PRESERVE MASTER COMMUNITY CORP

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

PAT LOY

Phone

9494486000

Tax Period

2024-07-01 to 2025-06-30

PRESERVE MASTER COMMUNITY CORP, founded in 2004, is a community nonprofit in the Housing & Shelter sector that reported $2.9M in total revenue in fiscal year 2024. Expenses of $2.7M left a modest 7% surplus.

Mission

TO MAINTAIN RECREATIONAL FACILITIES AND OTHER COMMON AREAS ACCESSIBLE TO COMMUNITY MEMBERS AND THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $2,118,769 Revenue: $2,573,746

THE ASSOCIATION WAS CREATED IN ORDER TO MAINTAIN COMMUNITY RECREATIONAL FACILITIES, CERTAIN COMMON EXPENSES, AND COMMON LANDSCAPE AREAS FOR THE BENEFIT AND WELFARE OF A COMMUNITY AREA KNOWN AS THE...

THE ASSOCIATION WAS CREATED IN ORDER TO MAINTAIN COMMUNITY RECREATIONAL FACILITIES, CERTAIN COMMON EXPENSES, AND COMMON LANDSCAPE AREAS FOR THE BENEFIT AND WELFARE OF A COMMUNITY AREA KNOWN AS THE PRESERVE. THE PRESERVE IS A MASTER PLANNED COMMUNITY ENCOMPASSING OVER 1,000 ACRES INCLUDING APPROXIMATELY 33 ACRES DEVOTED TO PARKS. AT BUILD OUT THE ASSOCIATION WILL INCLUDE 8,104 HOMES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,573,746

Investment Income $108,322

Other Revenue $183,133

TOTAL REVENUE $2,865,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,118,769

Other Expenses $2,672,742

TOTAL EXPENSES $2,672,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,865,201	$2,742,640	+0.0%
Expenses	$2,672,742	$2,518,502	+0.1%
Net Income	$192,459	$224,138	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYANT MOK	MEMBER-AT-LA	3.00	Director	$0	$0	$0
SCOTT ATKINS	SECRETARY	3.00	Officer	$0	$0	$0
DARIUS FATAKIA	VICE PRESIDE	3.00	Officer	$0	$0	$0
PAT LOY	PRESIDENT	3.00	Officer	$0	$0	$0
JASON WONG	TREASURER	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,865,201	$2,672,742	$3,334,943	$192,459
2024	$2,742,640	$2,518,502	$3,103,910	$224,138
2023	$2,226,822	$2,038,587	$2,827,377	$188,235
2022	$1,831,343	$1,896,169	$2,409,175	$-64,826
2021	$1,686,127	$1,415,401	$2,283,896	$270,726
2018	$1,399,350	$1,236,140	$1,329,852	$163,210