EQUINE WELFARE NETWORK PROFILE
Pal-O-Mine Equestrian, Inc.

http://www.pal-o-mine.org

3-Star



Pal-O-Mine Equestrian, Inc.
829 OLD NICHOLS ROAD
ISLANDIA, NY 11749

Mailing Address:
829 Old Nichols Road
ISLANDIA, NY 11749


Phone: 631-348-1389
MAKE AN INQUIRY

View our WEBSITE

EIN: 11-3302338
Founded: 1995

View our PHOTO GALLERY

Profile Last Updated February 13, 2025

Public Charity


SAFE LANDINGS!
Click here to view listing(s) of the program horses we are seeking

Equine Welfare Network Guardian
2025

The Guardian Seal of Transparency is awarded annually to recognize an organization's commitment to transparency and accountability by their willingness to make comprehensive data about their programs, horse care practices, and governance available for public scrutiny. The Guardian Seal of Transparency is NOT an endorsement.
Awarded Annually
Last Updated: May 1, 2025
GiGi
Our Equine Ambassador
GiGi is the type of horse you only encounter once in a lifetime. She has excelled as a therapy horse for most of her life and loves all her jobs. Her weekly schedule includes work as an adaptive riding horse, in speech or occupational therapy sessions, doing natural horsemanship, and as part of the herd for equine-assisted psychotherapy sessions. While being ridden by adoring students, GiGi seems to have promoted herself to instructor, as she knows exactly how much movement her student needs in that given lesson. Her forward bouncy walk provides the perfect amount of sensory input for many of our children on the autism spectrum who need an elevated level of vestibular input. Her quirky and inquisitive personality, much like the class clown of the farm, makes her a barn favorite for our veteran and first responder programs, working with at-risk youth and keeping our clients in the moment and grounded during therapy sessions. GiGi is also a personal favorite of one of our staff members. Together, they have done mounted drill team to music from The Greatest Showman, dressage freestyle to ‘Rise Up’ by Andra Day, and have shown in barrel racing, western jumping, and gymkhana events. She is, without a doubt, one of the best therapy horses you will ever meet and has helped hundreds of children and adults throughout her career.


MISSION & PROGRAMS

Mission:
Our mission is to provide a comprehensive therapeutic equine program using horses to facilitate growth, learning, and healing. Our populations include children and adults with disabilities, those who have been abused or neglected, the military, and the impoverished.

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 outreach and/or public education programs involving horses.
Over 90% of our total programs and services are equine-related.
Our organization is directly responsible for the care and shelter of equines involved in our programs.
Our organization CURRENTLY uses satellite, overflow, foster, and/or outreach facilities which adhere to all the policies, procedures and practices of our organization or did in the previous year. Facility information is provided for the organization's main, satellite and overflow facilities.

Summary of organization's recent accomplishments, goals, strategies to achieve the goals, and capabilities to meet the goals, including its long-term plans to sustain its programs:
Pal-O-Mine Equestrian is proud to share our most notable accomplishments from 2024:
     * Completed our $3 million expansion campaign, including the completed renovation of our greenhouse and Restore to Balance House
     * Accredited by the Better Business Bureau (BBB) for the 4th year in a row
     * Awarded the Platinum Level Transparency by Candid for the 3rd year in a row
     *Seven-time winner of the Bethpage Best of Long Island for Best Horseback Riding Facility
     * Provided six off-site visits with our equines to local assisted living centers, hospitals and VA center
     * Began new collaborations with the NYPD Equestrian Club to provide EAS to inner-city youth
     * Became one of 5 partners in the United Way's Mission United
     * Hosted VetFest, LEO Weekend, Hoofball Fundraiser, LICF Donor Reception and NYCF 100 Year Anniversary
     * Held our new fundraiser, Winter Wonderland, on four weekends over the winter holiday season
     * Partnered with Sesame Workshop on our Barnyard Buddies early childhood learning program
     * Provided EAL services to incarcerated female youth
     * Successfully implemented new programs: Young Farmers, Cut Flower CSA, and Horticulture Happy Hour
     * Hosted 4 Wellness Retreats
     * Had a staff member run and represent Pal-O-Mine in the NYC Marathon
     
     Our long-term organizational goals are:
     To foster independence and self-esteem in the lives of individuals by utilizing horses for growth, learning, and healing.
     To maintain the highest ethical standards and professionalism.
     To support innovation while remaining committed to safety and confidentiality.
     To ensure financial and professional integrity.
     To promote a culture of collaboration through partnerships and alignment of missions with other educational institutions and not-for-profits.
     
     Our strategy for achieving these goals is to continuously provide a comprehensive program that evaluates and assesses individualized progress and sets individualized goals for each of our 8 programs, continuously evaluate the appropriate equine match for all students and clients, the continuing education requirements for our professional staff, and our commitment to providing services in the safest and least restrictive environment. Pal-O-Mine can meet this goal through the ongoing training and development of current and new staff and current and new equines joining the program. The ownership of our property, its agricultural designation, and the completion of our $3 million expansion campaign allow us the flexibility to adapt our environment to suit the needs of our students and equines while providing services in a state-of-the-art facility. Pal-O-Mine continues to collaborate with EAGALA and CHA to host certifications and workshops. Pal-O-Mine has expanded our internship programs, with new relationships with Stony Brook University and St. Joseph’s for Social Work internships and through CAEP to begin the process for international equine internship placements. We hosted an international intern from Ireland this summer, with plans to continue to expand this program. Our programs will be sustained long-term through program revenue, contracts for services with local school districts and community organizations, innovative and successful events, a wide range of donations from individuals, and grants from corporate and private foundations. The wide range of revenue streams allows for our long-term financial success and the sustainment of our programs.


Please describe what steps your organization takes to ensure that:

1) all 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:

Pal-O-Mine Equestrian is fortunate to have many resources available to ensure that our human-equine interactions are mutually beneficial and that all of our equines are sufficiently cared for. Our staff works together as a team to continuously monitor, evaluate, and make changes as needed to ensure that our equines are comfortable, respected, safe, appropriate, and selected properly for all interactions. This is part of our daily routine, and in addition, horses are provided with two 14-day breaks per year from lessons/sessions. Most of our paddocks have automatic watering systems, and the ones that do not have troughs are refilled daily and as needed. Our hay is specifically chosen and shipped from Maine for its nutrient content. All of our horses receive daily supplements and individualized feeding schedules. Our specialists (including our farrier, veterinarian, equine dentist, and physiotherapist) are easily accessed for routine and emergency services and have provided exceptional care to our herd. Our horses reside outside in herds and open paddocks with large run-in sheds and/or covered areas for protection, allowing them unlimited interaction with their herd mates. We are fortunate to own our property, which allows us the ability to maintain and make improvements as needed to ensure the care of our equines and that our human-equine interactions are held in a clean, accessible, and pleasing environment. We are also fortunate to partner with local organizations, members of the community, and Eagle Scout Troops that have been assisting us with upgrades to our run-in shelters.

Equine Assisted Services (EAS):
Our organization provides the following Equine Assisted Services (EAS):
    Therapeutic/Adaptive Riding
    Therapeutic/Adaptive Unmounted Horsemanship
    Psychotherapy/Counseling
    Occupational Therapy/Physical Therapy/Speech-Language Pathology
    Academic Learning
    Personal Development Learning

23: Total number of Equine Assisted Service Providers at Pal-O-Mine Equestrian, Inc.

     1 Alexandra Cella

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic/Adaptive Riding

         Therapeutic/Adaptive Unmounted Horsemanship

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         BSW and MSW
NYS Licensed LMSW
EAGALA Certified Mental Health Professional.
CHA Instructor of Riders with Disabilities Level 3 Cognitive and Level 2 Physical Disabilities.


     2 Casey Guerrero

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic/Adaptive Riding

         Therapeutic/Adaptive Unmounted Horsemanship

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH - CTRI, Certified Therapeutic Recreation Specialist (CTRS), BS in Recreation Management specializing in Therapeutic Recreation.


     3 Christina Petitti

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Christine earned a Master's in Social Work from Stony Brook University and then completed her doctorate in Clinical Psychology at Long Island University. She is an EAGALA-certified Mental Health Professional.


     4 Danielle Bertuccio

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic/Adaptive Riding

         Therapeutic/Adaptive Unmounted Horsemanship

         Academic Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Danielle has a Masters Degree in Liberal Studies. She is an adjunct instructor of philosophy at the college level and an executive function coach. Danielle is an IBCCES Certified Autism Specialist (CAS) and Certified Behavior Instructor for Autism – Level 1 (CBIA-1). Most recently, she added The Certified Equine Interaction Professional (CEIP) credential for educators (CEIP-ED) to her list of accomplishments and is a CHA Certified IRD instructor.


     5 Dora Lupo

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         BS in Marketing/Management
Masters in Mental Health Counseling
CASAC, Masters Addiction Counselor, Reiki-Master Level,
EAGALA Certified Mental Health Professional


     6 Eileen D'Amico

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         BA in Occupational Therapy
NYS State Registered and Licensed OT
Hippotherapy Clinical Specialist
Occupational Therapy in Motion, PLLC runs its own practice utilizing the equines and the facility of Pal-O-Mine Equestrian.


     7 Elise Hammell

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic/Adaptive Riding

         Therapeutic/Adaptive Unmounted Horsemanship

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Elisa has a Bachelor of Science degree in business and communications and is CHA IRD Certified, Level 1 Cognitive and Assistant Physical.


     8 Ellen Lear

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Volunteer

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         MSW, Licensed Social Worker, Certified Clinical Trauma Professional, EAGALA Dual Certified Equine Specialist + Mental Health Professional.


     9 Kathleen Casey

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Kathleen is a Licensed Clinical Social Worker. She is certified through EAGALA as a Mental Health provider. She is also a certified provider of Acceptance and Commitment Therapy (ACT), and Cognitive Processing Therapy (CPT).


     10 Kathleen Henne

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Masters in Communication Sciences and Disorders
TSSLD, CCC-SLP,
New York State License in Speech-Language Pathology,
Teacher of Students with Speech and Language Disabilities (TSSLD) with the New York State Department of Education,Hippotherapy Clinical Specialist.
Speech Therapy in Motion runs its own practice utilizing the equines and the facility of Pal-O-Mine Equestrian.


     11 Kim Berganza

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Kim graduated in July 2020 Magna Cum Laude with a B.S. in Health Science and M.S. in Occupational Therapy. She is a licensed and registered Occupational Therapist and currently a member of the American Hippotherapy Association.
Occupational Therapy in Motion runs its own practice utilizing the equines and the facility of Pal-O-Mine Equestrian.


     12 Kimberly Sandtorv

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         New York State license in Speech-Language Pathology, and is a Teacher of Students with Speech and Language Disorders (TSSLD) with the New York State Department of Education. She also holds her Certificate of Clinical Competence (CCC) with the American Speech-Language and Hearing Association. Kim is PROMPT trained. She is a member of the American Hippotherapy Association (AHA) and a member of the Long Island Speech-Language Hearing Association (LISHA). Speech Therapy in Motion runs its own practice utilizing the equines and the facility of Pal-O-Mine Equestrian.


     13 Krysti Maloney

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Krysti has an M.S. and holds her CCC-SLP AHCB Hippotherapy Certification. Her continuing education has included PROMPT, the SOS Approach to Feeding, the Natural Language Acquisition framework, and Alternative and Augmented Communication (AAC).


     14 Lauren Wendelken

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Academic Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         MA in Deaf Education, Certified NYS Teacher for Deaf and Hard of Hearing Students.


     15 Lisa Gatti

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Academic Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         BS in Elementary and Special Education, EAGALA Certified Equine Specialist.


     16 Mandi Budah

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         MA in Forensic Psychology, Bachelor's in Psychology and Sociology, LMSW, EAGALA Dual Certified Equine Specialist + Mental Health Professional.


     17 MaryAnn McGrath

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         MSW,
Licensed Social Worker,
EMDR, Thought Field Therapy,
EAGALA Certified Mental Health Professional


     18 Rachel Gearwar

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         MSW, Licensed Social Worker, EAGALA Dual Certified Mental Health Professional and Equine Specialist.


     19 Rosemary Manginelli

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         MSW
LCSW, CASAC, NCACII, SAP, CCFC, CAP, ICRC-ADC
EAGALA Advanced Certified Mental Health Professional


     20 Tessa Van Florcke

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         BA in Psychology, MSW, LMSW, CASAC-T, CCTP, EAGALA Dual Certified Mental Health Professional + Equine Specialist.


     21 Tiffany Donohue

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Therapeutic/Adaptive Riding

         Therapeutic/Adaptive Unmounted Horsemanship

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Tiffany is a Certified Horsemanship Association (CHA) Instructor of Riders with Disabilities (IRD) Level Two in both Cognitive and Physical Disabilities.


     22 Tina Rocco

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Bachelor of Science in Communication Sciences and Disorders
Master of Arts in Speech Language Pathology,
CCC-SLP,
Teacher of Students with Speech and Language Disabilities (TSSLD) certificate with the New York State Department of Education,
New York State Licensed Speech Language Pathologist,
Hippotherapy Clinical Specialist.
Speech Therapy in Motion runs its own practice utilizing the equines and the facility of Pal-O-Mine Equestrian.


     23 Virginia Porto

         FACILITY PARTICIPATION:

         Pal-O-Mine Equestrian, Inc.

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Bachelor's in History and Spanish, MSW, LCSW, EAGALA Certified Mental Health Specialist



Overview of our programs involved with providing EAS to individuals with special needs:
     1.Adaptive Riding and Unmounted Programs - Pal-O-Mine provides quality adaptive horseback riding to individuals with cognitive, physical, emotional and multiple disabilities. Adaptive horseback riding provides unique benefits to our students. The goals for each lesson are tailored to make improvements in the most needed areas of the rider’s life. Adaptive riding sessions are exceptional for improving fine and gross motor skills, balance, coordination, sensorimotor skills, language, and social skills. In addition, each one of our riding instructors excels in their field and continues with training and certification throughout their careers.
     
     2.Equine Assisted Learning (EAL) - Pal-O-Mine’s EAL programs incorporate horses experientially for educational, emotional, growth and learning. EAL uses unique approaches to create positive and constructive learning experiences for children and adolescents who are at risk of failing in the traditional academic setting. EAL sessions incorporate guided and safe horse interactions, positive interaction between students, animals and adults, as well as the incorporation of grade-level appropriate reading, writing, art and math skills. These approaches, combined with a varied and very specialized teaching staff helps to reengage the typically disengaged or defiant student and recreate a positive learning experience that carries over into the students’ traditional classroom experiences.
     
     3.Equine Assisted Psychotherapy (EAP) - Our Equine Assisted Psychotherapy (EAP) program follows the prescribed model designed by EAGALA, Inc., the leading international EAP training and certifying organization. Currently, Pal-O-Mine has 7 Licensed Mental Health Professionals and 11 Equine Specialists who are certified in the EAGALA model. Pal-O-Mine also is the host to the New York Metropolitan Networking Group.
     
     Pal-O-Mine offers individual, family and group therapy. Groups focus on issues including but not limited to grief, trauma and abuse, eating disorders, substance abuse, addiction and codependency. Participating populations include at-risk youth, women and the military. EAP affords clients the opportunity to gain knowledge about their behaviors while providing them with an emotionally safe environment for them to develop positive alternatives. The benefits to the client include increased self-esteem, improved communication skills, assertiveness, creative thinking, problem solving, development of coping skills and taking responsibilities for themselves.
     
     4.Hippotherapy - Hippotherapy is a treatment strategy provided by licensed and specially trained occupational therapists, physical therapists, or speech-language pathologists as part of a patient’s overall treatment plan. The therapist uses the movement of the horse to help address and improve a variety of deficits, including but not limited to: Deficits in sensory processing, gross motor, fine motor, balance, speech production, language, swallowing, and social skills. The horse’s walk provides multidimensional movement, which is variable, rhythmic and repetitive. This movement is modified by trained horse handlers under the direction of the therapist. The horse provides a dynamic base of support, making it an excellent tool for increasing trunk strength and control, balance, building overall postural strength and endurance, addressing weight bearing, motor planning and gait training. The effects of equine movement on postural control, sensory systems, and motor planning can be used to facilitate coordination and timing, grading of responses, respiratory control, sensory integration skills, attentional skills, speech production skills, swallowing and receptive, expressive and pragmatic language development.
     
     5.JSTEP (Job Security Through Equine Partnership) – The major focus of the J-STEP Program is to provide meaningful employment opportunities to adults with disabilities and to establish a green living program at Pal-O-Mine. Pal-O-Mine runs a state of the art vocational training center where young adults intern to gain valuable life skills including clerical and business management skills, daily living skills, nutritional skills and proper etiquette, financial literacy and management skills, organic farming, recycling and 3-D printing.
     
     6.Summer Employment Training – The Summer Employment Training Program (ETP) is an inclusive, innovative work study transitional program that provides workforce skills and leadership training to youth with a myriad of disabilities. The ETP provides engaging and effective out-of-school vocational training and character education and works to achieve the following goals: Provide economic and financial literacy skills through stipends; foster engagement in the learning process; decrease negative behaviors; improve character and awareness of the importance of good character; address emotional issues and trauma; and increase self-esteem and confidence.
     
     7.Corporate Training - Equine Assisted Learning (EAL) is an experiential approach that fosters real lasting change. It is a unique opportunity that goes beyond traditional leadership programs to restore balance in people’s lives while teaching critical thinking, clear communication and social skills. A typical training involves activities on the ground with the horses (there is no riding), which provides opportunities for team discovery through experiential learning. Prior horse experience is not necessary to benefit from this program. Equine Assisted Team Leadership programs are effective in situations as diverse as: Building cohesion; Navigating cultural differences; Mitigating crisis; Screening candidates for new hire; Collaborating with staff to enhance communication and adapt to new management style and initiatives.
     
     Pal-O-Mine provides thorough training and continuing education to all staff/independent contractors and instructors. Those that do no hold certifications are under the guidance of certified instructors/facilitators, and/or are in pursuit of certification.


Outreach and/or Public Education:
Overview of our programs involved with providing outreach and/or public education programs involving horses:
     With the addition of our mini horse trailer, Pal-O-Mine has begun visiting local nursing homes, hospitals, and other community-based nonprofits to provide positive interactions between additional populations and our horses.

Research/Medical Use of Equines:
Our organization has never made, and would not ever consider making, equines available for research studies or medical training that involves invasive procedures and/or that which may cause pain or suffering to the equine. 

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

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

Our Programs/Activities that are not equine-related and/or involving animals other than equines:
 JSTEP Vocational Development (Job Security Through Equine Partnership)
     Community Awareness and Education
     Other animals include: cat, dog, sheep, miniature donkeys, chickens.

POLICIES: INTAKE, ASSESSMENT & TRAINING

Prior to a horse being accepted and/or arriving at the facility, the organization has the following policies in place:
    The owner of a potential equine is interviewed over the phone or in person prior to seeing the equine
    The equine is evaluated at its place of residence
    The owner completes an application/contract which constitutes the agreement between the owner and our organization when the equine is acquired from the equine's owner other than by seizure or by abandonment
    If health records are not available or are out-of-date, our veterinarian will administer appropriate vaccinations
Not Checked:
    The owner is financially responsible for the shipping of the equine to and from the organization
    A health certificate signed by a veterinarian and dated no more than seven days prior to arrival is provided to our organization either prior to or upon arrival of the equine attesting to the health status of the equine

Trial Period: Check all that apply:
    Equines are on trial for up to 30 days
    Equines are on trial up to 60 days
    Equines are on trial for 60 or more days
    The trial period may be reduced based on the equine's progress
    During the trial period, the organization accepts total financial responsibility for the care of the equine, including board, feed, shoeing and any necessary veterinary care
    During the trial period, the organization accepts financial responsibility for the care of the equine, including board, feed, shoeing and any necessary veterinary care, up to a fixed amount agreed upon by the organization and the owner
    The trial period may be terminated by either the organization or the owner for any reason
Not Checked:
    During the trial period, the owner/donor is financially responsible for the care of the equine, including board, feed, shoeing and any necessary veterinary care

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:   Up to 10 days

Following arrival of the equine at the facility, the following is performed:
    Physical examination to include temperature, pulse and respiration by a trained staff member upon arrival
    A Henneke Body Conditioning Score or other body conditioning score is assigned by a veterinarian upon arrival
    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
Not Checked:
    Physical examination to include temperature, pulse and respiration by a veterinarian upon arrival
    A Henneke Body Conditioning Score or other body conditioning score is assigned by a trained staff member upon arrival
    The equine is microchipped if the equine has not been microchipped

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
    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:
    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 by the veterinarian
    Vaccinations are administered at least annually
    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:
    The Henneke Body Condition score or other body conditioning score is updated at least annually by a trained staff member
    Photographs are taken of each equine monthly and kept with the equine's health records
    Photographs are taken of each equine annually and kept with the equine's health records

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 the weight-carrying and workload limitations for each equine that is ridden at least annually
    Our organization 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):   Daily

Additional information about our intake, assessment & training policies and practices:
The barn manager and staff monitor each horse's body condition on a daily basis. Nutritional intake is adjusted as needed to maintain optimal body condition for each horse. The Henneke Body Condition score is not used.


POLICIES: BREEDING

The organization has the following policies related to breeding and stallions:
    Our organization does not conduct breeding of equines owned or under the care of our organization.
    Our main facility where our organization conducts its programs does NOT breed equines.
Not Checked:
    One or more of the facilities where our organization conducts its programs, including foster/temporary care facilities, breeds equines
    One or more of the facilities where our organization conducts its programs, including foster/temporary care 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
    Disposal of the carcass is handled within 24 hours
Not Checked:
    Our organization will never have an equine euthanized under any circumstances
    Euthanasia is done at the veterinarian's facility

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


POLICIES: RE-HOMING

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
    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
    Potential adopters/purchasers must visit our organization and be observed with the equine on site
    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
Not Checked:
    Potential adopters/purchasers are encouraged to do a short-term, on-site foster with the equine
    Adopters/purchasers are NOT required to provide updates

Our organization has the following policies and procedures related to horses that need to be retired, are no longer able to contribute to the mission of the organization, and/or are no longer manageable:
    Equines may remain at our organization for their lifetimes
    Equines may be found suitable homes by our organization
    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 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 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 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 unannounced visits
    The agreement states that adopters/purchasers can return an equine to our organization free of charge
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for one year
Not Checked:
    The agreement states that the re-homed equine CANNOT be sold, adopted, transferred, auctioned, released, given away, or otherwise placed into the possession of another individual or organization under any circumstances and must be returned to our organization should the adopter decide that he/she is no longer able, or no longer wishes, to care for the equine.
    The agreement states that should the adopter decide to re-home the equine, the adopter must grant the organization first right of refusal prior to the equine being placed into the possession of any individual or organization intending to take possession of the equine for any reason.
    The agreement states that should the adopter decide to re-home the equine, our organization must be notified of the name, address, and telephone number of any individual or organization intending to take possession of the equine for any reason prior to the equine being placed into the possession of such individual or organization.
    The agreement states that 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 scheduled visits
    The agreement states that adopters/purchasers can return an equine to our organization for a fee
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for two years
    Our organization microchips all equines that are not already microchipped before the adoption and/or transfer of the equine if the organization has the authority to microchip the equine.
    The agreement includes the microchip number of the equine.
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for as long as the adopter/purchaser is responsible for the care of the equine
    None of the statements are included.
    The organization does not re-home equines under any circumstances; our organization retains custody of our equines and ensures care of the equines for their lifetimes.
    Our organization does not have the authority to transfer ownership and/or does not own any of the equines involved with our programs.

Our organization requires references from the following:
    Veterinarian
    Farrier
    Personal/Other
Not Checked:
    Not applicable or no references required.

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

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


EQUINE CARE & SHELTER/FACILITY INFORMATION

Our organization CURRENTLY uses satellite, overflow, foster, and/or outreach facilities which adhere to all the policies, procedures and practices of our organization or did in the previous year. Facility information is provided for the organization's main, satellite and overflow facilities.

Total facilities at which our organization cares for and shelters horses used in our programs: 3


Pal-O-Mine Equestrian, Inc.
829 OLD NICHOLS ROAD ISLANDIA NY 11749
Currently operational
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 28
Total number of horses at this facility NOT INCLUDING those counted above: 4
Maximum capacity of horses at this facility: 35

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

Provide the contact information for the individual or organization responsible for investigating abuse in the county where the facility is located, including mailing address, email address, and phone information.
     SPCA 725 Veterans Memorial Highway Bldg 16 Hauppauge, New York 11788 (631) 382-7722

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:  23

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

     1. Alexandra Cella
     2. Casey Guerrero
     3. Christina Petitti
     4. Danielle Bertuccio
     5. Dora Lupo
     6. Eileen D'Amico
     7. Elise Hammell
     8. Ellen Lear
     9. Kathleen Casey
     10. Kathleen Henne
     11. Kim Berganza
     12. Kimberly Sandtorv
     13. Krysti Maloney
     14. Lauren Wendelken
     15. Lisa Gatti
     16. Mandi Budah
     17. MaryAnn McGrath
     18. Rachel Gearwar
     19. Rosemary Manginelli
     20. Tessa Van Florcke
     21. Tiffany Donohue
     22. Tina Rocco
     23. Virginia Porto

ADDITIONAL INFORMATION ABOUT THIS FACILITY:
The additional horses on our property but not involved in our programs includes horses privately own by staff/board members that do not participate in and programs.


Grounds: Pal-O-Mine Equestrian, Inc. (*Main) Currently operational This section is required.
Total acreage dedicated specifically to the horses: 7
Our organization has use of the following at this facility:
Structures/Barns: 2  Run-in sheds: 13
Pastures: 1  Paddocks/Pens/Turnout Areas: 13
Uncovered Outdoor Rings: 3  Covered Outdoor Rings: 0  Indoor Rings: 1
















Are the organization's rules, restrictions and warnings (signage) conspicuously posted in easily accessible locations?    Yes    
Are the organization's emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

Regarding all shelters where horses are housed including run-in sheds:
Do horses have assigned stalls in the barn/structure(s) or exclusively assigned shelter locations where they are separated from other horses with a barrier?    No    
How many hours per day, on average, are horses stalled or restricted to these sheltered exclusive shelter locations? 0-3;
How often are the stalls/shelters cleaned, i.e., kept in good repair and free of standing water, accumulated waste, sharp objects and debris? 6-7 Days a Week
Do all stalls/shelters allow horses to lie down, stand up and turn around and provide protection from inclement weather (wind, sleet, rain, snow and extreme temperatures)?    Yes    
Are stalls/shelters kept in good repair, with adequate ceiling height, and free of standing water, accumulated waste, sharp objects and debris?    Yes    
Are floors constructed and maintained for both good drainage and traction?    Yes    
Is there a ventilation and circulation system in place to allow free flow of air to control temperature, and humidity, and to prevent air stagnation?    Yes    
Is wiring inaccessible to horses and maintained for safety in all areas of facility?    Yes    
Are fire prevention/protection measures (fire alarms, extinguishers and sprinkler systems) maintained and in good working order?     Yes    
Is there adequate lighting to ensure safety in all areas of facility?     Yes    
How many hours per day, on average, are horses turned out:
    Equines are out 16+ hours per day
    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
    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 equines (i.e., shelters)
Not Checked:
    This facility does not have pastures where equines can graze on pasture grass
    A dedicated staff person(s) is responsible for pasture management
    Barbed wire is used for fencing
    Pastures have natural protection for equines (i.e., trees)

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
    All turnout areas are fenced to prevent escape or injury
    Electric fencing is used; electric wires or tape fence are visibly marked
    Turnout areas have man-made protection for equines (i.e., shelters)
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
Not Checked:
    This facility does not have turnout areas
    A dedicated staff person(s) is responsible for the maintenance of turnout areas
    Barbed wire is used for fencing

The following policies and procedures are in place at the facility to restrict public access and to keep horses safe:
    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
    There is a practice in place to monitor equines overnight
    No Trespassing 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 that is monitored internally by staff (or the property owner)
    The perimeter of the property is fully fenced
Not Checked:
    A security guard is present at night
    By Appointment Only signs are posted.
    Authorized Personnel Only signs are posted
    The property is fitted with a security system monitored by police or a professional service

Equine Care/Emergency Preparedness: Pal-O-Mine Equestrian, Inc. (*Main) 2025 and 2024 This section is required.

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

The following items are consistent with our feed management plan and practices:
    Equines are provided with individualized feeding plans, including supplements, according to the equine's age, breed/type, condition, size, work level and any health issues, consisting of nutritious food provided in sufficient quantity and access to adequate natural forage, or be fed daily, or as recommended by the organization's veterinarian
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    Equines are fed grain in individual stalls
    Staff and/or volunteers are trained in proper feed measurements and protocols and observed periodically to ensure they are feeding correctly
    The feed chart is centrally located and updated as needed
    The area(s) where hay, feed, grain, and supplements are stored are kept clean, free of debris and chemicals, and protected from weather and other animals in rodent-proof and mold-proof containers and grain bins
    Feed, supplements and hay types are clearly labeled
    Water sources, i.e., buckets, troughs, automatic waterers, etc. are kept clean, free of contaminants, debris and chemicals, protected from weather and other animals, and be positioned or affixed to minimize spillage.
    Medications are kept in a secure area
Not Checked:
    Equines are fed grain in groups

Is clean, potable water available at all times for all equines, or if not at all times, at least twice daily?     Yes    

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

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

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

Our organization has the following parasite and fly/insect control protocols in place, including remedies used to control flies and insects:
    Fly/Insect Control Remedies:
    Fly Traps and Tapes
    Premise Sprays/Insecticides
    Fly Spray Repellent
    Fly Masks
    Fly Sheets
    Fans
Not Checked:
    Our organization follows the parasite control guidelines of our veterinarian, including fecal testing and de-worming

The following represent the biosecurity practices in place at facility:
    Our organization follows the biosecurity guidelines of our veterinarian
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    The organization has a written biosecurity plan
    Staff are trained in best practices related to biosecurity
    Volunteers are trained in best practices related to biosecurity
    A specific individual is trained and assigned to care for sick, affected and/or quarantined equines
    Sick, affected and/or quarantined equines are cared for last if the caretaker must also care for healthy equines
    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined equines
    Hand sanitizers are available at all primary points of access to sick, affected and/or quarantined equines
    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 removed from the facility - not put in open air piles, and not spread on pastures
    Quarantine areas, such as stalls, aisle ways, paddocks, and common areas, are cleaned (and needed, 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
    Equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Latex gloves, or equivalent gloves, are worn when working with sick, affected and/or quarantined equines
Not Checked:
    Equines are not quarantined on arrival.

The following represent the manure removal practices in place at facility:
    Manure is stored in dumpster(s)
    Manure is hauled, sold or given away
    Our organization adheres to the manure management guidelines set by the state, local authorities, and/or our organization's veterinarian
Not Checked:
    Manure is piled in an area where equines 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:
    Equines wear halters with nametags
    A map/diagram is posted showing the location of each equine with equine names and photos
    Equine photos and profiles are available on the website
    Staff/volunteers are provided training on conformation, markings, colors, and breeds
    Team leaders work with new staff/volunteers until they are able to identify the equines
Not Checked:
    Equines are assigned the same exclusive stall/shelter location each day
    Name plates are located on the stall/shelter location
    Photos are located on the stall/shelter location
    A notebook or binder with photos and information on each equine is easily accessible
    Staff and volunteers are provided with an information packet with equine profiles, including photos and detailed descriptions

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
    Saddles are shared
    Saddle pads are shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
    Blankets, sheets and turn out apparel are fitted and utilized for each equine appropriate to the equine's needs and the weather conditions
    Blankets, sheets and turn out apparel are cleaned regularly as needed
    Tack is cleaned after each use
    Tack is cleaned weekly
    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
    Helmets are cleaned/disinfected after each use
    Helmets are replaced after a fall
    Helmets are replaced at least every five years.
Not Checked:
     All equines have specifically assigned tack, apparel and equipment that is not shared
    Bridles are shared
    Bits are shared
     Halters are shared
    Tack is cleaned only when needed
    This facility enlists the services of a professional saddle fitter at least once a year
    Tack is stored in a climate-controlled location
    Helmets are shared
    No equines are ridden; not applicable.

Emergency Preparedness: Pal-O-Mine Equestrian, 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 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 maintains appropriate liability and/or workers' compensation insurance
    The organization has a written emergency preparedness/safety plan (EPP)
Not Checked:
    Emergency procedures are posted prominently
    The facility collects and maintains medical information from staff, volunteers, and clients
The written EPP addresses the following areas:
    Local fire department and/or the state's emergency planning department procedures
    Medical emergencies for clients, staff, and volunteers
    Medical emergencies for equines
    Evacuation plans
    Power outages
    Fire
    Natural Disasters - thunderstorm, hurricanes, earthquakes, tornados, etc
    Protocols to notify emergency personnel
    Building/facility exit plans
Not Checked:
    Terrorist attacks


The facility follows the specific procedures to help PREVENT emergency situations:
    Smoking is strictly prohibited
    NO SMOKING signs are posted prominently
    Permanent or temporary structures where equines are stalled are kept free of dust, cobwebs, trash, cleaning rags, and other flammable items
    Aisles and doorways are kept clear
Not Checked:
    Hay is stored away from permanent or temporary structures where equines are stalled
    Heaters with automatic shutoff settings are used

How often are the following checked or performed?
Fire Extinguishers are checked: Annually
Smoke detectors are checked: Annually
Fence lines are checked: Daily
Turnout Areas are checked: Daily
Sprinkler systems are checked: Quarterly
Fire drills are conducted: Annually
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: 5= Onsite: 5 (3 + 2) + Offsite: 0
2-horse van/trailer with truck:
    1 Owned onsite  1 Access onsite but not owned  0 Access offsite;
3-horse van/trailer with truck:
    2 Owned onsite  1 Access onsite but not owned  0 Access offsite;
4-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
6-horse van/trailer with truck:
    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:  $1M to $2M
Equine Budget:   $150K to $250K
Month Fiscal Year Ends: 12
Type of Financial Reporting (Audit, Review, Compilation): Audit
Type of IRS Filing (990, 990-EZ, 990-N): 990
View the IRS Form 990/Pro Forma 990

Governing Body:
Board meetings per year:  4
Number of Board Members:  10  Number of Voting Board Members:  10

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? Yes
If yes, provide the name, title, responsibility and family/business relationship of each Board, Staff member and/or Program Participant.
Lisa Gatti, Founder and CEO, attends all board meetings, however is not a member of the board. One board member is the Founder/CEO's father.

Board/Staff 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.
Ellen Lear is a volunteer and provides services for the organization, however, she is not compensated in any way.

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:  N/A

Organization documents available on our website:
    Most recent Financials
    Most recent IRS Form 990
    Most recent Annual Report

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

Staff & Volunteers:
Chief Staff Officer (CSO):  Lisa A. Gatti, Founder & CEO
Employees/Independent Contractors:   Full-Time:  10  Part-Time:  39  Volunteers:  125
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 ((available either online or in print) 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.
    Volunteers required to complete a Liability Release/Hold Harmless Agreement
    Volunteers are required to provide Emergency Medical Information
    Volunteers are required to sign a Photo Release
    Prospective volunteers are required to undergo a Background Check
    Volunteers provide parent/guardian information if applicable
    Volunteers carry current health insurance
    Volunteers have written job descriptions
    Volunteers are evaluated on an annual and as needed basis or with any change in their job description
    Volunteers are updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Volunteers receive training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Volunteers are assigned a supervisor (staff member and/or senior volunteer) and is responsible for keeping their supervisor up to date on work related activities
    The supervisor assesses the volunteer's abilities and assigns specific duties to the volunteer based on their skills
    The organization records and maintains written attendance information and hours on every volunteer
    The organization provides a Volunteer Handbook to every volunteer
    The Volunteer Handbook (available either online or in print) 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:
    Volunteers are subject to Random Drug Screening
DISCLAIMER: The listing of this organization on this site is not an endorsement. EQUUS Foundation Guardians receive a star rating of 4 being the highest to 1 being the lowest based on the degree to which the organization meets the EQUUS Foundation standards for equine welfare and business practices.  If you have concerns about this organization, please contact us here.

© Copyright 2018 EQUUS Foundation                            139 transparency 3.00 Yes