How long should you keep your Volunteer Group paperwork? Here are some guidelines based on IRS rules

3 years:

  • Monthly treasurer reports

7 years:

  • Bank statements
  • Canceled checks
  • Check registers
  • IRS Form 990, 990-EZ, 990-N

Permanently:

  • Incorporation paperwork
  • IRS Form 1023 and documentation
  • IRS determination letter for 501(c)(3) tax-exempt status
  • Meeting minutes and agendas
  • Year-end treasurer reports
    Annual reports from auditor (financial review)