MISSION & PROGRAMS

Mission:
Shining Hope Farms is a nonprofit organization whose mission is to enable children and adults to reach their full potential through the use of equine assisted activities and therapies.

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 community outreach and/or public education programs involving horses.
Our organization is directly responsible for the care and shelter of equines involved in our programs.
Over 90% of our total programs and services are equine-related.
Our organization currently uses satellite, overflow, foster, and/or outreach facilities which adhere to all the policies, procedures and practices of our organization Facility information is provided for the organization's main, satellite and overflow facilities.
Number of facilities/locations where horses used in our programs are HOUSED AND CARED FOR or were HOUSED AND CARED FOR during 2022: 3

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:
The goals or “strategic arenas” of our strategic plan seek to position Shining Hope Farms as a leader in the hippotherapy treatment strategy (for our Physical, Occupational, and Speech Therapy Programs), mental health counseling services and financial accountability, displaying our values of being compassionate and competent in the services that we provide. Shining Hope Farms will strengthen its ability to translate values into effective action that benefits the individuals in our programs and communities that we serve. The strategic plan commits Shining Hope Farms to be a model therapy service provider that is financially stable and sustainable into the future.
     
     Our 2019-2023 Shining Hope Farms Strategic Plan provides a roadmap for the entity towards growth and enhanced excellence, charting a path to a future in which the non-profit fulfills its founding vision.
     
     Our strategies to achieve our goals are the following:
     
     Board of Directors: Develop strength by increasing the size and diversity of the Board and support from each member.
     In 2022 and the first half of 2023, we have worked towards this by actively expanding our board of directors in terms of size and diversity with new members joining regularly.
     
     Staffing: Contribute to a thriving, stable and supportive environment for the staff of Shining Hope Farms.
     In 2022 and the first half of 2023, we were able to give critical and hardworking staff members raises, turn some positions into full-time salaried positions, and have been able to provide paid time off to these staff members. We are also working on restructuring our organizational chart and structure so that staff members have greater access to supervisors for immediate needs.
     
     Infrastructure: Enhance the long-term sustainability of Shining Hope Farms and continue to build its capacity to perform at a high quality level.
     In 2022 and the first half of 2023, we have worked towards this by hiring an in-house bookkeeper, revamping our accounting system, conducting an audit, moving towards a local payroll company with online time-keeping, reexamining our service offerings and schedule to determine the best way to make use of our limited capacity, and by creating new supervisory positions.
     
     Community Partnerships: Improve strong strategic partnerships for the mutual benefit of program participants and the communities we serve.
     In 2022 and the first half of 2023, we have worked towards this by creating a new partnerships with several entities including most recently the North Carolina Department of Public Safety Division of Juvenile Justice and Delinquency Prevention.
     
     Financial Capacity: Sustain current operations, as well build the financial capacity of the organization to support the growth planned for in this document.
     In 2022 and the first half of 2023, we have worked towards this by once again revamping our accounting system and we are currently working on a cost analysis of our current schedule and service offerings to maximize our financial, space, and horse usage capacity. Our finance committee is working on this as well, including producing a "financial scorecard" for Shining Hope Farms.
     
     Program Offerings: Continue to evaluate program offerings at all locations, and improve upon, and/or expand, to serve our clients well, and grow our regional and national presence and influence.
     In 2022 and the first half of 2023, we have worked towards this by evaluating, improving upon, and expanding almost all of our programs.
     
     Operational Enhancements: Enhance, and gain more efficiency, in our day to day operations, leveraging technology, where possible.
     In 2022 and the first half of 2023, we have worked towards this by transitioning to Salesforce for the management of much of our programming operations. This has been a time consuming but rewarding task that we are still working through. To date we have been able to transition our horse management to Salesforce, our Therapeutic Riding clients and corresponding notes, grant management, scholarship management, and we are currently putting the final touches utilizing it for scheduling.
     
     We have historically successfully met our goals in our past strategic plans.
     
     Our long-term plan to sustain our programs is largely to continue to follow the current ratio of our funding sources, but to make efforts to increase our programming sessions and our fundraising efforts.
     
     One of our most recent accomplishments we would like to share is that we have renewed our Premier Accredited Center status with PATH Intl. Shining Hope Farms continues to be one of only two Premier Accredited Centers offering the hippotherapy tool (our specialty) in the state of North Carolina, and the only one in the Charlotte Metro Area covering Mecklenburg, Gaston, and Catawba Counties. Shining Hope Farms met 99% of all 98 standards at all locations—a rare occurrence- with three locations across the region.

Equine Assisted Services (EAS):
Our organization provides the following Equine Assisted Services (EAS):
    Therapeutic Mounted Services
    Therapeutic Unmounted Services
    Equine-Assisted Psychotherapy/Counseling (Mental Health)
    Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

10: Total number of Equine Assisted Service Providers at Shining Hope Farms Mecklenburg Location

15: Total number of Equine Assisted Service Providers at Shining Hope Farms Gaston Location

8: Total number of Equine Assisted Service Providers at Shining Hope Farms Conover Location

     1. Alicia Newell

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         Shining Hope Farms Gaston Location

         Shining Hope Farms Conover Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Psychotherapy/Counseling (Mental Health)

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Alicia is a LMFT-A contract counselor with us.
Provider License: LMFT #1541, LCMHS #8685, LMFT-S #144266

She is supervised by Linda V. Hanby, MA, LMFT, LCMHC-S who is an AAMFT Approved Supervisor with:
Hope Garden Counseling Center
4232 Shopton Rd.
Charlotte, NC 28217
704-488-4889
therapistlindahanby@gmail.com

     2. Ashley Seal

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Ashley is an Occupational Therapist and has completed the American Hippotherapy Association Treatment Principles Level 2 workshop.

     3. Betsy Hamburg

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         Shining Hope Farms Gaston Location

         Shining Hope Farms Conover Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH INTL. CTRI.

     4. Carmen Costa

         FACILITY PARTICIPATION:

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Carmen is a Registered Riding Instructor with PATH, Intl.

     5. Carolyn Lindsay

         FACILITY PARTICIPATION:

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Carolyn is a Physical Therapy Assistant and also a PATH, Intl. Registered Therapist. She has completed the American Hippotherapy Assocation Treatment Principles Level 2 workshop.

     6. Charlotte Yost

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Charlotte Yost is an OT/L, and has completed the American Hippotherapy Association Treatment Principles Part I course.

     7. Dawn Hancock

         FACILITY PARTICIPATION:

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Dawn is an Occupational Therapist that is an American Hippotherapy Association Clinical Specialist, one of only 133 in the world. She is working towards becoming a PATH, Intl. Riding Instructor.

     8. Debbie Cloy

         FACILITY PARTICIPATION:

         Shining Hope Farms Conover Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Debbie is our retired Program Director and is a PATH, Intl. registered certified riding Instructor. She worked with special needs children for four years in a classroom setting and also has an RN degree.

     9. Delane Clark

         FACILITY PARTICIPATION:

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Delane is a Dr. of Physical Therapy and has completed the Level 2 American Hippotherapy Assoication Treatment Principles workshop.

     10. Elisabeth Larson

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Elisabeth is a Registered PATH, Intl. Riding Instructor. She also holds a certification in vaulting from Germany. Elisabeth serves as our Program Director at our Charlotte, Mecklenburg farm location and facilitates a very successful working-student program there.

Elisabeth is working on her Master's degree in Counseling at the University of North Carolina Charlotte.

     11. Jessi Culbertson

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         Shining Hope Farms Gaston Location

         Shining Hope Farms Conover Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Jessi Culbertson is a United States Pony Club, (USPC) H-A graduate. She is also a PATH, Intl. Registered Riding Instructor. She is our in-house trainer and has started many of our program horses from the beginning of their training as the first person to ride them. We have been using several of the young horses that she trained for nearly two decades now as program or therapy horses. She is a consultant/clinician for performing ratings of candidates for the USPC. Her strengths are trouble-shooting problem areas in horses, both physically and mentally for riding or use in the programs which greatly helps with the equine's ability to perform its job well with confidence as well as being comfortable.

     12. Julie Wilkins

         FACILITY PARTICIPATION:

         Shining Hope Farms Conover Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         PATH INTL. CTRI.

     13. Kassi Rose

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Kassi Rose is a doctor of physical therapy and has completed the American Hippotherapy Association Treatment Principles Part 1 workshop.

     14. Kathy Warner

         FACILITY PARTICIPATION:

         Shining Hope Farms Conover Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         MA, CCC-SLP who has completed the AHA Hippotherapy Treatment Principles Part II course.

     15. Kelly Coney-Pacious

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Dr. Kelly Coney Pacious PT, DPT, HPCS
Therapist Supervisor
Shining Hope Farms

Kelly is one of only 133 in the world that is a Hippotherapy Clinical Specialist with the American Hippotherapy Association. She serves on their Board.

     16. Madison Hood

         FACILITY PARTICIPATION:

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Madison Hood-Bowker
PATH Intl. Registered Riding Instructor
CHA Level 3 with Jumping Instructor
ASA Certified Instructor, Judge, and Clinician

Madison has been teaching lessons for the past 8 years. She has completed 2 courses through www.coursera.org, "Equine Nutrition" and "The Horse Course: Introduction to Basic Care and Management",offered by the University of Edinburgh and the University of Florida, respectfully. She also had an internship with Judge My Ride. Madison's specialty is Dressage.

     17. Mary Lynne Knox

         FACILITY PARTICIPATION:

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Lynne is an Occupational Therapist that has completed the American Hippotherapy Association Treatment Principles Level 2 workshop. She has over 20 years of experience in her field and competes with her horse.

     18. Milinda Kirkpatrick

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         Shining Hope Farms Gaston Location

         Shining Hope Farms Conover Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Milinda is the Executive Director and Founder of Shining Hope Farms. She is a registered Riding Instructor with PATH Intl.

     19. Morgan Helms

         FACILITY PARTICIPATION:

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Employee

         SERVICES PROVIDED:

         Therapeutic Mounted Services

         Therapeutic Unmounted Services

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Morgan is a PATH INTL. CTRI.

     20. Sherri Beckman

         FACILITY PARTICIPATION:

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Sherri Beckman is an OT/L, and has completed the American Hippotherapy Assoication Treatment Principles Part I course.

     21. Stephanie Piatt

         FACILITY PARTICIPATION:

         Shining Hope Farms Mecklenburg Location

         Shining Hope Farms Gaston Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Occupational Therapy/Physical Therapy/Speech-Language Pathology

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Stephanie is an Occupational Therapist and has completed the American Hippotherapy Association Treatment Principles Level 2 workshop.

     22. Wendy Seykowski

         FACILITY PARTICIPATION:

         Shining Hope Farms Conover Location

         RELATIONSHIP: Independent Contractor

         SERVICES PROVIDED:

         Equine-Assisted Psychotherapy/Counseling (Mental Health)

         DEGREES, LICENSES AND/OR CERTIFICATIONS

         Wendy is a licensed clinical mental health counselor (LCMHC).

Overview of our programs involved with providing EAS to individuals with special needs:
     Since 2002 our ultimate goal has been to foster quality of life improvements for children and adults with disabilities and to serve these individuals without discrimination, including that of finances as 40% of our clients are below 200% of the poverty line. The majority of our clients pay no out of pocket costs for our services. We aim for 85% of these clients to make functional gains during their time in our programs.
     
     The horse's 3-dimensional gait mimics the human gait(or walking)pattern more so than anything else natural or man-made. Our clients (and their muscles) learn this normal pattern just by straddling the horse, which has led to many of our clients to learning to walk.
     
     Therapeutic Riding Program - A PATH Intl. certified instructor conducts these group lessons where individuals are taught horseback riding skills as well as participate in games and activities that aid in balance and coordination. The lessons are recreational in nature and the riders are assisted by a horse leader and side walkers which provide a safe and enjoyable social environment.
     
     Therapy Services Program - This program, conducted by licensed healthcare professionals, provides rehabilitative therapy (Occupational Therapy, Physical Therapy, or Speech Therapy). When appropriate, therapists can utilize equine movement as a treatment tool for their patients -- called Hippotherapy. Onsite clinics are also used for off-mounted activities to help achieve certain goals. An emphasis is placed on serving low-income families in the community and most of the participants are able to access our program free of charge.
     
     This program also offers mental health counseling services that utilize equine assisted psychotherapy (EAP). In 2019, Shining Hope Farms launched a mental health program at the Conover location. EAP is defined as an interactive process in which a licensed mental health professional works with, or as, an appropriately credentialed equine professional partner, using suitable equine(s) to address psychotherapy goals set forth by the mental health professional and the client in group and individual sessions.
     
     Saddles and Salutes is a program at Shining Hope Farms that serves Veterans as a part of their community support system for Veteran wellness. Veterans are able to select from any of our above service offerings including group PTS mental health counseling and individual counseling sessions.
     
     In a previously conducted study, patients in our Therapy Services Program were assessed to see their functional gains after receiving treatment. The outcome showed that 90% of clients had a significant increase in functional capacity from pre-evaluation to post-evaluation.
     
     Through our programs, our clients build strength, life skills, and independence resulting in them becoming more productive citizens in the community. This benefits their families, neighborhoods, and schools and contributes to a stronger, healthier community overall.
     
     Our clients find strength and wellness on the back of a horse.

Overview of our programs involved with providing community outreach and/or public education programs involving horses:
     Community Service Programs - Shining Hope Farms hosts many workdays both with local organizations and Charlotte based corporations such as Hands-On-Charlotte, a local chapter of the national Hands-On Network. Additionally, Shining Hope Farms hosts numerous Eagle Scout projects, helping Boy Scouts to obtain their Eagle Scout award, and Girl Scout projects to help Girl Scouts to achieve their Girl Scout Gold Award. Volunteers also participate in the horse-related programs throughout the year. We are collaborating with the Charlotte-Mecklenburg Public School system, particularly with the Emerald School of Excellence.

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:
 All three farms have small animals used for interaction as part of treatment strategies (including a bunny and cat(s) at each location) or lesson plans in our therapeutic programs.
     
     We also treat our patients in our OT, PT, and SLP Programs in our clinic during a portion of their weekly session, as well as one week a month during our "clinic week."

EQUINE ASSISTED SERVICES CENSUS

Shining Hope Farms Gaston Location

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Equine Assisted Services (EAS)

2022 EAS Operations - EAS Providers: 15	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Horses/Equines participating in EAS programs at this facility
Number of horses/equines aged 3-8	0	0	1	1
Number of horses/equines aged 9-14	0	0	0	0
Number of horses/equines aged 15-20	0	0	4	4
Number of horses/equines Over 20	0	0	7	7
Total number of horses/equines participating in EAS programs at this facility	0	0	12	12
	Mounted	Unmounted
Number of hours per day each horse works	3	1
Number of days per week each horse works	5	1
Clients participating in EAS programs at this facility	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Total number of individual clients (not lessons) served annually	0	0	133	133
Average number of clients (not lessons) participating in activities per week	0	0	92	92
	Mounted	Unmounted
Number of days per week programs are conducted at this facility	5	1
Number of weeks per year programs are conducted at this facility	50	50
	Mounted	Unmounted
Average wait list time for a client	3 Months	3 Months

Shining Hope Farms Conover Location

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Equine Assisted Services (EAS)

2022 EAS Operations - EAS Providers: 8	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Horses/Equines participating in EAS programs at this facility
Number of horses/equines aged 3-8	0	0	1	1
Number of horses/equines aged 9-14	0	0	3	3
Number of horses/equines aged 15-20	0	0	2	2
Number of horses/equines Over 20	0	0	3	3
Total number of horses/equines participating in EAS programs at this facility	0	0	9	9
	Mounted	Unmounted
Number of hours per day each horse works	1	3
Number of days per week each horse works	4	2
Clients participating in EAS programs at this facility	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Total number of individual clients (not lessons) served annually	0	0	96	96
Average number of clients (not lessons) participating in activities per week	0	0	44	44
	Mounted	Unmounted
Number of days per week programs are conducted at this facility	4	2
Number of weeks per year programs are conducted at this facility	50	50
	Mounted	Unmounted
Average wait list time for a client	3 Months	3 Months

Shining Hope Farms Mecklenburg Location

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Equine Assisted Services (EAS)

2022 EAS Operations - EAS Providers: 10	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Horses/Equines participating in EAS programs at this facility
Number of horses/equines aged 3-8	0	0	1	1
Number of horses/equines aged 9-14	0	0	0	0
Number of horses/equines aged 15-20	0	0	4	4
Number of horses/equines Over 20	0	0	6	6
Total number of horses/equines participating in EAS programs at this facility	0	0	11	11
	Mounted	Unmounted
Number of hours per day each horse works	3	1
Number of days per week each horse works	5	1
Clients participating in EAS programs at this facility	Mounted Only	Unmounted Only	Both Mounted & Unmounted	Total
Total number of individual clients (not lessons) served annually	0	0	133	133
Average number of clients (not lessons) participating in activities per week	0	0	92	92
	Mounted	Unmounted
Number of days per week programs are conducted at this facility	5	1
Number of weeks per year programs are conducted at this facility	50	50
	Mounted	Unmounted
Average wait list time for a client	3 Months	3 Months

EQUINE CENSUS SUMMARY

Total Facilities: 3


29 Total number of horses involved with your programs on January 1, 2022
PLUS: Horse Intake during 2022
1 Donated
2 Lease
3 Purchase from Owner
0 Auction
0 Kill Pen/Feedlot
0 Surrendered
0 Seized
0 Abandoned
1 Returned
0 Transfer
0 Born at facility
0 Adoption from Rescue
0 Owner Owned
7 Total intakes
LESS: Horse Departure during 2022
2 Horses adopted/sold:
2 Horses transferred/returned
0 Horses deceased
1 Horses euthanized
5 Total departures
31 Number of horses involved with your programs on December 31, 2022
31 Total number of active horses (not retired) including
horses undergoing rehabilitation and/or retraining.
0 Total number of horses permanently retired.

Summary: 29 on 1/1/2022+ 7 Intakes - Departures = 31 on 12/31/2022 Adoption Rate: 5.56%

POLICIES: ACQUISITION

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

Our organization does not acquire horses/equines from the following source(s):
    Auction  
    Kill pen/Feedlot  
    Surrender  
    Seizure  
    Abandonment  

Our organization will accept the following:
    Geldings
    Mares

Not Checked:
    Pregnant Mares
    Foals
    Stallions
    Only Stallions to be castrated

Additional information about our acquisition policies and practices:
We would consider any breed as long as it meets the criteria to be utilized for our programs.

POLICIES: INTAKE, ASSESSMENT & TRAININING

Prior to a horse being accepted and/or arriving at the facility, the organization requires the following with respect to the health status of the horse:
    A current Coggins
    Vaccination records that have been administered within the last 12 months
    If health records are not available or are out-of-date, the owner is responsible for having vaccinations administered.
    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 or a pre-purchase examination by a veterinarian is conducted attesting to the health status of the equine

Not Checked:

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
    Equines are on trial for up to 30 days
    Equines are on trial up to 60 days
    Equines are on trial for 60 or more days
    The trial period may be reduced based on the equine's progress
    During the trial period, the organization accepts total financial responsibility for the care of the equine, including board, feed, shoeing and any necessary veterinary care
    The trial period may be terminated by either the organization or the owner for any reason

Not Checked:
    The owner is financially responsible for the shipping of the equine to and from the organization
    Equines are not taken on trial
    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
    During the trial period, the owner/donor is financially responsible for the care of the equine, including board, feed, shoeing and any necessary veterinary care

Following arrival of the equine at the facility, the following is performed:
    Physical examination by trained barn staff
    Photographs are taken of each equine upon arrival at the facility and kept with the equine's health records
    A Henneke Body Conditioning Score or other body conditioning score is assigned
    Physical examination by a farrier
    Fecal test

Not Checked:
    Physical examination by a veterinarian upon arrival and/or prior to offsite quarantine departure
    Physical examination by a dentist
    Coggins test
    Blood work other than Coggins
    Vaccinations
    De-worming
    The equine is scanned to check for a microchip
    The equine is microchipped if the scan indicates that there is no microchip

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 not quarantined

Not Checked:
    The equine is confined to a designated and separate area for isolation and quarantine off-site for a prescribed period of time

The typical length of quarantine is:   Up to 10 days

Horses are assessed for following skills and behaviors:
    Retrieval from a pasture/paddock
    Leading with a halter and lead rope
    Temperament, disposition and attitude, such as rated from very calm to very high spirited
    Saddling
    Bridling
    Lunging
    Loading onto and unloading off a trailer
    Mounting and dismounting
    Riding at the walk
    Riding at the trot
    Riding at the canter
    Riding by a beginner and/or unbalanced rider
    Tolerance to unusual objects and loud noises
    Known vices, i.e., cribbing, biting, kicking, weaving, stall walking, etc
    Grooming
    Bathing
    Clipping
    Tolerance to multiple handlers at the same time

Not Checked:
    Jumping
    Driving (Pulling a carriage)

Our organization has the following policies and procedures in place pertaining to the ongoing assessment of horses in its care:
    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
    Physical examination by a veterinarian at least annually

Not Checked:
    The Henneke Body Condition score or other body conditioning score is updated at least annually
    Photographs are taken of each equine monthly and kept with the equine's health records
    Equines at our facility may be treated by an equine acupuncturist
    
    

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

Not Checked:
    Our organization does not evaluate the weight-carrying and workload limitations for each equine that is ridden
    No equines are ridden; not applicable

The following variables are considered in determining the weight-carrying and workload limitations for each equine that is ridden:
    Equine age, weight, breed, body condition, fitness, balance, health and soundness
    Equine conformation to include the top line, length of back, strength and width of loin, bone density (measured by the circumference of the cannon bone just below the knee)
    Size, shape, condition and angle of the hooves
    Participant weight, height, body proportions, balance, fitness and riding skills as well as behavioral issues and safety concerns
    Weight and proper fit of the saddle and other equipment
    Terrain and footing in the working environment
    Duration and frequency of working sessions, as the frequency with which an equine is subjected to maximum weight carrying and/or workload
    Nature and pace of work, repetitive or varied, radius of turns, degree of incline and regularity of footing when equine is subject to maximum weight-carrying capacity
    Temperature and/or weather conditions
    Seasonal impact on the equines' workload and weight-carrying capabilities and limitations

Not Checked:
    Our organization does not evaluate the weight-carrying and workload limitations for each equine that is ridden
    No equines are ridden; not applicable

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

Additional information about our intake, assessment & training policies and practices:
Intake policies vary with the facility, however new arrivals are quarantined at each of our facilities. A prepurchase exam is performed prior to the horse's arrival at the facility and we will obtain a health certificate signed by a veterinarian at least 7 days prior to arrival.

POLICIES: BREEDING

The organization has the following policies related to breeding and stallions:
    Our main facility where our organization conducts its programs does NOT breed equines.

Not Checked:
    One or more of the facilities where our organization conducts its programs, including foster facilities, breeds equines
    One or more of the facilities where our organization conducts its programs, including foster facilities, are permitted to house stallions

POLICIES: EUTHANASIA

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

Not Checked:
    Our organization will never have an equine euthanized under any circumstances

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

Not Checked:
    A certified euthanasia technician
    Senior staff with appropriate training
    Employee of animal control shelter or humane society with appropriate training
    Veterinary student under the supervision of a licensed veterinarian
    Not applicable. Our organization prohibits euthanasia under any circumstances

POLICIES: RE-HOMING

View Re-homing Agreement
Our organization has the following re-homing (adoption/purchase) policies and procedures in place:
    All potential adopters/purchasers complete a written contract which constitutes the agreement between our organization and the new owner
    Our organization does NOT re-home an equine to first time equine owners
    Our organization will only re-home an equine to a location where another equine resides
    Potential adopters/purchasers must visit our organization and be observed with the equine on site
    The distance of a potential adopter/purchaser's home from our facility is a consideration for when re-homing an equine
    Our organization conducts a site visit of the adopter/purchaser's facility before the transfer of the equine to the adopter/purchaser's facility
    Potential adopters/purchasers are encouraged to do a short-term, on-site foster with the equine

Not Checked:
    Adopters/purchasers are NOT required to provide updates

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 if there is any breach of contract the equine must be returned to our organization
    The agreement states that adopters/purchasers can return an equine to our organization free of charge

Not Checked:
    The agreement states that should the adopter decide to re-home the equine, our organization must be notified of the name, address, and telephone number of any individual or organization intending to take possession of the equine for any reason prior to the equine being placed into the possession of such individual or organization.
    The agreement states that the re-homed equine CANNOT be sold, adopted, transferred, auctioned, released, given away, or otherwise placed into the possession of another individual or organization under any circumstances and must be returned to our organization should the adopter decide that he/she is no longer able, or no longer wishes, to care for the equine.
    The agreement states that 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 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 for a fee
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for one year
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for two years
    The agreement states that adopters/purchasers are required to provide updates (photos, vet records) for three or more years
    None of the statements are included.
    The organization does not re-home equines under any circumstances; our organization retains custody of our equines and ensures care of the equines for their lifetimes.
    Our organization does not have the authority to transfer ownership and/or does not own any of the equines involved with our programs.

Our organization requires references from the following:
    Veterinarian

Not Checked:
    Farrier
    Personal/Other
    Not applicable or no references required.

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

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

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

Not Checked:
    Equines may be sent to auction
    If a suitable home cannot be located within 12 months, the equine may be euthanized
    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.

EQUINE CARE & SHELTER/FACILITY INFORMATION

Total facilities at which our organization cares for and shelters horses used in our programs: 3
Our organization currently uses satellite, overflow, foster, and/or outreach facilities which adhere to all the policies, procedures and practices of our organization Facility information is provided for the organization's main, satellite and overflow facilities.

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Shining Hope Farms Gaston Location
328 Whippoorwill Lane Mount Holly NC 28120
Contact: Milinda Kirkpatrick
Contact's Phone: 704-827-3788
Contact's Email: shininghopefarms@gmail.com
Currently operational

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

Provide the contact information for the individual or organization responsible for investigating abuse in the county where the facility is located, including mailing address, email address, and phone information.
     Gaston County Animal Control 220 Leisure Lane Dallas, NC 28034 Phone: 704-922-8677 press option #4

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:  15

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

     1. Alicia Newell
     2. Ashley Seal
     3. Betsy Hamburg
     4. Carmen Costa
     5. Carolyn Lindsay
     6. Dawn Hancock
     7. Delane Clark
     8. Jessi Culbertson
     9. Kassi Rose
     10. Madison Hood
     11. Mary Lynne Knox
     12. Milinda Kirkpatrick
     13. Morgan Helms
     14. Sherri Beckman
     15. Stephanie Piatt

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Shining Hope Farms Gaston Location

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Veterinarian Information
Veterinarian: Dr. Kristi Pierce-Shupe
Clinic Name: Rocky River Large Animal Veterinary Clinic
1920 South Ridge Avenue
Kannapolis   NC   28083
Phone: 704-933-1792

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Grounds: Shining Hope Farms Gaston Location (*Main)
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 10
Total number of horses at this facility INCLUDING those counted above: 10
Maximum capacity of horses at this facility: 11
Total acreage dedicated specifically to the horses: 11
Our organization has use of the following at this facility:
Structures/Barns: 1  Run-in sheds: 2
Pastures: 5  Paddocks/Pens: 2
Uncovered Outdoor Rings: 2  Covered Outdoor Rings: 0  Indoor Rings: 1

Regarding structures at this facility where horses are stalled:
Do horses have assigned stalls in the structure(s)?    Yes    
Do all stalls/enclosures allow horses to lie down, stand up and turn around?    Yes    
Is there adequate ceiling & beam height (a minimum of 12 feet above the tip of the horse's ear) when standing in all stalls/enclosures?    Yes    
How often are the stalls/enclosures cleaned? 6-7 Days a Week
Are floors constructed and maintained for both good drainage and traction?    Yes    
Is there a ventilation and circulation system in place to control temperature and prevent buildup of toxic gases?    Yes    
Is wiring inaccessible to horses and maintained for safety?    Yes    
Are fire prevention/protection measures (fire alarms, extinguishers and sprinkler systems) maintained and in good working order?     Yes    
Is there adequate lighting to ensure safety in all areas of facility?     Yes    
Are emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

How many hours per day, on average, are horses stalled? 4-8
How many hours per day, on average, are horses turned out:
    Equines are out 16+ hours per day
    Equines are out 24/7
    Equines are out 24/7 except they are brought in to feed
    Equines are out 24/7 except they are brought in if there is inclement weather
    Equines are out 24/7 except when they are being trained
    Equines are out 24/7 except when they are used for the conduct of the organization's programs

The following describes the pastures at this facility:
    This facility has a written plan in place for pasture management, which includes guidelines for seeding, fertilizing, irrigation, mowing, dragging, harrowing, manure removal, removal of debris, the control of poisonous plants, and a schedule for cleaning
    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)
    Pastures have man-made protection for equines (i.e., shelters)

Not Checked:
    This facility does not have pastures where equines can graze on pasture grass
    Barbed wire is used for fencing

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
    Turnout areas have man-made protection for equines (i.e., shelters)
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly

Not Checked:
    This facility does not have turnout areas
    Barbed wire is used for fencing

The following policies and procedures are in place at the facility to restrict public access and to keep horses safe:
    The property owner, staff member or caretaker lives on the premises and ensures that public access is restricted and is responsible for the security of the facility and equines
    No Trespassing signs are posted
    Hold Harmless signs are posted
    Authorized Personnel Only signs are posted
    Visitors are only permitted at specific times
    Visitors are only permitted in specific areas
    The perimeter of the property is fully fenced

Not Checked:
    A security guard is present at night
    Equines are checked overnight
    By Appointment Only signs are posted.
    Entrance gates are locked at night
    The property is fitted with motion lights
    The property is fitted with a security system monitored by police or a professional service
    The property is fitted with a security system that is monitored internally by staff (or the property owner)

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Equine Care: Shining Hope Farms Gaston Location (*Main) 2023 and 2022

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

The following items are consistent with our feed management plan and practices:
    Equines are provided with individualized feeding plans, including supplements, according to age and any health issues
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    Equines are fed 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 debris and chemicals, and protected from weather and other animals
    Medications are kept in a locked, climate-controlled area

Not Checked:
    Equines are fed in groups

Do horses have access to clean drinking water at all times?     Yes    

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

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

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


Parasite Control: Our organization has the following worming protocols in place: (Check all that apply
    The protocol for each equine is determined in consultation with a veterinarian
    Fecal testing is performed prior to the use of a de-wormer.

Fly/Insect Control: What remedies are used to control flies and insects?
    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 AAEP's Biosecurity Guidelines and/or the UC Davis Biosecurity Guidelines
    The organization has a written biosecurity plan
    Our organization follows the biosecurity guidelines of our veterinarian
    All staff are trained in best practices related to biosecurity
    A specific individual is assigned to care for sick, affected and/or quarantined equines
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined equines
    Hand sanitizers and 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 disposed of in specific areas designated for infectious materials - not put in open air piles, and not spread on pastures
    Stalls, aisle ways, and common areas are disinfected after conclusion of the quarantine
    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 and is clearly labeled
    Latex gloves are worn when working with sick, affected and/or quarantined equines
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined equines

Not Checked:
    All 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
    Shared equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Equines are not quarantined on arrival.

The following represent the manure removal practices in place at facility:
    Manure is piled in an area where equines are not located
    Manure is hauled, sold or given away
    Our organization adheres to the manure management guidelines set by state and/or local authorities

Not Checked:
    Manure is stored in dumpster(s)
    Manure piles are covered
    Manure piles are composted or spread on pastures

The following steps are taken to help staff and volunteers readily identify each horse on the property:
    Equines are assigned the same stall/location each day
    Name plates are located on the stall
    A notebook or binder with photos and information on each equine is easily accessible
    Equine photos and profiles are available on the website
    Staff/volunteers are provided training on conformation, markings, colors, and breeds
    Team leaders work with new staff/volunteers until they are able to identify the equines

Not Checked:
    Photos are located on the stall
    Equines wear halters with nametags
    A map/diagram is posted showing the location of each equine with equine names and photos
    Staff and volunteers are provided with an information packet with equine profiles, including photos and detailed descriptions

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
    Saddles are shared
    Saddle pads are shared
    Blankets, sheets and turn out apparel are fitted and utilized for each equine appropriate to the equine's needs and the weather conditions
    Blankets, sheets and turn out apparel are cleaned regularly as needed
    Tack is cleaned after each use
    Tack is 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
    Tack is stored in a climate-controlled location
    Helmets are shared
    Helmets are cleaned/disinfected after each use
    Helmets are replaced after a fall
    Helmets are replaced at least every five years.

Not Checked:
     All equines have specifically assigned tack, apparel and equipment that is not shared
    Bridles are shared
    Bits are shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
     Halters are shared
    Tack is cleaned weekly
    Tack is cleaned only when needed
    No equines are ridden; not applicable.

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Emergency Preparedness: Shining Hope Farms Gaston Location: *Main
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
    All staff/volunteers are briefed regularly on emergency preparedness/safety procedures
    The organization has a written emergency preparedness/safety plan (EPP)

Not Checked:

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

Not Checked:

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

Not Checked:

How often are the following checked or performed?
Fire Extinguishers are checked: Monthly
Smoke detectors are checked: Monthly
Electrical Systems are checked: Monthly
Fence lines are checked: Daily
Turnout Areas are checked: Daily
Sprinkler systems are checked: Monthly
Fire drills are conducted: Semi-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: Annually

Equine Transportation
2-horse van/trailer with truck:
    1 Owned onsite  0 Access onsite but not owned  0 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;

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Shining Hope Farms Conover Location
6347 St. Peters Church Road Conover NC 28613
Contact: Milinda Kirkpatrick
Contact's Phone: 7048273788
Contact's Email: shininghopefarms@gmail.com
Currently operational

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.
     Contact: Animal Services Phone: (828) 465-8228 FAX: (828) 465-8918 jyoung@catawbacountync.gov 201 Government Services Dr Newton, NC 28658 Animal Cruelty Reporting Hotline (828) 465-7945 Animal Control animalcontrol@catawbacountync.gov

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:  8

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

     1. Alicia Newell
     2. Betsy Hamburg
     3. Debbie Cloy
     4. Jessi Culbertson
     5. Julie Wilkins
     6. Kathy Warner
     7. Milinda Kirkpatrick
     8. Wendy Seykowski

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Shining Hope Farms Conover Location

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Veterinarian Information
Veterinarian: Dr. Winchester
Clinic Name: Maiden Large Animal Hospital, LLC
4700 Maiden Hwy
Maiden   NC   28650
Phone: 828-461-3662

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Grounds: Shining Hope Farms Conover Location (Satellite)
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 10
Total number of horses at this facility INCLUDING those counted above: 10
Maximum capacity of horses at this facility: 16
Total acreage dedicated specifically to the horses: 20
Our organization has use of the following at this facility:
Structures/Barns: 1  Run-in sheds: 3
Pastures: 6  Paddocks/Pens: 8
Uncovered Outdoor Rings: 1  Covered Outdoor Rings: 0  Indoor Rings: 1

Regarding structures at this facility where horses are stalled:
Do horses have assigned stalls in the structure(s)?    Yes    
Do all stalls/enclosures allow horses to lie down, stand up and turn around?    Yes    
Is there adequate ceiling & beam height (a minimum of 12 feet above the tip of the horse's ear) when standing in all stalls/enclosures?    Yes    
How often are the stalls/enclosures cleaned? 6-7 Days a Week
Are floors constructed and maintained for both good drainage and traction?    Yes    
Is there a ventilation and circulation system in place to control temperature and prevent buildup of toxic gases?    Yes    
Is wiring inaccessible to horses and maintained for safety?    Yes    
Are fire prevention/protection measures (fire alarms, extinguishers and sprinkler systems) maintained and in good working order?     Yes    
Is there adequate lighting to ensure safety in all areas of facility?     Yes    
Are emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

How many hours per day, on average, are horses stalled? 4-8
How many hours per day, on average, are horses turned out:
    Equines are out 9 to 15 hours per day
    Equines are out 24/7 except they are brought in to feed
    Equines are out 24/7 except they are brought in if there is inclement weather
    Equines are out 24/7 except when they are being trained
    Equines are out 24/7 except when they are used for the conduct of the organization's programs

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

Not Checked:
    This facility does not have pastures where equines can graze on pasture grass
    Barbed wire is used for fencing
    Pastures have natural protection for equines (i.e., trees)

The following describes the turnout areas other than pastures at this facility:
    This facility has a written plan in place for the maintenance of turnout areas, which includes a schedule for cleaning, manure removal, and dragging
    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
    Turnout areas have man-made protection for equines (i.e., shelters)
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly

Not Checked:
    This facility does not have turnout areas
    Barbed wire is used for fencing

The following policies and procedures are in place at the facility to restrict public access and to keep horses safe:
    The property owner, staff member or caretaker lives on the premises and ensures that public access is restricted and is responsible for the security of the facility and equines
    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

Not Checked:
    A security guard is present at night
    Equines are checked overnight
    By Appointment Only signs are posted.
    The property is fitted with a security system monitored by police or a professional service

---

Equine Care: Shining Hope Farms Conover Location (Satellite) 2023 and 2022

Horse Health Care/Barn Management Records: What system is used to collect and store health/horse care records?
    Onsite computer with onsite backup storage system
    Onsite computer with cloud-based backup storage system
    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 age and any health issues
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    Equines are fed 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 debris and chemicals, and protected from weather and other animals
    Medications are kept in a locked, climate-controlled area

Not Checked:
    Equines are fed in groups

Do horses have access to clean drinking water at all times?     Yes    

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

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

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


Parasite Control: Our organization has the following worming protocols in place: (Check all that apply
    The protocol for each equine is determined in consultation with a veterinarian
    Fecal testing is performed prior to the use of a de-wormer.

Fly/Insect Control: What remedies are used to control flies and insects?
    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 AAEP's Biosecurity Guidelines and/or the UC Davis Biosecurity Guidelines
    The organization has a written biosecurity plan
    Our organization follows the biosecurity guidelines of our veterinarian
    All staff are trained in best practices related to biosecurity
    All volunteers are trained in best practices related to biosecurity
    A specific individual is assigned to care for sick, affected and/or quarantined equines
    Sick, affected and/or quarantined equines are cared for last if the caretaker must also care for healthy equines
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined equines
    Hand sanitizers and 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 disposed of in specific areas designated for infectious materials - not put in open air piles, and not spread on pastures
    Stalls, aisle ways, and common areas are disinfected after conclusion of the quarantine
    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 and is clearly labeled
    Latex gloves are worn when working with sick, affected and/or quarantined equines
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined equines

Not Checked:
    Shared equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Equines are not quarantined on arrival.

The following represent the manure removal practices in place at facility:
    Manure is piled in an area where equines are not located
    Manure is hauled, sold or given away
    Our organization adheres to the manure management guidelines set by state and/or local authorities

Not Checked:
    Manure is stored in dumpster(s)
    Manure piles are covered
    Manure piles are composted or spread on pastures

The following steps are taken to help staff and volunteers readily identify each horse on the property:
    Equines are assigned the same stall/location each day
    Name plates are located on the stall
    Photos are located on the stall
    Equines wear halters with nametags
    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
    Team leaders work with new staff/volunteers until they are able to identify the equines

Not Checked:
    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

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
     All equines have specifically assigned tack, apparel and equipment that is not shared
    Saddle pads are shared
    Blankets, sheets and turn out apparel are fitted and utilized for each equine appropriate to the equine's needs and the weather conditions
    Blankets, sheets and turn out apparel are cleaned regularly as needed
    Tack is cleaned after each use
    Tack is 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
    Tack is stored in a climate-controlled location
    Helmets are shared
    Helmets are cleaned/disinfected after each use
    Helmets are replaced after a fall
    Helmets are replaced at least every five years.

Not Checked:
    Saddles are shared
    Bridles are shared
    Bits are shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
     Halters are shared
    Tack is cleaned weekly
    Tack is cleaned only when needed
    No equines are ridden; not applicable.

---

Emergency Preparedness: Shining Hope Farms Conover Location: Satellite
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
    All staff/volunteers are briefed regularly on emergency preparedness/safety procedures
    The organization has a written emergency preparedness/safety plan (EPP)

Not Checked:

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

Not Checked:

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

Not Checked:
    Heaters with automatic shutoff settings are used

How often are the following checked or performed?
Fire Extinguishers are checked: Monthly
Smoke detectors are checked: Monthly
Electrical Systems are checked: Monthly
Fence lines are checked: Daily
Turnout Areas are checked: Daily
Sprinkler systems are checked: Daily
Fire drills are conducted: Semi-annually
Review of safety protocols with staff are conducted: Annually
Review of safety protocols with volunteers are conducted: Monthly
The Emergency Preparedness Plan is reviewed and updated: Annually

Equine Transportation
2-horse van/trailer with truck:
    0 Owned onsite  1 Access onsite but not owned  0 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;

---

Shining Hope Farms Mecklenburg Location
3701 Kidd Lane Charlotte NC 28216
Contact: Milinda Kirkpatrick
Contact's Phone: 704-827-3788
Contact's Email: hope@shininghopefarms.org
Currently operational

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.
     Charlotte-Mecklenburg Animal Care & Control 311 8315 Byrum Drive Charlotte, NC 28217

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:  10

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

     1. Alicia Newell
     2. Ashley Seal
     3. Betsy Hamburg
     4. Charlotte Yost
     5. Elisabeth Larson
     6. Jessi Culbertson
     7. Kassi Rose
     8. Kelly Coney-Pacious
     9. Milinda Kirkpatrick
     10. Stephanie Piatt

---

Shining Hope Farms Mecklenburg Location

---

Veterinarian Information
Veterinarian: Dr. Kristi Pierce-Shupe
Clinic Name: Rocky River Large Animal Veterinary Clinic
1920 South Ridge Avenue
Kannapolis   NC   28083
Phone: 704-933-1792

---

Grounds: Shining Hope Farms Mecklenburg Location (Satellite)
Total number of horses/equines currently involved with your programs, under your care, and/or owned by your organization at this facility: 12
Total number of horses at this facility INCLUDING those counted above: 12
Maximum capacity of horses at this facility: 16
Total acreage dedicated specifically to the horses: 33
Our organization has use of the following at this facility:
Structures/Barns: 2  Run-in sheds: 5
Pastures: 7  Paddocks/Pens: 2
Uncovered Outdoor Rings: 2  Covered Outdoor Rings: 0  Indoor Rings: 1

Regarding structures at this facility where horses are stalled:
Do horses have assigned stalls in the structure(s)?    Yes    
Do all stalls/enclosures allow horses to lie down, stand up and turn around?    Yes    
Is there adequate ceiling & beam height (a minimum of 12 feet above the tip of the horse's ear) when standing in all stalls/enclosures?    Yes    
How often are the stalls/enclosures cleaned? 6-7 Days a Week
Are floors constructed and maintained for both good drainage and traction?    Yes    
Is there a ventilation and circulation system in place to control temperature and prevent buildup of toxic gases?    Yes    
Is wiring inaccessible to horses and maintained for safety?    Yes    
Are fire prevention/protection measures (fire alarms, extinguishers and sprinkler systems) maintained and in good working order?     Yes    
Is there adequate lighting to ensure safety in all areas of facility?     Yes    
Are emergency contacts, including veterinarian contact information, conspicuously posted in easily accessible locations?    Yes    
Are human and equine first aid kits easily accessible?     Yes    

How many hours per day, on average, are horses stalled? 4-8
How many hours per day, on average, are horses turned out:
    Equines are out 16+ hours per day
    Equines are out 24/7
    Equines are out 24/7 except they are brought in to feed
    Equines are out 24/7 except they are brought in if there is inclement weather
    Equines are out 24/7 except when they are being trained
    Equines are out 24/7 except when they are used for the conduct of the organization's programs

The following describes the pastures at this facility:
    This facility has a written plan in place for pasture management, which includes guidelines for seeding, fertilizing, irrigation, mowing, dragging, harrowing, manure removal, removal of debris, the control of poisonous plants, and a schedule for cleaning
    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)
    Pastures have man-made protection for equines (i.e., shelters)

Not Checked:
    This facility does not have pastures where equines can graze on pasture grass
    Barbed wire is used for fencing

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
    Turnout areas have man-made protection for equines (i.e., shelters)
    Fencing checks, such as broken or missing planks, loose fence posts, exposed or loose nails, detached wires, etc., are done regularly

Not Checked:
    This facility does not have turnout areas
    Barbed wire is used for fencing

The following policies and procedures are in place at the facility to restrict public access and to keep horses safe:
    The property owner, staff member or caretaker lives on the premises and ensures that public access is restricted and is responsible for the security of the facility and equines
    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

Not Checked:
    A security guard is present at night
    Equines are checked overnight
    The property is fitted with a security system monitored by police or a professional service

---

Equine Care: Shining Hope Farms Mecklenburg Location (Satellite) 2023 and 2022

Horse Health Care/Barn Management Records: What system is used to collect and store health/horse care records?
    Onsite computer with onsite backup storage system
    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 age and any health issues
    Feed plans are determined in consultation with a veterinarian
    Supplement plans are determined in consultation with a veterinarian
    Equines are fed 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 debris and chemicals, and protected from weather and other animals
    Medications are kept in a locked, climate-controlled area

Not Checked:
    Equines are fed in groups

Do horses have access to clean drinking water at all times?     Yes    

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

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

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


Parasite Control: Our organization has the following worming protocols in place: (Check all that apply
    The protocol for each equine is determined in consultation with a veterinarian
    Fecal testing is performed prior to the use of a de-wormer.

Fly/Insect Control: What remedies are used to control flies and insects?
    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 AAEP's Biosecurity Guidelines and/or the UC Davis Biosecurity Guidelines
    The organization has a written biosecurity plan
    Our organization follows the biosecurity guidelines of our veterinarian
    All staff are trained in best practices related to biosecurity
    All volunteers are trained in best practices related to biosecurity
    A specific individual is assigned to care for sick, affected and/or quarantined equines
    Sick, affected and/or quarantined equines are cared for last if the caretaker must also care for healthy equines
    Sick, affected and/or quarantined equines do not have contact with other equines or other animals
    Restricted access signs are posted at primary points of access to sick, affected and/or quarantined equines
    Hand sanitizers and 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 disposed of in specific areas designated for infectious materials - not put in open air piles, and not spread on pastures
    Stalls, aisle ways, and common areas are disinfected after conclusion of the quarantine
    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 and is clearly labeled
    Latex gloves are worn when working with sick, affected and/or quarantined equines
    Personnel are required to leave the facility (or shower and change clothing) after working with quarantined equines

Not Checked:
    Shared equipment used by sick, affected and/or quarantined equines is cleaned of organic debris and disinfected after each use
    Equines are not quarantined on arrival.

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 covered
    Manure is hauled, sold or given away
    Our organization adheres to the manure management guidelines set by state and/or local authorities

Not Checked:
    Manure is stored in dumpster(s)
    Manure piles are composted or spread on pastures

The following steps are taken to help staff and volunteers readily identify each horse on the property:
    Equines are assigned the same stall/location each day
    Name plates are located on the stall
    Equines wear halters with nametags
    A notebook or binder with photos and information on each equine is easily accessible
    Equine photos and profiles are available on the website
    Staff/volunteers are provided training on conformation, markings, colors, and breeds
    Team leaders work with new staff/volunteers until they are able to identify the equines

Not Checked:
    Photos are located on the stall
    A map/diagram is posted showing the location of each equine with equine names and photos
    Staff and volunteers are provided with an information packet with equine profiles, including photos and detailed descriptions

Our organization has the following policies and procedures in place pertaining to tack, apparel and equipment:
     All equines have specifically assigned tack, apparel and equipment that is not shared
    Saddle pads are shared
    Blankets, sheets and turn out apparel are fitted and utilized for each equine appropriate to the equine's needs and the weather conditions
    Blankets, sheets and turn out apparel are cleaned regularly as needed
    Tack is cleaned after each use
    Tack is 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.

Not Checked:
    Saddles are shared
    Bridles are shared
    Bits are shared
    Blankets are shared
    Sheets are shared
    Turnout apparel is shared
     Halters are shared
    Tack is cleaned weekly
    Tack is cleaned only when needed
    Tack is stored in a climate-controlled location
    No equines are ridden; not applicable.

---

Emergency Preparedness: Shining Hope Farms Mecklenburg Location: Satellite
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
    All staff/volunteers are briefed regularly on emergency preparedness/safety procedures
    The organization has a written emergency preparedness/safety plan (EPP)

Not Checked:

The written EPP addresses the following areas:
    Local fire department and/or the state's emergency planning department procedures
    Medical emergencies for clients, staff, and volunteers
    Medical emergencies for equines
    Evacuation plans
    Power outages
    Fire
    Natural Disasters - thunderstorm, hurricanes, earthquakes, tornados, etc
    Protocols to notify emergency personnel
    Building/facility exit plans

Not Checked:
    Terrorist attacks

The facility follows the specific procedures to help PREVENT emergency situations:
    Smoking is strictly prohibited
    NO SMOKING signs are posted prominently
    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

Not Checked:

How often are the following checked or performed?
Fire Extinguishers are checked: Monthly
Smoke detectors are checked: Monthly
Electrical Systems are checked: Monthly
Fence lines are checked: Daily
Turnout Areas are checked: Daily
Sprinkler systems are checked: Monthly
Fire drills are conducted: Semi-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: Annually

Equine Transportation
2-horse van/trailer with truck:
    1 Owned onsite  0 Access onsite but not owned  0 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:  $1M to $2M
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

Does the uploaded Pro Forma 990/990 represent ? No
View The IRS Form 990/Pro Forma 990
Staff & Volunteers:
Chief Staff Officer (CSO):  Milinda Kirkpatrick
Employees/Independent Contractors:   Full-Time:  5  Part-Time:  50  Volunteers:  604
Staff Recruitment, Screening and Training processes including employees and independent contractors:
    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

Not Checked:
    Prospective staff/independent contractors complete a written application/agreement
    Prospective staff/independent contractors are required to undergo a Background Check
    Staff and/or contractors are subject to Random Drug Screening

Volunteer Recruitment, Screening and Training processes:
    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.
    Every volunteer is required to complete a Liability Release/Hold Harmless Agreement
    Every volunteer is required to provide Emergency Medical Information
    Every volunteer is required to sign a Photo Release
    Every volunteer provides parent/guardian information if applicable
    Every volunteer carries current health insurance
    Every volunteer has a written job description
    Every volunteer is evaluated on an annual and as needed basis or with any change in their job description
    Every volunteer is updated on all the organization's policies and procedures on an annual and as needed basis or with any change in policy or procedure
    Every volunteer receives training that includes safety guidelines, confidentiality, equine handling, equine identification, and emergency procedures; additional training is job specific
    Every volunteer is assigned a supervisor (staff member and/or senior volunteer) and is responsible for keeping their supervisor up to date on work related activities
    The supervisor assesses the volunteer's abilities and assigns specific duties to the volunteer based on their skills
    The organization records and maintains written attendance information and hours on every volunteer
    The organization provides a Volunteer Handbook to every volunteer
    The Volunteer Handbook includes volunteer-related information, such as hours of work, dress code, cell phone usage, and the protocol for dismissal
    The Volunteer Handbook is reviewed annually and updated
    The organization holds regular orientation sessions for volunteers and prospective volunteers that includes an overview of the organization, its mission, activities, volunteer responsibilities and expectations, safety guidelines, and a tour of the facility

Not Checked:
    Prospective volunteers complete a written application/agreement
    Prospective volunteers are required to undergo a Background Check
    Every volunteer is subject to Random Drug Screening

Governing Body:
Board meetings per year:  6
Number of Board Members:  18  Number of Voting Board Members:  17

Board Compensation:
Is Board Chair compensated?  No  Is Treasurer compensated?  No
Are there any other Voting Board Members that are compensated?  No
Board/Staff Relationships:
Are any members of the Board, 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 executive director (who is a nonvoting board member) is the mother of one of the instructors/the equine specialist, at the Mecklenburg location who volunteers her time.

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

Conflict of Interest:
Does your organization have a written conflict of interest policy 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:  We are compliant with the Premier Accredited Center Professional Association of Therapeutic Horsemanship International standards. The standards encompass facility structure and maintenance, rider safety, proper adaptive and equine equipment, horse selection and maintenance, and basic safety guidelines for riders, volunteers, and staff. We are also members of the American Hippotherapy Association and adhere to the policies and procedures to provide the services that we offer.

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

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