2017-07-21T15:01:07-05:00 2016-12-31 390758449 Wipfli LLP PO Box 1699 Helena MT 59624 990 2016-01-01 237155544 Park Side Financial Credit Union PARK 4068622652 1300 Baker Ave Whitefish MT 59937 Jeremy Presta Chief Executive Officer 4068622652 2017-06-29 1 Meghan Bronec CPA P00399092 4064425520 2017-06-29 65.117.89.221 2017-06-29 16:01:05 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CEA2F434D52B9418D381043BA06B922783B90E80 2016 2021-01-29 14:40:06Z Jeremy Presta 1300 Baker Ave Whitefish MT 59937 17303526 0 X https://www.parksidefcu.com X 1965 MT Park Side is a not for profit financial cooperative that provides financial services to its members. 9 9 100 13 0 0 0 0 11078613 11842965 -24711 289185 0 36425 11053902 12168575 0 53674 710661 0 4764214 5080063 0 0 0 5048908 6358032 10523783 11491769 530119 676806 203574137 215530528 181047246 192611094 22526891 22919434 We will be the best place for the people of western Montana to get a loan. 0 0 Park Side Financial Credit Union is a member-owned co-operative offering a diverse variety of financial services to its members. It's primary financial services are providing real estate loans, consumer loans, checking accounts, savings accounts, and time deposits to its members. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4359 0 100 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Scott Roberts 4068622652 1300 Baker Ave Whitefish MT 59937 Bruce Blotkamp Director 1.00 X 0 0 0 Dick Green Director 1.00 X 0 0 0 Ron Jarosch Director 1.00 X 0 0 0 Natasha Ostrem Director 1.00 X 0 0 0 Daria Perez Director 1.00 X 0 0 0 Dave Sutherland Director 1.00 X 0 0 0 Carl Thomas Chair 1.00 X X 0 0 0 Rick Flink Vice Chair 1.00 X X 0 0 0 Terry Thorpe Secretary/Treasurer 1.00 X X 0 0 0 Jeremy Presta Chief Executive Officer 40.00 X 394562 0 31867 Scott Roberts Chief Finance Officer 40.00 X 140835 0 26090 Brad Buls Chief Credit Officer (Thru ****) 40.00 X 119655 0 23059 Robert Lefkowicz Chief Operations OFficer 40.00 X 126050 0 24949 Everett Patterson Chief Information OFficer 40.00 X 118892 0 16217 Maureen Bryan Senior VP of Human Resourc 40.00 X 114444 0 21981 1014438 0 144163 6 0 1 0 Member Driven Technologies 30230 Orchard Lake Rd Farmington HIlls MI 48334 Data Processing 686208 First Data Corp 5565 Glenridge Connector NE Atlanta GA 30342 Credit/Debit Card Services 521387 FIS Corp 601 Riverside Avenue Jacksonville FL 32204 Credit/Debit Card Services 165354 Century Link 100 CentryLink Drive Monroe LA 71203 Telephone and Information Technologies 159081 4 INterest on Loans 522100 8088997 8088997 Fees and Charges 522100 3753968 3753968 11842965 281427 281427 36425 0 36425 36425 36425 5130763 11946 5099013 35938 31750 -23992 7758 7758 12168575 11842965 0 325610 53674 1158601 3549897 54386 30368 286811 19215 74145 866168 448756 581972 8050 370857 95963 425 335759 111513 Provision For Loan Loss 838756 Dividends on Member Sha 716510 ATM Expense 701120 Loan Servicing Expense 491713 697110 11491769 8328141 2320965 13134000 3722136 0 552991 412787 0 195868 0 158459182 168152982 0 975011 12495118 2608092 9426458 9887026 0 17729726 9008552 7663691 0 370702 4609149 4155298 203574137 215530528 1176301 1012522 0 1000092 179870945 190598480 181047246 192611094 X 4396346 4396346 0 0 18130545 18523088 22526891 22919434 203574137 215530528 676806 -284263 0 X 0 1 X 1 0 2994132 2994132 7357043 1560960 5796083 568803 35559 533244 1571215 1011573 559642 3925 3925 9887026 Member's shares and certificates of deposit 190598480 190598480 12168575 0 12168575 0 12168575 11491769 0 11491769 0 11491769 1 0 0 Part I, Line 2: The organization makes donations throughout the year and monitors the recipients annually. There were no organizations that received more than $5,000 from Park Side Financial Credit Union in 2016. X X 0 0 0 Jeremy Presta Chief Executive Officer 222436 0 14708 0 157418 0 12289 0 19578 0 426429 0 0 0 Scott Roberts Chief Finance Officer 129161 0 9007 0 2667 0 9373 0 16717 0 166925 0 0 0 Robert Lefkowicz Chief Operations OFficer 116994 0 8610 0 446 0 9732 0 15217 0 150999 0 0 0 Form 990, Part VI, Section A, line 6 THE ORGANIZATION CONSISTS OF MEMBERS. TO BE A MEMBER, ONE MUST HAVE A SHARE/SAVINGS ACCOUNT. Form 990, Part VI, Section A, line 7a Members are entitled to vote in the annual election of the Board of Directors and on other matters. Form 990, Part VI, Section B, line 11b The board of directors will review and approve the 990 prior to submission to the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The organization is required to disclose and monitor conflicts of interest. The organization's conflict of interest policy applies to all employees, board and/or committee members, and family members thereof. Conflicts of interest are reported to the entire board, and the board will review all conflicts. The organization does not allow for transactions that create conflicts of interest. All transactions with outside firms, friends or family members that are disclosed and deemed not to present a conflict of interest must be conducted at arm's length and in the best interest of the Credit Union. Form 990, Part VI, Section B, line 15a The board establishes and approves CEO Compensation. Other officers and C-level officers have compensation determined by external CUNA salary surveys. Form 990, Part VI, Section C, line 19 The organization does not make its governing documents, conflict of interest policy and financial statements available to the public.