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SOR-100065 · Business Intelligence Profile

Clearwater Health Partners

Grants Pass, OR · NAICS 621111 Offices of Physicians

Revenue
$2.01M
Employees
7
Entity type
S Corporation
Years in business
17
Sorren office
Medford, OR
Advisor
Laura Patel
EIN
**-***3561
Moderate confidence · 85% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 4 prior years
Compared against38 businessesNAICS 621111 — Offices of PhysiciansORRevenue $1.0M–$3.2M3–10 employees

Outlier flags

2 for review

Inventory Turns

ReviewBottom 25%
Client
22.75
Peer median
25.29
Peer 25th–75th
22.84 – 27.28
Off median
-10%

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

Accounts Payable Days

ReviewBottom 25%
Client
21 days
Peer median
23 days
Peer 25th–75th
22 days – 27 days
Off median
-8%

Accounts Payable Days sits below the peer median and is worth a professional review before the client conversation.

Occupancy % Revenue

StrengthTop 25%
Client
4.9%
Peer median
6.5%
Peer 25th–75th
5.7% – 6.9%
Off median
-24%

Occupancy cost is below peers; confirm space supports planned growth.

Benefits % Payroll

StrengthTop 25%
Client
18.1%
Peer median
15.8%
Peer 25th–75th
14.2% – 17.5%
Off median
+14%

Benefit load runs above peers; plan structure is worth reviewing.

Retirement Contributions % Payroll

StrengthTop 25%
Client
4.6%
Peer median
4.1%
Peer 25th–75th
3.6% – 4.5%
Off median
+14%

Retirement contributions run above peers, which is worth confirming against plan limits and testing.

Current Ratio

StrengthTop 25%
Client
5.06
Peer median
4.52
Peer 25th–75th
3.93 – 4.93
Off median
+12%

Current Ratio sits above 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
29.0%below median
Company
4.4%
Peer median
6.2%
Top quartile
9.4%
Gross Margin
3.0%below median
Company
75.8%
Peer median
78.1%
Top quartile
80.1%
EBITDA Margin
5.7%above median
Company
17.1%
Peer median
16.2%
Top quartile
21.4%
Net Margin
7.8%above median
Company
11.1%
Peer median
10.3%
Top quartile
14.1%
Revenue / Employee
1.9%below median
Company
$287K
Peer median
$293K
Top quartile
$323K
Payroll % Revenue
0.4%above median
Company
42.6%
Peer median
42.5%
Top quartile
37.9%
Current Ratio
11.9%above median
Company
5.06
Peer median
4.52
Top quartile
4.93
Effective Tax Rate
1.6%above median
Company
20.0%
Peer median
19.6%
Top quartile
18.7%

Benchmark scorecard

Growth
39th
Profitability
52nd
Labor Efficiency
55th
Operating Efficiency
57th
Liquidity
70th
Leverage
51st
Tax Efficiency
55th
Asset Efficiency
46th

Financial opportunity map

$93K
Gross Margin$47K
Revenue$39K
Tax$4K
Labor$4K
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.