Skip to the main content.
Join us on Facebook Join us on Instagram Join us on Linkedin Join us on Twitter

1 min read

How Mt. Olivet Rolling Acres Modernized Budgeting with Martus

Picture of Megan Alba Megan Alba July 17, 2026

Nonprofits Case Study Healthcare Microsoft Dynamics 365 Business Central
How Mt. Olivet Rolling Acres Modernized Budgeting with Martus

A Minnesota disability services nonprofit replaced departmental Excel budgets with Martus worksheets that roll up into one view.

Organization

Mount Olivet Rolling Acres

Victoria, Minnesota nonprofit serving people with disabilities and mental health needs for more than 60 years.

Challenge

Departmental budgets and monthly income statements ran on manual Excel spreadsheets that were slow and error-prone.

Solution

Martus with purpose-built worksheets and roll-ups that consolidate departmental results into one view.

In their words

"We use Martus for budgeting and income statement reporting by department. It replaced excel spreadsheets."

Joe Christenson, CFO

About the Organization

Mount Olivet Rolling Acres (MORA) is a Victoria, Minnesota-based nonprofit with more than 60 years of experience providing residential, community, and educational services for children, adults, and seniors with disabilities and mental health needs.

Before adopting Martus, MORA's finance team managed departmental budgeting and monthly income statement reporting through manual, spreadsheet-based processes that were time-consuming and prone to error.

Since implementing Martus, the organization has streamlined its departmental budgeting and reporting, giving CFO Joe Christenson and his team faster, more accurate access to financial information.


"We use Martus for budgeting and income statement reporting by department. It replaced excel spreadsheets. It enables [us] to access more information very quickly and easily make budget changes."
— Joe Christenson, CFO, Mt. Olivet Rolling Acres

 

The Challenge

Prior to Martus, MORA's finance team relied on manual, Excel-based processes to manage departmental budgets and monthly income statement reporting. As Christenson described it, budgeting "felt like a labyrinth" — the spreadsheet-based system made it difficult to access information quickly or adjust budgets as needs changed, and left more room for error in departmental reporting.

The Solution

Martus replaced MORA's Excel-based system with a centralized platform for departmental budgeting and income statement reporting.

  • Special purpose worksheets built for MORA's specific reporting needs
  • Streamlined navigation for building and adjusting departmental budgets
  • Roll-up functionality that consolidates departmental results into a clear, unified view

The Result

Since implementing Martus, MORA's finance team has seen meaningful improvements in both the speed and accuracy of their budgeting and reporting.

  • Significantly improved accuracy in budget preparation and monthly departmental income statement reporting
  • Faster access to departmental financial data, enabling quicker budget adjustments
  • A more user-friendly system that requires less oversight effort across numerous financial segments

Recent Posts

View more
More Articles