Equine Welfare Network Guardian
AWARDED ANNUALLY
Effective Date
July 22, 2020


Great and Small
17320 Moore Road
Boyds, MD 20841
Phone: 301-349-0075

EIN: 52-2012519
Founded: 1998
Last Updated 2020-08-18

View our WEBSITE

Great and Small
EQUINE WELFARE NETWORK GUARDIAN PROFILE
Effective Date: July 22, 2020 Last Updated: August 18, 2020

We are proud to be an EQUUS Foundation Guardian and share our horse care & use practices with the public.

MISSION & PROGRAMS

Our organization conducts Equine Assisted Activities and Therapies (EAAT) which are in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine-Assisted Activities and Therapies (EAAT).
Our organization does not provide 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 horse-related.
Number of facilities/locations where horses used in our programs are HOUSED AND CARED FOR or were HOUSED AND CARED FOR during 2019:
     *1. Great and Small
* Operational in 2019

Mission:
Great and Small provides equine-assisted activities and therapies (EAAT) to children and adults of all ages affected by a range of physical, developmental, emotional, and learning disabilities. Through a supportive and therapeutic engagement with horses we strengthen and empower our riders, helping them develop their full potential.

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:
Great and Small's goal is to be a model mid-size PATH International Premier Accredited Center in the Washington DC-metro area. Our long-range vision is to provide opportunities for 80-100 participants to have empowering equine encounters on a weekly basis, with a focus on independence and ability.
     
     Currently Great and Small serves 50-60 participants weekly across a range of equine-assisted programs. We use the Outcomes Tracker to measure rider progress in our therapeutic riding lessons. We have an organizational culture of learning and personal growth, which is demonstrated in continually raising the bar for the services we offer. We intend on steady, incremental growth from here to capacity, with a focus on quality over quantity.

Equine Assisted Activities and Therapies (EAAT):
Our organization provides the following equine-assisted activities and/or therapies (EAAT):
    Therapeutic Mounted Activities
    Therapeutic Unmounted Activities
    Equine-Interactive Therapy: Psychotherapy/Counseling (Mental Health)
Not Checked:
    Therapeutic Driving Activities
    Therapeutic Vaulting Activities
    Equine-Interactive Therapy: Occupational Therapy/Physical Therapy/Speech-Language Pathology
    Equine-Interactive Learning: Academic Learning
    Equine-Interactive Learning: Self-improvement/Wellness/Team Building/Personal Coaching/Professional Coaching

Our organization provides services for the following specific populations:
Children (10 & Under)
Tweens (11-12)
Teens (13-18)
Young Adults (19-21)
Adults (Over 21)
Seniors (65-79)
Elderly (80 & Over)
Veterans

Our organization provides services to individuals with:
Alzheimers/Dementia, Attention Deficit Disorder (ADD), Autism, Behavioral disorders, Cerebral palsy, Chronic illness, Cognitive disabilities, Development delay or disability, Down Syndrome, Emotional disabilities, Epilepsy, Genetic conditions/disorders, Grief, Head Trauma/Brain Injury, Hearing impairment, Intellectual disability, Joint abnormalities, Juvenile delinquency, Language impairment, Learning disabilities, Mental health disabilities, Multiple sclerosis, Orthopedic issues, Pervasive Developmental Disorder (PDD), Physical disabilities, Post Traumatic Stress Disorder (PTSD), Speech impairment, Stroke, Traumatic Brain Injury (TBI), Visual impairment

Overview of our programs involved with providing EAAT to individuals with special needs:
     Adaptive (therapeutic) riding, equine assisted learning, and equine facilitated psychotherapy for children and adults with a wide range of special needs. Summer programs both for youth with special needs as well as inclusive summer programs. Equine-assisted learning off-site at assisted living homes, as well as on-site for a variety of populations.

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:
     Workloads are carefully monitored and kept well below industry maximums. Each horse's client load is based on that horse's preferences and physical abilities, and clients are changed to different horses if the horse displays signs of stress due to client behaviors or characteristics that cannot be changed/managed/modified. Horses receive frequent, routine veterinary and farrier care from highly skilled providers, tack is routinely evaluated for fit. Horses are assigned a "schooler" to execute a customized fitness program for both mind and body, which includes classical dressage principles and lots of hacking out. Volunteer training is systematized and reinforced to provide consistent handling to the horses. Specially trained volunteers meet weekly to perform cranial-sacral therapy on the horses, and a licensed massage therapist checks in with them periodically to answer questions and confirm the volunteers are staying on track and doing the most good. (Cranial-sacral therapy is non-invasive and cannot cause harm.) Participants with behaviors or physical characteristics incompatible with mounted activities are re-routed to unmounted activities where appropriate, or services are discontinued if they cannot be managed in a way that would be safe and beneficial to the horse.


DEFINITIONS:
Equine Assisted Activities and Therapies (EAAT): Any activity that incorporates equine interactions and/or the equine environment, mounted or ground-based, including horsemanship instruction adapted to the ability/disability of those receiving services aimed at contributing positively to their cognitive, physical, emotional and social well-being, psychotherapy and/or mental health counseling aimed at achieving goals set forth by the mental health professional and the client, occupational therapy, physical therapy, and speech-language pathology treatment strategies that utilize equine movement, and experiential learning approaches that promote the development of life skills to achieve educational, professional and personal goals.

Special Needs: Any difficulty or difficulties (such as a physical, emotional, behavioral, or cognitive disability or impairment) that require or benefit from instructors, specialists, counselors, trainers and/or facilitators who have certified training for their scope of practice applicable to the people participating in the programs and specific to the program offerings. 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 or situation and/or a lack of resources, including economic resources, placing them 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 underage, engaging in sexual behavior, displaying disruptive behavior, bullying/harassment, fighting, and committing acts of vandalism.


GOVERNANCE, MANAGEMENT & CONFLICT OF INTEREST

Staff & Volunteers:
Chief Staff Officer (CSO):  Rachel Neff
Employees:   Full-Time:  3  Part-Time:  12  Volunteers:  154
Staff Recruitment, Screening and Training processes:
    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
    Every member of the staff provides parent/guardian information if applicable
    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:
    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 carries current health insurance
    Every member of the staff is subject to Random Drug Screening

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 has a written 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 organization provides a Volunteer Handbook to every volunteer
    The Volunteer Handbook includes volunteer-related information, such as hours of work, dress code, cell phone usage, and the protocol for dismissal
    The Volunteer Handbook is reviewed annually and updated
    The organization holds regular orientation sessions for volunteers and prospective volunteers that includes an overview of the organization, its mission, activities, volunteer responsibilities and expectations, safety guidelines, and a tour of the facility
Not Checked:
    Every volunteer is required to undergo a Background Check
    Every volunteer carries current health insurance
    Every volunteer is evaluated on an annual and as needed basis or with any change in their job description
    Every volunteer is subject to Random Drug Screening

Governing Body:
Board meetings per year:  6
Number of Board Members:  6  Number of Voting Board Members:  6

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? No

Board Affiliations:
Are any Board members or Staff associated with and/or compensated by another organization with a relationship or business affiliation to your organization? No

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

Disclosure:


Organization documents available on our website:
    None

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

Financial Reporting:
Month Fiscal Year Ends: 12
Type of Financial Reporting (Audit, Review, Compilation): Audit
Type of IRS Filing (990, 990-EZ, 990-N): 990
Does the uploaded Pro Forma 990/990 represent 2019? No
View The IRS Form 990/Pro Forma 990

POLICIES

Acquisition
Our organization acquires horses/equines from the following source(s):
    Donation  
    Free Lease  
    Purchase/Adoption from Owner  
    Return  

Our organization does not acquire horses/equines from the following source(s):
    Purchase from auction  
    Purchase kill pen or feedlot  
    Surrender  
    Seizure  
    Abandonment  

Our organization will accept the following:
    Geldings
    Mares

Not Checked:
    Pregnant Mares
    Foals
    Stallions
    Only Stallions to be castrated
Definitions:
Donated: The ownership and custody of the equine is transferred to the organization by its owner/trainer/responsible agent utilizing a donation document.
Free Lease: The ownership of the equine is maintained by the owner/trainer/responsible agent; the custody and responsibility for the shelter and care of the equine is transferred to the organization utilizing a free lease document.
Purchased from Owner: The ownership and custody of the equine is transferred to the organization by its owner/trainer/responsible agent utilizing a purchase document.
Purchased from Auction: The ownership and custody of the equine is transferred to the organization by purchasing the equine at an auction.
Purchased from Kill Pen: The ownership and custody of the equine is transferred to the organization by purchasing the equine from a kill pen.
Surrendered (Hardship): The ownership and custody of the equine is relinquished to the organization by its owner/trainer/responsible agent with or without the use of an intake document.
Seized: The ownership and custody of the equine is transferred to the organization as a result of the equine being seized by law enforcement or another agency and removed from the owner.
Abandoned: The ownership and custody of the equine is transferred to the organization as a result of the equine being abandoned by the owner or the owner was unable to be located.
Returned: The equine was previously a part of the organization, was adopted, and ownership and custody of the equine has been transferred back to the organization.
Transferred: The custody of the equine is transferred within an organization or from one organization to another non-profit or foster organization to provide retirement, retraining, rehabilitation and/or adoption services with no change in ownership.
Born: The equine was born at the facility.

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
    Donkey/Mule/Burro
    Draft
    Mustang
    Friesian
    Hackney
    Miniature Horse
    Morgan
    National Show Horse
    Paint
    Quarter Horse
    Standardbred
    Tennessee Walking Horse
    Thoroughbred
    Warm Blood
    Grade/Mixed Breed/Unknown
    Andalusian/Lusitano
    Icelandic Horse
    Haflinger
    Norwegian Fjord
    Gypsy Vanner
    Paso Fino
    Pinto
    Appendix Quarter Horse
    Rocky Mountain Horse
    Missouri Fox Trotter

Not Checked
    Other
    Feral/Wild

Intake, Assessment & Training
Following arrival of the equine at the facility, the following is performed:
    Physical examination by trained barn staff
    Physical examination by a farrier
    Fecal test
Not Checked:
    Physical examination by a veterinarian
    Photographs are taken
    A Henneke Body Conditioning Score is assigned
    Physical examination by a dentist
    Coggins test
    Blood work other than Coggins
    Vaccinations
    De-worming
    The horse is scanned to check for a microchip
    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 at the facility for a prescribed period of time
    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.
Not Checked:
    If health records are not available or are out-of-date, our veterinarian will administer appropriate vaccinations

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 horse is evaluated at its place of residence
    The owner completes an application/contract which constitutes the agreement between the owner and our organization
    Horses are on trial for up to 30 days
    Horses are on trial up to 60 days
    Horses are on trial for 60 or more days
    The trial period may be reduced based on the horse's progress
    During the trial period, the organization accepts total financial responsibility for the care of the horse, including board, feed, shoeing and any necessary veterinary care
    The trial period may be terminated by either the organization or the owner for any reason
Not Checked:
    The owner is financially responsible for the shipping of the horse to and from the organization
    Horses are not taken on trial
    During the trial period, the organization accepts financial responsibility for the care of the horse, including board, feed, shoeing and any necessary veterinary care, up to a fixed amount agreed upon by the organization and the owner
    During the trial period, the owner/donor is financially responsible for the care of the horse, including board, feed, shoeing and any necessary veterinary care

Horses are assessed for following skills and behaviors:
    Retrieval from a pasture/paddock
    Leading with a halter and lead rope
    Temperament, disposition and attitude, such as rated from very calm to very high spirited
    Saddling
    Bridling
    Lunging
    Loading onto and unloading off a trailer
    Mounting and dismounting
    Riding at the walk
    Riding at the trot
    Riding at the canter
    Riding by a beginner and/or unbalanced rider
    Tolerance to unusual objects and loud noises
    Known vices, i.e., cribbing, biting, kicking, weaving, stall walking, etc
    Grooming
    Bathing
    Clipping
    Tolerance to multiple handlers at the same time
Not Checked:
    Jumping
    Driving (Pulling a carriage)

The typical length of quarantine is:   Horses are not quarantined

Horses provided formal training (groundwork or riding):   2-3 times per week


Breeding
The organization has the following policies related to breeding and stallions:
    Our organization does NOT breed horse/equines.
Not Checked:
    Our organization breeds horses/equines
    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
    The facility or facilities where our organization conducts its programs, including foster facilities, does NOT breed horses
    Our organization prohibits the breeding of horses/equines when re-homed or this statement is not applicable as all horses/equines remain at our organization for their lifetimes and are not re-homed under any circumstances.


Euthanasia
The organization has the following policies related to euthanasia:
    Our organization will never have a horse euthanized for space
    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.
    Our organization will never have a healthy horse euthanized 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
Not Checked:
    A certified euthanasia technician
    Senior staff with appropriate training
    Employee of animal control shelter or humane society with appropriate training
    Veterinary student under the supervision of a licensed veterinarian
    Not applicable. The organization does not euthanize horses

The organization utilizes the following methods of euthanasia:
    Intravenous administration of an overdose of barbiturates

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
    Our organization will only re-home a horse to a location where another horse resides
    Potential adopters/purchasers must visit our organization and be observed with the horse on site
    The distance of a potential adopter/purchaser's home from our facility is a consideration for when re-homing a horse
    Adopters/purchasers can return a horse to our organization free of charge
Not Checked:
    Our organization does NOT re-home a horse to first time horse owners
    Our organization conducts a site visit of the adopter/purchaser's facility before the transfer of the horse to the adopter/purchaser's facility
    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 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 CAN be sold or given away with prior written approval of our organization
    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 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
    Our agreement states that our organization reserves the right to visit the horse at any time.
    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
    Adopters/purchasers are required to provide updates (photos, vet records) for three or more 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:
    Personal/Other
Not Checked:
    Veterinarian
    Farrier
    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:   Immediately (at the time of adoption/purchase)

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
    Horses may be returned to their owners
    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 sent to auction
    If a suitable home cannot be located within 12 months, the horse may be euthanized


Additional information about our rehoming policies and practices:
At this time all of our horses are free-leased. We very rarely have a horse in need of rehoming.
View Re-homing Agreement

FACILITY INFORMATION

Total facilities at which our organization cares for and shelters horses used in our programs: 1
Great and Small
Great and Small
17320 Moore Road Boyds MD 20841
Contact: Rachel Neff
Contact's Phone: 3013490075
Contact's Email: info@greatandsmallride.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:
Maryland National Capital Park and Planning Commission
Park Property Managment
16641 Crabbs Branch Way
Rockville, MD 20855

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? 
     Great and Small has a five year lease with unlimited options to extend for additional five year periods. The lease is essentially permanent.

If not owned, please provide the details as to what services are provided by the owner and if and how the owner is compensated; please provide the specific amount that the owner receives for services provided.  
     As a part of our lease, Park Property Management provides mowing, snow removal, and major systems maintenance at no cost to Great and Small.

If this facility is recognized as compliant with the published standards of an accrediting organization, is accredited, and/or is licensed by local, state and/or federal authorities, please provide the details:
     Great and Small is currently a Premier Accredited Center in good standing with the Professional Association of Therapeutic Horsemanship International (PATH International).

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.
     Montgomery County Department of Police Captain Michael Wahl Director, Animal Services Division michael.wahl@montgomerycountymd.gov Phone: 240-773-5960 Fax: 301-279-1063

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.
     Maryland Department of Agriculture--Horse Industry Board
     Tonya Kendrick, Administrative Assistant
     Ross Peddicord, Executive Director
     50 Harry S. Truman Parkway
     Annapolis, MD 21401
     Email: ross.peddicord@maryland.gov
     Phone: 410-841-5822

Does your organization conduct Equine Assisted Activities and Therapies (EAAT) at this facility in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine-Assisted Activities and Therapies (EAAT)? Yes

Total number of instructors, specialists, therapists, counselors, coaches and/or facilitators (full-time, part-time, volunteer, independent contractors, and/or service providers accompanying clients) that conduct Equine Assisted Activities and Therapies (EAAT) programs in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine-Assisted Activities and Therapies (EAAT) AT THIS FACILITY:  8

EAAT Service Providers Assigned to this Facility: (see EAAT Service Provider Section below for details)
     1. Elena Pezzana
     2. Judy Voorhees
     3. Kaye Otten
     4. Laurie Dove
     5. Leah Chiaverini
     6. Nancy Heller
     7. Paige Clark
     8. Peggy Itrich

Great and Small

Grounds
Total number of horses involved with your programs at this facility: 11
Of the total number of horses involved with your programs at this facility, the number of horses that are microchipped: 1
Total number of horses at this facility INCLUDING those not involved with your programs: 23
Maximum capacity of horses at this facility: 27
Total acreage dedicated specifically to the horses: 25
Our organization has use of the following at this facility:
Structures/Barns: 3  Run-in sheds: 6
Pastures: 9  Paddocks/Pens: 5
Uncovered Outdoor Rings: 1  Covered Outdoor Rings: 0  Indoor Rings: 1







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? 4-8
How many hours per day, on average, are horses turned out:
    Horses are out 9 to 15 hours per day
    Horses are out 16+ hours per day
    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:
    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 man-made protection for horses (i.e., shelters)
Not Checked:
    This facility does not have pastures where horses can graze on pasture grass
    This facility has a written plan in place for pasture management, which includes guidelines for seeding, fertilizing, irrigation, mowing, dragging, harrowing, manure removal, removal of debris, the control of poisonous plants, and a schedule for cleaning
    Barbed wire is used for fencing
    Pastures have natural protection for horses (i.e., trees)

The following describes the turnout areas other than pastures at this facility:
    A dedicated staff person(s) is responsible for the maintenance of turnout areas
    All turnout areas are fenced to prevent escape or injury
    Electric fencing is used; electric wires or tape fence are visibly marked
    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
    This facility has a written plan in place for the maintenance of turnout areas, which includes a schedule for cleaning, manure removal, and dragging
    Barbed wire is used for fencing
    Turnout areas have man-made protection for horses (i.e., shelters)

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
    No Trespassing signs are posted
    Authorized Personnel Only signs are posted
Not Checked:
    A security guard is present at night
    Horses are checked overnight
    By Appointment Only signs are posted.
    Hold Harmless signs are posted
    Entrance gates are locked at night
    Visitors are only permitted at specific times
    Visitors are only permitted in specific areas
    The property is fitted with motion lights
    The property is fitted with a security system monitored by police or a professional service
    The property is fitted with a security system that is monitored internally by staff (or the property owner)
    The perimeter of the property is fully fenced

Great and Small

Veterinarian Information
Vet Assessment  conducted on 01/20/2020
Veterinarian: Dr. Lisa Wagner
Clinic Name: Wagner Equine Veterinary Services LLC
40110 Quailrun Court
Lovettsville   VA   20180
Phone: 540-822-5927

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)
    Our organization utilizes a software application 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
    Horses are fed in individual stalls
    Horses are fed in groups
    Staff and volunteers are trained in proper feed measurements and protocols and observed periodically to ensure they are feeding correctly
    The feed chart is centrally located and updated as needed
    The area(s) where hay, feed, grain, and supplements are stored are kept clean, free of debris and chemicals, and protected from weather and other animals in rodent-proof and mold-proof containers and grain bins
    Feed, supplements and hay types are clearly labeled
    Water sources, i.e., buckets, troughs, automatic waterers, etc. are kept clean, free of debris and chemicals, and protected from weather and other animals
Not Checked:
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    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 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
Not Checked:
    Horses are assigned a Henneke Body Condition score upon arrival at the facility
    The Henneke Body Condition score is updated monthly
    The Henneke Body Condition score is updated annually
    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 monthly and kept with the horse's health records
    Photographs are taken of each horse annually 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
    Horses at our facility may be treated by an equine nutritionist

Our organization has the following policies and procedures in place pertaining to the weight-carrying or workload capabilities of horses/equines in our care:
    Our organization evaluates the weight-carrying and workload limitations for each equine at least annually
Not Checked:
    Our organization maintains a written record for each equine that documents the results of each evaluation of weight-carrying and workload limitations
    Equines are not ridden; not applicable

The following variables are considered in determining the weight-carrying and workload limitations for each equine:
    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)
    Participant weight, height, body proportions, balance, fitness and riding skills as well as behavioral issues and safety concerns
    Duration and frequency of working sessions, as the frequency with which an equine is subjected to maximum weight carrying and/or workload
    Nature and pace of work, repetitive or varied, radius of turns, degree of incline and regularity of footing when equine is subject to maximum weight-carrying capacity
Not Checked:
    Size, shape, condition and angle of the hooves
    Weight and proper fit of the saddle and other equipment
    Terrain and footing in the working environment
    Temperature and/or weather conditions
    Seasonal impact on the equines' workload and weight-carrying capabilities and limitations
    Equines are not ridden; not applicable

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

The following represent the biosecurity practices in place at facility:
    Horses/equines are not quarantined.
Not Checked:
    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 are cared for last if the caretaker must also care for healthy 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
    Shared equipment used by sick, affected and/or quarantined horses is cleaned of organic debris and disinfected after each use
    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

The following represent the manure removal practices in place at facility:
    Manure is stored in dumpster(s)
    Manure is hauled, sold or given away
    Our organization adheres to the manure management guidelines set by state and/or local authorities
Not Checked:
    Manure is piled in an area where horses are not located
    Manure piles are covered
    Manure piles are composted or spread on pastures

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
    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
    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
    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

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
    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 only when needed
    Tack is inspected for overall working condition before each use by trained personnel
    Tack is assessed for fit before each use by trained personnel
    Tack is assessed for fit by trained personnel when 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 shared
    Helmets are replaced after a fall
    Helmets are replaced at least every five years.
Not Checked:
    Saddles are shared
    Saddle pads are shared
    Bridles are shared
    Bits are shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
     Halters are shared
    Tack is cleaned after each use
    Tack is cleaned weekly
    Helmets are cleaned/disinfected after each use
    Equines are not ridden; not applicable.


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 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:
    Emergency procedures are posted prominently

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
    Protocols to notify emergency personnel
    Building/facility exit plans
Not Checked:
    Terrorist attacks

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

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

Equine Transportation
2-horse trailer with truck or van:
    1 Owned onsite  0 Access onsite but not owned  3 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:
    0 Owned onsite  0 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)
         
2019 EAAT Operations Mounted Only Unmounted Only Both Mounted & Unmounted Total
Horses/Equines participating in EAAT programs at this facility        
Number of horses/equines aged 3-8 0 0 0 0
Number of horses/equines aged 9-14 0 1 2 3
Number of horses/equines aged 15-20 0 0 3 3
Number of horses/equines Over 20 0 0 5 5
Total number of horses/equines participating in EAAT programs at this facility 0 1 10 11
         
  Mounted Unmounted    
Number of hours per day each horse works 3 1  
Number of days per week each horse works 6 1  
         
Clients participating in EAAT programs at this facility Mounted Only Unmounted Only Both Mounted & Unmounted Total
Total number of individual clients (not lessons) served annually 61 10 31 102
Average number of clients (not lessons) participating in activities per week 45 3 5 53
         
  Mounted Unmounted    
Number of days per week programs are conducted at this facility 6 6  
Number of weeks per year programs are conducted at this facility 44 44  
         
  Mounted Unmounted    
Average wait list time for a client 12 Weeks 0 Weeks  
         


Great and Small was operational during 2019.

2019 Great and Small Equine Census
9 Total number of horses involved with your programs on January 1, 2019
PLUS: Horse Intake during 2019
1 Donated
4 Free Lease
0 Purchase/Adoption from Owner
0 Purchased from Auction
0 Purchased from Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
0 Returned
0 Transfer
0 Born at facility
5 Total intakes
LESS: Horse Departure during 2019
0 Horses adopted/sold:
1 Horses transferred/returned
0 Horses deceased
1 Horses euthanized
2 Total departures
12 Number of horses involved with your programs on December 31, 2019
11 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
1 Total number of horses permanently retired.

Summary: 9 on 1/1/2019+ 5 Intakes - 2 Departures = 12 on 12/31/2019



5 Horse Intake Detail during 2019 0
1 Donated 0
1Other1 Aged 15-20  1 Geldings
4 Free Leased 0
1Quarter Horse 1 Aged 15-20  1 Geldings
1Tennessee Walking Horse 1 Aged 10-14  1 Mares
1Andalusian/Lusitano 1 Aged 10-14  1 Mares
1Pinto1 Aged Over 20  1 Mares
0 Purchased from Owner 0
0 Purchased from Auction 0
0 Purchased from Kill Pen/Feedlot 0
0 Surrendered 0
0 Seized 0
0 Abandoned 0
0 Returned 0
0 Transferred 0
0 Born at facility 0




FACILITY CENSUS SUMMARY

Total Facilities: 1
Great and Small: 2019 - Yes

9 Total number of horses involved with your programs on January 1, 2019
PLUS: Horse Intake during 2019
1 Donated
4 Free Lease
0 Purchase/Adoption from Owner
0 Purchased from Auction
0 Purchased from Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
0 Returned
0 Transfer
0 Born at facility
5 Total intakes
LESS: Horse Departure during 2019
0 Horses adopted/sold:
1 Horses transferred/returned
0 Horses deceased
1 Horses euthanized
2 Total departures
12 Number of horses involved with your programs on December 31, 2019
11 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
1 Total number of horses permanently retired.

Summary: 9 on 1/1/2019+ 5 Intakes - 2 Departures = 12 on 12/31/2019

Total days that equines were in the care of Great and Small during 2019: 4123


FACILITY COST SUMMARY

Total Facilities: 1
Great and Small: 2019 - Yes

Actual Horse Care Costs
$9336     Feed (Grain/Hay)
$2745     Bedding
$8226     Veterinarian
$8845     Farrier
$0     Dentist
$0     Other Therapies
$1113     Manure Removal
$0     Medications & Supplements
$0     Horse Transportation
$15267     Maintenance
$2784     Horse/Barn Supplies
$26017     Horse Care Staff
$0     Horse Training
$0     Other direct horse-related costs not including overhead or other program costs.
$74333     2019 Total Horse Care Costs
Donated Horse Care Costs
$630     Feed (Grain/Hay)
$0     Bedding
$0     Veterinarian
$2211     Farrier
$0     Dentist
$0     Other Therapies
$0     Manure Removal
$281     Medications & Supplements
$0     Horse Transportation
$0     Maintenance
$0     Horse/Barn Supplies
$0     Horse Care Staff
$0     Horse Training
$0     Other direct horse-related costs not including overhead or other program costs.
$3122     2019 Total Donated Costs

Average direct cost per day per horse: $12
Average total cost per day per horse: $18
Average length of stay for an equine: 295 days (4123/14)



EAAT SERVICE PROVIDER INFORMATION


Equine Assisted Activities and Therapies (EAAT):
Our organization provides the following equine-assisted activities and/or therapies (EAAT):
    Therapeutic Mounted Activities
    Therapeutic Unmounted Activities
    Equine-Interactive Therapy: Psychotherapy/Counseling (Mental Health)
Not Checked:
    Therapeutic Driving Activities
    Therapeutic Vaulting Activities
    Equine-Interactive Therapy: Occupational Therapy/Physical Therapy/Speech-Language Pathology
    Equine-Interactive Learning: Academic Learning
    Equine-Interactive Learning: Self-improvement/Wellness/Team Building/Personal Coaching/Professional Coaching

     1. Elena Pezzana

         FACILITY PARTICIPATION:

         Great and Small

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Activities

         Therapeutic Unmounted Activities

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH CTRI


     2. Judy Voorhees

         FACILITY PARTICIPATION:

         Great and Small

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Activities

         Therapeutic Unmounted Activities

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH CTRI Holds a Masters in Social Work (MSW)


     3. Kaye Otten

         FACILITY PARTICIPATION:

         Great and Small

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Activities

         Therapeutic Unmounted Activities

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH Registered Instructor current MSW student


     4. Laurie Dove

         FACILITY PARTICIPATION:

         Great and Small

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Activities

         Therapeutic Unmounted Activities

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH CTRI PATH ESMHL


     5. Leah Chiaverini

         FACILITY PARTICIPATION:

         Great and Small

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Interactive Therapy: Psychotherapy/Counseling (Mental Health)

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         LCSW-C EAGALA trained


     6. Nancy Heller

         FACILITY PARTICIPATION:

         Great and Small

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Activities

         Therapeutic Unmounted Activities

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH CTRI PATH Mentor Has previously worked as a special educator and a music therapist


     7. Paige Clark

         FACILITY PARTICIPATION:

         Great and Small

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Activities

         Therapeutic Unmounted Activities

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH CTRI BS in Equine Business Management from Centenary University


     8. Peggy Itrich

         FACILITY PARTICIPATION:

         Great and Small

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Activities

         Therapeutic Unmounted Activities

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH CTRI PATH ESMHL