2026-07-15T16:05:24-05:00 2025-08-31 882730877 CHERRY BEKAERT ADVISORY LLC 250 W NOTTINGHAM SUITE 100 SAN ANTONIO TX 78209 990 2024-09-01 990553302 BETA ACADEMY SUPPORT CORPORATION BETA 3124914460 PO BOX 34458 HOUSTON TX 77234 KENDRA HAMPTON ASSISTANT SUPERINTENDENT 3124914460 2026-07-15 1 1 KIMIKO BACA P01268795 2105363200 2024 2025-03-06 01:10:19Z X CARLOS PEREZ PO BOX 34458 HOUSTON TX 77234 531321 0 X N/A X 2023 TX OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF, AND/OR TO CARRY OUT THE PURPOSES OF THE BETA FOUNDATION. 4 2 0 2 0 0 1961382 351532 0 0 136694 150456 1811 29333 2099887 531321 0 0 0 0 0 0 0 0 0 0 0 0 0 2099887 531321 38092598 40220519 35992711 37589311 2099887 2631208 OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF, AND/OR TO CARRY OUT THE PURPOSES OF THE BETA FOUNDATION. 0 0 BETA ACADEMY SUPPORT CORPORATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF, AND/OR TO CARRY OUT THE PURPOSES OF THE BETA FOUNDATION. 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X KENDRA HAMPTON 3124914460 PO BOX 34458 HOUSTON TX 77234 HELEN ABERNATHY DIRECTOR 1.00 55.00 X 0 134125 3744 CARLOS PEREZ CHAIR 1.00 X X 0 0 0 KENDRA HAMPTON TREASURER 1.00 55.00 X X 0 150000 3144 ALEX BENITEZ SECRETARY 1.00 X X 0 0 0 0 284125 6888 0 0 1 0 0 351532 351532 150456 150456 29333 0 29333 29333 29333 531321 29333 0 150456 0 0 0 0 1086137 973484 28067414 5520757 17250 0 33726278 8921797 33726278 38092598 40220519 2237711 3834311 33755000 33755000 35992711 37589311 X 138505 2631208 1961382 0 2099887 2631208 38092598 40220519 531321 0 X X 0 1 X 1 1 1 X X X 1 THE BETA FOUNDATION 453019142 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3170645 3170645 30555633 30555633 33726278 21848485 21698029 21698029 150456 380865 380865 531321 20194551 20575416 20575416 -380865 380865 380865 0 PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTIVITY FROM THE BETA FOUNDATION [EIN: 45-3019142] 21,698,029. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS FOR FINANCIAL STATEMENT PURPOSES, NOT FOR TAX 380,865. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACTIVITY FROM THE BETA FOUNDATION [EIN: 45-3019142] 20,575,416. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS FOR FINANCIAL STATEMENT PURPOSES, NOT FOR TAX 380,865. SCHEDULE D, PARTS XI AND XII: THE BETA FOUNDATION DBA BETA ACADEMY (THE SCHOOL) IS A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION INCORPORATED UNDER THE LAWS OF THE STATE OF TEXAS. THE SCHOOL IS ORGANIZED TO EDUCATE, TRAIN, AND PREPARE INDIVIDUALS TO FUNCTION WELL IN SOCIETY AND TO PROVIDE EDUCATION OPPORTUNITIES AND EXPERIENCES. THE SCHOOL OWNS AND OPERATES AN OPEN-ENROLLMENT CHARTER SCHOOL AS PROVIDED UNDER THE TEXAS EDUCATION CODE FOR THE BENEFIT OF STUDENTS IN TEXAS, PROVIDING SUCH STUDENTS WITH EDUCATIONAL OPPORTUNITIES AND PROGRAMS AS IT DEEMS APPROPRIATE TO FURTHER ITS TAX-EXEMPT PURPOSE. BETA ACADEMY HAS BEEN OPEN FOR ENROLLMENT SINCE THE ACADEMIC YEAR 2015-2016. AS OF AUGUST 31, 2025, THE SCHOOL OPERATES TWO CAMPUSES LOCATED IN HOUSTON, TEXAS. SINCE THE SCHOOL RECEIVES FUNDING FROM LOCAL, STATE, AND FEDERAL GOVERNMENT SOURCES, IT MUST COMPLY WITH THE REQUIREMENTS OF THE ENTITIES PROVIDING THOSE FUNDS. BETA ACADEMY SUPPORT CORPORATION (THE CORPORATION) WAS ORGANIZED IN 2023 AS A 501(C)(3) NON-PROFIT CORPORATION AND OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF, AND/OR TO CARRY OUT THE PURPOSES OF THE SCHOOL. THE CORPORATION SERVES AS THE LEVERAGE LENDER FOR THE NEW MARKET TAX CREDIT (NMTC) FINANCING OF THE HARTSOOK CAMPUS PROJECT. THE CORPORATION IS A QUALIFIED ACTIVE LOW INCOME COMMUNITY BUSINESS THAT MANAGES THE CONSTRUCTION AND OWNS THE BUILDING. THE CORPORATION'S BOARD OF DIRECTORS IS COMPRISED OF FIVE MEMBERS WHICH INCLUDES THREE OF THE SCHOOL'S BOARD MEMBERS, OFFICERS, OR EMPLOYEES. THE CONSOLIDATED FINANCIAL STATEMENTS AS OF AUGUST 31, 2025 INCLUDE THE FINANCIAL STATEMENTS OF THE SCHOOL AND THE CORPORATION (COLLECTIVELY, THE ORGANIZATION). INTERCOMPANY TRANSACTIONS AND BALANCES HAVE BEEN ELIMINATED IN THE CONSOLIDATION. THE SCHOOL'S ACTIVITY FOR THE YEAR ENDED AUGUST 31, 2025 IS REPORTED ON A SEPARATE 2024 FORM 990 UNDER EIN: 45-3019142. 0 0 0 0 0 0 0 0 0 KENDRA HAMPTON TREASURER 0 150000 0 0 0 0 0 0 0 3144 0 153144 0 0 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION THE BETA FOUNDATION SUPPORT CORPORATION PO BOX 34458 HOUSTON, TX 77234 EMPLOYER IDENTIFICATION NUMBER: 99-0553302 FOR THE YEAR ENDING AUGUST 31, 2025 THE BETA FOUNDATION SUPPORT CORPORATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PRESENTED TO THE GOVERNING BOARD FOR REVIEW. AFTER APPROVED, THE FORM IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL INVOICES AND/OR CONTRACTS ARE REVIEWED FOR ANY CONFLICTS OF INTEREST PRIOR TO SIGNATURE/PAYMENT. CONFLICT OF INTEREST REPORTS ARE KEPT IN VENDOR FILE AND REPORTED TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 13 & 14: BETA ACADEMY SUPPORT CORPORATION FOLLOWS THE WHISTLEBLOWER AND RETENTION POLICIES OF THE BETA FOUNDATION. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR. THE BETA FOUNDATION 9701 ALMEDA GENOA RD HOUSTON TX 77075 453019142 CHARTER SCHOOL TX 501(C)(3) LINE 2 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 THE BETA FOUNDATION C 351532 FINANCIAL STATEMENTS THE BETA FOUNDATION J 29333 LEASE AGREEMENT