Sorren
Client MeetingReportBenchmark This Business
SOR-100003 · Business Intelligence Profile

Foxglove School

Medford, OR · NAICS 611110 Elementary and Secondary Schools

Revenue
$412K
Employees
4
Entity type
C Corporation
Years in business
28
Sorren office
Medford, OR
Advisor
Omar Okafor
EIN
**-***4900
High confidence · 98% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 5 prior years
Compared against11 businessesNAICS 611110 — Elementary and Secondary SchoolsORRevenue $0.2M–$0.7M2–6 employees

Outlier flags

6 for review

Effective Tax Rate

ReviewBottom 25%
Client
24.2%
Peer median
18.0%
Peer 25th–75th
0.0% – 19.1%
Off median
+34%

Effective tax rate is above the peer median — a planning review with the tax team is warranted.

COGS % Revenue

ReviewBottom 25%
Client
10.0%
Peer median
8.2%
Peer 25th–75th
7.7% – 9.0%
Off median
+22%

Direct costs consume more revenue than peers; pricing and supplier terms are worth reviewing.

Capital Expenditures % Revenue

ReviewBottom 25%
Client
6.0%
Peer median
7.3%
Peer 25th–75th
6.6% – 8.6%
Off median
-17%

Capital spending is below peers; reinvestment timing is worth discussing.

Inventory Turns

ReviewBottom 25%
Client
54.73
Peer median
63.09
Peer 25th–75th
60.68 – 66.69
Off median
-13%

Inventory Turns sits below the peer median and is worth a professional review before the client conversation.

Days Sales Outstanding

ReviewBottom 25%
Client
26 days
Peer median
23 days
Peer 25th–75th
21 days – 24 days
Off median
+13%

Days Sales Outstanding sits above the peer median and is worth a professional review before the client conversation.

Gross Margin

ReviewBottom 25%
Client
90.0%
Peer median
91.8%
Peer 25th–75th
91.0% – 92.3%
Off median
-2%

Gross Margin sits below the peer median and is worth a professional review before the client conversation.

Flags are internal professional-review signals based on medians and quartiles, not automated recommendations or tax advice. Differences from the peer median are Benchmark Variance.

Performance against peer benchmark

Tax year 2026
Revenue Growth
115.2%above median
Company
6.3%
Peer median
2.9%
Top quartile
5.4%
Gross Margin
2.0%below median
Company
90.0%
Peer median
91.8%
Top quartile
92.3%
EBITDA Margin
19.7%below median
Company
5.2%
Peer median
6.5%
Top quartile
11.8%
Net Margin
26.8%below median
Company
1.1%
Peer median
1.4%
Top quartile
5.4%
Revenue / Employee
1.7%below median
Company
$103K
Peer median
$105K
Top quartile
$119K
Payroll % Revenue
1.8%below median
Company
64.7%
Peer median
65.9%
Top quartile
61.1%
Current Ratio
21.2%above median
Company
5.07
Peer median
4.18
Top quartile
4.46
Effective Tax Rate
34.2%above median
Company
24.2%
Peer median
18.0%
Top quartile
0.0%

Benchmark scorecard

Growth
91st
Profitability
33rd
Labor Efficiency
55th
Operating Efficiency
55th
Liquidity
82nd
Leverage
55th
Tax Efficiency
39th
Asset Efficiency
27th

Financial opportunity map

$15K
Gross Margin$7K
Revenue$7K
Tax$234
Labor$0
Operating Expenses$0
Capital Structure$0

Benchmark variance only — the mathematical difference between current performance and the selected peer median. Not a projection of guaranteed savings.