MISSION & PROGRAMS

Mission:
Our mission is to provide a safety net for Thoroughbreds in need. For some, this means rehabilitation and retraining to prepare them for adoption into loving homes. For others, particularly those with advanced age or medical complications, this means permanent retirement at our sanctuary, where they can live out their lives in peace and comfort.

Our organization provides programs involved with equine rescue, adoption & retirement
Our organization conducts Equine Assisted Services in accordance with the EQUUS Foundation Guidelines on Qualifications of Organizations Conducting Equine Assisted Services (EAS).
Our organization provides 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 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:
Serenity Oaks has had an exciting year of growth that has laid a solid foundation for continued impact. By focusing on programming that supports companion adoptions, builds meaningful community engagement, invests in preventative care, and strengthens diversified funding, we’ve positioned the sanctuary to expand our mission in sustainable ways over the coming years.
     
     Key Accomplishments (2024)
     1. Focus in Companion (NON-RIDABLE) Horse Adoptions & Safety Net
     We shifted our focus to companion (NON-RIDABLE) horse adoptions in 2024 to help more horses at risk. This shift has allowed us to be more effective in identifying horses who we are good fit for us and more efficient in how we use our training resources. This specialization in companion (non-rideable) equines has helped great horses find incredible placements. Additionally, we have established a safety net by microchipping and registering every horse in our care.
     
     2. Expansion of Equine-Assisted Psychotherapy (EAP)(2024)
     Through collaboration with licensed therapists, we expanded our Equine-Assisted Psychotherapy offerings this year. We’ve been able to incorporate models like HEAL, EMDR, and trauma-informed care, helping clients access deeper healing while also building a more consistent revenue stream to support the sanctuary.
     
     3. Developed 2024 & 2025 Launch of the Companion Camp Program
     In April 2025, we launched Companion Camp—a three-session experience that gives potential adopters the chance to really spend time with adoptable horses before making a decision. This approach is already proving effective in facilitating strong human-horse bonds and increasing successful placements & Safety nets.
     
     4. Strengthened Industry Partnerships (2024)
     We’ve made intentional strides in developing relationships within the racing and breeding industries. These partnerships have helped us intervene earlier and more often—getting at-risk horses out of harm’s way before they end up in the kill pen pipeline. This earlier intervention has had a direct impact on how efficiently we can rehab and rehome.
     
     5. ASPCA warm up ring completed (2024) - ASPCA Right Horse Partner Designation (2025)
     
     
     Goals for the Next Two Years (2025–2027)
     1. Double Companion Horse Adoptions
     Strategy: Expand the reach and accessibility of Companion Camp to bring in more adopters and improve match quality.
     Implementation: Host more sessions throughout the year and build in regular feedback loops to refine the process.
     
     2. Grow Equine-Assisted Psychotherapy Services
     Strategy: Increase therapist capacity and diversify the services we offer.
     Implementation: Facilitate additional training opportunities for providers and form new partnerships with mental health agencies who align with our mission.
     
     3. Deepen Preventative Partnerships in Racing and Breeding
     Strategy: Formalize agreements with industry professionals to proactively identify horses at risk.
     Implementation: Host co-sponsored education events and raise visibility around responsible aftercare options.
     
     4. Improve Operational Efficiency
     Strategy: Focus on reducing long-term expenses by prioritizing early intervention, minimizing intensive rehabs, and improving internal systems.
     Implementation: Conduct regular internal reviews to identify cost-saving opportunities and refine resource allocation.
     
     Long-Term Sustainability Plans
     1. Introduce Selective Boarding
     We plan to open up limited boarding opportunities for horses whose needs and temperament align with the culture and mission of the sanctuary. This will help generate reliable income while preserving our core values. Maximum 6 horses.
     
     2. Prioritize Preventative Rescue
     Our focus will remain on early identification and intervention—reducing the number of horses that come to us in critical condition and lowering overall costs associated with rehab.
     
     3. Scale Companion Camp
     We envision Companion Camp becoming a primary entry point for adopters, giving horses a consistent opportunity to show their personalities while creating a more intentional pathway to companion adoptions.
     
     4. Expand and Diversify Revenue Streams
     In addition to psychotherapy services, we’ll continue exploring grants, donor cultivation, and mission-aligned merchandise sales to support the longevity 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:

We’ve taken intentional steps to ensure that all human-equine interactions at Serenity Oaks are safe, ethical, and grounded in the highest standards of equine welfare. Our practices are built in alignment with the EQUUS Foundation’s Guidelines for Human-Equine Interactions, with ongoing review and refinement as we grow.
     
     Commitment to Ethical, Mutual Relationships Between Horses and People
     1. Equine Comfort Comes First
     All programming is designed to center the horse’s well-being. We avoid any activity that would force a horse into discomfort or stress, and we structure involvement based on each horse’s temperament and preferences.
     
     2. Continuous Observation and Opt-Out
     We have clear systems in place to monitor every horse’s body language and stress levels during sessions. Horses always have the option to “opt out,” and we respect their signals when they do.
     
     3. Trained Staff and Emergency Protocols
     All sessions are overseen by trained professionals who have the authority and expertise to remove a horse from participation if needed. We also maintain a full emergency response plan and first aid procedures to ensure safety for both horses and humans.
     
     4. Compliance with EAS Guidelines
     Our Equine-Assisted Psychotherapy and Counseling programs follow EQUUS Foundation standards for ethical and effective delivery. This ensures safety, therapeutic integrity, and a positive experience for both clients and horses.
     
     5. Responsible Rehoming Practices
     Adoption and rehoming at Serenity Oaks are never transactional. We use formal applications, reference checks, microchipping and contracts to make sure our horses go into environments where they’ll be safe, respected, and cared for long-term.

Equine Transition Services:
Overview of our programs involved with rescue, rehabilitation, retraining, re-homing and/or retirement:
     Through long-term relationships with local and national equine rescue organizations, community contacts, breeding sheds, race connections, and other sources, Serenity Oaks receives requests to support at-risk equines. Each request is carefully reviewed to assess the level of risk in the current situation and determine whether Serenity Oaks is a suitable home. Once an equine is approved, Serenity Oaks collaborates with multiple organizations and individuals to arrange safe transportation to our property. Upon arrival, horses are immediately quarantined on-site to protect the health and welfare of all equines at the sanctuary.
     
     After entering our program, each horse undergoes a thorough evaluation to identify its specific needs. A tailored Rehabilitation and Treatment Plan is then developed in collaboration with our veterinarian and farrier. Once the Rehabilitation or Treatment Plan is successfully completed, we assess the equine to determine whether lifetime retirement, further rehabilitation, or adoption is the best option.
     
     For horses deemed suitable for adoption, we carefully review applications to find the best match for the equine’s needs. Serenity Oaks partners with an onsite trainer to prepare adoptable horses with new skills, enhancing their chances of finding a loving home.

Equine Assisted Services (EAS):
Our organization provides the following Equine Assisted Services (EAS):
    Psychotherapy/Counseling

2: Total number of Equine Assisted Service Providers at Serenity Oaks Equine Sanctuary

     1 Ginger Houghton

         FACILITY PARTICIPATION:

         Serenity Oaks Equine Sanctuary

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Clinical Director and Owner of Director Bright Spot Counseling and EMDR Treatment Center
Master of Social Work, 2010
Bachelors Degree Women's Studies and Political Science, 2005
Full license to practice Social Work in Michigan (LMSW).
Certified Advanced Addiction and Drug Counselor (CAADC)
Heal Equine-Assisted Therapy Certification
Certified Clinical Trauma Professional

     2 Jocelyn Peters

         FACILITY PARTICIPATION:

         Serenity Oaks Equine Sanctuary

         RELATIONSHIP: Other

         SERVICES PROVIDED:

         Psychotherapy/Counseling

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Jocelyn Peters is certified as a Licensed Master Social Worker (LLMSW) who works for Bright Spot Counseling. Jocelyn has completed Carolyn Resnick's Liberty Horsemanship training and Natural Lifemanship training. Jocelyn is receiving additional support from Ginger Houghton.

Overview of our programs involved with providing EAS to individuals with special needs:
     Serenity Oaks Equine Sanctuary has a strong partnership with Bright Spot Counseling to provide Equine-Assisted Psychotherapy/Counseling to special needs and at-risk individuals. Ginger Houghton, LMSW, CAADC, is the owner of Bright Spot Counseling and a long-time volunteer at the sanctuary. Ginger is certified in the HEAL Model of Equine-Assisted Psychotherapy. Equine-Assisted Psychotherapy services are targeted to teens and adults with a history of Complex Trauma (C-PTSD), Anxiety, Depression, and behavioral issues. The HEAL Model focuses on the Keys to Connection such as finding safety in the body/brain, co-regulation with the equine, boundaries, assertiveness, and finding connection after trauma. Additional therapeutic modalities implemented into sessions may include Mindfulness, Trauma-Informed Therapeutic Yoga skills for Grounding, Cognitive Behavioral Therapy, Flash Eye Movement Desensitization and Reprocessing (EMDR), Brainspotting, Polyvagal strategies and Forward-Facing Trauma skills.
     
     Initially, patients undergo a Biopsychosocial Assessment at Bright Spot Counseling's office or virtually to complete consent forms and waivers, assess symptoms, explore personal history, diagnose mental health conditions and develop a treatment plan for Equine-Facilitated Psychotherapy and adjunct services (ie- EMDR, Medication Management, etc...). Patients are screened for appropriateness of fit and safety at initial sessions and throughout the therapeutic process. A typical course of Equine-Facilitated Psychotherapy in the HEAL model is 6-8 sessions but varies based on complexity of presentation. All sessions are unmounted. Patients are supervised at all times while on site to ensure safety and therapeutic benefit. Horses are screened on an ongoing basis for safety, health and goodness of fit for engaging as a partner in Equine-Facilitated Psychotherapy. Horses are limited to 2 clinical sessions per day and 4 per week.
     
     Proceeds from Equine-Facilitated Psychotherapy sessions provide consistent income to support daily operations costs at Serenity Oaks Equine Sanctuary. Ginger Houghton is licensed to provide services in Michigan and seeks appropriate supervision on complex Equine-Facilitated Psychotherapy cases as needed.

Overview of our programs involved with providing outreach and/or public education programs involving horses:
     Serenity Oaks Equine Sanctuary offers several community outreach programs, including monthly Open Barn events for the public, cub scouts, holiday programs, and a summer literary program called "Reading to Horses". We maintain connections with numerous local schools and non-profit organizations to offer distinctive experiences for children, teenagers, and families. All of our programs share a common goal: to enhance public involvement, foster understanding, strengthen connections with equines, and promote greater awareness of equine welfare.

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:
 We own and lease out a veterinary clinic (located on our property) to Bottle Babies and from time to time we do take in unwanted puppies/dogs. We have them vetted, altered and microchipped. After vetting is completed, we place them up for adoption.

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
    If health records are not available or are out-of-date, our veterinarian will administer appropriate vaccinations

Trial Period: Check all that apply:
    Equines are not taken on trial

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 typical length of quarantine is:   20 to 30 days

Following arrival of the equine at the facility, the following is performed:
    Physical examination to include temperature, pulse and respiration by a veterinarian upon arrival
    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
    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
    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 the veterinarian
    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 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 at least annually and 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):   As needed; no set schedule

Additional information about our intake, assessment & training policies and practices:
Serenity Oaks Equine Sanctuary places a profound emphasis on the well-being of the equines under our care, as well as the safety of anyone who interacts with them. Upon their arrival, the equines are given time for decompression and undergo evaluations by the Founder, Co-Founder, veterinarian, and lead volunteers.
     
     The insights gained from these assessments are then shared with volunteers who will be working with the equines. We pay particular attention to safety concerns, especially in cases involving fearful or aggressive behavior, as it is crucial to develop positive strategies for addressing these behaviors post-decompression. We make every possible effort to employ positive reinforcement and engagement techniques to cultivate safe and dependable equine partners. In some instances, if necessary, Serenity Oaks Equine Sanctuary may seek external assistance to address behavioral issues.

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.

Additional information about our breeding policies and practices:
Serenity Oaks Equine Sanctuary adheres to our mission and vision, which expressly prohibits horse breeding. We also have a policy against allowing uncastrated horses on the premises.

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

The following are authorized to administer the procedure for your organization in accordance with state laws:
    Veterinarian

Additional information about our euthanasia policies and practices:
Serenity Oaks Equine Sanctuary maintains a positive and supportive relationship with our primary veterinarian, Dr. Lobar. Given our mission, which involves the rescue of horses with advanced age and complex medical conditions, we have consistently collaborated closely with Dr. Lobar to diagnose, monitor, treat, and manage these conditions. We diligently adhere to all of the veterinarian's recommendations and timeframes for euthanasia, ensuring that no equine under our care experiences uncontrolled pain or distress.

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 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
    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, 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 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 are required to provide updates (photos, vet records) for one year
    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.

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

Transfer of ownership occurs:   After one year

The average equine re-homing (adoption/purchase) fee received by your organization:
$1,001 to $1,500

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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Serenity Oaks Equine Sanctuary
6279 N Territorial PLYMOUTH MI 48170
Currently operational
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 18
Total number of horses at this facility NOT INCLUDING those counted above: 1
Maximum capacity of horses at this facility: 27

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.
     Washtenaw county animal control 2201 Hogback road Ann Arbor MI 48105 734-971-8400

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:  2

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

     1. Ginger Houghton
     2. Jocelyn Peters

all horses are separated to feed what they need individually.

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Grounds: Serenity Oaks Equine Sanctuary (*Main) Currently operational This section is required.
Total acreage dedicated specifically to the horses: 25
Our organization has use of the following at this facility:
Structures/Barns: 3  Run-in sheds: 8
Pastures: 5   Paddocks/Pens/Turnout Areas: 3
Uncovered Outdoor Rings: 0   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?    Yes    
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 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:
    A dedicated staff person(s) is responsible for pasture management
    All pastures are fenced to prevent escape or injury
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly
    Pastures are rotated
    Pastures have natural protection for equines (i.e., trees)
    Pastures have man-made protection for equines (i.e., shelters)

The following describes the turnout areas other than pastures at this facility:
    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
    By Appointment Only signs are posted.
    No Trespassing signs are posted
    Hold Harmless signs are posted
    Authorized Personnel Only 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

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Equine Care/Emergency Preparedness: Serenity Oaks Equine Sanctuary (*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?
    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

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:
    Feed Through Products
    Fly Traps and Tapes
    Fly Spray Repellent
    Fly Masks
    Fly Sheets
    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
    The organization has a written biosecurity plan
    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

The following represent the manure removal practices in place at facility:
    Manure is stored in dumpster(s)
    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:
    Equines are assigned the same exclusive stall/shelter location each day
    Name plates are located on the stall/shelter location
    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:
    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
    Helmets are shared
    Helmets are replaced after a fall
    Helmets are replaced at least every five years.
    No equines are ridden; not applicable.

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Emergency Preparedness: Serenity Oaks Equine Sanctuary: *Main This section is required.
The following plans, policies, and procedures are in place at the facility to handle emergencies and address weather related issues, fire safety procedures, and/or any additional hazardous scenarios the facility could potentially experience:
    Emergency procedures are posted prominently
    Emergency phone numbers are posted prominently
    The facility owns or has access to a generator
    The facility maintains at least two weeks of hay, feed, shavings and medications
    The facility collects and maintains medical information from staff, volunteers, and clients
    The facility maintains appropriate liability and/or workers' compensation insurance
    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
    Protocols to notify emergency personnel
    Building/facility exit plans


The facility follows the specific procedures to help PREVENT emergency situations:
    Smoking is strictly prohibited
    NO SMOKING signs are posted prominently
    Hay is stored away from permanent or temporary structures where equines are stalled
    Permanent or temporary structures where equines are stalled are kept free of dust, cobwebs, trash, cleaning rags, and other flammable items
    Aisles and doorways are kept clear
    Heaters with automatic shutoff settings are used

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

Equine Transportation: 4= Onsite: 1 (1 + 0) + Offsite: 3
2-horse van/trailer with truck:
    1 Owned onsite  1 Access offsite;
3-horse van/trailer with truck:
    2 Access offsite;
4-horse van/trailer with truck:
    
6-horse van/trailer with truck:
    
8-horse van/trailer with truck:
    
10-horse van/trailer with truck:
    

GOVERNANCE, MANAGEMENT & FINANCIAL REPORTING

Financial Reporting
Budget:  $10K to $100K
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-EZ
View the IRS Form 990/Pro Forma 990

Governing Body:
Board meetings per year:  4
Number of Board Members:  7  Number of Voting Board Members:  7

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.
Nicole Paige, Founder and Executive Director.
     Jordan Paige, Co-founder and Board Member.
     
     The Executive Director is married to a Board Member. Neither the Executive Director or Co-Founder/Board Member are compensated by 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? 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.
Nicole and Jordan Paige own the facility where programs are conducted.

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:  None

Organization documents available on our website:
    None

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

Staff & Volunteers:
Chief Staff Officer (CSO):  Nicole Paige, Founder
Employees/Independent Contractors:   Full-Time:  0  Part-Time:  0  Volunteers:  14
Staff Recruitment, Screening and Training processes including employees and independent contractors:
    Not applicable; We do not have paid staff or utilize contractors to perform staff functions.

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 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

Additional explanation regarding governance, staffing and volunteer practices or further explanation of the answers above.
Current Board members are: Nicole Paige- Founder, Jordan Paige- Co-Founder,
     Marie Goers- Treasurer, Kristi Groth, Katherine Stock-Sims - Board Member,
     Bobbi Cartwright- Board Member, and Rachel Blue- Secretary.