Heritage Oak Private Education

What Heritage Oak Private Education does

Heritage Oak Private Education is a NIPSA-accredited, single-campus private school operating in Yorba Linda, California, serving children from age 2.5 through 8th grade across three integrated programs: Preschool (Beginning Preschool, Preschool, and Pre-K), Elementary (Junior Kindergarten through 5th grade), and Middle School (6th through 8th grade). The curriculum is taught one year ahead of national grade-level standards and is supported by Personal Learning Plans, the IXL adaptive learning platform, CTP5 and CTP Milestones assessments, an Apple iPad-based Apple Business Suite program, VEX robotics, and enrichment layers spanning world languages (French/Spanish), performing arts (with Carnegie Hall and Kennedy Center performance opportunities), visual arts with an on-campus ceramics kiln, and the Cotillion social etiquette program (2nd through 8th grade). Outcomes reported include students scoring above the 90th percentile in reading and mathematics, ranking in the top 10% nationally on standardized tests, 100% high school acceptance, and 94% placement in honors classes. The school is a designated National Blue Ribbon School and holds an A+ Niche rating, with consecutive Best Single Location Private School recognition from ParentingOC Magazine from 2017 through 2024.

The school's revenue model is tuition-based, with fees not publicly disclosed and prospective families directed to a tuition PDF or the Enrollment Director. The four-acre campus at 16971 Imperial Highway supports extended programming including a Before & After School Program (7:00 am–6:00 pm), a Summer Day Camp (Adventure Camp), and H.O.P.E. Academy Specialty Summer Camps covering academic, arts, language, sports, cooking, and STEM themes. The go-to-market is direct-to-consumer, primarily through word-of-mouth referrals, community presence across Yorba Linda and surrounding Orange County communities, and an Enrollment Director-led admissions process featuring personalized campus tours and placement assessments. An International Student Program provides F-1 visa support, I-20 issuance, Winter Immersion programming, and summer camp experiences for inbound students.

Heritage Oak is part of the Spring Education Group network, which is majority-owned by investment funds administered by Primavera Holdings Limited (an investment firm principally based in Hong Kong with U.S., China, and Singapore operations). The school employs 22 staff under Head of School Latrese Jackson, Enrollment Director Shawna Rhebergen, and Technology Director Mr. Cygan. Founded in 1966 as a preschool and relocated to its current Yorba Linda facility in 1992 under owners Phyllis and Greg Cygan, Heritage Oak now operates as a nearly 60-year-old institution with 95% average annual teacher retention and approximately 50% of faculty holding 10+ years of tenure.

Name

Heritage Oak Private Education

Legal name

Heritage Oak Private Education

Website

https://heritageoak.org

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

11–50 employees

Short description

Heritage Oak Private Education is a NIPSA-accredited, single-campus private school in Yorba Linda, California, serving children from age 2.5 through 8th grade with an accelerated curriculum, enrichment programs, and a 4-acre campus, operating under Spring Education Group ownership.

Ownership category

akta.pro rank

Product category

Private K-8 Education

NAICS

Elementary and Secondary Schools (611110)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Nonsectarian Independent Day Schools (EDAJABAA)

Keywords

• Private K-8 education
• Preschool education
• Elementary education
• Middle school education
• Summer camp programs

Headquarters

HQ city

Yorba Linda

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Tuition: Primary revenue from tuition payments for preschool, elementary, and middle school education. The school offers full-day kindergarten and extended day programs (before and after care) as part of its service offerings.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Heritage Oak Private Education is a NIPSA-accredited private school operating a single four-acre campus in Yorba Linda, California, delivering preschool through 8th grade education (ages 2.5 to 14) with a curriculum taught one year ahead of national grade-level standards. The school sells tuition-based enrollment across preschool, elementary, and middle school programs, supplemented by extended-day before/after care, summer day camps, specialty summer camps, and an international student program.

Product overview

Heritage Oak Private Education is a NIPSA-accredited private school in Yorba Linda, California, offering a unified educational program from preschool (ages 2.5 years) through 8th grade. The school operates as a single academic institution comprising several integrated program layers: a Core Academic Program (Preschool, Elementary School, Middle School) taught one year ahead of national standards, supported by enrichment programs in Technology, Arts (Music and Visual Arts), Character Education including a Cotillion program, and world languages (French and Spanish). The school extends its offering beyond the academic year through Summer Day Camp (Adventure Camp) and the H.O.P.E. Academy Specialty Summer Camps (Weeks 1–10), and provides extended-day supervision via its Before & After School Program. Additional services include an International Student Program with visa support and a HOPE Parent Assistance League for community engagement. The school also maintains a Personal Learning Plan (PLP) system and uses data-driven platforms including IXL for adaptive progress monitoring.

Differentiator

Problem solved

Functional benefit

Products and services

• Preschool Program

Quantifiable outcome

• 100% of graduates gain acceptance to their preferred high schools
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators7 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Challenger School: Challenger School operates private preschool-through-8th-grade campuses with an academically accelerated curriculum. Its positioning on academic rigor and grade-level advancement is closely aligned with Heritage Oak's value proposition.
• Stratford School: Stratford School operates multiple private preschool-through-8th-grade campuses across California with an accelerated curriculum and enrichment focus. It is one of the closest direct competitors to Heritage Oak in terms of grade range, academic positioning, and California private-school operating model.
• The Pegasus School: The Pegasus School is a private, nonsectarian K–8 school in Huntington Beach, Orange County. It serves a similar affluent Orange County catchment and competes head-to-head with Heritage Oak for academically focused families.
• Fairmont Private Schools: Fairmont operates multiple private K–12 campuses across Orange County and the broader Southern California region. It directly competes with Heritage Oak for Orange County families seeking rigorous private education with enrichment programs.

Others

• Servite High School: Servite is a private Catholic high school in Anaheim that accepts Heritage Oak graduates into honors programs. It is a downstream receiving school rather than a competitor, but its placement strength is a key part of Heritage Oak's value proposition.
• Rosary Academy: Rosary Academy is a private Catholic all-girls high school in Fullerton, in Heritage Oak's Orange County catchment. As a destination for Heritage Oak graduates, it reinforces the school's outcomes narrative but does not overlap on the K–8 grade range.
• Mater Dei High School: Mater Dei is a private Catholic high school in Santa Ana that is a common receiving destination for Heritage Oak graduates (94% of whom are placed into honors). It is not a direct competitor but a critical pipeline partner for Heritage Oak's outcome story.

Broad incumbents

• St. Margaret's Episcopal School: St. Margaret's is a private K–12 Episcopal school in San Juan Capistrano serving Orange County. It competes with Heritage Oak at the elementary/middle level but extends through high school, offering families continuity Heritage Oak cannot.
• Sage Hill School: Sage Hill is a private K–12 college preparatory school in Newport Coast, Orange County. While it offers a broader grade range (K–12), it competes for the same affluent Orange County families seeking rigorous academic preparation and high school continuity.
• Tarbut V'Torah Community Day School: Tarbut V'Torah is a private K–12 Jewish day school in Irvine serving Orange County. It competes for academically focused families and offers K–12 continuity, presenting a broader enrollment pathway than Heritage Oak's 8th-grade terminus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@heritageoak
• Facebookfacebook.com/HeritageOak
• Instagraminstagram.com/heritageoakhuskies
• LinkedInlinkedin.com/company/heritage-oak-private-education

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heritage Oak Private Education