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
Among its reported 2024 grants, the largest include Sf Public Charity ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SF PUBLIC CHARITY HOUSTON, TX | TO PROVIDE FUNDING TO ALLOW THE FOUNDATION TO CONTINUE TO SUPPORT THE EDUCATION AND MEDICAL COMMUNITIES SERVED BY SMART FINANCIAL CREDIT UNION. | $15,000 |
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 |
Frequently Asked Questions
How large is Smart Financial Credit Union?
As of 2024, Smart Financial Credit Union holds $783.4M in total assets with $47.9M in annual revenue. It awarded 1 grants totaling $15K in 2024.
Where does Smart Financial Credit Union operate?
Smart Financial Credit Union has awarded grants in Texas.
What size grants does Smart Financial Credit Union award?
In 2024, Smart Financial Credit Union awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.
What is Smart Financial Credit Union's EIN?
Smart Financial Credit Union's EIN (Employer Identification Number) is 74-0695355. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Smart Financial Credit Union's focus areas in our free grants database
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More Funders in Texas
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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