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SOR-100045 · Business Intelligence Profile

Whitefield Preparatory School

Medford, OR · NAICS 611110 Elementary and Secondary Schools

Revenue
$751K
Employees
13
Entity type
LLC
Years in business
13
Sorren office
Medford, OR
Advisor
Laura Patel
EIN
**-***4515
Moderate confidence · 87% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 4 prior years
Compared against64 businessesNAICS 611110 — Elementary and Secondary SchoolsORRevenue $0.4M–$1.2M6–19 employees

Outlier flags

11 for review

Revenue Growth

ReviewBottom 25%
Client
1.0%
Peer median
2.7%
Peer 25th–75th
1.1% – 5.9%
Off median
-63%

Revenue Growth sits below the peer median and is worth a professional review before the client conversation.

Revenue / Employee

ReviewBottom 25%
Client
$58K
Peer median
$80K
Peer 25th–75th
$71K – $98K
Off median
-27%

Revenue / Employee sits below the peer median and is worth a professional review before the client conversation.

COGS % Revenue

ReviewBottom 25%
Client
10.6%
Peer median
8.7%
Peer 25th–75th
7.7% – 9.8%
Off median
+22%

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

Effective Tax Rate

ReviewBottom 25%
Client
19.9%
Peer median
0.0%
Peer 25th–75th
0.0% – 19.2%
Off median
+20%

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

Working Capital

ReviewBottom 25%
Client
$79K
Peer median
$99K
Peer 25th–75th
$80K – $114K
Off median
-20%

Working Capital sits below the peer median and is worth a professional review before the client conversation.

Quick Ratio

ReviewBottom 25%
Client
3.21
Peer median
3.86
Peer 25th–75th
3.50 – 4.28
Off median
-17%

Quick Ratio 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
62.6%below median
Company
1.0%
Peer median
2.7%
Top quartile
5.9%
Gross Margin
2.1%below median
Company
89.4%
Peer median
91.3%
Top quartile
92.3%
EBITDA Margin
284.0%above median
Company
9.4%
Peer median
2.5%
Top quartile
12.7%
Net Margin
275.0%above median
Company
3.6%
Peer median
-2.1%
Top quartile
6.7%
Revenue / Employee
27.4%below median
Company
$58K
Peer median
$80K
Top quartile
$98K
Payroll % Revenue
10.7%below median
Company
61.0%
Peer median
68.3%
Top quartile
57.6%
Current Ratio
16.7%below median
Company
3.26
Peer median
3.91
Top quartile
4.32
Effective Tax Rate
at median
Company
19.9%
Peer median
0.0%
Top quartile
0.0%

Benchmark scorecard

Growth
23rd
Profitability
47th
Labor Efficiency
62nd
Operating Efficiency
59th
Liquidity
20th
Leverage
80th
Tax Efficiency
40th
Asset Efficiency
38th

Financial opportunity map

$323K
Revenue$283K
Working Capital$23K
Gross Margin$14K
Tax$3K

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