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SOR-100024 · Business Intelligence Profile

Whitefield Home Health

Klamath Falls, OR · NAICS 621610 Home Health Care Services

Revenue
$1.60M
Employees
18
Entity type
Partnership
Years in business
30
Sorren office
Medford, OR
Advisor
Jordan Hamasu
EIN
**-***1194
Limited confidence · 62% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 2 prior years
Compared against107 businessesNAICS 621610 — Home Health Care ServicesORRevenue $0.8M–$2.6M9–26 employees

Outlier flags

7 for review

Debt / Equity

ReviewBottom 25%
Client
0.94
Peer median
0.64
Peer 25th–75th
0.50 – 0.82
Off median
+47%

Debt / Equity sits above the peer median and is worth a professional review before the client conversation.

Quick Ratio

ReviewBottom 25%
Client
4.08
Peer median
5.37
Peer 25th–75th
4.80 – 6.13
Off median
-24%

Quick Ratio sits below the peer median and is worth a professional review before the client conversation.

Current Ratio

ReviewBottom 25%
Client
4.13
Peer median
5.44
Peer 25th–75th
4.88 – 6.20
Off median
-24%

Current Ratio sits below the peer median and is worth a professional review before the client conversation.

Cash % Assets

ReviewBottom 25%
Client
18.1%
Peer median
23.0%
Peer 25th–75th
20.3% – 26.1%
Off median
-21%

Cash % Assets sits below the peer median and is worth a professional review before the client conversation.

COGS % Revenue

ReviewBottom 25%
Client
14.0%
Peer median
12.1%
Peer 25th–75th
11.0% – 13.4%
Off median
+16%

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

Effective Tax Rate

ReviewBottom 25%
Client
20.4%
Peer median
18.7%
Peer 25th–75th
9.0% – 19.8%
Off median
+9%

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

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
17.6%below median
Company
9.4%
Peer median
11.4%
Top quartile
19.1%
Gross Margin
2.3%below median
Company
86.0%
Peer median
87.9%
Top quartile
89.0%
EBITDA Margin
16.2%above median
Company
10.9%
Peer median
9.4%
Top quartile
15.6%
Net Margin
15.1%above median
Company
7.0%
Peer median
6.1%
Top quartile
11.0%
Revenue / Employee
7.8%above median
Company
$89K
Peer median
$82K
Top quartile
$94K
Payroll % Revenue
3.7%below median
Company
59.9%
Peer median
62.2%
Top quartile
56.4%
Current Ratio
24.1%below median
Company
4.13
Peer median
5.44
Top quartile
6.20
Effective Tax Rate
9.1%above median
Company
20.4%
Peer median
18.7%
Top quartile
9.0%

Benchmark scorecard

Growth
42nd
Profitability
43rd
Labor Efficiency
64th
Operating Efficiency
53rd
Liquidity
13th
Leverage
36th
Tax Efficiency
47th
Asset Efficiency
63rd

Financial opportunity map

$137K
Working Capital$101K
Gross Margin$32K
Tax$4K
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.