Mission
PROMOTE FINANCIAL WELL-BEING WITHIN OUR COMMUNITIES BY PROVIDING FINANCIAL EDUCATION AND DEVELOPING DEEP, LIFELONG RELATIONSHIPS WITH OUR MEMBERS, TEAMMATES, AND COMMUNITY PARTNERS.
Public Charity
SMART FINANCIAL CREDIT UNION
SMART FINANCIAL CREDIT UNION is a private foundation categorized as Public Charity based in HOUSTON, TX. Its most recent IRS filing (2024) reports revenue of $47.9M, expenses of $45.8M, total assets of $783.4M. Imperigo tracks 7 reported grants from this foundation totaling approximately $193K.
EIN: 740695355
HOUSTON, TX
Latest filing: 2024
Total Revenue$47.9M
Total Expenses$45.8M
Total Assets$783.4M
Grants Given7
Grant Total$193K
Filing Years2019–2024
Sample Grants Given
TO PROVIDE FUNDING TO ALLOW THE FOUNDATION TO CONTINUE TO SUPPORT THE EDUCATION AND MEDICAL COMMUNITIES SERVED BY SMART FINANCIAL CREDIT UNION.
$15,000
TO PROVIDE FUNDING TO ALLOW THE FOUNDATION TO CONTINUE TO SUPPORT THE EDUCATION AND MEDICAL COMMUNITIES SERVED BY SMART FINANCIAL CREDIT UNION.
$15,000
TO PROVIDE FUNDING TO ALLOW THE FOUNDATION TO CONTINUE TO SUPPORT THE EDUCATION AND MEDICAL COMMUNITIES SERVED BY SMART FINANCIAL CREDIT UNION.
$15,000
TO PROVIDE FUNDING TO ALLOW THE FOUNDATION TO CONTINUE TO SUPPORT THE EDUCATION AND MEDICAL COMMUNITIES SERVED BY SMART FINANCIAL CREDIT UNION.
$10,000
TO PROVIDE FUNDING TO ALLOW THE FOUNDATION TO CONTINUE TO SUPPORT THE EDUCATION AND MEDICAL COMMUNITIES SERVED BY SMART FINANCIAL CREDIT UNION.
$36,515
Showing up to 5 of 7 total records — full history available with membership.
Officers & Directors
VP MARKETING
Andrew Huang
SVP MEMBER EXPERIENCE - DIGITAL
Angela Aguirre
EVP / CFO
Angela Chan
CCO
Brian Ziemba
SVP MEMBER EXPERIENCE - RETAIL
Caire Humphrey
CHAIRMAN
Chad G Greer
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $47.9M | $45.8M | $783.4M |
| 2023 | $46.4M | $43.3M | $848.3M |
| 2022 | $39.3M | $34.3M | $858.5M |
| 2020 | $38.0M | $38.3M | $785.6M |
| 2019 | $43.4M | $39.6M | $699.4M |
Between 2019 and 2024, reported annual revenue grew from $43.4M to $47.9M (+10%), with total assets most recently reported at $783.4M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in TX.
TX
Full geographic grant map with state-by-state breakdown available with membership.