MISSION & PROGRAMS

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 provides programs involved with equine rescue, adoption & retirement
Our organization conducts Equine Assisted Services in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS).
Our organization provides community outreach and/or public education programs involving horses.
Our organization is directly responsible for the care and shelter of equines involved in our programs.
100% of our total programs and services are equine-related.

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


Summary of organization's recent accomplishments, goals, strategies to achieve the goals, and capabilities to meet the goals, including its long-term plans to sustain its programs:
In 2023 we put together a committee to assess our United Neigh Pod School in order to better serve the needs of the local school district. Second, we had a total of 50 horses on property, adding 7 new horses, had 3 adoptions, and we lost 6 of our over age 26 group in sanctuary due to natural causes. To date we have helped 554 horses! We are beginning to recover from the pandemic and had 213 participants in our program, bringing us almost back to pre-pandemic levels. We welcomed Madison in January 2024 to eliminate some of the stress of a small staff. And, we received a legacy that we put into an account to draw interest, and plan to begin our project of installing a classroom for the Rockin’ Riders program. With this generous amount, we were also able to put an additional 10,000 into our endowment!
     
     In 2024 we need to decide how to move forward with the Pod School, either as a private school or a partnership with CVCC to continue to regionally serve the community. We hope to complete the Rockin’ Riders classroom and rebuild the mounting ramp. We hope to look at installing an electronic gate at the driveway to prevent people from entering the farm when closed. Finally, we need to continue to build up our resources so we can continue to build salaries to comparable, living wage levels and add to the endowment to ensure the longevity of the work at Brook Hill Farm.

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.
     As the executive director, I am proud to be the chair of the EQUUS Foundation Equine Welfare Advisory Group and am on the HHRF Equine well-being committee. It is my personal mission to be sure that every horse is cared for as naturally as possible, following the 5 domains. Not only at the farm, but I spend my volunteer time speaking at national conferences (the Herd Institute, HHRF, PATH Intl, HETI, etc.) specifically on the how the 5 domains influence both the horses mental and emotional state, sharing with others how horses liked to be cared for. All equines in our program never work more than once a day, and they always have the weekends off. Our horses live in a herd, are out 24/7, and it is our mission for them to live as naturally as possible.


Equine Transition Services:
Overview of our programs involved with rescue, rehabilitation, retraining, re-homing and/or retirement:
     Brook Hill Farm is committed to providing a safe harbor and rehabilitative focused services for abused, neglected, and injured horses. Most of the horses come from seizures and owner surrenders. Brook Hill Farm is proud to serve as the local animal shelter for horses for Bedford County.
     
     Many of the horses that come to the farm are high level performance horses that have suffered potentially career-ending injuries. The majority of these injuries heal with time, and the horses are able to resume their discipline at some level. Brook Hill Farm has a dedicated group of professionals including veterinarians, a chiropractor, an acupuncturist, a massage therapist, a farrier, and a dentist, who all work together with the staff and volunteers to create a rehabilitation plan uniquely tailored for each horse based on their individual needs.
     
     Brook Hill Farm is a fully accredited through the Global Federation of Animal Sanctuaries, and the Thoroughbred Aftercare Alliance. The farm guarantees all of the horses a lifetime of care. Many neglected and injured horses never fully recover. Brook Hill Farm is a place for horses to enjoy their retirement. Horses are domesticated creatures that thrive when given a purpose. Here at Brook Hill Farm the horses are tended to on a daily basis, being fed, groomed, and loved. These horses remain on the property in sanctuary and are cared for by the staff and volunteers for the remainder of their life.
     
     Brook Hill Farm has developed an innovative companion program that allows local horse owners to borrow retirees for a limited time span. These horses act as a friend for a horse that lives alone or stays with a foal as it is weaned. Brook Hill is proud to report that many of these temporary placements have led to permanent homes. Many other retired horses become part of the Equine Assisted Service Programs, helping youth and adults find healing through the bond of horses.

Equine Assisted Services (EAS):
Our organization provides the following Equine Assisted Services (EAS):
    Therapeutic Mounted Services
    Therapeutic Unmounted Services
    Equine-Assisted Psychotherapy/Counseling (Mental Health)
    Equine-Assisted Learning involving Academic Learning
    Equine-Assisted Learning involving Personal and/or Professional Development

5: Total number of Equine Assisted Service Providers at Brook Hill Retirement Center for Horses, Inc.

     1. Dawn Zurlo-Havey

         FACILITY PARTICIPATION:

         Brook Hill Retirement Center for Horses, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         Equine-Assisted Learning involving Academic Learning

         Equine-Assisted Learning involving Personal and/or Professional Development

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Dawn holds her CTRI Certification from PATH International to teach therapeutic mounted and unmounted horsemanship. She holds a bachelor's degree in education from Centenary University, enabling her to conduct EAL services.

     2. Gayanne Sparrazza

         FACILITY PARTICIPATION:

         Brook Hill Retirement Center for Horses, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Equine-Assisted Learning involving Academic Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Gayanne is a licensed Educator

     3. Jane Burks

         FACILITY PARTICIPATION:

         Brook Hill Retirement Center for Horses, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Equine-Assisted Psychotherapy/Counseling (Mental Health)

         Equine-Assisted Learning involving Personal and/or Professional Development

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Jane is a licensed counselor, and works with certified CTRIs or ESMHL when working with clients.

     4. Jo Anne Miller

         FACILITY PARTICIPATION:

         Brook Hill Retirement Center for Horses, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         Equine-Assisted Learning involving Academic Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Jo Anne Miller is a CTRI and ESMHL certified through PATH International. She is the Executive Director of the organization, holds a degree in education, and is a retired Professor of Equine Science at Randolph College, having taught courses in equine behavior, introduction to equine science, and equine assisted services.

     5. Tracy Russler

         FACILITY PARTICIPATION:

         Brook Hill Retirement Center for Horses, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Tracy is an Instructor in Training for her CTRI Certification for PATH International

Overview of our programs involved with providing EAS to individuals with special needs:
     Brook Hill Farm, a Path Premier Riding Center, provides the following programs
     
     1) Rockin’ Riders - A Traditional Therapeutic Riding Experience
     Brook Hill Farm’s Rockin’ Riders Program was designed to serve people with special needs in an inclusive community-based setting. The participants are taught riding and horsemanship skills in a social environment. The Rockin Rider experience aids in promoting physical, mental, and emotional well-being. The program pairs participants with rescue horses to work on developing riding skills and independence. A new rider is generality assisted by two side-walkers and a horse leader and are taught by a certified therapeutic riding instructor (CTRI). Unlike most programs, with the help of licensed educators, an exercise physiologist, and our licensed counselor, our program includes teaching horsemanship, horse knowledge, and helps to allow this population to participate in horse activities. This program is also open to Veterans.
     
     2) United Neigh Pod School
     Brook Hill Farm offers professional Equine Assisted Learning (EAL) in a small pod school environment for local at-risk youth. This program offers many different activities involving the rescue horse as a partner, both under saddle and on the ground. Educators, a counselor, and a riding instructor develop an Individual Horse Program for each student, based on their individual needs. Skills taught in the riding arena are riding skills, academics, self-mastery, empathy, and resilience, with special emphasis placed on teaching life skills that improve socialization and relationship building. The sessions are led by an educator, with the help of a counselor, both trained in equine assisted learning in education. The participants work on their academics each morning, and participate in horse activities in the afternoon.
     
     3) United Neigh: “An At-risk youth development program with the goal of High School graduation”
     Brook Hill Farm’s unique program, United Neigh, utilizes Equine Assisted Learning in Education combined with traditional tutoring to provide at-risk ages 12-18, who have a learning disability, or are socially disadvantaged. Participants follow a program that instills self-confidence, a strong sense of personal responsibility, recognition of the value of teamwork, and real-life workplace skills.
     
     The youth come to the farm two days a week and get to call a rescue horse their own as they aid the farm with its mission of rehabilitation. College interns serve as mentors. These role models promote the value of education, healthy lifestyle choices, and hard work in a safe, supportive family setting. Academic performance is a high priority; the youth struggling with schoolwork are tutored by college interns, volunteers, and staff.
     The Equine Assisted Learning in Education model provides a program that teaches young people a strong sense of personal responsibility, work ethic, and accountability. Everyone works together towards the mission of helping the rescue horses. Through hard work and love, the youth care for and heal their rescue horses, and, very often, find healing themselves. Since the program’s inception in 2002, the at-risk youth who have completed the program have all graduated from high school and have pursued some type of secondary education.
     
     4) Research
     In keeping with its mission of education, Brook Hill Farm is involved in a number of research projects, from laboratory-based biological studies such as studies on better ways to cure rain rot or developing better methods doing parasite counts, to the relationship between Equine Assisted Learning in Education and high school graduation rates of at-risk youth. These projects are done in collaboration with colleges and universities, such as Virginia Tech and Randolph College.
     
     5) Seniors Helping Seniors – Created by Seniors to help the horses in Sanctuary
     The program was created in order to support, socialize, and enhance the life of the sanctuary horses. In return, the horses allow the seniors to socialize and meet the physical tests of growing older as well as share their horse experiences with the rest of us! They participate in learning sessions, grooming, and riding when appropriate.
     
     6) Gaits 4 Change
     Gaits 4 Change was developed to serve youth in transition, those in social service programs, or those who are not eligible for the Rockin’ Riders program but are not yet ready for the United Neigh program. This small group has up to six participants and meets once a week to take part in Equine-Assisted Learning in Personal Development, horsemanship, and riding skills.
     
     7) Community Outreach
     The mission of Brook Hill Farm is to offer equine education to the community. Brook Hill takes this very seriously, as there are so many horses needing homes. Educating the public about the horses is a way to help more horses in need!
     Learning Station Program: Brook Hill Farm offers a hands-on 2-hour educational program in basic horse care and knowledge to groups and organizations in our local community, including the Salvation Army, Horizon Behavioral Health, and School Groups.
     
     Brook Hill offers exciting opportunities to Boy Scouts and Girl Scouts. The Boy Scouts have completed Eagle Scout projects including building new fence and building a deck. Girl Scouts have completed their Gold Key Award, such as helping to build the Rockin’ Riders arena. They also come to the farm to do one day service projects. Brook Hill Farm welcomes troops to come and see what Brook Hill Farm is about, and to meet and plan a troop or individual project! Please contact secretary@brookhillfarm.org to arrange a visit.
     
     Brook Hill Farm offers summer opportunities for local children. Each session runs for one week during the morning hours, and the session topics include horse care and safety, crafts, and mounted games. Many groups come to Brook Hill Farm to hold a club meeting – the farm loves to provide live demonstrations of the work that is done with people and horses.
     
     9) College Interns
     In collaboration with regional schools including Virginia Tech, Randolph College, University of Lynchburg, Sweet Briar, and Liberty University, the farm provides many opportunities for college students to participate in a variety of internships which earn them college credit in many fields. The farm offers internships for Pre-Vet and Vet tech students, Pre-Med and Biology students, Psychology, Social Work and Counseling, Education, Horse Training, and Riding instruction.
     
     10) United States Poly Club and 4-H
     In 2008, Brook Hill Farm established a 4-H Horse and Pony Club for all of the United Neigh members. With the four “H’s” standing for Head, Heart, Hands, and Health, 4-H possesses more than a century of experience in youth development programming. The emphasis of the horse and pony program is equine selection, nutrition, management, riding, recreation, fun and horsemanship. It has been proven that participating in 4-H horseback riding provides an outdoor sports fitness program for physical, personal, and emotional development, including confidence building. Most importantly, 4-H members pledge to build a better community, country and world for themselves and others. The 4-H program’s positive effect on youth aligns directly with the goals of the United Neigh At-Risk Youth Program.
     
     In 2011 Brook Hill Farm became an official United States Pony Club Riding Center in the Old Dominion Region, offering membership to United Neigh participants who have more advanced skills, and the capability to mainstream in equine activities. Brook Hill Farm’s mission encompasses the same core values as Pony Club; those of horsemanship, teamwork, respect, service and education. The curriculum of Pony Club includes riding on the flat, over fences, and in the open, providing an instructional program both mounted and unmounted, at all levels. The at-risk youth are able to attain certifications that are internationally recognized. Youth involved in our Adaptive Equestrian Sport programs can earn the right to become a member of the USPC, as they strive to maintain the core values of Pony Club.
     
     11) Saddle Club
     This program was developed for young horse enthusiasts, ages 6 - 12 who are interested in learning how to ride, with the emphasis on horse care and management. This gives young riders a strong foundation both in riding and in horse knowledge.

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 course entitled, Introduction to Equine Science and Equine Assisted Services.
     
     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, Business, Communications, and Pre-Veterinary Studies.
     
     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.
     
     4) Summer Program: Brook Hill Farm offers a summer program teaching children all about horses in a small group setting, including horse biology and the proper care of horses.
     
     5) As our mission is education, the Brook Hill staff speak at regional and national conferences speaking on how to be a horse advocate. Topics revolve around equine welfare and include things like soundness of body and mind, horse management, how to develop a business plan, weight-carrying and workload, caring and compassionate planning for the older horse, etc.

Research/Medical Use of Equines:
Our organization has made equines available for research studies or medical training.
Please explain where and for what purpose equines are/were 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, as well as educators and mental health providers.

Religious Affiliation:
Our organization does not promote religious education, religious purposes, or a specific religious faith or use donations for religious education or religious purposes; require participants to be of a certain faith; require participation in religious, instruction, activities or services; or require participation in prayer, worship, religious instruction or other religious activities as a condition of receiving social or secular services offered. 

Auction Donation:
Our organization has never allowed, or would not consider allowing, an equine to be sold, transferred, released, or otherwise placed into possession of any person or organization that would cause or allow the equine to be sold at auction for slaughter. 

EQUINE ASSISTED SERVICES CENSUS

Brook Hill Retirement Center for Horses, Inc.

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Equine Assisted Services (EAS)

2023 EAS Operations - EAS Providers: 5	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Horses/Equines participating in EAS programs at this facility
Number of horses/equines aged under 3	0	0	11	11
Number of horses/equines aged 3-8	0	0	0	0
Number of horses/equines aged 9-14	0	0	1	1
Number of horses/equines aged 15-20	0	1	1	2
Number of horses/equines Over 20	0	1	9	10
Total number of horses/equines participating in EAS programs at this facility	0	2	22	24
	Mounted	Unmounted
Number of hours per day each horse works	1	1
Number of days per week each horse works	3	2
Clients participating in EAS programs at this facility	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Total number of individual clients (not lessons) served annually	0	0	213	213
Average number of clients (not lessons) participating in activities per week	0	0	54	54
	Mounted	Unmounted
Number of days per week programs are conducted at this facility	5	5
Number of weeks per year programs are conducted at this facility	50	50
	Mounted	Unmounted
Average wait list time for a client	8 Weeks	8 Weeks

Additional explanation: All of our clients participate in both mounted and unmounted activities. Our program runs year-round, and each client comes according to their referral - some once a month, once a week, twice a week, etc. All of our horses in our programs are rescue horses that have been re-trained to work in our programs.

EQUINE CENSUS SUMMARY

Total Facilities: 1


43 Total number of horses involved with your programs on January 1, 2023
PLUS: Horse Intake during 2023
0 Donated
0 Lease
0 Purchase from Owner
0 Auction
0 Kill Pen/Feedlot
5 Surrendered
0 Seized
1 Abandoned
0 Returned
1 Transfer
0 Born at facility
0 Adoption from Rescue
0 Owner Owned
7 Total intakes
LESS: Horse Departure during 2023
3 Horses adopted/sold:
0 Horses transferred/returned
3 Horses deceased
3 Horses euthanized
9 Total departures
41 Number of horses involved with your programs on December 31, 2023
20 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
21 Total number of horses permanently retired.

Summary: 43 on 1/1/2023+ 7 Intakes - Departures = 41 on 12/31/2023 Adoption Rate: 6%

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):
    Lease  
    Purchase from Owner  
    Auction  
    Kill pen/Feedlot  

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

Not Checked:
    Stallions

Additional information about our acquisition policies and practices:
All adult Stallions are castrated before they arrive. Colts are kept in our isolation pen until they are castrated.

POLICIES: INTAKE, ASSESSMENT & TRAININING

Prior to a horse being accepted and/or arriving at the facility, the organization requires the following with respect to the health status of the horse:
    A current Coggins
    Vaccination records that have been administered within the last 12 months
    If health records are not available or are out-of-date, the owner is responsible for having vaccinations administered.
    If health records are not available or are out-of-date, our veterinarian will administer appropriate vaccinations
    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

Not Checked:

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 owner completes an application/contract which constitutes the agreement between the owner and our organization
    The owner is financially responsible for the shipping of the equine to and from the organization
    Equines are not taken on trial

Not Checked:
    The equine is evaluated at its place of residence

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

Not Checked:
    Physical examination by a veterinarian upon arrival
    The equine is microchipped if the scan indicates that there is no microchip

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

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

The typical length of quarantine is:   10 to 20 days

Horses are assessed for following skills and behaviors:
    Retrieval from a pasture/paddock
    Leading with a halter and lead rope
    Temperament, disposition and attitude, such as rated from very calm to very high spirited
    Saddling
    Bridling
    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)

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
    Photographs are taken of each equine annually and kept with the equine's health records
    Equines at our facility may be treated by an equine chiropractor
    Equines at our facility may be treated by an equine acupuncturist
    Equines at our facility may be treated by an equine massage therapist
    Equines at our facility may be treated by an equine nutritionist

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

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
    Temperature and/or weather conditions
    Seasonal impact on the equines' workload and weight-carrying capabilities and limitations

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

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

Additional information about our intake, assessment & training policies and practices:
The above answers are based on averages. Our intake, assessment and training policies and practices are based on each individual horse and its circumstances and needs. Seizures and abandoned horses go into immediate quarantine and are seen by a veterinarian within the first 24 hours, and are given the appropriate vaccinations, etc. as prescribed. Horses that are surrendered are first screened through veterinarians - Brook Hill Farm's veterinarian talks with the horse's current veterinarian to determine eligibility, rather than an actual visit to the farm. We require a health certificate signed by a veterinarian and dated no more than seven (7) days for horses that are owner surrendered to come with the horse when they arrive at the farm. If a horse comes in that has had no training, we work with a professional training organization in the area that will volunteer and give that horse a professional start.

POLICIES: BREEDING

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

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

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
    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. Our organization prohibits euthanasia under any circumstances

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.

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
    Potential adopters/purchasers are encouraged to do a short-term, on-site foster with the equine

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
    Our organization conducts a site visit of the adopter/purchaser's facility before the transfer of the equine to the adopter/purchaser's facility
    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
    In the case an equine is unmanageable and demonstrates repeated dangerous behaviors, the equine may be euthanized upon the recommendation of the veterinarian
    In the case an equine is unsound and/or unhealthy and cannot be treated to relieve suffering, the equine may be euthanized upon the recommendation of the veterinarian
    The organization will accept financial responsibility for equines in the current care of the organization that need to be retired or are no longer able to contribute to the mission of the organization if all alternatives have been explored to find the equine an appropriate placement and space is not available for the equine to remain at the organization.

Not Checked:
    Equines may be returned to their owners
    Equines may be sent to auction
    If a suitable home cannot be located within 12 months, the equine may be euthanized

The uploaded Re-homing agreement includes the following re-homing (adoption/purchase) statements:
    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 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
    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 three or more years

Not Checked:
    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 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
    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:
Not applicable; None received

Additional information about our rehoming policies and practices:
Due to insurance, Brook Hill Farm has had to amend their adoption contract to transfer ownership. To be sure that the horse returns to Brook Hill Farm if the adoption is unsuccessful, the contract now states that:
      If the recipient fails to comply with any of the conditions or regulations in the contract, Brook Hill Farm reserves the right to regain possession of the named horse.
      The named horse may not be bought sold or traded or given away. If the adopter is not able to care for the named horse, it must be transferred back to Brook Hill Farm.
      Horses are checked on by Brook Hill Farm contacting the adopter's vet on a yearly basis to get an update on the health of the horse.

EQUINE CARE & SHELTER/FACILITY INFORMATION

Total facilities at which our organization cares for and shelters horses used in our programs: 1
Our organization does not CURRENTLY use satellite, overflow, foster, and/or outreach facilities.

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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
Currently operational
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 41
Total number of horses at this facility INCLUDING those counted above: 41
Maximum capacity of horses at this facility: 45

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

Provide the contact information for the individual or organization responsible for investigating abuse in the county where the facility is located, including mailing address, email address, and phone information.
     Officer Tim Tillman 1345 Falling Creek Road Bedford, Virginia 24523 540-586-4800 police@bedfordva.gov

Does your organization conduct Equine Assisted Services (EAS) at this facility in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS)? Yes

Total number of Equine Assisted Service Providers AT THIS FACILITY, including instructors, specialists, therapists, counselors, coaches and/or facilitators (full-time, part-time, volunteer, independent contractors, and/or providers accompanying clients) that conduct Equine Assisted Services (EAS) in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS) AT THIS FACILITY:  5

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

     1. Dawn Zurlo-Havey
     2. Gayanne Sparrazza
     3. Jane Burks
     4. Jo Anne Miller
     5. Tracy Russler

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Brook Hill Retirement Center for Horses, Inc.

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Veterinarian Information
Veterinarian: Dr. Martha Moses, DDVM

4127 Wheatland Road
Bedford   VA   24523
Phone: 540-587-0211

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Overview: Brook Hill Retirement Center for Horses, Inc. (*Main)
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 41
Total number of horses at this facility INCLUDING those counted above: 41
Maximum capacity of horses at this facility: 45
Total acreage dedicated specifically to the horses: 60

Our organization has use of the following at this facility:
Structures/Barns: 4  Run-in sheds: 4
Pastures: 3  Paddocks/Pens/Turnout Areas: 2
Uncovered Outdoor Rings: 2  Covered Outdoor Rings: 1  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/enclosures?    Yes    
How often are the stalls/enclosures cleaned? 6-7 Days a Week
Are floors constructed and maintained for both good drainage and traction?    Yes    
Is there a ventilation and circulation system in place to control temperature and prevent buildup of toxic gases?    Yes    
Is wiring inaccessible to horses and maintained for safety?    Yes    
Are fire prevention/protection measures (fire alarms, extinguishers and sprinkler systems) maintained and in good working order?     Yes    
Is there adequate lighting to ensure safety in all areas of facility?     Yes    
Are emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

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

The following describes the pastures at this facility:
    This facility has a written plan in place for pasture management, which includes guidelines for seeding, fertilizing, irrigation, mowing, dragging, harrowing, manure removal, removal of debris, the control of poisonous plants, and a schedule for cleaning
    A dedicated staff person(s) is responsible for pasture management
    All pastures are fenced to prevent escape or injury
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
    Pastures are rotated
    Pastures have natural protection for equines (i.e., trees)
    Pastures have man-made protection for equines (i.e., shelters)

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

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

Not Checked:
    This facility does not have turnout areas
    Barbed wire is used for fencing
    Electric fencing is used; electric wires or tape fence are visibly marked

The following policies and procedures are in place at the facility to restrict public access and to keep horses safe:
    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
    Equines are checked overnight
    By Appointment Only signs are posted.
    No Trespassing signs are posted
    Hold Harmless signs are posted
    Authorized Personnel Only signs are posted
    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

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Equine Care/Emergency Preparedness: Brook Hill Retirement Center for Horses, Inc. (*Main) 2024 and 2023 This section is required.

Horse Health Care/Barn Management Records: What system is used to collect and store health/horse care records?
    Notebook or equivalent (technology not utilized)
    Onsite computer with onsite backup storage system
    Onsite computer with cloud-based backup storage system
    Our organization utilizes a software application to maintain records
    The organization utilizes its own system to maintain records
    Our organization would use free cloud-based barn management software if available

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

Not Checked:
    Equines are fed in groups

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

Hoof Care: How often is hoof care provided for each 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


Parasite Control: Our organization has the following worming protocols in place: (Check all that apply
    The protocol for each equine is determined in consultation with a veterinarian
    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
    Our organization follows the biosecurity guidelines of our veterinarian
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    The organization has a written biosecurity plan
    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 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
    Latex gloves are worn when working with sick, affected and/or quarantined equines
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined equines

Not Checked:
    Sick, affected and/or quarantined equines are cared for last if the caretaker must also care for healthy equines
    Shared equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Equines are not quarantined on arrival.

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 equines 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:
    Equines 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 equine is easily accessible
    A map/diagram is posted showing the location of each equine with equine names and photos
    Staff and volunteers are provided with an information packet with equine profiles, including photos and detailed descriptions
    Staff/volunteers are provided training on conformation, markings, colors, and breeds
    Team leaders work with new staff/volunteers until they are able to identify the equines

Not Checked:
    Photos are located on the stall
    Equines wear halters with nametags
    Equine photos and profiles are available on the website

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
     All equines have specifically assigned tack, apparel and equipment that is not shared
    Saddle pads are shared
    Blankets, sheets and turn out apparel are fitted and utilized for each equine appropriate to the equine's needs and the weather conditions
    Blankets, sheets and turn out apparel are cleaned regularly as needed
    Tack is cleaned after each use
    Tack is inspected for overall working condition before each use by trained personnel
    Tack is assessed for fit before each use by trained personnel
    Tack is assessed for fit by trained personnel when an equine's body condition changes
    Tack is assessed for fit by trained personnel when an equine's disposition changes
    Assigned tack is clearly labeled
    Tack is stored in a climate-controlled location
    Helmets are cleaned/disinfected after each use
    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
    This facility enlists the services of a professional saddle fitter at least once a year
    Helmets are shared
    Helmets are replaced at least every five years.
    No equines are ridden; not applicable.

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Emergency Preparedness: Brook Hill Retirement Center for Horses, Inc.: *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
    All staff/volunteers are briefed regularly on emergency preparedness/safety procedures
    The organization has a written emergency preparedness/safety plan (EPP)

Not Checked:

The written EPP addresses the following areas:
    Local fire department and/or the state's emergency planning department procedures
    Medical emergencies for clients, staff, and volunteers
    Medical emergencies for equines
    Evacuation plans
    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 equines are stalled
    Permanent or temporary structures where equines are stalled are kept free of dust, cobwebs, trash, cleaning rags, and other flammable items
    Aisles and doorways are kept clear
    Heaters with automatic shutoff settings are used

Not Checked:

How often are the following checked or performed?
Fire Extinguishers are checked: Monthly
Smoke detectors are checked: Monthly
Electrical Systems are checked: Monthly
Fence lines 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

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

GOVERNANCE, MANAGEMENT & FINANCIAL REPORTING

Financial Reporting
Budget:  $500K to $1M
Equine Budget:   $250K to $500K
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 ? No
View The IRS Form 990/Pro Forma 990


Governing Body:
Board meetings per year:  12
Number of Board Members:  11  Number of Voting Board Members:  11

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? Yes
If yes, provide the name, title, responsibility and family/business relationship of each Board and/or Staff member, and the name of the related organization.
The Executive Director owns the facility at which organization operates and is compensated for rent for the facility. The Assistant Director also rents her land, and is compensated. Neither the Executive Director or the Assistant Director are board members, and cannot vote.

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:  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

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
    Staff Handbook
    Bylaws


Staff & Volunteers:
Chief Staff Officer (CSO):  Jo Anne Miller - Executive Director
Employees/Independent Contractors:   Full-Time:  7  Part-Time:  0  Volunteers:  400
Staff Recruitment, Screening and Training processes including employees and independent contractors:
    Prospective staff/independent contractors complete a written application/agreement
    Our organization has a practice in place to ensure that the organization has sufficient knowledge of the background of prospective staff and independent contractors that may impact the safety of your clients and your horses, such as whether prospective staff/independent contractors serving in the capacity as staff have been convicted of a sexual offense or convicted for animal cruelty or neglect. Such practices must comply with local, state, and federal mandates.
    Staff and/or contractors are required to complete a Liability Release/Hold Harmless Agreement
    Staff and/or contractors are required to provide Emergency Medical Information
    Staff and/or contractors are required to sign a Photo Release
    Prospective staff/independent contractors are required to undergo a Background Check
    Staff and/or contractors provide parent/guardian information if applicable
    Staff and/or contractors carry current health insurance
    Staff and/or contractors have a written job description
    Staff and/or contractors are evaluated on an annual and as needed basis or with any change in their job description
    Staff and/or contractors are updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Staff and/or contractors receive training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Staff and/or contractors have a supervisor and is responsible for keeping their supervisor up to date on work related activities
    The organization provides a handbook to every member of the staff, including employees and/or independent contractors serving in staff positions;
    The handbook includes information, such as hours of work, vacation, sick leave, dress code, cell phone usage, and the protocol for dismissal
    The handbook is reviewed annually and updated
    One or more staff members or contractors are trained in CPR and human first aid
    One or more staff members or contractors are trained in equine first aid

Not Checked:
    Staff and/or contractors are subject to Random Drug Screening

Volunteer Recruitment, Screening and Training processes:
    Prospective volunteers complete a written application/agreement
    Our organization has a practice in place to ensure that the organization has sufficient knowledge of the background of prospective volunteers that may impact the safety of your clients and your horses, such as whether prospective volunteers have been convicted of a sexual offense or convicted for animal cruelty or neglect. Such practices must comply with local, state, and federal mandates.
    Every volunteer is required to complete a Liability Release/Hold Harmless Agreement
    Every volunteer is required to provide Emergency Medical Information
    Every volunteer is required to sign a Photo Release
    Every volunteer provides parent/guardian information if applicable
    Every volunteer carries current health insurance
    Every volunteer has a written job description
    Every volunteer is evaluated on an annual and as needed basis or with any change in their job description
    Every volunteer is updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Every volunteer receives training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Every volunteer is assigned a supervisor (staff member and/or senior volunteer) and is responsible for keeping their supervisor up to date on work related activities
    The supervisor assesses the volunteer's abilities and assigns specific duties to the volunteer based on their skills
    The organization records and maintains written attendance information and hours on every volunteer
    The 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:
    Prospective volunteers are required to undergo a Background Check
    The organization provides a Volunteer Handbook to every volunteer
    Every volunteer is subject to Random Drug Screening

Additional explanation regarding governance, staffing and volunteer practices or further explanation of the answers above.
All the financial information etc. is available on Guidestar, or available upon request.
     
     Volunteers are not required to undergo a background check - volunteers are never alone with children and are always supervised by a staff member. We do not use volunteers in our at-risk youth or school programs due to confidentiality.
     
     All of our handbooks and paperwork are available in the office for review. For example, 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!)