Nonprofit · EIN 23-7155544
PARK SIDE FINANCIAL CREDIT UNION
Tax-exempt · WHITEFISH, MT 59937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $22,410,003 | $21,537,214 | $872,789 | $378,545,910 | $346,643,606 | $31,902,304 |
| December 31, 2024 | 990 | $21,188,914 | $21,174,063 | $14,851 | $377,195,754 | $347,629,309 | $29,566,445 |
| December 31, 2023 | 990 | $19,753,566 | $19,298,291 | $455,275 | $397,774,451 | $368,508,499 | $29,265,952 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $19,226,148
- Investment income
- $3,135,929
- Net rental income
- $47,926
- Net gain from sales of assets
- $1,009,778
- Other revenue
- $47,926
Expenses
- Grants and similar amounts paid
- $55,955
- Benefits paid to members
- $5,572,208
- Compensation of officers, directors and key employees
- $880,966
- Other salaries and wages
- $5,085,855
- Salaries, compensation and benefits (total)
- $7,373,082
- Professional fundraising fees
- $0
- Legal fees
- $6,314
- Accounting fees
- $134,925
- Occupancy
- $605,946
- Depreciation
- $607,035
Balance sheet and other
- Total assets, start of year
- $377,195,754
- Total assets, end of year
- $378,545,910
- Total liabilities, end of year
- $346,643,606
- Net assets, end of year
- $31,902,304
- Land, buildings and equipment
- $15,594,213
- Publicly traded securities
- $51,098,012
- Gross unrelated business income
- $120,063
- Gross receipts
- $31,951,221
- Employees
- 106
- Volunteers
- 10
- Year formed
- 1965
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEREMY PRESTA | CEO Officer | 40 | $333,933 | $38,728 |
| TROY BRACKEY | CFO Officer | 40 | $256,906 | $28,853 |
| MAUREEN BRYAN | SENIOR VP OF HR Officer | 40 | $202,211 | $20,335 |
| CAROL BENIGER | VP OF LENDING Highest-paid employee | 40 | $151,146 | $29,338 |
| JOSH KROLL | VP OF MARKETING Highest-paid employee | 40 | $140,846 | $28,292 |
| ALISA MCCONKEY | VP OF OPERATIONS Highest-paid employee | 40 | $139,201 | $28,283 |
| LAURA SCOVILLE | VP OF BACK OFFICE OPERATIONS Highest-paid employee | 40 | $138,430 | $24,360 |
| TERESA SHORT | VP OF IT Highest-paid employee | 40 | $142,945 | $19,795 |
| CARL THOMAS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT ROBERTS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVE SUTHERLAND | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DOUG GILBERTSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON JAROSCH | DIRECTOR (THRU 5/25) Trustee or director | 1 | $0 | $0 |
| DIANA LAMERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCHELL LUCAS | DIRECTOR (THRU 12/25) Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICH PEDERSON | DIRECTOR Trustee or director | 1 | $0 |
| DARIA PEREZ | DIRECTOR Trustee or director | 1 | $0 |
| TERRY THORPE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEREMY PRESTA | CEO Officer | 40 | $284,153 | $34,337 |
| TROY BRACKEY | CFO Officer | 40 | $284,220 | $24,465 |
| MAUREEN BRYAN | SENIOR VP OF HR Officer | 40 | $226,209 | $19,311 |
| CAROL BENIGER | VP OF LENDING Highest-paid employee | 40 | $137,597 | $26,210 |
| JOSH KROLL | VP OF MARKETING Highest-paid employee | 40 | $130,407 | $25,853 |
| LAURA SCOVILLE | VP OF BACK OFFICE OPERATIONS Highest-paid employee | 40 | $132,273 | $22,557 |
| ALISA MCCONKEY | VP OF OPERATIONS Highest-paid employee | 40 | $125,966 | $27,707 |
| TERESA SHORT | VP OF IT Highest-paid employee | 40 | $130,653 | $15,077 |
| CARL THOMAS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICK FLINK | VICE CHAIR (THRU 8/24) Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT ROBERTS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVE SUTHERLAND | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TERRY THORPE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON JAROSCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANA LAMERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICH PEDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARIA PEREZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCH LUCAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEREMY PRESTA | CEO Officer | 40 | $308,783 | $39,943 |
| TROY BRACKEY | CFO Officer | 40 | $296,638 | $28,702 |
| MAUREEN BRYAN | SENIOR VP OF HR Officer | 40 | $236,872 | $22,339 |
| CAROL BENIGER | VP OF LENDING Highest-paid employee | 40 | $141,005 | $34,062 |
| JOSH KROLL | VP OF MARKETING Highest-paid employee | 40 | $132,404 | $32,145 |
| LAURA SCOVILLE | VP OF BACK OFFICE OPS. Highest-paid employee | 40 | $132,066 | $31,443 |
| ALISA MCCONKEY | VP OF OPERATIONS Highest-paid employee | 40 | $128,485 | $33,442 |
| TERESA SHORT | VP OF IT Highest-paid employee | 40 | $133,728 | $19,050 |
| CARL THOMAS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICK FLINK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT ROBERTS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TERRY THORPE | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DICK GREEN | DIRECTOR (THRU 3/23) Trustee or director | 1 | $0 | $0 |
| RON JAROSCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANA LAMERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICH PEDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARIA PEREZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVE SUTHERLAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 BAKER AVE, WHITEFISH, MT 59937-2988
- Principal officer (990 for 2025)
- JEREMY PRESTA, 1300 BAKER AVE, WHITEFISH, MT 59937
- Signed the 990
- JEREMY PRESTA, CEO
- Phone
- (406) 862-2652
- Website
- PARKSIDEFCU.COM
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
WE WILL BE THE BEST PLACE FOR THE PEOPLE OF WESTERN MONTANA TO GET A LOAN.
Program accomplishments
- PARK SIDE FINANCIAL CREDIT UNION IS A MEMBER-OWNED CO-OPERATIVE OFFERING A DIVERSE VARIETY OF FINANCIAL SERVICES TO ITS MEMBERS. ITS PRIMARY FINANCIAL SERVICES ARE PROVIDING REAL ESTATE LOANS, CONSUMER LOANS, CHECKING ACCOUNTS, SAVINGS ACCOUNTS, AND TIME DEPOSITS TO ITS MEMBERS.AT DECEMBER 31, 2025 PARK SIDE FINANCIAL CREDIT UNION HAS 911 REAL ESTATE LOANS WITH A VALUE OF $148,409,130AT DECEMBER 31, 2025 PARK SIDE FINANCIAL CREDIT UNION HAS 10,798 CONSUMER LOANS WITH A VALUE OF $119,063,643AT DECEMBER 31, 2025 PARK SIDE FINANCIAL CREDIT UNION HAS 18,328 CHECKING ACCOUNTS WITH A VALUE OF $72,991,670 AT DECEMBER 31, 2025 PARK SIDE FINANCIAL CREDIT UNION HAS 34,558 SAVINGS ACCOUNTS WITH A VALUE OF $144,083,034 AT DECEMBER 31, 2025 PARK SIDE FINANCIAL CREDIT UNION HAS 3,017 TIME DEPOSIT ACCOUNTS WITH A VALUE OF $124,171,866
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7155544
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $378,545,910
- Income (IRS master file)
- $31,951,221
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $22,410,003 | $21,537,214 | $378,545,910 | XML |
| 990 | December 2024 | $21,188,914 | $21,174,063 | $377,195,754 | XML |
| 990 | December 2023 | $19,753,566 | $19,298,291 | $397,774,451 | XML |
| 990 | December 2022 | $17,656,460 | $15,745,303 | $423,363,479 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7155544).
Questions about PARK SIDE FINANCIAL CREDIT UNION
- What is the EIN of PARK SIDE FINANCIAL CREDIT UNION?
- The employer identification number (EIN) of PARK SIDE FINANCIAL CREDIT UNION is 23-7155544.
- Is PARK SIDE FINANCIAL CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1972.
- Are donations to PARK SIDE FINANCIAL CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PARK SIDE FINANCIAL CREDIT UNION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PARK SIDE FINANCIAL CREDIT UNION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PARK SIDE FINANCIAL CREDIT UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PARK SIDE FINANCIAL CREDIT UNION?
- The 990 for the year ended December 31, 2025 names JEREMY PRESTA.
- Who are the officers and directors of PARK SIDE FINANCIAL CREDIT UNION?
- The 990 for the year ended December 31, 2025 lists 18 people; 8 received compensation from the organization, the highest $333,933 (JEREMY PRESTA, CEO).
- How much revenue does PARK SIDE FINANCIAL CREDIT UNION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $22,410,003, expenses of $21,537,214 and total assets of $378,545,910 at year end.
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