2024-08-05T10:42:05-07:00 2023-12-31 Ralph J Bizzarro CPA 230 Washington Avenue Ext Ste 101 Albany NY 12203 990EZ 2023-01-01 562202926 FINANCIAL PLANNING ASSOCIATION OF THE TRIANGLE INC FINA 9192320120 110 HORIZON DR 210 RALEIGH NC 27615 BRITTANY BRINCKERHOFF President 2024-08-05 true true Ralph J Bizzarro P00371329 5184951119 X 2023 2024-08-08 14:25:15Z X X X N/A X X 52232 X 24821 26689 722 0 0 0 0 52232 20681 301 37077 58059 -5827 38362 32535 X 36467 39929 1895 1756 38362 41685 9150 38362 32535 TO PROVIDE EDUCATION AND SUPPORT TO MEMBERS AND THE PROFESSION. MEETINGS AND CONFERENCE ARE HELD TO PROVIDE EDUCATION AND NETWORKING OPPORTUNITIES TO MEMBERS. BRITTANY BRINCKERHOFF President 2.00 0 JAKE RUDY Treasurer 2.00 0 DAVID HELLINGER Director 1.00 0 MICHELE DAVIS Director 1.00 0 CHER-RHONDA WILLIAMS Director 1.00 0 TOM SCHAFFER Director 1.00 0 XIAOPING JIANG Director 1.00 0 REBECCA CRUMPLER Director 1.00 0 DEREK WILLIAMS Director 1.00 0 JESSICA SCOTT Director 1.00 0 TAYLOR COLE Director 1.00 0 false false false false false false false 0 0 0 0 0 false CHMS 701 EXPOSITION PL STE 206 RALEIGH NC 27615 9197797516 false false false false false false false false NONE NONE Other Expenses.1002 Office Expenses $188 Other Expenses.1003 Information Technology $1466 Other Expenses.1005 Travel $314 Other Expenses.1007 Conferences, Conventions, and Meetings $25813 Other Expenses.1009 Depreciation $142 Other Expenses.1012 Insurance $200 Other Expenses.1 CE PROGRAM FEES $4913 Other Expenses.2 BOARD EXPENSES $1567 Other Expenses.3 MERCHANT PROCESSING FEES $1367 Other Expenses.4 MEMBERSHIP INITIATIVES $747 Other Expenses.5 TELEPHONE $360 Other Assets.1003 Machinery and Equipment - Beginning $142 Machinery and Equipment - Ending $0 Other Assets.1011 Prepaid Expenses and Deferred Charges - Beginning $1753 Prepaid Expenses and Deferred Charges - Ending $1756 Total Liabilities.1003 Deferred Revenue - Beginning $0 Deferred Revenue - Ending $9150