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Tonya Allen

Director at SUN COMMUNITIES
Board

About Tonya Allen

Independent director at Sun Communities, Inc. (SUI) since 2021; age 52. She is President of the McKnight Foundation and brings institutional investment stewardship (oversight of a ~$2.8B endowment), impact-investing leadership, and ESG/inclusion expertise. Current SUI committee roles include Co-Chair of the CEO Succession Planning Committee and member of the Nominating & Corporate Governance (NCG) and Compensation Committees; the Board plans to appoint her as NCG Committee Chair post-2025 annual meeting. She is classified as an independent director under NYSE rules.

Past Roles

OrganizationRoleTenureCommittees/Impact
The Skillman FoundationPresident & CEO (former)Not disclosedLed corporate responsibility strategies recognized by regulators and media
Various leadership fellowships (GMF, Aspen, Pahara, Rockwood, AEI)FellowNot disclosedStrategic leadership credentials

External Roles

OrganizationRoleTypeNotes
McKnight FoundationPresidentNonprofitOversees ~$2.8B endowment
Living CitiesBoard MemberNonprofitCurrent directorship
GHR FoundationTrusteeNonprofitCurrent trusteeship
General MotorsInclusion Advisory Board MemberAdvisoryCurrent member
Quicken Loans, CMS Energy, DTE Energy, Huntington, PNCAdvisor (served or serves)AdvisoryInclusion/corporate responsibility advising

Board Governance

  • Independence: The Board has determined that Tonya Allen is independent. Independent directors meet in executive session regularly.
  • Committees (current and planned):
    • CEO Succession Planning Committee: Co-Chair (formed Nov 2024; continues post-2025 meeting)
    • NCG Committee: Member; planned Chair after 2025 annual meeting
    • Compensation Committee: Member; continues post-2025 annual meeting
  • Board attendance and engagement: The Board met 18 times in 2024; all directors attended at least 75% of Board and committee meetings. Directors attend annual training; topics included shareholder activism and sustainability in real estate.
  • Lead independent director: Clunet R. Lewis.
  • Shareholder engagement: Reached out to 16 of top 25 holders (~63% outstanding) in 2024; regular updates to the Board.

Fixed Compensation (Director)

YearComponentAmountNotes
2024Fees Earned (Cash)$108,510 CEO Succession Committee participation carries no additional fees
2024Committee Fee Schedule (reference)Audit Chair $30,000; Audit member $25,000; Comp Chair $22,500; Comp member $17,500; Capital Allocation Chair $22,500; member $17,500; NCG Chair $22,500; member $17,500; Executive Committee member $17,500 For context; individual component breakdown not itemized for Ms. Allen
2025Board and Committee Fee LevelsReduced by 20% vs. 2024 Reduction adopted to better align director comp expense with market cap

Performance Compensation (Director)

Grant TypeGrant DateShares GrantedGrant-Date Fair ValueVesting/Performance Metrics
Restricted Stock (time-based)Jan 18, 20242,000 $258,020 Director equity disclosed as restricted stock; no performance metrics specified; CEO Succession Committee carries no extra cash fees
Restricted Shares OutstandingDec 31, 20245,700 Outstanding balance as of year-end 2024

Note: SUI’s director equity awards are disclosed as restricted stock; the proxy does not specify performance metrics for director equity awards.

Other Directorships & Interlocks

CompanyPublic Company?RoleInterlocks/Conflicts Disclosed
None disclosedNo public company directorships disclosed for Ms. Allen

Expertise & Qualifications

  • Institutional investment and impact investing leadership; co-chair of the US Impact Alliance’s Presidents Council for Impact Investing (20 foundations; ~$80B AUM)
  • Sustainability leadership (climate/energy), DEI, and economic development; advisory roles to major corporates and banks
  • Education: Master’s in Public Health; Master’s in Social Work; Bachelor’s in Sociology (University of Michigan); executive education at Harvard; honorary doctorate (Ecumenical Theological Seminary)
  • Recognitions include Detroit News Michiganian of the Year; Crain’s Detroit Business 100 Most Influential Women; Chronicle of Philanthropy Five Innovators to Watch

Equity Ownership

ItemDetail
Director Stock Ownership Guideline8x annual Board cash retainer; 50% retention of vested shares until compliant
Compliance StatusAs of March 10, 2025, all non-employee directors were in compliance
Restricted Shares Outstanding (12/31/24)5,700 for Ms. Allen
Hedging/PledgingHedging prohibited; pledging prohibited unless NCG Committee approves

Governance Assessment

  • Positives
    • Independent director with strong ESG and endowment oversight skillset; currently co-leading CEO succession and poised to chair NCG—key levers for board effectiveness and refreshment.
    • Director compensation aligned: 2025 Board and committee fees reduced by 20% following review of expense vs. market cap; CEO Succession participation carries no added fees.
    • Robust ownership alignment framework: 8x retainer guideline; all directors in compliance; anti-hedging and controlled pledging policy.
    • Board engagement: 18 meetings; all directors ≥75% attendance; ongoing training; structured ERM and committee oversight including related-party review through NCG.
  • Potential Risks/Conflicts
    • No related-party transactions disclosed involving Ms. Allen. Related-party items in 2024 involved other directors and the CEO (office lease, legal services, aircraft, family employment), all reviewed under policy.
    • No public-company interlocks or compensation committee interlocks disclosed involving Ms. Allen; Compensation Committee reported no interlocks.
  • Signals for investors
    • Elevation to NCG Chair and CEO Succession Co-Chair indicates high engagement on succession and governance reforms—constructive for investor confidence during CEO transition.
    • Fee reductions in 2025 and stock ownership compliance support alignment and cost discipline as the company simplifies and deleverages.

Other Notes

  • Board and committee composition changes are planned post-2025 annual meeting; Ms. Allen expected to Chair NCG and continue as Compensation member and CEO Succession Co-Chair.
  • Independent directors meet regularly without management; Lead Independent Director framework in place.