2025-06-11T08:01:45-04:00 2024-12-31 562202813 JOYCE AND COMPANY CPA 104 BRADY CT CARY NC 27511 990EZ 2024-01-01 562202926 FINANCIAL PLANNING ASSOCIATION OF THE TRIANGLE INC FINA 183 WIND CHIME CT STE 203 RALEIGH NC 27615 JAKE RUDY TREASURER 2025-05-21 true false D KEITH JOYCE CPA P00412240 9194660946 2025-05-21 2024 2025-03-06 01:10:19Z X X X N/A X X 67319 X 41105 25499 715 67319 23148 105 30853 54106 13213 32535 45748 X 39929 47867 1756 1500 41685 49367 9150 3619 32535 45748 TO PROVIDE EDUCATION AND SUPPORT TO MEMBERS AND THE PROFESSION MEETINGS AND CONFERENCES ARE HELD TO PROVIDE EDUCATION AND NETWORKING OPPORTUNITIES TO MEMBERS. BRITTANY BRINCKERHOFF PRESIDENT 000.00 0 JAKE RUDY TREASURER 000.00 0 REBECCA CRUMPLER DIRECTOR 000.00 0 CHER-RHONDA WILLIAMS DIRECTOR 000.00 0 XIAOPING JIANG DIRECTOR 000.00 0 DEREK WILLIAMS DIRECTOR 000.00 0 MICHELLE DAVIS DIRECTOR 000.00 0 TAYLOR COLE DIRECTOR 000.00 0 DAVID HELLINGER DIRECTOR 000.00 0 JESSICA SCOTT DIRECTOR 000.00 0 TOM SCHAFFER DIRECTOR 000.00 0 false false false false false false false false LINDA OWENS 183 WIND CHIME CT STE 203 RALEIGH NC 27615 9194592070 false false false false false false false false FORM 990-EZ, PART I, LINE 16 EXPENSES OFFICE SUPPLIES 31 TRAVEL 2,295 CONFERENCES AND MEETINGS 21,183 INSURANCE 200 CE PROGRAM FEES 3,796 BANK CHARGES 1,378 BOARD EXPENSES 295 DUES AND SUBSCRIPTIONS 1,465 TELEPHONE 210 TOTAL 30,853 FORM 990-EZ, PART II, LINE 24 ACCOUNTS RECEIVABLE 0 1,500 PREPAID EXPENSES AND DEFERRED CHARGES 1,756 0 EQUIPMENT 601 601 LESS ACCUMULATED DEPRECIATION 601 601 TOTAL 1,756 1,500 FORM 990-EZ, PART II, LINE 26 ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 3,619 DEFERRED REVENUE 9,150 0