Civic Intelligence

Vesta Fund

990T • Fiscal year 2020 • EIN 26-1275074

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization Profile
PO Box 645Gwynedd Valley, PA 19437-0645

(215) 419-6000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $170,905Liabilities 2012: $0Net Assets 2012: $170,9052012Assets 2013: $117,518Liabilities 2013: $0Net Assets 2013: $117,5182013Assets 2014: $60,219Liabilities 2014: $0Net Assets 2014: $60,2192014Assets 2020: $10,560,865Liabilities 2020: $0Net Assets 2020: $10,560,8652020Assets 2021: $10,644,211Liabilities 2021: $0Net Assets 2021: $10,644,2112021Assets 2022: $10,110,048Liabilities 2022: $0Net Assets 2022: $10,110,0482022Assets 2023: $9,693,548Liabilities 2023: $0Net Assets 2023: $9,693,5482023Assets 2024: $10,212,939Liabilities 2024: $0Net Assets 2024: $10,212,9392024

Latest loaded filing

2024

Assets$10,212,939
Liabilities$0
Net Assets$10,212,939
Open 2024 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $13,2792012Revenue 2013: $6,116Expenses 2013: $59,503Net Income 2013: -$53,3872013Revenue 2014: $6,073Expenses 2014: $63,872Net Income 2014: -$57,7992014Revenue 2020: $1,532,266Expenses 2020: $794,443Net Income 2020: $737,8232020Revenue 2021: $848,038Expenses 2021: $804,110Net Income 2021: $43,9282021Revenue 2022: $256,057Expenses 2022: $773,486Net Income 2022: -$517,4292022Revenue 2023: $405,740Expenses 2023: $819,253Net Income 2023: -$413,5132023Revenue 2024: $986,422Expenses 2024: $454,725Net Income 2024: $531,6972024

Latest loaded filing

2024

Revenue$986,422
Expenses$454,725
Net Income$531,697
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Vesta Fund
EIN
26-1275074
Phone
2154196000
Address
PO BOX 645, GWYNEDD VALLEY, PA 19437-0645

Signing Officer

Name
Geoffrey W Jackson
Title
President
Phone
2154196000
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1700 MARKET ST 25TH FLOOR, PHILADELPHIA, PA 19103-3984
Preparer
David Dotson
Phone
2152462300
Raw XML Appendix88 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BalanceDueAmt011
IRS990T/BooksInCareOfDetail/PersonNm0THE VESTA FUND
IRS990T/BooksInCareOfDetail/PhoneNum02154196000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 645
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GWYNEDD VALLEY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0194370645
IRS990T/BookValueAssetsEOYAmt010560865
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt0614
IRS990T/ExtsnRequestIncomeTaxPaidAmt050
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt02227
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02227
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02227
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0ORDINARY INCOME FROM THE LLR EQUITY K-1
IRS990TScheduleA/UBIBeforeNOLDedAmt02227
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02227
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt061
IRS990T/TaxLessCreditsAmt061
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt050
IRS990T/TotalTaxAmt061
IRS990T/TotalTaxComputationAmt061
IRS990T/TotalUBTIAmt0613
IRS990T/TotalUBTIBeforeNOLSpecificAmt01613
IRS990T/TotalUBTIBeforeSection199AAmt01613
IRS990T/TotalUBTIComputedAmt02227
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFFREY W JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02154196000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VESTA FUND
ReturnHeader/Filer/BusinessNameControlTxt0VEST
ReturnHeader/Filer/EIN0261275074
ReturnHeader/Filer/PhoneNum02154196000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 645
ReturnHeader/Filer/USAddress/CityNm0GWYNEDD VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0194370645
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 MARKET ST 25TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191033984
ReturnHeader/PreparerPersonGrp/PhoneNum02152462300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID DOTSON
ReturnHeader/ReturnTs02021-11-11T04:03:37-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEOFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.99$0.45$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.69$0.00$9.69$0.41$0.82$0.41
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.26$0.77$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$0.85$0.80$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$1.53$0.79$0.74
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.06$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01$0.06$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01