Smart Financial Credit Union
PROMOTE FINANCIAL WELL-BEING WITHIN OUR COMMUNITIES BY PROVIDING FINANCIAL EDUCATION AND DEVELOPING DEEP, LIFELONG RELATIONSHIPS WITH OUR MEMBERS, TEAMMATES, AND COMMUNITY PARTNERS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$783.4M
-7.7% YoY
Annual Giving
$15K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15K
+0.0% YoY
About Smart Financial Credit Union
Based on IRS filings
Smart Financial Credit Union is a nonprofit organization, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $783.4M in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $3.6M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $783,377,617 | $848,281,672 | $858,528,681 |
| Revenue | $47,907,359 | $46,366,482 | $39,299,069 |
| Expenses | $45,848,422 | $43,302,703 | $34,267,295 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $3,598,649 | $6,873,249 | $3,737,317 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LEANN KACZYNSKI | CEO | 50 | $826,799 |
| ANGELA CHAN | EVP / CFO | 50 | $305,167 |
| MARCUS MANNING | CIO | 45 | $268,332 |
| JULIO ROMAN | CRO | 45 | $258,595 |
| BRIAN ZIEMBA | CCO | 45 | $252,412 |
| CORBIN WILSON | CXO | 45 | $221,531 |
| SEAN PRICE | CLO | 45 | $213,546 |
| CHRIS CONWAY | COO | 45 | $202,452 |
| ANGELA AGUIRRE | SVP MEMBER EXPERIENCE - DIGITAL | 45 | $180,804 |
| LUIS GARCIA | VP COMMERCIAL CREDIT | 45 | $180,715 |
| CAIRE HUMPHREY | SVP MEMBER EXPERIENCE - RETAIL | 45 | $170,841 |
| ANDREW HUANG | VP MARKETING | 45 | $168,351 |
| CHAD G GREER | CHAIRMAN | 6 | $8,250 |
| TAMMIE MOORE | VICE-CHAIR | 6 | $9,000 |
| TIMOTHY RAFFIELD | SECRETARY | 6 | $8,250 |
| DIANA CARRION | TREASURER | 6 | $9,000 |
| DR ROBERT BOSTIC | DIRECTOR | 6 | $6,750 |
| MIKE CHILDERS | DIRECTOR | 6 | $7,500 |
| LARRY FRAZIER | DIRECTOR | 6 | $9,000 |
| JEFFREY W HAMLIN | DIRECTOR | 6 | $8,250 |
| MICHAEL O'NEILL | DIRECTOR | 6 | $9,000 |
Related Funders
Similar funders by location and focus area
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Tr Uw Jane James Cook Item 19
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Forsyth Fbo Leonard Wood Memorial
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Harold D Miller Endowment Fund
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Amarillo Business Foundation
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Assets
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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