Appendix 3:
Incorporation

Governance

The following information is adapted from McMillan Binch Mendelsohn.

Although this information is applicable in Ontario, there are similar to requirements in most other provinces.

Unincorporated Association (not-for-profit)

Not-for-profit Incorporation

Definition

Informal arrangement between two or more persons

Not a separate legal entity from members

Separate legal entity from members

Covers groups having scientific, social, professional character, etc.

Goal of organization cannot be profit. Can pay members reasonable remuneration for services.

Establishment And Maintenance

Contract of association – determines governance framework

Letters patent to create

By-laws (governance rules), organizing resolutions (election of directors, etc.) to organize

Annual members' meetings; board meetings

Registration for tax and employer purposes

Annual filings

Requires compliance with governing statute

Liability

Unlimited liability of members

Directors have potential liability to the corporation (fiduciary duty)

Directors have potential liability to others for wages, taxes in arrears, environmental problems and health/safety issues

No liability for members

Perpetual Existence

Perpetual existence not definite

Permanent structure with perpetual existence

Members may come and go without affecting structure

Dissolution

Simple

Easy to withdraw. Steps required to dissolve

No surplus distributable to members on dissolution

Taxation

Income/loss tax paid by member directly as personal income/loss

Tax exempt but some corporations still need to file tax returns

Other

Cannot hold real estate, sue/be sued in own name (must hold real property through trustees and sue through members)

Can hold real estate and assets, enter into contracts and sue/be sued

Cannot pay dividends to members; no share capital

Pros

Can be simple to create/dissolve

Limited liability

Separate entity for ease of transactions

Permanent structure with perpetual existence

Tax exempt

Cons

Unlimited personal liability

Cannot hold real estate itself; must hold it in name of trustee

Cannot enter in contracts or sue/be sued in own name

Perpetual existence not assured

Some liability for directors

Little possibility of gain to members; cannot aim to make profit; cannot pay dividends to members / no share capital; cannot distribute surplus upon winding up

Additional steps to set up and dissolve

Annual maintenance and compliance with the governing statute is required

General Notes:

  • No method is best in every case
  • Consider what is legally possible
  • Costs – Preparing a contract of association may cost just as much as incorporating
  • Liability – What are the legal risks? Is there a substantial uninsurable risk? What are the costs of insurance for each business vehicle?
  • Desirability of perpetual existence – death or withdrawal of member could result in renegotiating major contracts, changing banking arrangements, etc.
  • Numbers of members – if large number, incorporation may be preferable as in most cases, one member is not responsible for acts of other members; also incorporation provides formal governance rules
  • Tax considerations