SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Peninsula Heritage School
Rolling Hills Estates, CA · Independent schoolNAIS MEMBER
THE READ · FREE SUMMARY
Peninsula Heritage School looks durable. The school holds 2.0 years of operating cushion, a healthy buffer. Revenue is 88% tuition-dependent (peer median 87%), concentrated but in line with most independent day schools. Staff compensation runs 61% of expenses, leaner than the peer median. Expenses are outpacing revenue 11.3% vs 9.2% per year over three years, signaling margin compression worth flagging. NACUBO Composite Financial Index: 7.8 / 10, strong.
Peninsula Heritage School reported $5.2M in revenue against $4.8M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $9.7M — about 2.03x annual operating expense.
Operating margin landed at 8.4%, with 87.6% of revenue coming from tuition. Among same-size peers, that puts Peninsula Heritage School at the p83 on operating margin.
$5.2M
REVENUE FY2023
8.4%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Peninsula Heritage School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Peninsula Heritage School ranks 12th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
The full school report
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