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SOR-100050 · Business Intelligence Profile

Ashland Academy

Ashland, OR · NAICS 611110 Elementary and Secondary Schools

Revenue
$2.04M
Employees
29
Entity type
LLC
Years in business
44
Sorren office
Medford, OR
Advisor
Andrew Soltis
EIN
**-***7040
High confidence · 94% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 5 prior years
Compared against151 businessesNAICS 611110 — Elementary and Secondary SchoolsORRevenue $1.0M–$3.3M14–41 employees

Outlier flags

6 for review

Capital Expenditures % Revenue

ReviewBottom 25%
Client
5.8%
Peer median
7.6%
Peer 25th–75th
6.8% – 8.3%
Off median
-24%

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

Inventory Turns

ReviewBottom 25%
Client
50.82
Peer median
59.90
Peer 25th–75th
53.66 – 67.03
Off median
-15%

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

Marketing % Revenue

ReviewBottom 25%
Client
1.5%
Peer median
1.8%
Peer 25th–75th
1.6% – 2.0%
Off median
-15%

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

Revenue / Employee

ReviewBottom 25%
Client
$70K
Peer median
$82K
Peer 25th–75th
$72K – $102K
Off median
-14%

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

Benefits % Payroll

ReviewBottom 25%
Client
16.6%
Peer median
19.0%
Peer 25th–75th
17.0% – 21.5%
Off median
-13%

Benefit load runs below peers, which can affect retention in this labor market.

Retirement Contributions % Payroll

ReviewBottom 25%
Client
3.6%
Peer median
4.1%
Peer 25th–75th
3.7% – 4.6%
Off median
-13%

Retirement contributions run below peers — plan design and contribution levels are worth a professional review.

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
80.0%above median
Company
5.4%
Peer median
3.0%
Top quartile
5.6%
Gross Margin
1.9%above median
Company
92.8%
Peer median
91.1%
Top quartile
92.2%
EBITDA Margin
74.1%above median
Company
11.5%
Peer median
6.6%
Top quartile
12.6%
Net Margin
413.8%above median
Company
6.2%
Peer median
1.2%
Top quartile
6.3%
Revenue / Employee
14.4%below median
Company
$70K
Peer median
$82K
Top quartile
$102K
Payroll % Revenue
5.8%below median
Company
61.4%
Peer median
65.2%
Top quartile
59.3%
Current Ratio
0.8%below median
Company
3.76
Peer median
3.79
Top quartile
4.34
Effective Tax Rate
2.4%above median
Company
18.4%
Peer median
18.0%
Top quartile
0.0%

Benchmark scorecard

Growth
72nd
Profitability
78th
Labor Efficiency
50th
Operating Efficiency
66th
Liquidity
62nd
Leverage
52nd
Tax Efficiency
35th
Asset Efficiency
51st

Financial opportunity map

$348K
Revenue$343K
Working Capital$3K
Tax$2K
Labor$0
Operating Expenses$0

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