MISSION & PROGRAMS

Mission:
Our mission is to provide a safe and comfortable retirement alternative for aged and infirm horses to live out their lives, and to offer educational opportunities to the public on equine welfare and management.

Our organization provides programs involved with equine retirement
Our organization provides outreach and/or public education programs involving horses.
Our organization is directly responsible for the care and shelter of equines involved in our programs.
100% of our total programs and services are equine-related.

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


Summary of organization's recent accomplishments, goals, strategies to achieve the goals, and capabilities to meet the goals, including its long-term plans to sustain its programs:
Financially, 2024 saw a $30,000 gain in our net revenue less expenses.
     Although we did not reach our 2024 goal of putting $45,000 into a rainy-day fund, we have committed to setting aside a minimum monthly amount in an account specifically for that purpose and adding to it when possible.
     Founder succession planning was implemented and is ongoing. The first step being a review of the Executive Director/Founder’s job description happening in January 2025.
     The Board of Directors is undertaking a self-review taking into consideration board accountability, and a review of board successes and weaknesses.
     
     The Horse sponsorship program was successfully implemented in 2024 and is currently bringing in $2000 per month. We have committed to putting 10% per month of horse sponsor funds in our rainy-day fund.
     
     We were able to make increases in email and mail contact lists through Board of Director contributions, first time event attendees and new events.
     
     Celebration of our 20-year milestone added to our brand recognition and heightened our community awareness.
     
     We continue to practice fundraising diversity by utilizing events targeted to different demographics, appeal mailings, social media, horse sponsorship opportunities.
     
     Mitchell Farm had a successful fundraising year in 2024. Besides our regular events of the Music Festival, Fall Festival & Hayrides, Open Barn & Fun Day, we added several new events. These included the 20th Anniversary Celebration in June which featured a D.J. and country line dancing instruction. Two smaller experimental events included a “Dinner On The Farm” for 12 people and “Cocktails on the Farm” for 20 people. We are reviewing these events for return on investment. It has been our experience that any new fund-raising event needs time to be successful. The financial outcome of a first-time event is not necessarily an indication of its eventual success. This review includes the ultimate impact on human resources as well as financial return. 2025 will see building on these events and lessons learned.
     
     We have implemented a weekly volunteer newsletter to increase communication, continue education and emphasis safety. We are currently working on a volunteer survey to ensure satisfaction and retention.
     
     We will continue to work hard toward our goal of establishing a rain-day fund of $90,000 through Board development and additional fund-raising.



Please describe what steps your organization takes to ensure that:
1) the interactions between your equines and people are mutually beneficial and conducted in accordance with the Guidelines for Human-Equine Interactions stated below;
2) all equines in the care of our organization and/or equines that participate in the organization's program have access to clean drinking water at all times; nutritious food in sufficient quantity, including natural forage such as pasture grass and/or hay; appropriate veterinary, farrier, and dental care; shelter and protection from the weather; sufficient safe space to move around comfortably on a daily basis; and daily opportunity to freely interact and have contact with other equines:

All of these requirements are met in accordance with our accreditation by the Global Federation of Animal Sanctuaries.
     
     Our official vision statement is “A Dignified Life For All Equines”. Equines at Mitchell Farm are not partners in a therapy program. The care of retired equines is our only program. Their safety, comfort and dignity are the focus of our existence. Their interaction with humans is limited to the staff, volunteers and professionals who lovingly care for them. Occasional visitors are escorted, and any limited interactions are monitored by a staff member. During fund-raising events, our trained volunteers act as “horse ambassadors” and are stationed where possible interaction may occur.


Equine Transition Services:
Overview of our programs involved with rescue, rehabilitation, retraining, re-homing and/or retirement:
     Mitchell Farm Equine Retirement gives safe, comfortable and permanent sanctuary to the equines in our care. The only requirement is that they be pasture sound. They are free to remember or learn what it means to "just be a horse". They develop strong bonds with other horses and receive outstanding care and love from our staff and over thirty volunteers.
Overview of our programs involved with providing outreach and/or public education programs involving horses:
     Mitchell Farm’s impact goes well beyond giving these noble creatures a dignified end of life experience. The commitment to education and community involvement takes this non-profit to a whole new level.
     
     From the first-grade school trips to seniors in memory care at skilled nursing care facilities, Mitchell Farm provides a meaningful experience for all ages that visit the farm. The farm offers volunteer community service opportunities for local high schools, colleges, as well as the court system.
     
     An important community resource, Mitchell Farm provides training on equine handling for first responders to prepare them in the event of traffic accidents, barn fires, and other emergencies involving horses. Seminars for The Emergency Animal Rescue Service have also been held at the Farm.
     
     Truly the expert on older horse health and wellness, the farm is the go-to resource for others in the horse industry on aged equine care. They do not permit testing, but they do encourage observation and data collection for interested veterinarians.

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. 

---

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 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 purchase from an auction or kill pen, or by seizure or by abandonment
    The owner is financially responsible for the shipping of the equine to and from the organization
    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:   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
    Photographs are taken of each equine upon arrival at the facility and kept with the equine's health records
    Coggins test
    Blood work other than Coggins
    Fecal test
    Vaccinations
    De-worming

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
    Known vices, i.e., cribbing, biting, kicking, weaving, stall walking, etc
    Grooming
    Bathing

Our organization has the following policies and procedures in place pertaining to the ongoing assessment of horses in its care:
    Physical examination by a veterinarian at least annually
    The Henneke Body Condition score or other body conditioning score is updated at least annually
    Photographs are taken of each equine annually and kept with the equine's health records
    Equines at our facility may be treated by an equine 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:
    No equines are ridden; not applicable

The following variables are considered in determining the weight-carrying and workload limitations for each equine that is ridden:
    No equines are ridden; not applicable


Horses provided formal training (groundwork or riding):   Not applicable; our horses are all retired

Additional information about our intake, assessment & training policies and practices:
Health Certificate is only required if coming from out of state. All horses are quarantined for minimum 14 days upon arrival. Physical exam by veterinarian prior to release from quarantine.
     
     There is no need to assess our horses for any skills or behaviors prior to arrival as they are only required to relax and be happy. Most unwanted behaviors disappear after several months of retirement.
     
     Intake Policy/Upon arrival:
     -Each horse must have a current negative coggins and Rabies Certificate and West
      Nile Vaccination. EWT is encouraged. If none, it is given upon arrival or when seen by vet for release from quarantine.
     -Photos are taken for identification.
     -- Physical exam by trained staff or by Veterinarian if barn manager deems condition warrants.
     -- Henneke/BCS done by trained staff on arrival
     -Equine Profile form received by most recent caregiver.
     -Procure any available medical records.
     -Signed contract transferring ownership to MFER.
     -Official State Health Certificate signed by a Veterinarian if coming from out of state.
     -Quarantine for minimum 14 days.
     - Physical exam by Veterinarian prior to releasing from quarantine.

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.

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:
We follow euthanasia guidelines set forth by the AAEP.

POLICIES: RE-HOMING

Re-homing Agreement not applicable.
Our organization has the following re-homing (adoption/purchase) policies and procedures in place:
    The organization does not re-home equines under any circumstances; our organization retains custody of our equines and ensures care of the equines for their lifetimes.

Our organization 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:
    The organization does not re-home equines under any circumstances; our organization retains custody of our equines and ensures care of the equines for their lifetimes.
    Equines may remain at our organization for their lifetimes
    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

Additional information about our rehoming policies and practices:
NA

EQUINE CARE & SHELTER/FACILITY INFORMATION

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

---

Mitchell Farm Equine Retirement
300 East Haddam Rd Salem CT 06420
Currently operational
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 34
Total number of horses at this facility NOT INCLUDING those counted above: 35
Maximum capacity of horses at this facility: 35

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

Provide the contact information for the individual or organization responsible for investigating abuse in the county where the facility is located, including mailing address, email address, and phone information.
     Montville Animal Control 860-848-3529

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)? No

---

Mitchell Farm Equine Retirement

---

Veterinarian Information
Veterinarian: David A. Anderson, DVM
Clinic Name: Anderson Veterinary Services LLC
P.O. Box 631
Hebron   CT   06248
Phone: 860-639-6927

---

---

Overview: Mitchell Farm Equine Retirement (*Main)
Total acreage dedicated specifically to the horses: 50
Our organization has use of the following at this facility:
Structures/Barns: 4  Run-in sheds: 0
Pastures: 8  Paddocks/Pens/Turnout Areas: 4
Uncovered Outdoor Rings: 0  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?    Yes    
How many hours per day, on average, are horses stalled or restricted to these sheltered exclusive shelter locations? 4-8
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 9 to 15 hours per day

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

The following describes the turnout areas other than pastures at this facility:
    This facility has a written plan in place for the maintenance of turnout areas, which includes a schedule for cleaning, manure removal, and dragging
    A dedicated staff person(s) is responsible for the maintenance of turnout areas
    All turnout areas are fenced to prevent escape or injury
    Electric fencing is used; electric wires or tape fence are visibly marked
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly

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
    A security guard is present at night
    There is a practice in place to monitor equines overnight
    By Appointment Only signs are posted.
    Hold Harmless signs are posted
    Visitors are only permitted at specific times
    Visitors are only permitted in specific areas
    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

---

Equine Care/Emergency Preparedness: Mitchell Farm Equine Retirement (*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
    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 individual stalls
    Staff and volunteers are trained in proper feed measurements and protocols and observed periodically to ensure they are feeding correctly
    The feed chart is centrally located and updated as needed
    The area(s) where hay, feed, grain, and supplements are stored are kept clean, free of debris and chemicals, and protected from weather and other animals in rodent-proof and mold-proof containers and grain bins
    Feed, supplements and hay types are clearly labeled
    Water sources, i.e., buckets, troughs, automatic waterers, etc. are kept clean, free of 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:
    Fly/Insect Control Remedies:
    Fly parasites
    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
    Staff are trained in best practices related to biosecurity
    Volunteers are trained in best practices related to biosecurity
    A specific individual is trained and assigned to care for sick, affected and/or quarantined equines
    Sick, affected and/or quarantined equines are cared for last if the caretaker must also care for healthy equines
    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined equines
    Hand sanitizers are available at all primary points of access to sick, affected and/or quarantined equines
    Footbaths are available at all primary points of access to sick, affected and/or quarantined equines
    Manure and bedding from sick, affected and/or quarantined equines is removed from the facility - not put in open air piles, and not spread on pastures
    Quarantine areas, such as stalls, aisle ways, paddocks, and common areas, are cleaned (and needed, disinfected) after conclusion of the quarantine.
    Trailers/vans used by sick, affected and/or quarantined equines are cleaned and disinfected after each use and cleaning takes place away from where equines are sheltered
    Equipment used by sick, affected and/or quarantined equines is not shared
    Equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Latex gloves, or equivalent gloves, are worn when working with sick, affected and/or quarantined equines

The following represent the manure removal practices in place at facility:
    Manure piles are composted or spread on pastures
    Our organization adheres to the manure management guidelines set by 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
    Photos are located on the stall/shelter locaiton
    A notebook or binder with photos and information on each equine is easily accessible
    A map/diagram is posted showing the location of each equine with equine names and photos
    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:
    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
    No equines are ridden; not applicable.

---

Emergency Preparedness: Mitchell Farm Equine Retirement: *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
    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
    NO SMOKING signs are posted prominently
    Permanent or temporary structures where equines are stalled are kept free of dust, cobwebs, trash, cleaning rags, and other flammable items
    Aisles and doorways are kept clear

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: Quarterly
Review of safety protocols with staff are conducted: Quarterly
Review of safety protocols with volunteers are conducted: Quarterly
The Emergency Preparedness Plan is reviewed and updated: Annually

Equine Transportation: 4= Onsite: 0 (0 + 0) + Offsite: 4
2-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  4 Access offsite;
3-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
4-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
6-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
8-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;
10-horse van/trailer with truck:
    0 Owned onsite  0 Access onsite but not owned  0 Access offsite;

GOVERNANCE, MANAGEMENT & FINANCIAL REPORTING

Financial Reporting
Budget:  $100K to $500K
Equine Budget:   $100K to $150K
Month Fiscal Year Ends: 12
Type of Financial Reporting (Audit, Review, Compilation): Compilation
Type of IRS Filing (990, 990-EZ, 990-N): 990


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

Board Compensation:
Is the Board Chair compensated?  No  Is the Treasurer compensated?  No
Are there any other Voting Board Members that are compensated?  No

Board/Staff Relationships:
Are any members of the Board, Staff or Program Participants related to each other through family or business relationships? Yes
If yes, provide the name, title, responsibility and family/business relationship of each Board, Staff member and/or Program Participant.
Harriet Burrell, Sister to Executive Director
     Harry M. Horn is married to Executive Director

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:  Received IRS Tax exempt status letter in September of 2005.
     Up to date registration and fees with the Connecticut Secretary of State.
     Mitchell Farm is fully accredited by the Global Federation of Animal Sanctuaries.
     With the addition of a 5th OTTB Mitchell Farm will pursue re-accreditation with TAA in January 2025.
     
     Accreditation signifies that Mitchell Farm meets rigorous and peer-reviewed equine care standards and has also demonstrated adherence to standards addressing the sustainability of the organization, ethical principles, finances, staffing, educational outreach, security and safety aspects.

Organization documents available on our website:
    Most recent IRS Form 990
    Equine Intake Guidelines
    Volunteer Handbook
    Bylaws

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):  Dee Doolittle, Founder/Executive Director
Employees/Independent Contractors:   Full-Time:  2  Part-Time:  3  Volunteers:  56
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
    Staff and/or contractors provide parent/guardian information if applicable
    Staff and/or contractors carry current health insurance
    Staff and/or contractors have a written job description
    Staff and/or contractors are evaluated on an annual and as needed basis or with any change in their job description
    Staff and/or contractors are updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Staff and/or contractors receive training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Staff and/or contractors have a supervisor and is responsible for keeping their supervisor up to date on work related activities
    The organization provides a handbook to every member of the staff, including employees and/or independent contractors serving in staff positions;
    The handbook includes information, such as hours of work, vacation, sick leave, dress code, cell phone usage, and the protocol for dismissal
    The handbook is reviewed annually and updated
    One or more staff members or contractors are trained in CPR and human first aid
    One or more staff members or contractors are trained in equine first aid

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
    Volunteers provide parent/guardian information if applicable
    Volunteers carry current health insurance
    Volunteers have written job descriptions
    Volunteers are evaluated on an annual and as needed basis or with any change in their job description
    Volunteers are updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Volunteers receive training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Volunteers are assigned a supervisor (staff member and/or senior volunteer) and is responsible for keeping their supervisor up to date on work related activities
    The supervisor assesses the volunteer's abilities and assigns specific duties to the volunteer based on their skills
    The organization records and maintains written attendance information and hours on every volunteer
    The organization provides a Volunteer Handbook to every volunteer
    The Volunteer Handbook 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

Additional explanation regarding governance, staffing and volunteer practices or further explanation of the answers above.
Also available on our website:
      Updated list of Board of Directors
      Conflict of Interest policy