SeeBITDAOklahoma

The Charles & Peggy Stephenson Family Foundation

Finance and insurance
  • 5727 S LEWIS AVE ste 310, Tulsa, OK
Nonprofit
Estimated revenueMedium confidence
$2.7M
$1.8Mlikely range$3.1M
Revenue
$2.7M
a year
Profit (EBITDA)
$60K
2% of revenue
Employees
4
reported in 2020
Owner not found yet
We haven't found the owner in public records

How we got $2.7M

Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.

4 employees × $543K each$2.2M
PPP payroll ÷ payroll's usual share of revenue$2.6M
Shown toward the top of its range×1.14
Revenue$2.7M
× 2% profit margin$60K

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
No website found
Owner not found

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
THE CHARLES & PEGGY STEPHENSON FAMILY FOUNDATION
this business
$2.7M$60K—
HARDEE FINANCIAL GROUP, INC.
Tulsa · 9 employees
$3.6M$80K2.1 mi
GREAT AMERICAN COMPANY LLC
Tulsa · 2 employees
$1.2M$30K3.0 mi
DUNTLEY INVESTMENT MANAGEMENT, LLC
Tulsa · 1 employees
$941K$23K4.0 mi
RE-FOUND OIL, LLC
Tulsa · 2 employees
$1.3M$31K4.3 mi
LAND LEGACY, INC.
Tulsa · 2 employees
$14.1M$282K5.3 mi
MIMOSA TREE CAPITAL PARTNERS, LLC
Tulsa · 2 employees
$1.3M$31K5.4 mi

The full calculation

Employees reported to the SBA4
Revenue from headcount (employees × revenue per employee for companies this size)$2.2M
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$2.6M
Estimate: the two combined (geometric mean)$2.7M
EBITDA margin (industry, adjusted for size)2%
EBITDA = revenue × margin$60K

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Revenue range$1.8M – $3.1M
EBITDA range$39K – $68K
Industry (NAICS)Finance and insurance (525920)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology

People & advisors

Advisors

  • BankingBOKF, National AssociationPPP / SBA lender

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Banking relationships

BOKF, National Association
PPP 2020
All 2,399 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/30/2020first$60K$60K4BOKF, National Association

About The Charles & Peggy Stephenson Family Foundation

The Charles & Peggy Stephenson Family Foundation is a finance and insurance company in Tulsa, Oklahoma. Its estimated annual revenue is about $2.7M, with roughly $60K of EBITDA. It has about 4 employees.

Common questions

Who owns The Charles & Peggy Stephenson Family Foundation?
The owner of The Charles & Peggy Stephenson Family Foundation isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does The Charles & Peggy Stephenson Family Foundation make?
SeeBITDA estimates The Charles & Peggy Stephenson Family Foundation's annual revenue at about $2.7M (likely between $1.8M and $3.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
How many employees does The Charles & Peggy Stephenson Family Foundation have?
About 4, as reported on its PPP loan.