How Mt. Olivet Rolling Acres Modernized Budgeting with Martus

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.

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