Civic Intelligence

Anytime Fitness Charitable Foundation

990 • Fiscal year 2021 • EIN 20-8720916

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

111 Weir DriveWoodbury, MN 55125

(800) 704-5004

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.13x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

1st percentile

-5865%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

3rd percentile

-39%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$690,118

Down $445,775 (-39%) from 2020

Net Assets

Down

$689,118

Down $445,775 (-39%) from 2020

Liabilities

Flat

$1,000

Flat from 2020

Revenue

Down

$7,600

Down $91,253 (-92%) from 2020

Expenses

Down

$453,375

Down $251,046 (-36%) from 2020

Net Income

Up

-$445,775

Up $159,793 (+26%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2014: $659,124Liabilities 2014: $0Net Assets 2014: $659,1242014Assets 2015: $723,887Liabilities 2015: $2,126Net Assets 2015: $721,7612015Assets 2016: $825,681Liabilities 2016: $0Net Assets 2016: $825,6812016Assets 2017: $1,054,358Liabilities 2017: $10,410Net Assets 2017: $1,043,9482017Assets 2018: $1,371,486Liabilities 2018: $0Net Assets 2018: $1,371,4862018Assets 2019: $1,745,461Liabilities 2019: $5,000Net Assets 2019: $1,740,4612019Assets 2020: $1,135,893Liabilities 2020: $1,000Net Assets 2020: $1,134,8932020Assets 2021: $690,118Liabilities 2021: $1,000Net Assets 2021: $689,1182021Assets 2022: $690,193Liabilities 2022: $0Net Assets 2022: $690,1932022Assets 2023: $658,885Liabilities 2023: $2,750Net Assets 2023: $656,1352023Assets 2024: $746,503Liabilities 2024: $0Net Assets 2024: $746,5032024

Highlighted filing

2021

Assets$690,118
Liabilities$1,000
Net Assets$689,118

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $628,129Expenses 2014: $7Net Income 2014: $628,1222014Revenue 2015: $315,450Expenses 2015: $252,813Net Income 2015: $62,6372015Revenue 2016: $383,465Expenses 2016: $279,545Net Income 2016: $103,9202016Revenue 2017: $374,327Expenses 2017: $156,060Net Income 2017: $218,2672017Revenue 2018: $343,447Expenses 2018: $15,909Net Income 2018: $327,5382018Revenue 2019: $392,053Expenses 2019: $23,078Net Income 2019: $368,9752019Revenue 2020: $98,853Expenses 2020: $704,421Net Income 2020: -$605,5682020Revenue 2021: $7,600Expenses 2021: $453,375Net Income 2021: -$445,7752021Revenue 2022: $1,100Expenses 2022: $25Net Income 2022: $1,0752022Revenue 2023: $72,355Expenses 2023: $106,413Net Income 2023: -$34,0582023Revenue 2024: $143,259Expenses 2024: $52,891Net Income 2024: $90,3682024

Highlighted filing

2021

Revenue$7,600
Expenses$453,375
Net Income-$445,775
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Gross Receipts
$7,600
Mission and Program Overview

Mission

Our mission is to advance, support, promote and administer charitable activities, causes and projects of every kind and nature whatsoever on the foundation's own behalf or in partnership with other 501(c)(3) organizations.

Our mission is to advance, support, promote and administer charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,135,893$690,118▼ $445,775
Rtn Earn Endowment Incm Other Fnds$1,134,893$689,118▼ $445,775
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,135,893$690,118▼ $445,775
Liabilities
Accounts Payable and Accrued Expenses$1,000$1,000→ $0
Total Liabilities$1,000$1,000→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,134,893$689,118▼ $445,775
Total Liabilities and Net Assets / Fund Balance$1,135,893$690,118▼ $445,775
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sydney MortensenPresident & Secretary
Nicolle MortensenPresident & Secretary (end 12.31.21)
Conik RunyonChief Executive Officer
Shannon RunyonChief Executive Officer (ended 12.31.21)
Delaney RunyonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,600
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$7,600
Change in Net Assets
$-445,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$450,000
Other Expenses$3,375
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$450,000--$450,000
Fees for Services Accounting-$3,350-$3,350
Other Expenses-$25-$25
Total Functional Expenses$450,000$3,375$0$453,375
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Movemeant FoundationBoise, ID501(c)3Heartfirst Charitable Foundation Partnered With the Movemeant Foundation to Provide Support and Resources to Improve the Overall Mental, Physical, and Emotional Health of Women and Young Girls Primarily in Underserved Communities, as Well as Their Educators and Parents. the Movemeant Foundation Is Committed to Making Fitness Accessible, Fun, and Empowering While Shifting the Conversation From Weight Loss and Typical Beauty Ideals to That of Body Positivity and Supporting One Another.$350,000
Co-motion Center for MovementSt Paul, MN501(c)3Heartfirst Charitable Foundation Partnered With Co-motion Center for Movement (co-motion) to Provide Outreach, Scholarships, Camps, and Mentorship Services to Low-income Individuals and Families in St. Paul and Surrounding Communities. Co-motion Is a First-of-its Kind Multicultural, Multi-ethnic, Arts, Athletics, and Wellness Community Whose Mission Is to Strengthen the Community by Inspiring Diverse Individuals, Across Generations, to Build Strength and Create Art Under One Roof.$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The bylaws outline parameters for such committees; however no committees have been created to date.

Form 990, Part VI, Section A, Line 2

There is a business relationship between the families of the directors.

Form 990, Part VI, Section B, Line 11B

An electronic copy of the form 990 is provided to each board member prior to filing.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Heartfirst Charitable Foundation
EIN
20-8720916
Phone
8007045004
Address
111 WEIR DRIVE, WOODBURY, MN 55125

Signing Officer

Name
Sydney Mortensen
Title
President
Phone
8007045004
Signed
2022-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sydney Mortensen
Formed
2007
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Redpath and Company Ltd
Address
4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN 55110
Preparer
Ashley Rehn CPA
Phone
6514267000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & SECRETARY (END 12.31.21)
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IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT & SECRETARY
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEARTFIRST CHARITABLE FOUNDATION PARTNERED WITH THE MOVEMEANT FOUNDATION TO PROVIDE SUPPORT AND RESOURCES TO IMPROVE THE OVERALL MENTAL, PHYSICAL, AND EMOTIONAL HEALTH OF WOMEN AND YOUNG GIRLS PRIMARILY IN UNDERSERVED COMMUNITIES, AS WELL AS THEIR EDUCATORS AND PARENTS. THE MOVEMEANT FOUNDATION IS COMMITTED TO MAKING FITNESS ACCESSIBLE, FUN, AND EMPOWERING WHILE SHIFTING THE CONVERSATION FROM WEIGHT LOSS AND TYPICAL BEAUTY IDEALS TO THAT OF BODY POSITIVITY AND SUPPORTING ONE ANOTHER.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HEARTFIRST CHARITABLE FOUNDATION PARTNERED WITH CO-MOTION CENTER FOR MOVEMENT (CO-MOTION) TO PROVIDE OUTREACH, SCHOLARSHIPS, CAMPS, AND MENTORSHIP SERVICES TO LOW-INCOME INDIVIDUALS AND FAMILIES IN ST. PAUL AND SURROUNDING COMMUNITIES. CO-MOTION IS A FIRST-OF-ITS KIND MULTICULTURAL, MULTI-ETHNIC, ARTS, ATHLETICS, AND WELLNESS COMMUNITY WHOSE MISSION IS TO STRENGTHEN THE COMMUNITY BY INSPIRING DIVERSE INDIVIDUALS, ACROSS GENERATIONS, TO BUILD STRENGTH AND CREATE ART UNDER ONE ROOF.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MOVEMEANT FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CO-MOTION CENTER FOR MOVEMENT
IRS990ScheduleI/RecipientTable/RecipientEIN0454407747
IRS990ScheduleI/RecipientTable/RecipientEIN1822307082
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01202 NORTH 16TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1655 FAIRVIEW AVE N
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1ST PAUL
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH GRANT IS APPROVED BY THE BOARD AND DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BYLAWS OUTLINE PARAMETERS FOR SUCH COMMITTEES; HOWEVER NO COMMITTEES HAVE BEEN CREATED TO DATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS A BUSINESS RELATIONSHIP BETWEEN THE FAMILIES OF THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0264380131
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOLDING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ANYTIME HOLDINGS INC & SUBSIDIARIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0111 WEIR DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WOODBURY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd055125
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01135893
IRS990/TotalAssetsEOYAmt0690118
IRS990/TotalAssetsGrp/BOYAmt01135893
IRS990/TotalAssetsGrp/EOYAmt0690118
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07600
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03375
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0450000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0453375
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01000
IRS990/TotalLiabilitiesEOYAmt01000
IRS990/TotalLiabilitiesGrp/BOYAmt01000
IRS990/TotalLiabilitiesGrp/EOYAmt01000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01134893
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0689118
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0450000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07600
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01135893
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0690118
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 WEIR DRIVE
IRS990/USAddress/CityNm0WOODBURY
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055125
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SYDNEY MORTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08007045004
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTFIRST CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0208720916
ReturnHeader/Filer/PhoneNum08007045004
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 WEIR DRIVE
ReturnHeader/Filer/USAddress/CityNm0WOODBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410975573
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDPATH AND COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04810 WHITE BEAR PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE BEAR LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055110
ReturnHeader/PreparerPersonGrp/PhoneNum06514267000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY REHN CPA
ReturnHeader/ReturnTs02022-11-10T10:32:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SYDNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORTENSEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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