Additional Comments:
We keep a volunteer handbook in the office at all times. Before a volunteer is able to begin participating, they must sit in the office, read and then sign off that they have read the volunteer handbook. (We found this has led to less paper being thrown away, and there is always a copy of the handbook available, should any questions arise!)
     We are currently updating our website.
     
     All the financial information etc. is available on Guidestar
Financial Reporting:
Month Fiscal Year Ends: 12
Type of Financial Reporting (Audit, Review, Compilation): Review
Type of IRS Filing (990, 990-EZ, 990-N): 990
Does the uploaded Pro Forma 990/990 represent 2018? No
View The IRS Form 990/Pro Forma 990

POLICIES

Acquisition
Our organization acquires horses/equines from the following source(s):
    Donation  
    Return  
    Surrender  
    Seizure  
    Abandonment  

Our organization does not acquire horses/equines from the following source(s):
    Free Lease  
    Purchase/Adoption from Owner  
    Purchase from auction, kill pen or feedlot  

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

Not Checked:
    Stallions
Definitions:
Donated: The ownership and custody of the horse is transferred to the organization by its owner/trainer/responsible agent utilizing a donation document.
Free Lease: The ownership of the horse is maintained by the owner/trainer/responsible agent; the custody and responsibility for the shelter and care of the horse is transferred to the organization utilizing a free lease document.
Purchased: The ownership and custody of the horse is transferred to the organization by its owner/trainer/responsible agent utilizing a purchase document.
Surrendered: The ownership and custody of the horse is relinquished to the organization by its owner/trainer/responsible agent without the use of a donation document.
Seized: The ownership and custody of the horse is transferred to the organization as a result of the horse being seized by law enforcement or another agency and removed from the owner.
Abandoned: The ownership and custody of the horse is transferred to the organization as a result of the horse being abandoned by the owner or the owner was unable to be located.
Returned: The horse was previously a part of the organization, was adopted, and ownership and custody of the horse has been transferred back to the organization.

Feral/Wild Horse: Free-roaming horses that are descendants of the domesticated horse and have no or limited human contact.

Foal: An equine up to one year old; a colt is a male foal and a filly is a female foal.
Mare: A female equine.
Stallion: A male equine that has not been castrated.
Gelding: A castrated male equine.


Our organization will accept the following breeds:
    American Saddlebred
    Appaloosa
    Arabian
    Draft
    Mustang
    Friesian
    Hackney
    Miniature Horse
    Morgan
    National Show Horse
    Paint
    Quarter Horse
    Standardbred
    Tennessee Walking Horse
    Thoroughbred
    Warm Blood
    Mixed Breed
    Other
    Andalusian/Lusitano
    Icelandic Horse
    Haflinger
    Norwegian Fjord
    Gypsy Vanner
    Feral/Wild
    Paso Fino
    Pinto
    Appendix Quarter Horse
    Rocky Mountain Horse
    Missouri Fox Trotter

Not Checked
    Donkey/Mule/Burro

Intake, Assessment & Training
Following arrival of the equine at the facility, the following is performed:
    Physical examination by a veterinarian
    Physical examination by trained barn staff
    Photographs are taken
    A Henneke Body Conditioning Score is assigned
    Physical examination by a farrier
    Physical examination by a dentist
    Coggins test
    Blood work other than Coggins
    Fecal test
    Vaccinations
    De-worming
    The horse is scanned to check for a microchip
    The horse is confined to a designated and separate area for isolation and quarantine at the facility for a prescribed period of time
Not Checked:
    The horse is microchipped if the scan indicates that there is no microchip
    The horse is confined to a designated and separate area for isolation and quarantine off-site for a prescribed period of time

The organization requires the following with respect to the health status of the horse prior to acceptance and arrival at the organization:
    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:

The organization has the following policies in place prior to a horse being accepted and/or arriving at the facility:
    The owner of a potential horse is interviewed over the phone or in person prior to seeing the horse
    The owner completes an application/contract which constitutes the agreement between the owner and our organization
    The owner is financially responsible for the shipping of the horse to and from the organization
    Horses are not taken on trial
Not Checked:
    The horse is evaluated at its place of residence

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
    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
    Jumping
    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:
    Lunging
    Driving (Pulling a carriage)

The typical length of quarantine is:   10 to 20 days

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

Additional information about our intake, assessment & training policies and practices:
Our intake, assessment and training policies and practices are based on each individual horse and its circumstances and needs. The above answers are based on averages


Breeding
The organization has the following policies related to breeding and stallions:
    Our organization does NOT breed horses.
    The facility or facilities where our organization conducts its programs, including foster facilities, does NOT breed horses
Not Checked:
    Our organization breeds horses
    The facility or facilities where our organization conducts its programs, including foster facilities, are permitted to house stallions
    The facility or facilities where our organization conducts its programs, including foster facilities, breeds horses


Euthanasia
The organization has the following policies related to euthanasia:
    Our organization will never have a horse euthanized for space
    Our organization will never have a healthy horse euthanized
    Our organization may have a healthy horse euthanized if it is a threat to itself, other horses, or people
    Our organization may have a horse euthanized after all reasonable treatment options have been explored
    Euthanasia is done on site when possible to decrease trauma from transport
    Disposal of the carcass is handled within 24 hours
Not Checked:
    Our organization does not euthanize horses under any circumstances.
    Euthanasia is done at the veterinarian's facility

Horses will be euthanized upon the recommendation of:
    Veterinarian
Not Checked:
    Senior staff member without a veterinarian's recommendation
    The Board of Directors, or a member of the Board of Directors, without a veterinarian's recommendation
    Not applicable. The organization does not euthanize horses

The following are authorized to administer the procedure for your organization in accordance with state laws:
    Veterinarian
    Veterinary student under the supervision of a licensed veterinarian
Not Checked:
    A certified euthanasia technician
    Senior staff with appropriate training
    Employee of animal control shelter or humane society with appropriate training
    Not applicable. The organization does not euthanize horses

The organization utilizes the following methods of euthanasia:
    Intravenous administration of an overdose of barbiturates
    Intravenous administration of a solution of concentrated potassium chloride (KCl) with the horse in a surgical plane of general anesthesia

Additional information about our euthanasia policies and practices:
Euthanasia is only an option when there is no other humane option available. Reasons for euthanasia to include: terminal illness or injury where there is no possibility of recovery, behavioral problems that pose a perilous threat to other animals or humans, disease transmission, and old age where the quality of life is impaired by major loss of functions. This procedure is done under the guidance and recommendation of a licensed Veterinarian, and the veterinarian chooses the drug that is most appropriate.

Rehoming
Our organization has the following re-homing (adoption/purchase) policies and procedures in place:
    All potential adopters/purchasers complete an application/contract which constitutes the agreement between our organization and the new owner
    Potential adopters/purchasers must visit our organization and be observed with the horse on site
    Potential adopters/purchasers are encouraged to do a short-term, on-site foster with the horse
    Adopters/purchasers can return a horse to our organization free of charge
    Adopters/purchasers can return a horse to our organization for a fee
    Our agreement states that re-homed horses CANNOT be sold, auctioned, or given away under any circumstances
    Our agreement states that re-homed horses cannot be bred
    Our agreement states that if there is any breach of contract the horse must be returned to our organization
    Our agreement states that our organization reserves the right to visit the horse at any time.
    Adopters/purchasers are required to provide updates (photos, vet records) for three or more years
Not Checked:
    Our organization does NOT re-home a horse to first time horse owners
    Our organization will only re-home a horse to a location where another horse resides
    The distance of a potential adopter/purchaser's home from our facility is a consideration for when re-homing a horse
    Our organization conducts a site visit of the adopter/purchaser's facility before the transfer of the horse to the adopter/purchaser's facility
    Our agreement states that re-homed horses CAN be sold or given away with prior written approval of our organization
    Our agreement states that our organization reserves the right to make unannounced visits to see the horse within the first year of adoption
    Our agreement states that our organization reserves the right to make scheduled visits to see the horse within the first two years of adoption
    Adopters/purchasers are NOT required to provide updates
    Adopters/purchasers are required to provide updates (photos, vet records) for one year
    Adopters/purchasers are required to provide updates (photos, vet records) for two years
    Our organization does not re-home horses under any circumstances; our organization retains custody of our horses and ensures care of the horses for their lifetimes.

Our organization requires references from the following:
    Veterinarian
    Farrier
    Personal/Other
Not Checked:
    Our organization does not re-home horses under any circumstances; our organization retains custody of our horses and ensures care of the horses for their lifetimes.

Transfer of ownership occurs:   Our organization retains ownership of the horse for its lifetime

The average equine re-homing (adoption/purchase) fee received by your organization:
Not applicable; None received

Our organization has the following rehoming fee policies:
    Not applicable
Not Checked:
    All equines have one set fee
    Fees may vary depending on species
    Fees may vary depending on the equine level of training
    Fees may vary depending on the equine breed
    Fees may vary depending on the equine age
    Fees may vary depending on the equine type
    Fees may vary depending on the equine health and soundness

Our organization has the following policies and procedures related to horses that need to be retired, are no longer useful, or are no longer manageable:
    Horses may remain at our organization for their lifetimes
    Horses may be found suitable homes by our organization
    In the case a horse is unmanageable and demonstrates repeated dangerous behaviors, the horse may be euthanized
    In the case a horse is unsound and/or unhealthy and cannot be treated to relieve suffering, the horse may be euthanized
Not Checked:
    Horses may be returned to their owners
    Horses may be sent to auction
    If a suitable home cannot be located within 12 months, the horse may be euthanized

Does your organization provide horses to any facility to use in research or medical training? 
     Yes
Please explain where and for what purpose horses are provided to use in research or medical training? 
     All of our studies have been done in conjunction with a college or University. We have been a part of college study on herd behavior, a medical procedure, and discovering the best over the counter product for rain rot. We partner with colleges and provide internships for students in pre-vet and veterinary studies

Does your organization sell, donate or give a horse to an auction? 
     No

Additional information about our rehoming policies and practices:
Brook Hill Farm has a free-lease program - we retain ownership of the horse. We do not visit the adoptor's facility, rather our veterinarian speaks with the adoptor's veterinarian and they decide if the home is adequate. We require that the horse has a companion, but it does not need to be a horse - a donkey is acceptable. We will re-home to first time horse owners after they have completed training at the farm.
View Rehoming Application/Agreement

FACILITY INFORMATION

Total facilities at which our organization cares for and shelters horses used in our programs: 1
Brook Hill Retirement Center for Horses, Inc
Brook Hill Retirement Center for Horses, Inc
7289 Bellevue Road Forest VA 24551
Contact: Jo Anne Miller
Contact's Phone: 540-586-7432
Contact's Email: executivedirector@brookhillfarm.org

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

If not owned, provide the name, address, phone, email and contact person of the organization(s) and/or individual(s) who owns the facility:
Jo Anne and Jay Miller

If not owned, does your organization have a written agreement with the owner? Enter Yes or No.   Yes

If not owned, please provide the following information below: Start date and end date of current written agreement (term) and what is the organization's plan for the end of the written agreement? 
     Prepared by: B. Leigh Drewry, Jr., Cunningham Drewry Tax Map Reference No: 114 A 120 THIS LEASE AGREEMENT, made this 1st day of July, 2011, by and between JAY R. AND JOANNE E. MILLER, Grantor, herein referred to as "Landlord," whose address is 7289 Bellevue Road, Forest, VA 24551, BROOK HILL RETIREMENT CENTER FOR HORSES, INC., Grantee, herein referred to as "Tenant," whose address is 7289 Bellevue Road, Forest, VA 24551. WITNESSETH: THAT for and in consideration of the mutual covenants contained herein, the Landlord and Tenant hereby covenant and agree as follows: PREMISES Landlord agrees to lease to Tenant the hereinafter described premises solely for the purpose or purposes specified herein, and subject to the terms and conditions herein set forth for a term of twenty (20) years, to commence on the 1st day of July, 2011, and to end on the 30th day of June, 2031: Fenced pastures, Barn 1, Barn 2 and the 2 room house of the total property consisting of 43.95 acres known locally as Brook Hill Farm with an address of 7289 Bellevue Road, Forest, Bedford County, VA and bearing Tax Map #114 A 120. This does not include the main dwelling, 2 outbuildings and surrounding yard. Brook Hill Farm also has access to additional acreage on a neighboring property on a year to year basis, bringing the total acreage used for the horses to 60 acres. An additional 12 acres is also available. It is the goal of the current management team of Brook Hill Farm for the organization to last far beyond the current Staff. Since its inception in 2001, it has been the goal of the farm to establish an endowment for the eventual purchase of property for the organization to continue. This endowment is built into the long term plan, and will begin to be a reality in 2015.

If not owned, please provide the details as to what services are provided by the owner and if and how the owner is compensated. 
     PREMISES Landlord agrees to lease to Tenant the hereinafter described premises solely for the purpose or purposes specified herein, and subject to the terms and conditions herein set forth for a term of twenty (20) years, to commence on the 1st day of July, 2011, and to end on the 30th day of June, 2031: Fenced pastures, Barn 1, Barn 2 and the 2 room house of the total property consisting of 43.95 acres known locally as Brook Hill Farm with an address of 7289 Bellevue Road, Forest, Bedford County, VA and bearing Tax Map #114 A 120. This does not include the main dwelling, 2 outbuildings and surrounding yard. Brook Hill Farm also has access to additional acreage on a neighboring property on a year to year basis, bringing the total acreage used for the horses to 60 acres. An additional 12 acres is also available. The owner is compensated monthly, but at year end much of the monthly rent is donated back to the organization.

Is the facility in compliance with the Care Guidelines for Rescue and Retirement Facilities prepared by the American Association of Equine Practitioners (whether or not your organization is directly involved with rescue and retirement)? Yes
If no, please explain and specifically describe the areas in which the facility is not compliant. Not Applicable

If this facility is recognized as compliant with the published standards of another applicable organization, and/or accredited by another applicable organization, including any state licensure or registration process, please provide the details.
     2012 - Present: Fully Accredited by the Global Federation of Animal Sanctuaries 2015 - Present: Fully Accredited by the Thoroughbred Aftercare Alliance 2016 - Present: PATH International Premier Center "Brook Hill Farm stands out among a field of many wonderful equine rescues in their attention to detail beyond the expected excellence in equine care and rehabilitation," said Jeannine Alexander, GFAS Deputy Director-Equine. "Brook Hill Farm has successfully developed an incredibly professional administrative structure that anchors the confidence their supporters have in their organization. For example, they have created a detailed business/strategic plan that clearly tells the story of their past achievements and highlights their strategic road map to future success. We are so pleased with their plan that we have asked and been granted permission to share some of their document templates with rescues/sanctuaries that are in the process of GFAS Verification or Accreditation. In 2015 we shared this plan on a GFAS webinar,

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.
     Officer Jonathan Jackson 1345 Falling Creek Road Bedford, Virginia 24523 540-586-4800 J.Jackson@BedfordSheriff.org

Other than the animal control authority noted above, provide the contact information for all local, state and/or national authorities with whom your organization engages to address issues impacting horse welfare, including mailing address, email address, and phone information.
     Thoroughbred Aftercare Alliance Janice Towles: jtowles@jockeyclub.com,(859)224-2762 c/o The Jockey Club, 821 Corporate Dr., Lexington, KY 40503 Global Federation of Animal Sanctuaries Valerie Taylor: Equine, valerie@sanctuaryfederation.org,(623)252-5122 PO Box 32294, Washington, DC 20007 Homes for Horses Coalition Cindy Gendron: cindy@homesforhorses.org or (757)932-0394 VAERO - Virginia Alliance for Equine Rescue Organizations Co-Chairs Jo Anne Miller , Jorg Huckabee-Mayfield Jorg - 1688 Burke’s Tavern Road, Burkeville, VA 23922 (434)767-2839 Previous Co-Chairs Equine Welfare Committee PATH International - JoAnne Miller, Marcie Ehrman Marcie - marcie210@hotmail.com

Does your organization operate programs involving horses AT THIS FACILITY that serve individuals with special needs, including but not limited to equine assisted activities and therapies? Yes

Enter the total number of instructors/trainers (full-time and part-time) involved with your organization's horse-related programs at this facility: 4

Instructors Assigned to this Facility: (see Instructor Section below for details)
     1. Instructor: Amy Swortzel
     2. Instructor: Jo Anne Miller
     3. Instructor: June Buracher
     4. Instructor: Tracy Russler

Brook Hill Retirement Center for Horses, Inc

Grounds
Total acreage dedicated specifically to the horses: 60
Our organization has use of the following at this facility:
Structures/Barns: 3  Run-in sheds: 3
Pastures: 3  Paddocks/Pens: 2
Uncovered Outdoor Rings: 2  Covered Outdoor Rings: 0  Indoor Rings: 0





Regarding structures at this facility where horses are stalled:
Do horses have assigned stalls in the structure(s)?    Yes    
Do all stalls/enclosures allow horses to lie down, stand up and turn around?    Yes    
Is there adequate ceiling & beam height (a minimum of 12 feet above the tip of the horse's ear) when standing in all stalls/encosures?    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 insure safety in all areas of facility?     Yes    
Are emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

How many hours per day, on average, are horses stalled? 0-3;
How many hours per day, on average, are horses turned out:
    Horses are out 24/7
    Horses are out 24/7 except they are brought in to feed
    Horses are out 24/7 except when they are being trained
    Horses are out 24/7 except when they are used for the conduct of the organization's programs

The following describes the pastures at this facility:
✔    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 horses (i.e., trees)
✔    Pastures have man-made protection for horses (i.e., shelters)
Not Checked:
    This facility does not have pastures where horses can graze on pasture grass
    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
✔    Turnout areas have man-made protection for horses (i.e., shelters)
✔    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
Not Checked:
    This facility does not have turnout areas
    Barbed wire is used for fencing
    Electric fencing is used; electric wires or tape fence are visibly marked

The following policies and procedures are in place at the facility to restrict public access and to keep horses safe:
✔    The property owner, staff member or caretaker lives on the premises and ensures that public access is restricted and is responsible for the security of the facility and horses
✔    Horses are checked overnight
✔    By Appointment Only signs are posted.
✔    No Trespassing signs are posted
✔    Hold Harmless signs are posted
✔    Authorized Personnel Only signs are posted
✔    Visitors are only permitted at specific times
✔    Visitors are only permitted in specific areas
✔    The property is fitted with motion lights
Not Checked:
    A security guard is present at night
    Entrance gates are locked at night
    The property is fitted with a security system monitored by police or a professional service
    The property is fitted with a security system that is monitored internally by staff (or the property owner)
    The perimeter of the property is fully fenced

Brook Hill Retirement Center for Horses, Inc

Veterinarian Information
Vet Assessment  conducted on 01/20/2019
Veterinarian: Dr. Ronald Fessler
Clinic Name: Windhaven Equine Clinic    Street: Po Box 2189    City: Forest  State: VA    Zip: 24551
Phone: 434-525-5112  
Equine Care
Horse Health Care/Barn Management Records: What system is used to collect and store health/horse care records?
    Notebook or equivalent (technology not utilized)
    Onsite computer with onsite backup storage system
    Onsite computer with cloud-based backup storage system
    Our organization utilizes a software application to maintain records
    The organization utilizes its own system to maintain records
    Our organization would use free cloud-based barn management software if available

The following items are consistent with our feed management plan and practices:
✔    Horses are provided with individualized feeding plans, including supplements, according to age and any health issues
✔    Feed plans are determined in consultation with a veterinarian
✔    Supplement plans are determined in consultation with a veterinarian
✔    Horses are fed in individual stalls
✔    Staff and volunteers are trained in proper feed measurements and protocols and observed periodically to ensure they are feeding correctly
✔    The feed chart is centrally located and updated as needed
✔    The area(s) where hay, feed, grain, and supplements are stored are kept clean, free of debris and chemicals, and protected from weather and other animals in rodent-proof and mold-proof containers and grain bins
✔    Feed, supplements and hay types are clearly labeled
✔    Water sources, i.e., buckets, troughs, automatic waterers, etc. are kept clean, free of debris and chemicals, and protected from weather and other animals
✔    Medications are kept in a locked, climate-controlled area
Not Checked:
    Horses are fed in groups

Our organization has the following policies and procedures in place pertaining to the ongoing assessment of horses in its care:
✔    Horses are assigned a Henneke Body Condition score upon arrival at the facility
✔    The Henneke Body Condition score is updated with each visit by the veterinarian
✔    Photographs are taken of each horse upon arrival at the facility and kept with the horse's health records
✔    Photographs are taken of each horse annually and kept with the horse's health records
✔    A weight limit of no more than 20% of the horse’s weight is established for each horse and is kept with the horse’s records and updated when needed
✔    Horses at our facility may be treated by an equine chiropractor
✔    Horses at our facility may be treated by an equine acupuncturist
✔    Horses at our facility may be treated by an equine massage therapist
✔    Horses at our facility may be treated by an equine nutritionist
Not Checked:
    The Henneke Body Condition score is updated monthly
    The Henneke Body Condition score is updated annually
    Photographs are taken of each horse monthly and kept with the horse's health records
    Photographs are taken of each horse with each visit by the veterinarian and kept with the horse's health records

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

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

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

Physical Examinations: How often is each horse given a physical exam by a veterinarian? Annually and when an issue arises

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

Parasite Control: Our organization has the following worming protocols in place: (Check all that apply
    The protocol for each horse is determined in consultation with a veterinarian
    Fecal testing is performed prior to the use of a de-wormer.

Fly/Insect Control: What remedies are used to control flies and insects?
    Fly Spray Repellent
    Fly Masks
    Fans

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

The following represent the manure removal practices in place at facility:
✔    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 piled in an area where horses are not located
    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::
✔    Horses are assigned the same stall/location each day
✔    Name plates are located on the stall
✔    A notebook or binder with photos and information on each horse is easily accessible
✔    A map/diagram is posted showing the location of each horse with horse names and photos
✔    Staff/volunteers are provided training on confirmation, markings, colors, and breeds
✔    Team leaders work with new staff/volunteers until they are able to identify the horses
Not Checked:
    Photos are located on the stall
    Horses wear halters with nametags
    Horse photos and profiles are available on the website
    Staff and volunteers are provided with an information packet with horse profiles, including photos and detailed descriptions

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
✔     All horses have specifically assigned tack, apparel and equipment that is not shared
✔    Saddle pads are shared
✔    Blankets, sheets and turn out apparel are fitted and utilized for each horse appropriate to the horse's needs and the weather conditions
✔    Blankets, sheets and turn out apparel are cleaned regularly as needed
✔    Tack is cleaned after each use
✔    Tack is inspected for overall working condition before each use by trained personnel
✔    Tack is assessed for fit before each use by trained personnel
✔    Tack is assessed for fit by trained personnel when a horse's body condition changes
✔    Tack is assessed for fit by trained personnel when a horse's disposition changes
✔    This facility enlists the services of a professional saddle fitter at least once a year
✔    Assigned tack is clearly labeled
✔    Tack is stored in a climate-controlled location
✔    Helmets are replaced after a fall
Not Checked:
    Saddles are shared
    Bridles are shared
    Bits are shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
     Halters are shared
    Tack is cleaned weekly
    Tack is cleaned only when needed
    Helmets are shared
    Helmets are cleaned/disinfected after each use
    Helmets are replaced at least every five years.


Emergency Preparedness
The following plans, policies, and procedures are in place at the facility to handle emergencies and address weather related issues, fire safety procedures, and/or any additional hazardous scenarios the facility could potentially experience:
✔    Emergency procedures are posted prominently
✔    Emergency phone numbers are posted prominently
✔    The facility owns or has access to a generator
✔    The facility maintains at least two weeks of hay, feed, shavings and medications
✔    The facility collects and maintains medical information from staff, volunteers, and clients
✔    The facility maintains appropriate liability and/or workers' compensation insurance
✔    All staff/volunteers are briefed regularly on emergency preparedness/safety procedures
✔    The organization has a written emergency preparedness/safety plan (EPP)
Not Checked:

The written EPP addresses the following areas:
✔    Local fire department and/or the state's emergency planning department procedures
✔    Medical emergencies for clients, staff, and volunteers
✔    Medical emergencies for horses
✔    Evacuation plans
✔    Power outages
✔    Fire
✔    Natural Disasters - thunderstorm, hurricanes, earthquakes, tornados, etc
✔    Terrorist attacks
✔    Protocols to notify emergency personnel
✔    Building/facility exit plans
Not Checked:

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 horses are stalled
✔    Permanent or temporary structures where horses are stalled are kept free of dust, cobwebs, trash, cleaning rags, and other flammable items
✔    Aisles and doorways are kept clear
✔    Heaters with automatic shutoff settings are used
Not Checked:

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

Horse Transportion
2-horse trailer with truck or van:
    1 Owned onsite  1 Access onsite but not owned  1 Access offsite;
3-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
4-horse trailer with truck or van:
    1 Owned onsite  1 Access onsite but not owned  0 Access offsite;
6-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
8-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
10-horse trailer with truck or van:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;


Equine Assisted Activities & Therapies (EAAT)
Total number of individual clients (not lessons) served annually: 226
Total number of individual clients participating in unmounted activities per week: 28
Total number of individual clients participating in mounted activities per week: 45
Total number of horses participating in EAAT programs at this facility: 20
Number of horses aged 3-8: 0
Number of horses aged 9-14: 2
Number of horses aged 15-20: 7
Number of horses aged over 20: 11
Average number of mounted hours per day each horse works: 1
Average number of unmounted hours per day each horse works: 1
Total number: 2
Total number of mounted horse hours per week: 3
Total number of unmounted horse hours per week: 3
Number of days per week that mounted programs are conducted at this facility: 5
Number of weeks per year that mounted programs are conducted at this facility: 50
Number of days per week that unmounted programs are conducted at this facility: 1
Number of weeks per year that unmounted programs are conducted at this facility: 50
Additional explanation: As a rehabilitation facility, many of our horses come to us with injuries. Under Veterinarian supervision, Brook Hill Farm gives the horses time to heal, and then gradually puts them back to work slowly, doing physical therapy under the guidance of the Vet. Rehabilitation is begun on the ground, and once the horse is serviceably sound, the horse may be used in our PATH programs with At-Risk youth,in our Rockin' Riders therapeutic riding program, Gaits 4 Change,or in our program for seniors. Once healed the horse may be available for free lease, or remain in our youth programs.

Brook Hill Retirement Center for Horses, Inc

Equine Costs and Inventory

2018 Operations: This facility was operational during 2018.

2018 Horse Care Costs
Actual Horse Care Costs
$33067     Feed (Grain/Hay)
$0     Bedding
$1698     Veterinarian
$6495     Farrier
$10990     Dentist
$5151     Other Therapies
$0     Manure Removal
$470     Medications & Supplements
$26000     Horse Transportation
$605     Maintenance
$1422     Horse/Barn Supplies
$000     Horse Care Staff
$10     Horse Training
$5000     Other direct horse-related costs not including overhead or other program costs.
$90908     2018 Total Horse Care Costs
Donated Horse Care Costs
$10000     Feed (Grain/Hay)
$3000     Bedding
$25000     Veterinarian
$4000     Farrier
$4000     Dentist
$500     Other Therapies
$0     Manure Removal
$1500     Medications & Supplements
$0     Horse Transportation
$5000     Maintenance
$3000     Horse/Barn Supplies
$12000     Horse Care Staff
$20000     Horse Training
$0     Other direct horse-related costs not including overhead or other program costs.
$88000     2018 Total Donated Costs


Additional Explanation:
Please remember we are a horse rescue that specializes in lameness, so although most of our Vet care is free, our expenses are high for their rehabilitation.

Average cost per day per horse: $6
Average length of stay for an equine: 317 days
Based on a total of 14600 days equines were in the care of this facility during 2018

Brook Hill Retirement Center for Horses, Inc

Equine Inventory

2018 Operations: This facility was operational during 2018.

2018 Horse Care Costs

2018 Brook Hill Retirement Center for Horses, Inc Horse Inventory
38 Total number of horses involved with your programs on January 1, 2018
PLUS: Horse Intake during 2018
4 Donated
0 Free Lease
0 Purchase/Adoption from Owner
0 Purchased from Auction/Kill Pen/Feedlot
1 Surrendered
2 Seized
0 Abandoned
1 Returned
8 Total intakes
LESS: Horse Departure during 2018
5 Horses adopted/sold:
Horses transferred/returned
1 Horses deceased
6 Total departures
40 Number of horses involved with your programs on December 31, 2018
29 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
11 Total number of horses permanently retired.

Summary: 38 on 1/1/2018+ 8 Intakes - 6 Departures = 40 on 12/31/2018

40 Total number of all horses at this facility on December 31, 2018
40 Maximum capacity of horses at this facility on December 31, 2018


8 Detail Horse Intake during 2018
4 Donated
2Thoroughbred
1 Aged 15-20
1 Geldings
1 Aged Over 20
1 Geldings
2Warm Blood
1 Aged 3-9
1 Geldings
1 Aged 15-20
1 Mares

0 Free Leased
0 Purchased from Owner
0 Purchased from Auction/Kill Pen/Feedlot
1 Surrendered
1Thoroughbred
1 Aged Over 20
1 Geldings

2 Seized
1Feral/Wild
1 Aged 3-9
1 Geldings
1Pinto
0 Aged Under 3
1 Aged 3-9
1 Mares

0 Abandoned
1 Returned
1Warm Blood
1 Aged Over 20
1 Geldings



Re-homing Detail during 2018:
5 Horses adopted/sold by breed, age & intended use:
1Paint
Aged Under 3
1 Aged 3-9 for Pasture Mate  
Aged 10-14
Aged 15-20
Aged Over 20
2Thoroughbred
Aged Under 3
Aged 3-9
1 Aged 10-14 for Recreation  
1 Aged 15-20 for Recreation  
Aged Over 20
1Other
Aged Under 3
1 Aged 3-9 for Competition  
Aged 10-14
Aged 15-20
Aged Over 20
1Icelandic Horse
Aged Under 3
Aged 3-9
Aged 10-14
1 Aged 15-20 for Recreation  
Aged Over 20







FACILITY INVENTORY SUMMARY

Total Facilities: 1
Brook Hill Retirement Center for Horses, Inc

38 Total number of horses involved with your programs on January 1, 2018
PLUS: Horse Intake during 2018
4 Donated
0 Free Lease
0 Purchase/Adoption from Owner
0 Purchased from Auction/Kill Pen/Feedlot
1 Surrendered
2 Seized
0 Abandoned
1 Returned
8 Total intakes
LESS: Horse Departure during 2018
5 Horses adopted/sold:
0 Horses transferred/returned
1 Horses deceased
6 Total departures
40 Number of horses involved with your programs on December 31, 2018
29 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
11 Total number of horses permanently retired.

Summary: 38 on 1/1/2018+ 8 Intakes - 6 Departures = 40 on 12/31/2018

40 Total number of all horses on December 31, 2018
40 Maximum capacity of horses on December 31, 2018




FACILITY COST SUMMARY

Total Facilities: 1
Brook Hill Retirement Center for Horses, Inc

Actual Horse Care Costs
$33067     Feed (Grain/Hay)
$0     Bedding
$1698     Veterinarian
$6495     Farrier
$10990     Dentist
$5151     Other Therapies
$0     Manure Removal
$470     Medications & Supplements
$26000     Horse Transportation
$605     Maintenance
$1422     Horse/Barn Supplies
$0     Horse Care Staff
$10     Horse Training
$5000     Other direct horse-related costs not including overhead or other program costs.
$90908     2018 Total Horse Care Costs
Donated Horse Care Costs
$10000     Feed (Grain/Hay)
$3000     Bedding
$25000     Veterinarian
$4000     Farrier
$4000     Dentist
$500     Other Therapies
$0     Manure Removal
$1500     Medications & Supplements
$0     Horse Transportation
$5000     Maintenance
$3000     Horse/Barn Supplies
$12000     Horse Care Staff
$20000     Horse Training
$0     Other direct horse-related costs not including overhead or other program costs.
$88000     2018 Total Donated Costs

Average cost per day per horse: $6




INSTRUCTOR INFORMATION

V. INSTRUCTORS

     1. Amy Swortzel

         Facility Participation:

         Brook Hill Retirement Center for Horses, Inc

Is the instructor certified by an organization that provides training in the programs, activities and/or services conducted by the organization? Yes
Certification 1:
Provide the name of the certifying organization: PATH INTL
Enter the year that the certification was awarded: 2018
Is the instructor's certification considered 'Active' by the certifying organization? Yes
Briefly describe the nature/level of the certification: Instructor in Training: She is certifying in August 2018
Certification 2:
Provide the name of the certifying organization: PATH INTL
Enter the year that the certification was awarded: 2018
Is the instructor's certification considered 'Active' by the certifying organization? Yes
Briefly describe the nature/level of the certification: Equine Specialist in Mental Health and Learning

     2. Jo Anne Miller

         Facility Participation:

         Brook Hill Retirement Center for Horses, Inc

Is the instructor certified by an organization that provides training in the programs, activities and/or services conducted by the organization? Yes
Certification 1:
Provide the name of the certifying organization: PATH International
Enter the year that the certification was awarded: 2011
Is the instructor's certification considered 'Active' by the certifying organization? Yes
Briefly describe the nature/level of the certification: Registered Riding Instructor
Certification 2:
Provide the name of the certifying organization: PATH International
Enter the year that the certification was awarded: 2012
Is the instructor's certification considered 'Active' by the certifying organization? Yes
Briefly describe the nature/level of the certification: Equine Specialist in Mental Health and Learning
Certification 3:
Provide the name of the certifying organization.PATH International
Enter the year that the certification was awarded: 2013
Is the instructor's certification considered 'Active' by the certifying organization? Yes
Briefly describe the nature/level of the certification: Mentor Training
Additional information about this instructor: The above instructor is also the Executive Director of the organization,and currently serves as an Adjunct Professor of Equine Science at Randolph College.

     3. June Buracher

         Facility Participation:

         Brook Hill Retirement Center for Horses, Inc

Is the instructor certified by an organization that provides training in the programs, activities and/or services conducted by the organization? Yes
Certification 1:
Provide the name of the certifying organization: PATH INTL
Enter the year that the certification was awarded: 2005
Is the instructor's certification considered 'Active' by the certifying organization? Yes
Briefly describe the nature/level of the certification: Registered Instructor

     4. Tracy Russler

         Facility Participation:

         Brook Hill Retirement Center for Horses, Inc

Is the instructor certified by an organization that provides training in the programs, activities and/or services conducted by the organization? Yes
Certification 1:
Provide the name of the certifying organization: Path International
Enter the year that the certification was awarded: 2015
Is the instructor's certification considered 'Active' by the certifying organization? Yes
Briefly describe the nature/level of the certification: Equine Specialist in Mental Health and Learning
Additional information about this instructor: Tracy holds a bachelor's degree from Ohio University with a major in business and computer programing.





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