MISSION & PROGRAMS

Mission:
To improve the mental health and well-being of military service members and family members, at-risk youth, and others with mental health needs through equine assisted mental health services including counseling and psychotherapy, therapeutic activities, education, community engagement, and research.

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.
100% 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 does not CURRENTLY use satellite, overflow, foster, and/or outreach facilities.

Summary of organization's recent accomplishments, goals, strategies to achieve the goals, and capabilities to meet the goals, including its long-term plans to sustain its programs:
Over the past year, STEPS With Horses has made significant progress in advancing our mission to provide trauma-informed, equine-assisted mental health services to those most in need—including veterans, survivors of trauma, at-risk youth, and underserved communities. We provided nearly 1,700 therapy sessions to over 130 unique clients, a number that reflects both growing community demand and our ability to scale services responsibly and effectively.
     
     This growth was supported by the expansion of our staff and intern training program, ensuring a strong, well-trained clinical team aligned with our commitment to ethical, evidence-informed care. We also participated in the Chisholm Challenge Horse Show, where our clients demonstrated courage, progress, and connection—showcasing the power of therapeutic horsemanship in a public setting.
     
     Organizationally, we deepened our community outreach efforts, cultivated new donor relationships, and benefited from a variety of fundraising activities, all of which expanded our visibility and support base. We continued to receive increased grant funding specifically directed toward equine care and direct service delivery.
     
     Looking forward, our primary goals include:
     
     Securing a long-term, permanent facility through collaboration with community and institutional partners
     
     Expanding direct mental health services, particularly to underserved populations
     
     Growing our therapeutic riding program by training additional instructors to meet demand
     
     Building broad-based support and brand awareness in the community
     
     Sustaining our Spectrum of Therapeutic Equine-Partnered Services model, which allows clients to step down through levels of care while maintaining a healing relationship with the horses
     
     To achieve these goals, we’ve launched a Development Committee, are actively participating in the Seen Through Horses campaign, and are strategically engaging new donors, sponsors, and grantmaking partners. We are also deepening community awareness through outreach, local events, and partnerships.
     
     With a proven model, a highly credentialed leadership team, and increasing community support, STEPS With Horses is well-positioned to continue growing sustainably while improving mental health outcomes for some of our region’s most vulnerable individuals. Our long-term vision includes a dedicated facility that allows us to expand services, serve more clients, and ensure the highest quality of care for both people and horses.


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:

At STEPS, we place a strong emphasis on the well-being of both our clients and our equine partners. Our commitment to maintaining mutually beneficial interactions is upheld by strictly adhering to PATH Intl. Standards for equine workloads, care, and safety. These standards are integral to ensuring that our programs and activities respect the comfort and dignity of the equine as a sentient partner. To ensure appropriateness for participation, all equines are screened according to PATH Intl. Standards, taking into account their temperament, training, and health. Continuous monitoring is conducted throughout their involvement to ensure their ongoing well-being.
     
     Our approach to equine assisted counseling follows the Relational Equine-Partnered Counseling and Equine-Partnered Play Therapy models. These methodologies emphasize the equine's sentience and self-directedness in participating in sessions. Equines are given the autonomy to "say no" to activities, and their feedback is thoughtfully incorporated into the session or lesson. This approach ensures that the equines are never treated as mere objects of control but as equal partners whose behaviors and feelings are recognized and honored. Most of our sessions take place in the pasture, the equines' natural environment, allowing them continuous access to food, water, shelter, and social interactions with the herd.
     
     Our equine specialists, all of whom are either PATH Intl. credentialed Equine Specialists in Mental Health and Learning (ESMHL) or ESMHLs-in-training under the supervision of a credentialed ESMHL, play a crucial role in maintaining the welfare of the equines. They are trained in a research-based understanding of equine ethology, enabling them to facilitate ethical interactions and avoid anthropomorphizing. The equine specialist’s responsibilities include anticipating potential stressors, identifying signs of stress, managing any stress that arises, and setting boundaries to protect the equine’s well-being.
     
     For therapeutic horsemanship lessons, we use the Relational Equine-Partnered Riding approach. This method focuses on understanding equine behaviors from the equine’s perspective and resolving difficulties without using dominance techniques. Lessons are conducted by PATH Intl. Certified Therapeutic Riding Instructors (CTRI) or CTRIs-in-Training, ensuring that participants learn riding and horsemanship in a respectful and ethical manner.
     
     Regarding the daily care of our equines, each equine’s diet is individually determined by our equine manager and is detailed on a chart for feeding personnel. Additional charts are used to track the quantity of food consumed at each feeding by each equine, ensuring that their nutritional intake is monitored in real-time. Equines undergo daily assessments, with their body condition, injuries, and illnesses recorded on a daily log sheet. They receive routine veterinary, dental, and farrier care in line with best practices. Our equines live in the pasture within the herd and have access to loafing sheds for shelter. Stalls are available in the barn for equines who are ill or injured.
     
     In summary, STEPS ensures that the interactions between equines and people are mutually beneficial and conducted with the highest standards of care and respect. Our programs are designed to be safe and stress-free for the equines, with their individual welfare as a paramount concern. Our trained personnel are dedicated to maintaining the physical and emotional safety of our equines, ensuring that all interactions are conducted ethically and respectfully.

Equine Assisted Services (EAS):
Our organization provides the following Equine Assisted Services (EAS):
    Therapeutic/Adaptive Riding
    Therapeutic/Adaptive Unmounted Horsemanship
    Psychotherapy/Counseling
    Personal Development Learning

4: Total number of Equine Assisted Service Providers at STEPS With Horses

     1 Alexandra E. Ryan

         FACILITY PARTICIPATION:

         STEPS With Horses

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Alexandra holds a MEd in Education Counseling and is a Licensed Professional Counselor (Texas - 92370)

     2 Dr. Hallie Sheade

         FACILITY PARTICIPATION:

         STEPS With Horses

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic/Adaptive Riding

         Therapeutic/Adaptive Unmounted Horsemanship

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Dr. Sheade holds a PhD in Counseling from the University of North Texas and a MS in Professional Counseling from Georgia State University. She is a Licensed Professional Counselor Supervisor (LPC-S #67848) in Texas and Registered Play Therapist Supervisor (RPT-S). She also holds credentials from Professional Association of Therapeutic Horsemanship International (PATH Intl.) as a Certified Therapeutic Riding Instructor (CTRI-75331) and Equine Specialist in Mental Health and Learning (75331). Dr. Sheade is a qualified EAL provider as an LPC-S and as a PATH Intl. ESMHL. Dr. Sheade is endorsed by PATH Intl. as a PATH Intl. Associate Faculty Member (Mental Health) for the ESMHL Workshop and Certification.

     3 Elizabeth Vasseur

         FACILITY PARTICIPATION:

         STEPS With Horses

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         Personal Development Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Elizabeth is currently pursuing a masters degree in Clinical Mental Health Counseling from Southern Methodist University to become a Licensed Professional Counselor. Elizabeth is currently a graduate-level counseling practicum student practicing under the supervision of SMU professor, Dr. Tracy McClung, and onsite supervisor, Dr. Hallie Sheade, as part of Elizabeth's completion of her practicum requirements for her graduate degree. Elizabeth is an unpaid intern.

     4 Tressa Marr

         FACILITY PARTICIPATION:

         STEPS With Horses

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         Academic Learning

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Tressa holds a MA in Schooling Counseling. She is currently pursuing a masters degree in Clinical Mental Health Counseling from Amberton University to become a Licensed Professional Counselor. Tressa is currently a graduate-level counseling practicum student practicing under the supervision of Amberton professor, Dr. Ken Johnson, and onsite supervisor, Dr. Hallie Sheade, as part of Tressa's completion of her practicum requirements for her graduate degree. Tressa is an unpaid intern.

Overview of our programs involved with providing EAS to individuals with special needs:
     STEPS offers a spectrum of equine assisted mental health services including equine assisted counseling (EAC) and therapeutic riding. Equine assisted counseling is our cornerstone service and is form of professional counseling facilitated by licensed mental health professionals (or graduate interns supervised by licensed professionals) and equine professionals, such as PATH Intl. ESMHLs or ESMHLs-in-Training under the supervision of a PATH Intl. ESMHL. Just like other forms of counseling or psychotherapy, EAC focuses on lessening symptoms or disorders. It can also help people cope with life’s challenges and experience a greater sense of meaning in their lives. Interaction with equines is used in conjunction with a variety of best practice counseling techniques and interventions such as trauma processing, psychoeducation, cognitive behavioral strategies, behavioral interventions, problem exploration, motivational interviewing, mindfulness, and grounding skills, play therapy, and more. We offer a specialized form of play therapy which incorporates equines for young children. Equines notice many cues indicative of a person’s emotional state such as breathing rate, heart rate, body language, facial expressions, tone of voice, and even scent. The feedback they provide can assist clients in gaining insight into thoughts, feelings, and behaviors as they are happening in the moment. Our counselors help clients connect these experiences to challenges they may be facing. In addition, clients have the opportunity to practice different skills such as problem-solving, decision-making, calming skills, and communication skills that can be generalized and applied to increasing satisfaction in relationships and daily life.
     
     We serve adults, adolescents, and children starting at age 4. We work with both military and non-military clients to address concerns such as trauma, PTSD, anxiety and stress management, depression and mood disorders, bullying and self-esteem issues, grief and loss, military readjustment, school and work-related problems, attention deficit/hyperactivity, relationship problems, and child behavior issues. Our services may be especially beneficial for clients who are uncomfortable or dissatisfied with office-based approaches.
     
     After clients have met and/or made considerable progress towards treatment goals, they may have the opportunity to participate in our non-clinical therapeutic horsemanship services such as riding in order to build upon and maintain the gains made in counseling. Our non-clinical services shift the focus from therapy to learning horsemanship and riding in a therapeutic environment with our highly trained and certified equine professionals. Clients can also maintain contact with their counselor through engagement in quarterly mental health check-ins. STEPS equine professionals also regularly consult with STEPS licensed mental health professionals to provide horsemanship services that are responsive to client's needs and to identify early warning signs of client regression related to their mental health. All therapeutic horsemanship facilitators are PATH Intl. CTRI or CTRI-in-Training supervised by a PATH Intl. CTRI.
     
     Equine assisted learning (equine assisted wellness) services in personal and/or professional development are led by licensed mental health professionals and graduate-level counseling interns under supervision working with PATH Intl. ESMHLs (or ESMHLs-in-Training) to target social and emotional learning goals such as leadership skills, communication, confidence, emotional regulation, empathy, problem-solving skills, and stress management. These programs are conducted with youth and adult groups from local schools, agencies, corporations, and other nonprofits.

Overview of our programs involved with providing outreach and/or public education programs involving horses:
     STEPS Executive Director, Dr. Hallie Sheade, frequently presents a local, state, national, and international events and professional conferences on topics related to equine assisted services. Dr. Sheade also serves as a guest lecturer for university courses. STEPS hosts groups onsite from local agencies, nonprofits, schools, and organizations to share information on STEPS’ equine assisted mental services through hands-on experiential activities with the equines. STEPS also hosts volunteer days for local schools and corporations to support STEPS through service activities. STEPS will bring out miniature equines for community outreach events, such as fundraisers, city events, and learning events. STEPS has a robust undergraduate and graduate-level internship program, hosting interns interested in learning about equine assisted mental health services from universities throughout the country. Finally, STEPS also hosts professional trainings for mental health professionals and equine professionals seeking to learn more about equine assisted mental health services.

Research/Medical Use of Equines:
Our organization has made equines available for research studies or medical training.
Please explain where and for what purpose equines are/were provided to use in research or medical training. 
     In the future, our equines may be considered for participation in research specifically focused on the human-animal bond and equine assisted mental health services. These studies would not involve any invasive procedures or procedures that would cause pain or suffering to the equines. The primary purpose of their participation would be to contribute valuable insights into the positive impacts of human-animal interactions on mental well-being.
     
     All proposed studies involving equines would be subject to rigorous ethical oversight. Prior to implementation, each study would undergo thorough review and approval by an Institutional Review Board (IRB) to ensure compliance with ethical standards and the protection of both human and equine participants. Additionally, the study protocols would be reviewed by a qualified equine veterinarian to ensure the well-being and humane treatment of the equines involved in the research. This commitment to ethical oversight and animal welfare aligns with our dedication to conducting responsible and impactful research in the field of the human-animal bond and equine assisted mental health services.

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. 

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
    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 up to 60 days
    The trial period may be reduced based on the equine's progress
    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

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
    The equine is confined to a designated and separate area for isolation and quarantine off-site for a prescribed period of time

The typical length of quarantine is:   10 to 20 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 trained staff member upon arrival
    Photographs are taken of each equine upon arrival at the facility and kept with the equine's health records

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
    Tolerance to multiple handlers at the same time

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

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

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


Horses provided formal training (groundwork or riding):   Weekly

Additional information about our intake, assessment & training policies and practices:
Quarantine is dependent upon where the equine is coming from and upon vet's recommendation. STEPS' agreement with owner donating an equine is that the owner agrees to take equine back during the trial period if equine is found to be unsuitable for STEPS.

POLICIES: BREEDING

The organization has the following policies related to breeding and stallions:
    Our organization does not conduct breeding of equines owned or under the care of our organization.
    Our main facility where our organization conducts its programs does NOT breed equines.
    One or more of the facilities where our organization conducts its programs, including foster/temporary care facilities, are permitted to house stallions

Additional information about our breeding policies and practices:
The ranch where we board does board stallions. However, we do not include stallions in our program or in our pasture. Clients are not permitted to engage with any non-STEPS equines.

POLICIES: EUTHANASIA

The organization has the following policies related to euthanasia:
    Our organization will never have an equine euthanized for space
    Our organization will have an equine euthanized upon the recommendation of the veterinarian if the equine is a threat to itself, other equines, or people
    Our organization will have an equine euthanized upon the recommendation of the veterinarian after all reasonable treatment options have been explored
    Euthanasia is done on site when possible to decrease trauma from transport
    Euthanasia is done at the veterinarian's facility
    Disposal of the carcass is handled within 24 hours

The following are authorized to administer the procedure for your organization in accordance with state laws:
    Veterinarian
    Employee of animal control shelter or humane society with appropriate training

Additional information about our euthanasia policies and practices:
Due to our extensive interviewing process for an equine to be accepted into the program, the only time a healthy equine, who becomes unsafe, would be euthanized is if there was not a safe home for it to go to. We would rather put an equine down that is unsafe, than have it end up in a slaughter house or hurt or kill a human. This would only be considered after all other resources for training and/or re-homing have been exhausted.

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

Our organization has the following policies and procedures related to horses that need to be retired, are no longer able to contribute to the mission of the organization, and/or are no longer manageable:
    Equines may remain at our organization for their lifetimes
    Equines may be found suitable homes by our organization
    Equines may be returned to their owners
    In the case an equine is unmanageable and demonstrates repeated dangerous behaviors, the equine may be euthanized upon the recommendation of the veterinarian
    In the case an equine is unsound and/or unhealthy and cannot be treated to relieve suffering, the equine may be euthanized upon the recommendation of the veterinarian
    The organization will accept financial responsibility for equines in the current care of the organization that need to be retired or are no longer able to contribute to the mission of the organization if all alternatives have been explored to find the equine an appropriate placement and space is not available for the equine to remain at the organization.

The uploaded Re-homing agreement includes the following re-homing (adoption/purchase) statements:
    The agreement reflects that any individual or organization in possession of the equine as of the date of the agreement and any time thereafter is bound to not sell the equine at auction for slaughter or allow the equine to be sold, transferred, released, or otherwise placed into possession of any person or organization that will cause or allow the equine to be sold at auction for slaughter.
    The agreement states that should the adopter decide to re-home the equine, our organization must grant approval of any individual or organization intending to take possession of the equine for any reason prior to the equine being placed into the possession of such individual or organization, including being provided written notification of the name, address, and telephone number of any individual or organization intending to take possession of the equine for any reason.
    The agreement states that the terms of our organization's agreement will be binding on any future individual or organization taking and/or in possession of the equine for any reason.
    The agreement states that 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 our organization reserves the right to make scheduled visits
    The agreement states that adopters/purchasers can return an equine to our organization free of charge
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for as long as the adopter/purchaser is responsible for the care of the equine

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

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:
Less than $200

EQUINE CARE & SHELTER/FACILITY INFORMATION

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

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

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STEPS With Horses
16151 US Hwy 377-South Fort Worth TX 76126
Currently operational
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 11
Total number of horses at this facility NOT INCLUDING those counted above: 90
Maximum capacity of horses at this facility: 110

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

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.
     Texas Family Department of Family and Protective Services Region 3 Arlington, TX 1200 E. Copeland Rd., Arlington, TX 76011 817-792-4400 Contact Form website (no email): https://www.dfps.state.tx.us/Contact_Us/default.asp Weatherford/Parker County Animal Control 403 Hickory Lane Weatherford, TX 76086 animal.control@parkercountytx.com 817-598-4111 https://www.parkercountytx.com/96/Animal-Control-Lost-Pets-Notices-of-Estr

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:  4

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

     1. Alexandra E. Ryan
     2. Dr. Hallie Sheade
     3. Elizabeth Vasseur
     4. Tressa Marr

STEPS With Horses operates at a private boarding facility, 4 Hearts Ranch (a separate business entity with separate staffing). While in some instances, we maintain more stringent policies than the ranch does, we do not have control over certain aspects within the facility's control and/or their practices for their boarder and visitors. We are boarders - the same as the facility's other boarders and therefore cannot control what other boarders do or property issues. We address issues when we can but cannot address issues that would involve permanent or costly repairs to a facility that does not belong to us. Our staff assess and respond to the presence of hazards and adjust our activities accordingly to protect our clients, visitors, and staff on guidance of our board, veterinarians, and staff.

We lease a private pasture space that we feed and share pasture maintenance with the ranch. We share space in the barn and arenas with the ranch and its boarders. STEPS equines live in our privately leased pasture in a closed herd at all times with fence lines that are not shared with other equines boarded at the facility. We reserve two stalls in the barn for STEPS' exclusive use in order to temporarily house any equines with illness, injury, or sensitivity to extreme weather conditions. These stalls have STEPS' information posted at all times and are updated with the name and feeding requirements for any specific equines housed in the stalls temporarily. Our reserved stalls (if used) have solid walls and do not allow for contact between our equines and other equines boarded at the facility.

STEPS With Horses maintains its own fire extinguishers in the shed adjacent to the pasture where our equines are kept, as well as a second fire extinguisher and smoke/carbon monoxide alarm in our office. These fire extinguishers were purchased and approved by an individual with advanced training in fire safety. The facility does not have its own fire extinguishers, alarms, or sprinkler systems. Regarding the prohibition of smoking, all of our clients, staff, and volunteers are provided with copies of STEPS' facility rules and agreement (a STEPS document, not a 4 Hearts document), indicating that smoking is not allowed. We would notify the barn owner when non-STEPS visitors/boarders are smoking if this were to ever happen but cannot intervene directly with their clients/visitors. (It has not happened since we have been there).

STEPS maintains 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 for the extent of what we can control in a pasture that does not belong to us. We seed the pasture, remove manure as needed, remove debris, and remove weeds to the capacity that we are allowed to do so.

The horses are all fed at the same time. All have separate buckets and are physically separated (feed bags, tying, etc) if needed to ensure that each receives the correct amount of grain. 

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Grounds: STEPS With Horses (*Main) Currently operational This section is required.
Total acreage dedicated specifically to the horses: 70
Our organization has use of the following at this facility:
Structures/Barns: 2  Run-in sheds: 3
Pastures: 6  Paddocks/Pens/Turnout Areas: 8
Uncovered Outdoor Rings: 9  Covered Outdoor Rings: 0  Indoor Rings: 0
















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 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:
    A dedicated staff person(s) is responsible for pasture management
    All pastures are fenced to prevent escape or injury
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
    Pastures have natural protection for equines (i.e., trees)
    Pastures have man-made protection for equines (i.e., shelters)

The following describes the turnout areas other than pastures at this facility:
    This facility has a written plan in place for the maintenance of turnout areas, which includes a schedule for cleaning, manure removal, and dragging
    A dedicated staff person(s) is responsible for the maintenance of turnout areas
    All turnout areas are fenced to prevent escape or injury
    Turnout areas have man-made protection for 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

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
    Hold Harmless signs are posted
    Entrance gates are locked at night
    Visitors are only permitted at specific times

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Equine Care/Emergency Preparedness: STEPS With Horses (*Main) 2025 and 2024 This section is required.

Horse Health Care/Barn Management Records: What system is used to collect and store health/horse care records?
    Onsite computer with cloud-based backup storage system
    Our organization utilizes a software application to maintain records
    The organization utilizes its own system to maintain records
    Our organization would use free cloud-based barn management software if available

The following items are consistent with our feed management plan and practices:
    Equines are provided with individualized feeding plans, including supplements, according to 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 groups
    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

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

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

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

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

Our organization has the following parasite and fly/insect control protocols in place, including remedies used to control flies and insects:
    Our organization follows the parasite control guidelines of our veterinarian, including fecal testing and de-worming
    Fly/Insect Control Remedies:
    Fly Traps and Tapes
    Fly Spray Repellent
    Fly Masks
    Fans

The following represent the biosecurity practices in place at facility:
    Our organization follows the biosecurity guidelines of our veterinarian
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    Staff are trained in best practices related to biosecurity
    Volunteers are trained in best practices related to biosecurity
    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

Additional information on biosecurity:
STEPS is an organization leasing a private pasture space at the 4 Hearts Ranch facility (a separate business entity with separate staffing). Our equines stay in a closed herd and do not share fence lines with other equines boarded at the facility. Additionally, our reserved stalls (if used) have solid walls and do not allow for contact between our equines and other equines boarded at the facility. The facility follows the biosecurity security guidelines of its veterinarian. STEPS has access to use the ranch's quarantine pen if we were to need to quarantine a sick, affected, and/or other quarantined equine so that it cannot have contact with our other equines. We clean our own stalls to keep free of debris and cobwebs but cannot control the condition of other boarders' stalls.

The following represent the manure removal practices in place at facility:
    Manure is piled in an area where equines are not located
    Manure piles are composted or spread on pastures
    Our organization adheres to the manure management guidelines set by the state, local authorities, and/or our organization's veterinarian

The following steps are taken to help staff and volunteers readily identify each horse on the property:
    A notebook or binder with photos and information on each equine is easily accessible
    Equine photos and profiles are available on the website
    Staff and volunteers are provided with an information packet with equine profiles, including photos and detailed descriptions
    Staff/volunteers are provided training on conformation, markings, colors, and breeds
    Team leaders work with new staff/volunteers until they are able to identify the equines

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
    Saddles are shared
    Saddle pads are shared
    Bridles are shared
    Bits are shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
    Blankets, sheets and turn out apparel are fitted and utilized for each equine appropriate to the equine's needs and the weather conditions
    Blankets, sheets and turn out apparel are cleaned regularly as needed
     Halters are shared
    Tack is cleaned only when needed
    Tack is inspected for overall working condition before each use by trained personnel
    Tack is assessed for fit before each use by trained personnel
    Tack is assessed for fit by trained personnel when an equine's body condition changes
    Tack is assessed for fit by trained personnel when an equine's disposition changes
    This facility enlists the services of a professional saddle fitter at least once a year
    Assigned tack is clearly labeled
    Helmets are shared
    Helmets are cleaned/disinfected after each use
    Helmets are replaced after a fall
    Helmets are replaced at least every five years.

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Emergency Preparedness: STEPS With Horses: *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 collects and maintains medical information from staff, volunteers, and clients
    The facility maintains appropriate liability and/or workers' compensation insurance
    The organization has a written emergency preparedness/safety plan (EPP)
The written EPP addresses the following areas:
    Local fire department and/or the state's emergency planning department procedures
    Medical emergencies for clients, staff, and volunteers
    Medical emergencies for equines
    Evacuation plans
    Power outages
    Fire
    Natural Disasters - thunderstorm, hurricanes, earthquakes, tornados, etc
    Terrorist attacks
    Protocols to notify emergency personnel
    Building/facility exit plans


The facility follows the specific procedures to help PREVENT emergency situations:
    Smoking is strictly prohibited
    Hay is stored away from permanent or temporary structures where equines are stalled
    Permanent or temporary structures where equines are stalled are kept free of dust, cobwebs, trash, cleaning rags, and other flammable items
    Aisles and doorways are kept clear

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

Equine Transportation: 6= Onsite: 2 (1 + 1) + Offsite: 4
2-horse van/trailer with truck:
    1 Owned onsite  
3-horse van/trailer with truck:
    1 Access onsite but not owned  2 Access offsite;
4-horse van/trailer with truck:
    1 Access offsite;
6-horse van/trailer with truck:
    1 Access offsite;
8-horse van/trailer with truck:
    
10-horse van/trailer with truck:
    

GOVERNANCE, MANAGEMENT & FINANCIAL REPORTING

Financial Reporting
Budget:  $100K to $500K
Equine Budget:   $50K to $100K
Month Fiscal Year Ends: 12
Type of Financial Reporting (Audit, Review, Compilation): Compilation
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:  6  Number of Voting Board Members:  6

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.
The Board President is married to the Executive Director. Another board member is an immediate family member to the Administrative Manager. The Executive Director and Administrative Manager are compensated by the organization. The related Board Members do not vote on decisions related to their family member's compensation and acts in accordance with STEPS With Horses' written Conflict of Interest policy. The Board President and Executive Director co-founded the organization.

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? No

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

Compliance:
Below is a list all local, state and federal licenses held by the organization, and/or accreditations or compliances with the published standards of an accrediting organization, if applicable:  STEPS With Horses is recognized by Professional Association of Therapeutic Horsemanship International (PATH Intl.) as a Member Center.
     
     All counseling activities are supervised by Executive Director, Dr. Hallie Sheade, LPC Supervisor. Dr. Sheade's license number is LPC Supervisor 67848 in Texas and expires on 12/31/2025. All other LPC Associate and graduate-level counseling interns are supervised by Dr. Sheade in accordance with Texas state law.

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

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):  Dr. Hallie Sheade, Executive Director
Employees/Independent Contractors:   Full-Time:  2  Part-Time:  3  Volunteers:  10
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 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

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 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