Brook Hill Farm Business Plan
Brook Hill Retirement Center for Horses, Inc.
Brook Hill Farm Mission
Brook Hill Farm, a non-profit horse rescue and therapeutic riding organization, exists to provide rehabilitation
focused services and safe haven for unwanted horses, as well as offers a therapeutic riding program for personal
growth and equine education for the community.
Horse Rescue and Rehabilitation
Global Federation of Animal Sanctuaries
PATH International Therapeutic Riding Center
United Neigh – At-Risk Youth Development Program
United States Pony Club Center - 4-H Horse and Pony Club
College Interns - College Credit in partnership with Regional Colleges and Universities
Community Outreach – Educating the public about the plight of the Horse when it is no longer useful
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
1/2/2015 R-50
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Brook Hill Farm Business Plan
Brook Hill Farm: Values
1) Brook Hill Farm exists to carry out and inspire the love, care and responsible stewardship of horses and
people by staff, volunteers, and participants.
2) Brook Hill Farm’s organization, systems and practices will afford participants an experience that can
instill life-changing skills and values based upon personal responsibility, discipline and commitment
within a strong culture of mutual respect.
3) Brook Hill Farm does not discriminate on the basis of race, color, national origin, sex, religion, age,
disability, political beliefs, sexual orientation, marital, or family status.
Brook Hill Farm: Programs
1) Horse Rescue and Rehabilitation
Accredited by the Global Federation of Animal Sanctuaries, horses that are no
longer useful and/or injured that have been relinquished or seized are evaluated by
our staff of knowledgeable professionals. The horses are put into a rehabilitation
program carried out by college interns and volunteers. Once healed, the horse is
available for placement in a life-time free lease agreement with a carefully screened
applicant or used in our United Neigh program. 25 to 35 horses are kept on the
property at any one time; the total number of horses served in any year fluctuates
based on recovery time and placement.
2) Equine Facilitated Learning
“Aiding personal growth and development of life skills through horse interactions.”
As a member center of PATH International, Brook Hill offers professional Equine
Facilitated Learning to area youth and adults. This program offers many different
activities involving the horse as a partner, either under saddle or on the ground. The EFL
learning process is planned and guided, with the goal being to increase the participant’s
social competence and positive behavior.
Horses are congruent; they provide immediate meaningful feedback of non-verbal behavior. In an EFL setting,
the participants attempt to manage and direct their own behavior to evoke desirable responses from the horse.
The participants learn to recognize and give non-verbal communication cues to their horses through pressure,
release and posture. This process allows the participants and facilitators to reflect on their behavior and the
horse’s response through thoughts, feelings and communication skills and then apply these skills to a human
partner. The program is set up to improve self and social awareness, personal responsibility, goal directed
behavior, self-management, communication skills, and positive behavior. We have on staff an Educator and a
Licensed Registered Riding Instructor and an Equine Specialist in Mental Health and Learning overseeing these
programs.
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
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Brook Hill Farm Business Plan
4) United Neigh:
United Neigh is an innovative program created for at-risk youth ages 12-18, led by
adults and college interns, to teach its members basic horse care, horse rehabilitation,
riding skills and personal accountability with the goal of decreasing the high school
drop–out rate. The National Education Association’s Twelve Point Plan for
Reducing the School Dropout Rate pinpoints “community-based, real-world learning
experiences for students” and involvement in small after school groups as a key factor in increasing the rate of
high school graduation. The farm’s unique program utilizes equine facilitated learning to provide just such an
experience for at-risk youth in the City of Lynchburg and surrounding counties.
Brook Hill Farm United States Pony Club Center
In 2011 Brook Hill Farm joined the United States Pony Club Riding Center Program,
offering the opportunity to those who might otherwise not have access to Pony Club. The
mission of the USPC is to develop character, leadership, confidence, and a sense of
community in youth through a program that teaches the care of horses and ponies, riding, and
mounted sports. This mission is in keeping with the Brook Hill mission, and forms the basis
of our horse educational program. Membership is offered to youth in our programs.
Brook Hill Farm 4-H Horse and Pony Club
In 2008 United Neigh joined with the national 4-H program and formed the Brook Hill
Farm 4-H Horse and Pony Club. Through 4-H, young people are encouraged to participate in a
variety of activities that emphasize 4-H's "learning by doing" philosophy of youth
development. Leadership, citizenship, and life skills are the focus, and this program is offered
to youth in our programs.
6) College Interns
Educational opportunities in collaboration with regional schools including Virginia Tech
are provided for college students to participate in internships earning them credit in the
following fields: Animal Sciences, Animal Psychology, Biology, Education, Special
Education, Business, Communications, and Pre-Veterinary Studies. Brook Hill Farm
partners with Randolph College providing college courses in therapeutic riding
instruction.
7) Community Outreach
Brook Hill Farm partners with existing programs such as the Salvation Army,
Alliance for Children, Boy and Girl Scouts, Church groups, School Groups and
others to provide a hands-on one day educational program in basic horse care and
knowledge, that creates community awareness of the plight of the unwanted horse.
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
1/2/2015 R-50
Page 3
Brook Hill Farm Business Plan
Brook Hill Farm: Present
1) Brook Hill Farm’s current and historic financial and operational success is dependent upon donations
secured through local reputation, pledges, direct mail drives, foundations and grants, and the professional
leadership and management of the organization.
2) Since its inception in 2001, a total of 422 horses have received rehabilitation services.
3) Since its inception in 2001, a total of 103 youth have been served through the United Neigh Program. 100%
of the youth that have completed the program have finished high school and have gone on to further their
education. In 2014 a total of 29 youth participants, 18 were students with disabilities and 11 were
economically disadvantaged.
4) In 2014 alone the farm hosted 940 visitors and volunteers totaling more than 15,000 hours. The Community
Outreach Program served 5 groups, including Genworth, The Miller Home, Family Preservation Services,
and 2 Girl Scout Groups. Brook Hill Farm held a PATH International certification class for Equine
Specialist in Mental Health and Learning, with both students completing 2 certifications.
5) In 2014 the College Intern Program in partnership with Lynchburg College, Liberty University, Central
Virginia Community College and Virginia Tech provided 11 college students earning 3 college credits each
for a total of 33 credits earned, for internships in: Pre Veterinary studies, Psychology, Social Work, PATH
certification hours, farm management, and Math remediation. 14 students received community service
hours for Liberty University. A total of 56 interns have earned college credit through the program.
Brook Hill Farm: Recognition
1) Brook Hill Farm is accredited by the Global Federation of Animal Sanctuaries, a rigorous peer- reviewed
process of equine care and operational standards including governance, financial stability, ethical principles
and safety. Brook Hill Farm is only one of 17 in the nation obtaining full accredidation.
2) A Center Member of PATH International (Professional Association of Therapeutic Horsemanship) a global
authority, resource and advocate for equine-assisted activities and therapies and the equines in this work that
inspire and enrich the human spirit.
3) Recognized as a United States Pony Club Riding Center Program
4) Recognized as a 4-H Horse and Pony Club
5) Has taught Equine Science classes at the Central Virginia Community College
6) Is listed on the Experience Website for internships for College Credit
7) The facility is housed on property listed on the National and Virginia Registers of Historic Places
8) Funding received from Lynchburg Community Trust, Easley Foundation, McManus Foundation, Areva,
Wal-Mart Foundation, Leave a Legacy, Red Lion Foundation, Thoroughbred Charities, ASPCA, Blue Horse
Charities, 2nd Chance Fund, Niles Foundation, Brennan Equine Welfare Foundation, Horse Aid Live,
Southern States, Purina, Dover, and Country Vet Supply, Intervet, amongst others.
9) Featured in: Richmond Times on 12/9/2009, Forest Focus on 6/2010, Lynchburg News and Advance
1/31/2011, Richmond Times Dispatch 2/6/ 2011, Forest Focus 2/2011, Forest Life, 3/2011, Bedford Bullet
7/13/2011, Lynchburg Home Magazine Fall 2011, Central Virginia Home Fall 2011, Lynchburg News and
Advance 12/3/ 2011, 5/26/ 2012, 10/2/ 2012, Lynchburg Living Jan 2013, United States Pony Club
Magazine, 2013 Summer Issue, WYYD – August, WSET Fall 2013, News and Advance Sept 13, Forest
Life Oct 2013, Horse Talk Magazine v.21, Issue 6, Horse Talk January/February, Chronicle of the Horse
2014, Discover Forest 2014, PATH National Conference in San Diego, Lynchburg Business 2014, etc.
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
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Brook Hill Farm Business Plan
Brook Hill Farm: Economic Impact
Brook Hill’s programs annually add an estimated 4% to local horse ownership.
1) Increased horse ownership and associated spending: Since its inception, Brook Hill’s horses and
programs have generated over $11,275,980 of spending in this region based on the 2011 Virginia Horse
Industry Board statistics.
2) On-going support and growth of local equine industry associated jobs: Brook Hill Farm directly
impacts the number of horses and therefore jobs in the region. With an estimated cumulative spending of
$11,275,980 since its inception, it has directly sustained over 322 jobs throughout this period.
3) Workforce development through education and training: Brook Hill is unique as it not only creates
jobs in the region; it provides the training and education for those jobs through college internships!
4) Attracts more visitors to the area through its programs and services.
st
Horses on Property 1 of year
Total Accepted
Total Horses for the Year
Total Free Lease
Cumulative Free Lease
Referred
Deaths (-)
Total # of Horses (Through-put)
Economic Impact for Year
Yearly Job Impact
Cumulative Economic Impact
Cumulative Job Impact
Horses on Property 1st of year
Total Accepted
Total Horses for the Year
Total Free Lease
Cumulative Free Lease
Referred
Deaths (-)
Total # of Horses (Through-put)
Economic Impact for Year
Yearly Job Impact
Cumulative Economic Impact
Cumulative Job Impact
2001
2002
2003
2004
2005
2006
2007
27
0
27
6
6
7
-1
34
20
12
32
9
15
5
0
51
23
7
30
8
23
8
-1
67
21
11
32
5
28
6
-4
88
25
9
34
8
36
6
-2
109
25
14
39
11
47
5
-4
138
26
16
42
9
56
6
-5
170
207,060
6
341,050
10
267,960
7
609,010
17
341,040
10
950,050
27
437,630
13
1,387,680
40
544,040
15
1,931,720
55
669,900
19
2,601,620
74
2008
2009
2010
2011
2012
2013
2014
29
18
47
13
69
8
-6
205
807,940
23
3,109,560
89
33
26
59
26
95
12
-6
246
974,400
28
4,083,960
117
30
25
55
20
115
22
-9
287
1,128,680
32
5,212,640
149
33
24
57
24
139
28
-3
329
1,323,560
38
6,536,200
187
35
14
49
9
148
15
-6
362
1,445,360
41
7,981,560
228
38
11
49
12
160
12
-2
391
1,579,340
45
9,578,900
273
36
10
46
8
168
12
-4
422
1,697,080
49
11,275,980
322
133,980
4
133,990
4
$12,000,000.00
$10,000,000.00
Cumulative Economic Impact:
$8,000,000.00
$6,000,000.00
$4,000,000.00
$2,000,000.00
$2001
2002
2003
7289 Bellevue Road Forest, Va. 24551
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2006
2007
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Brook Hill Farm Business Plan
Brook Hill Farm: Historic Performance
Horses
450
Total Through -put
400
Referred
350
Accepted
300
Horses on Property
250
200
150
100
50
0
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
Brook Hill Farm: Historic Performance
Programs
1000
900
800
700
600
500
Adults
College Interns
Community Outreach
United Neigh
Volunteers and Guests
400
300
200
100
0
2001
2002
2003
2004
7289 Bellevue Road Forest, Va. 24551
2005
2006
2007
2008
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2010
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Brook Hill Farm Business Plan
Brook Hill Farm: SWOTs
Internal
External
Strengths:
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





Opportunities:
Clear Mission
Passionate, experienced leadership
Committed, enthusiastic volunteers
Strong alliance with knowledgeable
professionals
Reputation, track record, longevity
Defined proven programs
Financial Discipline
Partnership with County for Equine Rescue
Partnership with local colleges for Interns
Weaknesses:













Growing number of homeless horses
At-risk Youth Need
Equine Assisted Learning Need
Community organizations needing partner
programs to enhance their own programs
College Intern and college equine course need
Need for Rescue facility in Area
Need for Traditional TR Progam
Need for therapeutic riding instructor training
Threats:
Low pay for staff, specifically leadership
Need to develop major donors
Barb wire fencing
Lack of indoor arena to provide services in
inclement weather
Lack of Endowment Need for More staff





Economy
Existing barb wire fencing
Lack of indoor arena to provide services in
inclement weather
Lack of an endowment
Return of Brook Hill Horses limiting rescue
spaces for new horses in need
Brook Hill Farm Horses: 2014
36 Horses on Property
10 Horses Accepted
8 Horses Adopted
4 Horses Deceased
422 Horses
Served since
2001!
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
1/2/2015 R-50
Page 7
Brook Hill Farm Business Plan
Brook Hill Farm: Organization, Structure, and Responsibilities
Executive Committee
Operations Board
Executive Director
Assistant Director
Farm Manager
Instructors
Horses/ Working Student
Community Programs
Volunteers
United Neigh
College Interns
Veterinarians
Trainer
Farriers
Adults
Dentist
Youth
Chiropractor
4-H and United States Pony Club
Massage
Therapist
Brook Hill Farm: Executive Committee
Mission: Through personal and direct participation in major donor fundraising and organization oversight, assure Brook Hill Farm
the ongoing financial resources required to fulfill its mission of rescuing and rehabilitating horses while providing therapeutic riding
programs to youth and adults
Responsibility: Directly participate in the identification and solicitation of major donors as required to provide Brook Hill Farm with
the ongoing annual revenues of 110% of each year’s respective operating and capital budgets.
Member Profile: Board Chair, Executive Director, and other philanthropists and or highly respected leaders in the regional
community who want to have a direct and substantial impact in horse rehabilitation and to provide young people and adults a unique
opportunity for personal growth through hard work and education while learning the care, enjoyment, and love of horses.
Structure: Executive team and up to 4 Members. Committee shall be led by the Board Chair and Executive Director as Vice Chair.
Brook Hill Farm: Board of Directors
Mission: Through personal and direct participation as a volunteer of Director level staff, provide Brook Hill Farm the operational
leadership, expertise, time and effort required to fulfill its mission of rescuing and rehabilitating horses while providing therapeutic
riding programs to both youth and adults.
Responsibility: Provide personal expertise, time and effort in board meetings and assign duties that assure Brook Hill Farm’s ability
to provide an effective facility, process and environment for horse rescue and rehabilitation while providing people with a safe but
challenging opportunity for personal growth.
Member Profile: A Chairman of the Board elected by the board, Executive Director, Assistant Director and Secretary, and select
volunteers who individually and as a team are committed to provide Brook Hill Farm with the expertise, time and effort required to
fulfill its Mission.
Structure: Executive team and at least 9 outside directors. The Chairman and Secretary are elected by the Board. The Brook Hill
Farm Executive Director will act as Treasurer, with over-site from a licensed CPA.
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
1/2/2015 R-50
Page 8
Brook Hill Farm Business Plan
Brook Hill Farm: Executive Director
Mission: To provide operational leadership, expertise, and knowledge required to sustain its mission of providing
rehabilitation focused services and safe haven for unwanted horses, as well as offer a therapeutic riding program for
personal growth and equine education for the community.
Responsibilities:
1. Management and General
Hiring, Firing and oversight of staff and volunteers in charge of all internal operations of the agency such as
financial controls, accounting, adherence to legal requirements and reports, payroll, staff supervision, strategic
planning, technology development , and risk management.
2. Volunteer Management
Oversight of staff and volunteers, responsible for the implementation of all volunteer recruitment, recognition,
training, and dismissal procedures which will utilize the skills and expertise of volunteers in the most effective
manner possible for all aspects of the non-profit.
3. Program Management
Oversight of staff and volunteers responsible for the development and implementation of all programs
approved by the board
4. Community Involvement
Oversight of volunteer or staff responsible for all aspects of community involvement and community
collaboration
5. Marketing
Oversight of staff or volunteers responsible for the development and implementation of a year round marketing
plan, publicity campaigns and all aspects of building brand identity and positive public relations
6. Resource Development
Oversight of volunteers or staff involved in all aspects of resource development of fundraising: to include grants
and foundations, donor base, pledges, sponsorships, and the establishment of an endowment.
Profile: The Executive Director must have a love of horses and children. A bachelor’s degree with 5 years executive
level management, child development and special education background, and knowledge of financial management,
fundraising, and organizational skills. Must be a Registered Instructor with PATH International and hold a certification as
an Equine Specialist in Mental Health and Learning.
Brook Hill Farm: Assistant Director
Mission: Assists the Executive Director in sustaining Brook Hill Farms mission, philosophy, strategy, objectives and
annual goals required to sustain its mission of rehabilitation focused services and safe haven for unwanted horses, as well
as offer a therapeutic riding program for personal growth and equine education for the community.
Responsibilities:
1. Assist with Administrative duties to include:
Volunteer development
Programs
Community Involvement
Resource Development
2. Perform Secretarial Duties to include correspondence, etc.
3. Maintain all records, policies, and forms for both horses and people.
4. Maintain website and other technological forms of marketing
5. Farm management skills – ESMHL preferred
5. Is in charge in absence of the Executive Director
Profile: A love and knowledge of horses and children is a must. A Bachelor’s degree and 5 years’ experience to include
an emphasis on business, web design, recordkeeping, secretarial and organizational skills. A Center Administrator of
PATH International a must, and an advanced knowledge of horse management skills essential.
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
1/2/2015 R-50
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Brook Hill Farm Business Plan
Brook Hill Farm: Historic Performance Financials (Cash Only)*
2002
2003
2004
2005
2006
2007
2008
2009
Individuals
1,112.05
1,598.12
1,092.45
3,536.08
2,820.12
8,387.40
11,886.56
19,824.23
Pledges/PATH
8,171.04
9,945.81
12,055.13
14,133.56
20,357.12
28,098.78
24,650.21
29,098.73
Monthly Donors
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Scholarships
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Businesses
630.05
535.41
600.00
2,945.00
1,290.00
1,158.60
2,550.00
3,216.99
TOTAL DONATION INCOME
9,913.14
12,079.34
13,747.58
20,614.64
24,467.24
37,644.78
39,086.77
52,139.95
Program Fees
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Grants/Foundations
0.00
2,000.00
3,000.00
1,000.00
2,000.00
7,600.00
3800.00
3,500.00
TOTAL OTHER REVENUE
0.00
2,000.00
3,000.00
1,000.00
2,000.00
7,600.00
3,800.00
3,500.00
Total Income
9,913.14
14,079.34
16,747.58
21,614.64
26,467.24
45,244.78
42,886.77
55,639.95
Program Services
9,675.30
11,971.07
14,421.87
29,362.20
21,816.71
33,343.13
43,715.47
53,902.94
Executive Director
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Capital Campaign
0.00
2,000.00
0.00
0.00
0.00
0.00
0.00
0.00
Endowment
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total Expenses
9,675.30
13,971.07
14,421.87
29,362.20
21,816.71
33,343.13
43,715.47
53,902.94
Profit/Loss
+237.84
+108.27
+2,325.71
-7,747.56
+4,650.53
+11,901.65
-828.70
+1,737.01
DONATION INCOME
OTHER REVENUE
EXPENSES
Brook Hill Farm: Historic Performance Financials (Cash Only)
60,000
50,000
40,000
30,000
Revenue
Expenses
20,000
10,000
0
2002
2003
2004
7289 Bellevue Road Forest, Va. 24551
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Brook Hill Farm Business Plan
Brook Hill Farm: Historic Performance Financials (Cash Only)
Actual
2010
Actual
2011
21,753.74
23,425.04
0
Actual
2012
Actual
2013
Actual
2014
24,722.90
20,542.39
34,318.22
4,810.00
10,300.00
16,589.75
24,921.87
23,890.00
30,962.00
37,959.50
46,259.50
51,740.00
0
1,800.00
5,600.00
8,000.00
11,450.00
1,760.96
6,807.83
3,627.00
4,495.57
8,709.33
$47,404.70
$67,804.87
$82,209.40
$95,887.21
$131,139.42
0.00
0.00
4,228.00
4,531.51
2,995.97
15,000.00
10,350.00
18,350.00
20,850.00
20,955.05
0.00
9,985.95
27,988.22
46,000.00
15,000.00
TOTAL OTHER REVENUE
$15,000.00
$20,335.95
$50,566.22
$71,381.51
$38,951.02
Total Revenue
$62,404.70
$88,140.82
$132,775.62
$167,268.72
$170,090.44
60,448.85
83,546.08
96,952.24
114,162.84
132,644.36
0.00
2,000.00
2,500.00
4,500.00
3,282.12
1,000.00
1,000.00
1,000.00
1,282.67
DONATION INCOME
Individuals
Monthly Donors
Pledges/ Path Donations
Scholarships
Businesses
TOTAL DONATION INCOME
OTHER REVENUE
Fundraising Event
Grants/ Foundations
Capital Campaign
EXPENSES
Program Services
Administration
Fundraising
Capital Campaign
0.00
0.00
0.00
44,428.11
27,190.14
Endowment
0.00
0.00
0.00
0.00
00.00
TOTAL EXPENSES
$60,448.85
$86,546.08
$100,452.24
$164,090.95
$164,399.29
Actual Cash Profit/Loss
+1,955.85
+1,594.74
+32,323.38
+3,177.77
+5,691.15
Historic Finances 2010 through 2014
200,000
Revenue
Expenses
150,000
100,000
50,000
0
2010
2011
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Brook Hill Farm Business Plan
Brook Hill Farm: Projected Performance Financials (Cash Only)
Actual
2014
Projected
2015*
Projected
2016*
Projected
2017*
Projected
2018*
Projected
2019*
DONATION INCOME
Individuals
34,318.22
40,000.00
46,000.00
52,000.00
58,000.00
64,000.00
Monthly Donors
24,921.87
26,000.00
28,000.00
30,000.00
32,000.00
34,000.00
Pledges/PATH
51,740.00
56,000.00
62,000.00
67,000.00
72,000.00
76,000.00
Scholarships
11,450.00
12,000.00
14,000.00
16,000.00
18,000.00
20,000.00
Businesses
8,709.33
10,000.00
12,000.00
15,000.00
18,000.00
21,000.00
$131,139.42
$144,000.00
$162,000.00
180,000.00
$198,000.00
$215,000.00
Fundraising Event
2,995.97
5,000.00
8,000.00
12,000.00
15,000.00
18,000.00
Grants / Foundations
20,955.05
20,000.00
25,000.00
25,000.00
25,000.00
25,000.00
Capital Campaign
15,000.00
15,000.00
5,000.00
5,000.00
30,000.00
30,000.00
TOTAL OTHER REVENUE
38,951.02
40,000.00
38,000.00
42,000.00
70,000.00
73,000.00
$170,090.44
$184,000.00
200,000.00
$222,000.00
$268.000.00
288,000.00
131,029.41
150,000.00
178,000.00
195,000.00
209,000.00
226,000.00
Administration
3,282.12
5,000.00
7,000.00
8,000.00
9,000.00
10,000.00
Fundraising
2,897.62
3,000.00
5,000.00
7,000.00
10,000.00
12,000.00
Capital Campaign
27,190.14
23,000.00
5,000.00
5,000.00
30,000.00
30,000.00
00.00
3,000.00
5,000.00
7,000.00
10,000.00
10,000.00
TOTAL EXPENSES
164,399.29
$184,000.00
$200,000.00
$222,000.00
$268,000.00
$288,000.00
Actual Cash Profit/Loss
+5,691.15
0.00
0.00
0.00
0.00
0.00
TOTAL DONATION INCOME
OTHER REVENUE
Total Revenue
EXPENSES
Program Services
Endowment
Brook Hill Farm: 2014 Revenue Percentages
Total Revenue: $170,090.44
Individuals: 42%
Programs: 30%
Events: 2%
Businesses: 5%
Grants and Foundations: 21%
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
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Brook Hill Farm Business Plan
Brook Hill Farm: Euthanasia Policy
Euthanasia is only an option when there is no other humane option available.
Reasons for euthanasia to include: terminal illness or injury where there is no
possibility of recovery, behavioral problems that pose a perilous threat to other
animals or humans, disease transmission, and old age where the quality of life
is impaired by major loss of functions. This procedure is done under the
guidance and recommendation of a licensed Veterinarian.
Brook Hill Farm: Strategic Vision
Brook Hill’s ability to maintain and grow its rescue and educational programs and therefore continue its
positive impact on youth and reducing the number of unwanted horses has historically been restricted by its
physical facility. In 2014 Brook Hill Farm renovated its existing structure and added on to accommodate all of
its programs and horses. The new addition to the 6-year old structure provides 22 stalls, a feed room, wash stall
and a much needed larger tack room. An equine lab and isolation stall is completed, allowing the farm to be
able to better work with wounds and illnesses in a heated, sterile environment. A new larger, handicapped
accessible classroom has also been completed
In 2015 the farm will continue the renovation of the office space, and the completion of the handicapped
bathrooms. Fundraising will be done to complete the kitchen in the office space. A collaboration with
Randolph College is planned for the fall, with the addition of a college course to be held at the farm entitled
“Introduction to Equine Assisted Activities”. There is a great need in the community for traditional
therapeutic riding classes, and in 2015 a committee will be formed to create a pilot program. Another
committee will also be formed to address the addition of a Pony Club Horse Masters program as a revenue
stream and for community outreach.
In addition to the completion of the renovation of the facility, Brook Hill Farm has 4 long term goals. The
farm needs to replace all the remaining existing barb wire fencing for the safety of the horses. Competitive
salary money needs to be secured to be able to keep and maintain the staff, with the ultimate goal of having 4
full time employees. An indoor arena is needed to provide services to our clients, and to be able to continue our
rehabilitation work with the rescue horses during inclement weather. And most importantly, once the farm
secures its capital project funds, an endowment is planned to ensure the longevity of the work of Brook Hill
Farm.
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
1/2/2015 R-50
Page 13
Brook Hill Farm Business Plan
Brook Hill Farm: Strategic Action Plan
Operating Expenses
Individuals
Actual 2014
34,318.22
Projected 2015
Strategic Action Plan
Fundraising Committee
40,000.00
Pledges/Path
51,740.00
26,000.00
Monthly Donors
24,921.87
56,000.00
Scholarships
11,450.00
12,000.00
Businesses
8,709.33
10,000.00
Apply to Area Businesses for funding
Join with Centra Health
Events
2,995.97
5,000.00
Participate in an Event:
Horse and Hound
Sponsors for Horse and Hound Event
Kroger’s Fundraising Cards
Grants
35,955.05
20,000.00
0.00
15,000.00
Apply to Grants from last year
Look for After School Program Grants
Foundation support
Apply For foundations/grants
Donations
Capital Campaign
$170,090.44
Total Income
Increase Programs
Add Pilot TR Program
Monthly Donor Development
through Fundraising Committee
Increase Scholarships by 1
184,000.00
Brook Hill Farm: Implementation – 5 Year Plan
Year
2015
2016
2017
2018
2019
Jan
Feb
Mar
April
May
June
July
Aug
Sept
Oct
Increase funding for staff salaries/Endowment
Continue to Replace Fencing
Increase Riding Arena Space/new Arena
Complete Renovation of Office Space
Increase funding for staff salaries/Endowment
Continue to Replace Fencing
Begin planning for Indoor Arena
General Fundraising for Operational Costs/ Endowment
Add Full time Farm Manager
Continue to Replace Fencing
Begin Fundraising for Indoor Arena
General Fundraising for Operational Costs/ Endowment
Add Program Director/Instructor
Continue to Replace Fencing
Begin Construction of Indoor Arena
General Fundraising for Operational Costs/ Endowment
Continue to Replace Fencing
Complete Construction of Indoor Arena
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
No v
1/2/2015 R-50
Dec
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Brook Hill Farm Business Plan
Brook Hill Farm: Conclusion
Since its inception in 2001, Brook Hill Farm has provided rescue services and a safe haven to
over 422 horses while providing therapeutic riding and equine education for personal growth
for area youth and adults. Brook Hill Farm has evolved into a dynamic community resource
and a horse lovers dream, hosting 870 visitors and volunteers in 2014 alone. Brook Hill’s safe
haven allows horses to be healed physically and emotionally through their work in Equine
Assisted Activities, with staff, volunteers and college interns supplemented by the services of
area veterinarians working in a team environment. Integral to this process are unique programs
that provide area at-risk youth opportunities for personal growth through therapeutic riding programs and
volunteer work. Each program participant receives the opportunity for tutoring in school subjects, and the
ability to acquire equine knowledge and skill through hard work and personal accountability, thereby enhancing
their performance in school. The programs also help with the mental and physical healing for the participants
as defined by the Professional Association of Therapeutic Horseman. The completion of the Renovated Equine
Care and Educational Facility will facilitate the growth of the horse rescue program and therapeutic programs
that will generate the revenues required to sustain the growth of the organization and provide an endowment to
ensure its longevity.
Brook Hill Farm: Contact Information
Legal name and status of business:
Contacts:
Address of main office:
Main telephone:
E-mail
Website
Business incorporation/registration date:
Business incorporation/registration number:
Employer Identification Number
Accountant
Insurance
Legal Counsel
Financial Consultant
7289 Bellevue Road Forest, Va. 24551
Brook Hill Retirement Center for Horses, Inc.
Jo Anne Miller , Tracy Russler
7289 Bellevue Road, Forest VA 24551
540-586-7432
[email protected]
www.brookhillfarm.org
September 6, 2001
0564272-3
54-2058686
Stryker Management Company
Equine Commercial General Liability
Jennifer L. Cervantes, ESQ.
Marty Guidice
www.brookhillfarm.org
540-586-7432
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Brook Hill Farm Business Plan
Brook Hill Farm: Succession Plan
When the Executive gives notice or is in the process of leaving, the transition plan is as follows:
1. The Executive Board and Operations Board meet together, and a quick review of the circumstances around
which the Executive is departing is discussed, including departure date and then an appropriate goodbye is
planned.
2. Together, the boards will then address the important issues facing the organization.
3. The Executive Board appoints an interim Executive to manage transition issues.
4. The Executive Board appoints a committee to recruit and hire a candidate based on job descriptions, with the
intent of making needed infrastructure improvements to reposition the organization and its programs to
maximize the nonprofit’s ability to provide its services and fulfill its mission.
5. The Executive chosen and the Executive Board enter into a formal contract, which clearly spells out priorities,
roles, and procedures to be followed.
6. If the non-profit dissolves, all assets, once all expenses are met, will be transferred to another approved nonprofit with a similar mission, as determined by both the Executive Board and the Operations Board
Brook Hill Farm: Miller Exit Strategy
Plan #1: The property sold as a whole:
The Millers would receive the entire proceeds from the sale, paying off any loans and taxes that are due in connection
with the sale of the property. Any improvements made to the property by the non-profit would be paid in full to the nonprofit at the time of sale. This includes all expenses that were paid (materials, labor, etc.) to the non-profit and that cannot
be relocated. This includes structures, fences, etc. Any labor or materials donated would not be reimbursed. All
moveable items would transfer to the new location of the non-profit. If the property was sold for the continuation of use
for the non-profit, the Millers would receive the entire proceeds. Any improvements made to the property paid for by the
non-profit would then be paid in full by the Millers to the non-profit. This would include all expenses that were paid
(materials, labor, etc.) to the non-profit for items that cannot be relocated. This would include structures, fences, etc. Any
labor or materials donated would not be reimbursed. All removable items would remain with the non-profit.
Plan #2: The property is divided and sold in 2 parcels:
The Millers would receive entire proceeds for the parcel of land containing the main dwelling. The non-profit would
purchase the remaining land at the fair market value that houses the organization and its operations. Surveying would be
divided by the two parties.
Brook Hill Farm: Russler Exit Strategy
Upon sale of the property, the Russler Family would receive the entire proceeds, paying off any loans and taxes that are
due in connection with the sale of the property. Any improvements made to the property by the non-profit would be paid
in full to the non-profit. This includes all expenses that were paid (materials, labor, etc.) to the non-profit that cannot be
relocated. This would include structures, fences, etc. Any labor or materials donated would not be reimbursed. All
moveable items would transfer to the new location of the non-profit.
Brook Hill Farm: Exit Strategy if Non Profit Dissolves
In the case that the non-profit dissolves, all proceeds due the non-profit, including monetary, horses, and removable items
would be transferred to another non-profit organization approved by the Executive Board of Directors.
7289 Bellevue Road Forest, Va. 24551
www.brookhillfarm.org
540-586-7432
1/2/2015 R-50
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